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Cisco Unified Communications Manager (CallManager)

Upgrading to Cisco Unified Communications Manager Release 6.1(2) from Cisco Unified Communications Manager 4.x Releases

Table Of Contents

Upgrading to Cisco Unified Communications Manager Release 6.1(2) from Cisco Unified Communications Manager 4.x Releases

Contents

Installation Overview

Related Documentation

Important Considerations

Preparing To Upgrade

Frequently Asked Questions About the Cisco Unified Communications Manager Installation

From What Version Can I Upgrade to Cisco Unified Communications Manager 6.1(2)?

What User Names Passwords do I Need to Specify?

What is a Strong Password?

Which servers does Cisco support for this installation?

May I install other software besides Cisco Unified Communications Manager on the server?

Browser Requirements

Configuring the Hardware

Performing Pre-Upgrade Tasks

Verifying DNS Registration

Determining Registration Counts by Using RTMT

Recording Critical Service Status

Locating System Errors by Using Syslog Viewer

Recording Trace and Log Central Job Details

Accessing CDR Management Configuration

Determining System Configuration Counts

Firmware Information

Obtaining System Version Information

Gathering Information for an Installation

Handling Network Errors During Upgrade

Assigning the Host Name/IP Address (Servername) to the 6.1(2) Server

Upgrading Cisco Unified Communications Manager

Navigating Within the Installation Wizard

Using the Data Migration Assistant Generated Configuration File

Starting the Installation

Entering Preexisting Configuration Information

Applying a Patch

Upgrading from a Local Disk

Upgrading From a Remote Server

Upgrading the Cisco Unified Communications Manager First Node

Upgrading Subsequent Nodes in the Cluster

Post-Upgrade Tasks

Uploading Licenses

Obtaining Software Feature Licenses

Upgrading Product Licenses

Uploading a License File

Verifying Cisco Unified Communications Manager Services

Using the Disaster Recovery Disc

Reverting to a Previous Version of Cisco Unified Communications Manager

Switching Partitions

Examining Log Files

Obtaining Documentation, Obtaining Support, and Security Guidelines


Upgrading to Cisco Unified Communications Manager Release 6.1(2) from Cisco Unified Communications Manager 4.x Releases


This document describes how to upgrade to Cisco Unified Communications Manager 6.1(2) from a Cisco Unified Communications Manager 4.x release.

For information about upgrading your Cisco Unified Communications Manager software after you have upgraded to release 5.0(1) or later, refer to Cisco Unified Communications Operating System Administration Guide.

For information about performing a fresh installation of Cisco Unified Communications Manager (rather then upgrading from an earlier release) or configuring Cisco Unified Communications Manager when it is preinstalled on your server, refer to Installing Cisco Unified Communications Manager.

The 6.1(2) release of Cisco Unified Communications Manager uses a different installation framework than releases of Cisco Unified Communications Manager prior to 5.0. Before upgrading to Cisco Unified Communications Manager 6.1(2), review all upgrade instructions carefully.

Contents

This document contains the following topics:

Installation Overview

Related Documentation

Important Considerations

Preparing To Upgrade

Upgrading Cisco Unified Communications Manager

Post-Upgrade Tasks

Using the Disaster Recovery Disc

Examining Log Files

Obtaining Documentation, Obtaining Support, and Security Guidelines

Installation Overview

Cisco Unified Communications Manager uses a different installation framework than previous releases. The installation process allows you to perform a basic installation, upgrade from Cisco Unified Communications Manager 4.x to Cisco Unified Communications Manager 6.1(2), and upgrade to a newer service release during the installation.

For a more detailed description of the different installation types, see Table 1.

Table 1 Installation Options 

Installation Types
Description

Basic Install

This option represents the basic Cisco Unified Communications Manager 6.1(2) installation, which installs the software from the installation disc and does not use any imported data.

Applying a Patch

This option allows you to upgrade the software version that the installation disc contains with the latest service release. You can also choose to apply a patch and then do a Windows upgrade and perform both during the installation process.

Import Windows Data

This option allows you to import database information from a Cisco Unified Communications Manager 4.x system by using a file that the Data Migration Assistant (DMA) tool produces.



Note The document describes the procedure for performing a Windows Upgrade. For basic installation instructions, see Installing Cisco Unified Communications Manager.


Related Documentation

For further information about related Cisco IP telephony applications and products, refer to the Cisco Unified Communications Manager Documentation Guide at the following URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/products_documentation_roadmaps_list.html

Table 2 lists URLs for software and additional documentation.

Table 2 Quick Reference for URLs 

Related Information and Software
URL

Cisco MCS data sheets

http://www.cisco.com/en/US/products/hw/voiceapp/ps378/index.html

Software-only servers (IBM, HP, Compaq, Aquarius)

http://www.cisco.com/en/US/products/hw/voiceapp/ps378/prod_brochure_list.html

Cisco Unified Communications Manager service releases

http://www.cisco.com/public/sw-center/sw-voice.shtml


Important Considerations

Before you proceed with the Cisco Unified Communications Manager upgrade, consider the following requirements and recommendations:

Ensure that you connect each Cisco Unified Communications Manager node to an uninterruptible power supply (UPS) to provide backup power and protect your system.


Caution Failure to connect the Cisco Unified Communication Manager nodes to a UPS may result in damage to physical media and require a new installation of Cisco Unified Communications Manager.

Be aware that when you install Cisco Unified Communications Manager 6.1(2) on an existing server, the hard drive gets formatted, and all existing data on the drive gets overwritten.

Be aware that all secure phones will remain down during the upgrade process.

Install the Cisco Unified Communications Manager software on the first node, or publisher, server first and then on the subsequent nodes. You must configure the subsequent nodes on the first node before you can install the subsequent node.

Enter the same security password on all servers in the cluster.

Before you can install subsequent, or subscriber, nodes, you must first configure them on the first, or publisher, node.

Install the Cisco Unified Communications Manager software during off-peak hours or a maintenance window to avoid impact from call-processing interruptions.

Configure the server by using static IP addressing to ensure that the server obtains a fixed IP address and that the Cisco Unified IP Phones can register with the application when you plug the phones into the network.

Do not install Cisco Unified Communications Manager in a large Class A or Class B subnet that contains a large number of devices.

When you install Cisco Unified Communications Manager in a large subnet with a large number devices in that subnet, the Address Resolution Protocol (ARP) table can fill up quickly (maximum 1024 entries, by default). When the ARP table is full, Cisco Unified Communications Manager can have difficulty talking to endpoints and cannot add more phones.

You must have access to an SFTP server to back up Cisco Unified Communications Manager over a network.

Do not attempt to perform any configuration tasks during the installation.

Do not install any Cisco-verified applications until you complete installing Cisco Unified Communications Manager on every server in the cluster.

Be aware that customer background images, custom TFTP files, custom MoH files, and customer ring tones do not get migrated during the upgrade process. You must reinstall these files after the upgrade completes. See the "Post-Upgrade Tasks" section for more information.

Be aware that end-user settings such as ring tones and background images do not get migrated during the upgrade process. The end user must reconfigure these items after the upgrade completes.

Be aware that the demo license feature is not available when you upgrade from a previous product version.

Be aware that directory names and filenames that you enter while running the installation program are case-sensitive.

Administrators can connect third party voicemail systems to Cisco Unified Communications Manager. The voice-messaging system must have a simplified message desk interface (SMDI) that is accessible with a null-modem EIA/TIA-232 cable (and an available serial port). To connect the EIA/TIA-232 cable to Cisco Unified Communications Manager Release 5.0 or later, use a Cisco certified serial-to-USB adapter with the part number USB-SERIAL-CA=.

Carefully read the instructions that follow before you proceed with the installation.

Preparing To Upgrade

This section describes how to prepare to upgrade from Cisco Unified Communications Manager 4.x to release 6.1(2).

Frequently Asked Questions About the Cisco Unified Communications Manager Installation

The following section contains information about commonly asked questions and responses. Review this section carefully before you complete the Cisco Unified Communications Manager installation.

From What Version Can I Upgrade to Cisco Unified Communications Manager 6.1(2)?

For information on supported upgrades, refer to the Cisco Unified Communications Manager Software Compatibility Matrix at the following URL:

http://www.cisco.com/en/US/products/sw/voicesw/ps556/products_device_support_tables_list.html

What User Names Passwords do I Need to Specify?


Note The system checks your passwords for strength. For guidelines on creating a strong passwords, see the "What is a Strong Password?" section.


During the Cisco Unified Communications Manager upgrade, you must specify the following user names and passwords:

Administrator user name and password

Application user name and password

Security password

End user password and PIN

Administrator User Name and Password

You use the Administrator user name and password to log in to the following areas:

Cisco Unified Communications Operating System Administration

Disaster Recovery System

Command Line Interface

To specify the Administrator user name and password, follow these guidelines:

Administrator Account user name—The Administrator Account user name must start with an alphabetic character and can contain alphanumeric characters, hyphens and underscores.

Administrator Account password—The Administrator Account password must be at least six characters long and can contain alphanumeric characters, hyphens, and underscores.

You can change the Administrator Account password or add a new Administrator account by using the command line interface. For more information, see Table 5 in the "Gathering Information for an Installation" section or the Cisco Unified Communications Operating System Administration Guide.

Application User Name and Password

You use the Application user name and password to access applications that are installed on the system, including the following areas:

Cisco Unified Communications Manager Administration

Cisco Unified Serviceability

Cisco Real-Time Monitoring Tool

Cisco Unified Reporting

To specify the Application user name and password, follow these guidelines:

Application User name—The Application User name must start with an alphabetic character and can contain alphanumeric characters, hyphens and underscores.

Application User password—The Application User password must be at least six characters long and can contain alphanumeric characters, hyphens, and underscores.

You can change the Application User name and password by using the command line interface. For more information, see Table 5 in the "Gathering Information for an Installation" section or the Cisco Unified Communications Operating System Administration Guide.

Security Password

The system uses this password to authorize communications between nodes, and you must ensure that this password is identical on all nodes in the cluster.

The Security password must be at least six characters long and can contain alphanumeric characters, hyphens, and underscores.

End User Password and PIN

The system uses this password and PIN to reset the password and PIN for all end users that were configured on the Windows-based Cisco Unified Communications Manager.


Note After you upgrade the system, you must inform all end users about this new default password and PIN, which they can then change to a password and PIN of their choosing.


What is a Strong Password?

The installation wizard checks to ensure that you enter a strong password. To create a strong password, follow these recommendations:

Mix uppercase and lowercase letters.

Mix letters and numbers.

Include hyphens and underscores.

Remember that longer passwords are stronger and more secure than shorter ones.

Avoid the following types of passwords:

Do not use recognizable words, such as proper names and dictionary words, even when combined with numbers.

Do not invert recognizable words.

Do not use word or number patterns, like aaabbb, qwerty, zyxwvuts, 123321, and so on.

Do not use recognizable words from other languages.

Do not use personal information of any kind, including birthdays, postal codes, names of children or pets, and so on.

Which servers does Cisco support for this installation?

To find which servers support Cisco Unified Communications Manager 6.1(2), refer to the Cisco Unified Communications Manager Server Support Matrix at

http://www.cisco.com/en/US/partner/products/hw/voiceapp/ps378/prod_brochure_list.html

May I install other software besides Cisco Unified Communications Manager on the server?

You must do all software installations and upgrades by using Cisco Unified Communications Operating System Administration. The system can upload and process only software that Cisco Systems approved. You cannot install or use third-party or Windows-based software applications that you may have been using with a previous version of Cisco Unified Communications Manager with Cisco Unified Communications Manager 6.1(2).

Browser Requirements

You can access Cisco Unified Communications Manager Administration, Cisco Unified Serviceability, Cisco Unified Reporting, Cisco Unified Communications Operating System Administration, and Disaster Recovery System by using the following browsers:

Microsoft Internet Explorer version 6.x

Netscape Navigator version 7.1 or later


Note Cisco does not support or test other browsers, such as Mozilla Firefox.


Configuring the Hardware

As a part of software installation, the system installer configures the system BIOS and RAID settings for the new operating system and Cisco Unified Communications Manager application. See Table 3 for the BIOS settings and Table 4 for the RAID settings that are set up during installation.


Note If the hardware configuration process fails during installation, you can use boot-time utilities on both the IBM and HP servers to manually configure the RAID and BIOS settings, as shown in Table 3 and Table 4.


Table 3 BIOS Configuration Settings for HP and IBM Servers 

HP Servers
IBM Servers

OS Selection: Linux (not applicable on newer models)

OS Selection: Not applicable

Boot order: CD, C:, Floppy

Boot order: CD, C:, Floppy

Post F1 prompt: Delayed

Post F1 prompt: Delayed

Hyperthreading: Enabled

Hyperthreading: Enabled


Table 4 RAID Settings

MCS 7825 Servers (HP and IBM)
MCS 7835 Servers (HP and IBM)
MCS 7845 Servers (HP and IBM)

Software RAID

Logical drives: 1

Logical drives: 2

Software RAID

Note For the HP 7825H1 and the IBM 7825I1, SATA RAID gets enabled, and the RAID type specifies 1(1+0), with one logical drive.

RAID type: 1(1+0)

RAID type: 1(1+0)


Performing Pre-Upgrade Tasks

Perform the following tasks before you begin the upgrade:

 
Pre-Upgrade Task
Important Notes

Step 1 

Verify that your servers meet the system requirements for upgrading Cisco Unified Communications Manager nodes in the cluster.

Refer to the following documentation for information about the capacity of server models:

Release notes for your product release

http://www.cisco.com/en/US/products/hw/voiceapp/ps378/prod_brochure_list.html

Make sure to account for any growth that has occurred since initial system configuration.

Step 1 

Ensure that you connect each Cisco Unified Communications Manager node to an uninterruptible power supply (UPS) to provide backup power and protect your system.


Caution Failure to connect the Cisco Unified Communication Manager nodes to a UPS may result in damage to physical media and require a new installation of Cisco Unified Communications Manager.

Step 2 

Verify the integrity of any new server hardware (such as hard drives and memory) by running any manufacturer-provided utilities.

 

Step 3 

Make sure that you have a copy of all custom ring files, phone backgrounds, and music on hold sources.

Consider this as precautionary because the restore is designed to restore these items.

Step 4 

Obtain and store files for any locales that are installed on the server.

You might need to reinstall locales after doing the upgrade.

Step 5 

Do not change computer names or IP addresses, or add more nodes to the cluster.

 

Step 6 

Verify the integrity of your software downloads and DVDs.

Perform the following tasks:

Check the MD5 checksum of downloaded software against the published value to verify that it downloaded properly.

Verify that the DVD is readable by a DVD drive.

Step 7 

Perform any system tests that you intend to perform after the replacement before the replacement also, to verify that the tests pass before you do the replacement.

Document these tests, so you can perform them identically after doing the replacement.

Step 8 

If you use DNS, verify that all servers to be replaced are configured in DNS properly. All nodes in the cluster must either use DNS or not use it.

See the "Verifying DNS Registration" section.

Step 9 

If you are getting the system time from an NTP server, verify that the first node can synchronize with the NTP server before you install a subsequent node.

To verify the NTP status of the first node, log into the Command Line Interface on the first node and enter the following command: utils ntp status

For more information, see the Cisco Unified Communications Operating System Administration Guide.


Caution If the first node fails to synchronize with an NTP server, installation of a subsequent node can also fail.

Step 10 

Do not run Network Address Translation (NAT) or Port Address Translation (PAT) between Cisco Unified Communications Manager nodes.

 

Step 11 

Record all the registration information by using the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT).

See the "Determining Registration Counts by Using RTMT" section.

Step 12 

Record all the critical services and their activation status by using the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT).

See the "Recording Critical Service Status" section.

Step 13 

Using the Syslog viewer in the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT), locate any events that have a severity of Error or higher.

Perform this task to ensure that no system-affecting errors exist on your system.

See the "Locating System Errors by Using Syslog Viewer" section.

Step 14 

Record the details of all Trace and Log Central jobs.

See the "Recording Trace and Log Central Job Details" section.

Step 15 

Record CDR Management configuration and destinations, if applicable.

See the "Accessing CDR Management Configuration" section.

Step 16 

From Cisco Unified Communications Manager Administration, determine the number of specific items that are configured on the server.

See the "Determining System Configuration Counts" section.

Step 17 

From Cisco Unified Communications Manager Administration, record all the phone loads and device types that display on the Firmware Load Information window.

See the "Firmware Information" section.

If you have custom device types that do not ship with Cisco Unified Communications Manager, make sure that you have the appropriate files. You might need to reinstall the devices types after performing the replacement.

Step 18 

If your cluster is running in secure mode, make sure that you have USB eToken devices and CTL Client plug-in utility installed on a computer that is running the Windows operating system.

For information about performing these tasks and about Cisco Unified Communications Manager security, refer to the "Installing the CTL Client" procedures in the Cisco Unified Communications Manager Security Guide.

Step 19 

Run Cisco Unified CallManager Upgrade Utility on the server to verify that the system is ready for upgrade.

Refer to Using Cisco Unified CallManager Upgrade Utility.

Step 20 

Perform the recommended backup procedures on the publisher server. Back up every database that is associated with your Cisco Unified Communications Manager server.

Refer to Cisco IP Telephony Backup and Restore System (BARS) Administration Guide.

Step 21 

If you are using a third-party application to access Call Detail Records (CDR), perform a backup of the CDR data as recommended in the third-party vendor documentation.


Caution Data Migration Assistant does not migrate CDR data except those records in the CAR database.

For more information on CAR, refer to the Cisco Unified Serviceability Administration Guide for the version of Cisco Unified CallManager running on your system.

Step 22 

If you use Cisco Unified Communications Manager CDR Analysis and Reporting, make sure that the latest CDRs exist in the CAR database by setting the CDR load schedule to run before you execute the Data Migration Assistant. DMA will not migrate any CDRs generated after you have run the loader.

For information on configuring the CAR load schedule before you upgrade, see the Cisco Unified Serviceability Administration Guide for the version of Cisco CallManager running on your system.

Step 23 

If you do not need to carry over your CAR data to Cisco Unified Communications Manager 6.1(2), Cisco recommends that you purge the CAR data before you run DMA.

Make sure that you purge any CAR records older than 180 days.

Purging the CDR data speeds up the migration process and decreases the size of the DMA TAR file.


Caution The version of CAR that runs on Cisco Unified Communications Manager 6.1(2) does not retain CDRs older than 180 days in the CAR database. If you migrate records older than 180 days, the system deletes them immediately after you upgrade.

Caution The Cisco Unified Communications Manager installation program limits the time in which CAR records are migrated from the DMA TAR file to the CAR database on the upgraded system. The installer migrates approximately 100,000 to 150,000 of the oldest individual CAR records within the time limit.

For information on configuring automatic database purging after you upgrade, refer to the Cisco Unified Communications Manager CDR Analysis and Reporting Administration Guide.

For more information on the Data Migration Assistant, see the Data Migration Assistant User Guide.

Step 24 

Export the data on the current Cisco Unified Communications Manager Publisher server by running the Data Migration Assistant (DMA).

Ensure the configuration files and exported data files are located in one of the following locations:

Hard drive (for DMABackupInfo.inf only)

Floppy drive (for DMABackupInfo.inf only)

Tape drive

Remote drive

DMA generates two files:

A tape archive (TAR) file that contains the database and directory information. The format of the filename follows: DMABackup<M>-<D>-<Y>#<H>-<mm>.tar where M specifies the month, D specifies the day, Y specifies the year, H specifies the hour in a 24-hour format, and mm specifies the minutes.

A backup information file that contains Cisco Unified Communications Manager configuration data, named DMABackupInfo.inf. The system saves it in the D:\DMA folder as part of the TAR file.

Note Do not change the configuration data filename. The upgrade fails if it does not find a file with the exact filename and format.

For more information on data migration, refer to Data Migration Assistant User Guide. You will be choosing an installation option based on the location of the DMA output configuration file and TAR file.

Step 25 

Before the upgrade, obtain the necessary information for configuring the platform and Cisco Unified Communications Manager on the first and subsequent nodes.

See the "Gathering Information for an Installation" section.

Step 26 

Record the Host Name/IP Address value that is configured on the Server Configuration Settings window of the Cisco Unified Communications Manager 4.x server.

To access the Host Name/IP Address field on the 4.x server, navigate to System > Server.

For more information, see the "Assigning the Host Name/IP Address (Servername) to the 6.1(2) Server" section

Step 27 

Familiarize yourself with the navigation options within the installation wizards.

See "Navigating Within the Installation Wizard" section.

Step 28 

Make sure that you have the 6.1(2) installation DVD. Also if you plan to install a patch during the upgrade, ensure you have the patch file available on a DVD or SFTP or FTP server that the Cisco Unified Communications Manager nodes can access.

See the "Applying a Patch" section for more information.

Verifying DNS Registration

If you use DNS, verify that all servers to be replaced are registered in DNS properly.

Procedure


Step 1 Open a command prompt.

Step 2 To ping each server by its DNS name, enter ping <DNS name>.

Step 3 To look up each server by IP address, enter nslookup <IP address>.


Related Topics

Performing Pre-Upgrade Tasks

Determining Registration Counts by Using RTMT

Record the number of registered devices, including the numbers of registered phones and gateways, by using the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT).

Procedure


Step 1 Download and install the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT) by choosing Application > Plugins from Cisco Unified Communications Manager Administration, clicking Find, and clicking the Download link next to the appropriate RTMT installer.

If you are planning to install the RTMT tool on a computer that is running the Microsoft Windows operating system, click the Download link for the Cisco Unified Communications Manager Real-Time Monitoring Tool-Windows. If you are planning to install the RTMT tool on a computer that is running the Linux operating system, click the Download link for the Cisco Unified Communications Manager Real-Time Monitoring Tool-Linux.

Step 2 Open RTMT.

Step 3 Perform one of the following tasks:

In the Quick Launch Channel, click the View tab, click the Device category, and click the Device icon.

Choose Monitor > Device Summary.

Step 4 For each node, record the number for each device type that is displayed, including the numbers of registered phones, FXS, FXO, T1Cas, PRI, MOH, MTP, CFB, XCODE, and H323 Gateways.


Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Serviceability Administration Guide

Recording Critical Service Status

Record all the critical services and their status by using the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT).

Procedure


Step 1 Perform one of the following tasks:

In the Quick Launch Channel, click the View tab, click the Server category, and click the Critical Services icon.

Choose Monitor > Server > Critical Services.

Step 2 Record the status of all critical services for each node in the cluster.


Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Serviceability Administration Guide

Locating System Errors by Using Syslog Viewer

Using the Syslog viewer in the Cisco Unified Communications Manager Real-Time Monitoring Tool (RTMT), locate any events that have a severity of Error or higher.

Procedure


Step 1 Open RTMT and perform one of the following tasks:

In the Quick Launch Channel, click the Tools tab; then, click SysLog Viewer and the SysLog Viewer icon.

Choose Tools > SysLog Viewer > Open SysLog Viewer.

Step 2 From the Select a Node drop-down list box, choose the server where the logs that you want to view are stored.

Step 3 Double-click the Application Logs folder.

Step 4 Locate events with a severity of Error or higher.

Step 5 Review each log to locate system-affecting errors.


Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Serviceability Administration Guide

Recording Trace and Log Central Job Details

Record the details of all Trace and Log Central jobs.

Procedure


Step 1 Open RTMT and perform one of the following tasks:

In the Quick Launch Channel, click the Tools tab; then, click Trace and the Job Status icon.

Choose Tools > Trace > Job Status.

Step 2 Double click each scheduled job and record the details that display for each job in the Show Detail dialog box.


Related Topics

Performing Pre-Upgrade Tasks

Cisco Unified Serviceability Administration Guide

Accessing CDR Management Configuration

Record CDR Management configuration and destinations, if applicable.

You use the CDR Management Configuration window to set the amount of disk space to allocate to call detail record (CDR) and call management record (CMR) files, configure the number of days to preserve files before deletion, and configure up to three billing application server destinations for CDRs. The CDR repository manager service repeatedly attempts to deliver CDR and CMR files to the billing servers that you configure on the CDR Management Configuration window until it delivers the files successfully, until you change or delete the billing application server on the CDR Management Configuration window, or until the files fall outside the preservation window and are deleted.

Procedure


Step 1 From Cisco Unified Serviceability, choose Tools > CDR Management.

The CDR Management Configuration window displays.

Step 2 Record the General Parameters and the Billing Application Server Parameters.


Related Topics

Performing Pre-Upgrade Tasks

Cisco Unified Serviceability Administration Guide

Determining System Configuration Counts

From Cisco Unified Communications Manager Administration, obtain counts of each of the items that are configured on the system that you want to verify after the replacement. Some examples of items to count follow:

Phones

Gateways

Trunks

Users

Route Patterns

CTI ports

CTI route points

Procedure


Step 1 In Cisco Unified Communications Manager Administration, access the windows for each item that you want to count and click Find without entering any search parameters. Some examples follow:

Find and List Phones (Device > Phone)

Find and List Gateway (Device > Gateway)

Find and List Trunks (Device > Trunk)

Find and List Route Patterns (Call Routing > Route/Hunt > Route Pattern)

Find and List Users (User Management > End Users)


Note Before the upgrade, locate users by choosing User > Global Directory.


Find and List Application Users (User Management > Application Users)


Note Before the upgrade, locate users by choosing User > Global Directory.


Step 2 Record the number of each of the items (devices, route patterns, and users).


Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Communications Manager Administration Guide

Firmware Information

Record all of the phone loads and device types that display on the Firmware Load Information window.

Procedure


Step 1 In Cisco Unified Communications Manager Administration, choose Device > Device Settings > Firmware Load Information.

The Firmware Load Information window displays.

Step 2 Record all the phone loads and device types that display.


Note If you have custom device types that do not ship with Cisco Unified Communications Manager, make sure that you have the appropriate files, so you can reinsert them, if needed.



Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Communications Manager Administration Guide

Obtaining System Version Information

Compare the system version on each node in your cluster by using Cisco Unified Communications Operating System Administration.

Verify that you have DVDs with that version. If you have a service release, you need media for base image and the service release.

Procedure


Step 1 From Cisco Unified Communications Manager Administration, choose Help > About.

Step 2 Make a note of the system version.


Note After the upgrade, you can also view the system version by choosing Show > System from Cisco Unified Communications Operating System Administration. Make a note of the value that displays in the Product Version field on the System Status window.



Related Topics

Performing Pre-Upgrade Tasks

Post-Upgrade Tasks

Cisco Unified Communications Operating System Administration Guide

Gathering Information for an Installation

Use Table 5 to record the information about your Cisco Unified Communications Manager server. Gather this information for each Cisco Unified Communications Manager server that you are installing in the cluster. You may not need to obtain all the information; gather only the information that is pertinent to your system and network configuration. You can make copies of this table and record your entries for each server in a separate table, even if you are planning to use the DMABackupInfo.inf file to configure your system.


Note Because some of the fields are optional, they may not apply to your configuration. For example, you choose not to set up an SMTP host.



Caution You cannot change some of the fields after installation without reinstalling the software, so be sure to enter the values that you want.

The last column in the table shows whether a field can be changed after installation and, if so, whether you can change it through Cisco Unified Communications Operating System Administration or through the Command Line Interface (CLI).

Table 5 Node Configuration Data 

Parameter
Description
Can Entry Be Changed After Installation?

Administrator ID

This field specifies the administrator account user ID that you use for secure shell access to the CLI, for logging into Cisco Unified Communications Operating System Administration and for logging into the Disaster Recovery System.

No, you cannot change the entry after installation.

Note After installation, you can create additional administrator accounts, but you cannot change the original administrator account user ID.

Your entry:

Administrator Password

This field specifies the password for the Administrator account, which you use for secure shell access to the CLI, for logging into Cisco Unified Communications Operating System Administration and for logging into the Disaster Recovery System.

Ensure the password is at least six characters long; it can contain alphanumeric characters, hyphens, and underscore.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set password admin

Your entry:

Application User Name

You use the Application User name as the default password for applications that are installed on the system, including Cisco Unified Communications Manager and Cisco Unified Serviceability.

Yes, you can change the entry after installation by using the following CLI command:

CLI > utils reset_ui_administrator_name

Your entry:

Application User Password

You use the Application User password as the default password for applications that are installed on the system, including Cisco Unified Communications Manager and Cisco Unified CallManager Serviceability.

Yes, you can change the entry after installation by using the following CLI command:

CLI > utils reset_ui_administrator_password

Your entry:

Country

Choose the appropriate country for your installation.

The system uses this information to generate certificate signing requests (CSRs), which are used to obtain third-party certificates.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set web-security

Your entry:

DHCP

If you want to use DHCP to automatically configure the network settings on your server, choose Yes.

If you choose Yes, you do not get prompted for DNS or static configuration settings.

If you choose No, you must enter a hostname, IP Address, IP Mask, and Gateway.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network dhcp

Your entry:

DNS Enable

A DNS server resolves a hostname into an IP address or an IP address into a hostname. If you do not have a DNS server, enter No.

If you have a DNS server, Cisco recommends that you enter Yes to enable DNS.

Note When DNS is not enabled, you should only enter IP addresses (not host names) for all network devices in your Cisco Unified Communications Manager network.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network dns

Your entry:

DNS Primary

Enter the IP address of the DNS server that you want to specify as the primary DNS server. Enter the IP address in dotted decimal format as ddd.ddd.ddd.ddd.

Consider this field mandatory if DNS is set to yes.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network dns

Your entry:

DNS Secondary (optional)

Enter the IP address of the DNS server that you want to specify as the optional secondary DNS server.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network dns

Your entry:

Domain

This field represents the name of the domain in which this machine is located.

Consider this field mandatory if DNS is set to yes.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network domain

Your entry:

End User Password

The system uses this password to reset the password for all end users that were configured on the Windows-based Cisco Unified CallManager.

Yes, after you upgrade the system, you must inform all end users about this new password, which they can then change to a password of their choice.

Your entry:

End User PIN

The system uses this PIN to reset the PIN for all end users that were configured on the Windows-based Cisco Unified CallManager.

Yes, after you upgrade the system, you must inform all end users about this new PIN, which they can then change to a PIN of their choice.

Your entry:

Gateway Address

Enter the IP address of the network gateway.

If you do not have a gateway, you must still set this field to 255.255.255.255. Not having a gateway may limit you to only being able to communicate with devices on your subnet.

If DHCP is set to No, consider this field mandatory.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network gateway

Your entry:

Hostname

Enter a host name that is unique to your server.

The host name can comprise up to 64 characters and can contain alphanumeric characters and hyphens.

If DHCP is set to No, consider this field mandatory.

You can change the hostname after installation.

For more information on changing hostnames, refer to the Changing the IP Address and Host Name for Cisco Unified Communications Manager 5.x and 6.x Servers document at the following URL: http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

Your entry:

IP Address

Enter the IP address of your server.

If DHCP is set to No, consider this field mandatory.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network IP

Note If IP addresses (not host names) are configured in Cisco Unified Communications Manager Administration under System > Servers, you must change the IP address there before changing it here, or call processing will fail.

Your entry:

IP Mask

Enter the IP subnet mask of this machine.

If DHCP is set to No, consider this field mandatory.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network ip eth0

Your entry:

Location

Enter the location of the server.

The system uses this information to generate certificate signing requests (CSRs), which are used to obtain third-party certificates.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set web-security

Your entry:

MTU Size

The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network.

Enter the MTU size in bytes for your network. If you are unsure of the MTU setting for your network, use the default value.

Default: 1500 bytes

Note The MTU size on the first node must match the MTU size on the subsequent nodes. If these values do not match, the Cisco Unified Communications Manager upgrade will fail.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network mtu

Your entry:

NIC Duplex

Choose the duplex mode for the network interface card (NIC), either Full or Half.

Note This parameter only displays when you choose not to use Automatic Negotiation.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network nic

Your entry:

NIC Speed

Choose the speed for the NIC, either 10 Megabits per second or 100 Megabits per second.

Note This parameter only displays when you choose not to use Automatic Negotiation.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set network nic

Your entry:

NTP Server

Enter the hostname or IP address of one or more network time protocol (NTP) servers with which you want to synchronize.

Note You can enter up to five NTP servers.

Yes, you can change the entry after installation by using the following CLI command:

CLI > utils ntp config

Your entry:

Organization

Enter the name of your organization.

The system uses this information to generate certificate signing requests (CSRs), which are used to obtain third-party certificates.

Yes, you can change the entry after installation by using the following CLI command:

CLI > set web-security

Your entry:

Security Password