This section describes how to prepare for upgrade and perform
the entire upgrade process on Unified CCX 7.0(2)ES03 servers to move
to Unified CCX Release 9.0(1).
The upgrade process described in this chapter is applicable only for Unified CCX deployed with Cisco Unified Communications Manager (Unified CM). The Unified CCX earlier to 9.0(1), deployed with Cisco Unified CME cannot be upgraded to Unified CCX 9.0(1).
The entire upgrade process comprises
the following three phases:
In the backup phase, you back up your Unified CCX cluster with a tool offered by Cisco, called the Pre-Upgrade Tool (PUT). This tool facilitates the process of backing up data from your Unified CCX cluster.
Because Unified CCX 7.0(2)ES03 still supports two-node clusters with high availability (HA), you should run PUT on the engine master node. However, before you run PUT to complete the backup operation in an HA setup, make sure that both the nodes in the cluster are up and accessible. PUT retrieves the backed-up data from the standby servers programmatically and moves the complete backup tape archive (TAR) file to the SFTP location that you provide.
It is important that you back up the Unified CM data before you run the PUT, because this may help you retrieve the Unified CM data in case you want to roll back to your existing setup of Unified CCX 7.0(2).
The following subsections explain more about the PUT and its functionality.
You can use PUT (CiscoUnifiedCCXPreUpgradeToolInstaller_901.exe) to back up data for Unified CCX, as specified in the following sections. PUT assists you with the first step in migrating Unified CCX data from the supported versions of 7.0(2)ES03 to Unified CCX 9.0(1) by exporting this data and saving it in a TAR file in a location that you specify. PUT also generates a log file, which you can view for detailed information on data backup.
You must install and run PUT on the Unified CCX 7.0(2)ES03 engine master node (in cases of multinode cluster or high availability) before you upgrade to Unified CCX 9.0(1).
If you make any configuration changes during or after running PUT, the system does not retain any of these changes after the upgrade.
PUT software is available for download in the Cisco download
area. To install the PUT software on your Unified CCX system, complete the
After the installation is complete, the Install Complete screen
appears (see Figure 4).
Figure 4. Install Complete screen
Click Done to exit the installer.
A shortcut for PUT is automatically created on the desktop.
After you install the PUT software, you are ready
to start the backup process.
Stop and disable Cisco Security Agent (CSA) and other antivirus
software applications, if any, running on the Unified CCX 7.0(2)ES03 nodes in
Ensure that all the nodes in the Unified CCX cluster are running.
Double-click the PUT shortcut from the desktop to start the PUT.
The CCX Pre-Upgrade Backup screen appears (see Figure 5).
Figure 5. CCX Pre-Upgrade Backup screen
The Pre-Backup Action Items screen appears listing the
activities that you must accomplish before you take the backup (see Figure 6).
Figure 6. Pre-Backup Action Items screen
Click Accept if you agree to the listed terms and have performed
all the listed pre-backup activities.
The Backup Location Details screen
appears (see Figure 7 ).
You must perform all the pre-backup activities listed on the
Pre-Backup Action Items screen to proceed with the backup activity. If you have
not performed any of the listed activities, exit the PUT immediately, perform
the activity, and then rerun the tool from the beginning.
Figure 7. Backup Location Details screen
Enter the backup storage location details as follows:
SFTP Server: IP address or hostname of the SFTP server
SFTP Path: Path to the backup folder on the SFTP server
SFTP User Name: Username to access the SFTP server
SFTP Password: Password to access the SFTP server
Ensure that you have full read and write access to the
SFTP server location where you intend to store the backup TAR file.
The CCX Backup Confirmation message appears to confirm that the tool has validated the SFTP location (see Figure 8).
Figure 8. CCX Backup Confirmation message
Click Yes to proceed.
A warning message appears to ensure that
sufficient space is available on the destination backup directory to store the
backup TAR file (see Figure 9). Ensure you have enough space on the
destination backup directory.
Figure 9. Warning message for free space on destination backup
Click OK to proceed with the backup process.
Progress screen appears (see Figure 10).
Figure 10. CCX Backup Progress screen
After the backup process is complete, an information screen appears
with the message that the backup operation completed successfully (see Figure
Figure 11. CCX backup operation completed information screen
Click OK and check the status on the CCX Backup Progress screen
(see Figure 12).
Figure 12. CCX Backup Progress screen
any of the following:
ChooseFile > Verify Backup
verify the TAR file details and the backup location.
The Backup TAR Path
Details screen appears (see Figure 13).
Click Home if you want to verify the TAR file details and the
backup location later.
The Unified CCX Pre-Upgrade Backup screen appears (see Figure 5).
Figure 13. Backup TAR Path Details screen
Enter the details, such as IP address of the SFTP server, path to
the backup TAR file, and SFTP username and password, in the respective fields.
The CCX Backup TAR Info screen appears with
the information about the backup that you have taken (see Figure 14).
Figure 14. CCX Backup TAR Info screen
View the backup TAR file information and click Close.
File > Exit
and then click Yes to exit the PUT.
In the installation phase, you upgrade your existing
Call Manager or Unified CM and then install Unified CCX 9.0(1).
After running the backup process using PUT and before installing
Unified CCX 9.0(1), you must upgrade the system running Unified CM to the
latest compatible version using the software upgrade process and perform a
switch version to switch and activate the upgraded partition.
It is important that you keep all the configuration parameters
(provided during Unified CCX 9.0(1) installation) handy so that in case you
need to reinstall, the same Unified CCX 9.0(1) license can be reused.
Follow these steps to start restoring the backed-up data and performing the initial
setup procedure on the first node of the Unified CCX cluster in a single-node
setup or two-node setup.
From any computer in the network that meets the client system
requirements, enter the following URL in a web browser, where server name is
the hostname or the IP address of the server on which you installed Unified
Click Cisco Unified Contact Center Express.
The Cisco Unified CCX
Administration Authentication window appears.
In the Cisco Unified CCX Administration Authentication window,
enter the Administrator username and password that you created during
Verify the validation information that appears in the License
Information window and then click Next to continue.
The Windows to Linux Upgrade Status window appears.
Read the instructions on the Windows to Linux Upgrade Status
window and ensure that you have completed all the activities before
starting the restore process.
Click Next to start the restore process.
The Windows to Linux
Upgrade in progress appears, showing the status for components activation and
the phases of the upgrade.
After all the backed-up configuration data and DB data are
restored, the upgrade status displays the following message:
Phase 1 completed successfully. Phase 2 started
automatically in the background. Click Next to continue.
Phase 2 of the Windows to Linux Upgrade includes restoring the
historical reporting (HR) data and recordings (audio files).
A message window appears prompting you with the
You are about to be redirected to the Cisco Unified CCX
Administration Authentication page. Do not reboot the server until all the
phases of Upgrade are over.
The Cisco Unified CCX Administration window appears.
Log in to the Cisco Unified CCX Administration using the same
application user credentials of your Unified CCX 7.0(2)ES03 server from where
you made the backup.
Before performing JTAPI Resync, check the status of upgrade by
Tools > Windows Upgrade.
The Cisco JTAPI Resync window appears showing
After successful resync of Cisco JTAPI, a message prompts you to
restart the Unified CCX Engine.
JTAPI resync can be performed at the same time when Phase 2 of
upgrade is in progress, but Unified CCX Engine should not be restarted until
the upgrade is complete.
If the call center needs to be operational after you finish
installing the first node, run the Unified CCX Desktop Client
Configuration Tool on this node. You can do so by logging in to the web
interface of Cisco Unified CCX Administration and then choosing
Tools > Plugin > Desktop
Suite > Client Configuration
Tool. Let the Unified CCX Desktop Client
Configuration Tool run until it finishes.
You have successfully upgraded to Unified CCX 9.0(1).
If calls are to be taken only after both nodes (in an HA setup)
are up, the Unified CCX Desktop Client Configuration Tool has to run only
once. Otherwise, run it twice: once after the first node is up and one more time
after the second node is up.
Examine log files
If you encounter problems with the upgrade, you may be able
to examine the following log files:
Backup operation log files
C:\W1Log<time stamp>.zip on the Unified
CCX 7.0(2)ES03 server.
Restore operation log
files after downloading from the RTMT and unzipping them. To download the log
files from RTMT, do the following:
Log in to RTMT and then choose
Trace and log
central > Collect files.
Choose the Cisco Unified Cluster View daemon component.
On the next page choose Install and Upgrade logs.
Select the time range when upgrade was performed by choosing
CVD > Install/Upgrade