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Table Of Contents
Installing Cisco Unified CallManager
Release 5.1(3)Install Software from a DVD on the First Node
Install Software from a DVD on a Subsequent Node
Apply a Patch During Installation of the First Node
Apply a Patch During Installation of a Subsequent Node
Add a New Node to an Existing Cluster
Frequently Asked Questions About the Installation
What Passwords do I Need to Specify?
Which servers does Cisco support for this installation?
May I install other software on the server?
Gathering Information for an Installation
Using the Cisco Unified Communications Answer File Generator
Handling Network Errors During Installation
New Cisco Unified CallManager Servers and Devices
Installing the New Operating System and Application
Navigating Within the Installation Wizard
Entering Preexisting Configuration Information
Upgrading from a Remote Server
Performing the Basic Installation
Changing the Default Application User Passwords
Applying Security to a New Node in a Secure Cluster
Obtaining Documentation, Obtaining Support, and Security Guidelines
Installing Cisco Unified CallManager
Release 5.1(3)
Because Cisco Unified CallManager Release 5.1(3) uses a different installation framework than previous releases, review all installation instructions before you install Cisco Unified CallManager 5.1(3).
This document includes information about installing Cisco Unified CallManager Release 5.1(3) on one server or several servers in a cluster environment, and it also contains information about adding a new server to an existing cluster.
For information about upgrading from a previous release of Cisco Unified CallManager to an appliance-based release (5.0 and higher), refer to Upgrading Cisco Unified CallManager Release 5.1.3.
Contents
This document contains the following topics:
–
Install Software from a DVD on the First Node
–
Install Software from a DVD on a Subsequent Node
–
Apply a Patch During Installation of the First Node
–
Apply a Patch During Installation of a Subsequent Node
–
Add a New Node to an Existing Cluster
•
Frequently Asked Questions About the Installation
–
What Passwords do I Need to Specify?
–
Which servers does Cisco support for this installation?
–
May I install other software on the server?
•
Gathering Information for an Installation
•
Using the Cisco Unified Communications Answer File Generator
•
Handling Network Errors During Installation
•
Installing the New Operating System and Application
–
Navigating Within the Installation Wizard
–
Entering Preexisting Configuration Information
–
Performing the Basic Installation
–
Configuring a Subsequent Node
–
Changing the Default Application User Passwords
–
Applying Security to a New Node in a Secure Cluster
•
Obtaining Documentation, Obtaining Support, and Security Guidelines
Related Documentation
For additional installation-related information, refer to the following documents:
•
Upgrading Cisco Unified CallManager Release 5.1(3)
http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_installation_guides_list.html•
Replacing a Single Server or Cluster for Cisco Unified CallManager Release 5.1(3)
http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_installation_guides_list.htmlFor further information about related Cisco IP telephony applications and products, refer to the Cisco Unified Communications Manager Documentation Guide,
http://cisco.com/en/US/products/sw/voicesw/ps556/products_documentation_roadmaps_list.html.Table 1 lists URLs for software and additional documentation.
Table 1 Quick Reference for URLs
Related Information and Software URLCisco MCS data sheets
http://www.cisco.com/en/US/products/hw/voiceapp/ps378/index.html
Software-only servers
http://www.cisco.com/en/US/products/hw/voiceapp/ps378/prod_brochure_list.html
Cisco Unified CallManager service releases
Installation Scenarios
You can use this document to perform the following different installation scenarios:
•
Install software from a DVD on the first node
•
Install software from a DVD on a subsequent node
•
Apply a patch during installation of the first node
•
Apply a patch during installation of a subsequent node
•
Add a new node to an existing cluster
The following sections provide an overview of the high-level tasks that you must perform for each of these installation scenarios. Each high-level task also includes a link to another section of the document, which you can follow for detailed information about the task.
Note
For information about replacing a server or cluster, refer to Replacing a Single Server or Cluster for Cisco Unified CAllManager Release 5.1(3).
Install Software from a DVD on the First Node
To install software that you have on a DVD on the first node in a cluster, follow the steps in Table 1.
Table 2 Installing Software from a DVD on the First Node
Task For More InformationStep 1
Perform all pre-installation tasks that apply to your site.
For a list of pre-installation tasks, see Table 1.
Step 2
Follow the procedure to begin installing the software on the DVD to your server.
See the "Starting the Installation" section.
Step 3
Follow the procedure for performing a basic installation.
Step 4
When the First Node Configuration window displays, choose Yes to configure the new server as the first node.
See Step 10 in the "Performing the Basic Installation" section.
Step 5
Follow the procedure to configure the first node.
Step 6
Perform all post-installation tasks that apply to your site.
For a list of post-installation tasks, see Table 13.
Install Software from a DVD on a Subsequent Node
To install software that you have on a DVD, follow the steps in Table 1.
Table 3 Installing Software from a DVD on the First Node
Task For More InformationStep 1
Perform all pre-installation tasks that apply to your site.
For a list of pre-installation tasks, see Table 1.
Step 2
Follow the procedure to begin installing the software on the DVD to your server.
Step 3
Follow the procedure for performing a basic installation.
Step 4
When the First Node Configuration displays, choose No to configure the new server as a subsequent node.
See Step 10 in the "Performing the Basic Installation" section.
Step 5
Follow the procedure to configure a subsequent node in the cluster.
Step 6
Perform all post-installation tasks that apply to your site.
For a list of post-installation tasks, see Table 13.
Apply a Patch During Installation of the First Node
You can upgrade to a later release by downloading and applying a patch during installation. To apply a patch during installation of the first node, follow the steps in Table 1.
Table 4 Applying a Patch During Installation of the First Node
Task For More InformationStep 1
Perform all pre-installation tasks that apply to your site.
For a list of pre-installation tasks, see Table 1.
Step 2
Follow the procedure to begin installing the software on the DVD to your server.
Step 3
Follow the procedure to apply a software patch.
Step 4
Follow the procedure for performing a basic installation.
Step 5
When the First Node Configuration window displays, choose Yes to configure the new server as the first node.
See Step 10 in the "Performing the Basic Installation" section.
Step 6
Follow the procedure to configure the first node in the cluster.
See the "Configuring the First Node" section.
Step 7
Perform all post-installation tasks that apply to your site.
For a list of post-installation tasks, see Table 13.
Apply a Patch During Installation of a Subsequent Node
You can upgrade to a later release by downloading and applying a patch during installation. To apply a patch during installation of the first node, follow the steps in Table 1.
Table 5 Applying a Patch During Installation of a Subsequent Node
Task For More InformationStep 1
Perform all pre-installation tasks that apply to your site.
For a list of pre-installation tasks, see Table 1.
Step 2
Follow the procedure to begin installing the software on the DVD to your server.
Step 3
Follow the procedure to apply a software patch.
Step 4
Follow the procedure for performing a basic installation.
Step 5
When the First Node Configuration window displays, choose No to configure the new server as the first node.
See Step 10 in the "Performing the Basic Installation" section.
Step 6
Follow the procedure to configure a subsequent node in the cluster.
Step 7
Perform all post-installation tasks that apply to your site.
For a list of post-installation tasks, see Table 13.
Add a New Node to an Existing Cluster
To add a new node to an existing cluster, follow the steps in Table 1.
Table 6 Adding a New Node to an Existing Cluster
Task For More InformationStep 1
Before you make any changes to your existing cluster, be sure that you have a current backup file.
For more information, refer to the Disaster Recovery System Administration Guide.
Step 2
Perform all pre-installation tasks that apply to your site.
For a list of pre-installation tasks, see Table 1.
Step 3
Ensure that you have the appropriate number of licenses to support adding a new node.
For more information on specifying the required number of licenses, refer to the License Unit Calculator chapter in the Cisco Unified CallManager Administration Guide.
Step 4
Before you install the new node, ensure that you have configured it on the first node.
From Cisco Unified CallManager Administration on the first node, choose System > Server, and configure the IP address for the subsequent nodes. For more information, see the Cisco Unified CallManager Administration Guide Release 5.1(3).
Step 5
Record the configuration settings for each server that you plan to install.
To record your configuration settings, see Table 10.
Step 6
You must install the same software version on all nodes in the cluster. If you do not have the correct version on DVD, you need to either download updated software from Cisco.com or follow the procedure for applying a patch during the installation procedure.
For more information on the different installation options, see the "Installation Overview" section.
Step 7
Follow the procedure to begin installing the software on the DVD to your server.
Step 8
If you need to upgrade the version of Cisco Unified CallManager that you have on DVD, continue with the procedure for applying a software patch.
See the "Applying a Patch" section.
Step 9
Follow the procedure for performing the basic installation.
Step 10
When the First Node Configuration displays, choose No to configure the new server as a subsequent node.
See Step 10 in the "Performing the Basic Installation" section.
Step 11
Follow the procedure for configuring a subsequent node.
Step 12
Perform all post-installation tasks that apply to your site.
See Table 13.
Step 13
If your cluster is running in mixed mode, ensure that you have your USB key and the latest security plug-in installed on the PC that you use to communicate with the first node. After you finish installing the new node, you will need to update the CTL file on all nodes.
For more information, see "Applying Security to a New Node in a Secure Cluster" section.
Pre-Installation Tasks
Table 1 contains a list of pre-installation tasks that you need to perform to ensure that you can successfully install Cisco Unified CallManager.
Table 7 Pre-Installation Tasks
Task Important NotesStep 1
Read this entire document to familiarize yourself with the installation procedure.
Step 2
Verify the integrity of any new server hardware (such as hard drives and memory) by running any manufacturer-provided utilities.
Step 3
Ensure that your servers are listed as supported hardware and sized appropriately to support the load of the cluster.
For information about the capacity of server models, refer to the following documentation:
•
Release notes for your product release
•
http://www.cisco.com/en/US/products/hw/voiceapp/ps378/prod_brochure_list.html
Make sure to account for any growth that has occurred since initial system configuration.
Step 4
If you are installing a cluster or adding a node, verify that the links between servers meet the 40-ms round-trip time (RTT) requirement and that you have enough bandwidth to support database replication.
For more information on the 40-ms RTT requirement, refer to the Cisco Unified Communications Solution Reference Network Design (SRND) Based on Cisco Unified CallManager Release 5.x, which you can find at the following URL:
http://www.cisco.com/en/US/products/sw/voicesw/ps556/products_implementation_design_guides_list.htmlStep 5
If your firewall is not in the routing path, disable the firewall between nodes, if possible. Also, increase the firewall timeout settings until after you complete the installation.
To temporarily allow network traffic in and out of the nodes (for example, setting the firewall rule for these nodes to IP any/any) does not always suffice. The firewall might still close necessary network sessions between nodes due to timeouts.
Step 6
Do not run Network Address Translation (NAT) or Port Address Translation (PAT) between Cisco Unified CallManager nodes.
Step 7
Record the network interface card (NIC) speed and duplex settings of the switch port to which you will connect the new server.
You should configure the same NIC settings on the server and on the switch port. For GigE (1000/FULL), you should set NIC and switch port settings to Auto/Auto; do not set hard values.
If you are using Network Fault Tolerance, the Network Fault Tolerance configuration gets lost during the replacement. You will need to configure it on each server after the upgrade.
Enable PortFast on all switch ports that are connected to Cisco servers. With Portfast enabled, the switch immediately brings a port from the blocking state into the forwarding state by eliminating the forwarding delay [the amount of time that a port waits before changing from its Spanning-Tree Protocol (STP) learning and listening states to the forwarding state].
Step 8
If you use DNS, verify that all servers on which you plan to install Cisco Unified CallManager are properly registered in DNS.
For more information, see "Verifying DNS Registration" section.
Step 9
Obtain a Cisco Unified CallManager license file.
See "Obtaining a License File" section.
Note
For more information on specifying the required number of licenses, refer to the License Unit Calculator chapter in the Cisco Unified CallManager Administration Guide.
Step 10
Record the configurations settings for each server that you plan to install.
To record your configuration settings, see Table 10.
Step 11
Configure any subsequent nodes on the first node before you install a subsequent node.
From Cisco Unified CallManager Administration on the first node, choose System > Server, and configure the IP address for the subsequent nodes. For more information, see the Cisco Unified CallManager Administration Guide Release 5.1(3).
Important Considerations
Before you proceed with the installation, consider the following requirements and recommendations:
•
Be aware that when you install on an existing server, the hard drive gets formatted, and all existing data on the drive gets overwritten.
•
Install the Cisco Unified CallManager software on the first node server first and then on the subsequent nodes.
•
Make sure that the subsequent node servers that you are installing can connect to the first node server during the installation.
•
When you enter the Security password on the first node, be sure that you write it down and save it. You must enter the same password on each subsequent node that you install in the cluster.
•
Install the software during off-peak hours or a maintenance window to avoid impact from interruptions.
•
Configure the server by using static IP addressing to ensure that the server obtains a fixed IP address and that the Cisco Unified IP Phones can register with the application when you plug the phones into the network.
•
Do not attempt to perform any configuration tasks until after you install all the nodes in the cluster.
•
Do not install any Cisco-verified applications until you complete the installation.
•
Be aware that directory names and filenames that you enter while you are running the installation program are case-sensitive.
Frequently Asked Questions About the Installation
The following section contains information about commonly asked questions and responses. Review this section carefully before you begin the installation.
What Passwords do I Need to Specify?
During the installation, you must specify the following user names and passwords:
Note
The system does strength checking on all passwords. You can find general guidelines about what constitutes a strong password at the following URL:
http://www.nsrc.org/security/indes.hrml#passwords•
Administrator account
You use the Administrator username and password to log in to the following areas:
–
Cisco Unified Communications Operating System Administration
–
Disaster Recovery System
–
Command Line Interface
The Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. You can change the Administrator password or add a new Administrator account by using the command line interface. See theCisco Unified Communications Operating System Administration Guide for more information.
•
Application User password
You use the Application User password as the default password for applications that are installed on the system, including the following areas:
–
Cisco Unified CallManager Administration
–
Cisco Unified CallManager Serviceability
–
Cisco Real Time Monitoring Tool
–
Cisco Unified Reporting
You can change the application user password for each application by using the web interface. See the online help for more information.
•
Database Access Security Password
The system uses this password to authorize communications between nodes, and you must ensure that this password is identical on all nodes in the cluster.
The Database Access Security password must start with an alphanumeric character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores.
Which servers does Cisco support for this installation?
For information about supported server models, refer to the following documentation:
•
Release notes for your product release
•
http://www.cisco.com/en/US/products/hw/voiceapp/ps378/prod_brochure_list.html
Make sure to account for any growth that has occurred since initial system configuration.
May I install other software on the server?
You must do all software installations and upgrades by using Cisco Unified Communications Operating System Administration. The system can upload and process only software that Cisco Systems approved.
You cannot install or use third-party or Windows-based software applications that you may have been using with a previous version of Cisco Unified CallManager with Cisco Unified CallManager 5.1(3).
Browser Requirements
You can access Cisco Unified CallManager Administration, Cisco Unified CallManager Serviceability, Cisco Unified Reporting, Cisco Unified Communications Operating System Administration, and Disaster Recovery System by using the following browsers:
•
Microsoft Internet Explorer version 6.x
•
Microsoft Internet Explorer version 7.x
Configuring the Hardware
As a part of software installation, the system installer configures the system BIOS and RAID settings for the new operating system and Cisco Unified CallManager application. See Table 8 for the BIOS settings and Table 9 for the RAID settings that are set up during installation.
Note
If the hardware configuration process fails during installation, you can use boot-time utilities that are found on both the IBM and HP servers to manually configure the RAID and BIOS settings, as shown in Table 8 and Table 9. However, if your servers are not compatible with this release, the installation will fail.
Verifying DNS Registration
If you use DNS, verify that all servers to be added are registered in DNS properly by performing the following actions:
Procedure
Step 1
Open a command prompt.
Step 2
To ping each server by its DNS name, enter ping <DNS name>.
Step 3
To look up each server by IP address, enter nslookup <IP address>.
Gathering Information for an Installation
Use Table 10 to record the information about your server. Gather this information for each Cisco Unified CallManager server that you are installing in the cluster. You may not need to obtain all the information; gather only the information that is pertinent to your system and network configuration. You should make copies of this table and record your entries for each server in a separate table.
Note
Because some of the fields are optional, they may not apply to your configuration. For example, you may choose not to set up an SMTP host.
CautionYou cannot change some of the fields after installation without reinstalling the software, so be sure to enter the values that you want.
The last column in the table shows whether a field can be changed after installation, and if so, whether you can change it through Cisco Unified Communications Operating System Administration or through the Command Line Interface (CLI).
Using the Cisco Unified Communications Answer File Generator
Cisco Unified Communications Answer File Generator, a web application, generates answer files for unattended installations of Cisco Unified CallManager. Individual answer files get copied to a USB key or a floppy diskette that accompanies the Cisco Unified CallManager DVD during the installation process.
The web application supports the following features:
•
Allows simultaneous generation and saving of answer files for unattended installs on the first node and on all subsequent nodes.
•
Provides syntactical validation of data entries.
•
Provides online help and documentation.
The following usage requirements apply:
•
The web application supports only fresh installs (for example, it does not include upgrades).
•
If DHCP client is being used on the first node, and subsequent node answer files are also being generated, you must specify the first node IP address.
You can access the Cisco Unified Communications Answer File Generator at the following URL:
http://www.cisco.com/web/cuc_afg/index.html
The Cisco Unified Communications Answer File Generator supports Internet Explorer version 6.0 or higher and Mozilla version 1.5 or higher.
Note
If your are using a USB key to perform an unattended installation of Cisco Unified CallManager, Cisco recommends that you use USB keys that are preformatted to be compatible with Linux 2.4. These keys will have a W95 FAT32 format.
Handling Network Errors During Installation
During the installation process, the installation program verifies that the server can successfully connect to the network by using the network configuration that you enter. If it cannot connect, a message displays, and you get prompted to select one of the following options:
•
RETRY —The installation program tries to validate networking again. If validation fails again, the error dialog box displays again.
•
REVIEW (Check Install)—This option allows you to review and modify the networking configuration. The installation program returns to the network configuration windows.
Networking gets validated after you complete each networking window, so the message might display multiple times. If the message displays while you are reviewing the network configuration windows, choose IGNORE to move to the next window. If you choose REVIEW, the first network configuration window displays again.
•
HALT— The installation halts. You can copy the installation log files to a USB disk to aid troubleshooting of your network configuration.
•
IGNORE —The installation continues. The networking error gets logged. In some cases, the installation program validates networking multiple times, so this error dialog box might display multiple times.
Installation Overview
Cisco Unified CallManager 5.1(3) uses a different installation framework than previous releases. The installation process allows you to perform a basic installation, upgrade to a newer service release during the installation, and upgrade from Cisco Unified CallManager 4.x to Cisco Unified CallManager 5.1(3).
For a more detailed description of the different installation types, see Table 11.
Note
This document describes only the first two installation types: Basic Install and Applying a Patch. For information on performing a Windows Upgrade, refer to Upgrading Cisco Unified CallManager.
Obtaining a License File
Licensing helps manage Cisco Unified CallManager licenses and enforces the licenses for Cisco Unified CallManager applications and the number of IP phones. This section provides information on obtaining licenses for new Cisco Unified CallManager systems and/or phone installations as well as for Cisco Unified CallManager nodes that have been upgraded from various releases.
Note
You do not need to obtain new licenses if you are upgrading within a software release train, such as 5.0(1) to 5.1(1).
New Cisco Unified CallManager Servers and Devices
Use the following procedure to obtain a node license file for new Cisco Unified CallManager servers and to obtain device licenses for new devices that require additional device license units.
Each node in your cluster requires one node license unit. Each device type requires a fixed number of licenses units, depending on the type. For example, Cisco Unified IP Phone 7920 require four license units, and Cisco Unified IP Phone 7970 require five units. If you want licenses for four Cisco Unified IP Phones 7920 and four Cisco Unified IP Phones 7970 phones, you require 36 phone license units.
You use the Product Authorization Key (PAK) that came with your product to obtain the necessary permanent licenses, as described in the following procedure.
Procedure
Step 1
Enter the Product Authorization Key (PAK) that you received with your Cisco Unified CallManager or phone order in the License Registration web tool at http://www.cisco.com/go/license.
Step 2
Click Submit.
Step 3
Follow the system prompts. You must enter the MAC address of the Ethernet 0 NIC of the first node of the Cisco Unified CallManager cluster. You must enter a valid e-mail address as well as the number of nodes and device license units for which you want licenses.
Note
For information on calculating the number of device license units that are required for the devices in your system, refer to the "License Unit Calculator" section in the Cisco Unified CallManager Administration Guide.
The system sends the license file(s) to you via e-mail by using the E-mail ID that you provided. The format of a license file specifies CCM<timestamp>.lic. If you retain the .lic extension, you can rename the license file. You cannot use the license if you edit the contents of the file in any way.
Note
One license file may apply to more than one node in your cluster. For information on how to interpret the license file, see the "License File Contents" section of the Cisco Unified CallManager System Guide.
Step 4
You must upload the license file to the server with the matching MAC address that you provided in Step 3. See the "Uploading a License File" section. This server then takes on the functionality of the license manager.
Note
You can use the licenses that are specified in the license file only within the cluster on which the license file is uploaded.
Installing the New Operating System and Application
This section describes how to install the operating system and Cisco Unified CallManager application. You install the operating system and application by running one installation program. This document divides the procedure for using this installation program into the following major topics:
•
Navigating Within the Installation Wizard
•
Entering Preexisting Configuration Information
•
Performing the Basic Installation
•
Configuring a Subsequent Node
Navigating Within the Installation Wizard
For instructions on how to navigate within the installation wizard, see Table 12.
Starting the Installation
Note
If your are installing a subsequent node or adding a node to an existing cluster, you must configure the host name or IP address of the new node on the first node in the cluster. From Cisco Unified CallManager Administration on the first node, choose System > Server and enter the IP address or host name of the subsequent node. For more information, see the Cisco Unified CallManager Administration Guide.
Procedure
Step 1
If you have a USB key with configuration information in files that the Answer File Generator generated, insert it now.
Step 2
Insert the installation DVD into the tray and restart the server, so it boots from the DVD. After the server completes the boot sequence, the DVD Found window displays.
Step 3
To perform the media check, choose Yes, or to skip the media check, choose No.
The media check checks the integrity of the DVD. If your DVD has passed the media check previously, you might choose to skip the media check.
Note
If you have a new server with Cisco Unified CallManager preinstalled, you do not need to install from a DVD, unless you want to reimage the server with a later product release. You can go directly to the "Entering Preexisting Configuration Information" procedure.
Step 4
If you choose Yes to perform the media check, the system installer performs the media check and displays the Media Check Result window. Perform these tasks:
a.
If the Media Check Result displays Pass, choose OK to continue the installation.
b.
If the media fails the media check, either download another copy of the software from Cisco.com or obtain another disc directly from Cisco.
Step 5
The system installer performs the following hardware checks to ensure that your system is correctly configured. If the installer makes any changes to your hardware configuration settings, you will get prompted to restart your system. Leave the DVD in the drive during the reboot.
•
First, the installation process checks for the correct drives, and you may see the following warning:
No hard drives have been found. You probably need to manually choose device drivers for install to succeed. Would you like to select drivers now?To continue the installation, choose Yes.
•
The installation next checks to see whether you have a supported hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it Cisco support.
•
The installation process next verifies RAID configuration and BIOS settings.
Note
If this step repeats, choose Yes again.
Step 6
If software is currently installed on the server, the Overwrite Hard Drive window opens and displays the current software version on your hard drive and the version on the DVD. Choose Yes to continue with the installation or No to cancel.
CautionIf you choose Yes on the Overwrite Hard Drive window, all existing data on your hard drive gets overwritten and destroyed.
Note
If you inserted a USB key that contains configuration information from the Answer File Generator, the installation wizard will read the configuration information on the USB key and complete the installation without prompting you to enter additional information.
The Platform Installation Wizard window displays.
Step 7
To configure the platform now, choose Proceed. If you want to configure the platform later, choose Skip.
•
If you want to install and configure the software at this time, choose Proceed and the Apply Patch window displays. Continue with Step 8.
•
If you want to install the software now and configure it later or if you have a server that has Cisco Unified CallManager preinstalled, choose Skip and continue with the "Entering Preexisting Configuration Information" section.
Note
Choosing Skip in Step 7 allows you to lay down the operating system on the machine first and enter the configuration information later. With this method, your total time required to complete the installation time may increase.
Step 8
Choose the type of installation to perform by doing the following steps. See Table 11 for more information on installation options:
a.
In the Apply Patch window, choose one of the options:
•
To upgrade to a later Service Release of the software during installation, choose Yes. Continue with the "Applying a Patch" section.
•
To skip this step and install the software version on the DVD, choose No and continue with Step 10.
•
To return to the previous window, choose Back.
The Import Windows Data window displays.
Step 9
In the Import Windows Data window, choose No.
Note
This document does not describe the Windows Upgrade. To perform a Windows Upgrade, that is, to upgrade from a Windows version of Cisco Unified CallManager to Cisco Unified CallManager 5.1(3), see Upgrading Cisco Unified CallManager for more information.
The Basic Install window displays.
Step 10
In the Basic Install window, choose Continue to install the software version on the DVD. Continue with the "Performing the Basic Installation" section.
Entering Preexisting Configuration Information
Start here if you have a server that has the product preinstalled or if you chose Skip in the Platform Installation Wizard window.
Procedure
Step 1
After the system restarts, the Preexisting Installation Configuration window displays.
Step 2
If you have preexisting configuration information that was generated by the Answer File Generator, that is stored on a floppy disc or a USB key, insert the disc or the USB key now and choose Continue. The installation wizard will read the configuration information during the installation process.
Note
If a popup window states that the system detected new hardware, press any key and then choose Install from the next window.
The Platform Installation Wizard window displays.
Step 3
To continue with the Platform Installation Wizard, choose Proceed.
Step 4
Choose the type of installation to perform by doing the following steps. See Table 11 for more information on installation options:
a.
In the Apply Additional Release window, choose one of the options:
•
To upgrade to a later Service Release of the software during installation, choose Yes. Continue with the "Applying a Patch" section.
•
To skip this step, choose No.
•
To return to the previous window, choose Back.
b.
In the Import Windows Data window, choose No.
Note
To perform a Windows Upgrade, that is, to upgrade from a Windows version of Cisco Unified CallManager to Cisco Unified CallManager 5.1(3), see Upgrading Cisco Unified CallManager for more information.
Step 5
In the Basic Install window, choose Continue. Continue with the "Performing the Basic Installation" section.
Applying a Patch
If you choose Yes in the Apply Patch window, the installation wizard installs the software version on the DVD first and then restarts the system. You must obtain the appropriate upgrade file from Cisco.com before you can apply a patch installation.
Note
You can upgrade to any higher release, so long as you have a full patch, not an ES or an SR, in which case you can only upgrade to a later service release of the same number.
If you are upgrading from Cisco Unified CallManager Release 5.x, the upgrade file name uses the following format:
cisco-ipt-k9-patchX.X.X.X-X.tar.gz.sgnWhere X.X.X.X-X represents the release and build number.
Note
Do not rename the patch file before you install it because the system will not recognize it as a valid file.
Note
Do not unzip or untar the file. If you do, the system may not be able to read the upgrade files.
You can access the upgrade file during the installation process from either a local disk (CD or DVD) or from a remote FTP or TFTP server.
Note
You can only apply one patch during the installation process.
Procedure
Step 1
The Install Upgrade Retrieval Mechanism Configuration window displays.
Step 2
Choose the upgrade retrieval mechanism to use to retrieve the upgrade file:
•
SFTP—Retrieves the upgrade file from a remote server by using the Secure File Transfer Protocol (SFTP). Skip to the "Upgrading from a Remote Server" section.
•
FTP—Retrieves the upgrade file from a remote server by using File Transfer Protocol (FTP). Skip to the "Upgrading from a Remote Server" section.
•
LOCAL—Retrieves the upgrade file from a local CD or DVD. Continue with the "Upgrading from a Local Disk" section.
Upgrading from a Local Disk
Before you can upgrade from a local disk, you must download the appropriate patch file from Cisco.com and copy the file to a CD or DVD. Because of the size of the patch files, you will need to copy it to a DVD in most cases.
Procedure
Step 1
When the Local Patch Configuration window displays, enter the patch directory and patch name, if required, and choose OK.
Note
You only need to enter the patch directory when the patch is not stored in the root directory of the CD or DVD. If the patch is stored in the root directory, enter a slash (/) in the directory field.
The Install Upgrade Patch Selection Validation window displays.
Step 2
The window displays the patch file that is available on the CD or DVD. To update the system with this patch, choose Continue.
Step 3
Choose the upgrade patch to install. The system installs the patch, then restarts the system, which is now running the upgraded software version.
After the system restarts, the Preexisting Configuration Information window displays.
Step 4
To continue the installation, choose Proceed.
The Platform Installation Wizard window displays.
Step 5
To continue the installation, choose Proceed or click Cancel to stop the installation.
If you choose Proceed, the Apply Patch window displays. Continue with Step 6.
If you choose Cancel, the system halts, and you can safely power down the server.
Step 6
When the Apply Patch window displays, choose No.
Note
You can only apply one patch during the upgrade process.
The Windows Upgrade window displays.
Step 7
Choose No and continue with "Performing the Basic Installation" section.
Upgrading from a Remote Server
If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure the network settings.
Procedure
Step 1
In the Auto Negotiation Configuration window, the installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation.
Note
To use this option, your hub or Ethernet switch must support automatic negotiation.
•
To enable automatic negotiation, choose Yes.
The MTU Configuration window displays. Continue with Step 3.
•
To disable automatic negotiation, choose No. The NIC Speed and Duplex Configuration window displays. Continue with Step 2.
Step 2
If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue.
The MTU Configuration window displays.
Step 3
In the MTU Configuration window, you can change the MTU size from the operating system default.
The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value.
CautionIf you configure the MTU size incorrectly, your network performance can be affected.
•
To accept the default value (1500 bytes), choose No.
•
To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK.
The DHCP Configuration window displays.
Step 4
For network configuration, you can choose to either set up static network IP addresses for the node and gateway or to use Dynamic Host Configuration Protocol (DHCP).
•
If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The system restarts and checks for network connectivity. Skip to Step 7.
•
If you want to configure static IP addresses for the node, choose No. The Static Network Configuration window displays.
Step 5
If you chose not to use DHCP, enter your static network configuration values and choose OK. See Table 10 for field descriptions.
The DNS Client Configuration window displays.
Step 6
To enable DNS, choose Yes, enter your DNS client information, and choose OK. See Table 10 for field descriptions.
After the system configures the network and checks for connectivity, the Remote Patch Configuration window displays.
Step 7
Enter the location and login information for the remote file server. See Table 10 for field descriptions. After the network restarts, the system connects to the remote server and retrieves a list of available upgrade patches.
If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches.
If the upgrade file is located on a Windows server, check with your system administrator for the correct directory path.
The Install Upgrade Patch Selection window displays.
Step 8
Choose the upgrade patch to install. The system downloads, unpacks, and installs the patch and then restarts the system, which is now running the upgraded software version.
After the system restarts, the Preexisting Configuration Information window displays.
Step 9
To continue the installation, choose Proceed.
The Platform Installation Wizard window displays.
Step 10
To continue the installation, choose Proceed or click Cancel to stop the installation.
If you choose Proceed, the Apply Patch window displays. Continue with Step 11.
If you choose Cancel, the system halts, and you can safely power down the server.
Step 11
When the Apply Patch window displays, choose No.
Note
You can only apply one patch during the upgrade process.
The Windows Upgrade window displays.
Step 12
Choose No and continue with "Performing the Basic Installation" section.
Performing the Basic Installation
To continue installing the software, either on the DVD or the upgraded software, follow this procedure.
Procedure
Step 1
When the Timezone Configuration window displays, choose the appropriate time zone for the server and then choose OK.
The Auto Negotiation Configuration window displays.
Step 2
The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation.
•
To enable automatic negotiation, choose Yes and continue with Step 4.
The MTU Configuration window displays.
Note
To use this option, your hub or Ethernet switch must support automatic negotiation.
•
To disable automatic negotiation, choose No and continue with Step 3.
The NIC Speed and Duplex Configuration window displays.
Step 3
If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue.
The MTU Configuration window displays.
Step 4
In the MTU Configuration window, you can change the MTU size from the operating system default.
The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value, which is 1500 bytes.
CautionIf you configure the MTU size incorrectly, your network performance can be affected.
•
To accept the default value (1500 bytes), choose No.
•
To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK.
The DHCP Configuration window displays.
Step 5
For network configuration, you can choose to either set up a static network IP address for the node or to use Dynamic Host Configuration Protocol (DHCP).
•
If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes and continue with Step 8.
The Administrator Login Configuration window displays.
•
If you want to configure a static IP address for the node, choose No and continue with Step 6.
The Static Network Configuration window displays.
Step 6
If you chose not to use DHCP, enter your static network configuration values and choose OK. See Table 10 for field descriptions.
The DNS Client Configuration window displays.
Step 7
To enable DNS, choose Yes, enter your DNS client information, and choose OK. See Table 10 for field descriptions.
The Administrator Login Configuration window displays.
Step 8
Enter your Administrator login and password from Table 10.
Note
The Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. You will need the Administrator login to log in to Cisco Unified Communications Operating System Administration, the command line interface, and the Disaster Recovery System.
The Certificate Information window displays.
Step 9
Enter your certificate signing request information and choose OK.
The First Node Configuration window displays.
Step 10
You can configure this server as either the first node in a Cisco Unified CallManager cluster or as a subsequent node.
•
To configure this server as the first Cisco Unified CallManager node, choose Yes and continue with the "Configuring the First Node" section.
The Network Time Protocol Client Configuration window displays.
•
To configure this server as a subsequent node in the cluster, choose No and continue with the "Configuring a Subsequent Node" section.
The First Node Configuration window displays.
Configuring the First Node
After you finish the basic installation, follow this procedure to configure the server as the first node in the cluster.
Procedure
Step 1
Choose whether you want to configure an external NTP server or manually configure the system time.
Note
Cisco recommends that you use an external NTP server to ensure accurate system time on the first node. Ensure the external NTP server is stratum 9 or higher (meaning stratums 1-9). Subsequent nodes in the cluster will get their time from the first node.
•
To set up an external NTP server, choose Yes and enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. You can configure up to five NTP servers, and Cisco recommends that you use at least three. To continue with the installation, choose Proceed.
The system contacts an NTP server and automatically sets the time on the hardware clock.
Note
If have already entered the network configuration information and the system has rebooted (a Skip installation), the Test button displays. You can choose Test to check whether the NTP servers are accessible.
•
To manually configure the system time, choose No and enter the appropriate date and time to set the hardware clock. To continue with the installation, choose OK.
The Database Access Security Configuration window displays.
Step 2
Enter the Database Access Security password from Table 10.
Note
The Database Access Security password must start with an alphanumeric character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. Be sure you save the Database Access Security password. You must enter the same password on all nodes in the cluster.
The SMTP Host Configuration window displays.
Step 3
If you want to configure an SMTP server, choose Yes and enter the SMTP server name.
Note
You must configure an SMTP server to use certain operating system features; however, you can also configure an SMTP server later by using the operating system GUI or the command line interface.
Step 4
Choose OK.
The Platform Configuration Confirmation window displays.
Step 5
To continue with the installation, choose OK.
The Application User Configuration window displays.
Note
If you need to change one of your previous entries, choose Back, make the change, and continue with the installation.
Step 6
Enter the Application User password from Table 10 and confirm the password by entering it again.
Step 7
Choose OK.
The system installs and configures the software. The DVD drive ejects, and the server reboots. Do not reinsert the DVD.
Step 8
When the installation process completes, you get prompted to log in by using the Administrator account and password.
Step 9
Complete the post-upgrade tasks that are listed in the "Post-Installation Tasks" section.
Configuring a Subsequent Node
To configure a subsequent node in the cluster, follow these steps.
CautionYou must configure a subsequent node on the first node by using Cisco Unified CallManager Administration before you install the subsequent node. For more information, see the Cisco Unified CallManager Administration Guide.
Procedure
Step 1
On the First Node Configuration window, read the Warning and make sure you have correctly configured the first node. To continue with the installation of the subsequent node, click OK.
The Network Connectivity Test Configuration window displays.
Step 2
During installation of a subsequent node, the system checks to ensure that the subsequent node can connect to the first node.
•
To pause the installation after the system successfully verifies network connectivity, choose Yes.
•
To continue the installation with a pause, choose No.
The First Node Access Configuration window displays.
Step 3
Enter the first node connectivity information from Table 10 and choose OK.
The system checks for network connectivity.
If you chose to pause the system after the system successfully verifies network connectivity, the Successful Connection to First Node window displays. Choose Continue.
Note
If the network connectivity test fails, the system always stops and allows you to go back and reenter the parameter information.
The SMTP Host Configuration window displays.
Step 4
If you want to configure an SMTP server, choose Yes and enter the SMTP server name.
Note
To use certain operating system features, you must configure an SMTP server; however, you can also configure an SMTP server later by using the operating system GUI or the command line interface.
The Platform Configuration Confirmation window displays.
Step 5
To start installing the software, choose OK, or, if you want to change the configuration, choose Back.
Step 6
When the installation process completes, you get prompted to log in by using the Administrator account and password.
Step 7
Complete the post-upgrade tasks that are listed in the "Post-Installation Tasks" section.
Post-Installation Tasks
After installing Cisco Unified CallManager on your server, you must set some configuration parameters and perform other post-installation tasks before you can begin using it. Perform these tasks for the server that you install and complete the tasks before other servers in the cluster are installed.
For post-installation tasks that you must complete after the installation, see Table 13.
Table 13 Post-Installation Tasks
Post-Installation Tasks Important NotesLog in as the Cisco Unified CallManager Application User and change the Application User passwords.
See the "Changing the Default Application User Passwords" section.
Upload your license file to the first node server.
See the "Uploading a License File" section.
Activate Cisco Unified CallManager feature services that you want to run.
Before you activate feature services, you must perform required preactivation tasks. For service activation requirements, refer to the Cisco Unified CallManager Serviceability System Guide.
Refer to Cisco Unified CallManager Serviceability System Guide.
Configure the backup settings.
Remember to back up your Cisco Unified CallManager data daily.
Refer to Disaster Recovery System Administration Guide.
The locale English_United_States installs automatically on the server; however, you can add new locales to the server, if required.
Refer to Cisco Unified Communications Operating System Administration Guide.
If applicable, configure any network management systems in use at your site.
Refer to Cisco Unified CallManager Serviceability System Guide.
If you want to set up a secure cluster, you can run your Cisco IP Telephony network in mixed mode.
For more information, see the "Installing the CTL Client" and "Configuring the CTL Client" procedures in the Cisco Unified CallManager Security Guide.
Configure the system.
For more information, refer to the Cisco Unified CallManager System Guide.
Changing the Default Application User Passwords
The installation sets all Application User passwords to the same Application User password that you entered during installation. Cisco recommends that you log in to Cisco Unified CallManager Administration and change these passwords. Refer to Cisco Unified CallManager Administration Guide for the procedure for changing a password.
Uploading a License File
Use the following procedure to upload a license file to the Cisco Unified CallManager server with the matching MAC address that is provided when a license file is requested. For information about obtaining a license file, see the "Obtaining a License File" section. The Cisco Unified CallManager server where the license file is loaded takes on the functionality of the license manager.
Note
Upload the license file on the first node of the Cisco Unified CallManager cluster.
Procedure
Step 1
Choose System > Licensing > License File Upload.
The License File Upload window displays.
Step 2
The Existing License Files drop-down list box displays the license files that are already uploaded to the server.
Note
To view the file content of any existing files, click View File.
Step 3
To choose a new license file to upload, click Upload License File.
The Upload File pop-up window displays.
Step 4
To upload to the server, click Browse to choose a license file.
Note
The file name format of the license file that you receive is CCM<timestamp>.lic. If you retain the .lic extension, you can rename the license file. You cannot use the license if you edit the contents of the file in any way.
Step 5
Click Upload.
After the upload process is complete, the Upload Result file displays.
Step 6
Click Close.
In the License File Upload window, the status of the uploaded file displays.
Note
The license file gets uploaded into the database, only if the version specified in the license file is greater than or equal to the Cisco Unified CallManager version that is running in the cluster. If the version check fails, an alarm gets generated, and you should get a new license file with the correct version. The system bases the version check only on major releases.
Applying Security to a New Node in a Secure Cluster
Use the following procedure to apply security to a new node in a secure cluster after you have successfully added the node. For more information on adding a new node to a cluster, see the "Add a New Node to an Existing Cluster" section.
Note
For more information, refer to the "Configuring the CTL Client" procedure in the Cisco Unified CallManager Security Guide.
Procedure
Step 1
Activate the Cisco CTL Provider service on the new node.
Step 2
Use an etoken from the existing CTL file and run the CTL client again to get the certificates from all the servers in the cluster, including the new server, into the CTL file. You must be running the Cisco CTL Provider on all servers in the cluster to generate the certificates and update the CTL file.
Step 3
Restart the Cisco TFTP service on all TFTP servers.
Step 4
Restart the Cisco CallManager service on all the nodes.
Step 5
Reset all devices to distribute the new CTL file to the devices.
Examining Log Files
If you encounter problems with the installation, you can obtain and examine the install log files by entering the following commands in Command Line Interface.
To obtain a list of install log files from the command line, enter
CLI > file list installTo view the log file from the command line, enter
CLI > file view install log_filewhere log_file is the log file name.
You can also view logs by using the Real-Time Monitoring Tool. For more information on using and installing the Real-Time Monitoring Tool, refer to theCisco Unified CallManager Serviceability Administration Guide and the Cisco Unified CallManager Serviceability System Guide.
Obtaining Documentation, Obtaining Support, and Security Guidelines
For information on obtaining documentation, obtaining support, providing documentation feedback, security guidelines, and also recommended aliases and general Cisco documents, see the monthly What's New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation, at:
http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html
Cisco Product Security OverviewThis product contains cryptographic features and is subject to United States and local country laws governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors and users are responsible for compliance with U.S. and local country laws. By using this product you agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local laws, return this product immediately.
A summary of U.S. laws governing Cisco cryptographic products may be found at: http://www.cisco.com/wwl/export/crypto/tool/stqrg.html. If you require further assistance please contact us by sending email to export@cisco.com.
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