Cisco Unified Communications Manager Upgrade Center 4.X to 5.1(x)
Guest
Install TOC
Checklist for Upgrading the First Cisco Unified CM Node
Checklist for Upgrading Subsequent Nodes in the Cluster

Install the New Operating System and Application on Subsequent Nodes

Use this procedure to begin installing the operating system and Cisco Unified Communication Manager application on a subsequent node.


Caution Before beginning this procedure, ensure you have already upgraded the Cisco Unified Communication Manager 4.x publisher server, configured the subsequent node on the Cisco Unified Communication Manager 5.1(1) first node, and have network connectivity to the first node. Failure to meet these conditions can cause the installation to fail.


Step 1 Insert the installation DVD into the tray and restart the server, so it boots from the DVD. After the server completes the boot sequence, the Media Check window displays.


Note If you have a new server that has Cisco Unified Communication Manager pre installed, you do not need to install from a DVD. Go directly to the "If You Choose Skip" procedure.


Step 2 Verify that the checksum that displays on the Media Check matches the checksum for the release on Cisco.com.

When the media check completes, the Media Check Result window displays.

Step 3 If the Media Check Result displays Pass, choose OK to continue the installation.

If the media fails the Media Check, either download another copy from Cisco.com or obtain another disc directly from Cisco Systems.


Note The installation process performs various hardware checks on your server and verifies RAID configuration and BIOS settings. If the installation process makes any changes to your hardware configuration settings, you will get prompted to restart your system.


The Overwrite Hard Drive window displays.

Step 4 The Overwrite Hard Drive window indicates the current software version on your hard drive, if any, and the version on the DVD. Choose Yes to continue with the installation or No to cancel.


Caution If you choose Yes on the Overwrite Hard Drive window, all existing data on your hard drive gets overwritten and destroyed.

The Platform Installation Wizard window displays.

Step 5 To configure the platform now, choose Proceed. If you want to configure the platform later, choose Skip.

If you want to install and configure the software at this time, choose Proceed and skip to the "If You Choose Proceed" section.

If you want to install the software now and configure it later, choose Skip and continue with the "If You Choose Skip" section.

If You Choose Skip

Start here if you have a server that has Cisco Unified Communication Manager pre installed or if you chose Skip on Platform Installation Wizard window.

Step 6 After the system restarts, the Preexisting Installation Configuration window displays. If you have configuration information on a USB drive or on a diskette, insert it now.


Note If the system pops up a window that states that it detected new hardware, press any key and then choose Install from the next window.


Step 7 To continue, choose OK.

The Platform Installation Wizard window displays.

Step 8 To continue with the installation, choose Proceed.

The Install During Upgrade window displays. Continue with the "If You Choose Proceed" section.

If You Choose Proceed

Step 9 Choose the type of installation to perform by doing the following steps. See Table 2 for more information on installation options:

a. In the Upgrade During Install window, choose one of the options:

To upgrade to a later Service Release of the software during installation, choose Yes. Continue with the "Upgrade During Install" section.

To skip this step, choose No.

To return to the previous window, choose Back.

b. In the Windows Upgrade window, choose No.

c. In the Basic Install window, choose Continue to install the software version on the DVD or configure the pre installed software with the basic installation. Continue with the "Basic Installation" section.

Upgrade During Install

If you chose Upgrade During Install, the installation wizard installs the software version on the DVD first and then restarts the system. You then get prompted to enter certain network configuration parameter values and the location of the upgrade file.

Step 10 After the system restarts, the Platform Installation Wizard window displays. To continue the installation, choose Proceed.


Note If the system pops up a window that states that it detected new hardware, press any key and then choose Install from the next window.


The Upgrade During Install window displays.

Step 11 Choose Yes.

The Install Upgrade Retrieval Mechanism Configuration window displays.

Step 12 Choose the upgrade retrieval mechanism that you want to use to retrieve the upgrade file:

SFTP—Retrieves the upgrade file from a remote server by using the Secure File Transfer Protocol (SFTP). Skip to the "Upgrade From a Remote Server" section.

FTP—Retrieves the upgrade file from a remote server by using File Transfer Protocol (FTP). Skip to the "Upgrade From a Remote Server" section.

LOCAL—Retrieves the upgrade file from a local CD or DVD. Continue with the "Upgrade From a Local Disc" section.

Upgrade From a Local Disc

Before you can upgrade from a local drive, you must download the appropriate patch file from Cisco.com and copy the file to a CD or DVD. Because of the size of the patch files, you will need to copy it to a DVD in most cases.

The patch-file name has the following format:

cisco-ipt-k9-patchX.X.X.X-X.tar.gz.sgn

Where X.X.X.X-X represents the release and build number


Note Do not rename the patch file before you install it because the system will not recognize it as a valid file.


Step 13 When the Local Patch Configuration window displays, enter the patch directory and patch name, if required, and choose OK.


Note You only need to enter the patch directory when the patch is not stored in the root directory of the CD or DVD.


The Install Upgrade Patch Selection Validation window displays.

Step 14 The window displays the patch file that is available on the CD or DVD. To update the system with this patch, choose Continue.

Upgrade From a Remote Server

If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure the network settings.

The Auto Negotiation Configuration window displays.

Step 15 The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation.

To enable automatic negotiation, choose Yes. The DHCP Configuration window displays.


Note To use this option, your hub or Ethernet switch must support automatic negotiation.


To disable automatic negotiation, choose No. The NIC Speed and Duplex Configuration window displays.

Step 16 If you chose to disable automatic negotiation, manually choose the appropriate NIC Speed and Duplex settings now and choose OK to continue.

The DHCP Configuration window displays.

Step 17 For network configuration, you can choose to either set up static network IP addresses for the node and gateway or to use Dynamic Host Configuration Protocol (DHCP).

If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The system restarts and checks for network connectivity. Skip to the "Retrieving the Remote Patch" section.

If you want to configure static IP addresses for the node, choose No. The Static Network Configuration window displays.

Step 18 If you chose not to use DHCP, enter your static network configuration values and choose OK. See Table 2 for field descriptions.

The DNS Client Configuration window displays.

Step 19 To enable DNS, choose Yes, enter your DNS client information, and choose OK. See Table 2 for field descriptions.

After the system configures the network and checks for connectivity, the Remote Patch Configuration window displays.

Retrieving the Remote Patch

Step 20 Enter the location and login information for the remote file server. See Table 2 for field descriptions. After restarting the network, the system connects to the remote server and retrieves a list of available upgrade patches.

To support retrieval of the patch file, an FTP server should support the CD, BIN, DIR, and GET commands., and an SFTP server should support CD, LS, GET commands.

If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches. If the upgrade file is located on a Windows server, check with your system administrator for the correct directory path.

The Install Upgrade Patch Selection window displays.

Step 21 Choose the upgrade patch that you want to install. The system downloads, unpacks, and installs the patch and then restarts the system, so it is running on the upgraded software version.

After the system restarts, the Preexisting Configuration Information window displays.

Using Preexisting Configuration Information

Step 22 If you have preexisting configuration information that is stored on a floppy disc or a USB key, insert the disc or the USB key now and choose Continue. The installation wizard will read the configuration information during the installation process.

The Platform Installation Wizard window displays.

Step 23 To continue with the Platform Installation Wizard, choose Proceed.

The Product Installation Configuration window displays.

Step 24 To configure the platform now, choose Proceed.

The Upgrade During Installation window displays.

Step 25 In the Upgrade During Install window, choose No.

Step 26 In the Windows Upgrade window, choose No.

Step 27 In the Basic Install window, choose Continue. Continue with the "Basic Installation" section.

Basic Installation

Step 28 When the Timezone Configuration displays, choose the appropriate time zone for the server and then choose OK.

The Auto Negotiation Configuration window displays.

Step 29 The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation.

To enable automatic negotiation, choose Yes. The DHCP Configuration window displays.


Note To use this option, your hub or Ethernet switch must support automatic negotiation.


To disable automatic negotiation, choose No. The NIC Speed and Duplex Configuration window displays.

Step 30 If you chose to disable automatic negotiation, manually choose the appropriate NIC Speed and Duplex settings now and choose OK to continue.

The DHCP Configuration window displays.

Step 31 For network configuration, you can choose to either set up static network IP address for the node or to use Dynamic Host Configuration Protocol (DHCP).

If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The network restarts, and the Administrator Login Configuration window displays.

If you want to configure static IP address for the node, choose No. The Static Network Configuration window displays.

Step 32 If you chose not to use DHCP, enter your static network configuration values and choose OK. See Table 2 for field descriptions.

The DNS Client Configuration window displays.

Step 33 To enable DNS, choose Yes, enter your DNS client information, and choose OK. See Table 2 for field descriptions.

The network restarts by using the new configuration information, and the Administrator Login Configuration window displays.

Step 34 Enter your Administrator login and password from the Installation Information Worksheet.


Note The Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. You will need the Administrator login to log in to Cisco Unified Communications Operating System Administration, the command line interface, and the Disaster Recovery System.


The Certificate Signing Request Information window displays.

Step 35 Enter your certificate signing request information from the Installation Information Worksheet and choose OK.

The First Node Configuration window displays.

Step 36 To configure this server as a subsequent node in the cluster, choose No.

The First Node Access Configuration window displays.

Step 37 Enter the First Node Access Configuration information from the Installation Information Worksheet.

The SMTP Host Configuration window displays.

Step 38 If you want to configure an SMTP server, choose Yes and enter the SMTP server name.


Note You must configure an SMTP server to use certain platform features; however, you can also configure an SMTP server later by using the platform GUI or the command line interface.


The Platform Configuration Confirmation window displays.

Step 39 To start installing the software, choose OK, or if you want to change the configuration, choose Back.

When the installation process completes, you get prompted to log in by using the administrator account and password.

Step 40 To log in, enter the account name CCMAdministrator and the password that you entered during installation.

Step 41 Complete the post-upgrade tasks that are listed in the Post-Upgrade Checklist.