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Installing and Configuring Cisco HCS for Contact Center 10.0(1) SU1

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Book Title

Installing and Configuring Cisco HCS for Contact Center 10.0(1) SU1

Chapter Title

Create Golden Template

Results

Updated:
May 20, 2015

Chapter: Create Golden Template

Create Golden Template

A golden template is an image of a virtual machine that the service provider can use as a master copy to create and provision new virtual machines.

This chapter contains the procedures you must perform to create the following golden templates for Cisco Hosted Collaboration Solution for Contact Center.

Create Golden Template for 500 Agent Deployment

Follow this sequence of tasks to create the golden template for 500 agent deployment for Cisco HCS for Contact Center.

After each task, return to this page to mark the task "done" and continue the sequence.

Sequence Done? Task Notes

1

 

Create Golden Template for Unified CCE Call Server

HCS Core Component

2

 

Create Golden Template for Unified CCE Data Server

HCS Core Component

3

 

Create Golden Template for Unified CVP Server

HCS Core Component

4

 

Create Golden Template for Unified CVP OAMP Server

HCS Core Component

5

 

Create Golden Template for Unified CVP Reporting Server

HCS Core Component

6

 

Create Golden Template for Cisco Finesse

HCS Core Component

7

 

Create Golden Template for Cisco Unified Intelligence Center

HCS Core Component

8

 

Create Golden Template for Cisco Unified Communications Manager

HCS Core Component

Create Golden Template for Unified CCE Call Server

Follow this sequence of tasks to create the golden template for Unified CCE Call Server.

After each task, return to this page to mark the task "done" and continue the sequence.

Sequence

Done?

Tasks

Notes

1

 

Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova.

See Open Virtualization Format Files.

2

 

Create the virtual machine for the Unified CCE Call Server.

Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

3

 

Install Microsoft Windows Server 2008 R2 Service Pack 1.

Follow the procedure Install Microsoft Windows Server.

4

 

Install antivirus software.

Follow the procedure Install Antivirus Software.

5

 

Install the Unified Contact Center Enterprise.

Follow the procedure Install Unified Contact Center Enterprise.

6

 

Convert the virtual machine to a template.

Follow the procedure Convert the Virtual Machine to a Golden Template.

After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE Call Server on the destination system. See Configure Cisco Unified CCE Call Server.

Create Virtual Machines from Cisco HCS for Contact Center OVA

Complete the following procedure to create virtual machines from Cisco HCS for Contact Center OVA.

Procedure
    Step 1   Select the Host in the vSphere client.
    Step 2   Choose File > Deploy OVF Template.
    Step 3   Browse to the location on your local drive where you stored the OVA. Click Open to select the file. Click Next.
    Step 4   Click Next at the OVF Template Details page.
    Step 5   In the Name and Location page, enter the Virtual Machine name in the Name field. Click Next.
    Note   

    It cannot contain spaces or special characters. Enter a maximum of 32 characters.

    Step 6   In the Deployment Configuration page, use the drop-down to select the appropriate configuration. Then click Next.

    For more information, see Open Virtualization Format Files.

    Step 7   In the Resource Pool page, select the required resource pool. Skip this step if you do not have a resource pool allocated in the host server, and click Next.
    Step 8   In the Storage page, choose a datastore on which to deploy the new virtual machine. See Storage, VM Specifications, and IOPS Considerations. Click Next .
    Step 9   In the Disk Format page, Choose Thin provision format. Click Next.
    Note    For Unified CCDM and Unified WIM and EIM, keep the virtual disk format: Thick provisioned Lazy Zeroed.
    Step 10   In the Network Mapping page, select the appropriate network from the Destination Network drop-down list, and click Next.
    Note    For Unified Contact Center Enterprise machines, confirm that the Network Mapping page is correct:

    • Public to Visible Network

    • Private to Private Network

    Step 11   Click Finish.

    Install Microsoft Windows Server

    Complete the following procedure to install Microsoft Windows Server 2008 R2 Standard Edition on all virtual machines for server-based applications.

    Procedure
      Step 1   Mount the Microsoft Windows Server ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files.
      Step 2   Power on the VM.
      Step 3   Enter the Language, Time and Currency Format, and Keyboard settings. Click Next.
      Step 4   Click Install Now.
      Step 5   Select Standard Full install. Then click Next.
      Step 6   Accept the License agreement. Click Next.
      Step 7   Select Custom (Advanced). The installation begins.
      Step 8   After installation, click OK at the prompt to enter and confirm the user password.
      Step 9   Install VMware Tools.
      Note    The VMNet3 driver cannot be installed without VMware Tools.
      Step 10   At the Customize This Server section of the initial configuration tasks, select Enable Remote Desktop.
      1. Choose Start > Control Panel > System and Security.
      2. Click the Allow remote access.
      3. Select the middle option: Allow connections from computers running any version of Remote Desktop.
      Step 11   Open the Network and Sharing Center and select Local Area Connections.
      Step 12   In the Network Settings dialog box, configure the network settings and the Domain Name System (DNS) data:
      1. Select Properties. Uncheck Internet Protocol Version 6 (TCP/IP6).
      2. Select Internet Protocol Version 4 and click Properties.
      3. Select the option Use the following IP Address.
      4. Enter the IP address, Subnet mask, and Default gateway and click OK.
        Note    All the network configurations are overwritten with new settings, once you deploy VM out of this template.
      Step 13   Run Service Pack 1 for Windows Server 2008 R2 with default options.
      Step 14   Run MS Windows Update.

      After the update is complete, click Do not enable automatic updates.

      What to Do Next

      If Microsoft Windows Server installs Internet Explorer 8, you must upgrade to Internet Explorer 9.

      Install VMware Tools

      VMware Tools is a suite of utilities that enhance the performance of the virtual machine guest operating system and improve management of the virtual machine.

      Procedure
        Step 1   Right-click the VM menu. Select Guest > Install / Upgrade VMware tools.
        Step 2   Wait for the popup window (this may take time) and accept the default Automatic Tools Upgrade.
        Step 3   Click OK.
        Step 4   Restart if you are prompted to do so.
        Note   

        VMWare Tools should be installed in all VMs

        Install Antivirus Software

        Perform this procedure for both golden-template and for direct-install options.

        This procedure is required for the applications that use the Windows 2008 Operating System.

        Install one of the following anti-virus software products for Unified CCE Call Server, the Unified CCE Data Server, the Unified CVP server, the Unified CVP OAMP server, and the Unified Reporting server.

        • McAfee® VirusScan® Enterprise 8.7i / 8.8i
        • Symantec® Endpoint Protection 11.0 / 12.1
        • Trend Micro Server Protect Version 5.7 / 5.8
        Install one of the following anti-virus software products for Unified WIM and EIM.

        • McAfee® VirusScan® Enterprise version 8.7

        • Symantec® AntiVirus® Corporate Edition 10.1

        Important:

        Update anti-virus software manually. Do not enable automatic updates.


        Tip
        To allow required access to installation program files or folders, perform file-blocking exclusions in the anti-virus product file-and-folder protection rules. To do this in McAfee VirusScan:

        • Launch the VirusScan console.

        • Right-click Access Protection and select Properties.

        • In the Anti-virus Standard Protection category, make sure that the rule Prevent IRC communication is unchecked in the Block column.

        Important:

        HCS for Contact Center supports Symantec Endpoint Protection 12.1.

        Be aware that in the firewall component of Symantec Endpoint Protection 12.1, the Network Threat Protection feature, must be disabled. If the feature remains enabled, which is the default, both sides of a duplexed router come up in simplex mode, thus blocking communication between each side of a router. This blocking impacts all deployment types.

        If you retain the default (enabled) and start services on side A and B of the router, a Symantec message pops up in the system tray indicating: The client will block traffic from IP address [side A router address] for the next 600 seconds(s). The same message is also written to the security log in client management. The Symantec Network Threat Protection traffic log indicates that a default firewall rule called “Block_all” was dynamically enabled. The result, according to the router logs, is that both sides of the router come up in simplex mode.

        To resolve the issue, you must disable the Symantec firewall and restart both sides of the router. To do this, double click the Symantec icon in the system tray and select Change Settings. Then configure settings for Network Threat Protection and uncheck the Enable Firewall check box at the top of the Firewall tab.

        Disabling Port Blocking

        On the computers that run Unified CVP Server components, such as Call Server and Reporting server with an anti-virus software configured to block ports, exclude Unified CVP processes and tomcat6.exe. In addition, exclude Voice Browser.exe for the call server process.


        Note
        If you use an anti-virus software other than McAfee Virus Scan, perform the equivalent exclusions in port blocking rules of that anti-virus software.
        Procedure
          Step 1   Choose Start > All Programs > McAfee > VirusScan Console.
          Step 2   Double-Click on Access Protection and choose Anti-virus Standard Protection.
          Step 3   Choose Prevent IRC communication from the list and click Edit.
          Step 4   Add tomcat6.exe, tomcat5.exe, VoiceBrowser.exe in the Processes to Exclude text-box and click Ok.
          Step 5   Click Ok.

          Install Unified Contact Center Enterprise

          Complete the following procedure to install the Unified Contact Center Enterprise.

          Procedure
            Step 1   Add the template virtual machine into the destination domain.
            Step 2   Mount the correct version of the Unified Contact Center Enterprise ISO image to the virtual machine’s CD/DVD drive. For more information, see Mount and Unmount ISO Files.
            Step 3   Run setup.exe from the ICM-CCE-CCH Installer directory on the CD/DVD drive and follow the InstallShield procedures to install Unified Contact Center Enterprise.
            Step 4   In the Select the installation method screen, click Fresh Install. Click Next.
            Step 5   In the Maintenance Release (MR) screen, leave the Maintenance Release Location field blank. Click Next.
            Step 6   In the Installation Location screen, choose C drive from the drop-down list. Click Next.
            Step 7   In the Ready to Copy Files screen, click Install.
            Step 8   In the Installation Complete screen, click Yes, I want to restart my computer now. Click Finish.
            Step 9   Apply the Unified Contact Center Enterprise maintenance release, if applicable.
            Step 10   Unmount the Unified Contact Center Enterprise ISO image.
            Step 11   Move the template virtual machine back to the workgroup.

            Convert the Virtual Machine to a Golden Template

            Perform this procedure for the golden-template install option.

            Note

            VMware uses the term Template. HCS for Contact Center uses the term Golden Template for templates consisting of application and operating systems that are used for HCS for Contact Center.

            Before You Begin

            Ensure that the template virtual machine is in the WORKGROUP.

            Procedure
              Step 1   If the VM is not already powered off, from the VM menu, select Power > Shut down the guest.
              Step 2   From the VMware vCenter Inventory menu, right-click the virtual machine and choose Template > Convert to Template.

              Create Golden Template for Unified CCE Data Server

              Follow this sequence of tasks to create the golden template for Unified CCE Data Server.

              After each task, return to this page to mark the task "done" and continue the sequence.

              Sequence

              		Done?

              Task

              Notes

              1

              		 

              Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova.

              See Open Virtualization Format Files.

              2

              		 

              Create the virtual machine for the Unified CCE Data Server.

              Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

              3

              		 

              Install Microsoft Windows Server 2008 R2 Service Pack 1.

              Follow the procedure Install Microsoft Windows Server.

              4

              		 

              Install antivirus software.

              Follow the procedure Install Antivirus Software.

              5

              		 

              Install Microsoft SQL Server 2008.

              Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64.

              6

              		 

              Install the Unified Contact Center Enterprise.

              Follow the procedure Install Unified Contact Center Enterprise.

              7

              		 

              Convert the virtual machine to a template.

              Follow the procedure Convert the Virtual Machine to a Golden Template.

              Install Microsoft SQL Server 2008 SP1 Standard Edition x64

              Install Microsoft SQL Server 2008 R2 x64 and store the SQL Server log and temporary files on the same physical disk as the operating system (typically the C drive). Use the secondary drive to store the Logger database (typically the D drive).

              Before You Begin

              The machine should be in domain before you install SQL.

              Procedure
                Step 1   Mount the Microsoft SQL Server 2008 ISO image to the virtual machine.
                Step 2   Run setup.exe.
                Step 3   Click Installation on the left pane and then click New installation or add features to an existing installation.

                The SQL Server 2008 R2 Setup wizard opens.

                Step 4   On the Setup Support Rules page, click OK.
                Step 5   On the Product Key page, enter the product key and click Next.
                Step 6   Accept the Licence Terms and click Next.
                Step 7   On the Setup Support Files page, click Install.
                Step 8   On the Setup Support Rules page, click Next.
                Step 9   On the Setup Role page, select SQL Server Feature Installation, and click Next.
                Step 10   On the Feature Selection page, click Select All, and click Next.
                Step 11   On the Installation Rules page, click Next.
                Step 12   On the Instance Configuration page, select Default Instance. Click Next.
                Step 13   On the Disk Space Requirements page, click Next.
                Step 14   On the Server Configuration page, under Service Accounts tab, perform the following:
                1. For Service SQL Server Agent, select Account Name as NT AUTHORITY\SYSTEM and Startup Type as Automatic.
                2. For Service SQL Server Database Engine, select Account Name as NT AUTHORITY\SYSTEM.
                3. For Service SQL Server Analysis Services, select Account Name as NT AUTHORITY\SYSTEM.
                4. For Service SQL Server Reporting Services, select Account Name as NT AUTHORITY\SYSTEM.
                Step 15   On the Server Configuration page, select Collation tab, and click Customize for Database Engine.
                Note    Skip Step 16, for Unified WIM and EIM.
                1. Select the Windows Collation designator and sort order radio button.
                2. Select Collation designator as Latin1_General from the drop-down and check the Binary check-box.
                3. Click OK. Click Next on the Server Configuration page.
                4. Click Next.
                Step 16   On the Database Engine Configuration page, under Account Provisioning tab, perform the following:
                1. For Authentication Mode, select Mixed Mode.
                2. Enter your password and confirm by reentering it.
                3. Click Add Current User.
                4. Click Next.
                Step 17   On the Analysis Services Configuration page, click Add current user, and click Next.
                Step 18   On the Reporting Services Configuration page, select the Install, but do not configure the report server radio button, and click Next .
                Step 19   Click Next on the Error Reporting page.
                Step 20   Click Next on the Installation Configuration Rules page.
                Step 21   Click Install on the Ready to Install page.
                Step 22   Click Close on the Complete page.
                Step 23   Install SQL Server 2008 R2 Service Pack 1 x64. Follow the Wizard and accept all defaults.
                Step 24   To enable Named Pipes and set the sort order, perform the following:
                1. Navigate to Microsoft SQL Server 2008 R2 > Configuration Tools > SQL Server Configuration Manager.
                2. In the left pane, expand SQL Native Client 10.0 Configuration (32bit), and select Client Protocols.
                3. In the right pane, right-click Named Pipes, and select Order.
                4. In the Client Protocols Properties window, select Named Pipes, and click Move Up or Move Down to change the order of the protocols as follows: Shared Memory, Named Pipes, TCP/IP, then click OK.
                5. In the left pane, expand SQL Server Network Configuration, and select Protocols for MSSQLSERVER.
                6. In the right pane, right-click Named Pipes, and select Enable, and click OK.
                7. In the right pane, right-click TCP/IP, and select Enable.
                Step 25   To enable autogrow, perform the following:
                1. Navigate to Microsoft SQL Server 2008R2 > SQL Server Management Studio.
                2. Click Connect. In the left pane, expand Databases > System Databases.
                3. Right-click tempdb and select Properties.
                4. In the left pane, select Files. Ensure that AutoGrowth is enabled for tempdev and templog with Unrestricted File Growth.
                5. Set initial size (MB) as 1400 for tempdev and 1024 for templog and click OK.
                Step 26   Restart the SQL Server service.

                Create Golden Template for Unified CVP Server

                Follow this sequence of tasks to create the golden template for Cisco Unified CVP Server.

                After each task, return to this page to mark the task "done" and continue the sequence.

                Sequence

                		Done?

                Tasks

                Notes

                1

                		 

                Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                See Open Virtualization Format Files.

                2

                		 

                Create the virtual machine for the Cisco Unified CVP Server.

                Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                3

                		 

                Install Microsoft Windows Server 2008 R2 Service Pack 1.

                Follow the procedure Install Microsoft Windows Server.

                4

                		 

                Install antivirus software.

                Follow the procedure Install Antivirus Software.

                5

                		 

                Install the Unified CVP Server.

                Follow the procedure Install Unified CVP Server.

                6

                		 

                Convert the virtual machine to a template.

                Follow the procedure Convert the Virtual Machine to a Golden Template.

                After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CVP Server on the destination system. See Configure Unified CVP.

                Install Unified CVP Server

                Complete the following procedure to install the Unified CVP Server.

                Procedure
                  Step 1   Mount the Unified CVP ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files.
                  Step 2   Copy the current Engineering Specials to the local drive.
                  Note   

                  Ignore this step if there are no Engineering Specials.

                  Step 3   Navigate to the ISO file on the CD/DVD drive D. Run setup.exe from the D:\ CVP\Installer_Windows directory.
                  Step 4   Follow the InstallShield wizard:
                  1. Accept the license agreement and click Next.
                  2. In the Select Packages window, select CVP Server and click Next.
                  3. In the Voice Prompt Encode Format Type window, select U-Law Encoded Wave Format and Click Next.
                  4. In the Choose Destination Location window, select the folder locations for the CVP Installation Folder and the Media Files Installation Folder, and click Next.
                  5. In the X.509 Certificate window, enter the information that you want to include in the certificate.
                  6. In the Ready to Install the Program window, click Install.
                  7. In the Installation Complete screen, click Yes, I want to restart my computer now. Click Finish.
                  Step 5   Copy the required Cisco Unified CVP Engineering Special file to the desktop.
                  Step 6   If Unified CVP Engineering Specials are available, follow the Install Shield wizard to install them. Ignore this step if there are no Engineering Specials.
                  Step 7   Add any custom media files to the appropriate location.
                  Step 8   Unmount the ISO image.

                  Create Golden Template for Unified CVP OAMP Server

                  Follow this sequence of tasks to create the golden template for Cisco Unified CVP OAMP Server.

                  After each task, return to this page to mark the task "done" and continue the sequence.

                  Sequence Done? Tasks Notes

                  1

                  		 

                  Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                  See Open Virtualization Format Files.

                  2

                  		 

                  Create the virtual machine for the Cisco Unified CVP OAMP Server.

                  Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                  3

                  		 

                  Install Microsoft Windows Server 2008 R2 Service Pack 1.

                  Follow the procedure Install Microsoft Windows Server.

                  4

                  		 

                  Install antivirus software.

                  Follow the procedure Install Antivirus Software.

                  5

                  		 

                  Install the Cisco Unified CVP OAMP Server.

                  Follow the procedure Install Unified CVP OAMP Server.

                  6

                  		 

                  Convert the virtual machine to a template.

                  Follow the procedure Convert the Virtual Machine to a Golden Template.

                  After you create all golden templates, run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CVP Server on the destination system. See Configure Unified CVP.

                  Install Unified CVP OAMP Server

                  Complete the following procedure to install the Unified CVP OAMP Server.

                  Procedure
                    Step 1   Mount the Unified CVP ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files.
                    Step 2   Run setup.exe from the CVP\Installer_Windows directory on the CD/DVD drive.
                    Step 3   Click I accept the terms of the License Agreement from the License Agreement and Copyright screen.
                    Step 4   On the Select Package window, select the Unified CVP component Operations Console, and click Next.
                    Step 5   In the Voice Prompt Encode Format Type window, select U-Law Encoded Wave Format and click Next.
                    Step 6   On the Choose Destination Location window, accept the default locations, and click Next.
                    Step 7   In the X.509 certificate screen, enter the information that you want to include in the certificate, and click Next.
                    Step 8   In the Ready to Install screen, click Install.
                    Step 9   Enter the Operations Console Password that meets the criteria detailed on the Operations Console Password window, and click Next.
                    Step 10   Click Yes, I want to restart my computer, and click Finish.
                    Step 11   Unmount the Unified CVP ISO image.

                    Create Golden Template for Unified CVP Reporting Server

                    Follow this sequence of tasks to create the golden template for Cisco Unified CVP Reporting Server.

                    After each task, return to this page to mark the task "done" and continue the sequence.

                    Sequence Done? Task Notes

                    1

                    		 

                    Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                    See Open Virtualization Format Files.

                    2

                    		 

                    Create the virtual machine for the Unified CVP Reporting Server

                    Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                    3

                    		 

                    Install Microsoft Windows Server 2008 R2 Service Pack 1

                    Follow the procedure Install Microsoft Windows Server.

                    4

                    		 

                    Install antivirus software

                    Follow the procedure Install Antivirus Software.

                    5

                    		 

                    Convert the virtual machine to a template

                    Follow the procedure Convert the Virtual Machine to a Golden Template.

                    After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the CVP Reporting Server on the destination system. See Configure Unified CVP Reporting Server

                    Install Unified CVP Reporting Server

                    Complete the following procedure to install the Unified CVP Reporting Server.

                    Procedure
                      Step 1   Mount the Unified CVP ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files.
                      Step 2   Copy the current Engineering Specials to the local drive.
                      Note   

                      Ignore this step if there are no Engineering Specials.

                      Step 3   Navigate to the ISO file on the CD/DVD drive. Run setup.exe from the DVD drive located at CVP\Installer_Windows directory.
                      Step 4   Follow the Install Shield wizard:
                      1. Click I accept the terms of the License Agreement from the License Agreement and Copyright window, and click Next.
                      2. In the Select Packages window, select Reporting Server, and click Next.
                      3. In the Choose Destination Location window, select the folder location for the CVP Installation Folder, and click Next.
                      4. In the X.509 certificate window, enter the information that you want to include in the certificate, and click Next.
                      5. In the Choose the Database data and backups drive window, enter the drive letter (typically, E), and click Next.
                      6. In the Database size selection window, select Standard (250GB) or Premium (375GB), and click Next.
                        Note   

                        Select Standard for 500 agent deployment and Premium for other HCS agent deployments.

                      7. In the Ready to Install window, click Install.
                      8. Enter the Reporting Server password when prompted.

                        It can take some time for the database to install.

                      9. Restart the server after installation.
                      Step 5   Copy the required CVP Engineering Special file to the desktop.
                      Step 6   If Unified CVP Engineering Specials are available, follow the Install Shield wizard to install them. Ignore this step if there are no Engineering Specials.
                      Step 7   Unmount the ISO image.

                      Create Golden Template for Cisco Finesse

                      Follow this sequence of tasks to create the golden template for Cisco Finesse.

                      After each task, return to this page to mark the task "done" and continue the sequence.

                      Sequence Done? Tasks Notes

                      1

                      		 

                      Download HCS-CC_10.0(1)SU1_Finesse_vmv8_v1.0.ova

                      See Open Virtualization Format Files.

                      2

                      		 

                      Create the virtual machine from the OVA

                      Follow the procedure that is documented in, Create Virtual Machines from OVAs.

                      3

                      		 

                      Install Cisco Finesse

                      Follow the procedure for installing VOS applications for golden templates. See Install Unified Communications Manager, Unified Intelligence Center, and Cisco Finesse .

                      4

                      		 

                      Convert the virtual machine to a Golden Template

                      Follow the procedure Convert the Virtual Machine to a Golden Template.

                      After you create all golden templates, you can run the automation process Automated Cloning and OS Customization. After you run the automation process, you can configure Cisco Finesse on the destination system. See Configure Cisco Finesse.

                      Create Virtual Machines from OVAs

                      Complete the following procedure to create virtual machines from the OVAs.

                      Procedure
                        Step 1   Select the Host in the vSphere client.
                        Step 2   Choose File > Deploy OVF Template.
                        Step 3   Browse to the location on your local drive where you stored the OVA. Click Open to select the file. Click Next.
                        Step 4   Click Next at the OVF Template Details page.
                        Step 5   In the Name and Location page, enter the virtual machine name in the Name field. Click Next.
                        Note   

                        It cannot contain spaces or special characters. Enter a maximum of 32 characters.

                        Step 6   In the Deployment Configuration page, use the drop-down to select the appropriate configuration. Then click Next.

                        For more information, see Open Virtualization Format Files.

                        Step 7   In the Resource Pool page, select the required resource pool. Skip this step if you do not have a resource pool allocated in the host server, and click Next.
                        Step 8   In the Storage page, choose a datastore on which to deploy the new virtual machine. See Storage, VM Specifications, and IOPS ConsiderationsClick Next.
                        Step 9   In the Disk Format page, select the virtual disk format as Thin Provision. Click Next.
                        Step 10   In the Network Mapping page, select the appropriate network from the Destination Network drop-down list, and click Next.
                        Step 11   Click Finish.

                        Install Unified Communications Manager, Unified Intelligence Center, and Cisco Finesse

                        Complete the following procedures to install the Unified Communications Manager, Unified Intelligence Center, and Cisco Finesse:

                        • Cisco Unified Communications Manager

                        • Cisco Unified Intelligence Center

                        • Cisco Finesse

                        Procedure
                          Step 1   Mount the ISO file to the CD/DVD drive of the virtual machine and power it on. For more information, see Mount and Unmount ISO Files.
                          Step 2   Follow the Install wizard:
                          1. In the DVD Found window, click OK.
                          2. At the Media Check Result window, click OK .

                            Text briefly displays on the screen.

                          3. In the Product Deployment Selection window, select OK.
                          4. In the Proceed with Install window, select Yes.
                          5. In the Platform Installation window, select Skip.

                            About ten minutes into the installation, after the Component Installation completes, there is a reboot.

                          Step 3   Press Ctrl+Alt to free your cursor. Immediately, click the red Shut Down icon at the top left of the window.
                          Step 4   Unmount the ISO image.

                          Create Golden Template for Cisco Unified Intelligence Center

                          Follow this sequence of tasks to create the golden template for Cisco Unified Intelligence Center.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Tasks Notes

                          1

                          		 

                          Download HCS-CC_10.0(1)SU1_CUIC_vmv8_v1.0.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine from the OVA

                          See Create Virtual Machines from OVAs.

                          3

                          		 

                          Install Cisco Unified Intelligence Center

                          Follow the procedure for installing VOS applications for golden templates. See Install Unified Communications Manager, Unified Intelligence Center, and Cisco Finesse .

                          4

                          		 

                          Convert the virtual machine to a Golden Template

                          See Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process Automated Cloning and OS Customization. After you run the automation process, you can configure the Cisco Unified Intelligence Center VMs on the destination system. See Configure Unified Intelligence Center.

                          Create Golden Template for Cisco Unified Communications Manager

                          Follow this sequence of tasks to create the golden template for Cisco Unified Communications Manager.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Tasks Notes

                          1

                          		 

                          Download cucm_10.0_vmv8_v1.7.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine from the OVA

                          Follow the procedure that is documented in, Create Virtual Machines from OVAs.

                          3

                          		 

                          Install Cisco Unified Communications Manager

                          Follow the procedure for installing VOS applications for golden templates. See Install Unified Communications Manager, Unified Intelligence Center, and Cisco Finesse .

                          4

                          		 

                          Convert the virtual machine to a Golden Template

                          Follow the procedure Convert the Virtual Machine to a Golden Template

                          After you create all golden templates, you can run the automation process Automated Cloning and OS Customization. After you run the automation process, you can configure the Unified Communications Manager publisher and subscriber VM on the destination system. See Configure Unified Communications Manager.

                          Create Golden Template for 1000 Agent Deployment

                          Follow this sequence of tasks to create the golden template for 1000 agent deployment for Cisco HCS for Contact Center.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Create Golden Template for Unified CCE Call Server

                          HCS Core Component

                          2

                          		 

                          Create Golden Template for Unified CCE Data Server

                          HCS Core Component

                          3

                          		 

                          Create Golden Template for Unified CVP Server

                          HCS Core Component

                          4

                          		 

                          Create Golden Template for Unified CVP OAMP Server

                          HCS Core Component

                          5

                          		 

                          Create Golden Template for Unified CVP Reporting Server

                          HCS Core Component

                          6

                          		 

                          Create Golden Template for Cisco Finesse

                          HCS Core Component

                          7

                          		 

                          Create Golden Template for Cisco Unified Intelligence Center

                          HCS Core Component

                          8

                          		 

                          Create Golden Template for Cisco Unified Communications Manager

                          HCS Core Component

                          Create Golden Template for 4000 Agent Deployment

                          Follow this sequence of tasks to create the golden template for 4000 agent deployment for Cisco HCS for Contact Center.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Tasks Notes

                          1

                          		 

                          Create Golden Template for Unified CCE Rogger

                          HCS Core Component

                          2

                          		 

                          Create Golden Template for Unified CCE AW-HDS-DDS

                          HCS Core Component

                          3

                          		 

                          Create Golden Template for Unified CCE Agent Peripheral Gateway

                          HCS Core Component

                          4

                          		 

                          Create Golden Template for Unified CCE VRU Peripheral Gateway

                          HCS Core Component

                          5

                          		 

                          Create Golden Template for Unified CVP Server

                          HCS Core Component

                          6

                          		 

                          Create Golden Template for Unified CVP OAMP Server

                          HCS Core Component

                          7

                          		 

                          Create Golden Template for Unified CVP Reporting Server

                          HCS Core Component

                          8

                          		 

                          Create Golden Template for Cisco Finesse

                          HCS Core Component

                          9

                          		 

                          Create Golden Template for Cisco Unified Intelligence Center

                          HCS Core Component

                          10

                          		 

                          Create Golden Template for Cisco Unified Communications Manager

                          HCS Core Component

                          Create Golden Template for Unified CCE Rogger

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE Rogger.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          		See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Rogger

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install Anti-Virus software

                          Follow the procedure Install Antivirus Software.

                          5

                          		 

                          Install Microsoft SQL Server 2008

                          Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64

                          6

                          		 

                          Install the Unified CCE

                          Follow the procedure Install Unified Contact Center Enterprise.

                          7

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE Rogger on the destination system. See Configure Unified CCE Rogger for 4000 agent deployment model and Configure Unified CCE Rogger for Small Contact Center Agent Deployment for small contact center agent deployment model.

                          Create Golden Template for Unified CCE AW-HDS-DDS

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE AW-HDS-DDS.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          		See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE AW-HDS-DDS

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install antivirus software

                          Follow the procedure Install Antivirus Software.

                          5

                          		 

                          Install Microsoft SQL Server 2008

                          Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64

                          6

                          		 

                          Install the Unified CCE

                          Follow the procedure Install Unified Contact Center Enterprise.

                          7

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE AW-HDS-DDS on the destination system. See Configure Unified CCE AW-HDS-DDS .

                          Create Golden Template for Unified CCE Agent Peripheral Gateway

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE Agent Peripheral Gateway(PG).

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence

                          		Done?

                          Tasks

                          Notes

                          1

                          		 

                          Download HCS-CC_10.0(1)SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          		See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Agent PG

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install antivirus software

                          Follow the procedure Install Antivirus Software.

                          5

                          		 

                          Install the Unified Contact Center Enterprise

                          Follow the procedure Install Unified Contact Center Enterprise.

                          6

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE Agent PG 1 Configure Unified CCE Agent PG 1 and Agent PG 2 Configure Unified CCE Agent PG 2 on the destination system for 4000 agent deployment. and see Configure Unified CCE Agent PG’s for 12000 Agent Deployment for 12000 agent deployment model.

                          Create Golden Template for Unified CCE VRU Peripheral Gateway

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE VRU PG.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence

                          		Done?

                          Tasks

                          Notes

                          1

                          		 

                          Download HCS-CC_10.0(1)_SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          		See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE VRU PG.

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1.

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install antivirus software.

                          Follow the procedure Install Antivirus Software.

                          5

                          		 

                          Install the Unified CCE.

                          Follow the procedure Install Unified Contact Center Enterprise.

                          6

                          		 

                          Convert the virtual machine to a template.

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE VRU PG on the destination system. See Configure Unified CCE VRU PG for 4000 agent deployment model and Configure Unified CCE VRU PG’s for 12000 Agent Deployment for 12000 agent deployment model.

                          Create Golden Template for Small Contact Center Agent Deployment

                          Follow this sequence of tasks to create the golden template for small contact center agent deployment for Cisco HCS for Contact Center.

                          After each task, return to this page to mark the task "done" and continue the sequence.

                          Sequence Done? Tasks Notes

                          1

                          		 

                          Create Golden Template for Unified CCE Rogger

                          HCS Shared Core Component

                          2

                          		 

                          Create Golden Template for Unified CCE AW-HDS-DDS

                          HCS Shared Core Component

                          3

                          		 

                          Create Golden Template for Unified CCE Agent Peripheral Gateway

                          HCS Sub Customer Component

                          4

                          		 

                          Create Golden Template for Unified CCE VRU Peripheral Gateway

                          HCS Shared Core Component

                          5

                          		 

                          Create Golden Template for Unified CVP Server

                          HCS Shared Core Component

                          6

                          		 

                          Create Golden Template for Unified CVP OAMP Server

                          HCS Shared Core Component

                          7

                          		 

                          Create Golden Template for Unified CVP Reporting Server

                          HCS Shared Core Component

                          8

                          		 

                          Create Golden Template for Cisco Finesse

                          HCS Sub Customer Component

                          9

                          		 

                          Create Golden Template for Cisco Unified Intelligence Center

                          HCS Shared Core Component

                          10

                          		 

                          Create Golden Template for Cisco Unified Communications Manager

                          HCS Sub Customer Component

                          Create Golden Template for 12000 Agent Deployment

                          Follow this sequence of tasks to create the golden template for 12000 agent deployment for Cisco HCS for Contact Center.

                          After each task, return to this page to mark the task “done” and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Create Golden Template for Unified CCE Router

                          HCS Core Component

                          2

                          		 

                          Create Golden Template for Unified CCE Logger

                          HCS Core Component

                          3

                          		 

                          Create Golden template for Unified CCE AW-HDS

                          HCS Core Component

                          4

                          		 

                          Create Golden Template for Unified CCE HDS-DDS

                          HCS Core Component

                          5

                          		 

                          Create Golden Template for Unified CCE Agent Peripheral Gateway

                          HCS Core Component

                          6

                          		 

                          Create Golden Template for Unified CCE VRU Peripheral Gateway

                          HCS Core Component

                          7

                          		 

                          Create Golden Template for Unified CVP Server

                          HCS Core Component

                          8

                          		 

                          Create Golden Template for Unified CVP OAMP Server

                          HCS Core Component

                          9

                          Create Golden Template for Unified CVP Reporting Server

                          HCS Core Component

                          10

                          Create Golden Template for Cisco Finesse

                          HCS Core Component

                          11

                          Create Golden Template for Cisco Unified Intelligence Center

                          HCS Core Component

                          12

                          Create Golden Template for Cisco Unified Communications Manager

                          HCS Core Component

                          Create Golden Template for Unified CCE Router

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE Router.

                          After each task, return to this page to mark the task " done " and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1) SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Router.

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install Anti-Virus software.

                          Follow the procedure Install Antivirus Software.

                          5

                          		 

                          Install the Unified CCE.

                          Follow the procedure Install Unified Contact Center Enterprise.

                          6

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE Router on the destination system. See Configure Unified CCE Router.

                          Create Golden Template for Unified CCE Logger

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE Logger.

                          After each task, return to this page to mark the task " done " and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1) SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Logger

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install Anti-Virus software

                          Follow the procedure Install Antivirus Software.

                          5

                          Install Microsoft SQL Server 2008

                          Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64.

                          6

                          		 

                          Install the Unified CCE

                          Follow the procedure Install Unified Contact Center Enterprise.

                          7

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE Logger on the destination system. See Configure Unified CCE Logger VM.

                          Create Golden template for Unified CCE AW-HDS

                          Follow this sequence of tasks to create the golden template for Cisco CCE Unified AW-HDS.

                          After each task, return to this page to mark the task " done " and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1) SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Logger

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install Anti-Virus software

                          Follow the procedure Install Antivirus Software.

                          5

                          Install Microsoft SQL Server 2008

                          Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64.

                          6

                          		 

                          Install the Unified CCE

                          Follow the procedure Install Unified Contact Center Enterprise.

                          7

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE AW-HDS on the destination system. See Configure Unified CCE AW-HDS.

                          Create Golden Template for Unified CCE HDS-DDS

                          Follow this sequence of tasks to create the golden template for Cisco Unified CCE HDS-DDS.

                          After each task, return to this page to mark the task " done " and continue the sequence.

                          Sequence Done? Task Notes

                          1

                          		 

                          Download HCS-CC_10.0(1) SU1_CCDM-CCE-CVP_vmv8_v1.0.ova

                          See Open Virtualization Format Files.

                          2

                          		 

                          Create the virtual machine for the Unified CCE Logger

                          Follow the procedure Create Virtual Machines from Cisco HCS for Contact Center OVA.

                          3

                          		 

                          Install Microsoft Windows Server 2008 R2 Service Pack 1

                          Follow the procedure Install Microsoft Windows Server.

                          4

                          		 

                          Install Anti-Virus software

                          Follow the procedure Install Antivirus Software.

                          5

                          Install Microsoft SQL Server 2008

                          Follow the procedure Install Microsoft SQL Server 2008 SP1 Standard Edition x64.

                          6

                          		 

                          Install the Unified CCE

                          Follow the procedure Install Unified Contact Center Enterprise.

                          7

                          		 

                          Convert the virtual machine to a template

                          Follow the procedure Convert the Virtual Machine to a Golden Template.

                          After you create all golden templates, you can run the automation process (Clone and OS Customization). After you run the automation process, you can configure the Unified CCE HDS-DDS on the destination system. See Configure Unified CCE HDS-DDS.

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