Installing or Upgrading Cisco TelePresence Manager
First Published: May 29, 2012, OL-22226-02
Contents
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Introduction
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Installation Guidelines
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Installing Cisco TelePresence Manager from DVD
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Installation Procedure for Cisco TelePresence Manager
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Required Information and Equipment
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Recovering Administrator and Security Passwords
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System Log Error Detection
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Software Upgrade
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Upgrading to Cisco TelePresence Manager 1.9
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Cisco TelePresence Manager Window
•
Preferences
Introduction
This chapter explains how to install the Cisco TelePresence Manager software in your network. After completing this installation, you will be able to schedule Cisco TelePresence meetings through existing Microsoft Outlook or Lotus Notes software, receive reminders, and connect to a remote meeting with the touch of a button.
To enable these features, you must provide Cisco TelePresence Manager with the contact and access information it requires to connect to and communicate with your network. The purpose of this chapter is to walk you through each step using the Cisco TelePresence Manager installation DVD.
The installation requires information about your network and the rules for finding and exchanging information. Once this pre-installation data is set up, then you can install Cisco TelePresence Manager from DVD. In addition, you can use the Configure > Software Upgrade window to upgrade the system software.
Installation Guidelines
The purpose of this section is to provide the information you need in order to install the CTS-Manager software.
The tasks required to install and configure CTS-Manager are provided in the following table.
Table 9-1 Installation Overview for CTS-Manager
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|
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Installing or Upgrading Cisco TelePresence Manager |
|
Current Chapter. |
Initializing CTS-Manager |
After installing the CTS-Manager software, the next process is to initialize Cisco TelePresence Manager to enable access to information sources such as Microsoft Exchange Server for meeting requests from Microsoft Outlook, Active Directory for accessing user and conference room (endpoint) information, and Cisco Unified Communications Manager for conference room (endpoint) availability and telephone support |
Chapter 10 "Initializing Cisco TelePresence Manager" |
Additional Installation Procedures for CTS-Manager |
The administrator makes use of the Configure section to perform system configuration tasks such as synchronizing system databases, managing security, and reconfiguring system settings |
Chapter 11 "Additional Installation Configurations for Cisco TelePresence Manager" |
Configuring Cisco TelePresence WebEx OneTouch for CTS-Manager |
Describes how to set up Cisco TelePresence WebEx OneTouch in CTS-Manager, which allows WebEx participants to join TelePresence meetings. |
Chapter 13 "Configuring Cisco WebEx OneTouch for Cisco TelePresence Manager" |
Next Step after Pre-Configuration |
|
|
Monitoring CTS-Manager |
Monitoring and updating meeting schedules and monitoring the status of rooms (endpoints) and system services |
Chapter 14 "Monitoring and Supporting Cisco TelePresence Manager" |
Installing Cisco TelePresence Manager from DVD
The following section provides installation procedures for CTS-Manager.
Required Information and Equipment
To install Cisco TelePresence Manager, the following equipment and information are needed:
•
The Model 7845 Cisco Media Convergence Server or UCS C-210 M2 server included with Cisco TelePresence Manager, installed and connected to a Domain Name System (DNS) server and your network.
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DNS configuration for both forward and reverse name resolution is required for all servers configured in CTS-Manager, so that all server names can be resolved bidirectionally by DNS.
This includes the server name for CTS-Manager itself.
•
The information listed in Table 9-2 "Installation Window and Field Definitions" that includes your system-specific values and parameters.
•
A management console to access the Model 7845 Cisco Media Convergence Server.
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The DVD included in your Cisco TelePresence Manager documentation and installation packet. Use the Installation Wizard included on this disk.
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Endpoint license. If you do not have this license, you will not be able to add TelePresence endpoints to CTS-Manager. After installation and initialization, the SysAdmin must go to the Configure > Licenses window and click the License Files tab to upload the license.
Installation Procedure for Cisco TelePresence Manager
Step 1
Insert the CTS-Manager installation DVD into the DVD drive of the server and boot up the server.
There may be a short delay while the installer validates the integrity of the files on the DVD and configures the server for the operating system and the CTS-Manager software.
Note
Cisco recommends using the default selections (which are highlighted by a grey box). For example, on the DVD Found screen that appears after inserting the DVD, "Yes" is the default selection.
Caution
Remove the DVD after the installation/upgrade is complete. Leaving the DVD in the drive can prevent CTS-Manager from restarting properly after rebooting the server.
Step 2
When the DVD Found screen appears, select Yes to perform a media check of the DVD, or No to abort the installation.
Step 3
Once the media check passes, click OK to proceed.
The Product Deployment Selection screen appears, indicating Cisco TelePresence Manager suite will be installed.
Step 4
Click OK to proceed.
The installer checks for a prior installation of CTS-Manager software.
Step 5
If you choose Yes to continue the installation, the Platform Installation Wizard opens in the next window. Read and become familiar with the wizard conventions.
Step 6
Select Proceed.
Step 7
Fill in each window with the information defined in Table 9-2, "Installation Window and Field Definitions".
Step 8
When you are satisfied that the information is correct, click OK in the Platform Configuration Confirmation window to begin the installation process. Be patient while the process takes place.
When the installation is complete, the server reboots. The installer then checks for network connectivity and access to a DNS server. If it cannot find these connections, an error message is displayed. If the installation process completes successfully, the message "The Installation of the Cisco TelePresence Manager Has Completed Successfully" is displayed.
Caution
Remove the DVD from the DVD drive after the installation/upgrade is complete. Leaving the DVD in the drive can prevent Cisco TelePresence Manager from restarting properly after rebooting the server.
Step 9
Proceed to Chapter 10 "Initializing Cisco TelePresence Manager," to initialize Cisco TelePresence Manager.
Installation Page Values Defined
Table 9-2 explains in detail the window and field definitions of the Cisco TelePresence Manager installation process in detail.
Table 9-2 Installation Window and Field Definitions
Installation Windows and Fields
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Proceed: |
The installation wizard requests necessary configuration information before installing CTS-Manager files. |
Skip: |
Skip this wizard and install CTS-Manager files without configuration information. After the files are installed and the system reboots, the installation program will request configuration information. |
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Cancel: |
Cancel this installation. |
Apply Patch |
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Yes: |
Applies upgrade patch from the DVD as part of the installation. |
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No: |
Proceeds with install without installing upgrade patch. |
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Back: |
Goes back to previous screen. |
Basic Install |
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Continue |
Proceeds with installation without importing any data. |
Time zone Configuration |
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OK |
Proceeds with installation using the selected time zone. |
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Back |
Goes back to the previous screen. |
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Help |
Provides additional information about selecting time zones. |
Autonegotiation Window Configuration
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NIC Speed |
The speed of the server network interface card (NIC), in megabits per second. • The possible speeds are 10, 100, and 1000 mbps. Default is 100 mbps. Note Cisco recommends a NIC speed of at least 100 mbps for best performance. |
Duplex Configuration |
The duplex setting of the server NIC. • The possible settings are Half and Full. Default is Full. Note Cisco recommends full duplex for best performance. |
MTU Configuration |
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This screen gives you the option to change the Maximum Transmission Unit (MTU). This is the size of the largest packet that a network protocol can send. It is recommended to use the default of `No.' |
DHCP Configuration |
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This screen gives you the option to choose DHCP to run on CTS-Manager. It is recommended to select the default of `No.' |
Status Network Configuration
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Host Name |
A hostname is an alias that is assigned to an IP address to help identify it. • Enter a hostname that is unique to your network. • The hostname can consist of up to 64 characters and can contain alphanumeric characters and hyphens. |
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IP Address |
The IP address uniquely identifies a server on your network. • Enter the IP address in the form ddd.ddd.ddd.ddd, where ddd can have a value from 0 to 255 (except 0.0.0.0). |
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IP Mask |
The IP subnet mask of this machine. The subnet mask together with the IP address defines the network address and the host address. • Enter the IP mask in the form ddd.ddd.ddd.ddd, where ddd can have a value from 0 to 255 (except 0.0.0.0). Valid example: 255.255.240.0. Invalid example: 255.255.240.240. |
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GW Address |
GW Address are for static configurations. A network point that acts as an entrance to another network. Outbound packets are sent to the gateway that will forward them to their final destination. • Enter the IP address of the gateway in the format ddd.ddd.ddd.ddd, where ddd can have a value from 0 to 255 (except 0.0.0.0). Note If you do not have a gateway, you must still fill in this field by setting it to 255.255.255.255. Not having a gateway may limit you to communicating only with devices on your subnet. |
DNS Client Configuration |
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This screen gives you the option to enable DNS for CTS-Manager. It is recommended to select the default of `Yes.' |
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You will be prompted to enter DNS server information. A DNS server is a device that resolves a hostname into an IP address or an IP address into a hostname. Note If you have a DNS server, Cisco requires choosing Yes to enable DNS. Disabling DNS limits the system's ability to resolve some domain names. |
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Primary DNS |
CTS-Manager contacts this DNS server first when attempting to resolve hostnames. This field is mandatory. When a primary DNS server fails, CTS-Manager will attempt to connect to the secondary DNS server. • Enter the IP address in dotted decimal format as ddd.ddd.ddd.ddd, where ddd can have a value from 0 to 255 (except 0.0.0.0). |
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Secondary DNS (optional) |
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Domain |
A sequence of case-insensitive ASCII labels separated by dots (for example, "cisco.com")—defined for subtrees in the Internet Domain Name System and used in other Internet identifiers, such as hostnames, mailbox names, and URLs. |
Administrative Login Configuration
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Admin ID |
The username for the CTS-Manager Administrator. This is the administrator login that includes SysAdmin permissions. • Ensure that the name is unique. It is recommended to start with a lowercase alphanumeric character and can contain alphanumeric characters (uppercase and lowercase), hyphens, and underscores.
Caution
The admin ID cannot be changed after installation without reinstalling CTS-Manager. Record it for safekeeping.
|
Password / Confirm |
A password that allows the administrator to log into CTS-Manager. • The password must be at least six characters long and maximum of 31 characters. It is recommended to start with a lowercase alphanumeric character, using English characters only. International characters are not supported in this version. This field can be changed at Cisco TelePresence Manager web interface. Record it for safekeeping.
Note The password cannot be changed until at least 24 hours after it was created, unless you reinstall CTS-Manager.
Recovering Administrator and Security Passwords If you lose the administrator password or security password, two different procedures can be followed to reset these passwords. These procedures are in the section following this table. |
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A certificate signing request (CSR) is a message sent from an applicant to a certificate authority in order to apply for a digital identity certificate. • These values create a CSR for the server where the certificate will be installed. |
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Organization |
Your company or organization name. |
Unit |
Your business unit, group, or organizational unit name. |
Location |
The physical location of the organization, most often a city. |
State |
The region, state, province, or other region where the organization resides. |
Country |
Your company or organization country of record. |
Network Time Protocol Client Configuration
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NTP is used to synchronize the clocks on Cisco IP telephony servers with an external network time server that uses NTP. |
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NTP Server 1 |
Enter the IP address of one or more NTP server. • NTP Servers 1 and 2 values are mandatory; NTP Servers 3-5 are optional. Note Cisco strongly recommends that you enter the NTP server by which Cisco Unified CM synchronizes its clock as the primary NTP server. If these servers are out of synchronization, CTS-Manager will not operate properly. |
NTP Servers 2-5 |
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Cisco TelePresence Manager uses the security password to communicate with its database. |
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Security Password / Confirm |
• The password must be at least six characters long and a maximum of 31 characters. It is recommended to start with a lowercase alphanumeric character., using English characters only. |
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Selecting Yes enables Simple Mail Transfer Protocol so CTS-Manager can send emails to meeting organizers or the SysAdmin. |
Application User Configuration
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Create an Application User name and password for logging in to the CTS-Manager administrative web pages. |
Recovering Administrator and Security Passwords
If you lose the administrator password or security password, two different procedures can be followed to reset these passwords.
Note
During this procedure, you must remove and then insert a valid DVD in the disk drive to prove that you have physical access to the system.
Note
The password cannot be changed until at least 24 hours after it was created, unless you reinstall CTS-Manager.
Recovery Procedure 1:
Step 1
Log in to the system with the following username and password:
Username: pwrecovery
Password: pwreset
Step 2
The Welcome to platform password reset window displays.
Step 3
Press any key to continue.
Step 4
If you have a DVD in the disk drive, remove it now.
Step 5
Press any key to continue. The system tests to ensure that you have removed the DVD from the disk drive.
Step 6
Insert a valid DVD into the disk drive. The system tests to ensure that you have inserted the disk.
Step 7
After the system verifies that you have inserted the disk, you see a prompt to enter one of the following options:
a. Enter a to reset the administrator password.
b. Enter s to reset the security password.
c. Enter q to quit.
Step 8
Enter a new password of the type that you chose.
Step 9
Reenter the new password.
Step 10
After the system verifies the strength of the new password, the password gets reset, and you're prompted to press any key to exit the password reset utility.
Recovery Procedure 2:
If your password is lost, reinstall Cisco TelePresence Manager to regain access.
System Log Error Detection
When a problem is detected, you must collect system errors and logs files so they can be analyzed for prompt resolution
System Messages
Go to Troubleshoot > System Messages to see a list of system messages. You can filter the list by starting and ending dates and message type All, Emergency, Alert, Critical, Error, Warning, Notice, Info and Debug as follows:
•
Use the Calendar icon to choose dates, or enter the dates in the Start On and End On fields using the MM/DD/YYYY date format.
•
Click Filter to generate the list.
Figure 9-1 System Messages Window
Table 9-3 lists the messages provided by the system.
Table 9-3 System Messages
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Time(+) |
Date and time the message was logged. You can sort the messages in ascending or descending order by the time stamp. |
Severity |
Message type. |
Summary |
Explanation of problem detected. Message identification number. You can sort the reports in ascending or descending order by ID. |
Recommendation |
Recommended course of action |
To view the details of a system message, click its corresponding radio button and then click the Details button.
Figure 9-2 System Messages > Details Window
System Error - AXL Error or Invalid Credential
If the System Messages > Details message in the Syslog appears or the Invalid Credentials message appears when testing connections, the user should make sure that all the required services are running. Also, the user may need to refer to Chapter 6 "Configuring Cisco Unified Communications Manager for Cisco TelePresence Manager" to review what services need to be running on the Cisco UCM for CTS-Manager.
If it is necessary to drill down further into error data, go to the Log files. For further information about Log details, go to Chapter 17 "Troubleshooting Cisco TelePresence Manager"
Software Upgrade
If you are the system administrator and know the SysAdmin password, you can access the Software Upgrade window to monitor and maintain system software by going to Configure > Software Upgrade. This window displays the version number of the system software. There are also two buttons to assist you in version maintenance between primary (active) and backup (inactive) and upgrading the system software, as follows:
Figure 9-3 Configure > Software Upgrade Window
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Switch Versions—The hard drive on the server on which this CTS-Manager is installed is partitioned into two areas. Each area can contain a system image. The Switch Version button allows you to switch between the Active and Inactive versions of the system software.
•
Upgrade Software—This button loads a patch file for upgrading system software. The Cisco-supplied patch file can be stored on a CD-ROM or a Secure FTP (SFTP) host network. A wizard displays dialog boxes to prompt you through the process.
In addition to SFTP, FTP is also supported on a best-effort basis due to variations of behavior between different FTP servers. Only username/password-based login is supported. Anonymous login is not supported.
Note
After successfully upgrading from CTS-Manager 1.7 or 1.8 to 1.9, the status message in the Most Recent Upgrade Attempt section, will display "Software versions switched" instead of "Upgrade completed sucessfully".
Note
Secure FTP (SFTP) is the recommended mode for downloading the upgrade software over the network.
Caution
For the upgrade to be successful, the NTP server(s) specified in the Configure > System Settings > NTP tab must be an IP address.
Upgrading to Cisco TelePresence Manager 1.9
Important notes about upgrading to CTS-Manager 1.9:
•
Switching calendar application type, e.g. changing from Exchange to Domino, during upgrade is not supported. A fresh install is required to install Cisco TelePresence Manager to switch to Domino deployment.
•
Software upgrade is only supported from CTS-Manager 1.7.x, and 1.8x.
•
Data is automatically migrated during software upgrade, with the following exceptions:
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custom email templates
–
log files
•
Perform a backup before performing a CTS-Manager upgrade and another backup after upgrade is completed and verified.
•
If for any reason you must revert to a previous release after the upgrade is completed, you can switch to the old partition from CTS-Manager.
•
Make sure you have an endpoint license before you upgrade to CTS-Manager 1.9. If you do not have this license, you will not be able to add TelePresence rooms (endpoints) to CTS-Manager. After upgrade, the SysAdmin must go to the Configure > Licenses window and click the License Files tab to upload the license.
•
After successfully upgrading from CTS-Manager 1.7 or 1.8 to 1.9, the upgrade status displays "Software versions switched" instead of "Upgrade completed successfully."
Note
In rare instances, upgrades could take up to 5 hours or more. Please allow ample time and do not assume that the system has frozen during upgrades. Do not reboot.
Switch Versions
The hard drive on the CTS-Manager server is divided into two partitions. CTS-Manager is always using the software on the Active partition, while the other partition always contains the previous software version. The software image versions are identified in the Configure > Software Upgrade window.
You may find it necessary to switch the version of the CTS-Manager software.
•
To switch between the software versions stored on the two partitions, click the Switch Version button.
The system will swap the software versions and reboot. Screens will describe activity.
Upgrade Software
This task upgrades the CTS-Manager software by loading and applying a patch file from either a CD-ROM or an SFTP/FTP network host. Before starting this task, determine the source of the patch file.
To upgrade the CTS-Manager software:
Step 1
Click the Upgrade Software button.
The Source Selection dialog box appears.
Note
Once you have launched the Upgrade Wizard the upgrade process cannot be started by any other user logged into the same Cisco TelePresence Manager server.
Step 2
Click the CD-ROM or Network radio button to choose the location of the patch file.
If you chose CD-ROM, click Next to go to the File Selection window.
If you chose Network, provide the following information, and then click Next to go to the File Selection window.
•
Host—The hostname of the network server.
•
Port—The port. By default, port 22 is used to access the server; supply the correct port number, if required.
Note
If you choose to perform the software upgrade using FTP, you do not need to supply a port number.
•
Username and Password—The user account and password are required to log into the server.
•
Storage Path—The file path to the patch file, e.g. /localview/ctm_patch
Caution
Performing FTP for Upgrade, Backup and Restore is provided on a best-effort basis, due to potential variations in the responses sent by the FTP server. Only username/password-based login is supported. Anonymous login is not supported.
Secure FTP (SFTP) is the recommended mode of transferring files over the network.
Figure 9-4 Software Upgrade - Source Selection Window
Figure 9-5 Software Upgrade - File Selection window
Step 3
In the File Selection page, choose the file to load by clicking its radio button. Then click Next.
Figure 9-6 Software Upgrade - Patch File Preparation Window
The Patch File Preparation window appears. Watch this window to monitor the progress of the file download. Buttons will be inactive until the patch file is loaded.Once the file is loaded, the window displays a Confirmation message.
Figure 9-7 Software Upgrade - Confirmation Window
The software upgrade wizard displays the software versions that are installed and provides active Yes and No radio buttons so you can choose to switch the newly loaded software to the active partition.
Step 4
Click Yes or No to make your choice and then click Next to finish the software upgrade task.
A confirmation dialog box appears.
Note
If you select Yes, the current active version will become the inactive version after upgrade is complete.
Step 5
Click Finish to proceed with the upgrade.
Caution
Once you click
OK to confirm, you cannot cancel the upgrade.
The software upgrade wizard closes revealing the Software Upgrade window in CTS-Manager. A progress indicator is displayed on the screen to show the upgrade is in progress. The Status field displays the current step being completed. When the final step is completed, CTS-Manager restarts.
Figure 9-8 Software Upgrade - CTS-Manager Restarting
While CTS-Manager is restarting, the Continue button is greyed out.
Figure 9-9 Software Upgrade - CTS-Manager Upgrade Completed Window
When CTS-Manager is restarted, the Continue will no longer be greyed out.
Step 6
Click Continue to go to the CTS-Manager login screen and log in to CTS-Manager.
If you are upgrading from release 1.6 of CTS-Manager, the SysAdmin must upload licenses to enable the license-based features. The Endpoint (Room) license is required in order to schedule TelePresence meetings.
Go to Licensing for CTS-Manager for more information.
Figure 9-10 Software Upgrade - CTS-Manager Login Window
Cisco TelePresence Manager Window
The Cisco TelePresence Manager window is divided into several panes with different functionality.
Header Pane
Figure 9-11 Cisco TelePresence Manager Header Pane
A header at the top of all CTS-Manager windows shows either "admin" or the login name of the Live Desk currently logged in and provides four links:
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Preferences—Display the Browser's location information.
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Log Out—Log out of the system.
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About—Display licensing information.
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Help—Display online help for CTS-Manager.
System Status Pane
Figure 9-12 System Status Pane
System Status is always in view in the lower left corner of the CTS-Manager window. Both the Live Desk and the administrator must closely monitor this area for notification of system errors and changes in the status of today's meetings.
The icons and numbers are links. They will take you to a window in the CTS-Manager that helps you identify problems for the With Error state or see more information about meetings in the In Progress and Scheduled states.
The following meeting states are displayed for Today's Meetings:
•
With Error
•
In Progress
•
Scheduled
The Other Errors area displays a cumulative number of errors listed in the Dashboard.
Navigation Pane
The navigation pane contains the list of commands you can run within Cisco TelePresence Manager. The commands are divided into three drop-down lists:
•
Monitor— This drop-down list contains commands available to a Live Desk, Administrator, or SysAdmin.
•
Support — This drop-down list contains commands available to a Live Desk, Administrator, or SysAdmin.
•
Configure — This drop-down list contains commands available to an Administrator or SysAdmin. If you log in as a SysAdmin the System Settings and Software Upgrade commands are included in the list.
•
Troubleshoot— This drop-down list contains commands available to an Administrator or SysAdmin.
Figure 9-13 Navigation Pane
Work Pane
Figure 9-14 Work Pane
The frame to the right of the Navigation pane is the work area. The gray bar above the content area shows the navigational path so you can see where you are at any time.
The following sections describe objects, functions, and information displayed in the Work pane associated with a specific command.
Tabs
Some windows have tabs that you click to display additional functionality related to a command.
Filtering Information
Some windows provide fields where you can enter criteria to filter the information contained is a report. Click the Filter button to display the reports using the criteria you specify. The settings are temporary; when you exit the page, the criteria are removed.
Obtaining Additional Information and Help
To access additional information or relevant windows, click a highlighted link.
Navigating Long Lists
When there is a long list of data in a window, you can navigate through it using Next, Last, First, and Previous buttons at the bottom of the window. The Rows Per Page drop-down list also found at the bottom of the window can be used to change the number of rows displayed. Choose 10, 20, 50, or 100 rows per page. The setting is temporary, and when you exit the page the default setting is restored.
Copying and Pasting Information
You can place information displayed by the CTS-Manager in a file using standard copy-and-paste functions.
Entering Information in Fields
For information provided in fields, use the mouse to highlight and delete existing information. Enter new information.
New or modified information is applied using the Apply button.
To back out of changes and return to original settings, use the Reset button.
Entering Telephone Numbers
Telephone numbers must be entered into CTS-Manager fields exactly as they will be dialed by the IP phone. For example, if you need to dial 9 to get an outside telephone line and you are calling a different area code or international dialing code, you must provide all the required numbers to the CTS-Manager in the exact sequence in which they should be dialed. The following is an example: 915105550100.
Entering Meeting Room (Endpoint) Names
The names of meeting rooms (endpoints) must be entered into CTS-Manager fields exactly as they are stored in your Microsoft Exchange, or IBM Domino database. If an endpoint is listed as M-Room 1/3 at Main in the Microsoft Outlook or Lotus Notes list of resources, that name must be entered exactly the same way in the CTS-Manager. Otherwise, the system will not be able to match records and an error occurs.
Viewing All Information
Sometimes only a portion of text is visible and is completed by ellipses. You can see the full text in a tooltip by slowly passing the mouse pointer over the partial text. You can do this in any field in the user interface where text is cut off.
Preferences
Clicking Preferences in the header pane displays the Preferences window.
Figure 9-15 Preferences Link in the Header Pane
The first time you log in, you need to specify the time zone you are in. This localizes Cisco TelePresence Manager's meeting times to your location. You can use the Preferences window to change the time zone later.
Note
The time zone setting in the Preferences window is for the user only and does not affect the time zone setting of the CTS-Manager server, which is configured during installation.
Figure 9-16 Preferences window