Release Notes for Cisco Unified Communications Manager, Release 9.0(1)
Upgrading to Unified CM Release 9.0(1)

Upgrading to Unified CM Release 9.0(1)


Caution


When you upgrade to Cisco Unified Communications Manager 9.0, the system reboots several times as part of the upgrade process and the service outage period is longer than with traditional upgrades. Therefore, you may want to perform the upgrade during a scheduled down time for your organization to avoid service interruptions.



Caution


If you upgrade to the U.S. export unrestricted version of Cisco Unified Communications Manager, you will not be able to later upgrade to or be able to perform a fresh install of the U.S. export restricted version of this software. Note that IP phone security configurations will be modified to disable signaling and media encryption (including encryption provided by the VPN phone feature).



Note


A non-bootable image is available for download from Cisco.com. This image may be downloaded to a network server (remote source) or burned to DVD (local source) and used for upgrades. DVDs ordered from Cisco are bootable and may be used for fresh installs.



Caution


Be sure to back up your system data before starting the software upgrade process. For more information, see the Disaster Recovery System Administration Guide. If you are upgrading your software from a version prior to Release 8.6(x) on HP 7825H3 or HP7828H3 hardware, there is no option to revert to the previous version of Cisco Unified Communications Manager. If you do not back up your system data before starting the software upgrade process your data will be lost if your upgrade fails for some reason. If you chose to revert to the prior version, you will need to install the prior version and restore your data from your DRS backup.


The following sections contain important information about upgrading to this release of Unified CM:

Software Version Number

These release notes are based on following software version:

  • Unified CM: 9.0.1.10000-37

Pre-Upgrade Tasks

You must install all pre-9.0 licenses to Cisco Unified Communications Manager before you upgrade to the latest release. After you upgrade to the latest release, you cannot apply these licenses to Cisco Unified Communications Manager and you cannot apply them using the Enterprise License Manager. Ensure that you install all unused licenses or Product Authorization Keys (PAKs) before you upgrade the system.

To support high availability, Unified Communications Manager Release 9.x clusters operate in a full-featured demo mode for 60 days without a license. After 60 days, the clusters continue to operate and route calls, but the functionality to add or remove devices and users is disabled until valid licenses are available on the associated Enterprise License Manager (ELM).

Before you begin the upgrade, refer to the Upgrade Guide for Cisco Unified Communications Manager here: http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html.


Caution


When you perform a Refresh Upgrade to the latest release of Cisco Unified Communications Manager, the system reboots several times as part of the upgrade process and the service outage period is longer than with traditional upgrades. Therefore, you may want to perform the upgrade during a scheduled down time for your organization to avoid service interruptions.



Caution


If you upgrade to the U.S. export unrestricted version of Cisco Unified Communications Manager, you will not be able to later upgrade to or be able to perform a fresh install of the U.S. export restricted version of this software. Note that IP phone security configurations will be modified to disable signaling and media encryption (including encryption provided by the VPN phone feature).



Note


A non-bootable image is available for download from Cisco.com. This image may be downloaded to a network server (remote source) or burned to DVD (local source) and used for upgrades. DVDs ordered from Cisco are bootable and may be used for fresh installs.



Caution


Be sure to back up your system data before starting the software upgrade process. For more information, see the Disaster Recovery System Administration Guide for Cisco Unified Communications Manager. If you are performing a Refresh Upgrade from a version prior to Release 8.6(x) on HP7825H3 or HP7828H3 hardware, there is no option to revert to the previous version of Cisco Unified Communications Manager. If you do not back up your system data before starting the software upgrade process your data will be lost if your upgrade fails for some reason. If you chose to revert to the prior version, you will need to install the prior version and restore your data from your DRS backup. Cisco recommends that you locate your install disks and licence information for the previous version to facilitate the recovery, if necessary.


Software Upgrade Considerations

Overview of the Software Upgrade Process

In addition to providing detailed upgrade considerations and prerequisite information, the Upgrade Guide for Cisco Unified Communications Manager also provides an overview of the upgrade process. Cisco recommends that you use that document as a reference before and during the upgrade process here: http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html.

You must follow a very specific order when upgrading Unified Communications Manager and IM and Presence Service. The order is dependent upon the release from which you are upgrading. The pre-upgrade release determines the type of upgrade you must perform. There are two types of upgrades:

  • Standard Upgrade
  • Refresh Upgrade

Upgrading on a Virtual Server

If you run Cisco Unified Communications Manager on a virtual server, and are upgrading to the latest release, you must make sure that the virtual server's Guest Operating System and RAM meet the requirements for the latest release.


Note


In Unified Communications Manager Release 9.1(1) the following changes have been made to the OVAs:

  • The number and the size of the vDisk for the 7500 user and 10000 user OVAs have changed from 2 x 80 GB to 1 x 110 GB.
  • The number of vCPU for the 2500 Limited User OVA has changed from 1 vCPU to 2 vCPU.

For more information about virtual machine configurations for Unified Communications Manager Release 9.1(1), refer to the documentation at http:/​/​docwiki.cisco.com/​wiki/​Unified_Communications_Virtualization_Downloads_%28including_OVA/​OVF_​Templates%29#Unified_​Communications_​Manager.


To upgrade Unified Communications Manager on a virtual server, do the following:


Note


This applies only to a Refresh Upgrade.


  1. Upgrade Unified Communications Manager on the virtual machine to the latest release. For information on installing or upgrading Unified Communications Manager on virtual servers, refer to the document Cisco Unified Communications Manager on Virtualized Servers here http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html.
  2. After you finish the upgrade, shut down the virtual machine.
  3. Change the Guest Operating System to Red-Hat Enterprise Linux 5 (32-bit).
  4. Check the RAM on the virtual machine and make sure that it meets the minimum RAM requirements for this release. Refer to the readme file that accompanied this release's OVA file for minimum RAM requirements at: Products\Voice and Unified Communications\IP Telephony\Call Control\Cisco Unified Communications Manager (CallManager)\Cisco Unified Communications Manager Version [Release]\Unified Communications Manager Virtual Machine Templates.
  5. Save changes.
  6. Restart the virtual machine.

Making Configuration Changes During an Upgrade

The Upgrade Guide for Cisco Unified Communications Manager describes restrictions that apply to the configuration changes that you can make during an upgrade. For more information, see http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html.

Supported Upgrades

For information about supported upgrades, the Cisco Unified Communications Manager Compatibility Matrix at the following URL:

http:/​/​www.cisco.com/​en/​US/​docs/​voice_ip_comm/​cucm/​compat/​ccmcompmatr.html

Obtaining the Upgrade File

Before you begin the upgrade process, you must obtain the appropriate upgrade file. For base releases such as 9.0(1), the upgrade file required must be ordered using the Product Upgrade Tool (PUT), at www.cisco.com/​upgrade. For all subsequent 9.x releases, the required upgrade file will be posted to the Downloads section of Cisco.com. You can access the upgrade file during the installation process from either a local DVD or from a remote FTP or SFTP server. Be aware that directory names and filenames that you enter to access the upgrade file are case-sensitive.

Ordering the Upgrade Media

To upgrade to the latest release of Unified Communications Manager from a release prior to 8.0(1), use the Product Upgrade Tool (PUT) to obtain a media kit and license or purchase the upgrade from Cisco Sales.

To use the PUT, you must enter your Cisco contract number (Smartnet, SASU or ESW) and request the DVD/DVD set. If you do not have a contract for Unified Communications Manager, you must purchase the upgrade from Cisco Sales.

For more information about supported Unified Communications Manager upgrades, see the Cisco Unified Communications Manager Software Compatibility Matrix at the following URL:

http:/​/​www.cisco.com/​en/​US/​docs/​voice_ip_comm/​cucm/​compat/​ccmcompmatr.htmlhttp:/​/​www.cisco.com/​en/​US/​docs/​voice_ip_comm/​cucm/​compat/​ccmcompmatr.html

See the "Software Upgrades" chapter of the Upgrade Guide for Cisco Unified Communications Manager.

Software Upgrade Procedures

Installing the COP File


Caution


For both restricted and unrestricted upgrades from an 8.5(x) or earlier release to a 9.0 release, this patch (COP file) must be applied prior to initiating the upgrade. Before you upgrade from compatible versions of Unified CM, install the COP file named ciscocm.refresh_upgrade_v1.1.cop.sgn that you can find under Cisco Unified Communications Manager Version 9.0 > Unified Communications Manager / CallManager / Cisco Unity Connection Utilities > COP-Files.


Upgrading to Restricted or Unrestricted Unified Communications Manager

If upgrading from 8.5(1) or earlier, complete the Installing the COP File procedure.


Note


The unrestricted version of Unified Communications Manager is available in limited markets only.


Be aware that after you install or upgrade to an unrestricted release, you can never upgrade to a restricted version. You are not even allowed to fresh install a restricted version on a system that contains an unrestricted version.

Upgrade from a Local Source

To upgrade the software from local DVD, follow this procedure.

Procedure
    Step 1   If you are upgrading from 8.5(1) or earlier, complete the Installing the COP File procedure.
    Step 2   If you are performing a Refresh Upgrade on HP7825H3 or HP7828H3 hardware from a version prior to Release 8.6(x), use an externally powered USB disk drive with a minimum size of 16GB to migrate the data from the old system to the new installation. For Unity Connection and Business Edition 5000, an externally powered USB disk drive with a minimum size of 128GB is required. Cisco recommends that you use an externally powered USB drive because other drives may not be recognized during the Refresh Upgrade sequence.
    Caution   

    If you are upgrading your software on HP7825H3 or HP7828H3 hardware from a version prior to Release 8.6(x), there is no option to revert to the previous version of Cisco Unified Communications Manager. If you do not back up your system data before starting the software upgrade process your data will be lost if your upgrade fails for some reason. If you chose to revert to the prior version, you will need to install the prior version and restore your data from your DRS backup.

    Step 3   If you do not have a Cisco-provided upgrade disk, create an upgrade disk by burning the upgrade file that you downloaded onto a DVD as an ISO image.

    Just copying the .iso file to the DVD will not work. Most commercial disk burning applications can create ISO image disks.

    Step 4   Insert the new DVD into the disc drive on the local server that is to be upgraded.
    Step 5   Log in to Cisco Unified Communications Operating System Administration.
    Step 6   Navigate to Software Upgrades > Install/Upgrade.

    The Software Installation/Upgrade window displays.

    Step 7   From the Source list, choose DVD.
    Step 8   Enter a slash (/) in the Directory field.
    Step 9   To use the Email Notification feature, enter your Email Destination and SMTP Server in the fields provided.
    Step 10   To continue the upgrade process, click Next.
    Step 11   Choose the upgrade version that you want to install and click Next.
    Step 12   In the next window, monitor the progress of the download.
    Step 13   If you want to run the upgraded software at the completion of the upgrade process and automatically reboot to the upgraded partition, choose Switch to new version after upgrade. The system restarts and is running the upgraded software. If you are performing a Refresh Upgrade on HP7825H3 or HP7828H3 hardware from a version prior to Release 8.6(x), there is no option to revert to the previous version of Cisco Unified Communications Manager and you will not be able to choose Switch to new version after upgrade.
    Step 14   If you want to install the upgrade and then manually switch to the upgraded partition at a later time, do the following steps, choose Do not switch to new version after upgrade.
    Step 15   Click Next. For a Refresh Upgrade, the following text appears:
    1. For non-HP7825H3/HP7828H3 hardware:

      A Refresh Upgrade requires that the server be rebooted during the upgrade. Services will be affected during the upgrade operation. Click OK to proceed with the upgrade.

    2. For HP7825H3/HP7828H3 hardware:

      If you are upgrading from a version prior to Release 8.6(x), this server model requires a USB storage device in order to proceed with the upgrade. Use a USB storage device with at least 16GB of capacity. Note that any existing data on the USB device will be deleted.

      For Unity Connection and Business Edition, the USB storage device must be at least 128 GB.

      The Upgrade Status window displays the Upgrade log.

    Step 16   When the installation completes, click Finish (not applicable for Refresh Upgrades).
    Step 17   To restart the system and activate the upgrade, choose Settings > Version; then, click Switch Version.

    The system restarts running the upgraded software (not applicable for Refresh Upgrades).


    Upgrading from a Remote Source


    Caution


    If you are performing a Refresh Upgrade on HP7825H3 or HP7828H3 hardware from a version prior to Release 8.6(x), there is no option to revert to the previous version of Cisco Unified Communications Manager. If you do not back up your system data before starting the software upgrade process your data will be lost if your upgrade fails for some reason. If you chose to revert to the prior version, you will need to install the prior version and restore your data from your DRS backup.


    Supported SFTP Servers

    Cisco allows you to use any SFTP server product but recommends SFTP products that have been certified with Cisco through the Cisco Technology Developer Partner program (CTDP). CTDP partners, such as GlobalSCAPE, certify their products with specified versions of Cisco Unified Communications Manager. For information about which vendors have certified their products with your version of Cisco Unified Communications Manager, refer to the following URL:

    http:/​/​www.cisco.com/​pcgi-bin/​ctdp/​Search.pl

    Cisco uses the following servers for internal testing. You may use one of these servers, but you must contact the vendor for support:

    Cisco does not support using the SFTP product-free FTDP because of the 1GB file size limit on this SFTP product.

    For issues with third-party products that have not been certified through the CTDP process, contact the third-party vendor for support.

    To upgrade the software from a network location or remote server, use the following procedure.


    Note


    Do not use the browser controls, such as Refresh/Reload, while you are accessing Cisco Unified Communications Operating System Administration. Instead, use the navigation controls that are provided by the interface.


    Procedure

    1. If upgrading from 8.5(1) or earlier complete the Installing the COP File procedure.
    2. If you are performing a Refresh Upgrade on HP7825H3 or HP7828H3 hardware from a version prior to Release 8.6(x), use an externally powered USB disk drive with a minimum size of 16GB to migrate the data from the old system to the new installation. For Unity Connection and Business Edition 5000, an externally powered USB disk drive with a minimum size of 128GB is required. Cisco recommends that you use an externally powered USB drive because other drives may not be recognized during the Refresh Upgrade sequence.
    3. Put the upgrade file on an FTP or SFTP server that the server that you are upgrading can access.
    4. Log in to Cisco Unified Communications Operating System Administration.
    5. Navigate to Software Upgrades > Install/Upgrade. The Software Installation/Upgrade window displays.
    6. From the Source list, choose Remote File system.
    7. In the Directory field, enter the path to the directory that contains the patch file on the remote system. 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, remember that you are connecting to an FTP or SFTP server, so use the appropriate syntax. Begin the path with a forward slash (/) and use forward slashes throughout the path. The path must start from the FTP or SFTP root directory on the server, so you cannot enter a Windows absolute path, which starts with a drive letter (for example, C:).
    8. In the Server field, enter the server name or IP address.
    9. In the User Name field, enter the user name on the remote server.
    10. In the User Password field, enter the password on the remote server.
    11. Select the transfer protocol from the Transfer Protocol field.
    12. To use the Email Notification feature, enter your Email Destination and SMTP Server in the fields provided.
    13. To continue the upgrade process, click Next.
    14. Choose the upgrade version that you want to install and click Next.
    15. In the next window, monitor the progress of the download.

      Note


      If you lose your connection with the server or close your browser during the upgrade process, you may see the following message when you try to access the Software Upgrades menu again:

      Warning: Another session is installing software, click Assume Control to take over the installation.

      If you are sure you want to take over the session, click Assume Control.

      If Assume Control is not displayed, you can also monitor the upgrade with the Real Time Monitoring Tool.


    16. If you want to install the upgrade and automatically reboot to the upgraded software, choose Switch to new version after upgrade. The system restarts and runs the upgraded software.
    17. If you want to install the upgrade and then manually switch to the upgraded software at a later time, choose Do not switch to new version after upgrade.
    18. Click Next. For a Refresh Upgrade, the following text appears: For non- HP7825H3/HP7828H3 hardware: A Refresh Upgrade requires that the server be rebooted during the upgrade. Services will be affected during the upgrade operation. Press OK to proceed with the upgrade. For HP7825H3/HP7828H3 hardware: This server model requires a USB storage device in order to proceed with the upgrade. Use a USB storage device with at least 16GB of capacity. Note that any existing data on the USB device will be deleted. For Unity Connection and Business Edition the USB storage device must be at least 128 GB. The Upgrade Status window displays the Upgrade log.
    19. When the installation completes, click Finish (not applicable for Refresh Upgrades).
    20. To restart the system and activate the upgrade, choose Settings > Version then click Switch Version.

    The system restarts running the upgraded software (not applicable for Refresh Upgrades).

    Bridge Upgrade

    The bridge upgrade provides a migration path for customers who want to migrate from a discontinued Cisco Unified Communications Manager server to a server that supports the newest release of Cisco Unified Communications Manager. For more information, see the Upgrade Guide for Cisco Unified Communications Manager here: http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html.

    Post-Upgrade Tasks

    After the upgrade, perform the post-upgrade tasks outlined in the Upgrade Guide for Cisco Unified Communications Manager: http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html. Note that you must perform the following post-upgrade tasks only after you have completed the upgrade for the entire cluster, and have set up the database:

    • install additional locales
    • install COP files

    Note


    After you perform a switch version when you upgrade Unified Communications Manager, IP phones request a new configuration file. This request results in an automatic upgrade to the device firmware.


    Latest Software and Firmware Upgrades for Unified Communications Manager on Cisco.com

    After you install or upgrade to this release of Unified Communications Manager, check to see if Cisco has released software upgrades, firmware upgrades, critical patches or Service Updates.

    Firmware

    Applying the latest comprehensive Firmware Upgrade CD (FWUCD) can prevent catastrophic failures and should be applied as soon as possible.

    To check for the latest FWUCD from www.cisco.com:

    • select Support > Download Software.
    • Navigate to Products > Voice and Unified Communications > Communications Infrastructure > Voice Servers > Cisco 7800 Series Media Convergence Servers (or Cisco UCS B-Series Blade Servers) > (your server model).

    Software

    Service Updates (SUs) contain fixes that were unavailable at the time of the original release. They often include security fixes, firmware updates, or software fixes that could improve operation.

    To check for software upgrades, SUs, and critical patches from www.Cisco.com::

    • Select Support > Download Software.
    • Navigate to the "Voice and Unified Communications" section and select IP Telephony > Call Control > Cisco Unified Communications Manager (CallManager) > the appropriate version of Cisco Communications Manager for your deployment.

    Related Documentation

    You can view documentation that supports this release of Unified Communications Manager at http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​tsd_​products_​support_​series_​home.html.

    Limitations and Restrictions

    A list of compatible software releases represents a major deliverable of Unified Communications Manager system testing. The recommendations, which are not exclusive, represent an addition to interoperability recommendations for each individual voice application or voice infrastructure product.

    For a list of software and firmware versions of IP telephony components and contact center components that were tested for interoperability with this release of Unified Communications Manager as part of Cisco Unified Communications System testing, see the following web page:

    http:/​/​www.cisco.com/​go/​unified-techinfo


    Note


    Be aware that releases of Cisco IP telephony products do not always coincide with Unified Communications Manager releases. If a product does not meet the compatibility testing requirements with Unified Communications Manager, you must wait until a compatible version of the product becomes available before you can upgrade to the latest release of Unified Communications Manager. For the most current compatibility combinations and defects that are associated with other Unified Communications Manager products, refer to the documentation that is associated with those products.