Installation Guide for Cisco Unity Connection Release 2.x
Overview of Mandatory Tasks for Installing a Cisco Unity Connection 2.x System

Table Of Contents

Overview of Mandatory Tasks for Installing a Cisco Unity Connection 2.x System

Part 1: Installing and Configuring the Cisco Unity Connection Server

Part 2: Setting Up Administrator Workstations

Part 3: Setting Up the Phone System Integration

Part 4: Populating the System with User and Call Management Data

Part 5: Configuring the System for Features

Part 6: Setting Up VPIM Networking

Part 7: Setting Up User Workstations

Part 8: Backing Up Cisco Unity Connection Data

Part 9: Training


Overview of Mandatory Tasks for Installing a Cisco Unity Connection 2.x System


Use the following high-level task list to install the Cisco Unity Connection 2.x systemcorrectly. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unity Connection system—from installing and configuring the Connection server; to populating the Connection system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up Connection data.

The list is divided into nine parts:

Part 1: Installing and Configuring the Cisco Unity Connection Server

Part 2: Setting Up Administrator Workstations

Part 3: Setting Up the Phone System Integration

Part 4: Populating the System with User and Call Management Data

Part 5: Configuring the System for Features

Part 6: Setting Up VPIM Networking

Part 7: Setting Up User Workstations

Part 8: Backing Up Cisco Unity Connection Data

Part 9: Training

Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

Part 1: Installing and Configuring the Cisco Unity Connection Server

Revised March 7, 2008

1. Verify the following requirements:

a. System requirements for the Cisco Unity Connection 2.x system. Refer to System Requirements for Cisco Unity Connection Release 2.x at http://www.cisco.com/en/US/products/ps6509/prod_installation_guides_list.html.

b. Requirements for integrating the phone system(s). See the "Requirements" section of the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

2. Download Connection languages (locales), if applicable, for the installation. Refer to Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

3. Set up and configure the Cisco Unity Connection server. Refer to the "Installing the Operating System and Cisco Unity Connection" chapter of this guide.

4. Install Connection languages, if applicable. Refer to the "Software Upgrades" chapter of Cisco Unified Communications Operating System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

Part 2: Setting Up Administrator Workstations

5. Configure the browser(s) on administrator workstations to access Cisco Unity Connection web applications. Refer to the "Configuring the Browser on an Administrator Workstation" chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

6. Download and install the Real-Time Monitoring Tool software. Refer to the "Installing and Configuring Real-Time Monitoring Tool" chapter of the Real-Time Monitoring Tool Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

Part 3: Setting Up the Phone System Integration

7. Set up the integration between Cisco Unity Connection and the phone system(s). See the applicable Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

8. Store all of the software that was shipped with Cisco Unity Connection together in a location that is safe and can be readily accessed.

Part 4: Populating the System with User and Call Management Data

You do many of the tasks in Part 4 by using Cisco Unity Connection Administration. (For information on logging on to Connection Administration and on using it, refer to the "Accessing and Using Cisco Unity Connection Administration" chapter of the System Administration Guide for Cisco Unity Connection.)

The tasks in Part 4 reference chapters in the following guides, as noted:

System Administration Guide for Cisco Unity Connection

User Moves, Adds, and Changes Guide for Cisco Unity Connection

Both guides are available at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

9. Obtain and install Connection licenses. See the "Managing Licenses" chapter of the System Administration Guide.

10. Familiarize yourself with the following Cisco Unity Connection concepts:

a. Call management. See the "Call Management Overview" and "Creating a Call Management Plan" chapters of the System Administration Guide.

b. User, administrator accounts, templates, class of service, and roles. See the "Introduction to Cisco Unity Connection Users and Contacts" and "Preparing to Add User Accounts" chapters of the User Moves, Adds, and Changes Guide.

11. Develop a system plan:

a. Identify business and nonbusiness hours, and holidays. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Map out a call management plan. See the "Creating a Call Management Plan" chapter of the System Administration Guide.

c. Review the default restriction tables, and determine whether changes or new tables are needed. See the "Overview: Default Restriction Tables" section in the "Managing Restriction Tables" chapter of the System Administration Guide.

d. Determine password and account lockout policies for phone and web-tool access, and the logon policy for web-tool access. See the "Specifying Password, Logon, and Lockout Policies" chapter of the System Administration Guide.

e. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. See the "Preparing to Add User Accounts" chapter of the User Moves, Adds, and Changes Guide.

f. Determine the features that you will enable for users, and whether changes or new templates and COSes are needed. See the "Preparing to Add User Accounts" chapter of the User Moves, Adds, and Changes Guide.

g. Review the default message store quotas, and determine whether changes are needed. See the "Specifying Mailbox Size Quotas" chapter of the System Administration Guide.

h. Review the default message aging policy, and determine whether changes are needed. See the "Changing the Message Aging Policy" chapter of the System Administration Guide.

i. Review the default system distribution lists, and determine whether changes or new distribution lists are needed. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

12. For the following defaults that you reviewed in Task 11., make changes or create new ones, as applicable:

a. Schedules. See the "Managing Schedules and Holidays" chapter of the System Administration Guide.

b. Restriction tables. See the "Managing Restriction Tables" chapter of the System Administration Guide.

c. Password, lockout, and logon policies. See the "Specifying Password, Logon, and Lockout Policies" chapter of the System Administration Guide.

d. Classes of service. See the "Adding, Modifying, or Deleting a Class of Service" chapter of the User Moves, Adds, and Changes Guide.

e. User templates. See the "Adding, Modifying, or Deleting a User Template" chapter of the User Moves, Adds, and Changes Guide.

f. Message aging policy. See the "Changing the Message Aging Policy" chapter of the System Administration Guide.

g. System distribution lists. See the "Managing System Distribution Lists" chapter of the System Administration Guide.

13. Test the system configuration:

a. Add a Connection user account to use as a test account. See the "Adding Cisco Unity Connection User Accounts Individually" chapter of the User Moves, Adds, and Changes Guide.

b. Use the phone to log on to Cisco Unity Connection as the test user, record a name, and set a phone password. Hang up.

c. Call Cisco Unity Connection and log on as the test user again to confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required COS rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

e. Make corrections to the system configuration as necessary.

14. Create administrator accounts. See the "Adding Cisco Unity Connection User Accounts Individually" chapter of the User Moves, Adds, and Changes Guide.

15. Create user accounts. See the "Adding Cisco Unity Connection User Accounts Individually," "Managing User Accounts in Bulk," or "Creating Multiple User Accounts from Cisco Unified Communications Manager Users" chapter of the User Moves, Adds, and Changes Guide, as applicable.

16. Customize individual user account settings to offer additional features and functionality, as needed. See the "Setting Up Features and Functionality That Are Controlled by User Account Settings" and "Setting Up Features and Functionality That Are Controlled by Class of Service" chapters of the User Moves, Adds, and Changes Guide.

17. Add individual users to system distribution lists, as needed. See the "Managing System Distribution List Members" section in the "Managing System Distribution Lists" chapter of the System Administration Guide.

18. Implement, then test the call management plan you created in Task 11.b.:

a. Create call handlers. See the "Managing Call Handlers" chapter of the System Administration Guide.

b. Specify directory handler settings. See the "Managing Directory Handlers" chapter of the System Administration Guide.

c. Create interview handlers. See the "Managing Interview Handlers" chapter of the System Administration Guide.

d. Set up call routing. See the "Managing Call Routing Tables" chapter of the System Administration Guide.

Part 5: Configuring the System for Features

19. If any users will have access to the Cisco Unity web tools or will use an IMAP e-mail client to access Connection voice messages: Secure Cisco Personal Communications Assistant (PCA) and IMAP access to Connection. See the "Securing Cisco PCA and IMAP E-Mail Client Access to Cisco Unity Connection" chapter of the System Administration Guide.

20. If any users will have access to Cisco Unified MeetingPlace Express: Confirm that you have configured the integration with Cisco Unified MeetingPlace Express. See the "Integrating with Cisco Unified MeetingPlace Express" chapter of the System Administration Guide.

21. If users will have access to their Exchange e-mail by using text to speech (TTS): Confirm that you have configured access to Exchange e-mail for use with TTS. See the "Configuring Access to Exchange E-Mails Through TTS" chapter of the System Administration Guide.

22. If users will be allowed to base Personal Call Transfer Rules on Exchange calendar and contact information: Confirm that you have configured access to Exchange calendars and contacts. See the "Configuring Access to Exchange Calendars and Contacts for Personal Call Transfer Rules" chapter of the System Administration Guide.

23. If users will be using SMTP message notification devices: Confirm that you have set up and enabled message notification for users. See the "Setting Up SMTP Message Notifications" chapter of the System Administration Guide.

24. If any users will have access to Cisco Unity Connection Phone View: Confirm that you have configured Cisco Unified Communications Manager for Phone View and that you have enabled Phone View for the phone system in Cisco Unity Connection Administration. See the "Setting Up Phone View" chapter of the System Administration Guide.

25. If any users will have access to Cisco Unified Personal Communicator: Confirm that you have configured the applicable servers, and set up the client applications. See the "Access to Voice Messages from the Cisco Unified Personal Communicator" section in the "Setting Up Features and Functionality That Are Controlled by Class of Service" chapter of the User Moves, Adds, and Changes Guide.

26. If any administrators and/or users will have access to Cisco Unity Connection Broadcast Administrator: Confirm that you have set it up. See the "Setting Up Broadcast Messaging" chapter of the System Administration Guide.

27. If any administrators and/or users will need access to Cisco Unity Connection Greetings Administrator to manage greetings over the phone: Set it up. See the "Setting Up the Cisco Unity Greetings Administrator" section in the "Managing Recorded Greetings and Recorded Names" chapter of the System Administration Guide.

Part 6: Setting Up VPIM Networking

28. If users will be sending messages to remote voice messaging systems by VPIM Networking: Set up VPIM Networking. See the "Using VPIM Networking" chapter of the System Administration Guide.

Part 7: Setting Up User Workstations

The tasks in Part 7 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

29. Set up access to the Cisco PCA. See the "Setting Up Access to the Cisco Personal Communications Assistant" chapter.

30. Set up Media Master playback and recording devices. See the "Setting Up Playback and Recording Devices for the Media Master" chapter.

31. Configure IMAP e-mail accounts to access Connection voice messages. See the "Configuring an E-Mail Account to Access Cisco Unity Connection Voice Messages" chapter.

32. Confirm that users are able to access and use the Connection features that have been enabled for them.

Part 8: Backing Up Cisco Unity Connection Data

33. Refer to the Disaster Recovery System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.


Note Third-party backup applications are not supported.


Part 9: Training

34. Train users, operators, and support desk personnel to use the Cisco Unity Connection system. See the "User Orientation" and "Operator and Support Desk Orientation" chapters of the User Workstation User Setup Guide.