Contents

System Upgrade

This chapter discusses in detail the upgrade sequence for all of the IP telephony components that are configured in various deployment models for Cisco Unified Communications System Release 9.0(1).

Upgrade procedures for individual IP telephony components are not described in this document as they are available in individual component upgrade product documents.


Note


The following upgrade strategies are recommendations only. No formal upgrade testing was done for the UC 9.0 system release.



Note


Many of the IP telephony component names have changed as part of Cisco Unified Communications System releases. The latest product names are used in this document, even when referencing products from previous releases.


Related Information
Related documentation

IP Telephony Deployment Models

The upgrade procedures in this document are tailored for each deployment model in the IP telephony test environment, because each site includes different components.

Unified Communications Manager IP Telephony Models

This section provides the upgrade procedures for the various IP telephony components in the enterprise deployment models.

Detailed information about IP telephony deployments and site models that are tested for the target release is available at: http:/​/​www.cisco.com/​iam/​unified/​ipt901/​Review_​Tested_​Site_​Models.htm

The following deployment models were tested in the Cisco Unified Communications System IP telephony test environment:

  • Single-site or campus deployment model
  • Multisite centralized with SRST model
  • Multisite WAN distributed model
  • Clustering over WAN model

Choose the deployment model that best matches your deployment to understand the upgrade process that best applies to your environment. The following sections provide the general upgrade sequence for the components in the each deployment model and provide other detailed upgrade procedures.

After you determine the general upgrade sequence, use one of the upgrade strategies that is described in IP Telephony Component Upgrades to upgrade your components.

Related References
Single-site or campus deployment model
Multisite centralized with SRST model
Multisite WAN distributed model
Clustering over WAN model

Single-Site or Campus Deployment Model

In an IP telephony single-site (campus) deployment model, upgrade the components in the following order:

  1. Infrastructure components such as:
    • Core and access switches and routers
    • Security components such as Cisco Adaptive Security Appliance
    • Wireless LAN Controllers and Access Points
  2. Gatekeepers and data/voice gateways:
    • Cisco Unified Communication Manager Express
    • IOS Gateways (MGCP, H.323, SIP)
    • IOS based transcoders and conference bridges
    • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
    • Gatekeepers
    • Cisco Unified Border Element (formerly IPIPGW)
    • Cisco Unified SIP Proxy
    • Analog Phone Gateways (VG224, VG30D)
    • Cisco Aironet Access Points and Wireless Access Points
  3. Network management tools such as Cisco Unified Operations Manager, Cisco Unified Service Monitor, Cisco Unified Service Statistics Manager, Cisco Unified Provisioning Manager.
  4. Call processing components. The following components should be upgraded first in the following order:
    1. Cisco Unified Communications Manager
    2. Cisco Unified Communications Manager IM and Presence Service
    3. JTAPI on client applications (if necessary)
    4. Cisco Security Agent and virus scanning software
    5. Cisco Unified IP Phones Firmware (if needed) including ATA
    The following call processing components can be upgraded in any order:
    • Cisco Emergency Responder and Music On Hold
    • Cisco IP Communicator and Cisco Unified Personal Communicator
    • Cisco Unified Video Advantage (Video PC endpoint)
    • Cisco UC Integration for Microsoft Office Communicator
  5. Queuing and self-service components such as Cisco Unified Contact Center Express and Cisco Unified Intelligence Suite.
  6. Cisco Messaging components such as, Cisco Unity Express, Domain Controller (including Active Directory), Cisco Unity Connection.
  7. Cisco Unified MeetingPlace components
  8. Video Endpoints SCCP/SIP/H.323/H.320 and IP/VC gateways and MCU
  9. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

Multisite Centralized with SRST Model

You must first upgrade central sites followed by the remote SRST sites in the multisite centralized model.

Central Site

In each central site, upgrade the components in the following order:

  1. Infrastructure components such as:
    • Core and access switches and routers
    • Security components such as Cisco Adaptive Security Appliance
    • Wireless LAN Controllers and Access Points
  2. Gatekeepers and data/voice gateways:
    • Cisco Unified Communication Manager Express
    • PSTN Gateways (IOS)
    • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
    • Gatekeepers

      Note


      Gatekeeper licensing required for 3800 series integrated services routers.


    • Cisco Unified Border Element (formerly IPIPGW)
    • Analog Phone Gateways (VG224, VG30D)
    • Cisco Aironet Access Points
  3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
  4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
  5. Cisco Emergency Responder and Music On Hold
  6. Cisco Unified Personal Communicator and Cisco IP Communicator
  7. Unified Contact Center Express
  8. Cisco Unified MeetingPlace components
  9. Video components
  10. Cisco applications co-resident on Media Convergence servers (MCSs) (such as Cisco Security Agent, JTAPI software)
  11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP))
  12. Cisco and third-party adjunct applications or endpoints on other servers
Remote Site

In each remote site, upgrade the components in the following order:

  1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
  2. Analog Voice Gateways (VG224, VG30D)
  3. PSTN Gateways (IOS)
  4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
  5. Cisco Unified Communications Manager Express or Unified SRST router/SRSV, Cisco Unified IP Phones, Cisco IP Communicator
  6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
  7. SCCP/SIP/H.323/H.320 video endpoints

Multisite WAN Distributed Model

The multisite distributed model includes several Cisco Unified Communications Manager cluster sites interconnected by ICT or H.323 trunks.


Note


You should treat the upgrade of each site as a separate stage in the overall upgrade process.


Upgrade the components within each site in the following order:

  1. Infrastructure components such as:
    • Core and access switches and routers
    • Security components such as Cisco Adaptive Security Appliance
    • Wireless LAN Controllers and Access Points
  2. Gatekeepers and data/voice gateways:
    • Cisco Unified Communication Manager Express
    • PSTN Gateways (IOS)
    • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
    • Gatekeepers
    • Cisco Unified Border Element (formerly IPIPGW)
    • Analog Phone Gateways (VG224, VG230D)
    • Cisco Aironet Access Points
  3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
  4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
  5. Cisco Emergency Responder and Music On Hold
  6. Cisco Unified Personal Communicator and Cisco IP Communicator
  7. Unified Contact Center Express
  8. Cisco Unified MeetingPlace components
  9. Video components
  10. Cisco applications co-resident on MCSs (such as Cisco Security Agent, JTAPI software)
  11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP))
  12. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

In each remote site, upgrade the components in the following order:

  1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
  2. Analog Voice Gateways (VG224, VG30D)
  3. PSTN Gateways (IOS)
  4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
  5. Cisco Unified Communications Manager Express or Unified SRST router, Cisco Unified IP Phones, Cisco IP Communicator
  6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
  7. SCCP/SIP/H.323/H.320 video endpoints

Clustering over WAN Model

In the IP telephony clustering over the WAN model, upgrade the components in the following order:

  1. Infrastructure components such as:
    • Core and access switches and routers
    • Security components such as Cisco Adaptive Security Appliance
    • Wireless LAN Controllers and Access Points
  2. Gatekeepers and data/voice gateways:
    • Cisco Unified Communication Manager Express
    • PSTN Gateways (IOS)
    • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
    • Gatekeepers
    • Cisco Unified Border Element (formerly IPIPGW)
    • Analog Phone Gateways (VG224, VG30D)
    • Cisco Aironet Access Points
  3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
  4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
  5. Cisco Emergency Responder and Music On Hold
  6. Cisco Unified Personal Communicator and Cisco IP Communicator
  7. Unified Contact Center Express
  8. Cisco Unified MeetingPlace components
  9. Video components
  10. Cisco applications coresident on Media Convergence Servers (MCSs) (such as Cisco Security Agent, JTAPI software)
  11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP)
  12. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

If there are any remote sites, upgrade the components in those sites in the following order:

  1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
  2. Analog Voice Gateways (VG224, VG30D)
  3. PSTN Gateways (IOS)
  4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
  5. Cisco Unified Communications Manager Express or Unified SRST router, Cisco Unified IP Phones, Cisco IP Communicator
  6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
  7. SCCP/SIP/H.323/H.320 video endpoints

Cisco Business Edition IP Telephony Models

This section provides the general installation sequence for the various IP telephony components in midmarket business deployment models.

For more detailed information about these IP telephony deployment models, see: http:/​/​www.cisco.com/​iam/​unified/​ipt901/​Review_​Tested_​Site_​Models.htm

Related References
MultiSite centralized with SRST or SRSV model

Multisite Centralized with SRST or SRSV Model

A multisite centralized with SRST deployment refers to any scenario in which call processing servers (for example, Cisco Business Edition) are located at the same site, while any combination of voice gateways, and phones are located remotely across a WAN link or centrally.

You must first upgrade central sites followed by the remote SRST sites in the multisite centralized model.

In each central site, upgrade the components in the following order:

  1. Infrastructure Components such as:
    • Core switches
    • Access switches
    • Security Components
    • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
    • Cisco Wireless LAN Controller(s) and Access Points
  2. Call processing components such as:
    • Cisco Unified Communications Manager IM and Presence Service
    • Cisco Business Edition
    • Cisco Unified Communications Manager

      Note


      Upgrade of Cisco Unified Communication Manager in a Cisco Unified Business Edition site includes upgrading the co-resident Unity Connection on a UCS C-series server.


    • Cisco Unified IP Phones
    • Cisco IP Communicator
    • Cisco Unified Personal Communicator
  3. Media resource components such as:
    • Music on Hold
    • Transcoders
    • Conferences Bridges
    • Media Termination Points (MTPs)
    • RSVP agents
  4. Cisco Unified Contact Center Express, Cisco Unified IP Phone Agents
  5. Cisco Unity Connection and optional Voice Recognition Server
  6. Cisco Unified Business Attendant Console

For each remote site, install components in the following order:

  1. Access switches
  2. Security Components
  3. Cisco Wireless LAN Controller(s) and Access Points
  4. Cisco Unified Survival Remote Site Telephony Router, Cisco Unified IP Phones, Cisco IP Communicator
  5. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
  6. SCCP/SIP/H.323/H.320 video endpoints
  7. Cisco Computer Telephony Interface (CTI) OS Agent and Supervisor Desktop
  8. Cisco Unified Business Attendant Console and Cisco Unified Department Attendant Console

IP Telephony Component Upgrades

This section describes the following upgrade strategies for IP telephony components:

  • Single-stage upgrade—Recommended for small single-site or multisite installations.
  • Multistage system upgrade—Recommended for medium or large single-site and medium multisite installations.
  • Multisite Migration—To upgrade large, multisite IP telephony installations to the Cisco Unified Communications System release set using the multisite migration upgrade strategy, you can use either the single-stage or multistage system upgrade procedures listed in the respective sections.

See System Upgrade Planning for detailed information about these upgrade strategies and see System Upgrade Preparation for the software release versions of the components involved in the upgrade. For more information about the number of seats in these various types of sites, see System Upgrade Planning.

The upgrade paths that are available for upgrading IP telephony components are defined in System Upgrade Paths to Cisco Unified Communications System Release 9.0(1) in System Upgrade Planning.

When performing the upgrade of each component, see the product-specific upgrade document for detailed information. See the Related Documentation section for a list of URLs for component-specific release notes and installation and upgrade documents.

Related References
Single-stage upgrade
Multistage system upgrade

Single-Stage Upgrade

The single-stage upgrade process is recommended for small single-site and small multisite installations. This upgrade process can be performed in a single maintenance window, which allows you to upgrade components in a relatively short time and with no loss of functionality.

See System Upgrade Preparation for the software release versions of the components involved in the upgrade. Based on your environment and the base release set deployed in your network, upgrade the components in the order listed in the following table.

Table 1 Single-Stage Upgrade Order for IP Telephony Components

Component to Upgrade

Upgrade Order for Base Release Set 8.6(1)

Cisco Catalyst 6506 (core switch)

1

Cisco Catalyst 6509/35241 (access switch)

2

Cisco Adaptive Security Appliance

3

Cisco Unified Communications Manager cluster (Cisco Unified IP Phones, Cisco Catalyst 6500/6000 Gateways, Cisco IP Communicator, and Cisco ATA186/188/187 analog telephony adapters are upgraded with cluster)

4

Unified Contact Center Express

5

Cisco Unified Communications Manager IM and Presence Service

6

Cisco Emergency Responder

7

Cisco Unified Communications Manager Express

8

Cisco IOS Gateway

9

Cisco Communications Media Module

10

Cisco VG224 (analog phone gateway)

11

Cisco VG30D (analog phone gateway)

12

Cisco IOS Gatekeeper

13

Cisco Unified MeetingPlace components

14

Cisco Unity Connection

15

Domain Controller (including Active Directory)

16

SCCP/ SIP / H.323/ H.3202 Video Endpoints

17

Cisco Unified Videoconferencing Gateway3 and Cisco Unified Videoconferencing System MCUs

18

Cisco Unified VideoAdvantage (Video PC Endpoint)

19

Cisco Aironet Access Point

20

Cisco Unified Personal Communicator

21

Cisco applications co-resident on MCS servers

22

Third-party on-board agents on MCS servers

23

Cisco and third-party applications on other servers

24

1 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.
2 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.
3 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.

Multistage System Upgrade

A multistage system upgrade is the recommended approach for medium and large single-site and medium multisite installations. In this upgrade process, components are grouped for upgrading in several stages or maintenance windows. Within each maintenance window, there is a recommended order for upgrading each component.

The grouping of the components into the stages may vary depending on the size of the networks being upgraded. For smaller networks, several maintenance windows may be collapsed into a single maintenance window. Additional stages may be necessary for larger sites.

After each maintenance window and before initiating the next upgrade stage, we recommend that you verify that the operation of all basic and critical call types remains unaffected. We also recommend that you maintain a list of the components that have been upgraded and the ones yet to be upgraded.

If you are upgrading from the following base release set:

  • Cisco Unified Communications System Release 8.6(1) to Release 9.0(1)—You will be running Unified CCX 8.5(1) SU1 and Unified Communications Manager Release 8.6(1a). You can directly proceed with the upgrade recommendations listed below

Cisco recommends the following two upgrade options:

  • Same Maintenance Window—You can upgrade all the call processing components first and Unified CCX 8.5(1) next in the same maintenance window. Be aware that time estimates for this option are approximately 16 hours.
  • Different Maintenance Windows—You should upgrade Unified CCX to Release 9.0(1) before upgrading Unified Communications Manager Release 9.0(1).
Related References
Multistage system upgrade order for IP telephony components from Release...

Multistage System Upgrade Order for IP Telephony Components from Release 8.6(1) to 9.0(1)

Table 2 Multistage System Upgrade Order for IP Telephony Components from Release 8.6(1) to 9.0(1)

Stage

Component Grouping

Upgrade Order for IP Telephony Components within Stage

Exit Criteria for the Stage

1

Switches, routers and security components

  1. Core Switches4
  2. Access Switch5
  3. Cisco security components - Adaptive Security Appliance (ASA) 5540

Verify the following exit criteria for Stage 1:

  1. Verify Switches and Routers Upgrade
  2. Verify Security Components Upgrade

2

Gatekeepers and IOS gateways

  1. Cisco Unified Communications Manager Express
  2. IOS Gateway (MGCP, H.3236, and SIP)
  3. Cisco VG224 (analog voice gateway)
  4. IOS based transcoders and conference bridges
  5. Cisco Unified Border Element
  6. IOS Gatekeeper
  7. Cisco Aironet Access Point 1142
  8. Lightweight Wireless Access Points
  9. Cisco Unified SIP Proxy

Verify the following exit criteria for Stage 2:

  1. Verify Gatekeepers and Voice and Data Gateways Upgrade
  2. Verify Unified Communications Manager Express Upgrade
  3. Verify Cisco IOS Gatekeeper and Cisco Unified Border Element Upgrade
  4. Verify Cisco VG224 Upgrade
  5. Verify Cisco Aironet Access Point Upgrade

3

Network management

  1. Cisco Unified Operations Manager
  2. Cisco Unified Service Monitor
  3. Cisco Unified Service Statistics Monitor
  4. Cisco Unified Provisioning Manager

Verify the following exit criteria for Stage 3:

  1. Verify Network Management Components Upgrade
  2. Verify Cisco Unified Service Monitor Upgrade
  3. Verify Cisco Unified Operation Manager Upgrade
  4. Verify Cisco Unified Service Statistic Manager Upgrade
  5. Verify Cisco Unified Provisioning Manager Upgrade

4

Call processing

Components upgraded first and in order:

  1. Cisco Unified Communications Manager7
  2. Cisco Unified Communications Manager IM and Presence Service 8
  3. Upgrade JTAPI if necessary on client applications
  4. CSA and virus scanning software
  5. Cisco Unified IP Phones Firmware (if needed) (including ATA and 6608)

Components below may be upgraded in any order after completion of upgrades above:

  • Cisco Emergency Responder
  • Cisco IP Communicator
  • Cisco Unified Personal Communicator9
  • Cisco VT Advantage (Video PC Endpoint)

Cisco recommends that Cisco Unified CCX upgrade is performed in the same upgrade stage as Cisco Unified Communications Manager.

  1. Install Cisco Unified Contact Center Express

Verify the following exit criteria for Stage 4:

  1. Verify Unified Communications Manager Upgrade
  2. Verify Cisco Unified Communications Manager IM and Presence Service Upgrade
  3. Verify Cisco Security Agent Management Console Upgrade
  4. Verify Cisco Unified IP Phones Upgrade
  5. Verify Cisco Emergency Responder Upgrade
  6. Verify Cisco IP Communicator Upgrade
  7. Verify Cisco Unified Personal Communicator Upgrade
  8. Verify Cisco Unified Video Advantage Upgrade

Verify the following exit criteria after installing Cisco Unified CCX:

  1. Verify Unified Contact Center Express Upgrade

5

Voice mail and Unified Messaging

  1. Cisco Unity Express
  2. Domain Controller (including Active Directory)
  3. Cisco Unity Connection10, 11

Verify the following exit criteria for Stage 5:

  1. Verify Cisco Unity Connection Upgrade
  2. Verify Cisco Unity Express Upgrade

6

Conferencing

  1. Cisco Unified MeetingPlace
  2. Migrate Cisco Unified MeetingPlace Express Release 2.1.2 to Cisco Unified MeetingPlace Release 8.5(2). For more information, see the Migration to Cisco Unified MeetingPlace 8.5(3)MR1 from Cisco Unified MeetingPlace Express section.

Verify the following exit criteria for Stage 6:

  1. Verify Unified MeetingPlace 7.x Upgrade
  2. Verify Cisco Unified MeetingPlace 6.x or Earlier Upgrade

7

Videoconferencing

  1. SCCP/ H.323 /H.32012 Video Endpoints
  2. IP/VC Gateway13 and MCUs

Verify the following exit criteria for Stage 7:

Verify Cisco IP Videoconferencing and MCU Upgrade

8

Cisco and third-party Applications resident on other servers

Depends on the applications being upgraded

9

Install new components

10

Remove obsolete or end-of-life components

4 This component is included in Cisco Business Edition deployments in EUEM site model.
5 This component is included in Cisco Business Edition deployments in EUEM site model.
6 This component is included in Cisco Business Edition deployments in EUEM site model.
7 Upgrading Cisco Business Edition includes upgrading co-resident Cisco Unity Connection.
8 This component is included in Cisco Business Edition deployments in EUEM site model.
9 This component is included in Cisco Business Edition deployments in EUEM site model.
10 This component is included in Cisco Business Edition deployments in EUEM site model.
11 Upgrading Cisco Business Edition includes upgrading co-resident Cisco Unity Connection.
12 Applies to EUEM deployments only
13 Applies to EUEM deployments only
Related References
Considerations for migrating to Cisco Unified MeetingPlace Release 8.5(2) from Cisco Unified MeetingPlace Express

Exit Criteria for Multistage System Upgrade Stages

The following table provides exit criteria you need to execute after completing each system upgrade stage.

Table 3 System Upgrade Stages and Exit Criteria Matrix

Component Grouping

Multistage System Upgrade Stage

1

2

3

4

5

6

7

8

Switches and Routers Upgrade Exit Criteria

X

Security Components Exit Criteria

X

Gatekeepers and Voice and Data Gateways Exit Criteria

X

Unified Communications Manager Express Upgrade Exit Criteria

X

Cisco IOS Gatekeeper and Cisco Unified Border Element (formerly IPIPGW) Upgrade Exit Criteria

X

Cisco VG248; Cisco VG224 Upgrade Exit Criteria

Cisco VG30D

X

Cisco Aironet Access Point 1142 Upgrade Exit Criteria

X

Network Management Components Upgrade Exit Criteria

X

Unified Communications Manager Upgrade Exit Criteria

X

Cisco Unified Communications Manager IM and Presence Service Upgrade Exit Criteria

X

Cisco Security Agent (CSA) Management Console Upgrade Exit Criteria

X

Cisco Unified Personal Communicator Upgrade Exit Criteria

X

Cisco Emergency Responder Upgrade Exit Criteria

X

Cisco Unified IP Phones Upgrade Exit Criteria

X

Cisco IP Communicator Upgrade Exit Criteria

X

Cisco Unified Video Advantage Upgrade Exit Criteria

X

Unified Contact Center Express Upgrade Exit Criteria

X

Cisco Unity Connection Upgrade Exit Criteria

X

Cisco Unity Express Upgrade Exit Criteria

X

Unified MeetingPlace 7.x Upgrade Exit Criteria

X

Cisco Unified MeetingPlace 6.x or Earlier Upgrade Exit Criteria

X

Cisco IP Videoconferencing and MCU Upgrade Exit Criteria

X

Cisco Unified Messaging Gateway Upgrade Exit Criteria

X

Cisco Unified Service Monitor Upgrade Exit Criteria

X

Cisco Unified Operation Manager Upgrade Exit Criteria

X

Cisco Unified Service Statistics Manager Upgrade Exit Criteria

X

Cisco Unified Provisioning Manager Upgrade Exit Criteria

X

Cisco UC Integration™ for Microsoft Office Communicator

Verify Switches and Routers Upgrade

After upgrading core routers and switches, verify the following:

Procedure
    Step 1   Check the buffer log or console for error messages.
    Step 2   Verify that a dump file was not created in the flash memory.
    Step 3   Use the show running-config command to verify that previous configuration was not deleted during the upgrade process.
    Step 4   Use the show ip interface brief command to verify that configured interfaces are in up/up state.
    Step 5   Verify that the Unified IP Phones connected to the switches are powered up and register correctly with their primary Unified Communications Manager node.

    Verify Security Components Upgrade

    After upgrading Cisco Catalyst 6500 Services Switch and Cisco Adaptive Security Appliance (ASA), verify the following:

    Procedure
      Step 1   In a deployment where Unified Communications Manager servers are separated by a Adaptive Security Appliance (ASA), place a call from a Unified IP Phone that is registered to one Unified Communications Manager to a Unified IP Phone that is registered to another Unified Communications Manager.
      Step 2   When Unified CM servers are inside the Firewall, make a call between outside and inside phones of the same Unified CM cluster. After the call is completed and disconnected, perform a factory reset of the outside phone. Verify that the outside phone can successfully register with Cisco Unified Communications Manager.
      Step 3   Repeat the above step for SIP phone.
      Step 4   (For IP telephony only) Update the Call Forward All (CFA) entry for a Unified IP Phone in a Unified Communications Manager cluster and verify that the update also happens in the other Unified Communications Manager when the Unified Communications Manager servers are separated by ASA.
      Step 5   Verify that database replication is successful between Unified Communications Manager servers which are separated by ASA.
      Step 6   Verify that all voice gateways outside of the firewall can register with Unified Communications Manager within the firewall.

      Verify Gatekeepers and Voice and Data Gateways Upgrade
      After upgrading IOS Gateways, verify the following:
      Procedure
        Step 1   At the Cisco IOS exec level, execute the CLI commands.
        • To verify that the upgraded IOS target image is running:

          show version

        • To verify that the boot system is configured to boot the correct image:

          show running-config

        • To verify that configuration done previously (i.e. H.323/SIP dial-peer and MGCP) is not lost.

          show running-config

        • To verify that the ISDN connection status is at MULTIFRAME_ESTABLISHED:

          show isdn status

        • To verify that configured interfaces are in up/up state:

          show ip interface brief

        • To verify a manually placed incoming call:

          show isdn history

        • To verify IP routing from branch site to a data center:

          ping or traceroute

        • To verify IP routing from one branch site to another branch site:

          ping or traceroute

        Step 2   Ensure that all MGCP end points (FXS, FXO, PRI, T1 CAS and BRI) are properly registered with Unified Communications Manager.

        IOS MGCP gateways upgrade exit criteria:

        1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through MGCP Gateway. IP (SCCP and SIP) <-> PSTN via MGCP Gateway.
        2. Put the call on hold and then resume the call.
        3. Verify that the PSTN user hears MOH when the call is on hold.

        IOS SIP gateways upgrade exit criteria:

        1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through SIP Gateway. IP (SCCP and SIP) <-> PSTN via SIP Gateway.
        2. Put the call on hold and then resume the call.
        3. Verify that the PSTN user hears MOH when the call is on hold.

        IOS H.323 gateways upgrade exit criteria:

        1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through an H.323 Gateway. IP (SCCP and SIP) <-> PSTN via H.323 Gateway.
        2. Put the call on hold and then resume the call.
        3. Verify that the PSTN user hears MOH when the call is on hold.

        Verify Unified Communications Manager Express Upgrade

        After upgrading Unified Communications Manager Express, verify the following:

        Procedure
          Step 1   To check the Cisco Unified Communications Manager Express version running on the box, type the following show command:

          Example:

          show telephony-service

          Step 2   Verify that the phones register to Cisco Unified Communications Manager Express after the upgrade.
          Step 3   Verify if you are able to make internal and PSTN calls from IP Phones.
          Step 4   Call From Phone A to Phone B which is CFA/CFNA to a PSTN Number.
          Step 5   Test calls to Shared Line.
          Step 6   Verify that you can call VM (either Cisco Unity or Cisco Unity Express) from an IP Phone.
          Step 7   Verify call-blocking functionality in Cisco Unified Communications Manager Express.
          Step 8   Verify the Cisco Unified Communications Manager Express DN Overlay functionality.

          Verify Cisco IOS Gatekeeper and Cisco Unified Border Element Upgrade

          After upgrading Cisco IOS Gatekeeper and Cisco Unified Border Element (formerly IPIPGW), verify the following:

          Procedure
            Step 1   To verify the running IVS version of IOS Image (for example, Cisco IOS Software, 3800 Software (C3845-IPVOICE_IVS-M), type the following show command:

            show version

            Step 2   To verify that the configuration is not lost, use the following show command:

            show running-config

            Step 3   Verify that all H.323 End Points are configured to register with Gatekeeper registers properly.
            Step 4   Verify that Cisco Unified Communications Manager registers with Gatekeeper.
            Step 5   Make a call between two end points that use Gatekeeper. Verify that the call is successful and that proper bandwidth is reduced in Gatekeeper for that call.

            Verify Cisco VG224 Upgrade

            After upgrading Cisco VG224, verify the following:

            Procedure
              Step 1   Verify that all configured VG224 ports are registered to Cisco Unified Communications Manager.
              Step 2   Make a call to a VG224 Analog port and verify two way audio is working.
              Step 3   Make a call to a VG224 Analog port and do a hook-flash transfer to an IP Phone.

              Verify Cisco Aironet Access Point Upgrade

              After upgrading Cisco Aironet Access Point 1142, verify the following:

              Procedure
                Step 1   Verify that the 7920 and 7921 phones register with Cisco Unified Communications Manager; and stay registered after the upgrade.
                Step 2   Make a call from IP Phone 7920 and IP Phone 7921 to another IP Phone and ensure audio in both directions.
                Step 3   When the call is active, verify audio in both directions when IP Phone 7920/21 phone roams between Access Points.
                Step 4   Verify that IP Phone 7920/21 phone can register with different types of encryption.

                Verify Network Management Components Upgrade

                After upgrading network management components, verify the following:

                Procedure
                  Step 1   Verify the software version and the build ID using Cisco Works to ensure that the upgrade was successful.
                  Step 2   Ensure that access to the Unified Operations Manager console is still available.
                  Step 3   Ensure that access to all devices managed by Unified Operations Manager is still available.

                  Verify Unified Communications Manager Upgrade

                  After upgrading Unified Communications Manager, verify the following:

                  Procedure
                    Step 1   Verify that no error messages have occurred during the upgrade process.
                    Step 2   Check the upgrade log file for any errors.
                    Step 3   Verify that there is no replication failure between the Publisher and Subscribers.
                    Step 4   Verify that SIP and SCCP IP Phones are registered with Cisco Unified Communications Manager.
                    Step 5   Ensure the following devices are configured correctly:
                    • Gatekeeper
                    • MGCP/H.323 Gateways
                    • Trunks
                    • CTI Route points.
                    Step 6   Ensure the Media Resources (Conference or MTP or Transcoder) are configured correctly by checking their status.
                    Step 7   Verify that the end users are able to connect to their CTI Managers.
                    Step 8   Verify that the license usage is correct as reported in the License Unit Report.
                    Step 9   Verify that services on all servers in the cluster are up.
                    Step 10   Perform the Cisco Unified Communications Manager Publisher and Subscriber process verification through the following RTMT feature verification.
                    Step 11   Verify that the Active Directory integration for user information and authentication is carried out and all users are in place (IP telephony only).

                    Cisco Unified Communications Manager AAR Upgrade Exit Criteria:

                    Verify that AAR configured and working in the system by making a IP to PSTN call (IP telephony only).

                    Cisco Unified Communications Manager Hunt Pilots and List Upgrade Exit Criteria:

                    Verify that Multiple Hunt Pilot and Hunt List are configured and working (IP telephony only).

                    Cisco Unified Communications Manager Attendant Console Upgrade Exit Criteria:

                    Verify that Attendant Console Cisco Unified Business Attendant Console /CUDAC (as applicable) are configured and running (IP telephony only).

                    Cisco Unified Communications Manager IPMA Upgrade Exit Criteria:

                    Verify that Cisco IPMA is configured and running (IP telephony only):

                    1. Verify Manager can intercept incoming call
                    2. Verify all call routed to Assistance
                    3. Verify intercom is working

                    Other Cisco Unified Communications Manager Upgrade Exit Criteria:

                    1. Verify that Extension Mobility is configured and working.
                    2. Verify that IP Phone Services are configured and working.
                    3. Verify that Web Dialer is configured and working (IP telephony only).
                    4. Verify that non Cisco Skinny Video End Points are working (IP telephony only).
                    5. Verify that Client Matter Codes (CMC) and Forced Authorization Codes (FAC) are configured for Route Patterns (IP telephony only).
                    6. Verify that Multilevel Administration (MLA) is configured (IP telephony only).
                    7. Verify that the Active Directory integration for user information and authentication is carried out and all users are in place (IP telephony only).
                    8. Verify that the phones can register in both Encrypted/Authenticated mode (IP telephony only).
                    9. Verify that Device Mobility is configured and working (IP telephony only).
                    10. Verify that CAR is configured and working (IP telephony only).

                    Verify Cisco Unified Communications Manager IM and Presence Service Upgrade

                    After upgrading Cisco Unified Communications Manager IM and Presence Service, verify the following:

                    Procedure
                      Step 1   Verify that no error messages have occurred during the upgrade process.
                      Step 2   Verify that the upgrade log file for any errors.
                      Step 3   Verify that the license usage is correct as reported in the License Unit Report. Using RTMT, Verify that the CPU usage is consistent over 5 minutes of time without any spikes.
                      Step 4   Add other Cisco Unified Personal Communicator clients to a Cisco Unified Personal Communicator client's buddy list.
                      Step 5   Change the presence status of a client and verify that its presence status is updated in the other Cisco Unified Personal Communicator client.

                      Verify Cisco Security Agent Management Console Upgrade

                      After upgrading Cisco Security Agent (CSA) Management Console, verify the following:

                      Procedure
                        Step 1   Ensure that basic functionality of call flows that previously worked before the upgrade work the same and operate normally.
                        Step 2   Verify that the previous configuration still exists after the upgrade.
                        Step 3   Verify that access to the console is still available.
                        Step 4   Verify that all managed devices are visible.

                        Verify Cisco Unified Personal Communicator Upgrade

                        After upgrading Unified Personal Communicator, verify the following:

                        Procedure
                          Step 1   Verify that Unified Personal Communicator is able to derive its soft-phone device name and register with Cisco Unified Communications Manager.
                          Step 2   Establish a video call from the Cisco Unified Personal Communicator client.
                          Step 3   Verify that Cisco Unified Personal Communicator is able to derive its soft-phone device name and register with Cisco Unified Communications Manager.
                          Step 4   Verify that Cisco Unified Personal Communicator in Softphone mode is able to make internal and PSTN calls.
                          Step 5   Verify that Cisco Unified Personal Communicator is able to control IP hard phones.
                          Step 6   Verify that IP Phone Messenger is configured and working.

                          Verify Cisco Unified Mobility Advantage Upgrade

                          After upgrading Cisco Unified Mobility Advantage, verify the following:

                          Procedure
                            Step 1   Register Cisco Unified Mobile Communicator clients with Cisco Unified Mobility Advantage
                            Step 2   Verify that new messages for subscriber are received as voicemail alerts by Cisco Unified Mobile Communicator client.
                            Step 3   Verify that the Cisco Unified Mobile Communicator client receive call log information after the call to the client's desk phone is torn down.

                            Verify Cisco Emergency Responder Upgrade

                            After upgrading Cisco Emergency Responder, verify the following:

                            Procedure
                              Step 1   In the OS Admin page, go to Settings > Version to verify that the correct active and inactive versions are shown.
                              Step 2   Ensure that 911, 912 and 913 Route points are registered in Cisco Unified Communications Manager.
                              Step 3   Ensure that CTI ports for on site security alert are registered in Cisco Unified Communications Manager
                              Step 4   Select Tools > Event Viewer on the Serviceability page to ensure Cisco Emergency Responder did not raise any "SNMP unreachable" alert for any switch or the Cisco Unified Communications Manager.
                              Step 5   In the Serviceability page, select Tools > Control Center and verify that there is no stopped service.
                              Step 6   Ensure that there are no additional phones marked as unlocated by Cisco Emergency Responder after the upgrade.
                              Step 7   In a dual-node deployment, shut down the Primary Cisco Emergency Responder and ensure that the secondary Cisco Emergency Responder takes over. Then restart Primary Cisco Emergency Responder and ensure that the primary Cisco Emergency Responder takes control.
                              Step 8   Ensure that 911, 912 and 913 Route points are registered in Cisco Unified Communications Manager.

                              Verify Cisco Unified IP Phones Upgrade

                              After upgrading Cisco Unified IP Phones, verify the following:

                              Procedure
                                Step 1   Verify that the phones are upgraded to the target firmware images as indicated in the Unified Communications Manager.
                                Step 2   Verify access to the Corporate Directories in the Unified IP Phones.
                                Step 3   Verify that Unified IP Phone services such as Fast Dial, Extension Mobility, and so forth are working properly.

                                Verify Cisco IP Communicator Upgrade

                                After upgrading Cisco IP Communicator, verify the following:

                                Procedure
                                  Step 1   After rebooting the PC, launch IP Communicator and verify that it registers correctly with Unified Communications Manager.
                                  Step 2   Place a call to IP Communicator and verify that the two-way audio works properly.
                                  Step 3   Place outbound, inbound, and PSTN calls from the IP Communicator and verify that the two-way audio works properly.
                                  Step 4   Verify that additional call functionality such as hold, transfers and conferences work correctly. Verify access to the Corporate Directories in the Unified IP Phones.
                                  Step 5   Verify that Unified IP Phone services such as Fast Dial and Extension Mobility are working properly.

                                  Verify Cisco Unified Video Advantage Upgrade

                                  After upgrading Cisco Unified Video Advantage, verify the following:

                                  Procedure
                                    Step 1   After rebooting your PC, launch Cisco Unified Video Advantage.
                                    Step 2   Verify that Cisco Unified Video Advantage finds the Unified Video Advantage phones and becomes associated to them.
                                    Step 3   Verify that you are able to make a call to another Unified Video Advantage phone.
                                    Step 4   Verify that the Video pops-up.
                                    Step 5   Verify that when you put a call on hold, the video disappears, and when you resume the call, the video returns.

                                    Verify Unified Contact Center Express Upgrade

                                    After upgrading Cisco Unified Contact Center Express Solutions, verify the following:

                                    Procedure
                                      Step 1   Verify that no error messages have occurred during the upgrade process.
                                      Step 2   Check the upgrade log file for any errors. Verify that all required services are up after the upgrade.
                                      Step 3   Verify that JTAPI is upgraded to the proper version and that it is properly connected and synchronized to Cisco Unified Communications Manager.
                                      Step 4   Verify that all CTI Ports are registered with Cisco Unified Communications Manager.
                                      Step 5   Verify that all CTI Route Points are registered with Cisco Unified Communications Manager.
                                      Step 6   Verify that a prompt is heard when a call is made.
                                      Step 7   Perform Telephony Synchronization and ensure that it is successful.
                                      Step 8   If you are using CAD desktop, ensure that the desktop auto upgrades to the version bundled with Cisco Unified Contact Center Express Solutions.
                                      Step 9   Log in to IP Phone Agent, CAD Agent and CRSADMIN, and ensure that all logins are successful.
                                      Step 10   Make an inbound call and ensure that the call is presented to Ready Agent.
                                      Step 11   If it is dual node, ensure that one node is Master while other Node is in Slave state.

                                      Verify Cisco Unity Connection Upgrade

                                      After upgrading Unity Connection, verify the following:

                                      Procedure
                                        Step 1   Check the Cisco Unity Connection software version from the CLI using the show cuc command.
                                        Step 2   Check the software version on the active partition from Cisco Unified OS Administration web page.
                                        Step 3   Check the status of the services either from the Serviceability page or through the CLI.
                                        Step 4   Check the status of voicemail ports in Unified Communication Manager.
                                        Step 5   Run the Test Port command from the Port page under Telephony Integrations.
                                        Step 6   Prior to the upgrade, activate the Message Waiting Indicator (MWI) by leaving a voicemail for a subscriber. After the upgrade, refresh the MWI status and verify that the MWI is still on.
                                        Step 7   Create some subscribers and verify that supervised transfers and the MWI functionality work properly.
                                        Step 8   If authentication and encryption have been enabled for the ports, place a call from an endpoint that supports encryption into Unity Connection and verify that the RTP is encrypted.
                                        Step 9   If authentication and encryption have been enabled for the ports, place a call from an endpoint that supports authentication into Unity Connection and verify that the signaling is secure.
                                        Step 10   Make a call to the Unity Connection Subscriber's DN extension and deposit a short voicemail.
                                        Step 11   Retrieve the voicemail and then delete the voice mail from Unity Connection.

                                        Verify Cisco Unity Express Upgrade

                                        After upgrading Unity Express, verify the following:

                                        Procedure
                                          Step 1   Check the Cisco Unity Express software version from the CLI using the show software status command.
                                          Step 2   To verify that Cisco Unity Express is registered to Cisco Unified Communications Manager, use the show ccn status ccm-manager command.
                                          Step 3   Prior to the upgrade, leave a voicemail for a subscriber for message-waiting indication (MWI) to turn on. Perform the upgrade and refresh the MWI status. Check to see if MWI is still on.
                                          Step 4   Configure notification for a subscriber and verify that Cisco Unity Express can place call to the configured extension when there is a new voicemail.
                                          Step 5   Create a subscriber, leave and check a voicemail and delete the subscriber.
                                          Step 6   Make a call to the Unity Express Subscriber's DN extension and deposit a short voicemail.
                                          Step 7   Retrieve the voicemail and then delete the voicemail from Unity Express.

                                          Verify Unified MeetingPlace 7.x Upgrade

                                          After upgrading Unified MeetingPlace 7.x, verify the following:

                                          Procedure
                                            Step 1   Since you cannot upgrade on the internal Cisco Unified MeetingPlace server, to verify if the installation is successful, log in to the Cisco Unified MeetingPlace Application server console as root and type the mpx_version command.
                                            Step 2   To verify all services running, type the mpx_sys status command from the MeetingPlace console or through SSH.
                                            Step 3   Log in to the Cisco Unified MeetingPlace web server, select Home > Admin > Test Server Configuration and check that no error is reported.
                                            Step 4   Log in to the Cisco Unified MeetingPlace web server, schedule audio, web and video. Verify that you are able to dial-in, dial-out, join web and video calls.
                                            Step 5   Log in and schedule audio, web and video meetings through outlook and verify that recipients receive meeting requests and are able to join these meetings.
                                            Step 6   Repeat step 4 for the DMZ (SMA) server.
                                            Step 7   Log in as Conference Manager to the Unified MeetingPlace Application server console and verify that you are able to schedule and attend audio, web and video meetings.

                                            Verify Cisco Unified MeetingPlace 6.x or Earlier Upgrade

                                            After upgrading Unified MeetingPlace 6.x or earlier, verify the following:

                                            Procedure
                                              Step 1   To verify that the Cisco Unified MeetingPlace software version has upgraded, log in to the Cisco Unified MeetingPlace Audio Server and type the swstatus command.
                                              Step 2   To verify that all the other servers (such as Unified MeetingPlace web server, Unified MeetingPlace IPGW, Unified MeetingPlace DMZ and Unified MeetingPlace DS) are registered to the Cisco Unified MeetingPlace Application Server after the upgrade, type the gwstatus command.
                                              Step 3   Log in to "MeetingTime" or "Conference Manager" client software, schedule meetings (audio, web and video) and verify that you are able to dial-in, dial-out of audio meeting, web conference, and video call.
                                              Step 4   To verify that the Cisco Unified MeetingPlace software version has upgraded on the Unified MeetingPlace web server, Unified MeetingPlace IP Gateway, Unified MeetingPlace DMZ, Unified MeetingPlace Outlook and Unified MeetingPlace Video, type the gwstatus command on the Unified MeetingPlace Audio Server.
                                              Step 5   Log in to Cisco Unified MeetingPlace web server through a browser and schedule audio, web and video meetings. Verify that you are able to dial-out, dial-in through web and video endpoints for these meetings.
                                              Step 6   After the upgrade, check the logs in Event Viewer > System Log and Event Viewer > Application Log for any red alert/alarm for Cisco Unified MeetingPlace Web, Unified MeetingPlace IPGW, Unified MeetingPlace DS on Windows server.

                                              Verify Cisco IP Videoconferencing and MCU Upgrade

                                              After upgrading Cisco IP Videoconferencing and MCU, verify the following:

                                              Procedure
                                                Step 1   After you reboot Cisco IP Videoconferencing, verify that it registers to Cisco Unified Communications Manager in SCCP or H.323 mode.
                                                Step 2   When a video end point registers to Cisco Unified Communications Manager, initiate a conference with two other video end points.
                                                Step 3   Verify that all parties can see each other with the configured multiple video window display.
                                                Step 4   Invite one more people to the conference and verify that this person is seen in the video window display.

                                                Verify Stage 1 for Cisco Unified Messaging Gateway

                                                In Stage 1, use the existing subscribers of Cisco Unity Express, Unity Connection, Unity and perform the following:

                                                Procedure
                                                  Step 1   Send and mark a voicemail for a Cisco Unity Express user as urgent.
                                                  Step 2   Successfully retrieve the Cisco Unity Express user's message and delete it.
                                                  Step 3   Send and mark a voicemail for a Cisco Unity Connection user as private.

                                                  Verify Stage 6 for Cisco Unified Messaging Gateway

                                                  In Stage 6, do the following after each messaging component is upgraded:

                                                  Procedure
                                                    Step 1   Send and mark a voicemail for a Cisco Unity Express user as urgent.
                                                    Step 2   Successfully retrieve the Cisco Unity Express user's message and delete it.
                                                    Step 3   Send and mark a voicemail for a Cisco Unity Connection user as private.
                                                    Step 4   Successfully retrieve the Unity Connection user's message and delete it.
                                                    Step 5   Send a voicemail for a Unity Connection user and mark it private and urgent.
                                                    Step 6   Successfully retrieve the Unity user's message and delete it.

                                                    Verify Cisco Unified Service Monitor Upgrade
                                                    Procedure
                                                      Step 1   In the Cisco Unified Service Monitor user interface, go to Configuration > Trap Receivers.
                                                      Step 2   Enter the Community String and IP address of the OM server.
                                                      Step 3   Click ok. Click yes when the message window prompts you, "Do you want this set up?".
                                                      Step 4   Start background load traffic.
                                                      Step 5   In OM Dashboard, launch the Service Quality Alerts report.
                                                      Step 6   In the Cisco Unified Service Monitor GUI, go to Configuration > Trap Receivers.
                                                      Step 7   Enter the Community String and IP address of the OM server.
                                                      Step 8   Click ok. Click yes when the message window prompts you, "Do you want this set up?".
                                                      Step 9   Ensure background load traffic is running.
                                                      Step 10   Verify that the traps are sent to trap receiver.

                                                      Verify Cisco Unified Operation Manager Upgrade
                                                      Procedure
                                                        Step 1   Verify that the devices are in Monitored state.
                                                        Step 2   Stop the Cisco Unified Communications Manager services or trigger a means for the Cisco Unified Operation Manager to generate an alert.
                                                        Step 3   (Optional)Check whether email is generated when the services go down.
                                                        Step 4   Emails are generated based on the severity and setting on Cisco Unified Operation Manager. Emails should be generated for the criteria that was set under Notification.
                                                        Step 5   Check whether Discovery ends after discovering all the devices (sometimes the discovery runs continuously).
                                                        Step 6   Check whether the devices that falls in the subnet range are discovered.
                                                        Step 7   Check whether the filtered IPs are not getting discovered during the process.
                                                        Step 8   Schedule Phone discovery.
                                                        Step 9   After the discovery is complete, verify whether all the above listed phone types are being discovered.
                                                        Step 10   Configure and run Auto Discovery.
                                                        Step 11   After the discovery is complete, verify whether the devices listed in the description are discovered.
                                                        Step 12   Ensure Cisco Unified Operation Manager is able to discover device cap of the device discovered.

                                                        Verify Cisco Unified Service Statistic Manager Upgrade
                                                        Procedure
                                                        Periodically receive reports from Cisco Unified Operation Manager and Cisco Unified Service Monitor.

                                                        Verify Cisco Unified Provisioning Manager Upgrade
                                                        Procedure
                                                          Step 1   Successfully create two new users. One user is for Cisco Unified Communications Manager and Unity, the other user is for Cisco Unified Communications Manager and Unity Connection.
                                                          Step 2   Verify that the same two new users are in Cisco Unified Communications Manager, Unity, and Unity Connection.
                                                          Step 3   Verify a test call to each newly created user's DN.

                                                          Verify Cisco Unified SIP Proxy Upgrade
                                                          Procedure
                                                            Step 1   Verify that SIP calls from Unified CM to Cisco Business Edition through Cisco Unified SIP Proxy is successful .
                                                            Step 2   Verify that SIP calls from Unified CME to Unified CM through Cisco Unified SIP Proxy is successful.
                                                            Step 3   Verify that conference calls between Unified CM and Business Edition through Cisco Unified SIP Proxy is successful.

                                                            Related Documentation

                                                            The following sections list compatibility guides and installation documentation for Cisco Unified Communications System components.

                                                            Related References
                                                            Compatibility guides
                                                            Component release notes and installation and upgrade documentation

                                                            Compatibility Guides

                                                            The following documentation provides information about compatibility of components:

                                                            Component Release Notes and Installation and Upgrade Documentation

                                                            The following table provides references to release notes and installation and upgrade documents for components. These URLs link to web pages that list various release versions of these documents. Review the appropriate documents based on the release versions of the components in your base and target release sets.

                                                            Table 4 Component-Specific Release Notes and Installation and Upgrade Documents

                                                            Components

                                                            Release Notes

                                                            Installation and Upgrade Documents

                                                            Cisco Unified Communications Manager

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html

                                                            Cisco Unity

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2237/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2237/​prod_​installation_​guides_​list.html

                                                            Cisco Unity Express

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5520/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5520/​prod_​installation_​guides_​list.html

                                                            Cisco Unified MeetingPlace

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​ps5664/​ps5669/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​ps5664/​ps5669/​prod_​installation_​guides_​list.html

                                                            Cisco IP/VC 3500 Series Videoconferencing

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​video/​ps1870/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​video/​ps1870/​prod_​installation_​guides_​list.html

                                                            Cisco Unified Video Advantage

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5662/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5662/​prod_​installation_​guides_​list.html

                                                            Cisco Unity Connection

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6509/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6509/​prod_​installation_​guides_​list.html

                                                            Cisco Unified IP Phone 9900 Series

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10453/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10453/​prod_​installation_​guides_​list.html

                                                            Cisco Unified IP Phone 8900 Series

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10451/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10451/​prod_​installation_​guides_​list.html

                                                            Cisco Unified IP Phone 7900 Series

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​phones/​ps379/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps646/​prod_​installation_​guides_​list.html

                                                            Cisco Unified IP Phone 6900 Series

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10326/​prod_​release_​notes_​list.html

                                                            Cisco Unified IP Phone 3900 Series

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps7193/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps7193/​prod_​installation_​guides_​list.html

                                                            Cisco Unified Operations Manager

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6535/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6535/​prod_​installation_​guides_​list.html

                                                            Cisco Unified Communications Manager IM and Presence Service (formerly Cisco Unified Presence)

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6837/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6837/​prod_​installation_​guides_​list.html

                                                            Cisco Unified Service Monitor

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6536/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps6536/​prod_​installation_​guides_​list.html

                                                            Cisco Virtualization Experience Clients

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps11582/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps11582/​prod_​installation_​guides_​list.html

                                                            Cisco Cius

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps11156/​tsd_​products_​support_​install_​and_​upgrade.html

                                                            Cisco IP Communicator

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5475/​prod_​release_​notes_​list.html

                                                            Cisco Unified Contact Center Express

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​custcosw/​ps1846/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​custcosw/​ps1846/​prod_​installation_​guides_​list.html

                                                            Cisco Emergency Responder

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps842/​prod_​release_​notes_​list.html

                                                            Cisco Unified Survivable Remote Site Telephony

                                                            http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2169/​prod_​installation_​guides_​list.html

                                                            Cisco Catalyst 6500 Series Switches

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps708/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps708/​prod_​installation_​guides_​list.html

                                                            Cisco IOS Software Releases 15.1

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps10592/​prod_​release_​notes_​list.html

                                                            Cisco 1861 Integrated Services Router

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps5853/​prod_​installation_​guides_​list.html

                                                            Cisco 3800 Series Voice Gateways

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps5855/​prod_​release_​notes_​list.html

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps5855/​prod_​installation_​guides_​list.html

                                                            Cisco 2800 Series Voice Gateways

                                                            http:/​/​www.cisco.com/​en/​US/​products/​ps5854/​prod_​installation_​guides_​list.html

                                                            Cisco 4451-X Integrated Services Router

                                                            http:/​/​www.cisco.com/​en/​US/​docs/​routers/​access/​4400/​release/​notes/​isr4451rn.pdf

                                                            http:/​/​www.cisco.com/​en/​US/​docs/​routers/​access/​4400/​hardware/​installation/​guide/​C4400isr.pdf


                                                            System Upgrade

                                                            Contents

                                                            System Upgrade

                                                            This chapter discusses in detail the upgrade sequence for all of the IP telephony components that are configured in various deployment models for Cisco Unified Communications System Release 9.0(1).

                                                            Upgrade procedures for individual IP telephony components are not described in this document as they are available in individual component upgrade product documents.


                                                            Note


                                                            The following upgrade strategies are recommendations only. No formal upgrade testing was done for the UC 9.0 system release.



                                                            Note


                                                            Many of the IP telephony component names have changed as part of Cisco Unified Communications System releases. The latest product names are used in this document, even when referencing products from previous releases.


                                                            Related Information

                                                            IP Telephony Deployment Models

                                                            The upgrade procedures in this document are tailored for each deployment model in the IP telephony test environment, because each site includes different components.

                                                            Unified Communications Manager IP Telephony Models

                                                            This section provides the upgrade procedures for the various IP telephony components in the enterprise deployment models.

                                                            Detailed information about IP telephony deployments and site models that are tested for the target release is available at: http:/​/​www.cisco.com/​iam/​unified/​ipt901/​Review_​Tested_​Site_​Models.htm

                                                            The following deployment models were tested in the Cisco Unified Communications System IP telephony test environment:

                                                            • Single-site or campus deployment model
                                                            • Multisite centralized with SRST model
                                                            • Multisite WAN distributed model
                                                            • Clustering over WAN model

                                                            Choose the deployment model that best matches your deployment to understand the upgrade process that best applies to your environment. The following sections provide the general upgrade sequence for the components in the each deployment model and provide other detailed upgrade procedures.

                                                            After you determine the general upgrade sequence, use one of the upgrade strategies that is described in IP Telephony Component Upgrades to upgrade your components.

                                                            Single-Site or Campus Deployment Model

                                                            In an IP telephony single-site (campus) deployment model, upgrade the components in the following order:

                                                            1. Infrastructure components such as:
                                                              • Core and access switches and routers
                                                              • Security components such as Cisco Adaptive Security Appliance
                                                              • Wireless LAN Controllers and Access Points
                                                            2. Gatekeepers and data/voice gateways:
                                                              • Cisco Unified Communication Manager Express
                                                              • IOS Gateways (MGCP, H.323, SIP)
                                                              • IOS based transcoders and conference bridges
                                                              • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                              • Gatekeepers
                                                              • Cisco Unified Border Element (formerly IPIPGW)
                                                              • Cisco Unified SIP Proxy
                                                              • Analog Phone Gateways (VG224, VG30D)
                                                              • Cisco Aironet Access Points and Wireless Access Points
                                                            3. Network management tools such as Cisco Unified Operations Manager, Cisco Unified Service Monitor, Cisco Unified Service Statistics Manager, Cisco Unified Provisioning Manager.
                                                            4. Call processing components. The following components should be upgraded first in the following order:
                                                              1. Cisco Unified Communications Manager
                                                              2. Cisco Unified Communications Manager IM and Presence Service
                                                              3. JTAPI on client applications (if necessary)
                                                              4. Cisco Security Agent and virus scanning software
                                                              5. Cisco Unified IP Phones Firmware (if needed) including ATA
                                                              The following call processing components can be upgraded in any order:
                                                              • Cisco Emergency Responder and Music On Hold
                                                              • Cisco IP Communicator and Cisco Unified Personal Communicator
                                                              • Cisco Unified Video Advantage (Video PC endpoint)
                                                              • Cisco UC Integration for Microsoft Office Communicator
                                                            5. Queuing and self-service components such as Cisco Unified Contact Center Express and Cisco Unified Intelligence Suite.
                                                            6. Cisco Messaging components such as, Cisco Unity Express, Domain Controller (including Active Directory), Cisco Unity Connection.
                                                            7. Cisco Unified MeetingPlace components
                                                            8. Video Endpoints SCCP/SIP/H.323/H.320 and IP/VC gateways and MCU
                                                            9. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

                                                            Multisite Centralized with SRST Model

                                                            You must first upgrade central sites followed by the remote SRST sites in the multisite centralized model.

                                                            Central Site

                                                            In each central site, upgrade the components in the following order:

                                                            1. Infrastructure components such as:
                                                              • Core and access switches and routers
                                                              • Security components such as Cisco Adaptive Security Appliance
                                                              • Wireless LAN Controllers and Access Points
                                                            2. Gatekeepers and data/voice gateways:
                                                              • Cisco Unified Communication Manager Express
                                                              • PSTN Gateways (IOS)
                                                              • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                              • Gatekeepers

                                                                Note


                                                                Gatekeeper licensing required for 3800 series integrated services routers.


                                                              • Cisco Unified Border Element (formerly IPIPGW)
                                                              • Analog Phone Gateways (VG224, VG30D)
                                                              • Cisco Aironet Access Points
                                                            3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
                                                            4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
                                                            5. Cisco Emergency Responder and Music On Hold
                                                            6. Cisco Unified Personal Communicator and Cisco IP Communicator
                                                            7. Unified Contact Center Express
                                                            8. Cisco Unified MeetingPlace components
                                                            9. Video components
                                                            10. Cisco applications co-resident on Media Convergence servers (MCSs) (such as Cisco Security Agent, JTAPI software)
                                                            11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP))
                                                            12. Cisco and third-party adjunct applications or endpoints on other servers
                                                            Remote Site

                                                            In each remote site, upgrade the components in the following order:

                                                            1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
                                                            2. Analog Voice Gateways (VG224, VG30D)
                                                            3. PSTN Gateways (IOS)
                                                            4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
                                                            5. Cisco Unified Communications Manager Express or Unified SRST router/SRSV, Cisco Unified IP Phones, Cisco IP Communicator
                                                            6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                            7. SCCP/SIP/H.323/H.320 video endpoints

                                                            Multisite WAN Distributed Model

                                                            The multisite distributed model includes several Cisco Unified Communications Manager cluster sites interconnected by ICT or H.323 trunks.


                                                            Note


                                                            You should treat the upgrade of each site as a separate stage in the overall upgrade process.


                                                            Upgrade the components within each site in the following order:

                                                            1. Infrastructure components such as:
                                                              • Core and access switches and routers
                                                              • Security components such as Cisco Adaptive Security Appliance
                                                              • Wireless LAN Controllers and Access Points
                                                            2. Gatekeepers and data/voice gateways:
                                                              • Cisco Unified Communication Manager Express
                                                              • PSTN Gateways (IOS)
                                                              • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                              • Gatekeepers
                                                              • Cisco Unified Border Element (formerly IPIPGW)
                                                              • Analog Phone Gateways (VG224, VG230D)
                                                              • Cisco Aironet Access Points
                                                            3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
                                                            4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
                                                            5. Cisco Emergency Responder and Music On Hold
                                                            6. Cisco Unified Personal Communicator and Cisco IP Communicator
                                                            7. Unified Contact Center Express
                                                            8. Cisco Unified MeetingPlace components
                                                            9. Video components
                                                            10. Cisco applications co-resident on MCSs (such as Cisco Security Agent, JTAPI software)
                                                            11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP))
                                                            12. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

                                                            In each remote site, upgrade the components in the following order:

                                                            1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
                                                            2. Analog Voice Gateways (VG224, VG30D)
                                                            3. PSTN Gateways (IOS)
                                                            4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
                                                            5. Cisco Unified Communications Manager Express or Unified SRST router, Cisco Unified IP Phones, Cisco IP Communicator
                                                            6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                            7. SCCP/SIP/H.323/H.320 video endpoints

                                                            Clustering over WAN Model

                                                            In the IP telephony clustering over the WAN model, upgrade the components in the following order:

                                                            1. Infrastructure components such as:
                                                              • Core and access switches and routers
                                                              • Security components such as Cisco Adaptive Security Appliance
                                                              • Wireless LAN Controllers and Access Points
                                                            2. Gatekeepers and data/voice gateways:
                                                              • Cisco Unified Communication Manager Express
                                                              • PSTN Gateways (IOS)
                                                              • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                              • Gatekeepers
                                                              • Cisco Unified Border Element (formerly IPIPGW)
                                                              • Analog Phone Gateways (VG224, VG30D)
                                                              • Cisco Aironet Access Points
                                                            3. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor.
                                                            4. Cisco Unified Communications Manager, Cisco Unified Communications Manager IM and Presence Service and Cisco Unified IP Phones
                                                            5. Cisco Emergency Responder and Music On Hold
                                                            6. Cisco Unified Personal Communicator and Cisco IP Communicator
                                                            7. Unified Contact Center Express
                                                            8. Cisco Unified MeetingPlace components
                                                            9. Video components
                                                            10. Cisco applications coresident on Media Convergence Servers (MCSs) (such as Cisco Security Agent, JTAPI software)
                                                            11. Third-party on-board agents on MCS servers (such as antivirus, Backup agent, Management agent (SNMP)
                                                            12. Cisco and third-party adjunct applications or endpoints on other servers (such as SCCP video endpoints)

                                                            If there are any remote sites, upgrade the components in those sites in the following order:

                                                            1. Infrastructure components including switches, routers and security components such as Cisco Adaptive Security Appliance
                                                            2. Analog Voice Gateways (VG224, VG30D)
                                                            3. PSTN Gateways (IOS)
                                                            4. Network management tools such as Cisco Unified Operations Manager and Cisco Unified Service Monitor
                                                            5. Cisco Unified Communications Manager Express or Unified SRST router, Cisco Unified IP Phones, Cisco IP Communicator
                                                            6. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                            7. SCCP/SIP/H.323/H.320 video endpoints

                                                            Cisco Business Edition IP Telephony Models

                                                            This section provides the general installation sequence for the various IP telephony components in midmarket business deployment models.

                                                            For more detailed information about these IP telephony deployment models, see: http:/​/​www.cisco.com/​iam/​unified/​ipt901/​Review_​Tested_​Site_​Models.htm

                                                            Multisite Centralized with SRST or SRSV Model

                                                            A multisite centralized with SRST deployment refers to any scenario in which call processing servers (for example, Cisco Business Edition) are located at the same site, while any combination of voice gateways, and phones are located remotely across a WAN link or centrally.

                                                            You must first upgrade central sites followed by the remote SRST sites in the multisite centralized model.

                                                            In each central site, upgrade the components in the following order:

                                                            1. Infrastructure Components such as:
                                                              • Core switches
                                                              • Access switches
                                                              • Security Components
                                                              • Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                              • Cisco Wireless LAN Controller(s) and Access Points
                                                            2. Call processing components such as:
                                                              • Cisco Unified Communications Manager IM and Presence Service
                                                              • Cisco Business Edition
                                                              • Cisco Unified Communications Manager

                                                                Note


                                                                Upgrade of Cisco Unified Communication Manager in a Cisco Unified Business Edition site includes upgrading the co-resident Unity Connection on a UCS C-series server.


                                                              • Cisco Unified IP Phones
                                                              • Cisco IP Communicator
                                                              • Cisco Unified Personal Communicator
                                                            3. Media resource components such as:
                                                              • Music on Hold
                                                              • Transcoders
                                                              • Conferences Bridges
                                                              • Media Termination Points (MTPs)
                                                              • RSVP agents
                                                            4. Cisco Unified Contact Center Express, Cisco Unified IP Phone Agents
                                                            5. Cisco Unity Connection and optional Voice Recognition Server
                                                            6. Cisco Unified Business Attendant Console

                                                            For each remote site, install components in the following order:

                                                            1. Access switches
                                                            2. Security Components
                                                            3. Cisco Wireless LAN Controller(s) and Access Points
                                                            4. Cisco Unified Survival Remote Site Telephony Router, Cisco Unified IP Phones, Cisco IP Communicator
                                                            5. Cisco Unified Videoconferencing gateway and Multipoint Control Units (MCU)
                                                            6. SCCP/SIP/H.323/H.320 video endpoints
                                                            7. Cisco Computer Telephony Interface (CTI) OS Agent and Supervisor Desktop
                                                            8. Cisco Unified Business Attendant Console and Cisco Unified Department Attendant Console

                                                            IP Telephony Component Upgrades

                                                            This section describes the following upgrade strategies for IP telephony components:

                                                            • Single-stage upgrade—Recommended for small single-site or multisite installations.
                                                            • Multistage system upgrade—Recommended for medium or large single-site and medium multisite installations.
                                                            • Multisite Migration—To upgrade large, multisite IP telephony installations to the Cisco Unified Communications System release set using the multisite migration upgrade strategy, you can use either the single-stage or multistage system upgrade procedures listed in the respective sections.

                                                            See System Upgrade Planning for detailed information about these upgrade strategies and see System Upgrade Preparation for the software release versions of the components involved in the upgrade. For more information about the number of seats in these various types of sites, see System Upgrade Planning.

                                                            The upgrade paths that are available for upgrading IP telephony components are defined in System Upgrade Paths to Cisco Unified Communications System Release 9.0(1) in System Upgrade Planning.

                                                            When performing the upgrade of each component, see the product-specific upgrade document for detailed information. See the Related Documentation section for a list of URLs for component-specific release notes and installation and upgrade documents.

                                                            Single-Stage Upgrade

                                                            The single-stage upgrade process is recommended for small single-site and small multisite installations. This upgrade process can be performed in a single maintenance window, which allows you to upgrade components in a relatively short time and with no loss of functionality.

                                                            See System Upgrade Preparation for the software release versions of the components involved in the upgrade. Based on your environment and the base release set deployed in your network, upgrade the components in the order listed in the following table.

                                                            Table 1 Single-Stage Upgrade Order for IP Telephony Components

                                                            Component to Upgrade

                                                            Upgrade Order for Base Release Set 8.6(1)

                                                            Cisco Catalyst 6506 (core switch)

                                                            1

                                                            Cisco Catalyst 6509/35241 (access switch)

                                                            2

                                                            Cisco Adaptive Security Appliance

                                                            3

                                                            Cisco Unified Communications Manager cluster (Cisco Unified IP Phones, Cisco Catalyst 6500/6000 Gateways, Cisco IP Communicator, and Cisco ATA186/188/187 analog telephony adapters are upgraded with cluster)

                                                            4

                                                            Unified Contact Center Express

                                                            5

                                                            Cisco Unified Communications Manager IM and Presence Service

                                                            6

                                                            Cisco Emergency Responder

                                                            7

                                                            Cisco Unified Communications Manager Express

                                                            8

                                                            Cisco IOS Gateway

                                                            9

                                                            Cisco Communications Media Module

                                                            10

                                                            Cisco VG224 (analog phone gateway)

                                                            11

                                                            Cisco VG30D (analog phone gateway)

                                                            12

                                                            Cisco IOS Gatekeeper

                                                            13

                                                            Cisco Unified MeetingPlace components

                                                            14

                                                            Cisco Unity Connection

                                                            15

                                                            Domain Controller (including Active Directory)

                                                            16

                                                            SCCP/ SIP / H.323/ H.3202 Video Endpoints

                                                            17

                                                            Cisco Unified Videoconferencing Gateway3 and Cisco Unified Videoconferencing System MCUs

                                                            18

                                                            Cisco Unified VideoAdvantage (Video PC Endpoint)

                                                            19

                                                            Cisco Aironet Access Point

                                                            20

                                                            Cisco Unified Personal Communicator

                                                            21

                                                            Cisco applications co-resident on MCS servers

                                                            22

                                                            Third-party on-board agents on MCS servers

                                                            23

                                                            Cisco and third-party applications on other servers

                                                            24

                                                            1 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.
                                                            2 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.
                                                            3 Tested in EUEM (European & Emerging Markets) site models only during Cisco Unified Communications System testing.

                                                            Multistage System Upgrade

                                                            A multistage system upgrade is the recommended approach for medium and large single-site and medium multisite installations. In this upgrade process, components are grouped for upgrading in several stages or maintenance windows. Within each maintenance window, there is a recommended order for upgrading each component.

                                                            The grouping of the components into the stages may vary depending on the size of the networks being upgraded. For smaller networks, several maintenance windows may be collapsed into a single maintenance window. Additional stages may be necessary for larger sites.

                                                            After each maintenance window and before initiating the next upgrade stage, we recommend that you verify that the operation of all basic and critical call types remains unaffected. We also recommend that you maintain a list of the components that have been upgraded and the ones yet to be upgraded.

                                                            If you are upgrading from the following base release set:

                                                            • Cisco Unified Communications System Release 8.6(1) to Release 9.0(1)—You will be running Unified CCX 8.5(1) SU1 and Unified Communications Manager Release 8.6(1a). You can directly proceed with the upgrade recommendations listed below

                                                            Cisco recommends the following two upgrade options:

                                                            • Same Maintenance Window—You can upgrade all the call processing components first and Unified CCX 8.5(1) next in the same maintenance window. Be aware that time estimates for this option are approximately 16 hours.
                                                            • Different Maintenance Windows—You should upgrade Unified CCX to Release 9.0(1) before upgrading Unified Communications Manager Release 9.0(1).

                                                            Multistage System Upgrade Order for IP Telephony Components from Release 8.6(1) to 9.0(1)

                                                            Table 2 Multistage System Upgrade Order for IP Telephony Components from Release 8.6(1) to 9.0(1)

                                                            Stage

                                                            Component Grouping

                                                            Upgrade Order for IP Telephony Components within Stage

                                                            Exit Criteria for the Stage

                                                            1

                                                            Switches, routers and security components

                                                            1. Core Switches4
                                                            2. Access Switch5
                                                            3. Cisco security components - Adaptive Security Appliance (ASA) 5540

                                                            Verify the following exit criteria for Stage 1:

                                                            1. Verify Switches and Routers Upgrade
                                                            2. Verify Security Components Upgrade

                                                            2

                                                            Gatekeepers and IOS gateways

                                                            1. Cisco Unified Communications Manager Express
                                                            2. IOS Gateway (MGCP, H.3236, and SIP)
                                                            3. Cisco VG224 (analog voice gateway)
                                                            4. IOS based transcoders and conference bridges
                                                            5. Cisco Unified Border Element
                                                            6. IOS Gatekeeper
                                                            7. Cisco Aironet Access Point 1142
                                                            8. Lightweight Wireless Access Points
                                                            9. Cisco Unified SIP Proxy

                                                            Verify the following exit criteria for Stage 2:

                                                            1. Verify Gatekeepers and Voice and Data Gateways Upgrade
                                                            2. Verify Unified Communications Manager Express Upgrade
                                                            3. Verify Cisco IOS Gatekeeper and Cisco Unified Border Element Upgrade
                                                            4. Verify Cisco VG224 Upgrade
                                                            5. Verify Cisco Aironet Access Point Upgrade

                                                            3

                                                            Network management

                                                            1. Cisco Unified Operations Manager
                                                            2. Cisco Unified Service Monitor
                                                            3. Cisco Unified Service Statistics Monitor
                                                            4. Cisco Unified Provisioning Manager

                                                            Verify the following exit criteria for Stage 3:

                                                            1. Verify Network Management Components Upgrade
                                                            2. Verify Cisco Unified Service Monitor Upgrade
                                                            3. Verify Cisco Unified Operation Manager Upgrade
                                                            4. Verify Cisco Unified Service Statistic Manager Upgrade
                                                            5. Verify Cisco Unified Provisioning Manager Upgrade

                                                            4

                                                            Call processing

                                                            Components upgraded first and in order:

                                                            1. Cisco Unified Communications Manager7
                                                            2. Cisco Unified Communications Manager IM and Presence Service 8
                                                            3. Upgrade JTAPI if necessary on client applications
                                                            4. CSA and virus scanning software
                                                            5. Cisco Unified IP Phones Firmware (if needed) (including ATA and 6608)

                                                            Components below may be upgraded in any order after completion of upgrades above:

                                                            • Cisco Emergency Responder
                                                            • Cisco IP Communicator
                                                            • Cisco Unified Personal Communicator9
                                                            • Cisco VT Advantage (Video PC Endpoint)

                                                            Cisco recommends that Cisco Unified CCX upgrade is performed in the same upgrade stage as Cisco Unified Communications Manager.

                                                            1. Install Cisco Unified Contact Center Express

                                                            Verify the following exit criteria for Stage 4:

                                                            1. Verify Unified Communications Manager Upgrade
                                                            2. Verify Cisco Unified Communications Manager IM and Presence Service Upgrade
                                                            3. Verify Cisco Security Agent Management Console Upgrade
                                                            4. Verify Cisco Unified IP Phones Upgrade
                                                            5. Verify Cisco Emergency Responder Upgrade
                                                            6. Verify Cisco IP Communicator Upgrade
                                                            7. Verify Cisco Unified Personal Communicator Upgrade
                                                            8. Verify Cisco Unified Video Advantage Upgrade

                                                            Verify the following exit criteria after installing Cisco Unified CCX:

                                                            1. Verify Unified Contact Center Express Upgrade

                                                            5

                                                            Voice mail and Unified Messaging

                                                            1. Cisco Unity Express
                                                            2. Domain Controller (including Active Directory)
                                                            3. Cisco Unity Connection10, 11

                                                            Verify the following exit criteria for Stage 5:

                                                            1. Verify Cisco Unity Connection Upgrade
                                                            2. Verify Cisco Unity Express Upgrade

                                                            6

                                                            Conferencing

                                                            1. Cisco Unified MeetingPlace
                                                            2. Migrate Cisco Unified MeetingPlace Express Release 2.1.2 to Cisco Unified MeetingPlace Release 8.5(2). For more information, see the Migration to Cisco Unified MeetingPlace 8.5(3)MR1 from Cisco Unified MeetingPlace Express section.

                                                            Verify the following exit criteria for Stage 6:

                                                            1. Verify Unified MeetingPlace 7.x Upgrade
                                                            2. Verify Cisco Unified MeetingPlace 6.x or Earlier Upgrade

                                                            7

                                                            Videoconferencing

                                                            1. SCCP/ H.323 /H.32012 Video Endpoints
                                                            2. IP/VC Gateway13 and MCUs

                                                            Verify the following exit criteria for Stage 7:

                                                            Verify Cisco IP Videoconferencing and MCU Upgrade

                                                            8

                                                            Cisco and third-party Applications resident on other servers

                                                            Depends on the applications being upgraded

                                                            9

                                                            Install new components

                                                            10

                                                            Remove obsolete or end-of-life components

                                                            4 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            5 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            6 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            7 Upgrading Cisco Business Edition includes upgrading co-resident Cisco Unity Connection.
                                                            8 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            9 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            10 This component is included in Cisco Business Edition deployments in EUEM site model.
                                                            11 Upgrading Cisco Business Edition includes upgrading co-resident Cisco Unity Connection.
                                                            12 Applies to EUEM deployments only
                                                            13 Applies to EUEM deployments only

                                                            Exit Criteria for Multistage System Upgrade Stages

                                                            The following table provides exit criteria you need to execute after completing each system upgrade stage.

                                                            Table 3 System Upgrade Stages and Exit Criteria Matrix

                                                            Component Grouping

                                                            Multistage System Upgrade Stage

                                                            1

                                                            2

                                                            3

                                                            4

                                                            5

                                                            6

                                                            7

                                                            8

                                                            Switches and Routers Upgrade Exit Criteria

                                                            X

                                                            Security Components Exit Criteria

                                                            X

                                                            Gatekeepers and Voice and Data Gateways Exit Criteria

                                                            X

                                                            Unified Communications Manager Express Upgrade Exit Criteria

                                                            X

                                                            Cisco IOS Gatekeeper and Cisco Unified Border Element (formerly IPIPGW) Upgrade Exit Criteria

                                                            X

                                                            Cisco VG248; Cisco VG224 Upgrade Exit Criteria

                                                            Cisco VG30D

                                                            X

                                                            Cisco Aironet Access Point 1142 Upgrade Exit Criteria

                                                            X

                                                            Network Management Components Upgrade Exit Criteria

                                                            X

                                                            Unified Communications Manager Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Communications Manager IM and Presence Service Upgrade Exit Criteria

                                                            X

                                                            Cisco Security Agent (CSA) Management Console Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Personal Communicator Upgrade Exit Criteria

                                                            X

                                                            Cisco Emergency Responder Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified IP Phones Upgrade Exit Criteria

                                                            X

                                                            Cisco IP Communicator Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Video Advantage Upgrade Exit Criteria

                                                            X

                                                            Unified Contact Center Express Upgrade Exit Criteria

                                                            X

                                                            Cisco Unity Connection Upgrade Exit Criteria

                                                            X

                                                            Cisco Unity Express Upgrade Exit Criteria

                                                            X

                                                            Unified MeetingPlace 7.x Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified MeetingPlace 6.x or Earlier Upgrade Exit Criteria

                                                            X

                                                            Cisco IP Videoconferencing and MCU Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Messaging Gateway Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Service Monitor Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Operation Manager Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Service Statistics Manager Upgrade Exit Criteria

                                                            X

                                                            Cisco Unified Provisioning Manager Upgrade Exit Criteria

                                                            X

                                                            Cisco UC Integration™ for Microsoft Office Communicator

                                                            Verify Switches and Routers Upgrade

                                                            After upgrading core routers and switches, verify the following:

                                                            Procedure
                                                              Step 1   Check the buffer log or console for error messages.
                                                              Step 2   Verify that a dump file was not created in the flash memory.
                                                              Step 3   Use the show running-config command to verify that previous configuration was not deleted during the upgrade process.
                                                              Step 4   Use the show ip interface brief command to verify that configured interfaces are in up/up state.
                                                              Step 5   Verify that the Unified IP Phones connected to the switches are powered up and register correctly with their primary Unified Communications Manager node.

                                                              Verify Security Components Upgrade

                                                              After upgrading Cisco Catalyst 6500 Services Switch and Cisco Adaptive Security Appliance (ASA), verify the following:

                                                              Procedure
                                                                Step 1   In a deployment where Unified Communications Manager servers are separated by a Adaptive Security Appliance (ASA), place a call from a Unified IP Phone that is registered to one Unified Communications Manager to a Unified IP Phone that is registered to another Unified Communications Manager.
                                                                Step 2   When Unified CM servers are inside the Firewall, make a call between outside and inside phones of the same Unified CM cluster. After the call is completed and disconnected, perform a factory reset of the outside phone. Verify that the outside phone can successfully register with Cisco Unified Communications Manager.
                                                                Step 3   Repeat the above step for SIP phone.
                                                                Step 4   (For IP telephony only) Update the Call Forward All (CFA) entry for a Unified IP Phone in a Unified Communications Manager cluster and verify that the update also happens in the other Unified Communications Manager when the Unified Communications Manager servers are separated by ASA.
                                                                Step 5   Verify that database replication is successful between Unified Communications Manager servers which are separated by ASA.
                                                                Step 6   Verify that all voice gateways outside of the firewall can register with Unified Communications Manager within the firewall.

                                                                Verify Gatekeepers and Voice and Data Gateways Upgrade
                                                                After upgrading IOS Gateways, verify the following:
                                                                Procedure
                                                                  Step 1   At the Cisco IOS exec level, execute the CLI commands.
                                                                  • To verify that the upgraded IOS target image is running:

                                                                    show version

                                                                  • To verify that the boot system is configured to boot the correct image:

                                                                    show running-config

                                                                  • To verify that configuration done previously (i.e. H.323/SIP dial-peer and MGCP) is not lost.

                                                                    show running-config

                                                                  • To verify that the ISDN connection status is at MULTIFRAME_ESTABLISHED:

                                                                    show isdn status

                                                                  • To verify that configured interfaces are in up/up state:

                                                                    show ip interface brief

                                                                  • To verify a manually placed incoming call:

                                                                    show isdn history

                                                                  • To verify IP routing from branch site to a data center:

                                                                    ping or traceroute

                                                                  • To verify IP routing from one branch site to another branch site:

                                                                    ping or traceroute

                                                                  Step 2   Ensure that all MGCP end points (FXS, FXO, PRI, T1 CAS and BRI) are properly registered with Unified Communications Manager.

                                                                  IOS MGCP gateways upgrade exit criteria:

                                                                  1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through MGCP Gateway. IP (SCCP and SIP) <-> PSTN via MGCP Gateway.
                                                                  2. Put the call on hold and then resume the call.
                                                                  3. Verify that the PSTN user hears MOH when the call is on hold.

                                                                  IOS SIP gateways upgrade exit criteria:

                                                                  1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through SIP Gateway. IP (SCCP and SIP) <-> PSTN via SIP Gateway.
                                                                  2. Put the call on hold and then resume the call.
                                                                  3. Verify that the PSTN user hears MOH when the call is on hold.

                                                                  IOS H.323 gateways upgrade exit criteria:

                                                                  1. From the PSTN make an inbound call to an IP Phone in Cisco Unified Communications Manager through an H.323 Gateway. IP (SCCP and SIP) <-> PSTN via H.323 Gateway.
                                                                  2. Put the call on hold and then resume the call.
                                                                  3. Verify that the PSTN user hears MOH when the call is on hold.

                                                                  Verify Unified Communications Manager Express Upgrade

                                                                  After upgrading Unified Communications Manager Express, verify the following:

                                                                  Procedure
                                                                    Step 1   To check the Cisco Unified Communications Manager Express version running on the box, type the following show command:

                                                                    Example:

                                                                    show telephony-service

                                                                    Step 2   Verify that the phones register to Cisco Unified Communications Manager Express after the upgrade.
                                                                    Step 3   Verify if you are able to make internal and PSTN calls from IP Phones.
                                                                    Step 4   Call From Phone A to Phone B which is CFA/CFNA to a PSTN Number.
                                                                    Step 5   Test calls to Shared Line.
                                                                    Step 6   Verify that you can call VM (either Cisco Unity or Cisco Unity Express) from an IP Phone.
                                                                    Step 7   Verify call-blocking functionality in Cisco Unified Communications Manager Express.
                                                                    Step 8   Verify the Cisco Unified Communications Manager Express DN Overlay functionality.

                                                                    Verify Cisco IOS Gatekeeper and Cisco Unified Border Element Upgrade

                                                                    After upgrading Cisco IOS Gatekeeper and Cisco Unified Border Element (formerly IPIPGW), verify the following:

                                                                    Procedure
                                                                      Step 1   To verify the running IVS version of IOS Image (for example, Cisco IOS Software, 3800 Software (C3845-IPVOICE_IVS-M), type the following show command:

                                                                      show version

                                                                      Step 2   To verify that the configuration is not lost, use the following show command:

                                                                      show running-config

                                                                      Step 3   Verify that all H.323 End Points are configured to register with Gatekeeper registers properly.
                                                                      Step 4   Verify that Cisco Unified Communications Manager registers with Gatekeeper.
                                                                      Step 5   Make a call between two end points that use Gatekeeper. Verify that the call is successful and that proper bandwidth is reduced in Gatekeeper for that call.

                                                                      Verify Cisco VG224 Upgrade

                                                                      After upgrading Cisco VG224, verify the following:

                                                                      Procedure
                                                                        Step 1   Verify that all configured VG224 ports are registered to Cisco Unified Communications Manager.
                                                                        Step 2   Make a call to a VG224 Analog port and verify two way audio is working.
                                                                        Step 3   Make a call to a VG224 Analog port and do a hook-flash transfer to an IP Phone.

                                                                        Verify Cisco Aironet Access Point Upgrade

                                                                        After upgrading Cisco Aironet Access Point 1142, verify the following:

                                                                        Procedure
                                                                          Step 1   Verify that the 7920 and 7921 phones register with Cisco Unified Communications Manager; and stay registered after the upgrade.
                                                                          Step 2   Make a call from IP Phone 7920 and IP Phone 7921 to another IP Phone and ensure audio in both directions.
                                                                          Step 3   When the call is active, verify audio in both directions when IP Phone 7920/21 phone roams between Access Points.
                                                                          Step 4   Verify that IP Phone 7920/21 phone can register with different types of encryption.

                                                                          Verify Network Management Components Upgrade

                                                                          After upgrading network management components, verify the following:

                                                                          Procedure
                                                                            Step 1   Verify the software version and the build ID using Cisco Works to ensure that the upgrade was successful.
                                                                            Step 2   Ensure that access to the Unified Operations Manager console is still available.
                                                                            Step 3   Ensure that access to all devices managed by Unified Operations Manager is still available.

                                                                            Verify Unified Communications Manager Upgrade

                                                                            After upgrading Unified Communications Manager, verify the following:

                                                                            Procedure
                                                                              Step 1   Verify that no error messages have occurred during the upgrade process.
                                                                              Step 2   Check the upgrade log file for any errors.
                                                                              Step 3   Verify that there is no replication failure between the Publisher and Subscribers.
                                                                              Step 4   Verify that SIP and SCCP IP Phones are registered with Cisco Unified Communications Manager.
                                                                              Step 5   Ensure the following devices are configured correctly:
                                                                              • Gatekeeper
                                                                              • MGCP/H.323 Gateways
                                                                              • Trunks
                                                                              • CTI Route points.
                                                                              Step 6   Ensure the Media Resources (Conference or MTP or Transcoder) are configured correctly by checking their status.
                                                                              Step 7   Verify that the end users are able to connect to their CTI Managers.
                                                                              Step 8   Verify that the license usage is correct as reported in the License Unit Report.
                                                                              Step 9   Verify that services on all servers in the cluster are up.
                                                                              Step 10   Perform the Cisco Unified Communications Manager Publisher and Subscriber process verification through the following RTMT feature verification.
                                                                              Step 11   Verify that the Active Directory integration for user information and authentication is carried out and all users are in place (IP telephony only).

                                                                              Cisco Unified Communications Manager AAR Upgrade Exit Criteria:

                                                                              Verify that AAR configured and working in the system by making a IP to PSTN call (IP telephony only).

                                                                              Cisco Unified Communications Manager Hunt Pilots and List Upgrade Exit Criteria:

                                                                              Verify that Multiple Hunt Pilot and Hunt List are configured and working (IP telephony only).

                                                                              Cisco Unified Communications Manager Attendant Console Upgrade Exit Criteria:

                                                                              Verify that Attendant Console Cisco Unified Business Attendant Console /CUDAC (as applicable) are configured and running (IP telephony only).

                                                                              Cisco Unified Communications Manager IPMA Upgrade Exit Criteria:

                                                                              Verify that Cisco IPMA is configured and running (IP telephony only):

                                                                              1. Verify Manager can intercept incoming call
                                                                              2. Verify all call routed to Assistance
                                                                              3. Verify intercom is working

                                                                              Other Cisco Unified Communications Manager Upgrade Exit Criteria:

                                                                              1. Verify that Extension Mobility is configured and working.
                                                                              2. Verify that IP Phone Services are configured and working.
                                                                              3. Verify that Web Dialer is configured and working (IP telephony only).
                                                                              4. Verify that non Cisco Skinny Video End Points are working (IP telephony only).
                                                                              5. Verify that Client Matter Codes (CMC) and Forced Authorization Codes (FAC) are configured for Route Patterns (IP telephony only).
                                                                              6. Verify that Multilevel Administration (MLA) is configured (IP telephony only).
                                                                              7. Verify that the Active Directory integration for user information and authentication is carried out and all users are in place (IP telephony only).
                                                                              8. Verify that the phones can register in both Encrypted/Authenticated mode (IP telephony only).
                                                                              9. Verify that Device Mobility is configured and working (IP telephony only).
                                                                              10. Verify that CAR is configured and working (IP telephony only).

                                                                              Verify Cisco Unified Communications Manager IM and Presence Service Upgrade

                                                                              After upgrading Cisco Unified Communications Manager IM and Presence Service, verify the following:

                                                                              Procedure
                                                                                Step 1   Verify that no error messages have occurred during the upgrade process.
                                                                                Step 2   Verify that the upgrade log file for any errors.
                                                                                Step 3   Verify that the license usage is correct as reported in the License Unit Report. Using RTMT, Verify that the CPU usage is consistent over 5 minutes of time without any spikes.
                                                                                Step 4   Add other Cisco Unified Personal Communicator clients to a Cisco Unified Personal Communicator client's buddy list.
                                                                                Step 5   Change the presence status of a client and verify that its presence status is updated in the other Cisco Unified Personal Communicator client.

                                                                                Verify Cisco Security Agent Management Console Upgrade

                                                                                After upgrading Cisco Security Agent (CSA) Management Console, verify the following:

                                                                                Procedure
                                                                                  Step 1   Ensure that basic functionality of call flows that previously worked before the upgrade work the same and operate normally.
                                                                                  Step 2   Verify that the previous configuration still exists after the upgrade.
                                                                                  Step 3   Verify that access to the console is still available.
                                                                                  Step 4   Verify that all managed devices are visible.

                                                                                  Verify Cisco Unified Personal Communicator Upgrade

                                                                                  After upgrading Unified Personal Communicator, verify the following:

                                                                                  Procedure
                                                                                    Step 1   Verify that Unified Personal Communicator is able to derive its soft-phone device name and register with Cisco Unified Communications Manager.
                                                                                    Step 2   Establish a video call from the Cisco Unified Personal Communicator client.
                                                                                    Step 3   Verify that Cisco Unified Personal Communicator is able to derive its soft-phone device name and register with Cisco Unified Communications Manager.
                                                                                    Step 4   Verify that Cisco Unified Personal Communicator in Softphone mode is able to make internal and PSTN calls.
                                                                                    Step 5   Verify that Cisco Unified Personal Communicator is able to control IP hard phones.
                                                                                    Step 6   Verify that IP Phone Messenger is configured and working.

                                                                                    Verify Cisco Unified Mobility Advantage Upgrade

                                                                                    After upgrading Cisco Unified Mobility Advantage, verify the following:

                                                                                    Procedure
                                                                                      Step 1   Register Cisco Unified Mobile Communicator clients with Cisco Unified Mobility Advantage
                                                                                      Step 2   Verify that new messages for subscriber are received as voicemail alerts by Cisco Unified Mobile Communicator client.
                                                                                      Step 3   Verify that the Cisco Unified Mobile Communicator client receive call log information after the call to the client's desk phone is torn down.

                                                                                      Verify Cisco Emergency Responder Upgrade

                                                                                      After upgrading Cisco Emergency Responder, verify the following:

                                                                                      Procedure
                                                                                        Step 1   In the OS Admin page, go to Settings > Version to verify that the correct active and inactive versions are shown.
                                                                                        Step 2   Ensure that 911, 912 and 913 Route points are registered in Cisco Unified Communications Manager.
                                                                                        Step 3   Ensure that CTI ports for on site security alert are registered in Cisco Unified Communications Manager
                                                                                        Step 4   Select Tools > Event Viewer on the Serviceability page to ensure Cisco Emergency Responder did not raise any "SNMP unreachable" alert for any switch or the Cisco Unified Communications Manager.
                                                                                        Step 5   In the Serviceability page, select Tools > Control Center and verify that there is no stopped service.
                                                                                        Step 6   Ensure that there are no additional phones marked as unlocated by Cisco Emergency Responder after the upgrade.
                                                                                        Step 7   In a dual-node deployment, shut down the Primary Cisco Emergency Responder and ensure that the secondary Cisco Emergency Responder takes over. Then restart Primary Cisco Emergency Responder and ensure that the primary Cisco Emergency Responder takes control.
                                                                                        Step 8   Ensure that 911, 912 and 913 Route points are registered in Cisco Unified Communications Manager.

                                                                                        Verify Cisco Unified IP Phones Upgrade

                                                                                        After upgrading Cisco Unified IP Phones, verify the following:

                                                                                        Procedure
                                                                                          Step 1   Verify that the phones are upgraded to the target firmware images as indicated in the Unified Communications Manager.
                                                                                          Step 2   Verify access to the Corporate Directories in the Unified IP Phones.
                                                                                          Step 3   Verify that Unified IP Phone services such as Fast Dial, Extension Mobility, and so forth are working properly.

                                                                                          Verify Cisco IP Communicator Upgrade

                                                                                          After upgrading Cisco IP Communicator, verify the following:

                                                                                          Procedure
                                                                                            Step 1   After rebooting the PC, launch IP Communicator and verify that it registers correctly with Unified Communications Manager.
                                                                                            Step 2   Place a call to IP Communicator and verify that the two-way audio works properly.
                                                                                            Step 3   Place outbound, inbound, and PSTN calls from the IP Communicator and verify that the two-way audio works properly.
                                                                                            Step 4   Verify that additional call functionality such as hold, transfers and conferences work correctly. Verify access to the Corporate Directories in the Unified IP Phones.
                                                                                            Step 5   Verify that Unified IP Phone services such as Fast Dial and Extension Mobility are working properly.

                                                                                            Verify Cisco Unified Video Advantage Upgrade

                                                                                            After upgrading Cisco Unified Video Advantage, verify the following:

                                                                                            Procedure
                                                                                              Step 1   After rebooting your PC, launch Cisco Unified Video Advantage.
                                                                                              Step 2   Verify that Cisco Unified Video Advantage finds the Unified Video Advantage phones and becomes associated to them.
                                                                                              Step 3   Verify that you are able to make a call to another Unified Video Advantage phone.
                                                                                              Step 4   Verify that the Video pops-up.
                                                                                              Step 5   Verify that when you put a call on hold, the video disappears, and when you resume the call, the video returns.

                                                                                              Verify Unified Contact Center Express Upgrade

                                                                                              After upgrading Cisco Unified Contact Center Express Solutions, verify the following:

                                                                                              Procedure
                                                                                                Step 1   Verify that no error messages have occurred during the upgrade process.
                                                                                                Step 2   Check the upgrade log file for any errors. Verify that all required services are up after the upgrade.
                                                                                                Step 3   Verify that JTAPI is upgraded to the proper version and that it is properly connected and synchronized to Cisco Unified Communications Manager.
                                                                                                Step 4   Verify that all CTI Ports are registered with Cisco Unified Communications Manager.
                                                                                                Step 5   Verify that all CTI Route Points are registered with Cisco Unified Communications Manager.
                                                                                                Step 6   Verify that a prompt is heard when a call is made.
                                                                                                Step 7   Perform Telephony Synchronization and ensure that it is successful.
                                                                                                Step 8   If you are using CAD desktop, ensure that the desktop auto upgrades to the version bundled with Cisco Unified Contact Center Express Solutions.
                                                                                                Step 9   Log in to IP Phone Agent, CAD Agent and CRSADMIN, and ensure that all logins are successful.
                                                                                                Step 10   Make an inbound call and ensure that the call is presented to Ready Agent.
                                                                                                Step 11   If it is dual node, ensure that one node is Master while other Node is in Slave state.

                                                                                                Verify Cisco Unity Connection Upgrade

                                                                                                After upgrading Unity Connection, verify the following:

                                                                                                Procedure
                                                                                                  Step 1   Check the Cisco Unity Connection software version from the CLI using the show cuc command.
                                                                                                  Step 2   Check the software version on the active partition from Cisco Unified OS Administration web page.
                                                                                                  Step 3   Check the status of the services either from the Serviceability page or through the CLI.
                                                                                                  Step 4   Check the status of voicemail ports in Unified Communication Manager.
                                                                                                  Step 5   Run the Test Port command from the Port page under Telephony Integrations.
                                                                                                  Step 6   Prior to the upgrade, activate the Message Waiting Indicator (MWI) by leaving a voicemail for a subscriber. After the upgrade, refresh the MWI status and verify that the MWI is still on.
                                                                                                  Step 7   Create some subscribers and verify that supervised transfers and the MWI functionality work properly.
                                                                                                  Step 8   If authentication and encryption have been enabled for the ports, place a call from an endpoint that supports encryption into Unity Connection and verify that the RTP is encrypted.
                                                                                                  Step 9   If authentication and encryption have been enabled for the ports, place a call from an endpoint that supports authentication into Unity Connection and verify that the signaling is secure.
                                                                                                  Step 10   Make a call to the Unity Connection Subscriber's DN extension and deposit a short voicemail.
                                                                                                  Step 11   Retrieve the voicemail and then delete the voice mail from Unity Connection.

                                                                                                  Verify Cisco Unity Express Upgrade

                                                                                                  After upgrading Unity Express, verify the following:

                                                                                                  Procedure
                                                                                                    Step 1   Check the Cisco Unity Express software version from the CLI using the show software status command.
                                                                                                    Step 2   To verify that Cisco Unity Express is registered to Cisco Unified Communications Manager, use the show ccn status ccm-manager command.
                                                                                                    Step 3   Prior to the upgrade, leave a voicemail for a subscriber for message-waiting indication (MWI) to turn on. Perform the upgrade and refresh the MWI status. Check to see if MWI is still on.
                                                                                                    Step 4   Configure notification for a subscriber and verify that Cisco Unity Express can place call to the configured extension when there is a new voicemail.
                                                                                                    Step 5   Create a subscriber, leave and check a voicemail and delete the subscriber.
                                                                                                    Step 6   Make a call to the Unity Express Subscriber's DN extension and deposit a short voicemail.
                                                                                                    Step 7   Retrieve the voicemail and then delete the voicemail from Unity Express.

                                                                                                    Verify Unified MeetingPlace 7.x Upgrade

                                                                                                    After upgrading Unified MeetingPlace 7.x, verify the following:

                                                                                                    Procedure
                                                                                                      Step 1   Since you cannot upgrade on the internal Cisco Unified MeetingPlace server, to verify if the installation is successful, log in to the Cisco Unified MeetingPlace Application server console as root and type the mpx_version command.
                                                                                                      Step 2   To verify all services running, type the mpx_sys status command from the MeetingPlace console or through SSH.
                                                                                                      Step 3   Log in to the Cisco Unified MeetingPlace web server, select Home > Admin > Test Server Configuration and check that no error is reported.
                                                                                                      Step 4   Log in to the Cisco Unified MeetingPlace web server, schedule audio, web and video. Verify that you are able to dial-in, dial-out, join web and video calls.
                                                                                                      Step 5   Log in and schedule audio, web and video meetings through outlook and verify that recipients receive meeting requests and are able to join these meetings.
                                                                                                      Step 6   Repeat step 4 for the DMZ (SMA) server.
                                                                                                      Step 7   Log in as Conference Manager to the Unified MeetingPlace Application server console and verify that you are able to schedule and attend audio, web and video meetings.

                                                                                                      Verify Cisco Unified MeetingPlace 6.x or Earlier Upgrade

                                                                                                      After upgrading Unified MeetingPlace 6.x or earlier, verify the following:

                                                                                                      Procedure
                                                                                                        Step 1   To verify that the Cisco Unified MeetingPlace software version has upgraded, log in to the Cisco Unified MeetingPlace Audio Server and type the swstatus command.
                                                                                                        Step 2   To verify that all the other servers (such as Unified MeetingPlace web server, Unified MeetingPlace IPGW, Unified MeetingPlace DMZ and Unified MeetingPlace DS) are registered to the Cisco Unified MeetingPlace Application Server after the upgrade, type the gwstatus command.
                                                                                                        Step 3   Log in to "MeetingTime" or "Conference Manager" client software, schedule meetings (audio, web and video) and verify that you are able to dial-in, dial-out of audio meeting, web conference, and video call.
                                                                                                        Step 4   To verify that the Cisco Unified MeetingPlace software version has upgraded on the Unified MeetingPlace web server, Unified MeetingPlace IP Gateway, Unified MeetingPlace DMZ, Unified MeetingPlace Outlook and Unified MeetingPlace Video, type the gwstatus command on the Unified MeetingPlace Audio Server.
                                                                                                        Step 5   Log in to Cisco Unified MeetingPlace web server through a browser and schedule audio, web and video meetings. Verify that you are able to dial-out, dial-in through web and video endpoints for these meetings.
                                                                                                        Step 6   After the upgrade, check the logs in Event Viewer > System Log and Event Viewer > Application Log for any red alert/alarm for Cisco Unified MeetingPlace Web, Unified MeetingPlace IPGW, Unified MeetingPlace DS on Windows server.

                                                                                                        Verify Cisco IP Videoconferencing and MCU Upgrade

                                                                                                        After upgrading Cisco IP Videoconferencing and MCU, verify the following:

                                                                                                        Procedure
                                                                                                          Step 1   After you reboot Cisco IP Videoconferencing, verify that it registers to Cisco Unified Communications Manager in SCCP or H.323 mode.
                                                                                                          Step 2   When a video end point registers to Cisco Unified Communications Manager, initiate a conference with two other video end points.
                                                                                                          Step 3   Verify that all parties can see each other with the configured multiple video window display.
                                                                                                          Step 4   Invite one more people to the conference and verify that this person is seen in the video window display.

                                                                                                          Verify Stage 1 for Cisco Unified Messaging Gateway

                                                                                                          In Stage 1, use the existing subscribers of Cisco Unity Express, Unity Connection, Unity and perform the following:

                                                                                                          Procedure
                                                                                                            Step 1   Send and mark a voicemail for a Cisco Unity Express user as urgent.
                                                                                                            Step 2   Successfully retrieve the Cisco Unity Express user's message and delete it.
                                                                                                            Step 3   Send and mark a voicemail for a Cisco Unity Connection user as private.

                                                                                                            Verify Stage 6 for Cisco Unified Messaging Gateway

                                                                                                            In Stage 6, do the following after each messaging component is upgraded:

                                                                                                            Procedure
                                                                                                              Step 1   Send and mark a voicemail for a Cisco Unity Express user as urgent.
                                                                                                              Step 2   Successfully retrieve the Cisco Unity Express user's message and delete it.
                                                                                                              Step 3   Send and mark a voicemail for a Cisco Unity Connection user as private.
                                                                                                              Step 4   Successfully retrieve the Unity Connection user's message and delete it.
                                                                                                              Step 5   Send a voicemail for a Unity Connection user and mark it private and urgent.
                                                                                                              Step 6   Successfully retrieve the Unity user's message and delete it.

                                                                                                              Verify Cisco Unified Service Monitor Upgrade
                                                                                                              Procedure
                                                                                                                Step 1   In the Cisco Unified Service Monitor user interface, go to Configuration > Trap Receivers.
                                                                                                                Step 2   Enter the Community String and IP address of the OM server.
                                                                                                                Step 3   Click ok. Click yes when the message window prompts you, "Do you want this set up?".
                                                                                                                Step 4   Start background load traffic.
                                                                                                                Step 5   In OM Dashboard, launch the Service Quality Alerts report.
                                                                                                                Step 6   In the Cisco Unified Service Monitor GUI, go to Configuration > Trap Receivers.
                                                                                                                Step 7   Enter the Community String and IP address of the OM server.
                                                                                                                Step 8   Click ok. Click yes when the message window prompts you, "Do you want this set up?".
                                                                                                                Step 9   Ensure background load traffic is running.
                                                                                                                Step 10   Verify that the traps are sent to trap receiver.

                                                                                                                Verify Cisco Unified Operation Manager Upgrade
                                                                                                                Procedure
                                                                                                                  Step 1   Verify that the devices are in Monitored state.
                                                                                                                  Step 2   Stop the Cisco Unified Communications Manager services or trigger a means for the Cisco Unified Operation Manager to generate an alert.
                                                                                                                  Step 3   (Optional)Check whether email is generated when the services go down.
                                                                                                                  Step 4   Emails are generated based on the severity and setting on Cisco Unified Operation Manager. Emails should be generated for the criteria that was set under Notification.
                                                                                                                  Step 5   Check whether Discovery ends after discovering all the devices (sometimes the discovery runs continuously).
                                                                                                                  Step 6   Check whether the devices that falls in the subnet range are discovered.
                                                                                                                  Step 7   Check whether the filtered IPs are not getting discovered during the process.
                                                                                                                  Step 8   Schedule Phone discovery.
                                                                                                                  Step 9   After the discovery is complete, verify whether all the above listed phone types are being discovered.
                                                                                                                  Step 10   Configure and run Auto Discovery.
                                                                                                                  Step 11   After the discovery is complete, verify whether the devices listed in the description are discovered.
                                                                                                                  Step 12   Ensure Cisco Unified Operation Manager is able to discover device cap of the device discovered.

                                                                                                                  Verify Cisco Unified Service Statistic Manager Upgrade
                                                                                                                  Procedure
                                                                                                                  Periodically receive reports from Cisco Unified Operation Manager and Cisco Unified Service Monitor.

                                                                                                                  Verify Cisco Unified Provisioning Manager Upgrade
                                                                                                                  Procedure
                                                                                                                    Step 1   Successfully create two new users. One user is for Cisco Unified Communications Manager and Unity, the other user is for Cisco Unified Communications Manager and Unity Connection.
                                                                                                                    Step 2   Verify that the same two new users are in Cisco Unified Communications Manager, Unity, and Unity Connection.
                                                                                                                    Step 3   Verify a test call to each newly created user's DN.

                                                                                                                    Verify Cisco Unified SIP Proxy Upgrade
                                                                                                                    Procedure
                                                                                                                      Step 1   Verify that SIP calls from Unified CM to Cisco Business Edition through Cisco Unified SIP Proxy is successful .
                                                                                                                      Step 2   Verify that SIP calls from Unified CME to Unified CM through Cisco Unified SIP Proxy is successful.
                                                                                                                      Step 3   Verify that conference calls between Unified CM and Business Edition through Cisco Unified SIP Proxy is successful.

                                                                                                                      Related Documentation

                                                                                                                      The following sections list compatibility guides and installation documentation for Cisco Unified Communications System components.

                                                                                                                      Compatibility Guides

                                                                                                                      The following documentation provides information about compatibility of components:

                                                                                                                      Component Release Notes and Installation and Upgrade Documentation

                                                                                                                      The following table provides references to release notes and installation and upgrade documents for components. These URLs link to web pages that list various release versions of these documents. Review the appropriate documents based on the release versions of the components in your base and target release sets.

                                                                                                                      Table 4 Component-Specific Release Notes and Installation and Upgrade Documents

                                                                                                                      Components

                                                                                                                      Release Notes

                                                                                                                      Installation and Upgrade Documents

                                                                                                                      Cisco Unified Communications Manager

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps556/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unity

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2237/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2237/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unity Express

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5520/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5520/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified MeetingPlace

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​ps5664/​ps5669/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​ps5664/​ps5669/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco IP/VC 3500 Series Videoconferencing

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​video/​ps1870/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​video/​ps1870/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified Video Advantage

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5662/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5662/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unity Connection

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6509/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6509/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified IP Phone 9900 Series

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10453/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10453/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified IP Phone 8900 Series

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10451/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10451/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified IP Phone 7900 Series

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​phones/​ps379/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps646/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified IP Phone 6900 Series

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10326/​prod_​release_​notes_​list.html

                                                                                                                      Cisco Unified IP Phone 3900 Series

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps7193/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps7193/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified Operations Manager

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6535/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6535/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified Communications Manager IM and Presence Service (formerly Cisco Unified Presence)

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6837/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6837/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Unified Service Monitor

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6536/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps6536/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Virtualization Experience Clients

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps11582/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps11582/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Cius

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps11156/​tsd_​products_​support_​install_​and_​upgrade.html

                                                                                                                      Cisco IP Communicator

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps5475/​prod_​release_​notes_​list.html

                                                                                                                      Cisco Unified Contact Center Express

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​custcosw/​ps1846/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​custcosw/​ps1846/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Emergency Responder

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps842/​prod_​release_​notes_​list.html

                                                                                                                      Cisco Unified Survivable Remote Site Telephony

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​sw/​voicesw/​ps2169/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco Catalyst 6500 Series Switches

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps708/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​hw/​switches/​ps708/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco IOS Software Releases 15.1

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps10592/​prod_​release_​notes_​list.html

                                                                                                                      Cisco 1861 Integrated Services Router

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps5853/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco 3800 Series Voice Gateways

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps5855/​prod_​release_​notes_​list.html

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps5855/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco 2800 Series Voice Gateways

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​products/​ps5854/​prod_​installation_​guides_​list.html

                                                                                                                      Cisco 4451-X Integrated Services Router

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​docs/​routers/​access/​4400/​release/​notes/​isr4451rn.pdf

                                                                                                                      http:/​/​www.cisco.com/​en/​US/​docs/​routers/​access/​4400/​hardware/​installation/​guide/​C4400isr.pdf