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CONTENTS
CHAPTER
1-1 1-1
About Cisco Unified Presence Installation Prerequisites Required Passwords 1-2 Supported Servers 1-3 Bridged Upgrade 1-3 Software Restrictions 1-4 Performing Pre-Installation Tasks Getting More Information
2
1-5 1-4
CHAPTER
2-1 2-1
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server VMware Software Requirements 2-1 VMware Hardware Requirements 2-2 Supported OVA Templates 2-2 VMware Feature Support 2-3 VMware License Requirements 2-3 Exceptions for VMware Installations 2-4 How to Install Cisco Unified Presence on a VMware Server 2-4 Installing Cisco Unified Presence on a New VMware Server 2-4 Migrating to Cisco UCS Blade Servers 2-5 How to Run Cisco Unified Presence on ESXi 4.1
2-5
How to Configure the VMware Identity Feature 2-6 Creating the Identity Template 2-6 Deploying the Identify Template on a Virtual Cisco Unified Presence 2-6 Deploying the Identity Template on a Cisco Unified Presence Cluster 2-7
3
CHAPTER
3-1
How to Install and Configure Cisco Unified Presence 3-2 Starting a Basic Installation 3-2 Configuring the Basic Installation 3-4 Configuring System Time on the Cisco Unified Presence Publisher Server Using an Answer File for an Unattended Installation of Cisco Unified Presence Uploading Preexisting Installation Data to Cisco Unified Presence
3-9
3-6 3-7
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
Contents
CHAPTER
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers 4-1 Completing the Installation of the Cisco Unified Presence Publisher Server Completing the Installation of Subsequent Cisco Unified Presence Servers Post-Installation Checklist
4-6 4-1 4-4
APPENDIX
Installation Readiness Checklist and Settings Installation Readiness Checklist RAID and BIOS Settings
A-9 A-1
A-1
A-5
Accessibility Settings in Cisco Unified Presence Administration Accessing the Icons in the Window A-9 Accessing the Buttons in the Window A-10
B
A-9
APPENDIX
B-1 B-1
How to Upgrade to a Later Release of Cisco Unified Presence Software Upgrading from a Local Disk B-2 Upgrading from a Remote Server B-2 Retrieving the Remote Patch B-4
How to Perform Intercluster Upgrades B-5 Prerequisites for an Intercluster Upgrade B-5 Roster Migration for Intercluster Upgrade B-5 Contact List Size for Intercluster Upgrade B-6 SIP Remote Contact Limit B-6 Performing an Intercluster Upgrade B-6 Verifying that the Roster Migration is Complete on Cisco Unified Presence
B-8
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
CH A P T E R
Required Passwords, page 2 Supported Servers, page 3 Bridged Upgrade, page 3 Software Restrictions, page 4
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-1
Required Passwords
During the Cisco Unified Presence installation, you will be required to specify the following user names and passwords: Password Type Administrator Account Description You will need to create an Administrator user ID and password to sign in to the following user interfaces:
Troubleshooting Tips
Cisco Unified Operating System Administration interface Disaster Recovery System Administration interface Command Line Interface (CLI)
The Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. If you lose the Administrator password and cannot access the system, you can recover the Administrator password in Cisco Unified Communications Operating System Administration. If you need to reset the Administrator password, use the CLI. For the required CLI syntax, see the Installation Readiness Checklist in the appendix to this guide.
1-2
Chapter 1
Preparing to Install Cisco Unified Presence About Cisco Unified Presence Installation Prerequisites
Description You will need to create an Application User user ID and password to sign in to the Cisco Unified Presence Administration interface. You will need to obtain the security password from Cisco Unified Communications Manager for the Cisco Unified Presence servers that you are installing. The security password that you set for Cisco Unified Presence must be identical to the password used on the Cisco Unified Communications Manager Publisher server.
Troubleshooting Tips If you need to reset the Application User password, use the CLI. For the required CLI syntax, see the Installation Readiness Checklist in the appendix to this guide.
Security Password
If you lose the Cisco Unified Communications Manager security password, there is no way to verify what it is on the Cisco Unified Communications Manager server. You can reset the Cisco Unified Communications Manager security password in the Post-Installation deployment wizard, which displays the first time you sign in to Cisco Unified Presence Administration. To reset the Cisco Unified Communications Manager security password after your first sign in to Cisco Unified Presence Administration, select System > CUCM Publisher in Cisco Unified Presence Administration.
Supported Servers
Before you install Cisco Unified Presence:
You must check your hardware and ensure that your servers are supported. To determine which servers support Cisco Unified Presence releases, see the Hardware and Software Compatibility Information for Cisco Unified Presence at http://www.cisco.com/en/US/products/ps6837/products_device_support_tables_list.html If you are configuring the Cisco Unified Presence multi-node feature in your network, review the multi-node hardware recommendations, and installation and upgrade information, in the Cisco Unified Presence Deployment Guide at http://www.cisco.com/en/US/products/ps6837/products_installation_and_configuration_guides_lis t.html
Bridged Upgrade
Cisco Unified Presence supports bridged upgrades to customers who wish to migrate from discontinued hardware to supported hardware.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-3
Cisco Unified Presence supports bridged upgrades from any of these discontinued servers:
Note
Cisco Unified Presence Release 8.x no longer supports bridged upgrades for the following discontinued servers:
The bridged upgrade allows you to create a DRS backup on the discontinued hardware. You can then restore the DRS backup on supported hardware after you complete a fresh Cisco Unified Presence installation on the supported hardware. When you attempt an upgrade on the discontinued hardware listed here, Cisco Unified Presence displays a warning on the interface, and on the CLI, and informs you that Cisco Unified Presence only supports the functionality to create a DRS backup on this server.
Related Topics
Software Restrictions
Cisco Unified Presence can only upload and process software that Cisco Systems approves. You cannot install or use third-party Linux or Windows-based software applications with Cisco Unified Presence. Perform valid software installations and upgrades in Cisco Unified Communications Operating System Administration.
See the Appendix to this guide. It contains a readiness checklist for gathering information prior to the installation, and information about which data fields you can and cannot change after installation. We recommend that you print out this checklist and enter your own configuration data to refer to during the installation process.
1-4
Chapter 1
Pre-installation Task
Step 1
Important Notes You can ping Cisco Unified Communications Manager from other servers. Select Tools > Service Activation in Cisco Unified Serviceability.
Ensure that the Cisco Unified Presence server has network access to the Cisco Unified Communications Manager publisher server. Ensure that you turn on the Cisco AXL Web Service on the associated Cisco Unified Communications Manager server.
Step 2
Step 3
If you use DNS, ensure that you have configured the host name of the new Cisco Unified Presence server on the Caution DNS server and that the DNS server can resolve the host name of the Cisco Unified Communications Manager publisher server and of other Cisco Unified Presence servers (if any).
We recommend that you use the same DNS servers between Cisco Unified Presence and Cisco Unified Communications Manager. If you use different DNS servers, it is likely to cause abnormal system behavior. If you are using the multi-node feature in Cisco Unified Presence, see the Deployment Guide for DNS configuration options.
Step 4
After a fresh installation of Cisco Unified Presence, the system will default to Evaluation mode for 90 days. To be able to move Cisco Unified Presence to Production mode (before or after the trial evaluation period ends), you must first obtain the correct server license file for the new installation of Cisco Unified Presence. These licenses covers the Cisco Unified Presence servers and provides service activation for the Presence Engine and Proxy services.
Use the License Generation web tool on Cisco.com to generate a license file with the number of unit licenses that you require. See the Deployment Guide for Cisco Unified Presence for information about Cisco Unified Presence licensing requirements, and about obtaining a license.
Step 5
See the Deployment Guide for Cisco Unified Presence for If you perform an upgrade to Cisco Unified Presence Release 8.0, obtain a software version (upgrade) license. information about Cisco Unified Presence licensing requirements, and about obtaining a license. This also applies if you perform a bridged upgrade to Cisco Unified Presence Release 8.0.
Related Topics
Appendix A Installation Readiness Checklist. Bridged Upgrade, page 3 Deployment Guide for Cisco Unified Presence
Online Help for Cisco Unified Presence Administration Provides step-by-step instructions for configuring, maintaining, and administering Cisco Unified Presence.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-5
Indicates compatible hardware servers and software with your current version of Cisco Unified Presence.
Port Usage Information for Cisco Unified Presence Contains port information for a Cisco Unified Presence release.
Changing the IP Address and Hostname for Cisco Unified Presence Provides the steps to change the IP address or host name on a Cisco Unified Presence server.
Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence Provides information about software upgrades, and information about the utilities that are available via the operating system and the command line interface.
Cisco Unified Presence Deployment Guide Provides an overview of the configuration process for Cisco Unified Presence and Cisco Unified Communications Manager, as well as information about integrating Cisco Unified Presence with Microsoft Live Communications Server, Microsoft Active Directory, and Microsoft Office Communicator. Also contains specific strategies for a multi-node deployment and Cisco recommendations for high availability.
Serviceability Configuration and Maintenance Guide for Cisco Unified Presence Provides descriptions of Cisco Unified Presence serviceability, as well as step-by-step instructions for configuring alarms, traces, and other reporting.
Disaster Recovery System Administration Guide Describes how to configure the backup settings, how to back up Cisco Unified Presence data, and how to restore the data.
For Cisco Unified Communications Manager information, refer to the following URL: http://cisco.com/en/US/products/sw/voicesw/ps556/tsd_products_support_series_home.html?q=
1-6
CH A P T E R
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server, page 1 How to Install Cisco Unified Presence on a VMware Server, page 4 How to Run Cisco Unified Presence on ESXi 4.1, page 5 How to Configure the VMware Identity Feature, page 6
Note
VMware Software Requirements, page 1 VMware Hardware Requirements, page 2 Supported OVA Templates, page 2 VMware Feature Support, page 3 VMware License Requirements, page 3 Exceptions for VMware Installations, page 4
Cisco Unified Presence, Release 8.x VMware ESXi, Release 4.0 and 4.1
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-1
Chapter 2 About the Prerequisites to Installing Cisco Unified Presence on a VMware Server
Note
Make sure that you use ESXi, rather than ESX, to run Cisco Unified Presence on VMware. However, the blade server can be part of a VMware ESX cluster. You can upgrade from Cisco Unified Presence Release 7.0(5) or higher to Cisco Unified Presence Release 8.x on VMware once you use one of the supported VMware specifications described in Supported OVA Templates, page 2.
Release Notes for Cisco Unified Presence Release 8.x for release specific information.
2-2
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server About the Prerequisites to Installing Cisco Unified Presence on a VMware Server
Supported Yes
Note
Cisco supports powering-down a VM, then rebooting the VM on a different blade server. This may be helpful if you want to put a blade server into maintenance mode.
SVmotion Snapshots Data Recovery Manager Fault Tolerance Consolidated Backup High Availability Site Recovery Manager
No No No No No Yes Yes
Note
All servers associated with this parameter must be on the same server area network (SAN).
Yes Yes
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-3
If the installation fails, Cisco Unified Presence dumps the install logs to a file through the serial port of the VMware server; Cisco Unified Presence cannot dump the install logs to a USB key. You must configure the serial port on the VMware server, or more specifically, link the serial port to a file where Cisco Unified Presence can dump the ASCII text. You must configure the serial port when the VMware server is powered off. Therefore, perform this configuration on the VMware server before you start the installation. To view the installation logs after they are published to a serial port on the virtual machine, see http://docwiki.cisco.com/wiki/How_to_Dump_Install_Logs_to_the_Serial_Port_of_the_Virtual_ Machine. Cisco Unified Presence does not support USB tape drive backup on a VMware server.
Installing Cisco Unified Presence on a New VMware Server, page 4 Migrating to Cisco UCS Blade Servers, page 5
In vSphere Client, edit the VMware server to force entry into BIOS setup the next time the virtual machine reboots. Make the Cisco Unified Presence installation media available to the VM DVD ROM drive. Power on the VMware server. In BIOS setup, promote CD ROM to boot before the hard drive. Complete booting the VMware server. The Cisco Unified Presence installation program starts. Go to the module Installing and Configuring Cisco Unified Presence in this guide.
Related Topics
2-4
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server How to Run Cisco Unified Presence on ESXi 4.1
Upgrade the MCS server to Cisco Unified Presence Release 8.x using the Cisco Unified Operating System interface. See the Release Notes for specific upgrade information relating to this release. Perform a DRS backup on the MCS server. Cisco Unified Presence does not support USB tape drive backup on a VMware server. Import the OVF template, and create the virtual machines on the UCS server. Power off the MCS server. Install Cisco Unified Presence Release 8.x on the virtual machine, and then perform a DRS restore to restore the data backed up from the MCS server to the Cisco Unified Presence on VMware on the UCS server.
Cisco Unified Presence does not support USB tape drive restore on a VMware server.
Obtain the license MAC value, and then request the licenses for your new VMWare sever. Upload the new licenses to the VMware server. Manually remove the original invalid license files and restart the license manager
Related Topics
Supported OVA Templates, page 2 Release Notes for Cisco Unified Presence Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence Changing the IP Address and Hostname for Cisco Unified Presence Disaster Recovery System Administration Guide
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-5
Creating the Identity Template, page 6 Deploying the Identify Template on a Virtual Cisco Unified Presence, page 6 Deploying the Identity Template on a Cisco Unified Presence Cluster, page 7
Use the correct OVA template to create a new VMware server for Cisco Unified Presence. Perform the standard install process to install Cisco Unified Presence. Apply basic and common configuration to the system.
Caution
Do not configure any values that may be dependent on IP addresses, hostnames, or any other setting that makes a system unique. Convert the Cisco Unified Presence virtual machine into an (identity) template. You can do this either by cloning the server to a template, or by converting it to a template using VSphere.
Step 4
What To Do Next
Create the identity template. You require the AFG tool for this procedure. You can download the AFG tool at this URL: http://www.cisco.com/web/cuc_afg/index.html
2-6
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server How to Configure the VMware Identity Feature
Procedure
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Use the identity template you created in the previous procedure to create a new Cisco Unified Presence instance on a VMware server. Power on the VMware server. Use the AFG tool to create a platformConfig.xml file. Insert the platformConfig.xml file into a virtual floppy instance (see Related Topics section for a link to instructions). Mount the .flp file in the floppy drive of the new VMware server. Using console or ssh, sign in to the CLI of the VMware server. Run this command:
utils import config
Troubleshooting Topics
If the Cisco Unified Presence proxy domain name is changed in the platformConfig.xml file, you need to manually change the proxy domain name on Cisco Unified Presence. Perform the proxy domain name change after you import the AFG .flp file, and after you run the post-installation steps on the Cisco Unified Presence administration GUI. See the Deployment Guide for Cisco Unified Presence at this URL for instructions on how to change the proxy domain name: http://www.cisco.com/en/US/products/ps6837/products_installation_and_configuration_guides_list.ht ml
Related Topics
Creating the Identity Template, page 6 For instructions on creating a virtual floppy instance, go to this URL: http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&exter nalId=1739 Deploying the Identity Template on a Cisco Unified Presence Cluster, page 7
Create two identity templates, one for the publisher Cisco Unified Presence node, and one for the subsequent (subscriber) Cisco Unified Presence node or nodes. Follow the procedure described in this module for creating an identity template.
Note
The subscriber template should be a "skip" install that is ready for configuration.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-7
Step 2 Step 3
Deploy a publisher and subscriber node using the publisher template and subscriber template respectively. Deploy the identity template on the on the publisher Cisco Unified Presence on the VMware server. Follow the procedure described in this module for deploying the identity template on a virtual Cisco Unified Presence. Start the publisher node, and perform these steps:
a. b.
Step 4
Sign in to Cisco Unified Presence Administration interface. Add each of the subscriber nodes to the Topology interface, and configure its hostname/IP address.
Step 5 Step 6
On the subscriber node or nodes, mount a floppy image that contains the AFG platformConfig.xml file. Power on the subscriber node or nodes and complete the installation.
Related Topics
Creating the Identity Template, page 6 Deploying the Identify Template on a Virtual Cisco Unified Presence, page 6
2-8
CH A P T E R
The entire Cisco Unified Presence installation process, excluding pre- and post-installation tasks, takes 45 to 120 minutes per server, depending on your server type. Cisco Unified Presence may or may not be preinstalled on your server. During the installation, you can either perform a basic installation or upgrade to a newer service release. After the software installation starts, you are asked to select one of the options in this table.
Description For Cisco Unified Presence servers delivered with the software installed, you do not need an installation disk. The installation routine runs in the same way as the basic installation. However, the Installation wizard will prompt you interactively for your configuration data and will pause between configuration steps to process your input. Represents the basic Cisco Unified Presence installation, which installs the software from the installation disk. Allows you, prior to configuring your system, to upgrade the software version that the installation disk contains to the latest service release.
Note
Note
To get help information on any window that displays during the installation, press the Space bar and select Help (when available).
How to Install and Configure Cisco Unified Presence, page 2 Using an Answer File for an Unattended Installation of Cisco Unified Presence, page 7 Uploading Preexisting Installation Data to Cisco Unified Presence, page 9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-1
Starting a Basic Installation, page 2 Configuring the Basic Installation, page 4 Configuring System Time on the Cisco Unified Presence Publisher Server, page 6
Complete the Installation Readiness checklist that contains the prerequisite information and tasks for your Cisco Unified Presence installation. If you have a new server with Cisco Unified Presence preinstalled, you do not need to install from a DVD, unless you want to reimage the server with a later product release. Skip to the procedure that describes how to enter preexisting installation data.
Procedure
Step 1 Step 2 Step 3
Insert the installation DVD into the tray and restart the server, so it starts from the DVD. Select Yes to perform a media check after the server completes its boot sequence. Perform one of the following actions in the Media Check Result window, after the media check completes:
Result
After you select OK, the system installer performs various hardware checks to ensure your system is correctly configured for Cisco Unified Perform the following actions: Presence: First the installation process checks for the correct drivers, and a. Download another copy you may see the following warning: from Cisco.com or obtain another disk directly from Cisco Systems.
b.
Drivers not found, do you want to install manually? Select Yes to continue the installation.
The installation next checks whether you have a supported
hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it Cisco Support. After the hardware checks complete, the Product Deployment Selection window displays.
Step 4
Select OK to install Cisco Unified Presence. The installation process then verifies RAID configuration and BIOS settings. If the installation process makes any changes to your hardware configuration settings, you will be prompted to restart your system. This check does not occur if you install Cisco Unified Presence on a server.
3-2
Chapter 3
Installing and Configuring Cisco Unified Presence How to Install and Configure Cisco Unified Presence
Step 5
Perform one of the following actions in the Proceed with Install window:
a. b.
Select Yes to continue with the installation. Select No to cancel the installation.
Caution
Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed. The Proceed with Install window indicates the Cisco Unified Presence software version, if any, on your hard drive and the version on the DVD. Perform one of the following actions in the Platform Installation window. If you want to: Install and configure the software at this time Install the software now and configure it later Action
a. b. a. b.
Step 6
Select Proceed. Continue with Step 7. Select Skip. Skip to the procedure that describes how to enter preexisting installation data. The system will restart.
Step 7
Perform one of the following actions in the Apply Patch window. If you want to: Install the software on the DVD without upgrading to a later release Upgrade to a later release of the software Action Select No.
a. b. Note
Select Yes. Skip to the procedure that describes how to upgrade to a later software release Only select this option when directed to do so by Cisco Technical Support.
Step 8
Related Topics
Appendix A Installation Readiness Checklist. Appendix A RAID and BIOS Settings. Appendix B Upgrading Cisco Unified Presence.
What To Do Next
Configuring the Basic Installation, page 4, or Uploading Preexisting Installation Data to Cisco Unified Presence, page 9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-3
Load your Cisco Unified Presence DVD and start the basic installation, as described in the previous topic. Cisco Unified Presence configuration is specific to your installation requirements, and some fields are optional. For example, you may choose to configure static IP address values and DNS over DHCP.
Procedure
Step 1
Complete the following steps using the up and down arrow keys in the Timezone Configuration window:
a. b.
Select the appropriate time zone for the server. Select OK.
Step 2
Perform one of the following actions in the Auto Negotiation Configuration window: If you want to: Action
Automatically set the speed and duplex settings of Select Yes. the Ethernet network interface card (NIC) using Note To use this option, your hub or Ethernet automatic negotiation switch must support automatic negotiation. Disable automatic negotiation
a. b.
Select No. Perform the actions following in the Duplex Configuration window:
Manually select the appropriate NIC
Step 3
Configure the Maximum Transit Unit (MTU) value, as follows: If you want to: Leave the MTU size unchanged from the default OS setting Action Select No.
Change the MTU size from the default OS setting Select Yes.
Note
If you need to change this value for Cisco Unified Presence, you must match it with the value on Cisco Unified Communications Manager. Both values must be identical; otherwise the installation will fail.
3-4
Chapter 3
Installing and Configuring Cisco Unified Presence How to Install and Configure Cisco Unified Presence
Step 4
Perform one of the following actions in the DHCP Configuration window: If you want to: Use DHCP Set up a static IP address for the server Action
a. b. a. b.
Select Yes Continue with Step 7. Select No. Continue with Step 5.
Step 5
Perform the following actions if you need to configure static IP address values, in the Static Network Configuration window:
a. b.
Enter your static network configuration values. Select OK. Select Yes, and enter your DNS client information. Select OK.
Step 6
Perform the following actions if you need to configure DNS, in the DNS Client Configuration window:
a. b.
Step 7 Step 8
Enter your Administrator Login and Password credentials. Perform the following actions in the Certificate Information window:
a. b.
Enter your certificate signing request information. This includes Organization, Unit, Location, State and Country. Select OK to continue.
Step 9
Decide your next step depending on the server that you are installing, as follows: If this server is the: Publisher serverthe first Cisco Unified Presence server that you are installing in the network Action
a. b.
Select Yes. Skip to the procedure that describes how to set system time on the Cisco Unified Presence publisher server described in Configuring System Time on the Cisco Unified Presence Publisher Server, page 6. Select No. Skip to the procedure that describes how to configure subsequent Cisco Unified Presence servers on the Cisco Unified Presence publisher server.
a. b.
Related Topics
What To Do Next
Configuring System Time on the Cisco Unified Presence Publisher Server, page 6 or
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-5
Start and configure the basic installation, as described in the previous topic. As you install the Cisco Unified Presence Publisher server, you have the option to set the system time manually using the hardware clock or assign up to five external NTP addresses. To ensure that accurate system time is set on the publisher server, we recommend that you configure the Cisco Unified Communications Manager publisher as the only NTP server. The Cisco Unified Communications Manager publisher is set as the sole NTP server for the cluster, then the subsequent servers in the cluster will set the time from the Cisco Unified Communications Manager publisher server. We strongly recommend you to leave the Cisco Unified Communications Manager publisher as the NTP server. However, if you require another NTP server, ensure that the server is stratum 9 or higher Stratums range from 9 (lowest) to 1 (highest). Regardless of any change you make to the NTP server during installation, it changes to Cisco Unified Communications Manager publisher after installation.
Procedure
Step 1
Set correct system time in the Network Time Protocol Client Configuration window, as follows: If you want to configure: An external NTP server Action
a. b.
Select Yes. Enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. If the network does not have DNS, you must enter an IP address because the hostname will not automatically resolve to an IP address. Select Proceed to continue with the installation. You can configure up to five NTP servers, and we recommend that you use at least three. The system contacts an NTP server and automatically sets the time on the hardware clock. If the Test button displays, you can select Test to check whether the NTP servers are accessible. Select No. Enter the appropriate date and time to set the hardware clock. Select OK to continue with the installation.
Note
c. Note
a. b. c.
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Chapter 3
Installing and Configuring Cisco Unified Presence Using an Answer File for an Unattended Installation of Cisco Unified Presence
Step 2 Step 3
Enter the Security password in the Security Password window. If you want to configure an SMTP host, perform the following actions:
a. b.
Select Yes. Enter the SMTP location. Enter the Application User Username and Application User Password. Select OK. Select OK to continue installing the software. Once you select OK, you will no longer be able to modify the Platform configuration. Select Back if you want to change your configuration.
Step 4
Step 5
Perform one of the following actions in the Platform Configuration Confirmation window:
a. b.
Step 6
When the installation process completes, you are prompted to sign in with the Administrator user ID and password.
Troubleshooting Tips
The Security password must be identical to the Cisco Unified Communications Manager Publisher password. You can change the security password the first time you sign in to Cisco Unified PresenceAdministration. You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.
Related Topics
What To Do Next
Completing the Installation of the Cisco Unified Presence Publisher Server, page 1
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Chapter 3 Using an Answer File for an Unattended Installation of Cisco Unified Presence
Simultaneously generates and saves answer files for unattended installations on the publisher server and all subsequent servers. Provides syntactical validation of data entries. Supports Internet Explorer version 6.0 or higher and Mozilla version 1.5 or higher. Provides online help and documentation.
If a USB key is used to perform an unattended installation of Cisco Unified Presence, you may need to reformat the USB key to the FAT32 file system using the Windows XP Disk Management Utility.You will need to reformat USB keys with the larger storage capacity (for example, 1 Gigabyte) that the FAT file system format provides.
Before You Begin
You may need to be an Administrator or a member of the Administrators group to perform this procedure. If DHCP client is used on the publisher server, and subsequent server answer files are also generated, you must specify the publisher server IP address.
Procedure
Step 1 Step 2
Insert the USB key into a USB slot on the Windows XP computer. Perform the following actions:
a. b.
Select Start > Control Panel > Administrative Tools. Double-click Computer Management. Expand the Storage tree. Select Disk Management.
Step 3
Right-click the Removable Disk icon. Select Format. Select Yes if you are asked whether you are sure that you want to format this partition. Complete the following actions:
a. b.
Select the File System. Select FAT32 from the list box.
Step 8 Step 9
What To Do Next
3-8
Chapter 3
Installing and Configuring Cisco Unified Presence Uploading Preexisting Installation Data to Cisco Unified Presence
Start to configure your basic Cisco Unified Presence installation, and continue here if you:
have uploaded preexisting installation data to an Answer File. have a server that has Cisco Unified Presence preinstalled. decided to install the Cisco Unified Presence software earlier but chose Skip in the Platform Installation Wizard window to configure it at this later stage.
Procedure
Step 1
Perform this action after the system restarts, and the Preexisting Installation Configuration window displays:
If you have preexisting configuration information, generated by the Answer File Generator, that is stored on a floppy disk or a USB key, insert the disk or the USB key now and select Continue. The Installation wizard will read the configuration information during the installation process.
Step 2 Step 3
Select Proceed in the Platform Installation Wizard. Perform one of the following actions in the Apply Additional Release window. If you want to: Install the software without upgrading Upgrade to a later release of the software Action
a. a. b. Note
Select No. Select Yes. Skip to the procedure that describes how to apply an additional release Only select this option when directed to do so by Cisco Technical Support.
Step 4
Related Topic
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
August 11, 2011 Completing the Installation of the Cisco Unified Presence Publisher Server, page 1
Completing the Installation of Subsequent Cisco Unified Presence Servers, page 4 Post-Installation Checklist, page 6
Always run the post-installation deployment wizard immediately after a fresh installation of Cisco Unified Presence, and before you back up or restore your data in the Disaster Recovery System. The operation fails if you install Cisco Unified Presence and attempt to back up or restore data in the Disaster Recovery System before you run the post-installation deployment wizard. There is only one "publisher" in a Cisco Unified Presence cluster, which is the first server that you install. You are required, only once after a fresh installation of the publisher server, to configure the Cisco Unified Communications Manager Publisher and AXL information on the Cisco Unified Presence publisher server. To allow you to do this, a post-installation deployment wizard starts the first time you sign into Cisco Unified Presence Administration after a fresh installation of Cisco Unified Presence.
Note
When the post-installation deployment wizard launches, it is confirmation that your initial installation has succeeded.
Before You Begin
You cannot run the post-installation deployment wizard a second time. The next time you sign in to Cisco Unified Presence Administration, the application automatically detects that the post-installation configuration is complete and the Cisco Unified Presence Administration window displays by default.
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Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Completing the Installation of the Cisco Unified Presence Publisher Server
Obtain the IP address of Cisco Unified Communications Manager publisher (if you are not using DNS). Obtain the user ID for the application user on Cisco Unified Communications Manager who has AXL permissions.
Procedure
Step 1
4-2
Chapter 4
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Completing the Installation of the Cisco Unified Presence Publisher Server
Step 2
Complete the Post Installation Deployment wizard, as follows: Window Post Installation Deployment Window Page 1 of 5 Configuration Steps
a. b.
Enter the Cisco Unified Communications Manager publisher hostname in the Hostname field. [optional] Enter the Cisco Unified Communications Manager publisher IP address in the IP address field.
Note
If your network does not have DNS, you must enter an IP address because the hostname will not automatically resolve to an IP address. If the hostname can resolve to an IP address using DNS, you can leave the IP address blank and the application detects the IP address automatically. Enter the user ID for the appropriate application user, who is assigned the Standard AXL API Access role on the associated Cisco Unified Communications Manager publisher server.
a.
Note
By default, the Standard AXL API Access role is assigned to the CCMAdministrator User ID. Enter and confirm the AXL password. Select Next. Change and confirm the security password provided during the initial installation of Cisco Unified Presence. When installing subsequent Cisco Unified Presence servers, note that those subscriber servers will use this new security password and not the one used during the installation of the Cisco Unified Presence Publisher server. Select Next.
Select Back to correct an error. Select Confirm to proceed.
b. c.
a.
b.
Post Installation Deployment Window Page 4 of 5 Post Installation Deployment Window Page 5 of 5
Administration window.
Select System Dashboard to view the Cisco Unified Presence
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Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Completing the Installation of Subsequent Cisco Unified Presence Servers
Troubleshooting Tips
If an error message displays, you can check that AXL is running on Cisco Unified Communications Manager and that you have the correct User ID and password. Using a browser, enter http://<<CUCM Hostname>>/axl. You will be prompted for the User ID and password. If the details that you enter are correct, a web page displays confirmation that AXL is running and ready to receive requests. You cannot run the post-installation wizard a second time. If you need to change the Cisco Unified Communications Manager publisher address or AXL information after this initial configuration, select System > CUCM Publisher in Cisco Unified Presence Administration. Subsequent servers on Cisco Unified Presence will obtain the Cisco Unified Communications Manager Publisher information from the publisher server following the configuration checks on the publisher server. Cisco Unified Presence displays a warning if you perform an upgrade on discontinued hardware. Cisco Unified Presence supports a bridged upgrade from the discontinued hardware. The bridged upgrade permits you to perform a DRS backup on the discontinued hardware, and then restore the DRS backup on supported hardware.
Related Topics
Cisco Unified Presence Administration Guide Disaster Recovery System Administration Guide Bridged Upgrade, page 3
What To Do Next
Start and configure the basic Cisco Unified Presence installation and continue here if you are installing a subsequent server in your cluster. Ensure that you have configured the publisher server on Cisco Unified Presence and the post-installation deployment wizard has run successfully. As you install subsequent servers, consider the original publisher server that you installed as the "First Node".
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Chapter 4
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Completing the Installation of Subsequent Cisco Unified Presence Servers
If you are using the multi-node feature in Cisco Unified Presence, and plan to add subsequent Cisco Unified Presence servers, we recommend that you:
Add the subsequent server in the Topology view of the publisher node before you install the
subsequent server.
Do not assign the subsequent server to a subcluster until after you install it.
Note
To configure each subsequent server on the Cisco Unified Presence publisher server, select Cluster > Topology in Cisco Unified Presence Administration. You can add multiple subsequent servers in one step in the Topology window. For example, if you are installing a multi-node cluster containing six servers including the publisher server, you can add five subsequent servers to the Cisco Unified Presence system topology simultaneously.
Procedure
Select OK to continue in the First Node Configuration window. Select No, the default option, to confirm that you want the installation to proceed after the Network Connectivity Test validating is complete. Select Continue when the network connectivity to the publisher server is verified as successful. Enter this information in the First Node Access Configuration window:
Hostname of the Cisco Unified Presence publisher server IP address of the Cisco Unified Presence publisher server Security password to access the Cisco Unified Presence publisher server
Step 5 Step 6
Select OK to continue. If you want to configure an SMTP host, perform the following actions in the SMTP Host Configuration window:
a. b.
Select Yes. Enter the SMTP location. Select OK to start installing the software. Select Back if you want to change the configuration.
Step 7
Step 8
When the installation process completes, you are prompted to sign in with the Administrator account and password.
Troubleshooting Tips
The security password that you set for Cisco Unified Presence must be identical to the password used on the Cisco Unified Communications Manager Publisher server. If you assign a subsequent Cisco Unified Presence server to a subcluster prior to installing it, users in remote clusters will not receive presence information. A presence outage will occur until the server is installed. You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.
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Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
If you are deploying two or more servers in your Cisco Unified Presence installation, you will need to use the multi-node feature in Cisco Unified Presence and ensure that your hardware is compatible with this feature. This is necessary for both a fresh installation or upgrade of Cisco Unified Presence. See the Cisco Unified Presence Deployment Guide for specific multi-node deployment strategies and Cisco recommendations for high availability.
Related Topic
Post-Installation Checklist
Complete the tasks, as described in sequence in the table below, on each server that you install in a Cisco Unified Presence cluster.
Caution
However, ensure that you complete this post-installation checklist on the Cisco Unified Presence publisher server before you install subsequent Cisco Unified Presence servers.
Before You Begin
Run the post-installation deployment wizard and set the Cisco Unified Communications Manager Publisher address and AXL parameters on the Cisco Unified Presence publisher server. Immediately following a fresh installation of Cisco Unified Presence, the system defaults to Evaluation mode for 90 days. This is a trial assessment period, during which:
an organization can use or "run" a Cisco Unified Presence server without requiring a server
license, and
users in that organization, who are already configured on Cisco Unified Communications
Manager, can access Cisco Unified Presence and be configured to use Cisco Unified Personal Communicator, without requiring the necessary user licenses (DLUs) Post-Installation Tasks Important Notes
Select System > Licensing > License File Upload in To move Cisco Unified Presence to Cisco Unified Presence Administration. Production mode before or after the trial evaluation period ends, upload the Cisco Unified Presence server license file that you previously acquired. Configure the Cisco Unified Communications Select Presence > Gateways in Cisco Unified Manager Presence Gateways. Presence Administration.
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Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Post-Installation Checklist
Post-Installation Tasks If you are running Cisco Unified Communications Manager on the Cisco Unified Communications Manager publisher server, you must:
Important Notes
To configure a SIP PUBLISH trunk on Cisco Unified Communications Manager, see the Deployment Guide for Cisco Unified Presence. To enable SIP PUBLISH on Cisco Unified Presence, select Presence > Settings in Cisco Unified Presence Administration.
configure a SIP PUBLISH trunk on Cisco Unified Communications Manager and enable SIP PUBLISH on Cisco Unified Presence.
If you plan to add subsequent Cisco Unified Select System > Topology in Cisco Unified Presence Presence servers to the cluster, ensure that you Administration. have configured each one as a server on the Cisco Unified Presence publisher before you install the server.
Note
You can add all servers in one step. For example, if you are installing a multi-node cluster containing six servers including the publisher, you can add the five subsequent servers to the Cisco Unified Presence system topology simultaneously. User assignment is automatically enabled as a service parameter in Cisco Unified Presence Administration. For more information about automatic and manual assignment of users, see the Deployment Guide for Cisco Unified Presence. Select Tools > Service Activation in Cisco Unified Serviceability.
Cisco UP SIP Proxy Cisco UP Presence Engine Cisco UP Sync Agent Select Tools > Control Center - Network Services in Cisco Unified Serviceability.
Verify that Cisco Unified Presence turns on the Cisco UP XCP Router service.
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Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
Important Notes
You must have access to a Secure File Transfer Protocol (SFTP) server to back up Cisco Unified Remember to back up Cisco Unified Presence Presence over a network. daily. Verify the cluster ID. If you are deploying multiple Cisco Unified Presence clusters, each cluster must have a unique cluster ID value. Cisco Unified Presence uses the cluster ID value to identify the source cluster of alert notifications sent by the RTMT tool. At installation, the system assigns a unique cluster ID to the Cisco Unified Presence publisher node. The systems distributes the cluster ID so that all nodes in your cluster share the same cluster ID value. Select Cisco Unified Presence Administration > Presence > Settings to view or configure the cluster ID.
Troubleshooting Tips
You must wait until the Cisco Unified Presence Sync Agent is active before you can use the Cisco Unified Presence server.
Related Topics
See the Deployment Guide for Cisco Unified Presence for information about Cisco Unified Presence licensing modes. For information on the RTMT tool, see the Serviceability Configuration and Maintenance Guide for Cisco Unified Presence at this URL: http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
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A P P E N D I X
Installation Readiness Checklist, page A-1 Field Definitions: Installation Readiness Checklist, page A-5 RAID and BIOS Settings, page A-9 Accessibility Settings in Cisco Unified Presence Administration, page A-9
If you have multiple Cisco Unified Presence servers, make copies of this table and record your entries for each server in a separate table. Ensure that you enter the values accurately. You cannot change some of the fields after installation without reinstalling the software. If you are unsure about the values you need to enter, see the field descriptions and usage recommendations in the table that follows this checklist. Because some fields are optional, they may not be relevant to your configuration. For example, you may choose not to set up an SMTP host.
Configuration Data
Table 1
Your Entry
Can Entry Be Changed After Installation No Yes CLI: set password admin Yes CLI: utils reset ui administrator name
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Table 1
Your Entry
Can Entry Be Changed After Installation Yes CLI: utils reset ui administrator password
Yes You can change the security password entered during an initial installation in one of two ways:
The security password that you set for each Cisco Unified Presence server must be identical to the password used on the Cisco Unified Communications Manager Publisher server.
As you configure the post-installation wizard in Cisco Unified Presence Administration. In Cisco Unified Presence Administration: select System > CUCM Publisher
Country
DHCP
Yes.
In Cisco Unified OS Administration: select Settings > IP > Publisher CLI: set network dhcp
Yes CLI: set network dns Yes CLI: set network dns Yes CLI: set network domain Yes.
In Cisco Unified Communications Operating System Administration: select Settings > IP > Ethernet CLI: set network gateway
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Appendix A
Table 1
Your Entry
To change the hostname on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence. To change the IP address on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.
In Cisco Unified Communications Operating System Administration: select Settings > IP > Ethernet CLI: set network IP
IP Address
Note
Yes
In Cisco Unified Communications Operating System Administration: select Settings > IP > Ethernet CLI: set network IP
IP Subnet Mask
Yes
In Cisco Unified Communications Operating System Administration: select Settings > IP > Ethernet CLI: set IP
Yes In Cisco Unified Communications Operating System Administration: select Settings > IP > Publisher
Note
To change the host name on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.
This only applies if, for network configuration purposes, you changed the hostname on the Cisco Unified Presence publisher server. If you do this, you must update the IP address of the publisher server on subsequent servers in Cisco Unified Presence.
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Table 1
Your Entry
Can Entry Be Changed After Installation Yes In Cisco Unified Communications Operating System Administration: select Settings > IP > Publisher
Note
To change the host name on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.
This only applies if, for network configuration purposes, you changed the hostname on the Cisco Unified Presence publisher server. If you do this, you must update the IP address of the publisher server on subsequent servers in Cisco Unified Presence.
This value must be the same as the value entered on the Cisco Unified Communications Manager server. Otherwise the installation will fail.
If you need to change this value for Cisco Unified Presence, you must match it with the value on Cisco Unified Communications Manager.
Yes In Cisco Unified Communications Operating System Administration: select Settings > NTP Servers
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Appendix A
Installation Readiness Checklist and Settings Field Definitions: Installation Readiness Checklist
Table 1
Your Entry
In Cisco Unified Communications Operating System Administration: select Settings > SMTP, and enter the IP address or Hostname in the SMTP Host Field. CLI: set smtp
Yes CLI: set web-security Yes CLI: set timezone Yes CLI: set web-security
Related Topics
Field Definitions: Installation Readiness Checklist, page A-5 Changing the IP Address and Hostname for Cisco Unified Presence
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Table 2 describes the fields listed in the Installation Readiness checklist in more detail
Table 2 Field Definitions
Description
Usage
Specifies the name that you want Ensure the name is unique; it can to assign to the Administrator contain lowercase, alphanumeric account. characters, hyphens, and underscores. It must start with a lowercase, alphanumeric character. You should record this mandatory field value for use when signing in to the CLI on the platform or into the Cisco Unified Communications Operating System Administration.
Note
Administrator Password
Use this password to sign in to Cisco Unified Communications Operating System Administration, Disaster Recovery System, and the CLI. Use this user ID and password to sign in to the Cisco Unified Presence administration interface. Select Yes if you want to use DHCP to automatically configure the network settings on your server. If you select No, you must enter a hostname, IP Address, IP Mask, Gateway, and DNS configuration.
Application User Username Specifies the user ID and and Password password for Cisco Unified Presence administration. DHCP Dynamic Host Configuration Protocol
DNS Enabled
A Domain Name System (DNS) server represents a device that resolves a hostname into an IP address or an IP address into a hostname. The DNS fields only display when you are not using DHCP.
If you do not have a DNS server, enter No. When DNS is not enabled, you should only enter IP addresses (not hostnames) for all network devices in your Cisco IP Telephony network. If you have a DNS server, we recommend that you enter Yes to enable DNS. Disabling DNS limits the ability of the system to resolve some domain names.
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Appendix A
Installation Readiness Checklist and Settings Field Definitions: Installation Readiness Checklist
Table 2
Description Cisco Unified Presence contacts this DNS server first when attempting to resolve host names.
Usage 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 where ddd can have a value between 0 and 255 (except 0.0.0.0). Consider this field mandatory if DNS is set to yes.
DNS Secondary
When a primary DNS server fails, Cisco Unified Presence will attempt to connect to the secondary DNS server.
In this optional field, enter the IP address of the secondary DNS. Enter the IP address in dotted decimal format as ddd.ddd.ddd.ddd where ddd can have a value between 0 and 255 (except 0.0.0.0).
Domain
Consider this field mandatory if DNS Represents the name of the domain in which this machine is is set to yes. located. A gateway represents a network point that acts as an entrance to another network. Outbound packets are sent to the gateway that will forward them to their final destination. Enter the IP address of the gateway in the format ddd.ddd.ddd.ddd where ddd can have a value between 0 and 255 (except 0.0.0.0) If you do not have a gateway, you must still fill in this field by setting it to 255.255.255.255. Not having a gateway may limit you to being able to communicate with devices only on your subnet. Enter a host name that is unique to your network. 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.
Gateway Address
Host Name
IP Address
Specifies the IP address of this machine. It will uniquely identify the server on this network. No other machine in this network should be using this IP address.
Enter the IP address in the form ddd.ddd.ddd.ddd where ddd can have a value between 0 and 255 (except 0.0.0.0). If DHCP is set to no, consider this field mandatory.
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Table 2
Field IP Mask
Description Specifies the IP subnet mask of this machine. The subnet mask together with the IP address defines the network address and the host address.
Usage Enter the IP mask in the form ddd.ddd.ddd.ddd where ddd can have a value between 0 and 255 (except 0.0.0.0). A valid mask should have contiguous '1' bits on left side and contiguous '0' bits on the right. For example, a valid mask follows: 255.255.240.0 (11111111.11111111.11110000.000 00000) An invalid mask follows: 255.255.240.240 (11111111.11111111.11110000.111 10000)
MTU
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 The MTU setting must be the same on all nodes in a cluster.
SMTP Location
Specifies the name of the SMTP Enter the hostname or dotted IP address for the SMTP server. For a host that is used for outbound host, it can contain alphanumeric email. characters, hyphens, or periods. For a host name, it must start with an alphanumeric character. You must fill in this field if you plan to use electronic notification. If not, you can leave it blank.
Time zone
Reflects the local time zone and Select Yes if you want to change the offset from Greenwich Mean time zone. Time (GMT) Select the time zone that most closely matches the location of your machine.
Related Topics
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Appendix A
HP Servers OS Selection: Linux (not applicable on newer models) Boot order: CD, C:, Floppy Post F1 prompt: Delayed Hyperthreading: Enabled
IBM Servers OS Selection: Not applicable Boot order: CD, C:, Floppy Post F1 prompt: Delayed Hyperthreading: Enabled
Table 4
RAID Settings
Cisco MCS 7825 (HP and IBM) RAID not applicable RAID not applicable
Note
Cisco MCS 7835 (HP and IBM) Logical drives: 1 RAID type: 1(1+0)
Cisco MCS 7845 (HP and IBM) Logical drives: 2 RAID type: 1(1+0)
For the Cisco 7825H1 and the Cisco 7825I1, SATA RAID is enabled, and the RAID type is 1(1+0), with one logical drive.
Accessing the Icons in the Window, page A-9 Accessing the Buttons in the Window, page A-10
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Procedure
Step 1 Step 2 Step 3
Press Alt, press 1, and then press Tab. The cursor will highlight the first icon from the left. Press Tab again to move to the next icon. Press Enter to perform the function of the icon.
Press Alt, press 2, and then press Tab. The cursor will highlight the first button from the left. Press Tab again to move to the next button. Press Enter to perform the function of the button.
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A P P E N D I X
If your Cisco Unified Presence server is operating in Evaluation or Evaluation-Expire mode following a fresh installation, you cannot upgrade it. To upgrade a Cisco Unified Presence server that is already in production, refer to the Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence. Select Software Upgrades > Install/Upgrade to perform your software upgrade in the Operating System interface. For specific release information, see the Release Notes for Cisco Unified Presence at http://www.cisco.com/en/US/products/ps6837/prod_release_notes_list.html
Caution
Prior to initiating an upgrade from Cisco Unified Presence Release 8.5(x) and on, you should disable High-Availability on the Cisco Unified Presence subcluster. If High-Availability is not disabled, the subclusters will failover and a manual failback is required following the upgrade of both nodes in the subcluster. After you have completed the upgrade, High-Availability should be re-enabled. For more information, see the Deployment Guide for Cisco Unified Presence. If you chose Apply Additional Release during a fresh installation of Cisco Unified Presence, the installation wizard first installs the software version on the DVD and then restarts the system. You are then prompted to enter certain network configuration parameter values and the location of the upgrade file. Determine whether you want to upgrade from:
LOCALRetrieves the upgrade file from a local CD or DVD. SFTPRetrieves the upgrade file from a remote server by using the Secure File Transfer
Protocol (SFTP).
FTPRetrieves the upgrade file from a remote server by using File Transfer Protocol (FTP).
Upgrading from a Local Disk, page B-2 Upgrading from a Remote Server, page B-2 Retrieving the Remote Patch, page B-4
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Before you can upgrade from a local drive, you must download the appropriate patch file from Cisco.com and copy the file to a CD or DVD. Because of the size of the patch files, you will need to copy the files to a DVD in most cases. The patch-file name has the following format: UCSInstall_UCOS_*.sgn.iso
Procedure
Step 1 Step 2
Enter the patch directory and patch name, if required, and select OK. The window displays the patch file that is available on the CD or DVD. Select Continue to update the system with this patch. After the system restarts, the Preexisting Configuration Information window displays.
Troubleshooting Tips
You only need to enter the patch directory when the patch is not stored in the root directory of the CD or DVD.
What To Do Next
If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure the network settings.
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Appendix B
Upgrading Cisco Unified Presence How to Upgrade to a Later Release of Cisco Unified Presence Software
Procedure
Step 1
Perform one of the following actions in the Auto Negotiation Configuration window: If you want to: Action
Automatically set the speed and duplex settings of Select Yes. the Ethernet network interface card (NIC) using Note To use this option, your hub or Ethernet automatic negotiation switch must support automatic negotiation. Disable automatic negotiation
a. b.
Select No. Complete the following tasks in the Duplex Configuration window:
Manually select the appropriate NIC
Step 2
Perform one of the following actions in the DHCP Configuration window: If you want to: Use Dynamic Host Configuration Protocol (DHCP) Set up a static IP address for the server and gateway Action
a. b. a. b.
Select Yes. Skip to the procedure that describes how to retrieve a remote patch. Select No Perform the following actions in the Static Network Configuration window:
Enter your static network configuration
values.
Select OK. c.
information.
Select OK.
What To Do Next
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Enter the location and sign in information for the remote file server. Select the upgrade patch that you want to install, after the system connects to the remote server and retrieves a list of available upgrade patches. The system downloads, unpacks, and installs the patch and then restarts the system.
Related Topics
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-4
Appendix B
Cisco Unified Presence Release 7.x to Release 8.0(x) Cisco Unified Presence Release 7.x to Release 8.5(x) Prerequisites for an Intercluster Upgrade, page B-5 Roster Migration for Intercluster Upgrade, page B-5 Contact List Size for Intercluster Upgrade, page B-6 SIP Remote Contact Limit, page B-6 Performing an Intercluster Upgrade, page B-6
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Note
Cisco Unified Presence does not automatically start the roster migration immediately after you reestablish the intercluster router to router connections. Therefore, if you do not follow the sequence described here, and manually turn on the Cisco UP Presence Engine after you restart the Cisco UP XCP Router, it may take up to one day for Cisco Unified Presence to reestablish the presence subscriptions to remote contacts in both the local and remote clusters. If this presence subscription interval time (one day) elapses before Cisco Unified Presence has successfully reestablished presence subscriptions, you can restart the Cisco UP Presence Engine to reset the interval.
Related Topics
You can configure the pre-allocated SIP stack memory value on Cisco Unified Presence. Select Cisco Unified Presence Administration > System > Service Parameters > Cisco UP XCP SIP Federation Connection Manager, and configure the Pre-allocated SIP stack memory (bytes) value
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Appendix B
Note
In your intercluster deployment, if Cisco Unified Presence cluster A is running Release 8.0(x), and cluster B is running Release 8.5(x), when you upgrade cluster A to Release 8.5(x), you do not need to restart the Cisco UP XCP Router on cluster B.
Before You Begin
Before you perform the software upgrade, turn off the Cisco UP Presence Engine on all nodes in the local cluster, see Prerequisites for an Intercluster Upgrade, page B-5.
Procedure
Step 1 Step 2 Step 3 Step 4 Step 5
Perform the software upgrade in the local cluster. Check the status of the intercluster peer connection. If the tomcat certificate is out-of-sync, you need to manually update the tomcat trust certificate following the procedure we describe in this module. On each node in the upgraded cluster, turn on the XCP services that are applicable to your deployment. Restart the Cisco UP XCP Router on all nodes in the local cluster. Restart the Cisco UP XCP Router on all nodes in any remote cluster that you have already upgraded to Cisco Unified Presence Release 8.0(x) prior to this upgrade. When you restart the Cisco UP XCP Router, Cisco Unified Presence establishes the connection between intercluster router to router connectors in the home and remote clusters.
Step 6
Check the status of the intercluster peer connection again. If the intercluster peer status is ok, move to the next step. Select Cisco Unified Presence > System > Notifications and verify that there are no active notifications. If there are no active notifications, move to the next step.
Step 7
If the remote cluster has an intercluster peer connection with a Cisco Unified Presence Release 7.0(x) cluster, or the remote cluster is running interdomain federation over SIP, restart the Cisco UP XCP SIP Federation Connection Manager service on all nodes in the remote cluster that you have already upgraded to Cisco Unified Presence Release 8.x. If the remote cluster does not have an intercluster peer connection with a 7.0(x) cluster, or is not running interdomain federation over SIP, turn off the Cisco UP XCP SIP Federation Connection Manager. If the local cluster that you upgrade to Cisco Unified Presence Release 8.x has an intercluster peer connection with a remote Cisco Unified Presence Release 7.0(x) cluster, you must turn on the Cisco UP XCP SIP Federation Connection Manager service on all nodes in the local cluster.
Step 8
Note
If, following this upgrade, all peer clusters in your intercluster deployment are running Cisco Unified Presence Release 8.x, and no clusters are running interdomain federation over SIP, you can turn off the Cisco UP XCP SIP Federation Connection Manager service on all clusters. Turn on the Cisco UP Presence Engine on all nodes in the local cluster, Turn on the Cisco UP Presence Engine on all nodes in any remote cluster that you have already upgraded to Cisco Unified Presence Release 8.x prior to this upgrade.
Step 9 Step 10
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B-7
Note
If you perform an intercluster upgrade from Cisco Unified Presence Release 8.0(x) to Cisco Unified Presence Release 8.0(x), you must restart the Cisco UP XCP Router on all nodes in both the local and remote clusters.
Step 11 Step 12
Verify that the roster migration is complete, see Verifying that the Roster Migration is Complete on Cisco Unified Presence, page B-8. Request that all Cisco Unified Personal Communicator users in the local and remote cluster sign out, and sign back in to the application.
Troubleshooting Tips
The Presence Viewer only displays local watchers. Therefore, if you configure an intercluster peer connection between a Cisco Unified Presence Release 8.0(x) cluster and a Cisco Unified Presence Release 7.0(x) cluster. when you view the profile of a user on the Presence viewer on Cisco Unified Presence Release 7.0(x), any Cisco Unified Presence Release 8.0(x) watchers are not displayed. Similarly, if you view the profile of a user on the Presence Viewer on Cisco Unified Presence Release 8.0(x), any Cisco Unified Presence Release 7.0(x) watchers are not displayed.
Related Topics
For information on performing a software upgrade from Cisco Unified OS Administration, see the Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence at this URL: http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Note
Only perform this procedure after you complete the upgrade procedure, switch Cisco Unified Presence software versions, and complete the required configuration on Cisco Unified Presence (licensing, feature configuration and start the required services).
Procedure
Step 1
Run this CLI command to check the roster upgrade queue on all nodes in the Cisco Unified Presence 8.x local cluster and all nodes in the Cisco Unified Presence 8.x remote clusters
run sql select count(*) from rosterupgradequeue
If the rosterupgradequeue table for all of the local or remote clusters is empty, the roster migration is complete. If the rosterupgradequeue table for any of the local or remote clusters is not empty, the roster migration is not complete yet (proceed to step 2).
Step 2
If the rosterupgradequeue is not empty and the entry on rosterupgradequeue has not decreased over time, then perform the following steps on Cisco Unified Presence:
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-8
Appendix B
On the publisher node in both the local and remote Cisco Unified Presence 8.x clusters, check that the maximum contact size limitation is set to zero. On the publisher node in both the local and remote Cisco Unified Presence 8.x clusters, check for any system notifications. On the publisher node in both the local and remote Cisco Unified Presence 8.0(x) clusters, check that the correct license file is present. On the publisher node, check that the required services are running, and if they are not, perform these steps:
Restart the Cisco UP Intercluster Sync Agent on all nodes in the Cisco Unified Presence 8.0(x)
local cluster and all nodes in the Cisco Unified Presence 8.0(x) remote clusters.
On the local publisher node, restart the Cisco UP Config Agent service. Step 3
Restart the Cisco UP XCP Router service on all local Cisco Unified Presence nodes and on all remote Cisco Unified Presence nodes. Restart the Cisco UP Presence Engine service on all local Cisco Unified Presence nodes and on all remote Cisco Unified Presence nodes. Restart the Cisco UP XCP SIP Federation Connection Manager service on all remote 7.0(x) Cisco Unified Presence clusters.
It may be necessary to repeat steps 1-2 until the rosterupgradequeue tables are empty on all nodes in the local Cisco Unified Presence cluster and remote Cisco Unified Presence clusters. However, note that roster migration is a CPU intensive process, and a process that takes a significant time to complete. The completion time is dependent on the size of the remote contact and rosters table in your deployment.
Troubleshooting Tips
If you switch the software version from Cisco Unified Presence Release 8.0(x) back to Cisco Unified Presence Release 7.0(x) on local cluster, make sure that the rosterupgradequeue table is empty on all nodes in the remote 8.0(x) clusters before you perform an upgrade in local cluster again.
Related Topics
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-10