1. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-1 Getting Started with Cisco Unified Communications Manager Installing and Upgrading Cisco Unified Communications Manager

2. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-2 Outline  Cisco Unified Communications Manager Installation and Upgrade  Cisco Unified Communications Manager Basic Installation  Cisco Unified Communications Manager Upgrade During Install  Cisco Unified Communications Manager Windows Upgrade  Cisco Unified Communications Manager Upgrade

3. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-3 Cisco Unified Communications Manager Installation and Upgrade

4. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-4 Release 3.X Release 4.X Release 5.X Releases and Upgrade Paths Windows-based 4.2(3) 3.3(5) 4.1(3) Windows Server 2000 4.0(2a) Windows Server 2000 2005 2006 5.0(4) Cisco Unified Communications Manager Upgrade Path 5.1(1) Release 6.X6.0(1) Appliance Appliance-based 2007 4.3(1) Appliance Windows Server 2003 4.2(1)

5. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-5 Cisco Unified Communications Manager Installation and Upgrade Options OptionDescription Basic install Install operating system and Cisco Unified Communications Manager application software from bootable DVD. Upgrade during install Basic install from bootable DVD; upgrade patches are installed from FTP, SFTP, or local DVD. Windows upgrade Upgrade from supported 4.x release. Existing database is dumped to file server using the Data Migration Assistant tool. Cisco Unified CM Release 6.x is installed from bootable DVD, and data previously exported by DMA are imported into Cisco Unified CM Release 6.x database. 5.x or higher upgrade Upgrade from 5.1(x) release or higher can be done from the platform administration page using FTP or local DVD. Cisco Unified CM software is updated; no installation from bootable DVD is required.

6. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-6 Software Sources  From DVD –The operating system and Cisco Unified Communications Manager application are copied from the Installation DVD. Configuration information is prompted immediately before the operating system and application installation.  Pre-Installed –The operating system and Cisco Unified Communications Manager application are preloaded at the Cisco factory and shipped. Configuration information is prompted when the system is powered on.

7. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-7 Installation Disc One installation DVD includes:  Operating system  Three products or product suites –Cisco Unified Communications Manager –Cisco Unity Connection –Cisco Unified Communications Manager, Business Edition  Hardware configuration is part of install process Note: All other discussion following this point assumes that the first option “Cisco Unified Communications Manager” is selected.

8. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-8 Hardware Configuration Hardware configuration is integrated with the Cisco Unified Communications Manager installation process.  The installation process checks for correct hardware configuration, unsupported platforms, and minimum hardware requirements.  The installation disc automatically configures the correct BIOS and RAID settings.

9. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-9 Cisco Unified Communications Manager Basic Installation

10. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-10 Basic Installation

11. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-11 Important Configuration Information FieldDescription DHCP Static or dynamic configuration of Server IP, hostname etc. Options: Yes/No. If “No,” the hostname, IP address, IP mask, and gateway have to be defined manually. DNS Enabled If DNS server exists in your network, enter Yes. When DNS is not enabled, only IP addresses have to be used to reach all network devices in your Cisco Unified Communications network. First Node If “Yes,” the first Cisco Unified Communications Manager node in the cluster is configured. NTP When enabled, this server will act as a NTP server and provide time updates to the subsequent nodes in the cluster. Security Password Servers in the cluster use the security password to communicate with one another. The password must contain at least six alphanumeric characters. SMTP This field specifies the name of the SMTP host that is used for outbound e-mail. You must fill in this field if you plan to use electronic notification.

12. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-12 Installation Procedures for Basic Install (Using Installation DVD)  Starting the installation. –Boot the server with the installation DVD. –Verify the integrity of the DVD if installing from this DVD for the first time. –Select Cisco Unified Communications Manager. –Choose to overwrite the hard disk (otherwise installation will abort).  Platform Installation Wizard. –Select No at the Apply Additional Releases window. –Select No at the Import Windows Data window.  Continue with Entering the Basic Install Information window. –Time Zone, NIC, Network Settings, Certificates, Logins and Passwords, etc. as prompted.  Operating system and application will be installed after all installation information has been entered.

13. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-13 Basic Installation Flow (Installation DVD) Proceed with Install Platform Installation Wizard Apply Additional Releases Import Windows Data Basic Install – Continue Auto Negotiation Config TimeZone Configuration NIC Speed And Duplex Configuration Use DHCP Static Network Configuration DNS Client Config Configure DNS and Domain Administrator Login Config Certificate Information Publisher Config Publisher Address and Security password NTP Client Config Database Access Security Config SMTP Host Config Configure SMTP Host Address Application User Config Platform Config Confirmation Boots from DVD At Product Deployment Selection – Select Unified CM Platform Configuration Completed OS and Application Installation Scripts Starts No Yes Proceed Yes No Yes No Yes No Yes No

14. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-14 Installation Procedures for Basic Install (Preinstalled)  Boots up from the hard disk (with operating system and application pre-installed).  Enter Pre-existing configuration information. –Insert USB key with configuration file.  Platform Installation Wizard (if no USB configuration file is present). –Select No at the Apply Additional Releases window. –Select No at the Import Windows Data window.  Continue entering the Basic Install information (if no USB configuration file). –Time zone, NIC, network settings, certificates, logins, passwords, etc.  Configuration scripts will run after the configuration information has been collected, and network services will be restarted.

15. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-15 Basic Installation Flow (Preinstalled) Existing USB Or Disk with Pre-existing Config File Platform Installation Wizard Apply Additional Releases Import Windows Data Basic Install – Continue Auto Negotiation Config TimeZone Config NIC Speed And Duplex Config Use DHCP Static Network Config DNS Client Config Configure DNS and Domain Administrator Login Config Certificate Information Publisher Config Subscriber Address and Security password NTP Client Config Database Access Security Config SMTP Host Config Configure SMTP Host Address Application User Config Platform Config Confirmation Boots from Hard disk Platform Configuration Completed Configuration Scripts Starts No Yes No Yes No Proceed Yes

16. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-16 Cisco Unified Communications Manager Upgrade During Install

17. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-17 Apply Additional Release Upgrade During Install option  Is selected when you select Yes at the Apply Additional Release window  Performs a basic install and allows the system to be upgraded to a specific patch level  Obtains upgrade patch from a remote source or local DVD source  Installs multiple patches if desired

18. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-18 Installation Procedures for Upgrade During Installation  Starting the installation. –Boot the server with the installation DVD. –Verify the checksum for the DVD. –Choose to overwrite the hard disk.  Platform Installation Wizard. –Select Yes at the Apply Additional Releases window.  Installation of operating system and application will start. –When installation has completed, appliance will reboot.  After reboot, choose Upgrade Retrieval Mechanism. –Local: Specified path and file name. –FTP/SFTP: Configure Network Settings and enter the location and login information for the remote file server.

19. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-19 Installation Procedures for Upgrade During Installation (Cont.)  Upgrade will start. –When upgrade has completed, appliance will reboot.  After reboot, at the Entering Pre-existing Configuration Information dialog box, insert USB or disc if you have pre-existing configuration information.  Platform Installation Wizard. –Select No at the Apply Additional Releases window. –Select No at the Import Windows Data window (if you have no existing Windows DMA data).  Continue entering the Basic Install information if no USB or disc with pre- existing configuration information has been inserted. –Time zone, NIC, network settings, certificates, logins, passwords, etc.  Configuration scripts will run after the configuration information has been collected, and network services will be restarted.

20. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-20 Upgrade During Installation Flow Proceed with Install Platform Installation Wizard Apply Additional Releases Boots from DVD And at Product Deployment Selection – Select Unified CM Yes Proceed Install OS, Application And reboots Upgrade Retrieval Mechanism Remote Patch Configuration Local Remote Auto Negotiation Configuration NIC Speed And Duplex Configuration Use DHCP Static Network Configuration DNS Client Configuration Configure DNS and Domain No Yes No Yes Install Upgrade Patch and reboots Retrieve Upgrade From CD Or DVD

21. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-21 Upgrade During Installation Flow (Cont.) USB Or Disk with Pre-existing Config File Platform Installation Wizard Apply Additional Releases Import Windows Data Basic Install – Continue Auto Negotiation Configuration TimeZone Configuration NIC Speed And Duplex Configuration Use DHCP Static Network Configuration DNS Client Configuration Configure DNS and Domain Administrator Login Configuration Certificate Information Publisher Configuration Subscriber Address and Security password NTP Client Configuration Database Access Security Configuration SMTP Host Config Configure SMTP Host Address Application User Configuration Platform Configuration Confirmation Reboots from Hard disk Platform Configuration Completed Configuration Scripts Starts No Yes No Yes No Proceed Yes

22. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-22 Upgrade During Installation (Retrieval Mechanism)  SFTP  FTP  Local Choose the mechanism for retrieving the upgrade file The following windows show the procedure for configuring the network settings before you can retrieve the file for upgrading from a remote source.

23. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-23 Upgrade During Installation (Remote Patch Access Information) Location and login information for remote file server

24. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-24 Upgrade During Installation (Patch Location) Patch directory and patch name (optional) of the local disc that contains the upgrade patches

25. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-25 Cisco Unified Communications Manager Windows Upgrade

26. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-26 Installation Procedures for Windows Upgrade  The Cisco Unified CallManager Release 4.x has to be backed up using Cisco BARS.  The Cisco Data Migration Assistant (DMA) is used to export the database content to a file server.  Installation of Cisco Unified Communications Manager Release 6.x. –Server is booted with the installation DVD. –The system hard disk needs to be overwritten.  Platform Installation Wizard has to import Windows data.  Installation of operating system and application will start.  After completed installation, the Cisco DMA retrieval mechanism loads the exported 4.x data file from these devices: –A local path by file name. –A FTP/SFTP server with given network settings, location, and login.

27. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-27 Cisco Data Migration Assistant The Cisco Data Migration Assistant (DMA) is a tool for migrating configuration information when upgrading from a Windows-based Cisco Unified Communications Manager release to an appliance- based Cisco Unified Communications Manager release. Cisco Unified CallManager 4.2(3) Publisher Cisco Unified Communications Manager Release 6.0(1) Publisher DMA Cisco Unified CM Release 6.0(1) installation imports file. DMA exports TAR file or tape. Network Share Server S/FTP Appliance

28. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-28 Data Not Exported by Cisco DMA  Custom MOH files –User must reinstall on all servers after upgrade to Release 6.0(1).  Custom TFTP phone load files and custom background images. –User must reapply after upgrade to Release 6.0(1).  Files on Cisco Unified Communications Manager subscriber servers. –Subsequent nodes obtain required information from the first node as part of the Cisco Unified Communications Manger upgrade process.  Cisco Unified Communications Manager Administrator user ID needs to be set during installation. –There is no longer a default CCMAdministrator user ID in Cisco Unified CM Release 6.x.  User names are migrated, but passwords and pins are not. –You will define a standard password or pin for all usernames during the upgrade and ask users to change from CCMUser pages.

29. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-29 Windows Upgrade Installation Option  Is selected at the Import Windows Data window  Installs Cisco Unified Communications Manager Release 6.x and imports data from a Cisco Unified CallManager Release 4.x  Obtains Data Migration Assistant (DMA) data file from a remote source or local DVD  Requires install and run DMA on a Cisco Unified CallManager 4.x Windows Upgrade option

30. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-30 Cisco Unified Communications Manager Upgrade

31. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-31 Cisco Unified Communications Manager Release 5.x and 6.x Upgrades  Upgrades from Release 5.x or higher is done from the Cisco Unified Operating System Administration page.  Cisco Unified Communications Manager provides dual partitions. –Holds two copies of the Cisco Unified Communications Manager software and database (active and inactive partitions).  Upgrade Process. –Perform a backup using Disaster Recovery System (DRS). –Start the installation of the new version (performed in the background while current version is operating). –After new version has been installed to inactive partition, reboot, switching to new version. –Cisco Unified Communications Manager will boot from partition where new version has been installed.

32. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-32 Dual Partitions  Dual partitions each have Unified Communications Manager software and database.  Enables continued operation when you upgrade software.  Upgrade software installs on the inactive partition.  Activates the upgraded software by “switching versions” during reboot.  Current active partition becomes inactive and retains current “old” software until next upgrade.  If versions are switched before next upgrade, you revert to previous version.  System maintains two versions of software (does not apply to Release 4.x upgrades). Inactive Partition Active Partition 5.1(1) 6.0(1) 5.1(1) 6.0(1)

33. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-33 Installation Procedures for Cisco Unified Communications Manager Upgrade  Back up the existing Cisco Unified Communications Manager Release 5.1(1) system using the Cisco Unified Communications Manager Disaster Recovery System (DRS).  Ensure that SFTP/FTP server is available to perform the upgrade remotely or that an upgrade image is available on DVD to perform the upgrade locally.  Log in to the Cisco Unified Operating System Administration page and start the upgrade.  Cisco Unified Communications Manager upgrades can be done without affecting call processing, and server can be rebooted later during a service window after the upgrade.  Install updated license file (if required).  Reboot and switch version on publisher and wait until it is initialized and fully operational.

34. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-34 Upgrade Process on Cisco Unified Communications Manager Platforms 5.x and 6.x Cisco Unified Operating System Administration allows upgrades from local sources and FTP or SFTP servers. Cisco Unified Operating System Administration > Software Upgrades > Install/Upgrade

35. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-35 Summary  Upgrades from versions 3.x, 4.0(2), 5.0(x) to 6.x are not supported.  Cisco Unified Communications Manager basic installation can be performed from bootable DVD or factory pre-installed systems.  Using the Upgrade During Install option saves time when applying service release updates.  The Cisco Unified Communications Manager administrators user ID can be freely chosen. The account CCMAdministrator is no longer mandatory.  Upgrades from version 5.1x to 6.x can be done via Cisco Unified Operating System Administration Software Upgrade.

36. © 2008 Cisco Systems, Inc. All rights reserved.CIPT1 v6.0—1-36