Use this procedure to begin installing the operating system and Cisco Unified Communication Manager application on the first Cisco Unified Communication Manager node:
Before beginning this procedure, ensure that you have backed up the data on your current Windows-based version of Cisco Unified Communication Manager. For more information, see the Cisco Unified Communications Backup and Restore System Administration Guide for your version of BARS.
Procedure
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 with pre installed Cisco Unified Communication Manager, 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.
–First, the installation process checks for the correct drivers, and you may see the following warning:
Drivers not found, do you want to install manually?
To continue the installation, choose Yes.
–The installation next checks to see whether you have a supported hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it to Cisco support.
–The installation process then verifies RAID configuration andBIOS settings. If the installation process makes any changes to your hardware configuration settings, you will get prompted to restart your system.
After the hardware checks complete, 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.
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 you have a file that the Data Migration Assistant created, see the Data Migration Assistant User Guide for more information.
Step 7 To continue, choose OK.
The Platform Installation Wizard window displays.
Step 8 To continue with the installation, choose Proceed.
The Upgrade During Install 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 Yes. Continue with the "Windows Upgrade" section.
Note To perform a basic installation, that is, to install the application without importing Windows data, see Installing Cisco Unified Communication Manager.
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.
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 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.
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 to install. The system downloads, unpacks, and installs the patch and then restarts the system so it is running 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.
Step 24 To configure the platform now, choose Proceed.
Step 25 In the Upgrade During Install window, choose No.
Step 26 In the Windows Upgrade window, choose Yes. Continue with the "Windows Upgrade" section.
Windows Upgrade
When you choose Windows Upgrade, the installation wizard prompts you for the location of the preexisting Windows configuration information that the Data Migration Assistant (DMA) tool created. See the Data Migration Assistant User Guide for more information on the DMA tool.
Step 27 In the Windows Upgrade window, choose Yes.
The Timezone Configuration window displays.
Step 28 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 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. The Administrator Login Configuration window displays.
–If you want to configure static IP addresses 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 Administrator Login Configuration window displays.
Step 34 Enter your administrator login and password from Table 1.
The Certificate Signing Request Information window displays.
Step 35 Enter your certificate signing request information from Table 1 and choose OK.
The First Node Configuration window displays.
Step 36 You must configure this node as the first node in the cluster. To continue, choose Yes.
The Network Time Protocol Client Configuration window displays.
Note Cisco recommends that you use an external NTP server to ensure accurate system time on the first node. The external NTP server must be stratum 9 or higher (meaning stratums 1-9). Subsequent nodes in the cluster will get their time from the first node.
Step 37 Choose whether you want to configure an external NTP server or manually configure the system time.
–To set up an external NTP server, choose Yes and enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. You can configure up to five NTP servers, and Cisco recommends that you use at least three. To continue with the installation, choose Proceed.
Note If the Test button displays, you can choose Test to check whether the NTP servers that you entered are accessible.
The system contacts an NTP server and automatically sets the time on the hardware clock.
–To manually configure the system time, choose No and enter the appropriate date and time to set the hardware clock. Choose OK to continue with the installation.
The Database Access Security Configuration window displays.
Step 38 Enter the Database Access Security password from Table 1.
Note The Database Access Security password must start with an alphanumeric character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. The system uses this password to authorize communications between nodes, and this password must be the same on all nodes in the cluster.
The SMTP Host Configuration window displays.
Step 39 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 DMA Retrieval Mechanism Configuration window displays.
Step 40 Choose the mechanism that will be used to retrieve the DMA file:
–SFTP—Retrieves the DMA file from a remote server by using Secure File Transfer Protocol (SFTP). The SFTP server must support the following commands: cd, ls, get.
–FTP—Retrieves the DMA file from a remote server by using File Transfer Protocol (FTP). The FTP server must support the following commands: cd, bin, dir and get.
–TAPE—Retrieves the DMA file from a locally attached tape drive
Note To support retrieval of the DMA file, an FTP server should support the CD, BIN, DIR, and GET commands., and an SFTP server should support CD, LS, GET commands.
To continue with the installation wizard, choose OK.
Note If you choose SFTP or FTP, the DMA Backup Configuration window displays, and you must enter the location of the DMA file and the login information for the remote server. If you choose TAPE, the system reads the DMA file from the locally attached tape.
Step 41 If you chose SFTP or FTP, enter the DMA Backup Configuration information and choose OK.
If the DMA 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 DMA file is located on a Windows server, check with your system administrator for the correct directory path.
The Platform Configuration Confirmation window displays.
Step 42 To continue with the installation, choose OK or choose Back to modify the platform configuration.
When you choose OK, the Application User Password Configuration window displays.
Step 43 Enter the Application User Password from Table 1 and confirm the password by entering it again.
Step 44 Choose OK.
The End User Password/PIN Configuration window displays.
Step 45 Enter the End User Password and PIN and choose OK.
The end user password must comprise five or more alphanumeric or special characters. The end user PIN must comprise five or more numeric characters.
The system installs the software, restarts the network, and reads the DMA file that you specified.
The DMA Retrieval Mechanism Configuration window displays.
Step 46 To continue, choose OK, or to choose a different DMA file, choose Back.
When you choose OK, the Installation program assigns a Host Name/ IP Address (Servername) to the 5.1(1) server by comparing the value in the DMA file to the value that is configured on the 5.1(1) system. For more information, refer to the "Assigning the Host Name or IP Address to the Server" section.
Step 47 If a mismatch exists between these values, you are prompted to Proceed or Cancel. Select Proceed to proceed with the installation by using the Host Name/ IP Address (Servername) that the installation program assigned, or choose Cancel to cancel the installation.
Step 48 If no mismatch exists, or you select Proceed, the Platform Configuration Confirmation window displays.
Step 49 To continue, choose OK.
Step 50 When the installation process completes, you get prompted to log in by using the Administrator account and password.
What To Do Next
Complete the Checklist for Upgrading Subsequent Nodes in the Cluster. When that is done, complete the post-upgrade tasks listed in the Post-Upgrade Checklist.