Installation Guide for Cisco Unity Release 8.x in a Voice Messaging Configuration (With Microsoft Exchange and With Failover Configured) - Overview of Mandatory Tasks for Installing Cisco Unity 8.x [Cisco Unity]

Table Of Contents

Overview of Mandatory Tasks for Installing Cisco Unity 8.x

Part 1: Installing the First Server for Cisco Unity 8.x Failover

Part 2: Installing the Other Server for Cisco Unity 8.x Failover

Part 3: Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server

Part 4: Populating the Cisco Unity 8.x System with Subscriber and Call Management Data

Part 5: Configuring Failover and Setting Up Cisco Unity 8.x Networking Options (If Applicable)

Part 6: Customizing the Cisco Unity 8.x Conversation

Part 7: Backing Up Cisco Unity 8.x

Part 8: Training for Cisco Unity 8.x

Overview of Mandatory Tasks for Installing Cisco Unity 8.x

Note If you are upgrading Cisco Unity, refer instead to the Reconfiguration and Upgrade Guide for Cisco Unity for upgrade instructions.

Use the following high-level task list to install the Cisco Unity system correctly. The tasks reference detailed instructions in the Installation Guide for Cisco Unity, 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 failover and networking; to backing up Cisco Unity.

Note If Cisco Unity will connect with a separate Microsoft Exchange server, Cisco assumes that the Exchange environment is already set up and working before the Cisco Unity system is installed.

The list is divided into eight 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.

Part 1: Installing the First Server for Cisco Unity 8.x Failover

The computer on which you begin the installation depends on where Exchange is or will be installed:

•If Exchange is installed on a separate Exchange server, begin the installation on the computer that will be the primary Cisco Unity server.

•If you plan to install Exchange on the secondary Cisco Unity server, begin the installation on the computer that will be the secondary Cisco Unity server.

The task list alerts you when to install the other Cisco Unity server. Both servers must have the same enabled features and, except when Exchange is installed on the secondary, the same configurations.

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

1. Confirm that you are using the correct version of the Installation Guide for Cisco Unity for your configuration. This version of the guide is for Cisco Unity 8.x and later Voice Messaging with Exchange, configured for failover. For a list of configurations and applicable installation guides, see the document Use the Installation Guide That Matches the Cisco Unity 8.x Configuration at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/correct_ig/8xcuigcrct.html.

2. Verify the following requirements:

a. System requirements for the Cisco Unity 8.x system, including requirements for the failover feature. See System Requirements for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/requirements/8xcusysreq.html.

b. Requirements for integrating the phone system(s), including requirements for the failover feature. See the "Requirements" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html.

c. If the system is using Cisco Unity Bridge Networking: Requirements for the Bridge. See the applicable version of System Requirements, and Supported Hardware and Software for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

d. If the system is using any Cisco Unity networking option (including the Bridge): Requirements for the networking option. See Networking Options Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

3. Gather the documentation and tools for the installation, download the latest Cisco Unity Server Updates wizard and other software, and determine the drive locations for application, log, and database files that you will need later in the installation. See Chapter 2, "Preparing for the Cisco Unity 8.x Installation."

4. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity. See 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/products_installation_and_configuration_guides_list.html.

5. Set up the server, and attach peripheral devices, if applicable. See Chapter 3, "Setting Up the Hardware for the Cisco Unity 8.x System."

6. Configure the RAID arrays, if applicable, install Windows Server 2003, and create the partitions, if applicable. See Chapter 4, "Installing the Operating System on the Cisco Unity 8.x Server."

7. Obtain Cisco Unity license files, and use the Cisco Unity System Setup Assistant to configure the operating system and install required software components. Then set up the server in the Windows networking environment. See Chapter 5, "Customizing the Cisco Unity 8.x Platform."

8. Install Exchange on the Cisco Unity server, if applicable, and extend the Active Directory schema for Cisco Unity. Optionally, create Active Directory organizational units for users and distribution lists, and a mailbox store. See Chapter 6, "Installing Exchange and Extending the Active Directory Schema for Cisco Unity 8.x."

9. Create the accounts required for the Cisco Unity installation, and grant permissions. See Chapter 7, "Creating Accounts for the Cisco Unity 8.x Installation and Granting Permissions."

10. Use the Cisco Unity System Setup Assistant to install and configure Cisco Unity software. You also secure the Example Administrator account against toll fraud, and move SQL Server database files and transaction logs, if applicable. See Chapter 8, "Installing and Configuring Cisco Unity 8.x Software."

11. Decide whether to use SSL to encrypt data and credentials for Cisco Unity web and client applications. If so, install the Microsoft Certificate Services component, if applicable, then configure Internet Information Services Manager to require the Cisco Personal Communications Assistant, Cisco Unity Administrator, and Status Monitor to use SSL. See the "Using SSL to Secure Client/Server Connections" chapter of the Security Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/security/guide/8xcusecx.html.

12. Install any optional software. See Chapter 9, "Installing Optional Software on the Cisco Unity 8.x Server."

Caution Do not install Microsoft Outlook on the Cisco Unity server, or Cisco Unity may not notify subscribers of new messages.

13. Determine the authentication method that you want to use for the Cisco Unity Administrator web application, and configure IIS, as applicable. See Chapter 10, "Setting Up Authentication for the Cisco Unity Administrator in 8.x."

Part 2: Installing the Other Server for Cisco Unity 8.x Failover

If you installed the primary server in Part 1 and Exchange is installed on a separate Exchange server, you install this server as the secondary Cisco Unity server.

If you installed the secondary server in Part 1—including installing Exchange on the server—you install this server as the primary Cisco Unity server.

The tasks in Part 2 reference chapters in the Installation Guide for Cisco Unity, unless otherwise noted.

14. With a Cisco Unified CM integration only: On the phone system, add the voice messaging ports that will be used by this server. See the "Programming the Cisco Unified CM Phone System" section of the applicable Cisco Unified CM integration guide at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html.

15. On this server, repeat Task 5. through Task 8.

16. For the same accounts that you created in Task 9., add the Cisco Unity administration account to the local Administrators group, and run the Cisco Unity Permissions wizard to grant permissions. See Chapter 7, "Creating Accounts for the Cisco Unity 8.x Installation and Granting Permissions."

17. Use the Cisco Unity System Setup Assistant to install and configure Cisco Unity software. You also secure the Example Administrator account against toll fraud, and move SQL Server database files and transaction logs, if applicable. See Chapter 8, "Installing and Configuring Cisco Unity 8.x Software."

18. If you chose to use SSL to encrypt data and credentials for Cisco Unity web applications in Step 11.: Configure Internet Information Services Manager to require the Cisco Personal Communications Assistant, Cisco Unity Administrator, and Status Monitor to use SSL. See the "Using SSL to Secure Client/Server Connections" chapter of the Security Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/security/guide/8xcusecx.html.

19. Install any optional software. See Chapter 9, "Installing Optional Software on the Cisco Unity 8.x Server."

20. Configure IIS so that the Cisco Unity Administrator and the Status Monitor use the Anonymous authentication method, if you decided to use that method. See Chapter 10, "Setting Up Authentication for the Cisco Unity Administrator in 8.x."

21. 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 3: Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server

22. Install and configure a voice-recognition server, if applicable. See Appendix B, "Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server."

Part 4: Populating the Cisco Unity 8.x System with Subscriber and Call Management Data

You do most of the tasks in Part 4 by using the Cisco Unity Administrator. (For information on logging on to the Cisco Unity Administrator and on using it, see the "Accessing and Using the Cisco Unity Administrator" chapter of the System Administration Guide for Cisco Unity.)

The tasks reference chapters in the System Administration Guide for Cisco Unity that contain detailed information; the guide is available at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html.

Note Do these tasks on the primary Cisco Unity server. Subscriber and call management data will be replicated to the secondary Cisco Unity server after you configure failover later in the installation.

23. 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 "Creating and Modifying Schedules" and "Identifying Days as Holidays" sections in the "Call Management Overview" chapter.

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

25. Set up third-party fax, if applicable.

26. Create a call management plan. See the "Creating and Implementing a Call Management Plan" section in the "Call Management Overview" chapter.

27. Prepare to create regular subscriber accounts. See the "Issues to Consider Before Creating Regular Subscriber Accounts" section in the "Managing 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. Decide whether to set up enhanced phone security.

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. Secure phone passwords, and, as applicable, secure Windows domain account passwords.

j. As needed, change the locale ID of the MAPI profile for the Cisco Unity server.

28. Set up the Cisco Unity Hospitality and property management system integration, if applicable. See the "Hospitality and Property Management System Integration" documentation at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

29. Test the system configuration:

a. Add a single subscriber (see the "Managing Subscriber Accounts" chapter).

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

c. Call Cisco Unity and log on as the test subscriber again to confirm that the password, greeting, and conversation specified for the subscriber are working properly. Confirm that the subscriber inherited the correct class of service by testing any applicable features by phone.

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. If you gave the test subscriber the required class of service rights, test to see if you can browse to the Cisco Unity Inbox.

e. Make corrections to the system configuration as necessary.

30. Create subscriber accounts. See the "Managing Subscriber Accounts" chapter.

31. Hide users in the Exchange address book, if applicable. See the "Issues to Consider After Creating Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter.

32. Modify individual subscriber accounts as needed. See the "Modifying Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter.

33. 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 "About Message Handling" section in the "Messaging and Default Accounts Overview" chapter.

34. Implement, then test the call management plan you created in Task 26.:

a. Create call handlers. See the "Managing Call Handlers" chapter.

b. Specify directory handler settings. See the "Managing Directory Handlers" chapter.

c. Create interview handlers. See the "Managing Interview Handlers" chapter.

d. Set up call routing. See the "Creating and Modifying Call Routing Rules" section in the "Call Management Overview" chapter.

35. As applicable, set up subscriber phones to access Cisco Unity, and set up Cisco Unity features that subscribers will use, such as Cisco Unity ViewMail for Microsoft Outlook, text-message notifications, Mobile Message Access for BlackBerry, and Message Monitor. See the "Setting Up Subscriber Workstations" chapter.

36. As applicable, forward voice messages for selected Cisco Unity subscribers to an SMTP email address. This is useful for subscribers who want to listen to their voice messages by using mobile devices that have been configured for mobile mail. For more information, see the applicable article on the Microsoft website:

–Exchange 2007: Knowledge Base article 851509, "How to Configure Mail Forwarding in Exchange Server 2007"

–Exchange 2003: Knowledge Base article 281926, "How to configure a mailbox to forward mail to a mail-enabled contact"

Part 5: Configuring Failover and Setting Up Cisco Unity 8.x Networking Options (If Applicable)

37. Configure Cisco Unity failover. See the "Configuring Cisco Unity Failover" chapter of the Failover Configuration and Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/failover/guide/8xcufgx.html.

38. If the system is using Digital Networking: Set up Digital Networking. See the "Digital Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/networking/guide/8xcunetx.html. (Note that the settings for Digital Networking are replicated to the secondary server.)

39. If you are connecting the Cisco Unity server or Digital Network to a Cisco Unity Connection server or site: Set up Cisco Unity Connection Networking. See the "Setting Up Networking Between Cisco Unity and Cisco Unity Connection Servers" chapter of the Networking Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for Connection Networking are replicated to the secondary server.)

40. If the system is using Internet Subscribers: Set up Internet subscribers. See the "Internet Subscribers" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html.

41. If the system is using AMIS Networking: Set up AMIS Networking. See the "AMIS Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for AMIS Networking are replicated to the secondary server.)

42. If the system is using VPIM Networking: Set up VPIM Networking. See the "VPIM Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for VPIM Networking are replicated to the secondary server.)

43. If the system is using Bridge Networking: Install the Cisco Unity Bridge server. See the "Overview of Mandatory Tasks for Installing the Cisco Unity Bridge" chapter of the applicable Installation Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

44. If the system is using Bridge Networking: Set up Cisco Unity and the Bridge for networking. See the "Setting Up Cisco Unity and the Bridge for Networking" chapter of the applicable Networking Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html. (Note that the settings for the Bridge are replicated to the secondary server.)

Part 6: Customizing the Cisco Unity 8.x Conversation

45. When callers access Cisco Unity by phone, they hear a set of prerecorded instructions and options known as the Cisco Unity conversation (also know as the TUI, or telephone user interface). You can customize the conversations that subscribers and unidentified callers hear in several ways.

For example, you may want to change how Cisco Unity handles messages that are interrupted by disconnected calls, specify that Cisco Unity prompts subscribers to record first and then address when they send messages, offer "Easy" Sign-In and system transfers, or specify that Cisco Unity plays additional caller information when subscribers play messages.

You may also want to set up the Cisco Unity Greetings Administrator or the Cisco Unity Broadcast Message Administrator for system administrators to use.

See the "Cisco Unity Conversation Overview" chapter of the System Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html for details on these and other conversation customizations.

Part 7: Backing Up Cisco Unity 8.x

46. Back up Cisco Unity. See the "About Backing Up a Cisco Unity System" chapter of the Maintenance Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/maintenance/guide/8xcumgx.html.

Part 8: Training for Cisco Unity 8.x

47. Train subscribers, operators, and support desk personnel to use Cisco Unity. See the "Subscriber Orientation" chapter of the System Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html.

	Installation Guide for Cisco Unity Release 8.x in a Voice Messaging Configuration (With Microsoft Exchange and With Failover Configured)
	Overview of Mandatory Tasks for Installing Cisco Unity 8.x
Installation Guide for Cisco Unity Release 8.x in a Voice Messaging Configuration (With Microsoft Exchange and With Failover Configured) Index Preface Overview of Mandatory Tasks for Installing Cisco Unity 8.x Preparing for the Cisco Unity 8.x Installation Setting Up the Hardware for the Cisco Unity 8.x System Installing the Operating System on the Cisco Unity 8.x Server Customizing the Cisco Unity 8.x Platform Installing Exchange and Extending the Active Directory Schema for Cisco Unity 8.x Creating Accounts for the Cisco Unity 8.x Installation and Granting Permissions Installing and Configuring Cisco Unity 8.x Software Installing Optional Software on the Cisco Unity 8.x Server Setting Up Authentication for the Cisco Unity Administrator in 8.x Appendix: Exiting and Starting the Cisco Unity 8.x Software and Server Appendix: Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server	Download this chapter Overview of Mandatory Tasks for Installing Cisco Unity 8.x Download the complete book PDF Version of the Entire Guide (PDF - 1 MB) Feedback Table Of Contents Overview of Mandatory Tasks for Installing Cisco Unity 8.x Part 1: Installing the First Server for Cisco Unity 8.x Failover Part 2: Installing the Other Server for Cisco Unity 8.x Failover Part 3: Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server Part 4: Populating the Cisco Unity 8.x System with Subscriber and Call Management Data Part 5: Configuring Failover and Setting Up Cisco Unity 8.x Networking Options (If Applicable) Part 6: Customizing the Cisco Unity 8.x Conversation Part 7: Backing Up Cisco Unity 8.x Part 8: Training for Cisco Unity 8.x Overview of Mandatory Tasks for Installing Cisco Unity 8.x Note If you are upgrading Cisco Unity, refer instead to the Reconfiguration and Upgrade Guide for Cisco Unity for upgrade instructions. Use the following high-level task list to install the Cisco Unity system correctly. The tasks reference detailed instructions in the Installation Guide for Cisco Unity, 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 failover and networking; to backing up Cisco Unity. Note If Cisco Unity will connect with a separate Microsoft Exchange server, Cisco assumes that the Exchange environment is already set up and working before the Cisco Unity system is installed. The list is divided into eight 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. Part 1: Installing the First Server for Cisco Unity 8.x Failover The computer on which you begin the installation depends on where Exchange is or will be installed: •If Exchange is installed on a separate Exchange server, begin the installation on the computer that will be the primary Cisco Unity server. •If you plan to install Exchange on the secondary Cisco Unity server, begin the installation on the computer that will be the secondary Cisco Unity server. The task list alerts you when to install the other Cisco Unity server. Both servers must have the same enabled features and, except when Exchange is installed on the secondary, the same configurations. The tasks in Part 1 reference chapters in the Installation Guide for Cisco Unity, unless otherwise noted. 1. Confirm that you are using the correct version of the Installation Guide for Cisco Unity for your configuration. This version of the guide is for Cisco Unity 8.x and later Voice Messaging with Exchange, configured for failover. For a list of configurations and applicable installation guides, see the document Use the Installation Guide That Matches the Cisco Unity 8.x Configuration at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/correct_ig/8xcuigcrct.html. 2. Verify the following requirements: a. System requirements for the Cisco Unity 8.x system, including requirements for the failover feature. See System Requirements for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/requirements/8xcusysreq.html. b. Requirements for integrating the phone system(s), including requirements for the failover feature. See the "Requirements" section of the applicable Cisco Unity integration guide(s) at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html. c. If the system is using Cisco Unity Bridge Networking: Requirements for the Bridge. See the applicable version of System Requirements, and Supported Hardware and Software for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. d. If the system is using any Cisco Unity networking option (including the Bridge): Requirements for the networking option. See Networking Options Requirements for Cisco Unity at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. 3. Gather the documentation and tools for the installation, download the latest Cisco Unity Server Updates wizard and other software, and determine the drive locations for application, log, and database files that you will need later in the installation. See Chapter 2, "Preparing for the Cisco Unity 8.x Installation." 4. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity. See 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/products_installation_and_configuration_guides_list.html. 5. Set up the server, and attach peripheral devices, if applicable. See Chapter 3, "Setting Up the Hardware for the Cisco Unity 8.x System." 6. Configure the RAID arrays, if applicable, install Windows Server 2003, and create the partitions, if applicable. See Chapter 4, "Installing the Operating System on the Cisco Unity 8.x Server." 7. Obtain Cisco Unity license files, and use the Cisco Unity System Setup Assistant to configure the operating system and install required software components. Then set up the server in the Windows networking environment. See Chapter 5, "Customizing the Cisco Unity 8.x Platform." 8. Install Exchange on the Cisco Unity server, if applicable, and extend the Active Directory schema for Cisco Unity. Optionally, create Active Directory organizational units for users and distribution lists, and a mailbox store. See Chapter 6, "Installing Exchange and Extending the Active Directory Schema for Cisco Unity 8.x." 9. Create the accounts required for the Cisco Unity installation, and grant permissions. See Chapter 7, "Creating Accounts for the Cisco Unity 8.x Installation and Granting Permissions." 10. Use the Cisco Unity System Setup Assistant to install and configure Cisco Unity software. You also secure the Example Administrator account against toll fraud, and move SQL Server database files and transaction logs, if applicable. See Chapter 8, "Installing and Configuring Cisco Unity 8.x Software." 11. Decide whether to use SSL to encrypt data and credentials for Cisco Unity web and client applications. If so, install the Microsoft Certificate Services component, if applicable, then configure Internet Information Services Manager to require the Cisco Personal Communications Assistant, Cisco Unity Administrator, and Status Monitor to use SSL. See the "Using SSL to Secure Client/Server Connections" chapter of the Security Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/security/guide/8xcusecx.html. 12. Install any optional software. See Chapter 9, "Installing Optional Software on the Cisco Unity 8.x Server." Caution Do not install Microsoft Outlook on the Cisco Unity server, or Cisco Unity may not notify subscribers of new messages. 13. Determine the authentication method that you want to use for the Cisco Unity Administrator web application, and configure IIS, as applicable. See Chapter 10, "Setting Up Authentication for the Cisco Unity Administrator in 8.x." Part 2: Installing the Other Server for Cisco Unity 8.x Failover If you installed the primary server in Part 1 and Exchange is installed on a separate Exchange server, you install this server as the secondary Cisco Unity server. If you installed the secondary server in Part 1—including installing Exchange on the server—you install this server as the primary Cisco Unity server. The tasks in Part 2 reference chapters in the Installation Guide for Cisco Unity, unless otherwise noted. 14. With a Cisco Unified CM integration only: On the phone system, add the voice messaging ports that will be used by this server. See the "Programming the Cisco Unified CM Phone System" section of the applicable Cisco Unified CM integration guide at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_guides_list.html. 15. On this server, repeat Task 5. through Task 8. 16. For the same accounts that you created in Task 9., add the Cisco Unity administration account to the local Administrators group, and run the Cisco Unity Permissions wizard to grant permissions. See Chapter 7, "Creating Accounts for the Cisco Unity 8.x Installation and Granting Permissions." 17. Use the Cisco Unity System Setup Assistant to install and configure Cisco Unity software. You also secure the Example Administrator account against toll fraud, and move SQL Server database files and transaction logs, if applicable. See Chapter 8, "Installing and Configuring Cisco Unity 8.x Software." 18. If you chose to use SSL to encrypt data and credentials for Cisco Unity web applications in Step 11.: Configure Internet Information Services Manager to require the Cisco Personal Communications Assistant, Cisco Unity Administrator, and Status Monitor to use SSL. See the "Using SSL to Secure Client/Server Connections" chapter of the Security Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/security/guide/8xcusecx.html. 19. Install any optional software. See Chapter 9, "Installing Optional Software on the Cisco Unity 8.x Server." 20. Configure IIS so that the Cisco Unity Administrator and the Status Monitor use the Anonymous authentication method, if you decided to use that method. See Chapter 10, "Setting Up Authentication for the Cisco Unity Administrator in 8.x." 21. 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 3: Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server 22. Install and configure a voice-recognition server, if applicable. See Appendix B, "Installing and Configuring a Cisco Unity 8.x Voice-Recognition Server." Part 4: Populating the Cisco Unity 8.x System with Subscriber and Call Management Data You do most of the tasks in Part 4 by using the Cisco Unity Administrator. (For information on logging on to the Cisco Unity Administrator and on using it, see the "Accessing and Using the Cisco Unity Administrator" chapter of the System Administration Guide for Cisco Unity.) The tasks reference chapters in the System Administration Guide for Cisco Unity that contain detailed information; the guide is available at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html. Note Do these tasks on the primary Cisco Unity server. Subscriber and call management data will be replicated to the secondary Cisco Unity server after you configure failover later in the installation. 23. 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 "Creating and Modifying Schedules" and "Identifying Days as Holidays" sections in the "Call Management Overview" chapter. 24. Set up phone, GUI, and TTS languages (including TTY, if applicable). See the "Managing Languages" chapter. 25. Set up third-party fax, if applicable. 26. Create a call management plan. See the "Creating and Implementing a Call Management Plan" section in the "Call Management Overview" chapter. 27. Prepare to create regular subscriber accounts. See the "Issues to Consider Before Creating Regular Subscriber Accounts" section in the "Managing 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. Decide whether to set up enhanced phone security. 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. Secure phone passwords, and, as applicable, secure Windows domain account passwords. j. As needed, change the locale ID of the MAPI profile for the Cisco Unity server. 28. Set up the Cisco Unity Hospitality and property management system integration, if applicable. See the "Hospitality and Property Management System Integration" documentation at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html. 29. Test the system configuration: a. Add a single subscriber (see the "Managing Subscriber Accounts" chapter). b. Use the phone to log on to Cisco Unity as the test subscriber, record a name, and set a phone password. Hang up. c. Call Cisco Unity and log on as the test subscriber again to confirm that the password, greeting, and conversation specified for the subscriber are working properly. Confirm that the subscriber inherited the correct class of service by testing any applicable features by phone. 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. If you gave the test subscriber the required class of service rights, test to see if you can browse to the Cisco Unity Inbox. e. Make corrections to the system configuration as necessary. 30. Create subscriber accounts. See the "Managing Subscriber Accounts" chapter. 31. Hide users in the Exchange address book, if applicable. See the "Issues to Consider After Creating Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter. 32. Modify individual subscriber accounts as needed. See the "Modifying Subscriber Accounts" section in the "Managing Subscriber Accounts" chapter. 33. 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 "About Message Handling" section in the "Messaging and Default Accounts Overview" chapter. 34. Implement, then test the call management plan you created in Task 26.: a. Create call handlers. See the "Managing Call Handlers" chapter. b. Specify directory handler settings. See the "Managing Directory Handlers" chapter. c. Create interview handlers. See the "Managing Interview Handlers" chapter. d. Set up call routing. See the "Creating and Modifying Call Routing Rules" section in the "Call Management Overview" chapter. 35. As applicable, set up subscriber phones to access Cisco Unity, and set up Cisco Unity features that subscribers will use, such as Cisco Unity ViewMail for Microsoft Outlook, text-message notifications, Mobile Message Access for BlackBerry, and Message Monitor. See the "Setting Up Subscriber Workstations" chapter. 36. As applicable, forward voice messages for selected Cisco Unity subscribers to an SMTP email address. This is useful for subscribers who want to listen to their voice messages by using mobile devices that have been configured for mobile mail. For more information, see the applicable article on the Microsoft website: –Exchange 2007: Knowledge Base article 851509, "How to Configure Mail Forwarding in Exchange Server 2007" –Exchange 2003: Knowledge Base article 281926, "How to configure a mailbox to forward mail to a mail-enabled contact" Part 5: Configuring Failover and Setting Up Cisco Unity 8.x Networking Options (If Applicable) 37. Configure Cisco Unity failover. See the "Configuring Cisco Unity Failover" chapter of the Failover Configuration and Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/failover/guide/8xcufgx.html. 38. If the system is using Digital Networking: Set up Digital Networking. See the "Digital Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/networking/guide/8xcunetx.html. (Note that the settings for Digital Networking are replicated to the secondary server.) 39. If you are connecting the Cisco Unity server or Digital Network to a Cisco Unity Connection server or site: Set up Cisco Unity Connection Networking. See the "Setting Up Networking Between Cisco Unity and Cisco Unity Connection Servers" chapter of the Networking Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for Connection Networking are replicated to the secondary server.) 40. If the system is using Internet Subscribers: Set up Internet subscribers. See the "Internet Subscribers" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. 41. If the system is using AMIS Networking: Set up AMIS Networking. See the "AMIS Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for AMIS Networking are replicated to the secondary server.) 42. If the system is using VPIM Networking: Set up VPIM Networking. See the "VPIM Networking" chapter of the Networking Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html. (Note that the settings for VPIM Networking are replicated to the secondary server.) 43. If the system is using Bridge Networking: Install the Cisco Unity Bridge server. See the "Overview of Mandatory Tasks for Installing the Cisco Unity Bridge" chapter of the applicable Installation Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html. 44. If the system is using Bridge Networking: Set up Cisco Unity and the Bridge for networking. See the "Setting Up Cisco Unity and the Bridge for Networking" chapter of the applicable Networking Guide for Cisco Unity Bridge at http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html. (Note that the settings for the Bridge are replicated to the secondary server.) Part 6: Customizing the Cisco Unity 8.x Conversation 45. When callers access Cisco Unity by phone, they hear a set of prerecorded instructions and options known as the Cisco Unity conversation (also know as the TUI, or telephone user interface). You can customize the conversations that subscribers and unidentified callers hear in several ways. For example, you may want to change how Cisco Unity handles messages that are interrupted by disconnected calls, specify that Cisco Unity prompts subscribers to record first and then address when they send messages, offer "Easy" Sign-In and system transfers, or specify that Cisco Unity plays additional caller information when subscribers play messages. You may also want to set up the Cisco Unity Greetings Administrator or the Cisco Unity Broadcast Message Administrator for system administrators to use. See the "Cisco Unity Conversation Overview" chapter of the System Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html for details on these and other conversation customizations. Part 7: Backing Up Cisco Unity 8.x 46. Back up Cisco Unity. See the "About Backing Up a Cisco Unity System" chapter of the Maintenance Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/maintenance/guide/8xcumgx.html. Part 8: Training for Cisco Unity 8.x 47. Train subscribers, operators, and support desk personnel to use Cisco Unity. See the "Subscriber Orientation" chapter of the System Administration Guide for Cisco Unity at http://www.cisco.com/en/US/docs/voice_ip_comm/unity/8x/administration/guide/8xcusagx.html.
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