Cisco Unity Installation Guide (With IBM Lotus Domino), Release 4.0(3) - Overview of Mandatory Tasks for Installing Cisco Unity [Cisco Unity]

Table Of Contents

Overview of Mandatory Tasks for Installing Cisco Unity

Part 1: Installing and Configuring the Cisco Unity Server

Part 2: Populating the Cisco Unity System with Subscriber and Call Management Data

Part 3: Setting Up Networking Options (If Applicable)

Part 4: Training

Overview of Mandatory Tasks for Installing Cisco Unity

Use the following high-level task list to install Cisco Unity correctly. The tasks reference detailed instructions in the Cisco Unity Installation Guide, and in other Cisco Unity documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unity system—from installing and configuring the Cisco Unity server; to populating the Cisco Unity system with subscriber and call management data; to setting up optional features, such as networking.

Note Cisco assumes that the Domino environment is already set up and working before the Cisco Unity system is installed.

The list is divided into four parts. Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

We recommend that you check off tasks as you complete them.

Part 1: Installing and Configuring the Cisco Unity Server

The tasks in Part 1 reference chapters in the Cisco Unity Installation Guide, unless otherwise noted.

1. Verify the following requirements:

a. System requirements for the Cisco Unity 4.0 system. Refer to Cisco Unity 4.0 System Requirements, and Supported Hardware and Software at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/sysreq/40_sysrq.htm.

b. Requirements for integrating the phone system(s). Refer to the "Requirements" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_configuration_guides_list.html.

2. Obtain Cisco Unity license files, gather the documentation and tools for the installation, and determine the drive locations for application, log, and database files that you will need later in the installation. See "Preparing for the Installation."

3. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity. Refer to the "Programming the <Name> Phone System" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_configuration_guides_list.html.

4. Install voice cards, if applicable, and connect the phone system to the Cisco Unity computer. See "Setting Up the Hardware."

5. Configure the RAID arrays, if applicable, install Windows 2000 Server, and create the logical drives, if applicable. See "Installing the Operating System."

6. Use the Cisco Unity System Preparation Assistant to configure the operating system and install required software components. Then set up the server in the Windows networking environment. See "Customizing the Cisco Unity Platform."

7. Prepare the Domino server for Cisco Unity, and install and configure Lotus Notes on the Cisco Unity server. See "Setting Up Domino and Installing Lotus Notes."

8. Create the accounts required for the Cisco Unity installation, and set rights and permissions. See "Creating Accounts for the Installation and Setting Rights and Permissions."

9. Decide whether to set up Cisco Unity to use SSL and install the Microsoft Certificate Services component, if applicable, then use the Cisco Unity Installation and Configuration Assistant to install and configure Cisco Unity software, and to set up the Cisco Personal Communications Assistant to use SSL, if applicable. You also set up the Cisco Unity Administrator and the Status Monitor to use SSL, if applicable, then secure the Example Administrator account against toll fraud, and move SQL Server or MSDE database files and transaction logs, if applicable. See "Installing and Configuring Cisco Unity Software."

10. Install any optional software. See "Installing Optional Software."

11. Create an emergency repair disk that can be used to repair and restart Windows, if it is damaged. Refer to Windows 2000 Server Help.

12. Determine the authentication method that you want to use for the Cisco Unity Administrator web application, and configure IIS, as applicable. See "Setting Up Authentication for the Cisco Unity Administrator."

13. Store all of the software that was shipped with Cisco Unity together in a location that is safe and can be readily accessed. You may need the discs later to upgrade or to otherwise modify the Cisco Unity system, or Cisco TAC may require you to access them during a service call.

Part 2: Populating the Cisco Unity System with Subscriber and Call Management Data

You do most of the tasks in Part 2 by using the Cisco Unity Administrator. (For information on logging on to the Cisco Unity Administrator and on using it, refer to the "Accessing the Cisco Unity Administrator" chapter of the Cisco Unity System Administration Guide.)

The tasks reference chapters in the Cisco Unity System Administration Guide, Release 4.0(3) that contain detailed information; the guide is available at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/sag/sag403/dom/index.htm.

14. Define system schedules:

a. Identify standard business hours.

b. Identify closed and weekend hours.

c. Create custom schedules, if necessary.

d. Identify holidays.

See the "Schedule Settings" and "Holiday Settings" sections in the "System Settings" chapter.

15. Set up phone, GUI, and TTS languages (including TTY, if applicable). See the "Languages" chapter.

16. Set up third-party fax, if applicable. See the "Integrating a Fax Server with Cisco Unity" chapter.

17. Create a call management plan. See the "Call Management" chapter.

18. Set up the Cisco Unity Greetings Administrator, if applicable. See the "Call Management" chapter.

19. Prepare to create regular subscriber accounts. See the "Before Creating Regular Subscriber Accounts" section in the "Creating Subscriber Accounts" chapter.

a. Confirm that you have the necessary permissions for creating subscriber accounts and that Cisco Unity is configured properly to work with the message store.

b. Confirm that you have the applicable licenses.

c. Determine password and account lockout policy for Cisco Unity phone access.

d. Determine logon, password, and account lockout policy for Cisco Unity web access.

e. Set up enhanced phone security, if applicable.

f. Review, change, and create classes of service.

g. Create restriction tables, and assign them to the appropriate class(es) of service.

h. Create public distribution lists.

i. Review, create, and modify subscriber templates.

j. Confirm that the address book(s) listed on the System > Configuration > Subscriber Address Books page in the Cisco Unity Administrator contains the user data that you want to import when you create subscriber accounts.

20. Test the system configuration:

a. Add a single subscriber (see the "Creating Subscriber Accounts" chapter). After you create the subscriber account, the Domino server needs additional time to enable DUCS for Cisco Unity for the user. Wait several minutes before proceeding to the next sub-task.

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

c. Call Cisco Unity and log on to Cisco Unity as the test subscriber again to confirm that the password, greeting, conversation, call transfer, and message options for the subscriber are working properly. Confirm that the subscriber inherited the correct class of service by testing any applicable features by phone. (If the Cisco Unity conversation indicates that messages are not yet available, it may be the Domino server has not finished enabling the subscriber account to use DUCS for Cisco Unity. Wait a few more minutes, and try again.)

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test subscriber. If you gave the test subscriber the required class of service rights, test to see if you can browse from the Cisco PCA Welcome page to the Cisco Unity Assistant.

e. Make corrections to the system configuration as necessary.

21. Create subscriber accounts. See the "Creating Subscriber Accounts" chapter.

22. Modify individual subscriber accounts as needed. See the "After Creating Subscriber Accounts" section in the "Creating Subscriber Accounts" chapter.

23. Add individual subscribers to public distribution lists, as needed. For example, assign subscribers to screen those messages left in Cisco Unity that are not associated with a specific recipient, such as those left to the Unaddressed Messages distribution list or for the Opening Greeting call handler. See the "Message Handling" section in the "Default Accounts and Message Handling" chapter.

24. Implement, then test the call management plan you created in Task 17.:

a. Create call handlers. See the "Call Handler Settings" chapter.

b. Specify directory handler settings. See the "Directory Handler Settings" chapter.

c. Create interview handlers. See the "Interview Handler Settings" chapter.

d. Set up call routing. See the "Call Routing" chapter.

25. Back up Cisco Unity. Refer to White Paper: Backing Up and Restoring a Cisco Unity System, available on Cisco.com at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_technical_reference09186a00800f8da6.html.

26. As appropriate, set up subscribers to use the Cisco Personal Communications Assistant (PCA) and IBM Lotus Notes with DUCS for Cisco Unity. (Subscribers use the Cisco PCA to access the Cisco Unity Assistant.) See the "Setting Up Client Applications" chapter.

Part 3: Setting Up Networking Options (If Applicable)

27. If the system is using Digital Networking: Set up Digital Networking. Refer to the "Digital Networking"chapter of the Networking in Cisco Unity Guide, Release 4.0(3) at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/net/net403/dom/index.htm.

28. If the system is using Internet Subscribers: Set up Internet subscribers. Refer to the "Internet Subscribers"chapter of the Networking in Cisco Unity Guide, Release 4.0(3) at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/net/net403/dom/index.htm.

Part 4: Training

29. Train subscribers and operators to use Cisco Unity, if applicable. Refer to the "Subscriber, Operator, and Support Desk Orientation" chapter of the Cisco Unity System Administration Guide.

	Cisco Unity Installation Guide (With IBM Lotus Domino), Release 4.0(3)
	Overview of Mandatory Tasks for Installing Cisco Unity
Cisco Unity Installation Guide (With IBM Lotus Domino), Release 4.0(3) Index Preface Overview of Mandatory Tasks for Installing Cisco Unity Preparing for the Installation Setting Up the Hardware Installing the Operating System Customizing the Cisco Unity Platform Setting Up Domino and Installing Lotus Notes Creating Accounts for the Installation and Setting Rights and Permissions Installing and Configuring Cisco Unity Software Installing Optional Software Setting Up Authentication for the Cisco Unity Administrator Upgrading Cisco Unity 4.0(x) Software to Version 4.0(3) Modifying the Cisco Unity 4.0(3) System Appendix A: Voice Cards Appendix B: Exiting and Starting the Cisco Unity Software and Server\r\n Appendix C: Manual Installation Procedures for Software Installed by the Cisco Unity System Preparation Assistant During a New Installation Appendix D: Permissions Set by the Cisco Unity Permissions Wizard Appendix E: Manual Procedures for Setting Up Cisco Unity to Use SSL	Download this chapter Overview of Mandatory Tasks for Installing Cisco Unity Download the complete book PDF Version of Entire Book (PDF - 6 MB) Feedback Table Of Contents Overview of Mandatory Tasks for Installing Cisco Unity Part 1: Installing and Configuring the Cisco Unity Server Part 2: Populating the Cisco Unity System with Subscriber and Call Management Data Part 3: Setting Up Networking Options (If Applicable) Part 4: Training Overview of Mandatory Tasks for Installing Cisco Unity Use the following high-level task list to install Cisco Unity correctly. The tasks reference detailed instructions in the Cisco Unity Installation Guide, and in other Cisco Unity documentation as noted. Follow the documentation for a successful installation. The task list leads you through the complete installation of the Cisco Unity system—from installing and configuring the Cisco Unity server; to populating the Cisco Unity system with subscriber and call management data; to setting up optional features, such as networking. Note Cisco assumes that the Domino environment is already set up and working before the Cisco Unity system is installed. The list is divided into four parts. Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it. We recommend that you check off tasks as you complete them. Part 1: Installing and Configuring the Cisco Unity Server The tasks in Part 1 reference chapters in the Cisco Unity Installation Guide, unless otherwise noted. 1. Verify the following requirements: a. System requirements for the Cisco Unity 4.0 system. Refer to Cisco Unity 4.0 System Requirements, and Supported Hardware and Software at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/sysreq/40_sysrq.htm. b. Requirements for integrating the phone system(s). Refer to the "Requirements" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_configuration_guides_list.html. 2. Obtain Cisco Unity license files, gather the documentation and tools for the installation, and determine the drive locations for application, log, and database files that you will need later in the installation. See "Preparing for the Installation." 3. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity. Refer to the "Programming the <Name> Phone System" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_configuration_guides_list.html. 4. Install voice cards, if applicable, and connect the phone system to the Cisco Unity computer. See "Setting Up the Hardware." 5. Configure the RAID arrays, if applicable, install Windows 2000 Server, and create the logical drives, if applicable. See "Installing the Operating System." 6. Use the Cisco Unity System Preparation Assistant to configure the operating system and install required software components. Then set up the server in the Windows networking environment. See "Customizing the Cisco Unity Platform." 7. Prepare the Domino server for Cisco Unity, and install and configure Lotus Notes on the Cisco Unity server. See "Setting Up Domino and Installing Lotus Notes." 8. Create the accounts required for the Cisco Unity installation, and set rights and permissions. See "Creating Accounts for the Installation and Setting Rights and Permissions." 9. Decide whether to set up Cisco Unity to use SSL and install the Microsoft Certificate Services component, if applicable, then use the Cisco Unity Installation and Configuration Assistant to install and configure Cisco Unity software, and to set up the Cisco Personal Communications Assistant to use SSL, if applicable. You also set up the Cisco Unity Administrator and the Status Monitor to use SSL, if applicable, then secure the Example Administrator account against toll fraud, and move SQL Server or MSDE database files and transaction logs, if applicable. See "Installing and Configuring Cisco Unity Software." 10. Install any optional software. See "Installing Optional Software." 11. Create an emergency repair disk that can be used to repair and restart Windows, if it is damaged. Refer to Windows 2000 Server Help. 12. Determine the authentication method that you want to use for the Cisco Unity Administrator web application, and configure IIS, as applicable. See "Setting Up Authentication for the Cisco Unity Administrator." 13. Store all of the software that was shipped with Cisco Unity together in a location that is safe and can be readily accessed. You may need the discs later to upgrade or to otherwise modify the Cisco Unity system, or Cisco TAC may require you to access them during a service call. Part 2: Populating the Cisco Unity System with Subscriber and Call Management Data You do most of the tasks in Part 2 by using the Cisco Unity Administrator. (For information on logging on to the Cisco Unity Administrator and on using it, refer to the "Accessing the Cisco Unity Administrator" chapter of the Cisco Unity System Administration Guide.) The tasks reference chapters in the Cisco Unity System Administration Guide, Release 4.0(3) that contain detailed information; the guide is available at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/sag/sag403/dom/index.htm. 14. Define system schedules: a. Identify standard business hours. b. Identify closed and weekend hours. c. Create custom schedules, if necessary. d. Identify holidays. See the "Schedule Settings" and "Holiday Settings" sections in the "System Settings" chapter. 15. Set up phone, GUI, and TTS languages (including TTY, if applicable). See the "Languages" chapter. 16. Set up third-party fax, if applicable. See the "Integrating a Fax Server with Cisco Unity" chapter. 17. Create a call management plan. See the "Call Management" chapter. 18. Set up the Cisco Unity Greetings Administrator, if applicable. See the "Call Management" chapter. 19. Prepare to create regular subscriber accounts. See the "Before Creating Regular Subscriber Accounts" section in the "Creating Subscriber Accounts" chapter. a. Confirm that you have the necessary permissions for creating subscriber accounts and that Cisco Unity is configured properly to work with the message store. b. Confirm that you have the applicable licenses. c. Determine password and account lockout policy for Cisco Unity phone access. d. Determine logon, password, and account lockout policy for Cisco Unity web access. e. Set up enhanced phone security, if applicable. f. Review, change, and create classes of service. g. Create restriction tables, and assign them to the appropriate class(es) of service. h. Create public distribution lists. i. Review, create, and modify subscriber templates. j. Confirm that the address book(s) listed on the System > Configuration > Subscriber Address Books page in the Cisco Unity Administrator contains the user data that you want to import when you create subscriber accounts. 20. Test the system configuration: a. Add a single subscriber (see the "Creating Subscriber Accounts" chapter). After you create the subscriber account, the Domino server needs additional time to enable DUCS for Cisco Unity for the user. Wait several minutes before proceeding to the next sub-task. b. Use the phone to log on to Cisco Unity as the test subscriber, record a voice name, and set a phone password. Hang up. c. Call Cisco Unity and log on to Cisco Unity as the test subscriber again to confirm that the password, greeting, conversation, call transfer, and message options for the subscriber are working properly. Confirm that the subscriber inherited the correct class of service by testing any applicable features by phone. (If the Cisco Unity conversation indicates that messages are not yet available, it may be the Domino server has not finished enabling the subscriber account to use DUCS for Cisco Unity. Wait a few more minutes, and try again.) d. Log on to the Cisco Personal Communications Assistant (PCA) as the test subscriber. If you gave the test subscriber the required class of service rights, test to see if you can browse from the Cisco PCA Welcome page to the Cisco Unity Assistant. e. Make corrections to the system configuration as necessary. 21. Create subscriber accounts. See the "Creating Subscriber Accounts" chapter. 22. Modify individual subscriber accounts as needed. See the "After Creating Subscriber Accounts" section in the "Creating Subscriber Accounts" chapter. 23. Add individual subscribers to public distribution lists, as needed. For example, assign subscribers to screen those messages left in Cisco Unity that are not associated with a specific recipient, such as those left to the Unaddressed Messages distribution list or for the Opening Greeting call handler. See the "Message Handling" section in the "Default Accounts and Message Handling" chapter. 24. Implement, then test the call management plan you created in Task 17.: a. Create call handlers. See the "Call Handler Settings" chapter. b. Specify directory handler settings. See the "Directory Handler Settings" chapter. c. Create interview handlers. See the "Interview Handler Settings" chapter. d. Set up call routing. See the "Call Routing" chapter. 25. Back up Cisco Unity. Refer to White Paper: Backing Up and Restoring a Cisco Unity System, available on Cisco.com at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_technical_reference09186a00800f8da6.html. 26. As appropriate, set up subscribers to use the Cisco Personal Communications Assistant (PCA) and IBM Lotus Notes with DUCS for Cisco Unity. (Subscribers use the Cisco PCA to access the Cisco Unity Assistant.) See the "Setting Up Client Applications" chapter. Part 3: Setting Up Networking Options (If Applicable) 27. If the system is using Digital Networking: Set up Digital Networking. Refer to the "Digital Networking"chapter of the Networking in Cisco Unity Guide, Release 4.0(3) at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/net/net403/dom/index.htm. 28. If the system is using Internet Subscribers: Set up Internet subscribers. Refer to the "Internet Subscribers"chapter of the Networking in Cisco Unity Guide, Release 4.0(3) at http://www.cisco.com/univercd/cc/td/doc/product/voice/c_unity/unity40/net/net403/dom/index.htm. Part 4: Training 29. Train subscribers and operators to use Cisco Unity, if applicable. Refer to the "Subscriber, Operator, and Support Desk Orientation" chapter of the Cisco Unity System Administration Guide.
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