Installing and Configuring Cisco Packaged Contact Center Enterprise 9.0(x)
Configure Solution Components

Contents

Configure Solution Components

After you create VMs on the destination system—by golden template or direct-install—you must configure those VMs for customer uer. This chapter contains the procedures you must perform.


Note


Unless otherwise noted, the procedures in this section apply to both golden-template and direct-install options.


Configure Unified CCE Data Server

Validate Network Adapter Settings and Power On

DO THIS FOR all VMs that use the Windows Operating System.
Procedure
    Step 1   Select the Virtual Machine in the vSphere client. Right-click the VM and choose Edit settings.
    Step 2   On the Hardware tab, select each Network adapter. Make sure that Connect at power on in the Device Status group is checked:
    1. Under Network Connection, select the appropriate network connection from the Network label drop-down list.

      Unified CCE systems have two network adapters. Network adapter 1 must be set to Public. Network adapter 2 must be set to Private.

      All other VMs have only Network adapter 1, which must be set to Public.

    2. Close the Edit Settings.
    Step 3   Power on the virtual machine.
    Step 4   DO NOT press Ctrl-Alt-Delete.
    Step 5   Wait for the VM to restart and to apply customization. This can take five to ten minutes.

    What to Do Next

    Important:

    If you press Ctrl-Alt-Delete after powering on, the customization does not take effect. You must complete it manually. For more information, see http:/​/​docwiki.cisco.com/​wiki/​Recover_​from_​Pressing_​Ctrl-Alt-Del_​During_​Power-On .


    Note


    For the Unified CVP only, make sure all services are running.


    Configure Network Cards


    Note


    Do this for all the Unified Contact Center Enterprise virtual machines that has two network adapters.
    Procedure
      Step 1   Select Start and right-click Network and select Properties.
      Step 2   Click Change adapter settings.
      Step 3   Rename the Local Area Connection to visible. This is the Public network card.
      Step 4   Rename the Local Area Connection 2 to private. This is the Private network card.
      Step 5   On the Network Connections page, press Alt F to display the Advanced menu.
      Step 6   From the Advanced menu, select Advanced Settings.
      Step 7   Under Adapters and Bindings , sort the connections so that visible is on top, and click OK.
      Step 8   For the Private connection, uncheck File and Printer Sharing for Microsoft Networks and Client for Microsoft Networks.

      Edit Registry Settings and Restart VM

      Do this for all the windows based virtual machines that are cloned from Golden Templates using GT Automation tool. Do not perform this step for direct installs.

      Perform this procedure to reset the Local Admin password on the machine.

      Procedure
        Step 1   Go to Start > Administrative Tools > Computer Management.
        Step 2   On the left panel, expand Computer Management (Local) > System Tools > Local Users and Groups > Users.
        Step 3   On the right panel, right-click the administrator and choose Set Password.
        Step 4   Click Proceed at the warning message, and then enter the new password.
        Step 5   Click OK to save.
        Step 6   Access the Registry Editor (Start > Run > regedit).
        Step 7   For Domain based Virtual Machines, navigate to HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft:
        1. Continue to navigate to Windows NT > CurrentVersion > Winlogon.
        2. Set AutoAdminLogon to 0.
        3. Add or set DefaultDomainName to the customer domain name.
        4. Add or set DefaultUserName to the customer user name.
        Step 8   For non-domain based Virtual Machines, navigate to HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft:
        1. Continue to navigate to Windows NT > CurrentVersion > Winlogon.
        2. Set AutoAdminLogon to 0.
        3. Add or set DefaultUserName to the customer user name.
        Step 9   From the VM client, restart the machine and log in to the domain.

        What to Do Next

        To synchronize time with the domain controller, open a command prompt and type the command NET TIME /DOMAIN:<domain>.

        Configure Unified CCE Encryption Utility

        DO THIS FOR the Unified Contact Center Enterprise Virtual machines. Do not perform this procedure for direct installs.

        Procedure
          Step 1   Start All Programs > Cisco Unified CCE Tools.
          Step 2   Select SSL Encryption Utility.
          Step 3   Click the Certificate Administration tab.
          Step 4   Click Uninstall. Select Yes.
          Step 5   When the uninstallation completes, choose Install.

          You see a stream of messages, ending with SSL Certificate successfully installed.

          Step 6   Click Close.

          Configure SQL Server

          Procedure
            Step 1   Go to Start > All Programs > Microsoft SQL Server 2008 R2 > SQL Server Management Studio.
            Step 2   Expand Security and then Logins.
            Step 3   Use the default settings to log in.
            1. Double-click BUILTIN\Administrators.
            2. Choose Server Roles.
            3. Make sure that public and sysadmin are both checked.
            Step 4   If Logins folder does not contain BUILTIN\Administrators:
            1. Right-click Logins and select New Login.
            2. Click Search and then Locations to locate BUILTIN in the domain tree.
            3. Type Administrators and click Check Name and then OK.
            4. Double-click BUILTIN\Administrators.
            5. Expand Server Roles.
            6. Make sure that public and sysadmin are both checked.

            Configure a Database Drive

            DO THIS FOR Virtual Machines that require an additional hard drive to archive data.

            You must perform this procedure for the CCE Data Server and if you deploy the optional CVP Reporting Server.

            Procedure
              Step 1   Choose Start > All Programs > Administrative Tools > Computer Management.
              Step 2   Under Storage, click Disk Management.
              Step 3   When you see Select Disks: Disk 1, select the option Use the following partition style for the selected disks: MBR (Master Boot Record).
              Step 4   Create a new disk partition as follows: right-click the second disk (marked as uninitialized), choose Format.
              1. Enter a name for the Volume Label.
              2. Retain the default file system (NTFS).
              3. Retain the default allocation unit size.
              4. Check the Perform a quick format option.
              5. Click OK.
              6. Click OK at the message about erasing data.

                The format is complete when the status changes to Healthy.

              The SQL reporting data wlll be stored on this disk.


              Configure Domain Manager

              DO THIS ONCE, on the first Unified CCE Call or Data Server that you configure. Configuring Domain Manager for the Side A Unified CCE Data Server also configures the domain manager for the Side B Unified CCE Data Server and both Side A and Side B Call Servers.

              This procedure creates organizational unit (Cisco_ICM, facility,instance) from any of the Unified CCE servers.

              Procedure
                Step 1   Choose Start > All Programs > Cisco Unified CCE Tools > Domain Manager.
                Step 2   Log in to an administrator account in the domain.
                Step 3   Choose the domain that you want to add.
                Step 4   If this is the first instance, add the Cisco Root as Cisco_ICM, :
                1. Under Cisco root, click Add.
                2. Select the organizational unit (OU) under which you want to create the Cisco Root OU, then click OK.

                  When you return to the Domain Manager dialog box, the Cisco Root OU appears either at the domain root or under the OU you selected. You can now add the facility.

                Step 5   Add the facility organizational unit (OU):
                1. Select the Cisco Root OU under which you want to create the Facility OU.
                2. In the right pane, under Facility, click Add.
                3. Enter the name for the Facility. Then click OK.
                Step 6   Add the Instance OU:
                1. Navigate to and select the Facility OU under which you want to create the Instance OU.
                2. In the right pane, under Instance, click Add.
                3. Enter the instance name and click OK.
                Step 7   Click Close.

                Set Up the Instance

                DO THIS ONCE


                Note


                Ensure that your browser is enabled.


                Procedure
                  Step 1   Launch the Unified CCE Web Setup.
                  Step 2   Sign in using as domain user having local Administrator rights.
                  Step 3   Click Instance Management, and then click Add.
                  Step 4   On the Add Instance page, configure as follows and then click Save:
                  1. Choose the customer facility and instance.
                  2. In the Instance Number field, enter 0.
                  Step 5   Click Save.

                  Configure the Logger

                  Configure Logger Database and Log

                  DO THIS FOR the CCE Data Servers on Side A and Side B.

                  Procedure
                    Step 1   Choose Start > All Programs > Cisco Unified CCE Tools > ICMdba. Click Yes at the warnings.
                    Step 2   Navigate to Server > Instance (logger being installed).
                    Step 3   Right-click the instance name and choose Create to create the logger database.
                    Step 4   In the Select Component dialog box, choose the logger you are working on ( Logger A or Logger B). Click OK.
                    Step 5   At the prompt, "SQL Server is not configured properly. Do you want to configure it now?" Click Yes.
                    Step 6   On the Configure page, in the SQL Server Configurations pane check Memory (MB) and Recovery Interval. Click OK.
                    Step 7   On the Stop Server page, click Yes to stop the services.
                    Step 8   In the Select Logger Type dialog box, choose Enterprise. Click OK to open the Create Database dialog box.
                    Step 9   Create the Logger database and log as follows:
                    1. In the DB Type field, choose the Side (A or B).
                    2. In the region field, choose your region.
                    3. In the Storage pane, click Add.
                    4. In the Create Database dialog box, click Add to open the Add Device dialog box.
                    5. Click Data
                    6. Choose the E drive.
                    7. Enter 665600 MB in the Size field.
                    8. Click OK to return to the Create Database dialog box.
                    9. Click Add again.
                    10. In the Add Device dialog box, click Log.
                    11. Choose the E drive.
                    12. Enter 3072MB in the Size field.
                    13. Click OK to return to the Create Database dialog box.
                    Step 10   In the Create Database dialog box, click Create. Then click Start.

                    When you see the successful creation message, click OK and then Close.


                    Configure the Logger Component in Web Setup

                    DO THIS FOR the CCE Data Servers on Side A and Side B.

                    Procedure
                      Step 1   Configure the logger component as follows:
                      1. Return to Unified CCE Web Setup. You might need to log in again.
                      2. Choose Component Management > Loggers. Click Add. Choose the Instance.
                      3. On the Deployment page, select the Logger (A or B). Click Duplexed. Click Next.
                      4. On the Central Controller Connectivity page, enter the host names for Sides A and B for the Router Private Interface and Logger Private Interface.
                      5. Click Next.
                      Step 2   On the Additional Options page, click Display Database Purge Configuration Steps:
                      1. If an external AW-HDS-DDS exists in the deployment, check Enable Historical/Detail Data Replication. If no external AW-HDS-DDS exists in the deployment, leave Enable Historical/Detail Data Replication unchecked.
                      2. Check Display Database Purge Configuration Step.
                      3. Click Next.
                      Step 3   On the Data Retention page, modify the Database Retention Configuration table:
                      1. For these seven tables, set the retention period to 40.
                        • Application_Event
                        • Event
                        • Network_Event
                        • Route_Call_Detail
                        • Route_Call_Variable
                        • Termination_Call_Detail
                        • Termination_Call_Variable
                      2. Set the retention period for all other tables to 400 days.
                      3. Click Next,
                      Step 4   On the Data Purge page, configure purge for a day of the week and a time when there is low demand on the system.
                      Step 5   Accept the default Automatic Purge at Percent Full.
                      Step 6   Click Next.
                      Step 7   Review the Summary page, and then click Finish.

                      Base Configuration on the Logger

                      Note that after all configuration is complete, you will download the Base Configuration and run it on the Side A logger.
                      Related References

                      Configure the AW Database and Log

                      DO THIS FOR the CCE Data Servers on Side A and Side B.

                      Procedure
                        Step 1   Choose Start > All Programs > Cisco Unified CCE Tools > ICMdba. Click Yes at the warnings.
                        Step 2   Navigate to Server > Instance (logger being installed).
                        Step 3   Right-click the instance name and choose Create to create the AW database.
                        Step 4   In the Select Logger Type dialog box, choose Enterprise. Click OK to open the Create Database dialog box.
                        Step 5   Create the Logger database and log as follows:
                        1. In the DB Type field, choose AW.
                        2. In the region field, choose your region.
                        3. In the Storage pane, click Add.
                        4. In the Create Database dialog box, click Add to open the Add Device dialog box.
                        5. Click Data
                        6. Choose the C drive.
                        7. Enter 1400 MB in the Size field.
                        8. Click OK to return to the Create Database dialog box.
                        9. Click Add again.
                        10. In the Add Device dialog box, click Log.
                        11. Choose the C drive.
                        12. Enter 100 MB in the Size field.
                        13. Click OK to return to the Create Database dialog box.
                        Step 6   In the Create Database dialog box, click Create. Then click Start.

                        When you see the successful creation message, click OK and then Close.


                        Configure Administration Server and Real-Time Data Server Components

                        DO THIS FOR the Unified CCE Data Servers on Side A and Side B.
                        Procedure
                          Step 1   Go to the Unified CCE Web Setup.
                          Step 2   Choose Component Management > Administration & Data Servers. Click Add.
                          Step 3   On the Deployment page, choose the current instance.
                          Step 4   On the Add Administration & Data Servers page, configure as follows:
                          1. Click Enterprise.
                          2. Click Small to Medium Deployment Size.
                          3. Click Next.
                          Step 5   On the Server Role in a Small to Medium Deployment page, choose the option Administration Server and Real-time Data Server (AW). Click Next.
                          Step 6   On the Administration & Data Servers Connectivity page for Side A:
                          1. Click the radio button for Primary Administration & Data Server.
                          2. In the *Secondary Administration & Data Server field, enter the hostname for the Side A server.
                          3. In the *Primary Administration & Data Server field, enter the hostname for the Side A server.
                          4. In the *Primary/Secondary Pair (Site) Name field, enter AW_SideA.
                          5. Click Next.

                          OR, on the Administration & Data Servers Connectivity page for Side B:

                          1. Click the radio button for Secondary Administration & Data Server.
                          2. In the *Secondary Administration & Data Server field, enter the hostname for the Side A server.
                          3. In the *Primary Administration & Data Server field, enter the hostname for the Side A server.
                          4. In the *Primary/Secondary Pair (Site) Name field, enter AW_SideB.
                          5. Click Next.
                          Step 7   On the Database and Options page, configure as follows:
                          1. In the Create Database(s) on Drive field, choose C.

                          2. Do not click the Agent Re-skilling Web Tool.
                            Note   

                            Supervisors reskill agents in the User Interface, on the Agent tool.

                          3. Check Internet Script Editor (ISE) Server.
                          4. Click Next.
                          Step 8   On the Central Controller Connectivity page, configure as follows:
                          1. For Router Side A, enter the Call Server Side A Public Interface.
                          2. For Router Side B, enter the Call Server Side B Public Interface.
                          3. For Logger Side A, enter the Data Server Side A Public Interface.
                          4. For Logger Side B, enter the Data Server Side B Public Interface.
                          5. Enter the Central Controller Domain Name.
                          6. Select Central Controller Side A Preferred or Central Controller Side B Preferred.
                          7. Click Next.
                          Step 9   Review the Summary page, and then click Finish.

                          Verify Cisco Diagnostic Framework Portico

                          DO THIS FOR golden templates for the Unified CCE Call Servers and Unified CCE Data Servers on Sides A and B.

                          Procedure
                            Step 1   Open the command prompt and enter cd C:\.
                            Step 2   Enter cd icm\serviceability\diagnostics\bin and press Enter.
                            Step 3   Enter DiagFwCertMgr /task:CreateAndBindCert /port:7890 and press Enter.
                            Step 4   Go to Start > Run and enter services.msc to open the Services tool. Make sure the Cisco Diagnostic Framework service is running. If it is not, start it.
                            Step 5   Open Diagnostic Framework Portico: Start > Programs > Cisco Unified CCE Tools > Diagnostic Framework Portico. Then make sure you can log in to the Diagnostic Framework Portico using domain user credentials.

                            Configure Unified CCE Call Server

                            Configure Unified CCE Router

                            Complete the following procedure to configure the router for the Unified CCE Call Servers on Side A and Side B.
                            Procedure
                              Step 1   Launch the Unified CCE Web Setup.
                              Step 2   Sign in as the domain user with local Administrator permission.
                              Step 3   Click Instance Management, and then click Add.
                              Step 4   In the Add Instance dialog box, select the customer facility and instance.
                              Step 5   In the Instance Number field, enter 0. Click Save.
                              Step 6   Choose Component Management > Routers.
                              Step 7   Click Add to set up the Call Router.
                              Step 8   In the Deployment dialog box, click the appropriate Side.
                              Step 9   Click Duplexed. Click Next.
                              Step 10   In the Router Connectivity dialog box configure the Private Interface and Public (Visible) Interfaces. Click Next.
                              Step 11   In the Enable Peripheral Gateways dialog box enter 1-2 in the Enable Peripheral Gateways field. Click Next.
                              Step 12   In the Router Options dialog box, check the Enable Quality of Service (QoS) check box, and then click Next.

                              This step applies to Side A only.

                              Step 13   In Router Quality of Service window, click Next.
                              Step 14   In the Summary dialog box, make sure that the Router summary is correct, then click Finish.

                              Configure Generic Peripheral Gateway

                              Complete the following tasks to configure the Unified CCE peripheral gateways for the Call Server on Side A. Then repeat all tasks for Side B.
                              Sequence Task Done?
                              1 Prepare to Add PIMS  
                              2 Add PIM1 (CUCM PIM)  
                              3 Add PIM1 (first VRU PIM)  
                              4 Add PIM1 (second VRU PIM)  
                              5 Add PIM1 (third VRU PIM)  
                              6 Add PIM1 (fourth VRU PIM)  
                              7 After Creating PIMS  

                              Prepare to Add PIMs

                              Complete the following procedure to prepare to add PIMs (Peripheral Interface Manager):

                              Procedure
                                Step 1   Choose Start > All Programs > Cisco Unified CCE Tools > Peripheral Gateway Setup.
                                Step 2   Click Add in the Instance Components pane, and from the Component Selection dialog box choose Peripheral Gateway.
                                Step 3   In the Peripheral Gateway Properties dialog box:
                                1. Check Production mode.
                                2. Check Auto start system startup.
                                3. Check Duplexed Peripheral Gateway.
                                4. Choose PG1 in the PG node Properties ID field.
                                5. Select the appropriate side (Side A or Side B).
                                6. Under Client Type pane, add CUCM to the selected types.
                                7. Under Client Type pane, add VRU to the selected types.
                                8. Click Next .

                                Add PIM1 (CUCM PIM)

                                In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM1 with the Client Type of Unified Communications Manager as follows:
                                Procedure
                                  Step 1   Check Enabled.
                                  Step 2   In the Peripheral name field, enter CM.
                                  Step 3   In the Peripheral ID field, enter 5000.
                                  Step 4   In the Agent extension length field, enter extension length for this deployment.
                                  Step 5   In the Unified Communications Manager Parameters pane, configure as follows:
                                  1. In the Service field, enter the hostname of the Unified Communications Manager Subscriber.
                                  2. In the User ID field, enter pguser.
                                  3. In the User password field, enter your password.
                                  4. In the Mobile Agent Codec field, choose either G.711 or G.729.
                                  Step 6   Click OK .

                                  Add PIM2 (first VRU PIM)

                                  In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM2 with the Client Type of VRU as follows:

                                  Procedure
                                    Step 1   Check Enabled.
                                    Step 2   In the Peripheral name field, enter CVP1.
                                    Step 3   In the Peripheral ID field, enter 5001.
                                    Step 4   In the VRU host name, enter the IP address of CVP1 (Side A).
                                    Step 5   In the VRU hostname field, enter the hostname for CVP1.
                                    Step 6   In the VRU Connect port field, enter 5000.
                                    Step 7   In the Reconnect interval (sec) field, enter 10.
                                    Step 8   In the Heartbeat interval (sec) field, enter 5.
                                    Step 9   In the DSCP field, choose CS3(24).
                                    Step 10   Click OK.

                                    Add PIM3 (second VRU PIM)

                                    In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM3 with the Client Type of VRU as follows.

                                    Procedure
                                      Step 1   Check Enabled.
                                      Step 2   In the Peripheral name field, enter CVP2.
                                      Step 3   In the Peripheral ID field, enter 5002.
                                      Step 4   In the VRU host name, enter the IP address of CVP1 (Side B).
                                      Step 5   In the VRU hostname field, enter the hostname for CVP2.
                                      Step 6   In the VRU Connect port field, enter 5000.
                                      Step 7   In the Reconnect interval (sec) field, enter 10.
                                      Step 8   In the Heartbeat interval (sec) field, enter 5.
                                      Step 9   In the DSCP field, choose CS3(24).
                                      Step 10   Click OK .

                                      Add PIM4 (third VRU PIM)

                                      In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM4 with the Client Type of VRU as follows:

                                      Procedure
                                        Step 1   Check Enabled.
                                        Step 2   In the Peripheral name field, enter CVP3.
                                        Step 3   In the Peripheral ID field, enter 5003.
                                        Step 4   In the VRU host name, enter the IP address of CVP2 (Side A).
                                        Step 5   In the VRU hostname field, enter the hostname for CVP3.
                                        Step 6   In the VRU Connect port field, enter 5000.
                                        Step 7   In the Reconnect interval (sec) field, enter 10.
                                        Step 8   In the Heartbeat interval (sec) field, enter 5.
                                        Step 9   In the DSCP field, choose CS3(24).
                                        Step 10   Click OK .

                                        Add PIM5 (fourth VRU PIM)

                                        In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM5 with the Client Type of VRU as follows:

                                        Procedure
                                          Step 1   Check Enabled.
                                          Step 2   In the Peripheral name field, enter CVP4.
                                          Step 3   In the Peripheral ID field, enter 5004.
                                          Step 4   In the VRU host name, enter the IP address of CVP2 (Side B).
                                          Step 5   In the VRU hostname field, enter the hostname for CVP4.
                                          Step 6   In the VRU Connect port field, enter 5000.
                                          Step 7   In the Reconnect interval (sec)field, enter 10.
                                          Step 8   In the Heartbeat interval (sec field, enter 5.
                                          Step 9   In the DSCP field, choose CS3(24).
                                          Step 10   Click OK .

                                          After Creating PIMs

                                          Procedure
                                            Step 1   Enter 5000 in the Logical Controller ID field.
                                            Step 2   Enter 0 in the CTI Call Wrapup Data delay field.
                                            Step 3   In the VRU Reporting pane, click Service Control and check Queue Reporting. Click Next.
                                            Step 4   In the Device Management Protocol Properties dialog box, click Side A Preferred.
                                            Step 5   If you are configuring Side A:
                                            • Side A Properties panel = Call Router is local.
                                            • Side B Properties panel = Call Router is local.
                                            Step 6   If you are configuring Side B:
                                            • Side A Properties panel = Call Router is local.
                                            • Side B Properties panel = Call Router is local.
                                            Step 7   Accept the default value in the Usable Bandwidth (kbps) field.
                                            Step 8   Enter 4 in the Heartbeat Interval (100ms) field. Click Next.
                                            Step 9   In the Peripheral Gateway Network Interfaces dialog box, enter the PG Private Interfaces and the PG Public (Visible) Interfaces.
                                            Step 10   Click the QoS button in the private interfaces section for Side A. In the PG Private Link QoS Settings, check Enable QoS and click OK.
                                            Step 11   Click the QoS button in the public interfaces section. In the PG Visible Link QoS Settings, check Enable QoS, click OK and click Next.

                                            This step applies only to Side A.

                                            Step 12   In the Peripheral Gateway Network Interfaces dialog box, click Next.
                                            Step 13   In the Check Setup Information dialog box, click Next.
                                            Step 14   In the Setup Complete dialog box, click Finish.

                                            Configure CTI Server

                                            Follow this procedure to configure the CTI Server for the CUCM PIM.
                                            Procedure
                                              Step 1   In the Instance Components pane of the Components Setup dialog box click Add.
                                              Step 2   In the Component Selection dialog box, click CTI Server.
                                              1. Check Production mode.
                                              2. Check Auto start at system startup.
                                              3. Check Duplexed CTI Server.
                                              4. Choose CG1 in the CG node properties pane ID field.
                                              5. Enter 1 in the CG node properties ICM system ID field.
                                              6. Click the appropriate side (Side A or Side B).
                                              7. Click Next.
                                              Step 3   In the Server Component Properties dialog box, configure as follows:
                                              1. For Side A, enter 42027 in the Client Connection Port Number field.
                                              2. For Side B, enter 43027 in the Client Connection Port Number field.
                                              Step 4   Click Next.
                                              Step 5   In the Network Interface Properties dialog box, enter the private interfaces.
                                              Step 6   Enter the public (visible) interfaces and the CG visible interfaces, and click Next.
                                              Step 7   Under the Check Setup Information page, verify all the settings, and click Next.
                                              Step 8   In the Setup Completed dialog box, click Finish.
                                              Step 9   Click Exit Setup.

                                              Install JTAPI


                                              Note


                                              This procedure is required for the Unified Contact Center Enterprise Machine having a PG with Unified Communications Manager PIM. However, you must postpone this task until after you Configure Unified Communications Manager.

                                              Complete the following procedure to install JTAPI on the Unified Contact Center Enterprise Machine having a PG with Unified Communications Manager PIM for Side A and Side B.

                                              Procedure
                                                Step 1   Launch the Unified Communications Manager in a browser (https://{callmanager-hostname}) and log in.
                                                Step 2   Navigate to Application > Plugins. Click Find.
                                                Step 3   Download the Cisco JTAPI 32-bit Client for Windows.
                                                Step 4   Install the downloaded file, accepting all of the default settings.
                                                Step 5   At the prompt, enter the IP address for the Unified Communications Manager TFTP Server, and click Next.
                                                Step 6   Click Finish.

                                                Configure Media Routing Peripheral Gateway

                                                Complete the following procedures to configure the Unified CCE Media Routing Peripheral Gateway for the call servers on Side A and then repeat for Side B. The Media Routing Peripheral Gateway has two PIMs-the MultiChannel PIM and the Outbound PIM.

                                                You must configure this PG, even if Multichannel and Outbound are not used. In that case, this PG remains idle.

                                                Configure Multichannel and Outbound PIMs

                                                Complete the following procedure to configure the multichannel and outbound PIM:

                                                Procedure
                                                  Step 1   Choose Start > Programs > Cisco Unified CCE Tools > Peripheral Gateway Setup.
                                                  Step 2   Click Add in the Instance Components pane, and from the Component Selection dialog box choose Peripheral Gateway.
                                                  Step 3   In the Peripheral Gateway Properties dialog box:
                                                  1. Check Production Mode.
                                                  2. Check Auto start system startup.
                                                  3. Check Duplexed Peripheral Gateway.
                                                  4. Choose PG2 in the PG node Properties ID field.
                                                  5. Click the appropriate side (Side A or Side B).
                                                  6. Under Client Type pane, add Media Routing to the selected types.
                                                  7. Click Next.
                                                  Step 4   In the Peripheral Interface Manager pane of the Peripheral Gateway Component Properties dialog box, click Add and configure PIM1 with the Client Type of Media Routing as follows:
                                                  1. Check Enabled.
                                                  2. In the Peripheral name field, enter MR.
                                                  3. In the Peripheral ID field, enter 5005.
                                                  4. In the Application Hostname (1), field, enter the hostname or the IP address of the Unified WIM and EIM services server machine.
                                                  5. In the Application Connection Port (1), field, enter the port number on the Unified WIM and EIM services server machine that the PIM will use to communicate with the application. The default port is 38001.
                                                  6. In the Application Hostname (2), field, leave the field blank.
                                                  7. In the Application connection port (2), field, leave the field blank.
                                                  8. In the Heartbeat interval (sec) field, enter 5.
                                                  9. In the Reconnect interval (sec) field, enter 10.
                                                  10. Click OK.
                                                  Step 5   Click Add and configure PIM2 with the client type of Media Routing as follows:
                                                  1. Check Enabled.
                                                  2. In the Peripheral name field, enter MR2 or a name of your choice.
                                                  3. In the Peripheral ID field, enter 5006.
                                                  4. In the Application Hostname(1) field, enter UCCE call server side A IP.
                                                  5. The Application Connection port (1), retain the default value.
                                                  6. In the Application Hostname (2), field, enter UCCE Call server side B IP.
                                                  7. The Application Connection port (2), retain the default value.
                                                  8. In the Heartbeat interval (sec) field, enter 5.
                                                  9. In the Reconnect interval (sec) field, enter 10, and click OK.
                                                  Step 6   Enter 5001 in the Logical Controller ID field.
                                                  Step 7   Enter 0 in the CTI Call Wrapup Data delay field. Click Next.
                                                  Step 8   In the Device Management Protocol Properties dialog box, configure as follows:
                                                  1. Click Side A Preferred, if you are configuring Side A, or click Side B Preferred, if you are configuring Side B.
                                                  2. Choose Call Router is local in the Side A Properties panel.
                                                  3. Choose Call Router is local in the Side B Properties panel.
                                                  4. Accept the default value in the Usable Bandwidth (kbps) field.
                                                  5. Enter 4 in the Heartbeat Interval (100ms) field. Click Next.
                                                  Step 9   In the Peripheral Gateway Network Interfaces dialog box, enter the PG Private Interfaces and the PG Public (Visible) Interfaces.
                                                  1. Click the QoS button in the private interfaces section. In the PG Private Link Qos Settings, check the check box Enable QoS and click OK.
                                                  2. Click the QoS button in the public interfaces section. In the PG Visible Link Qos Settings, check the check box Enable QoS, click OK and click Next.
                                                  Step 10   In the Check Setup Information dialog box, click Next.
                                                  Step 11   In the Setup Complete dialog box, click Finish.
                                                  Step 12   Click Exit Setup.

                                                  Configure CTI OS Server

                                                  Complete the following procedure to configure the CTI OS server for Side A and Side B.
                                                  Procedure
                                                    Step 1   Mount the CTIOS ISO image or copy the CTIOS installer to the local drive of Unified CCE Call Server.
                                                    Step 2   If a maintenance release for CTIOS is available, copy the maintenance release to the local drive of Unified CCE Call Server.
                                                    Step 3   Navigate to CTIOS > Installs > CTIOS Server and run setup.exe. Click Yes to the warning that the SNMP service will be stopped and then restarted after the installation completes.
                                                    Step 4   Accept the Software License Agreement.
                                                    Step 5   Browse to the location for the latest Maintenance Release, if any.
                                                    Step 6   In the CTIOS Instances dialog box, click Add in the CTI OS Server List pane. Select the CTIOS Server Name and click OK.
                                                    Step 7   In the Enter Desktop dialog box, choose drive C. Click OK.
                                                    Step 8   In the CTI Server Information dialog box, enter the IP address of the Call Server and the ports for Side A (42027) and Side B (43027). Then click Next.
                                                    Step 9   In the Peripheral Identifier dialog box, accept all defaults. In the Login By pane, select Agent ID and then click Next.
                                                    Step 10   In the Connect Information dialog box, accept all defaults and then click Next.
                                                    Step 11   In the Statistics Information dialog box, check Polling for Agent Statistics at End Call, and then click Next.
                                                    Step 12   In the IPCC Silent Monitor Type dialog box, set Silent Monitor Type to CCM Based and click Next.
                                                    Step 13   In the Peer CTIOS Server dialog box, configure as follows:
                                                    1. Check Duplex CTIOS Install.
                                                    2. If you are configuring Side A, set the hostname of the CCE Machine having CTIOS Server Side B. If you are configuring Side B, set the hostname of the CCE Machine having CTIOS Server A.
                                                    3. In the Port field, enter 42028.
                                                    Step 14   Click Finish.
                                                    Step 15   In the Cisco CTIOS Server Security dialog box, uncheck Enable Security. Click OK.
                                                    Step 16   In the CTI OS Security Setup Complete dialog box, click Finish.
                                                    Step 17   If prompted to restart the computer, click Yes. If there is a Maintenance Release, its installation begins automatically.
                                                    Step 18   Follow all prompts to install the Maintenance Release, if there is one.
                                                    Step 19   When the MR install completes, click Finish and follow the prompts to restart.

                                                    What to Do Next

                                                    1. Access Registry Editor (Start > Run > regedit).
                                                    2. Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Cisco Systems,Inc.\Ctios\CTIOS_<instance name>\CTIOS1\Server\Agent.
                                                    3. Set forceLogoutOnSessionClose Dword to 1.

                                                    Configure Cisco Unified CVP

                                                    Configure and Validate Network Card for Unified CVP

                                                    For all Unified CVP servers, configure and validate the Network Cards.

                                                    Configure Network Card for Unified CVP

                                                    Procedure
                                                      Step 1   Choose Start and right-click Network.
                                                      Step 2   Select Properties. Then select Change Adapter Settings.
                                                      Step 3   Press Alt F from the Network Connections page to display the Advanced menu.
                                                      Step 4   From the Advanced menu choose Advanced Settings.

                                                      Validate Network Card for Unified CVP

                                                      Procedure
                                                        Step 1   Right-click Local Area Connection and select Properties.
                                                        Step 2   Uncheck Internet Protocol Version 6 (TCP/IPV6).
                                                        Step 3   Check Internet Protocol Version 4 and select Properties.
                                                        Step 4   Confirm the data for Visible IP addresses, Subnet mask, Default gateway and Preferred and alternate DNS servers for the template.
                                                        Step 5   Click OK.

                                                        Enable Unified CVP Operations Console

                                                        Complete the following procedure on the Unified CVP OAMP server to enable Unified CVP Operations Console.
                                                        Procedure
                                                          Step 1   Go to Start > Run and type services.msc.
                                                          Step 2   Check that Cisco CVP OPSConsoleServer service is running.

                                                          If it is not, right-click that service and click Start.

                                                          Step 3   Go to Start > All Programs > Cisco Unified Customer Voice Portal > Operation Console to open the Unified CVP OPSConsole page. If you are using Microsoft Internet Explorer, you will need to accept the self-signed certificate.

                                                          Configure Unified CVP Call Server

                                                          Complete the following procedure to configure the Call Server component on the Unified CVP Call/VXML Servers. There are two CVP Call/VXML Servers on Side A and two on side B.

                                                          Procedure
                                                            Step 1   In the Unified CVP Operations Console, navigate to Device Management > Unified CVP Call Server.
                                                            Step 2   Click Add New.
                                                            Step 3   On the General tab, enter the IP address and the hostname of the Cisco Unified CVP Call/VXML Server. Check ICM, IVR, and SIP. Click Next.
                                                            Step 4   Click the ICM tab. For each of the Cisco Unified CVP Call Servers, retain the default port of 5000 for the VRU Connection Port.
                                                            Step 5   Click the SIP tab:
                                                            1. In the Enable outbound proxy field, select No.
                                                            2. In the Use DNS SRV type query field, select Yes.
                                                            3. Check Resolve SRV records locally.
                                                            Step 6   Click the Device Pool tab. Make sure the default device pool is selected.
                                                            Step 7   (Optional) Click the Infrastructure tab. In the Configuration Syslog Settings pane, configure these fields as follows:
                                                            1. Enter the IP address or the hostname of the syslog server.
                                                            2. Enter 514 for the port number of the syslog server.
                                                            3. Enter the name of the backup server to which the reporting server writes log messages.
                                                            4. In the Backup server port number field, enter the port number of the backup syslog server.
                                                            Step 8   Click Save & Deploy.
                                                            Step 9   Repeat Steps 1 through 8 for the next three Unified CVP Call Servers.

                                                            Configure Unified CVP VXML Server

                                                            Complete the following procedure to configure the VXML Server component on the Cisco Unified CVP Call/VXML Servers. There are two Unified CVP Call/VXML Servers on Side A and two on side B.
                                                            Procedure
                                                              Step 1   In the Unified CVP Operations console, navigate to Device Management > Unified CVP VXML Server.
                                                              Step 2   Click Add New.
                                                              Step 3   On the General tab, enter the IP address and the hostname of the Cisco Unified CVP Call/VXML Server.
                                                              Step 4   Configure the primary and backup CVP Call Servers as follows:
                                                              1. For CVP-1A, the primary call server is CVP-1A and the backup call server is CVP-1B.
                                                              2. For CVP-2A, the primary call server is CVP-2A and the backup call server is CVP-2B.
                                                              3. For CVP-1B, the primary call server is CVP-1B and the backup call server is CVP-1A.
                                                              4. For CVP-2B, the primary call server is CVP-2B and the backup call server is CVP-2A.
                                                              Step 5   Click the Device Pool tab. Make sure the default device pool is selected.
                                                              Step 6   Click Save & Deploy.
                                                              Step 7   Repeat Steps 1 through 6 for all CVP Call Servers.

                                                              Configure Gateways

                                                              Complete the following procedure to configure every gateway.
                                                              Procedure
                                                                Step 1   In the Unified CVP Operations Console, navigate to the Gateway Device. Choose Device Management > Gateway.
                                                                Step 2   Click Add New.
                                                                Step 3   On the General tab, configure as follows:
                                                                1. Enter the IP address of the gateway.
                                                                2. Enter the hostname.
                                                                3. Choose the Device Type.
                                                                4. In the Username and Passwords pane, enter the gateway username and a password.
                                                                Step 4   Click Save.
                                                                Step 5   Do this for every gateway.

                                                                Configure Unified CVP Media Server

                                                                Procedure
                                                                  Step 1   Sign in to the Unified CVP Operations Console.
                                                                  Step 2   Navigate to the Media Server Device. Choose Device Management > Media Server.
                                                                  Step 3   Click Add New.
                                                                  Step 4   On the General tab, enter the IP address and the hostname of the Unified CVP server.
                                                                  Step 5   Click Save.
                                                                  Step 6   Repeat Steps 1 through 5 for all Media Servers.
                                                                  Step 7   Change Default Media Server from None to any one of the Unified CVP servers. Then click Set.

                                                                  Transfer Scripts and Media Files

                                                                  Create the notification destination and deploy to all of the Unified CVP devices.
                                                                  Procedure
                                                                    Step 1   Sign in to the Unified CVP Operations Console.
                                                                    Step 2   Navigate to Scripts & Media. Choose Bulk Administration > File Transfer > Scripts & Media.
                                                                    Step 3   In the Select device type field, select the Gateway.
                                                                    Step 4   Move all Gateways to Selected.
                                                                    Step 5   Click Default Gateway files.
                                                                    Step 6   Click Transfer and select OK at the popup window.
                                                                    Step 7   Click File Transfer Status to monitor transfer progress.

                                                                    File Transfer of Licenses

                                                                    Procedure
                                                                      Step 1   Navigate to Bulk Administration > Licensing.
                                                                      Step 2   Select all servers from the available list and move them to the selected list.
                                                                      Step 3   Browse to choose your license file to upload.
                                                                      Step 4   Click Transfer.
                                                                      Step 5   Click File Transfer Status.
                                                                      Step 6   Confirm that each of the File Transfers shows "Success" in the Status column.
                                                                      Step 7   Navigate to System > Control Center.
                                                                      Step 8   Gracefully shutown and then start each of the VXML and Call Servers in the list.

                                                                      This allows the new licensing to take effect.


                                                                      Configure SNMP


                                                                      Note


                                                                      This step is optional. For more information, see Simple Network Management Protocol


                                                                      Complete the following procedure to configure SNMP.
                                                                      Procedure
                                                                        Step 1   Log in to the Unified CVP Operations Console.
                                                                        Step 2   Select SNMP > V1/V2c.
                                                                        Step 3   Select Community String > Add New.
                                                                        1. Name the community string and verify that the default values for other fields are correct.
                                                                        2. Select the Devices tab and assign the SNMP community string to a device.
                                                                        3. Click Save and Deploy.
                                                                        Step 4   Create the notification destination and deploy to all of the Unified CVP devices.
                                                                        1. Select Notification Destination > Add New.
                                                                        2. Complete the fields.
                                                                        3. Select the Devices tab and assign the SNMP notification destination to a device.
                                                                        4. Click Save and Deploy.

                                                                        Configure SIP Server Group

                                                                        Complete the following procedure to configure the SIP Server Group.
                                                                        Before You Begin

                                                                        The following devices require the SIP Server Group:

                                                                        • Unified Communications Manager
                                                                        • Gateway
                                                                        Procedure
                                                                          Step 1   Log in to the Unified CVP Operations Console.
                                                                          Step 2   Choose System > SIP Server Group.
                                                                          Step 3   Create a server group for the Unified Communications Manager devices:
                                                                          1. On the General tab, click Add New.
                                                                          2. In the SRV Domain Name FQDN field, enter the service record (SRV) fully qualified domain name (FQDN).
                                                                          3. In the IP Address/Hostname field, enter an IP address or hostname for the Unified Communications Manager node.
                                                                          4. Click Add.
                                                                          5. Repeat Steps c and d for each Unified Communications Manager node. Click Save.
                                                                            Note   

                                                                            Do not put the Publisher node in the server group—it is not used for call processing.

                                                                          The FQDN should match the FQDN configured in the Enterprise Cluster FQDN setting on the Cisco Unified Communications Manager. For more information, see Validate Clusterwide Domain Configuration. For example, cucm.cisco.com. Adding the cluster subscriber nodes will load balance across all sub nodes.

                                                                          Step 4   Create a server group for the gateway devices:
                                                                          1. On the General tab, click Add New.
                                                                          2. In the SRV Domain Name FQDN field, enter the SRV Domain Name FQDN. For example vxmlgw.cisco.com.
                                                                          3. In the IP Address/Hostname field, enter an IP address or hostname for each gateway.
                                                                          4. Click Add.
                                                                          5. Repeat Steps c and d for each gateway. Click Save.

                                                                            Add all VXML gateways as appropriate for deployment and branches. Adding all VXML gateways to the server group will load balance calls across all the member server group gateways.

                                                                          Step 5   Associate these server groups to all Unified CVP Call Servers:
                                                                          1. On the Call Server Deployment tab, move all Unified CVP Call Servers from the Available list to the Selected list.
                                                                          2. Click Save and Deploy.
                                                                          Step 6   Click Deployment Status to make sure that you applied the configuration.

                                                                          Configure Dialed Number Pattern

                                                                          Complete the following procedure to configure a dialed number pattern for CCE PAC M1.

                                                                          Before You Begin

                                                                          The following labels require a dialed number pattern:

                                                                          • Agent Device
                                                                          • Network VRU
                                                                          • Ringtone
                                                                          • Error
                                                                          Procedure
                                                                            Step 1   Navigate to System > Dialed Number Pattern.
                                                                            Step 2   For each dialed number pattern in the following table:
                                                                            1. Click Add New.
                                                                            2. In the Dialed Number Pattern field, enter the dialed number pattern.
                                                                            3. In the Description field, enter a description for the dialed number pattern.
                                                                            4. In the Dialed Number Pattern Types pane, check the specified dialed number pattern type.
                                                                            5. Click Save.
                                                                            Step 3   After you configure all dialed number patterns, click Deploy.
                                                                            Step 4   Click Deployment Status to make sure that you applied the configuration.

                                                                            Dialed Number Pattern

                                                                            Description

                                                                            Dialed Number Pattern Types

                                                                            91*

                                                                            Ringtone Label

                                                                            Check Enable Local Static Route.

                                                                            Route to SIP Server Group and IP Address/Hostname Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com).

                                                                            Check Enable Send Calls to Originator.

                                                                            92*

                                                                            Error Label

                                                                            Check Enable Local Static Route.

                                                                            Route to SIP Server Group and IP Address/Hostname Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com).

                                                                            Check Enable Send Calls to Originator.

                                                                            This must be the agent extension pattern. For example, enter 500* where the range of agent extensions is 5001 to 500999.

                                                                            Agent Device Label

                                                                            Check Enable Local Static Route.

                                                                            Route to SIP Server Group and IP Address/Hostname Server Group Name are both the Unified Communications Manager gateway.

                                                                            Check Enable RNA Timeout for Outbound Calls. The timeout is 15 seconds.

                                                                            777*

                                                                            This must match the incoming called-number that is configured in Configure Cisco IOS Enterprise Voice Gateway and the customer's Network VRU Label.

                                                                            Network VRU Label

                                                                            Check Enable Local Static Route.

                                                                            Route to SIP Server Group and IP Address/Hostname Server Group Name are both VXML Gateway (for example vxmlgw.cisco.com).

                                                                            Check Enable Send Calls to Originator.


                                                                            Configure Cisco IOS Enterprise Voice Gateway

                                                                            Complete the following procedure to configure the Cisco IOS Voice Gateway.

                                                                            Note


                                                                            Complete all configuration steps in enable > configuration terminal mode.


                                                                            Procedure
                                                                              Step 1   Configure the network interfaces:
                                                                              interface GigabitEthernet0/0
                                                                              	ip route-cache same-interface
                                                                              	duplex auto
                                                                              	speed auto
                                                                              	no keepalive
                                                                              	no cdp enable
                                                                              Step 2   Configure global settings:
                                                                              voice service voip
                                                                              	no ip address trusted authenticate
                                                                               allow-connections sip to sip
                                                                              	signaling forward unconditional
                                                                              	sip
                                                                              		rel1xx disable
                                                                              		header-passing
                                                                              		options-ping 60
                                                                                midcall-signaling passthru
                                                                              Step 3   Configure voice codec preference:
                                                                              voice class codec 1
                                                                                 codec preference 1 g729r8 
                                                                                 codec preference 2 g711ulaw
                                                                              
                                                                              Step 4   Configure Unified CVP services and settings:
                                                                              # Default CVP Services
                                                                              application
                                                                              	service new-call flash:bootstrap.vxml
                                                                              	service survivability flash:survivability.tcl
                                                                              	service CVPSelfService flash:CVPSelfServiceBootstrap.vxml
                                                                              	service ringtone flash:ringtone.tcl
                                                                              	service cvperror flash:cvperror.tcl
                                                                              	service bootstrap flash:bootstrap.tcl
                                                                              	service handoff flash:handoff.tcl
                                                                              
                                                                              # Default CVP http, ivr, rtsp, mrcp and vxml settings
                                                                              http client cache memory pool 15000
                                                                              http client cache memory file 1000
                                                                              http client cache refresh 864000
                                                                              no http client connection persistent
                                                                              http client connection timeout 60
                                                                              http client connection idle timeout 10
                                                                              http client response timeout 30
                                                                              ivr prompt memory 15000
                                                                              ivr asr-server rtsp://asr-en-us/recognizer
                                                                              ivr tts-server rtsp://tts-en-us/synthesizer
                                                                              rtsp client timeout connect 10
                                                                              rtsp client timeout message 10
                                                                              mrcp client timeout connect 10
                                                                              mrcp client timeout message 10
                                                                              mrcp client rtpsetup enable
                                                                              vxml tree memory 500
                                                                              vxml audioerror
                                                                              vxml version 2.0
                                                                              Step 5   Configure gateway and sip-ua timers:
                                                                              gateway
                                                                              	media-inactivity-criteria all
                                                                              	timer receive-rtp 1200
                                                                              
                                                                              sip-ua
                                                                              	retry invite 2
                                                                              	retry bye 1
                                                                              	timers expires 60000
                                                                              	timers connect 1000
                                                                              	reason-header override
                                                                              Step 6   Configure the dial-peers:
                                                                              # Configure CVP survivability
                                                                               dial-peer voice 1 pots
                                                                               description CVP TDM dial-peer
                                                                               service survivability
                                                                               incoming called-number .T
                                                                               direct-inward-dial
                                                                              
                                                                              
                                                                              # Configure CVP Ringtone
                                                                               dial-peer voice 919191 voip
                                                                               description CVP SIP ringtone dial-peer
                                                                               service ringtone
                                                                               incoming called-number 9191T
                                                                               voice-class sip rel1xx disable
                                                                               dtmf-relay rtp-nte 
                                                                               codec g711ulaw
                                                                               no vad
                                                                              
                                                                              
                                                                              # Configure CVP Error
                                                                               dial-peer voice 929292 voip
                                                                               description CVP SIP error dial-peer
                                                                               service cvperror
                                                                               incoming called-number 9292T
                                                                               voice-class sip rel1xx disable
                                                                               dtmf-relay rtp-nte 
                                                                               codec g711ulaw
                                                                               no vad
                                                                              
                                                                              
                                                                              
                                                                              #Configure VXML leg where the incoming called-number matches the Network VRU Label
                                                                               dial-peer voice 9999 voip
                                                                               description Used for VRU leg
                                                                               service bootstrap
                                                                               incoming called-number 777T
                                                                               dtmf-relay rtp-nte 
                                                                               codec g711ulaw
                                                                               no vad
                                                                              
                                                                              
                                                                              
                                                                              #Configure the Switch leg where
                                                                              	# preference is used to distinguish between sides.
                                                                              	# max-conn is used prevent overloading of CVP
                                                                              	# options-keepalive is used to handle failover
                                                                              	# Note: the example below is for gateways located on the A-side of a geographically distributed deployment
                                                                              
                                                                              
                                                                              dial-peer voice 70021 voip
                                                                               description Used for Switch leg SIP Direct
                                                                               preference 1
                                                                               max-conn 225
                                                                               destination-pattern xxxx...... # Customer specific destination pattern
                                                                               session protocol sipv2
                                                                               session target ipv4:###.###.###.### # IP Address for CVP1, SideA
                                                                               session transport tcp
                                                                               voice-class codec 1
                                                                               voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
                                                                               dtmf-relay rtp-nte
                                                                               no vad
                                                                              
                                                                              
                                                                              dial-peer voice 70022 voip
                                                                               description Used for Switch leg SIP Direct
                                                                               preference 1
                                                                               max-conn 225
                                                                               destination-pattern xxxx...... # Customer specific destination pattern
                                                                               session protocol sipv2
                                                                               session target ipv4:###.###.###.### # IP Address for CVP2, SideA
                                                                               session transport tcp
                                                                               voice-class codec 1
                                                                               voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
                                                                               dtmf-relay rtp-nte 
                                                                               no vad
                                                                              
                                                                              
                                                                              dial-peer voice 70023 voip
                                                                               description Used for Switch leg SIP Direct
                                                                               preference 2
                                                                               max-conn 225
                                                                               destination-pattern xxxx...... # Customer specific destination pattern
                                                                               session protocol sipv2
                                                                               session target ipv4:###.###.###.### # IP Address for CVP1, SideB
                                                                               session transport tcp
                                                                               voice-class codec 1
                                                                               voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
                                                                               dtmf-relay rtp-nte
                                                                               no vad
                                                                              
                                                                              
                                                                              dial-peer voice 70024 voip
                                                                              description Used for Switch leg SIP Direct
                                                                              preference 2
                                                                              max-conn 225
                                                                              destination-pattern xxxx...... # Customer specific destination pattern
                                                                              session protocol sipv2
                                                                              session target ipv4:###.###.###.### # IP Address for CVP2, SideB
                                                                              session transport tcp
                                                                              voice-class codec 1
                                                                              voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
                                                                              dtmf-relay rtp-nte
                                                                              no vad
                                                                              
                                                                              
                                                                              Step 7   Configure the hardware resources (transcoder, conference bridge, and MTP):
                                                                              # Configure the voice-cards share the DSP resources located in Slot0
                                                                              voice-card 0
                                                                              dspfarm
                                                                              dsp services dspfarm
                                                                              voice-card 1
                                                                              dspfarm
                                                                              dsp services dspfarm
                                                                              voice-card 2
                                                                              dspfarm
                                                                              dsp services dspfarm
                                                                              voice-card 3
                                                                              dspfarm
                                                                              dsp services dspfarm
                                                                              voice-card 4
                                                                              dspfarm
                                                                              dsp services dspfarm
                                                                              
                                                                              # Point to the contact center call manager
                                                                              sccp local GigabitEthernet0/0
                                                                              sccp ccm ###.###.###.### identifier 1 priority 1 version 7.0 (CUCM1)
                                                                              sccp ccm ###.###.###.### identifier 1 priority 1 version 7.0 (CUCM2)
                                                                              
                                                                              # Add a SCCP group for each of the hardware resource types
                                                                              sccp ccm group 1
                                                                              associate ccm 1 priority 1
                                                                              associate profile 2 register <gw70mtp>
                                                                              associate profile 1 register <gw70conf>
                                                                              associate profile 3 register <gw70xcode>
                                                                              
                                                                              # Configure DSPFarms for Conference, MTP and Transcoder
                                                                              dspfarm profile 1 conference
                                                                              codec g711ulaw
                                                                              codec g711alaw
                                                                              codec g729r8
                                                                              maximum sessions 24
                                                                              associate application SCCP
                                                                              
                                                                              dspfarm profile 2 mtp
                                                                              codec g711ulaw
                                                                              codec g711alaw
                                                                              codec g729r8
                                                                              maximum sessions software 500
                                                                              associate application SCCP
                                                                              
                                                                              dspfarm profile 3 transcode
                                                                              codec g711ulaw
                                                                              codec g711alaw
                                                                              codec g729r8
                                                                              maximum sessions 52
                                                                              associate application SCCP
                                                                              Step 8   (Optional) Configure the SIP Trunking:
                                                                              # Configure the resources to be monitored
                                                                              voice class resource-group 1
                                                                              resource cpu 1-min-avg threshold high 80 low 60
                                                                              resource ds0
                                                                              resource dsp
                                                                              resource mem total-mem
                                                                              periodic-report interval 30
                                                                              
                                                                              # Configure one rai target for each CVP Server
                                                                              sip-ua
                                                                              rai target ipv4:###.###.###.### resource-group1 (CVP1A)
                                                                              rai target ipv4:###.###.###.### resource-group1 (CVP2A)
                                                                              rai target ipv4:###.###.###.### resource-group1 (CVP1B)
                                                                              rai target ipv4:###.###.###.### resource-group1 (CVP2B)
                                                                              permit hostname dns:%Requires manual replacement - ServerGroup Name defined in CVP.System.SIP Server Groups%
                                                                              

                                                                              Configure Unified Communications Manager

                                                                              Configure Publisher for Unified Communications Manager

                                                                              This procedure is for golden templates only.

                                                                              You must customize the Unified Communications Manager publisher before you customize the subscribers.

                                                                              Before You Begin

                                                                              DNS Configuration is mandatory for Unified Communications Manager, Cisco Unified Intelligence Center, and Cisco Finesse. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. For more information, see Configure DNS Server

                                                                              Procedure
                                                                                Step 1   In the client computer where the automation tool was run, navigate to C:\GoldenTemplateTool_901\PlatformConfigRepository\CUCM.
                                                                                Step 2   Copy the file named CUCM_PUB_SideA_platformConfig.xml .
                                                                                Step 3   Paste it to another location and rename it to platformConfig.xml.
                                                                                Step 4   Launch WinImage and select File > New > 1.44 MB and click OK.
                                                                                Step 5   Drag and drop platformConfig.xml into WinImage.
                                                                                Step 6   When prompted to inject the file, click Yes.
                                                                                Step 7   Select File > Save As.
                                                                                Step 8   From the Save as type list, choose Virtual floppy image. Provide the file name as platformConfig.flp and click Save.
                                                                                Step 9   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                Step 10   Navigate to the Configuration tab. In the storage section, right click on the Datastore and choose Browse Datastore, create a folder named CUCM_PUB.
                                                                                Step 11   Upload the platformConfig.flp file to the folder CUCM_PUB.
                                                                                Step 12   Edit the Virtual Machine Settings for the Unified Communication Manager VM.
                                                                                Step 13   On the Hardware tab, click the floppy drive, choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the CUCM_PUB folder on the data store and click OK.
                                                                                Step 14   Ensure that Connect at Power On is checked for the network adapters and the floppy drive and click OK.
                                                                                Step 15   Power on the Publisher. This begins the installation based on the information in the .flp file.

                                                                                The installation begins automatically and runs with no interaction from you. After an hour or more, a message appears indicating a successful installation.

                                                                                Step 16   Click the Console tab for the VM. Log in to the publisher machine, using the credentials for the Administration User. The machine opens to the CLI interface.
                                                                                Step 17   Edit settings and uncheck Connect at Power on for the floppy drive.


                                                                                Note


                                                                                During the customization of the publisher/primary, the username and the password are modified as follows. The customer should change the password.
                                                                                • Default Password for OS Administrator: pcce@123
                                                                                • Application UserName: Administrator
                                                                                • Default Password for Application User: pcce@123
                                                                                • Sftp password: pcce@123
                                                                                • IPSec password: pcce@123

                                                                                After rebooting, the VM installation is complete with all the parameters provided in the spreadsheet for the VM.

                                                                                Continue to: Configure Unified Communications Manager Subscriber

                                                                                Configure Unified Communications Manager Subscriber

                                                                                Before You Begin

                                                                                DNS Configuration is mandatory for Unified Communications Manager. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. See Configure DNS Server

                                                                                Launch Publisher to Add the Subscriber

                                                                                To add the subscriber, you must launch the publisher node.

                                                                                Do this for golden templates only. For direct installs, this procedure was part of the installation of the publisher.

                                                                                Procedure
                                                                                  Step 1   Launch the Unified Communications Manager Publisher in a browser (http://<IP Addr of CUCM Publisher>).
                                                                                  Step 2   Enter the username and password and login to the Unified Communications Manager.
                                                                                  Step 3   Select System > Server > Add New.
                                                                                  Step 4   On the Server Configuration tab, enter the IP address of the subscriber.
                                                                                  Step 5   Click Save.

                                                                                  Configure Subscriber

                                                                                  Procedure
                                                                                    Step 1   Launch WinImage and select File > New > 1.44 MB and Click OK.
                                                                                    Step 2   In the client computer where the automation tool was run, navigate to C:\GoldenTemplateTool_901\PlatformConfigRepository\CUCM.
                                                                                    Step 3   Copy the file named CUCM_SUB_SideA_platformConfig.xml.
                                                                                    Step 4   Paste it to another location and rename it to platformConfig.xml.
                                                                                    Step 5   Drag and drop platformConfig.xml into WinImage.
                                                                                    1. Click Yes at the message asking if you want to inject the file.
                                                                                    2. Select File > Save as and save the file as a Virtual Floppy Image with the filename platformConfig.flp.
                                                                                    Tip   

                                                                                    If drag and drop does not work, select Image > Inject. Then browse to the file.

                                                                                    Step 6   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                    Step 7   Create the folder CUCM_SUB and upload platformConfig.flp to it.
                                                                                    Step 8   Edit the Virtual Machine settings for the Unified Communications Manager Subscriber VM.
                                                                                    Step 9   On the Hardware tab, click the floppy drive, choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the CUCM_SUB folder on the data store.
                                                                                    Step 10   Ensure that Connect at Power On is checked for the network adapters and the floppy drive. Click OK and then power on the VM.

                                                                                    This begins the installation and customizes the installation based on the information in the .flp file.

                                                                                    Step 11   After you complete the installation uncheck Connect at Power on for the floppy drive.
                                                                                    Step 12   Repeat this procedure for the second subscriber on Side B.

                                                                                    Unified Communications Manager License

                                                                                    To configure the Unified Communications Manager license, first add a product instance, then generate and register the license, and then install the license.

                                                                                    Add Product Instance

                                                                                    Complete the following procedure to add a product instance.

                                                                                    Procedure
                                                                                      Step 1   Launch Communications Manager publisher in a browser (http://<IP Addr of CUCM Publisher>).
                                                                                      Step 2   Click Cisco Enterprise License Manager.
                                                                                      Step 3   Sign in with the credentials of Unified Communications Manager.
                                                                                      Step 4   Go to Inventory > Product Instances.
                                                                                      Step 5   Click Add to open a popup window.
                                                                                      Step 6   Enter details:
                                                                                      1. Name and Description
                                                                                      2. Product Type: Unified CM.
                                                                                      3. Hostname/IP Address of Unified Communications Manager.
                                                                                      4. Credentials of the publisher
                                                                                      Step 7   Click Test Connection. Then click OK at the success message.
                                                                                      Step 8   Click OK to add the product instance.
                                                                                      Step 9   Click Home > Inventory > Product Instance.

                                                                                      You can see the newly added product instance.

                                                                                      Step 10   Click Synchronize Now to synchronize with the Unified Communications Manager.
                                                                                      Step 11   Go to Monitoring > License Usage. You can see the number licenses used and required number of licenses.
                                                                                      Note    You must apply the license for the information to appear.

                                                                                      Generate and Register License

                                                                                      Procedure
                                                                                        Step 1   Go to License Management > Licenses. Under Other Fulfillment options, click Generate License Request.
                                                                                        Step 2   When the License Request and Next Steps window opens, copy the test as directed (PAK ID) and save it to a text editor.
                                                                                        Step 3   Click the Cisco License Registration site and proceed with steps in the site. Keep the PAK handy; you will need it.
                                                                                        Step 4   Enter the PAK when prompted.

                                                                                        You will receive the license file in an email message.


                                                                                        Install License

                                                                                        Complete the following procedure to install a license.

                                                                                        Procedure
                                                                                          Step 1   Unzip the license file from the email message.
                                                                                          Step 2   Navigate to License Management > Licenses.
                                                                                          Step 3   Click Install License File and select the unzipped file and then click Install.
                                                                                          Step 4   Navigate to the Monitoring > License Usage page to verify a successful installation.

                                                                                          Validate Clusterwide Domain Configuration

                                                                                          This validation is required for running calls.
                                                                                          Procedure
                                                                                            Step 1   In the Cisco Unified CM Administration, navigate to System > Enterprise Parameters.
                                                                                            Step 2   Scroll down to Clusterwide Domain Configuration.

                                                                                            Cluster Fully Qualified Domain Name should match the Server Group name in the Unified CVP SIP Server Groups Configure SIP Server Group.


                                                                                            Install JTAPI on Unified CCE Call Servers

                                                                                            Now that you configured the Unified Communications Manager, you can Install JTAPI.

                                                                                            Provision Cisco Unified Communications Manager

                                                                                            Activate Service

                                                                                            Complete the following procedure to activate service.
                                                                                            Procedure
                                                                                              Step 1   Select Cisco Unified Serviceability from the Navigation menu and click Go.
                                                                                              Step 2   Select Tools > Service Activation to open the Service Activation window.
                                                                                              Step 3   From the Server drop-down list, choose the server on which you want to activate the service, and then click Go. For the server that you chose, the window displays the service names and activation status of the services.
                                                                                              Step 4   For the Publisher, check the following services to activate and click Save:
                                                                                              • Cisco CallManager
                                                                                              • Cisco IP Voice Media Streaming Application
                                                                                              • Cisco CTIManager
                                                                                              • Cisco Tftp
                                                                                              • Cisco Bulk Provisioning Service
                                                                                              • Cisco AXL Web Service
                                                                                              • Cisco Serviceability Reporter
                                                                                              • Cisco CTL Provider
                                                                                              • Cisco Certificate Authority Proxy Function

                                                                                              Step 5   For the Subscribers, check the follow services to activate and click Save:
                                                                                              • Cisco CallManager
                                                                                              • Cisco IP Voice Media Streaming Application
                                                                                              • Cisco CTIManager
                                                                                              • Cisco AXL Web Service
                                                                                              • Cisco CTL Provider

                                                                                              Configure Cisco Unified Communications Manager Groups

                                                                                              Complete the following procedure to add a Cisco Unified Communications Manager to the Unified Communications Manager Group. Make sure that you configured both the publisher and the subscribers.

                                                                                              Note


                                                                                              Before you configure a Cisco Unified Communications manager group, you must configure the Cisco Unified Communications Managers that you want to assign as members to that group.
                                                                                              Procedure
                                                                                                Step 1   Select Cisco Unified CM Administrator from the Navigation menu and click Go.
                                                                                                Step 2   Select System > Cisco Unified CM Group.
                                                                                                Step 3   Click Find. Then click Default.
                                                                                                Step 4   Move the two subscribers from the Available panel to the Selected panel. Do not select the publisher; the publisher should not be used for call processing.
                                                                                                Step 5   Click Save.

                                                                                                Configure CTI Route Point

                                                                                                Complete the following procedure to add a computer telephony integration (CTI) route point for agents to use for transfers and conferences.
                                                                                                Procedure
                                                                                                  Step 1   In Cisco CM Administration, select Device > CTI Route Point.
                                                                                                  Step 2   Click Add New.
                                                                                                  Step 3   Set a device name that is meaningful; for example, PCCEInternalDNs.
                                                                                                  Step 4   For Device Pool, select Default.
                                                                                                  Step 5   Click Save.
                                                                                                  Step 6   Click on line 1 to configure the directory number associated with this route point.

                                                                                                  This directory number will be a pattern that is intended to match any of the internal Dialed Numbers you configure in Packaged CCE for internally routed calls. (For instance, for Transfers and Conferences).

                                                                                                  Important:

                                                                                                  Define a pattern that is flexible enough to match all your internal dialed numbers yet restrictive enough not to inadvertently intercept calls intended for other Route Patterns you may have defined for other parts of your dial plan. As a best practice, use a unique prefix for internal calls. For example, if you have internal dialed numbers 1230000 and 1231111, then an appropriate line number to enter for the cti route point would be 123XXXX.


                                                                                                  Configure Application User

                                                                                                  Complete the following procedure to configure each application user.

                                                                                                  Note


                                                                                                  This step assumes you have added users and phones.


                                                                                                  Procedure
                                                                                                    Step 1   In Cisco CM Administration, select User Management > Application User.
                                                                                                    Step 2   Click Add New.
                                                                                                    Step 3   Enter the User ID that you entered in Configure the Cisco Unified CCE Peripheral Gateway and CTI Server (Side A). Unified CCE defines the user ID as pguser.
                                                                                                    Step 4   Enter cisco in the Password and Confirm Password fields. Note that if you change this user ID or password in Unified CCE, you must also change the Unified Communication Manager application user configuration.
                                                                                                    Step 5   Click Add to Access Control Group and select Standard CTI Allow Call Monitoring and Standard CTI Enabled.
                                                                                                    Step 6   Click Add Selected.
                                                                                                    Step 7   Add the CTI route point to pguser. See Configure CTI Route Point.
                                                                                                    Step 8   Click Save.

                                                                                                    Configure SIP Options

                                                                                                    Complete the following procedure to configure SIP options.
                                                                                                    Procedure
                                                                                                      Step 1   Choose Device > Device Settings > SIP Profile.
                                                                                                      Step 2   Click Add New.
                                                                                                      Step 3   Name the option Standard SIP Profile - Early Offer.
                                                                                                      Step 4   Scroll to Trunk Specific Configuration, check Early Offer support for voice and video calls (insert MTP if needed).
                                                                                                      Step 5   Scroll to the SIP Options Ping panel. Check Enable OPTIONS Ping to monitor destination status for Trunks with Service Type None Default.
                                                                                                      Step 6   Click Save.

                                                                                                      Configure Trunk

                                                                                                      Complete the following procedure to configure a trunk for the CVP call servers on Side A, and a trunk for the CVP call servers on Side B. In all, you will be adding 4 SIP trunks—one for each CVP server.
                                                                                                      Procedure
                                                                                                        Step 1   In Cisco CM Administration, select Device > Trunk.
                                                                                                        Step 2   Click Add New.
                                                                                                        Step 3   From the Trunk Type drop-down list, choose SIP Trunk, and then click Next.

                                                                                                        This opens the Trunk Configuration window.

                                                                                                        Step 4   Enter the following in the Device Information section:
                                                                                                        1. In the Device Name field, enter a name for the SIP trunk, for example, sipTrunkCVP.
                                                                                                        2. In the Device Pool drop-down list, select the device pool that the customer has defined.
                                                                                                        3. Make sure that the Media Termination Point Required check box is not checked.
                                                                                                        Step 5   Scroll down to the SIP Information section:
                                                                                                        1. In Row 1 of the Destination table, enter the IP address of the first CVP server. Accept the default destination port of 5050.
                                                                                                        2. Click the + button to insert a row for a second destination. Enter the IP address for the second CVP Server, using port 5060.
                                                                                                        3. Repeat twice more to add Destination Addresses for the last two CVP servers.
                                                                                                        4. In the SIP Trunk Security Profile drop-down list, select Non Secure SIP Trunk Profile.
                                                                                                        5. In the SIP Profile drop-down list, select Standard SIP Profile - Early Offer.
                                                                                                        6. In the DTMF Signaling Method drop-down list, select RFC 2833.
                                                                                                        Step 6   Click Save.

                                                                                                        Configure Route Pattern

                                                                                                        Complete the following procedure to configure a route pattern.
                                                                                                        Procedure
                                                                                                          Step 1   In Unified CM Administration, select Call Routing > Route Hunt > Route Group.
                                                                                                          Step 2   Configure and save a Route Group with the four CVP sip trunks.
                                                                                                          Step 3   Select Call Routing > Route Hunt > Route List.
                                                                                                          Step 4   Configure and save a Route List for the Route Group.
                                                                                                          Step 5   Add the Route Group to a Route List
                                                                                                          Step 6   Select Call Routing > Route Hunt > Route Pattern.
                                                                                                          Step 7   Click Add New.
                                                                                                          Step 8   Create one Route Pattern Definition for Route Pattern 888!. Keep all defaults in the Pattern Definition panel.
                                                                                                          Step 9   Click Save.

                                                                                                          To load-balance sending calls across all 4 CVP servers, add all 4 CVP servers to the route group/route list.


                                                                                                          Configure Conference Bridge

                                                                                                          Complete the following procedure to configure a conference bridge.
                                                                                                          Procedure
                                                                                                            Step 1   Choose Media Resources > Conference bridge.
                                                                                                            Step 2   Add a conference bridge for each ingress/VXML combination gateway in the deployment. Use type Cisco IOS Conference Bridge.
                                                                                                            Step 3   In the Conference Bridge name field, enter a unique identifier for the conference bridge name that coincides with the configuration on the gateway. See Step 7 in Configure Cisco IOS Enterprise Voice Gateway.
                                                                                                            In the example, this is gw70conf.
                                                                                                            # Add a SCCP group for each of the hardware resource types
                                                                                                            sccp ccm group 1
                                                                                                            associate ccm 1 priority 1
                                                                                                            associate profile 2 register gw70mtp
                                                                                                            associate profile 1 register gw70conf
                                                                                                            associate profile 3 register gw70xcode
                                                                                                            Step 4   Click Save.
                                                                                                            Step 5   Click Apply Config.

                                                                                                            Configure Media Termination Point

                                                                                                            Complete the following procedure to configure a media termination point.
                                                                                                            Procedure
                                                                                                              Step 1   Choose Media Resources > Media Termination Point.
                                                                                                              Step 2   Add a media termination point for each ingress/VXML combo gateway in the deployment.
                                                                                                              Step 3   In the Media Termination Point Name field, enter a media termination point name for each ingress/VXML combo gateway in the deployment. See Step 7 in Configure Cisco IOS Enterprise Voice Gateway.
                                                                                                              In the example, this is gw70mtp.
                                                                                                              # Add a SCCP group for each of the hardware resource types
                                                                                                              sccp ccm group 1
                                                                                                              associate ccm 1 priority 1
                                                                                                              associate profile 2 register gw70mtp
                                                                                                              associate profile 1 register gw70conf
                                                                                                              associate profile 3 register gw70xcode
                                                                                                              Step 4   Click Save.
                                                                                                              Step 5   Click Apply Config.

                                                                                                              Configure Transcoder

                                                                                                              Complete the following procedure to configure a transcoder.
                                                                                                              Procedure
                                                                                                                Step 1   Choose Media Resources > Transcoder.
                                                                                                                Step 2   From the drop-down, select Cisco IOS enhanced media termination point.
                                                                                                                Step 3   Add a transcoder for each ingress/VXML combo gateway in the deployment.
                                                                                                                Step 4   In the Device Name field, enter a unique identifier for the transcoder that coincides with the configuration on the gateway. See Step 7 in Configure Cisco IOS Enterprise Voice Gateway.
                                                                                                                Step 5   In the Device Pool field, select Default.
                                                                                                                Step 6   Click Save.
                                                                                                                Step 7   Click Apply Config.

                                                                                                                Configure Media Resource Group

                                                                                                                Complete the following procedure to configure a media resource group for conference bridge, media termination point, and transcoder.
                                                                                                                Procedure
                                                                                                                  Step 1   Choose Media Resources > Media Resource Group.
                                                                                                                  Step 2   Add a Media Resource Group for Conference Bridges.
                                                                                                                  Step 3   Select all the hardware conference bridge resources configured for each ingress/VXML combination gateway in the deployment and add them to the group.
                                                                                                                  Step 4   Click Save.
                                                                                                                  Step 5   Choose Media Resources > Media Resource Group.
                                                                                                                  Step 6   Add a Media Resource Group for Media Termination Point.
                                                                                                                  Step 7   Select all the hardware media termination points configured for each ingress/VXML combination gateway in the deployment and add them to the group.
                                                                                                                  Step 8   Click Save.
                                                                                                                  Step 9   Choose Media Resources > Media Resource Group.
                                                                                                                  Step 10   Add a Media Resource Group for Transcoder.
                                                                                                                  Step 11   Select all the transcoders configured for each ingress/VXML combination gateway in the deployment and add them to the group.
                                                                                                                  Step 12   Click Save.

                                                                                                                  Configure and Associate Media Resource Group List

                                                                                                                  Complete the following procedure to configure and associate a media resource group list. Add the media resource group list to the following devices and device pool.
                                                                                                                  Procedure
                                                                                                                    Step 1   Choose Media Resources > Media Resource Group List.
                                                                                                                    Step 2   Add a Media Resource Group list and associate all of the media resource groups. Click Save.
                                                                                                                    Step 3   Choose System > Device Pool. Click Default.
                                                                                                                    Step 4   From the Media Resource Group List drop-down list, choose the media resource group added in Step 2.
                                                                                                                    Step 5   Click Save. Click Reset.
                                                                                                                    Step 6   Choose Device > CTI Route Point.
                                                                                                                    Step 7   Click the configured CTI Route Point. See Configure a CTI Route Point.
                                                                                                                    Step 8   From the Media Resource Group List drop-down list, choose the media resource group added in Step 2.
                                                                                                                    Step 9   Click Save. Click Reset.
                                                                                                                    Step 10   Choose Device > SIP Trunk.
                                                                                                                    Step 11   Click the configured SIP Trunk for side-A. See Configure a Trunk.
                                                                                                                    Step 12   From the Media Resource Group List drop-down list, choose the media resource group added in Step 2.
                                                                                                                    Step 13   Click Save. Click Reset.
                                                                                                                    Step 14   Click the configured SIP Trunk for side-B. See Configure Trunk.
                                                                                                                    Step 15   From the Media Resource Group List drop-down list, choose the media resource group added in Step 2.
                                                                                                                    Step 16   Click Save. Click Reset.

                                                                                                                    Add Phones

                                                                                                                    It is beyond the scope of this document to explain how to add phones and associate them with the Application User. You will, however, need two phones for the agents who will sign in to Finesse to test calls. This is necessary to complete the final step to make a call.

                                                                                                                    This topic points to the Cisco Unified Communications Manager tools that you access to add phones

                                                                                                                    Procedure
                                                                                                                      Step 1   Sign in to the Cisco Unified Intelligence Center Administration Console (http://{hostname}/oamp).
                                                                                                                      Step 2   Select Device > Phone.
                                                                                                                      Step 3   Click Find and then Add New.
                                                                                                                      Step 4   Select the phone type you will use for the agent. Then click Next.
                                                                                                                      Step 5   Complete all required fields in the Device Information screen and Save.
                                                                                                                      Step 6   Repeat steps 2 - 4 for the second phone.
                                                                                                                      Step 7   Select User Management > Application User.
                                                                                                                      Step 8   Click Find. Then select pguser.
                                                                                                                      Step 9   Make sure the CTI Route Point (Configure CTI Route Point) and both phones are moved from Available Devices to Controlled Devices.

                                                                                                                      Configure Unified Intelligence Center

                                                                                                                      Configure Unified Intelligence Center Publisher

                                                                                                                      This procedure is for golden templates only.

                                                                                                                      You must customize the Cisco Unified Intelligence Center publisher before you customize the subscriber.

                                                                                                                      Before You Begin

                                                                                                                      DNS Configuration is mandatory for Unified Intelligence Center. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. See Configure DNS Server.

                                                                                                                      Procedure
                                                                                                                        Step 1   In the client computer where the automation tool was run, navigate to C:\GoldenTemplateTool_901\PlatformConfigRepository\CUIC.
                                                                                                                        Step 2   Copy the file named CUICPUB_SideA_platformConfig.xml.
                                                                                                                        Step 3   Paste it to another location and rename it to platformConfig.xml.
                                                                                                                        Step 4   Launch WinImage and select File > New > 1.44 MB and click OK.
                                                                                                                        Step 5   Drag and drop platformConfig.xml into WinImage.
                                                                                                                        Step 6   When prompted to inject the file, click Yes.
                                                                                                                        Step 7   Select File > Save as.
                                                                                                                        Step 8   From the Save as type list, select Virtual floppy image. Provide the filename as platformConfig.flp and click Save. Make sure you have selected the correct network adapter.
                                                                                                                        Step 9   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                                                        Step 10   Navigate to the Configuration tab. In the storage section, right click on the Datastore and choose Browse Datastore and create a folder named CUIC_PUB.
                                                                                                                        Step 11   Upload the platformConfig.flp file to the folder CUIC_PUB.
                                                                                                                        Step 12   Edit the Virtual Machine Settings for the Unified Intelligence Center Publisher VM .
                                                                                                                        Step 13   On the Hardware tab, click the floppy drive, choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the CUIC_PUB folder on the data.store and click OK.
                                                                                                                        Step 14   Ensure that Connect at Power On is checked for the network adapters and the floppy drive and click OK.
                                                                                                                        Step 15   Power on the Publisher. This begins the installation based on the information in the .flp file.

                                                                                                                        The installation begins automatically and runs with no interaction from you. After an hour or more, you will see a message indicating a successful installation.

                                                                                                                        Step 16   Click the Console tab for the VM. Log in to the publisher, using the credentials for the Administration User. The machine opens to the CLI interface.
                                                                                                                        Step 17   Edit settings and uncheck Connect at Power on for the floppy drive.


                                                                                                                        Note


                                                                                                                        During the customization of the publisher/primary, the username and the password are modified as follows. The customer should change the password.
                                                                                                                        • Default Password for OS Administrator: pcce@123
                                                                                                                        • Application UserName: Administrator
                                                                                                                        • Default Password for Application User: pcce@123
                                                                                                                        • Sftp password: pcce@123
                                                                                                                        • IPSec password: pcce@123

                                                                                                                        What to Do Next

                                                                                                                        After rebooting, the VM installation is complete with all the parameters provided in the spreadsheet for the VM.

                                                                                                                        Continue to: Configure Unified Intelligence Center Subscriber.

                                                                                                                        Configure Unified Intelligence Center Subscriber

                                                                                                                        Before adding a subscriber, you must upload the license file in the Publisher. DNS Configuration is mandatory for Unified Intelligence Center. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. For more information, see Configure DNS Server.

                                                                                                                        Launch the Publisher to Add the Subscriber

                                                                                                                        To add the subscriber, you must launch the publisher node and define the subscriber in the Administration Console.

                                                                                                                        Do this for golden templates only. For direct installs, this procedure was part of the installation of the publisher.

                                                                                                                        Procedure
                                                                                                                          Step 1   Direct a browser to the URL http://<HOST ADDRESS>/oamp where HOST ADDRESS is the IP Address or Hostname of your Cisco Unified Intelligence Center publisher.
                                                                                                                          Step 2   Sign in using the system application user ID and password that you defined during installation.
                                                                                                                          Step 3   From the panel in the left, select Device Management > Device Configuration.
                                                                                                                          Step 4   Click Add Member.
                                                                                                                          Step 5   On the Device Configuration fields for the Subscriber, enter a name, the hostname or IP address, and a description for the device.
                                                                                                                          Step 6   Click Save.

                                                                                                                          Configure Subscriber

                                                                                                                          Complete the following procedure to configure a subscriber.

                                                                                                                          Procedure
                                                                                                                            Step 1   Launch WinImage and select File > New > 1.44 MB.
                                                                                                                            Step 2   In the client computer where the automation tool was run, navigate to C:\GoldenTemplateTool_901\PlatformConfigRepository\CUIC.
                                                                                                                            Step 3   Copy the file named CUIC_SUB_SideA_platformConfig.xml.
                                                                                                                            Step 4   Paste it to another location and rename it to platformConfig.xml.
                                                                                                                            Step 5   Drag and drop platformConfig.xml into WinImage:
                                                                                                                            1. Click Yes at the message asking if you want to inject the file.
                                                                                                                            2. Select File > Save as and save the file as a Virtual Floppy Image with the filename platformConfig.flp.
                                                                                                                            Tip   

                                                                                                                            If drag and drop does not work, select Image > Inject. Then browse to the file.

                                                                                                                            Step 6   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                                                            Step 7   Create the folder CUIC_SUB and upload platformConfig.flp to it.
                                                                                                                            Step 8   Edit the Virtual Machine settings for the CUIC Subscriber VM.
                                                                                                                            Step 9   On the Hardware tab, click the floppy drive, choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the CUIC_SUB folder on the data store.
                                                                                                                            Step 10   Ensure that Connect at Power On is checked for the network adapters and the floppy drive. Click OK and then power on the VM.

                                                                                                                            This begins the installation and customizes the installation based on the information in the .flp file.

                                                                                                                            Step 11   If there is a value in the optional DNS_IP_NIC1 cell of the automation spreadsheet, configure the DNS server by adding the machine in forward and reverse lookup.

                                                                                                                            Note    During the customization of the subscriber node, the username and the password are modified as follows. The customer should change the password.

                                                                                                                            Make changes as follows:

                                                                                                                            • Default Password for OS Administrator: pcce@123
                                                                                                                            • Application UserName: Administrator
                                                                                                                            • Default Password for Application User: pcce@123
                                                                                                                            • Sftp password: pcce@123
                                                                                                                            • IPSec password: pcce@123
                                                                                                                            Step 12   After you complete the installation uncheck Connect at Power on for the floppy drive.

                                                                                                                            Configure Unified Intelligence Center Reporting

                                                                                                                            Complete the following procedures to configure Unified Intelligence Center Reporting. There are two components to configure:

                                                                                                                            Configure Unified Intelligence Center SQL User Account

                                                                                                                            Procedure
                                                                                                                              Step 1   Launch Microsoft SQL Server Management Studio on the Unified CCE Dataserver, Side A.
                                                                                                                              Step 2   Connect to Unified CCE Dataserver, Side A using the default credentials.
                                                                                                                              Step 3   Navigate to Security >Logins, right-click Logins and select New Login.

                                                                                                                              This login is used when you configure the data sources for Cisco Unified Intelligence Center reporting.

                                                                                                                              Step 4   On the General Screen:
                                                                                                                              1. Enter the Login Name.
                                                                                                                              2. Select SQL Server authentication.
                                                                                                                              3. Enter and confirm the Password.
                                                                                                                              4. Uncheck Enforce password policy.
                                                                                                                              Step 5   Navigate to the User Mapping Screen page and perform the following instructions:
                                                                                                                              1. Check the databases associated with Side A and AWdb.
                                                                                                                              2. Choose each database and associate it with the db_datareader and public roles, and click OK.

                                                                                                                              Configure Unified Intelligence Center Data Sources

                                                                                                                              Complete the following procedure to configure Unified Intelligence Center data sources.
                                                                                                                              Procedure
                                                                                                                                Step 1   Sign in to Unified Intelligence Center with your Cisco Intelligence Center administrator account (http://{hostname}).
                                                                                                                                Step 2   Click Data Sources drawer in the left panel to open the Data Sources page.
                                                                                                                                Step 3   Choose the Unified CCE Historical Data Source. Click Edit to open the Data Source > Edit page. Then click the Primary tab.
                                                                                                                                1. In the Database Host field, enter the IP Address of the Side A Unified CCE Data Server.
                                                                                                                                2. For Port, enter 1433. This is the SQL Server network port.
                                                                                                                                3. In the Database Name field, enter {instance}_sideA.
                                                                                                                                4. For Timezone, select the appropriate time zone; for example: EST for Eastern Standard Time.
                                                                                                                                5. In the Database User ID, enter the username for the SQL Server user account created when you configured the Cisco Intelligence Center SQL User Account. See Configure Unified Intelligence Center SQL User Account.
                                                                                                                                6. Enter and confirm the SQL Server User password.
                                                                                                                                7. For Charset, enter ISO-8859-1.
                                                                                                                                8. Click Test Connection to confirm the Online status.
                                                                                                                                9. Click Save.
                                                                                                                                Step 4   Click the Secondary tab to configure Unified CCE Historical Data Source for side B.
                                                                                                                                1. Click Failover Enabled.
                                                                                                                                2. In the Database Host field, enter the IP address of the Side B Unified CCE Database Server.
                                                                                                                                3. For Port, enter 1433.
                                                                                                                                4. In the Database Name field, enter {instance}_sideB.
                                                                                                                                5. Complete other fields as in the Primary tab.
                                                                                                                                6. Test Connection and Save.
                                                                                                                                Step 5   Choose the Unified CCE Realtime Data Source. Click Edit to open Data Source > Edit page. Then click the Primary tab.
                                                                                                                                1. In the Database Host field, enter the IP address of the Side A Unified CCE Data Server.
                                                                                                                                2. For Port, enter 1433.
                                                                                                                                3. In the Database Name field, enter {instance}_awdb.
                                                                                                                                4. For Timezone, select the appropriate time zone.
                                                                                                                                5. In the Database User ID field, enter the user name for that you configured for the Cisco Unified Intelligence Center SQL Server user account.
                                                                                                                                6. Enter and confirm the Cisco Unified Intelligence Center User password.
                                                                                                                                7. For Charset, enter ISO-8859-1.
                                                                                                                                8. Click Test Connection to confirm the Online status.
                                                                                                                                9. Click Save.
                                                                                                                                Step 6   Click the Secondary tab to configure Unified CCE Realtime Data Source for side B.
                                                                                                                                1. Click Failover Enabled.
                                                                                                                                2. In the Database Host field, enter the IP Address of the Side B Unified CCE Database Server.
                                                                                                                                3. For Port, enter 1433.
                                                                                                                                4. For Timezone, select the appropriate zone.
                                                                                                                                5. In the Database Name field, enter {instance}_awdb.
                                                                                                                                6. Complete other fields as in the Primary tab.
                                                                                                                                7. Click Save.

                                                                                                                                Configure Unified Intelligence Center Administration

                                                                                                                                Complete the following procedure to configure Unified Intelligence Center Administration.
                                                                                                                                Procedure
                                                                                                                                  Step 1   Sign in to the Cisco Unified Intelligence Center Administration Console (http://{hostname}/oamp).

                                                                                                                                  From the Authentication drop-down list, select LDAP. This enables access to users who are defined in Active Directory.

                                                                                                                                  Step 2   Configure the Active Directory tab under Cluster Configuration > Reporting Configuration.
                                                                                                                                  1. For Host Address for the Primary Active Directory Server, enter the IP address of the domain controller.
                                                                                                                                  2. For Port, enter the port number for the domain controller.
                                                                                                                                  3. Complete the Manager Distinguished Name fields that are required for the customer.
                                                                                                                                  4. Enter and confirm the password with which the Manager accesses the domain controller.
                                                                                                                                  5. For User Search Base, specify users and the domain name and any sub-domain names.
                                                                                                                                  6. For Attribute for User ID, select sAMAccountName.
                                                                                                                                  7. Add at least one domain for the UserName Identifier. Do not type the @ sign before the domain name.
                                                                                                                                  8. Set a domain as the default.
                                                                                                                                  9. Click Test Connection.
                                                                                                                                  10. Click Save.
                                                                                                                                  Step 3   Configure syslog for all devices.
                                                                                                                                  1. Choose Device Management > Log and Trace Settings.
                                                                                                                                  2. For each host address:
                                                                                                                                    • Select the associated servers.
                                                                                                                                    • In the Edit Serviceability Settings screen Syslog Settings pane, configure the Primary and Backup Host. Click Save.
                                                                                                                                  Step 4   Configure SNMP for all devices.
                                                                                                                                  1. Select Network Management > SNMP.
                                                                                                                                  2. Navigate to SNMP and for each server add the following:
                                                                                                                                    • V1/V2c Community Strings.
                                                                                                                                    • Notification Destination.

                                                                                                                                  Unified Intelligence Center License and Sign-In

                                                                                                                                  Acquire License Online

                                                                                                                                  After you install the publisher and before you install the subscriber, you must contact Cisco to request a Unified Intelligence Center license.

                                                                                                                                  Procedure
                                                                                                                                    Step 1   To acquire the license file, go to the Cisco Product License Registration website at this URL: https:/​/​tools.cisco.com/​SWIFT/​Licensing/​PrivateRegistrationServlet.
                                                                                                                                    Step 2   If you do not have a Product Authorization Key (PAK), click the available licenses link.
                                                                                                                                    Step 3   Scroll to Unified communications and click Cisco Unified Intelligence Center.
                                                                                                                                    Step 4   Enter your MAC Address, accept the agreement, and enter your Registrant Information.

                                                                                                                                    The MAC Address appears online at the end of the installation. If you do not have time to write it down before it disappears, you can find it through the CLI, after the install is complete, as follows:

                                                                                                                                    1. Sign in to the server node, using the credentials of the System Administration user.
                                                                                                                                    2. Enter this CLI command: show status.
                                                                                                                                    Step 5   Follow prompts to complete the registration windows.

                                                                                                                                    You will receive an email from Cisco that contains your license file as an attachment. The file format is *.lic.

                                                                                                                                    Step 6   Save the license file in a location where the System Application User can access it.
                                                                                                                                    Warning    As a best practice, save a backup copy of this file. You can open a *.lic. file to look at it, but do not make any changes to it. Changing the file invalidates the license.

                                                                                                                                    Sign In to Administration Console

                                                                                                                                    Who can sign in to the administration console: The System Application User who is the default Superuser.

                                                                                                                                    To upload the license, you must sign in to the Unified Intelligence Center Administration Console. This is the OAMP interface for Unified Intelligence Center. The first person who signs in to the Administration application must do so using the user ID and password that were defined for the System Application User during the installation. This user is the initial Superuser for Unified Intelligence Center Administration.

                                                                                                                                    Procedure
                                                                                                                                      Step 1   Enter this URL: http://<HOST ADDRESS>/oamp, where HOST ADDRESS is the IP address or hostname of your Controller node.
                                                                                                                                      Step 2   Enter the System Application User ID and password that you defined during installation.

                                                                                                                                      Upload License

                                                                                                                                      Who can upload the license: The System Application User who is the default Superuser.

                                                                                                                                      As soon as the System Application User signs in, the user must upload the license file. The file is uploaded to the publisher node and, within a minute, is automatically replicated to all nodes in the cluster.

                                                                                                                                      Procedure
                                                                                                                                        Step 1   In the Administration application, choose Cluster Configuration > License Management.

                                                                                                                                        This opens the License File Management page.

                                                                                                                                        Step 2   Click Upload license file (Browse).
                                                                                                                                        Step 3   Navigate to the location where the *.lic file was saved.
                                                                                                                                        Step 4   Click Apply License to load the license.

                                                                                                                                        A message appears indicating that the license file was uploaded successfully and will be distributed to other nodes (if any) in the cluster in approximately one minute.

                                                                                                                                        Note    The databases are polled once a minute for changes. The license replication is not immediate but occurs within a minute.

                                                                                                                                        Configure Cisco Finesse


                                                                                                                                        Note


                                                                                                                                        Finesse will not operate correctly unless you disable the Cisco Security Agent (CSA) after installing the primary node and after installing the secondary node.
                                                                                                                                        Follow this sequence of tasks to configure Cisco Finesse.

                                                                                                                                        Configure Cisco Finesse Primary

                                                                                                                                        DO THIS FOR golden templates only.


                                                                                                                                        Note


                                                                                                                                        You must configure the Finesse primary node before you customize the secondary node.


                                                                                                                                        Before You Begin

                                                                                                                                        DNS Configuration is mandatory for Cisco Finesse. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. See Configure DNS Server

                                                                                                                                        Procedure
                                                                                                                                          Step 1   In the client computer where the automation tool was run, navigate to C:GoldenTemplateTool_901\PlatformConfigRepository\Finesse .
                                                                                                                                          Step 2   Copy the file named FINESSE_PRIMARY_platformConfig.xml.
                                                                                                                                          Step 3   Paste it to another location and rename it to platformConfig.xml.
                                                                                                                                          Step 4   Launch WinImage and select File > New > 1.44 MB and click OK.
                                                                                                                                          Step 5   Drag and drop platformConfig.xml into WinImage.
                                                                                                                                          Step 6   When prompted to inject the file, click Yes.
                                                                                                                                          Step 7   Select File > Save as.
                                                                                                                                          Step 8   Choose the Save as type list as Virtual floppy image. Provide the filename as platformConfig.flp and click Save.
                                                                                                                                          Step 9   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                                                                          Step 10   Navigate to the Configuration tab. In the storage section, right click on the Datastore and choose Browse Datastore and create a folder named FINESSE_PRIMARY.
                                                                                                                                          Step 11   Upload the platformConfig.flp file to the folder FINESSE_PRIMARY.
                                                                                                                                          Step 12   Edit the Virtual Machine Settings for the Finesse Primary VM .
                                                                                                                                          Step 13   On the Hardware tab, click the floppy drive, choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the FINESSE_PRIMARY folder on the data store and click OK.
                                                                                                                                          Step 14   Ensure that Connect at Power On is checked for the network adapters and the floppy drive.
                                                                                                                                          Step 15   Power on the Primary Machine. This begins the installation based on the information in the .flp file.

                                                                                                                                          The installation begins automatically and runs with no interaction from you. After an hour or more, you will see a message indicating a successful installation.

                                                                                                                                          Step 16   Click the Console tab for the VM. Log in to the primary machine, using the credentials for the Administration User. The machine opens to the CLI interface.
                                                                                                                                          Step 17   Edit settings and uncheck Connect at Power on for the floppy drive.

                                                                                                                                          During the customization of the primary, the username and the password are modified as follows. The customer should change the password.

                                                                                                                                          • Default Password for OS Administrator: pcce@123
                                                                                                                                          • Application UserName: Administrator
                                                                                                                                          • Default Password for Application User: pcce@123
                                                                                                                                          • Sftp password: pcce@123
                                                                                                                                          • IPSec password: pcce@123

                                                                                                                                          After rebooting, the VM installation is complete with all the parameters provided in the spreadsheet for the VM.

                                                                                                                                          What to Do Next

                                                                                                                                          Continue to: Configure Settings for CTI Server and Administration and Data Server.

                                                                                                                                          Configure Settings for CTI Server and Administration and Data Server

                                                                                                                                          This procedure is required for the Finesse primary node for golden templates and for direct-install deployments.

                                                                                                                                          Configure CTI Server Settings in Cisco Finesse Primary Node

                                                                                                                                          Procedure
                                                                                                                                            Step 1   Launch the URL http://hostname or IP address/cfadmin, where hostname or IP address is the hostname or IP address of your primary Finesse server.
                                                                                                                                            Step 2   Go to Home > Contact Center Enterprise CTI Server Settings.
                                                                                                                                            Step 3   Update the following:
                                                                                                                                            1. A Side Host/IP Address (of Side A CTIOS Server)
                                                                                                                                            2. A Side Port (CTI Server Port on Side A)—42027
                                                                                                                                            3. Peripheral ID (of CallManager PIM)—5000
                                                                                                                                            4. B Side Host/IP Address (of Side B CTIOS Server)
                                                                                                                                            5. B Side Port (CTI Server Port on Side B)—43027
                                                                                                                                            Step 4   Click Submit.

                                                                                                                                            Configure Unified Contact Center Enterprise Administration and Data Server

                                                                                                                                            Procedure
                                                                                                                                              Step 1   Go to Home > Contact Center Enterprise Administration & Data Server Settings. (This menu structure assumes the default configuration.)
                                                                                                                                              Step 2   Update the following:
                                                                                                                                              1. Primary Host/IP Address (of Side A AW Server)
                                                                                                                                              2. Database Port: 1433
                                                                                                                                              3. Backup Host/Ip Address (of Side B AW Server)
                                                                                                                                              4. Domain (required field): The name of the Unified CCE to which Finesse connects.
                                                                                                                                              5. AW Database Name: <ucceinstance_awdb>
                                                                                                                                              6. UserName: The domain username that is required to sign in to the database. Cannot be SQL user.
                                                                                                                                              7. Password: The password required to sign in to the database.
                                                                                                                                              Step 3   Click Submit.

                                                                                                                                              Restart Tomcat

                                                                                                                                              After changing and saving any value on Contact Center Enterprise Administration Server Settings, you must restart the Cisco Tomcat Service on the primary Finesse server.
                                                                                                                                              Procedure
                                                                                                                                                Step 1   To stop the Cisco Tomcat service, enter this CLI command: utils service stop Cisco Tomcat .
                                                                                                                                                Step 2   To start the Cisco Tomcat service, enter this CLI command: utils service start Cisco Tomcat .

                                                                                                                                                What to Do Next

                                                                                                                                                Next step is to Configure Cisco Finesse Secondary Node

                                                                                                                                                Configure Cisco Finesse Secondary Node

                                                                                                                                                DNS Configuration is mandatory for Cisco Finesse. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. See Configure DNS Server.

                                                                                                                                                Launch the Finesse Administration Console to Configure the Secondary Finesse

                                                                                                                                                To add the secondary node, you must launch the primary node and add the secondary node to the cluster.

                                                                                                                                                Do this for golden templates only. For direct installs, this procedure was part of the installation of the primary.

                                                                                                                                                Procedure
                                                                                                                                                  Step 1   Launch the Cisco Finesse primary node in a browser (http://Primary Node IP Address/cfadmin), where the Primary Node or IP address is that of your host.
                                                                                                                                                  Step 2   Go to Home > Cluster Settings. (This is based on the default configuration and assumes you have not changed the page for the Cluster Settings tool.)
                                                                                                                                                  Step 3   Add the IP address for the Cisco Finesse secondary node.
                                                                                                                                                  Step 4   Click Submit.

                                                                                                                                                  Install Cisco Finesse on Secondary Node

                                                                                                                                                  Procedure
                                                                                                                                                    Step 1   Launch WinImage and select File > New > 1.44 MB.
                                                                                                                                                    Step 2   In the client computer where the automation tool was run, navigate to C:\CCEPAC1_VMAutomation\PlatformConfigRepository\Finesse .
                                                                                                                                                    Step 3   Copy the file named FINESSE_SECONDARY_platformConfig.xml .
                                                                                                                                                    Step 4   Paste it to another location and rename it to platformConfig.xml.
                                                                                                                                                    Step 5   Drag and drop platformConfig.xml into WinImage:
                                                                                                                                                    1. When prompted to inject the file, click Yes.
                                                                                                                                                    2. Select File > Save as and save the file as a Virtual Floppy Image (.flp).
                                                                                                                                                    Tip   

                                                                                                                                                    If drag and drop does not work, select Image > Inject. Then browse to the file.

                                                                                                                                                    Step 6   Open vSphere infrastructure client and connect to the vCenter. Go to the customer ESXi host where the VMs are deployed.
                                                                                                                                                    Step 7   Create a folder FINESSE_SECONDARY in the data store and upload the platformConfig.flp file to that folder FINESSE_SECONDARY.
                                                                                                                                                    Step 8   Edit settings for the VM. On the Hardware tab, click the floppy drive and choose the radio button Use The Existing Floppy Image in Datastore and mount the platformConfig.flp from the FINESSE_SECONDARY folder on the data store.
                                                                                                                                                    Step 9   Ensure that Connect at Power On is checked for the network adapters and the floppy drive.
                                                                                                                                                    Step 10   Power on the VM. This begins the installation and customizes the installation based on the information in the .flp file.

                                                                                                                                                    During the customization of the secondary node, the username and the password are modified as follows. The customer may change the password:

                                                                                                                                                    • Default Password for OS Administrator: pcce@123
                                                                                                                                                    • Application UserName: Administrator
                                                                                                                                                    • Default Password for Application User: pcce@123
                                                                                                                                                    • Sftp password: pcce@123
                                                                                                                                                    • IPSec password: pcce@123
                                                                                                                                                    Step 11   After you complete the installation, uncheck Connect at Power on for the floppy drive.

                                                                                                                                                    Configure Unified CVP Reporting Server

                                                                                                                                                    The optional Unified CVP Reporting VM is required for customers who use Courtesy Callback and who want to run callback application reports. Unified CVP customers must sign in to Cisco Unified Intelligence Center as users.

                                                                                                                                                    Follow this sequence of tasks to configure Unified CVP Reporting:

                                                                                                                                                    Configure CVP Reporting Server in CVP OAMP

                                                                                                                                                    Perform this procedure only if the customer will use the optional CVP Reporting Server.
                                                                                                                                                    Procedure
                                                                                                                                                      Step 1   In the Unified CVP Operations Console, navigate to Device Management > Unified CVP Reporting Server..
                                                                                                                                                      Step 2   Click Add New.
                                                                                                                                                      Step 3   Enter the IP Address and Host Name of the Reporting Server.
                                                                                                                                                      Step 4   Move all Unified CVP Call Servers from Available to Selected.
                                                                                                                                                      Step 5   Click Save and Deploy.

                                                                                                                                                      Unified CVP Reporting Users

                                                                                                                                                      Create Reporting Users

                                                                                                                                                      Who can create a user:
                                                                                                                                                      • Initially, the System Application User who is the default Superuser.
                                                                                                                                                      • Eventually, any Superuser.

                                                                                                                                                      Unified CVP reporting users can sign in to Unified Intelligence Center only if they exist in the Administration console as Superusers or if Active Directory (AD) is configured in the Unified Intelligence Center Administration console for their domain:

                                                                                                                                                      • Superusers who are added are considered to be IP Multimedia Subsystem (IMS) users. For more information, see Create Superusers.
                                                                                                                                                      • Users who are authenticated through Active Directory are considered to be Lightweight Directory Access Protocol (LDAP) users. For more information, see Set Up Active Directory Server for LDAP Users.

                                                                                                                                                      Both IMS users and LDAP users can log in to Unified Intelligence Center reporting and are restricted to the limited Login User role until the Unified Intelligence Center reporting security administrator gives them additional roles and flags them as active users.

                                                                                                                                                      Although you can create a user on the Unified Intelligence Center User List page, an entry on the User List is not sufficient for that user to sign in to the Unified Intelligence Center. One reason to create users on the User List page is to expedite the permissions for users before their Active Directory domain is configured.

                                                                                                                                                      Create Superusers

                                                                                                                                                      Sign in to Cisco Unified Intelligence Center Administration (http://server/oamp).

                                                                                                                                                      To create Superusers, perform the following:

                                                                                                                                                      Procedure
                                                                                                                                                        Step 1   Log in to the Cisco Unified Intelligence Center Administration Console (http://{hostname}/oamp).
                                                                                                                                                        Step 2   Navigate to Admin User Management > Admin User Management to open the Users page.
                                                                                                                                                        Step 3   Click Add New to add and configure a new user or click an existing username to edit the configuration for that user.

                                                                                                                                                        This page has three tabs: General, Credentials, and Policy. For information about completing these tabs, see Administration Console User Guide for Cisco Unified Intelligence Center or to the Administration console online help.

                                                                                                                                                        Step 4   Click Save.

                                                                                                                                                        Set Up Active Directory Server for LDAP Users

                                                                                                                                                        Configure the Active Directory tab in the Administration console so that Unified CVP reporting users can log in to the Unified Intelligence Center reporting application with the user name and password that is defined in their domain.

                                                                                                                                                        Who can do set up an active directory for LDAP users:
                                                                                                                                                        • Initially, the System Application User who is the default Superuser.
                                                                                                                                                        • Eventually, any Superuser.

                                                                                                                                                        Perform the following procedure to set up the Active Directory server for LDAP users:

                                                                                                                                                        Procedure
                                                                                                                                                          Step 1   In the Administration application, navigate to Cluster Configuration > Reporting Configuration and select the Active Directory tab.
                                                                                                                                                          Step 2   Complete all fields on this page, referring to the online help for guidance.
                                                                                                                                                          Step 3   Click Test Connection.
                                                                                                                                                          Step 4   When the connection is confirmed, click Save.

                                                                                                                                                          Sign In to Cisco Unified Intelligence Center Reporting Interface

                                                                                                                                                          Who can sign in to the Unified Intelligence Center reporting interface:
                                                                                                                                                          • Initially, the System Application User who is the default Superuser.
                                                                                                                                                          • Eventually, any Unified CVP user who was created in the Administration Console as an IMS superuser or an LDAP user.

                                                                                                                                                          Perform the following procedure to sign in to the Unified Intelligence Center reporting interface.

                                                                                                                                                          Procedure
                                                                                                                                                            Step 1   Sign in to the Cisco Unified Intelligence Center Administration Console (http:/​/​{hostname}/​oamp).
                                                                                                                                                            Step 2   Navigate to Control Center > Device Control.
                                                                                                                                                            Step 3   Click on the name of the Member node you want to access. This opens the Cisco Unified Intelligence Center login page for that member.
                                                                                                                                                            Step 4   Enter your user ID and password. The Overview page appears.

                                                                                                                                                            Import Unified CVP Report Templates and Set Data Source

                                                                                                                                                            Who can do this:
                                                                                                                                                            • Initially, the System Application User who has full permissions in Unified Intelligence Center Reporting.
                                                                                                                                                            • Eventually, any Report Designer who has has full permissions.

                                                                                                                                                            Before reporting users can run the Unified CVP report templates in the Unified Intelligence Center reporting application, a Unified IC reporting user with permission to do so must import them into Unified IC and associate them with the Unified CVP Data Source.

                                                                                                                                                            Packaged CCE supports the Callback reports only. Do not import other reports.

                                                                                                                                                            Procedure
                                                                                                                                                              Step 1   Launch the Unified IC web application using the URL http://<HOST ADDRESS>/cuic, where HOST ADDRESS is the IP Address or Hostname of your Member node.

                                                                                                                                                              This opens the login window.

                                                                                                                                                              Step 2   Enter your User Name and Password.

                                                                                                                                                              This opens the Overview page.

                                                                                                                                                              Step 3   Click the Reports drawer to open the Available Reports page.
                                                                                                                                                              Step 4   Right-click the top Reports folder and select Create New Sub-Category.
                                                                                                                                                              Step 5   Name the new sub-category as a container for Unified CVP reports. Click OK.
                                                                                                                                                              Step 6   Click Import Reports.
                                                                                                                                                              Step 7   Browse to the location where you copied the Unified CVP XML template report templates files.
                                                                                                                                                              Step 8   Select a report.

                                                                                                                                                              This populates the File Name with the full path for the report.

                                                                                                                                                              Step 9   From the Data Source To Use drop-down list, choose the Data Source you created to access the Unified CVP reporting database.
                                                                                                                                                              Step 10   From the Data Source To Use drop-down list, choose the Unified CVP sub-category folder you created in Step 5.
                                                                                                                                                              Step 11   Click Import.
                                                                                                                                                              Step 12   Repeat Steps 6 to 11 for each Unified CVP report template.

                                                                                                                                                              Create Data Source for Cisco Unified CVP Report Data

                                                                                                                                                              Who can create data source for Cisco Unified Customer Voice Portal report data:
                                                                                                                                                              • Initially, the System Application User who has full permissions in Unified Intelligence Center reporting.
                                                                                                                                                              • Eventually, any System Configuration Administrator.

                                                                                                                                                              Similar to creating an Open Database Connectivity (ODBC) connection, this task is necessary to access the Unified CVP reporting data.

                                                                                                                                                              In Unified Intelligence Center, the user must perform this task with the System Configuration Administrator User Role.

                                                                                                                                                              Perform the following procedure to create a data source.

                                                                                                                                                              Procedure
                                                                                                                                                                Step 1   Select the Data Sources drawer to open the Data Sources page.
                                                                                                                                                                Figure 1. Data Sources Page

                                                                                                                                                                This page shows three data sources that are installed by Unified Intelligence Center. They are the CUIC data source, the Unified CCE Historical data source, and the Unified CCE Realtime data source.

                                                                                                                                                                • The CUIC data source represents the Unified Intelligence Center database on the node that stores records for reports, dashboards, and users maintained on that node. This data is replicated across all nodes in the cluster.
                                                                                                                                                                • The two Unified CCE data sources represent the databases that populate the stock Cisco Unified CCE reports.
                                                                                                                                                                Step 2   Click Create to open an Add Data Source window.
                                                                                                                                                                Step 3   Complete fields on this page as follows:

                                                                                                                                                                Field

                                                                                                                                                                Value

                                                                                                                                                                Name

                                                                                                                                                                Enter the name of this data source.

                                                                                                                                                                Report Designers and Report Definition Designers do not have access to the Data Sources page but can see the list of Data Sources when they create custom reports.

                                                                                                                                                                Best Practice: To benefit those users, give a new Data Source a meaningful name.

                                                                                                                                                                Description

                                                                                                                                                                Enter a description for this data source.

                                                                                                                                                                Type

                                                                                                                                                                Options are Informix and SQL server.

                                                                                                                                                                Choose Informix.

                                                                                                                                                                Note   

                                                                                                                                                                Type is disabled in Edit mode.

                                                                                                                                                                Database Host

                                                                                                                                                                Enter the IP address or Domain Name System (DNS) name for the server and append the port for the Informix database.

                                                                                                                                                                Port

                                                                                                                                                                Enter the port number. Typically, the port is 1526.

                                                                                                                                                                You may have to open this port in the CVP Reporting Server firewall (Window Firewall > Inbound rules > new rule).

                                                                                                                                                                Database name

                                                                                                                                                                Enter the name of the reporting database on the Unified CVP reporting server.

                                                                                                                                                                Use the database name callback for stock callback reports.

                                                                                                                                                                Instance

                                                                                                                                                                Specify the instance name of the desired database. By default, this is cvp.

                                                                                                                                                                Timezone

                                                                                                                                                                Choose the correct time zone for the data stored in the database. In locations that change from Standard Time to Daylight Savings Time, this time zone is updated automatically.

                                                                                                                                                                Database User ID

                                                                                                                                                                Enter the user ID of the Reporting User who is configured in the Operations Console to access the Unified CVP reporting database.

                                                                                                                                                                Password and Confirm Password

                                                                                                                                                                Enter and confirm the password for the database user.

                                                                                                                                                                Charset

                                                                                                                                                                Choose UTF-8 for the Unified CVP Informix database.

                                                                                                                                                                Note   

                                                                                                                                                                If this field is not set correctly, the Unified Intelligence Center cannot connect.

                                                                                                                                                                Default Permissions

                                                                                                                                                                View or edit the permissions for this datasource for My Group and for the All Users group.

                                                                                                                                                                Step 4   Click Test Connection.

                                                                                                                                                                If the status is not Online, review the error message to determine the cause and edit the data source accordingly.

                                                                                                                                                                Step 5   Click Save to close the Add Data Source window.

                                                                                                                                                                The new data source appears on the Data Sources list.


                                                                                                                                                                Import Cisco Unified Customer Voice Protocol Report Templates

                                                                                                                                                                The Unified CVP reporting template XML files are installed with Unified CVP. Locate them and copy them to a Unified Intelligence Center client workstation.

                                                                                                                                                                For Packaged CCE, import the Callback reports only.

                                                                                                                                                                To import Unified CVP report templates complete the following:

                                                                                                                                                                Procedure
                                                                                                                                                                  Step 1   In the Unified CVP server, locate the Unified CVP template files. These are XML files that reside on the reporting server in %CVP_HOME%\CVP_Reporting_Templates. You can also find them on the Installation DVD in \Downloads and Samples\ Reporting Templates.
                                                                                                                                                                  Step 2   Choose the files and copy them to the client computer from which you will launch the Unified IC Reporting web application.

                                                                                                                                                                  Set up NTP and Time Configuration at the Customer Site

                                                                                                                                                                  Any domain controllers at the customer site must be configured to use NTP servers. The two ESXi core servers must point to the same NTP servers as the domain controllers. Additionally, you must review time configuration settings on the ESXi core servers. Doing this prevents a race condition and an incorrect time setting when the server starts or reboots.

                                                                                                                                                                  Procedure
                                                                                                                                                                    Step 1   To add an NTP server to the domain controller:
                                                                                                                                                                    1. Locate the Microsoft instructions on how to configure an authoritative time server in Windows Server.

                                                                                                                                                                      Public NTP servers are available on the Internet if you do not have one.

                                                                                                                                                                    2. Note down the IP address or domain name of the NTP server that you add.
                                                                                                                                                                    Step 2   To point the ESXi core servers to the domain controller NTP servers:
                                                                                                                                                                    1. For each core server, click the Configuration tab.
                                                                                                                                                                    2. Choose Time Configuration > Properties... > Options.

                                                                                                                                                                      This opens a panel with two sections: General and NTP Settings.

                                                                                                                                                                    3. Click NTP Settings. Then click Add.
                                                                                                                                                                    4. Enter the IP address or fully qualified domain name of the NTP Servers associated with the domain controller. Click OK. Click Restart.
                                                                                                                                                                    Step 3   To set the startup policy for the NTP server(s):
                                                                                                                                                                    1. Navigate to Time Configuration > Properties... > Options.
                                                                                                                                                                    2. Click General.
                                                                                                                                                                    3. Select Start and stop with host. Click OK.
                                                                                                                                                                    Step 4   To review the time settings for the core servers:
                                                                                                                                                                    1. Click the Configuration tab.
                                                                                                                                                                    2. In the Software panel, select Time Configuration, which shows the Date & Time and the NTP Servers.
                                                                                                                                                                    Step 5   To adjust the Date & Time if they are incorrect:
                                                                                                                                                                    1. Click Properties... This opens the Time Configuration dialog box.

                                                                                                                                                                    2. Change the Time and Date fields. Then click OK.

                                                                                                                                                                    Configure the Destination Servers

                                                                                                                                                                    • Complete the RAID configuration.
                                                                                                                                                                    • Add the Customer ESXi host to the vCenter.