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  • Installation Guide for Cisco Unity ConnectionRelease 8.x Revised June, 2013

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  • THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS.

    THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY.

    The Cisco implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCBs public domain version of the UNIX operating system. All rights reserved. Copyright 1981, Regents of the University of California.

    NOTWITHSTANDING ANY OTHER WARRANTY HEREIN, ALL DOCUMENT FILES AND SOFTWARE OF THESE SUPPLIERS ARE PROVIDED AS IS WITH ALL FAULTS. CISCO AND THE ABOVE-NAMED SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A COURSE OF DEALING, USAGE, OR TRADE PRACTICE.

    IN NO EVENT SHALL CISCO OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES, INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR LOSS OR DAMAGE TO DATA ARISING OUT OF THE USE OR INABILITY TO USE THIS MANUAL, EVEN IF CISCO OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

    Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this URL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership relationship between Cisco and any other company. (1110R)

    Any Internet Protocol (IP) addresses and phone numbers used in this document are not intended to be actual addresses and phone numbers. Any examples, command display output, network topology diagrams, and other figures included in the document are shown for illustrative purposes only. Any use of actual IP addresses or phone numbers in illustrative content is unintentional and coincidental.

    Installation Guide for Cisco Unity Connection Release 8.x 2013 Cisco Systems, Inc. All rights reserved.

    http://www.cisco.com/go/trademarks

  • C O N T E N T S

    Preface vii

    Audience and Use vii

    Documentation Conventions vii

    Cisco Unity Connection Documentation viii

    Obtaining Documentation and Submitting a Service Request viii

    Cisco Product Security Overview viii

    C H A P T E R 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x System 1-1

    Task List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster) 1-1Part 1: Installing and Configuring the Cisco Unity Connection Server 1-2Part 2: Setting Up Administrator Workstations 1-4Part 3: Setting Up the Phone System Integration 1-4Part 4: Populating the System with User and Call Management Data 1-5Part 5: Configuring the System for Features 1-7Part 6: Setting Up Networking 1-9Part 7: Setting Up User Workstations 1-9Part 8: Backing Up Cisco Unity Connection Data 1-10Part 9: Training 1-10

    Task List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured 1-11Part 1: Installing and Configuring the Connection Publisher Server 1-12Part 2: Setting Up Administrator Workstations 1-14Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server 1-14Part 4: Setting Up the Phone System Integration 1-15Part 5: Populating the System with User and Call Management Data 1-15Part 6: Configuring the System for Features 1-19Part 7: Setting Up Networking 1-20Part 8: Setting Up User Workstations 1-21Part 9: Backing Up Cisco Unity Connection Data 1-21Part 10: Training 1-21

    C H A P T E R 2 Installing the Operating System and Cisco Unity Connection 8.x 2-1

    Version 8.x Installation Scenarios 2-2

    iiiInstallation Guide for Cisco Unity Connection Release 8.x

  • Contents

    Install Software on a Cisco Unity Connection 8.x Server or on the Publisher Server in a Cisco Unity Connection 8.x Cluster 2-2Install Software on the Subscriber Server (Cisco Unity Connection 8.x Cluster Only) 2-3Apply a Patch When Installing a Connection 8.x Server or the Publisher Server in a Cisco Unity Connection 8.x Cluster 2-4Apply a Patch When Installing the Subscriber Server (Cisco Unity Connection 8.x Cluster Only) 2-4Add a Server to Create a Cisco Unity Connection 8.x Cluster 2-5Parallel Installations of Publisher and Subscriber Servers in a Cisco Unity Connection 8.x Cluster 2-6

    Version 8.x Pre-Installation Tasks 2-6

    Important Considerations for Installing Version 8.x 2-7

    Frequently Asked Questions About the Version 8.x Installation 2-8How Much Time Does the Installation Require? 2-8What User Names and Passwords Do I Need to Specify? 2-8What Is a Strong Password? 2-10Which Servers Does Cisco Support for this Installation? 2-10May I Install Other Software on the Server? 2-10

    Browser Requirements for Version 8.x 2-10

    Installing a Memory Upgrade or Replacing Hard Disks (Selected 8.x Servers Only) 2-11

    Changing the Boot Order of the Cisco Unity Connection 8.x Virtual Machine 2-13

    Changing Reservations on Virtual Machines when Running with E7 Processors 2-14

    Verifying DNS Registration for the 8.x Installation 2-15

    Gathering Information for an 8.x Installation 2-15

    Using the Cisco Unified Communications Answer File Generator 2-21

    Handling Network Errors During the 8.x Installation 2-21

    Installing the New Operating System and 8.x Application 2-22Navigating Within the Installation Wizard 2-22Starting the Installation 2-23Entering Preexisting Configuration Information 2-25Applying a Patch 2-25Performing the Basic Installation 2-28Configuring the Connection Server or the Publisher Server in a Cisco Unity Connection Cluster 2-30Configuring the Subscriber Server in a Cisco Unity Connection Cluster 2-31

    Version 8.x Post-Installation Tasks 2-33Changing the Default Application User Passwords 2-33Activating Services 2-34Examining Log Files 2-34

    Migrating to Cisco Unity Connection on a Virtual Machine 2-34

    ivInstallation Guide for Cisco Unity Connection Release 8.x

  • Contents

    C H A P T E R 3 Installing Additional Languages on the Cisco Unity Connection 8.x Server 3-1

    Downloading Connection 8.x Language Files 3-1

    Installing Connection 8.x Language Files 3-2Installing Connection 8.x Language Files from a Disc 3-3Installing Connection 8.x Language Files from a Network Location or from a Remote Server 3-4

    vInstallation Guide for Cisco Unity Connection Release 8.x

  • Contents

    viInstallation Guide for Cisco Unity Connection Release 8.x

  • Preface

    This preface contains the following sections:

    Audience and Use, page vii

    Documentation Conventions, page vii

    Cisco Unity Connection Documentation, page viii

    Obtaining Documentation and Submitting a Service Request, page viii

    Cisco Product Security Overview, page viii

    Audience and UseThe Installation Guide for Cisco Unity Connection is intended for installers of a Cisco Unity Connection system. If you are configuring access to Microsoft Exchange email messages, or configuring access to Exchange calendar and contact information, you need a working knowledge of Microsoft Exchange.

    Documentation ConventionsTable 1 Conventions in the Installation Guide for Cisco Unity Connection

    Convention Description

    boldfaced text Boldfaced text is used for:

    Key and button names. (Example: Select OK.)

    Information that you enter. (Example: Enter Administrator in the Username box.)

    < > (angle brackets)

    Angle brackets are used around parameters for which you supply a value. (Example: In your browser, go to https:///cuadmin.)

    - (hyphen)

    Hyphens separate keys that must be pressed simultaneously. (Example: Press Ctrl-Alt-Delete.)

    > (right angle bracket)

    A right angle bracket is used to separate selections that you make on menus. (Example: On the Windows Start menu, select Settings > Control Panel > Phone and Modem Options.)

    viiInstallation Guide for Cisco Unity Connection Release 8.x

  • Preface

    The Installation Guide for Cisco Unity Connection also uses the following conventions:

    Note Means reader take note. Notes contain helpful suggestions or references to material not covered in the document.

    Caution Means reader be careful. In this situation, you might do something that could result in equipment damage or loss of data.

    Warning Means reader be warned. In this situation, you might perform an action that could result in bodily injury.

    (For translations of safety warnings listed in this guide, see Regulatory Compliance and Safety Information for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/regulatory/compliance/ucwarns.html.)

    Cisco Unity Connection DocumentationFor descriptions and URLs of Cisco Unity Connection documentation on Cisco.com, see the Documentation Guide for Cisco Unity Connection Release 8.x. The document is shipped with Cisco Unity Connection and is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/roadmap/8xcucdg.html.

    Obtaining Documentation and Submitting a Service RequestFor information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly Whats New in Cisco Product Documentation, which also lists all new and revised Cisco technical documentation, at:

    http://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.html

    Subscribe to the Whats New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS Version 2.0.

    Cisco Product Security OverviewThis product contains cryptographic features and is subject to United States and local country laws governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors and users are responsible for compliance with U.S. and local country laws. By using this product you agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local laws, return this product immediately.

    Further information regarding U.S. export regulations may be found at http://www.access.gpo.gov/bis/ear/ear_data.html.

    viiiInstallation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/roadmap/8xcucdg.htmlhttp://www.cisco.com/en/US/docs/general/whatsnew/whatsnew.htmlhttp://www.access.gpo.gov/bis/ear/ear_data.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/regulatory/compliance/ucwarns.html

  • Instal

    C H A P T E R 1

    Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x System

    This chapter contains two task lists. Use the applicable task list, depending on whether you are configuring a Cisco Unity Connection cluster or not:

    Task List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster), page 1-1

    Task List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured, page 1-11

    Task List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    Revised November 16, 2010

    Note If you are planning to configure a Connection cluster, see the Task List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured section on page 1-11 instead.

    Use the high-level task list in this section to install the Cisco Unity Connection 8.x system correctly, without a Connection cluster. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

    Note If you are installing Connection 8.5 or later as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 8.x documentation set applies to Business Edition 6000 except the following:

    Content that references Connection version 8.0 only.

    Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 8.0 and to Business Edition 5000 versions 8.5 and later.)

    1-1lation Guide for Cisco Unity Connection Release 8.x

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

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

    The list is divided into nine parts:

    Part 1: Installing and Configuring the Cisco Unity Connection Server, page 1-2

    Part 2: Setting Up Administrator Workstations, page 1-4

    Part 3: Setting Up the Phone System Integration, page 1-4

    Part 4: Populating the System with User and Call Management Data, page 1-5

    Part 5: Configuring the System for Features, page 1-7

    Part 6: Setting Up Networking, page 1-9

    Part 7: Setting Up User Workstations, page 1-9

    Part 8: Backing Up Cisco Unity Connection Data, page 1-10

    Part 9: Training, page 1-10

    If you are using networking to connect multiple Connection servers, do the tasks in Part 1 and Parts 3 through 5 on all of the servers first, then continue with Part 6 and the remainder of the list. (You need to do the tasks in Part 2 only once.)

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

    Part 1: Installing and Configuring the Cisco Unity Connection ServerRevised April 28, 20101. Verify the following requirements:

    a. System requirements for the Cisco Unity Connection 8.x system. See System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    Caution For selected servers and for selected Connection 8.x configurations, a memory upgrade and/or replacement hard disks may be required. To determine whether your server requires a memory upgrade and/or replacement hard disks, see the applicable server-specific table in the Cisco Unity Connection 8.x Supported Platforms List at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

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

    2. If you are using languages other than English-United States: Download the additional Connection language files for the installation. See the Downloading Connection 8.x Language Files section in the Installing Additional Languages on the Cisco Unity Connection 8.x Server chapter of this guide. (This task list alerts you when to install the language files later in the installation.)

    1-2Installation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.htmlhttp://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.htmlhttp://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    3. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): In the Cisco Unity Connection 8.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the Connection server, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

    4. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only)optional: Download the VMware OVA template that you identified in Task 3. See the Installing Cisco Unity Connection for the First Time on a Virtual Machine section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

    You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.

    Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 8.0(2) and later.

    5. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): Provision the physical host on which the Connection virtual machine will be installed, according to the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    6. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only) and you downloaded the VMware OVA template in Task 4.: Deploy the template, which creates a virtual machine and configures it.

    If you are installing Connection on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection server, and configure the virtual machine hardware properties to match the settings in the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    7. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the Installing a Memory Upgrade or Replacing Hard Disks (Selected 8.x Servers Only) section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    8. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

    9. If you are installing Connection on a virtual machine:Be aware that when you mount an ISO file through the VM console, VMware does not eject the disc at the end of the install process.

    Tip Always mount your DVD ISO file from the Edit Settings menu in VMware.

    1-3Installation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.htmlhttp://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    10. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the Changing the Boot Order of the Cisco Unity Connection 8.x Virtual Machine section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    11. Set up and configure the Cisco Unity Connection server. Begin with the Version 8.x Installation Scenarios section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    12. If you are using languages other than English-United States: Install the additional Connection language files. See the Installing Connection 8.x Language Files section in the Installing Additional Languages on the Cisco Unity Connection 8.x Server chapter of this guide.

    13. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: Download and install the Cisco Unified Communications Manager Japanese locale. See the Locale Installation section in the Software Upgrades chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

    14. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: Download and install the corresponding Cisco Unified Communications Manager locales. See the Locale Installation section in the Software Upgrades chapter of the Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

    Part 2: Setting Up Administrator Workstations15. Configure the browser(s) on administrator workstations to access Cisco Unity Connection web

    applications. See the Configuring the Browser on an Administrator Workstation in Cisco Unity Connection 8.x chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.html.

    16. Download and install the Real-Time Monitoring Tool software on administrator workstations. See the Installing and Configuring Real-Time Monitoring Tool chapter of the Cisco Unified Real-Time Monitoring Tool Administration Guide at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

    Part 3: Setting Up the Phone System Integration17. Set up the integration between Cisco Unity Connection and the phone system(s). See the applicable

    Cisco Unity Connection integration guide(s) at http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html.

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

    1-4Installation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.htmlhttp://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsag010.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsag010.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.htmlhttp://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.htmlhttp://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.htmlhttp://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.html

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    Part 4: Populating the System with User and Call Management DataYou do many of the tasks in Part 4 by using Cisco Unity Connection Administration. (For information on signing in to Connection Administration and on using it, see the Accessing and Using Cisco Unity Connection Administration in 8.x chapter of the System Administration Guide.)

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

    System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.html.

    User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_mac/guide/8xcucmacx.html.

    19. Obtain and install Connection licenses. See the Managing Licenses in Cisco Unity Connection 8.x chapter of the System Administration Guide.

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

    a. Call management. See the Call Management Overview in Cisco Unity Connection 8.x and Creating a Call Management Plan in Cisco Unity Connection 8.x chapters of the System Administration Guide.

    b. The Connection conversation and the Custom Keypad Mapping tool, if you plan to use it. See the Cisco Unity Connection 8.x Conversation and Custom Keypad Mapping Tool in Cisco Unity Connection 8.x chapters of the System Administration Guide.

    c. User and administrator accounts, templates, classes of service, and roles. See the Introduction to Cisco Unity Connection 8.x Users and Contacts and Preparing to Add User Accounts in Cisco Unity Connection 8.x chapters of the User Moves, Adds, and Changes Guide.

    21. Develop a system plan:

    a. Identify business and nonbusiness hours, and holidays. See the Managing Schedules and Holidays in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    b. Map out a call management plan. See the Creating a Call Management Plan in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    c. Review the default partition and search space, and determine whether new partitions and search spaces are needed. See the Managing Partitions and Search Spaces in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    d. Review the default restriction tables, and determine whether changes or new tables are needed. See the Overview: Default Restriction Tables section in the Managing Restriction Tables in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    e. Determine password and account lockout policies for phone and web-tool access, and the sign-in policy for web-tool access. See the Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    f. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. See the Preparing to Add User Accounts in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    g. Determine the features that you will enable for users, and whether changes or new templates and classes of service are needed. See the Preparing to Add User Accounts in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    1-5Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    h. Review the default mailbox size quotas, and determine whether changes are needed. See the Specifying Mailbox Size Quotas section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    i. Review the default message aging policy, and determine whether changes are needed. See the Changing the Message Aging Policy section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    j. Review the default system distribution lists, and determine whether changes or new distribution lists are needed. See the Managing System Distribution Lists in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    22. If you are using the Custom Keypad Mapping tool: Edit the key mappings that are associated with the custom keypad mapping conversations, as applicable. See the Custom Keypad Mapping Tool in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    23. For the following defaults that you reviewed in Task 21., make changes or create new ones, as applicable:

    a. Schedules. See the Managing Schedules and Holidays in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    b. Partitions and search spaces. See the Managing Partitions and Search Spaces in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    c. Restriction tables. See the Managing Restriction Tables in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    d. Password, lockout, and sign-in policies. See the Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    e. Classes of service. See the Adding, Modifying, or Deleting a Class of Service in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    f. User templates. See the Adding, Modifying, or Deleting a User Template in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    g. Mailbox size quotas. See the Specifying Mailbox Size Quotas section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    h. Message aging policy. See the Changing the Message Aging Policy section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    i. System distribution lists. See the Managing System Distribution Lists in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    24. Test the system configuration:

    a. Add a Connection user account to use as a test account. See the Adding Cisco Unity Connection 8.x Accounts Individually chapter of the User Moves, Adds, and Changes Guide.

    b. Use the phone to sign in to Connection as the test user, record a name, and set a phone password. Hang up.

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

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

    e. Make corrections to the system configuration as necessary.

    1-6Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    25. If you want to synchronize Connection user data with user data in an LDAP directory, configure Connection for integration with the LDAP directory. See the Integrating Cisco Unity Connection 8.x with an LDAP Directory chapter of the System Administration Guide.

    26. Create administrator accounts. See the Adding Cisco Unity Connection 8.x Accounts Individually or Creating Cisco Unity Connection 8.x User Accounts from LDAP User Data chapter of the User Moves, Adds, and Changes Guide, as applicable.

    27. Create user accounts. See the applicable chapter of the User Moves, Adds, and Changes Guide:

    Adding Cisco Unity Connection 8.x Accounts Individually

    Managing User Accounts in Bulk in Cisco Unity Connection 8.x

    Creating Multiple Cisco Unity Connection 8.x User Accounts from Cisco Unified Communications Manager Users

    Creating Cisco Unity Connection 8.x User Accounts from LDAP User Data

    28. Add individual users to system distribution lists, as needed. See the Managing System Distribution List Members section in the Managing System Distribution Lists in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    29. Implement, then test the call management plan you mapped out in Task 21.b.:

    a. Create call handlers. See the Managing Call Handlers in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    b. Specify directory handler settings. See the Managing Directory Handlers in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    c. Create interview handlers. See the Managing Interview Handlers in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    d. Set up call routing. See the Managing Call Routing Tables in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    Part 5: Configuring the System for FeaturesRevised November 16, 2010Most tasks in Part 5 reference chapters in the following guides, as noted:

    System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.html.

    Unified Messaging Guide for Cisco Unity Connection Release 8.5 and Later at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/unified_messaging/guide/85xcucumgx.html.

    User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_mac/guide/8xcucmacx.html.

    30. If any users will use an IMAP email client to access or send Connection messages: Configure settings for IMAP client access to the Connection server. See the Configuring IMAP Settings in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    1-7Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    31. If any users will have access to the Connection web tools or will use an IMAP email client to access or send Connection messages: If you have not done so already as part of Task 30., secure Cisco PCA and IMAP access to Connection. See the Securing Cisco PCA and IMAP Email Client Access to Cisco Unity Connection section in the Configuring SSL in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    32. Connection 8.5 and Later OnlyIf any users will be configured for unified messaging features: Configure unified messaging. See the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection. Unified messaging features include:

    Access to Exchange email by using text to speech (TTS).

    Access to Exchange calendar and contacts.

    Synchronization of Connection and Exchange mailboxes (single inbox).

    Announcements of MeetingPlace meetings.

    MeetingPlace scheduling and joining.

    SpeechView transcription, also a component of unified messaging, is discussed in a later task.

    33. Connection 8.0 OnlyIf any users will have access to calendar information or to Exchange contacts: Configure the integration. See the Creating Calendar Integrations in Cisco Unity Connection 8.0 chapter of the System Administration Guide.

    34. Connection 8.0 OnlyIf any users will use text to speech to access their Exchange email messages: Configure access to Exchange. See the Configuring Text-to-Speech Access to Exchange Emails in Cisco Unity Connection 8.0 chapter of the System Administration Guide.

    35. If any users will have access to the SpeechView voice message transcription feature: Configure the transcription service. See the Configuring Transcription (SpeechView) in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    36. If any users will be using SMTP or SMS message notification devices: Enable the system to send SMTP or SMS notification messages. See the Setting Up SMTP and SMS (SMPP) Message Notifications in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    37. If any users will have access to their Connection voice messages through a Cisco Unified client application: Configure the applicable client:

    For Cisco Unified Personal Communicator, see the Access to Voice Messages from the Cisco Unified Personal Communicator section in the Setting Up Features and Functionality That Are Controlled by Class of Service in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    For Cisco Unified Mobile Communicator, see the Creating a Cisco Unified Mobility Advantage Integration with Cisco Unity Connection 8.x chapter of the System Administration Guide.

    For Cisco Unified Messaging with IBM Lotus Sametime, see the applicable Release Notes for Cisco Unified Messaging with IBM Lotus Sametime at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

    38. If any users will have access to faxes: Configure the Cisco Fax Server integration. See the Creating a Cisco Fax Server Integration with Cisco Unity Connection 8.x chapter of the System Administration Guide.

    39. If any administrators or users will have access to the Cisco Unity Connection Broadcast Message Administrator: Set it up. See the Setting Up Broadcast Messaging in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    1-8Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    40. If any administrators or users will need access to the Cisco Unity Greetings Administrator to manage greetings over the phone: Set it up. See the Setting Up the Cisco Unity Greetings Administrator section in the Managing Recorded Greetings and Recorded Names in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    41. For any additional features and functionality that you have not yet provided, customize individual user account settings as needed. See the Setting Up Features and Functionality That Are Controlled by User Account Settings in Cisco Unity Connection 8.x and Setting Up Features and Functionality That Are Controlled by Class of Service in Cisco Unity Connection 8.x chapters of the User Moves, Adds, and Changes Guide.

    Part 6: Setting Up Networking42. Set up networking, if applicable. See the Overview of Networking Concepts in Cisco Unity

    Connection 8.x chapter of the Networking Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/networking/guide/8xcucnetx.html.

    Part 7: Setting Up User WorkstationsMost tasks in Part 7 reference chapters in the User Workstation Setup Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_setup/guide/8xcucuwsx.html, except where noted.

    43. Set up access to the Cisco PCA. See the Setting Up Access to the Cisco Personal Communications Assistant in Cisco Unity Connection 8.x chapter.

    44. Set up Media Master playback and recording devices. See the Setting Up Playback and Recording Devices for the Media Master in Cisco Unity Connection 8.x chapter.

    45. Set up ViewMail for Outlook. See the applicable documentation:

    For Cisco ViewMail for Microsoft Outlook 8.5 and later, see the applicable Release Notes for Cisco ViewMail for Microsoft Outlook at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

    For Cisco Unity Connection ViewMail for Microsoft Outlook 8.0, see the Setting Up ViewMail for Outlook in Cisco Unity Connection 8.x section in the Configuring an Email Account to Access Cisco Unity Connection 8.x Voice Messages chapter of the User Workstation Setup Guide.

    46. Set up Cisco Unity Connection ViewMail for IBM Lotus Notes. See the applicable Release Notes for Cisco Unity Connection ViewMail for IBM Lotus Notes at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

    47. Set up IMAP email accounts to access Connection voice messages. See the Configuring an Email Account to Access Cisco Unity Connection 8.x Voice Messages chapter.

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

    1-9Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster)

    Part 8: Backing Up Cisco Unity Connection Data49. See the Disaster Recovery System Administration Guide for Cisco Unity Connection Release 8.x at

    http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/drs_administration/guide/8xcucdrsag.html.

    Note Third-party backup applications are not supported.

    Part 9: Training50. Train users, operators, and support desk personnel to use the Cisco Unity Connection system. See

    the User Orientation in Cisco Unity Connection 8.x and Operator and Support Desk Orientation in Cisco Unity Connection 8.x chapters of the User Workstation User Setup Guide.

    1-10Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    Task List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    Revised November 16, 2010

    Note If you are not planning to configure a Connection cluster, see the Task List for Installing a Cisco Unity Connection 8.x System (Without a Connection Cluster) section on page 1-1 instead.

    Use the high-level task list in this section to install the Cisco Unity Connection 8.x system correctly with a Connection cluster configured. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

    Note If you are installing Connection 8.5 or later as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 8.x documentation set applies to Business Edition 6000 except the following:

    Content that references Connection version 8.0 only.

    Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 8.0 and to Business Edition 5000 versions 8.5 and later.)

    The task list leads you through the complete installation of the Cisco Unity Connection systemfrom installing and configuring the Connection servers; to populating the Connection system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up Connection data. The information and settings that you enter on the publisher server are replicated to the subscriber server.

    The list is divided into ten parts:

    Part 1: Installing and Configuring the Connection Publisher Server, page 1-12

    Part 2: Setting Up Administrator Workstations, page 1-14

    Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server, page 1-14

    Part 4: Setting Up the Phone System Integration, page 1-15

    Part 5: Populating the System with User and Call Management Data, page 1-15

    Part 6: Configuring the System for Features, page 1-19

    Part 7: Setting Up Networking, page 1-20

    Part 8: Setting Up User Workstations, page 1-21

    Part 9: Backing Up Cisco Unity Connection Data, page 1-21

    Part 10: Training, page 1-21

    1-11Installation Guide for Cisco Unity Connection Release 8.x

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    If you are using networking to connect one or more Connection clusters to the network, set up the clusters first, then set up networking. For the first cluster, do the tasks in Parts 1 through 6. For subsequent clusters, do the tasks in Part 1 and Parts 3 through 6. Then continue with Part 7 and the remainder of the list.

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

    Part 1: Installing and Configuring the Connection Publisher ServerRevised August 27, 20121. Verify the following requirements:

    a. System requirements for the Cisco Unity Connection 8.x system. See System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    Caution For selected servers and for selected Connection 8.x configurations, a memory upgrade and/or replacement hard disks may be required. To determine whether your server requires a memory upgrade and/or replacement hard disks, see the applicable server-specific table in the Cisco Unity Connection 8.x Supported Platforms List at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

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

    2. If you are using languages other than English-United States: Download the additional Connection language files for the installation. See the Downloading Connection 8.x Language Files section in the Installing Additional Languages on the Cisco Unity Connection 8.x Server chapter of this guide. (This task list alerts you when to install the language files later in the installation.)

    3. If you are installing the Connection publisher or subscriber server on a virtual machine (Connection 8.0(2) and later only): In the Cisco Unity Connection 8.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the virtual machines, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

    Caution If you are installing both the publisher and subscriber servers on virtual machines, you must use the same VMware configuration for both servers.

    4. If you are installing the Connection publisher or subscriber server on a virtual machine (Connection 8.0(2) and later only)optional: Download the VMware OVA template that you identified in Task 3. See the Installing Cisco Unity Connection for the First Time on a Virtual Machine section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

    1-12Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.

    Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 8.0(2) and later.

    5. If you are installing the Connection publisher server on a virtual machine (Connection 8.0(2) and later only): Provision the physical host on which the Connection publisher virtual machine will be installed, according to the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    6. If you are installing the Connection publisher server on a virtual machine and you downloaded the VMware OVA template in Task 4. (Connection 8.0(2) and later only): Deploy the template, which creates a virtual machine and configures it.

    If you are installing the Connection publisher server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection publisher server and configure the virtual machine hardware properties to match the settings in the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    7. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the Installing a Memory Upgrade or Replacing Hard Disks (Selected 8.x Servers Only) section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    8. If you are installing the Connection publisher server on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

    9. If you are installing the Connection publisher server on a virtual machine (Connection 8.0(2) and later only): On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the Changing the Boot Order of the Cisco Unity Connection 8.x Virtual Machine section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    10. Set up and configure the Connection publisher server. Begin with the Version 8.x Installation Scenarios section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    11. If you are using languages other than English-United States: Install the additional Connection language files on the publisher server. See the Installing Connection 8.x Language Files section in the Installing Additional Languages on the Cisco Unity Connection 8.x Server chapter of this guide.

    12. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: Download and install the Cisco Unified Communications Manager Japanese locale on the publisher server. See the Locale Installation section in the Software Upgrades chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

    1-13Installation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.htmlhttp://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    13. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: Download and install the corresponding Cisco Unified Communications Manager locales on the publisher server. See the Locale Installation section in the Software Upgrades chapter of the Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

    Caution We recommend not to use ciscounity keyword in the hostname of the publisher and subscriber in a cluster to avoid cluster installation issues.

    Part 2: Setting Up Administrator Workstations14. Configure the browser(s) on administrator workstations to access Cisco Unity Connection web

    applications. See the Configuring the Browser on an Administrator Workstation in Cisco Unity Connection 8.x chapter of the System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.html.

    15. Download and install the Real-Time Monitoring Tool software on administrator workstations. See the Installing and Configuring Real-Time Monitoring Tool chapter of the Cisco Unified Real-Time Monitoring Tool Administration Guide at http://www.cisco.com/en/US/products/ps6509/prod_maintenance_guides_list.html.

    Part 3: Configuring the Cluster, and Installing and Configuring the Connection Subscriber Server

    Revised April 28, 201016. Configure the Cisco Unity Connection cluster. See the Configuring a Cisco Unity Connection 8.x

    Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/cluster_administration/guide/8xcuccagx.html.

    17. If you are installing the Connection subscriber server on a virtual machine (Connection 8.0(2) and later only): Provision the physical host on which the Connection subscriber virtual machine will be installed, according to the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    18. If you are installing the Connection subscriber server on a virtual machine and you downloaded the VMware OVA template in Task 4. (Connection 8.0(2) and later only): Deploy the template, which creates a virtual machine and configures it.

    If you are installing the Connection subscriber server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the subscriber server and configure the virtual machine hardware properties to match the settings in the Requirements for Installing a Cisco Unity Connection Virtual Machine section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

    1-14Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    19. If a memory upgrade and/or replacement hard disks are required: Upgrade memory and replace hard disks, as applicable. See the Installing a Memory Upgrade or Replacing Hard Disks (Selected 8.x Servers Only) section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    20. If you are installing the Connection subscriber server on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

    21. If you are installing the Connection subscriber server on a virtual machine (Connection 8.0(2) and later only): On the virtual machine, change the BIOS setting so the virtual machine boots first from the DVD virtual device, then from the virtual hard disk. See the Changing the Boot Order of the Cisco Unity Connection 8.x Virtual Machine section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    22. Set up and configure the Connection subscriber server. Begin with the Version 8.x Installation Scenarios section in the Installing the Operating System and Cisco Unity Connection 8.x chapter of this guide.

    23. If you are using languages other than English-United States: On the subscriber server, install the same Connection language files that you installed in Task 11.

    24. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: On the subscriber server, install the Cisco Unified Communications Manager Japanese locale that you installed in Task 12.

    25. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: On the subscriber server, install the same Cisco Unified Communications Manager locales that you installed in Task 13.

    Note From now on, the information and settings that you enter on the publisher server are replicated to the subscriber server.

    Part 4: Setting Up the Phone System Integration26. On the publisher server, set up the integration between Cisco Unity Connection and the phone

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

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

    Part 5: Populating the System with User and Call Management DataYou do many of the tasks in Part 5 by using Cisco Unity Connection Administration. (For information on signing in to Connection Administration and on using it, see the Accessing and Using Cisco Unity Connection Administration in 8.x chapter of the System Administration Guide for Cisco Unity Connection.)

    The tasks in Part 5 reference chapters in the following guides, as noted:

    1-15Installation Guide for Cisco Unity Connection Release 8.x

    http://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.htmlhttp://www.cisco.com/en/US/products/ps6509/products_installation_and_configuration_guides_list.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsag020.htmlhttp://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsag020.html

  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    System Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/administration/guide/8xcucsagx.html.

    User Moves, Adds, and Changes Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/user_mac/guide/8xcucmacx.html.

    Cluster Configuration and Administration Guide for Cisco Unity Connection at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/cluster_administration/guide/8xcuccagx.html.

    28. Obtain and install Connection licenses. Licenses must be installed on the publisher server and on the subscriber server. See the Managing Licenses in Cisco Unity Connection 8.x chapter of the System Administration Guide.

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

    a. Call management. See the Call Management Overview in Cisco Unity Connection 8.x and Creating a Call Management Plan in Cisco Unity Connection 8.x chapters of the System Administration Guide.

    b. The Connection conversation and the Custom Keypad Mapping tool, if you plan to use it. See the Cisco Unity Connection 8.x Conversation and Custom Keypad Mapping Tool in Cisco Unity Connection 8.x chapters of the System Administration Guide.

    c. User and administrator accounts, templates, classes of service, and roles. See the Introduction to Cisco Unity Connection 8.x Users and Contacts and Preparing to Add Cisco Unity Connection 8.x User Accounts chapters of the User Moves, Adds, and Changes Guide.

    30. Develop a system plan:

    a. Identify business and nonbusiness hours, and holidays. See the Managing Schedules and Holidays in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    b. Map out a call management plan. See the Creating a Call Management Plan in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    c. Review the default partition and search space, and determine whether new partitions and search spaces are needed. See the Managing Partitions and Search Spaces in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    d. Review the default restriction tables, and determine whether changes or new tables are needed. See the Overview: Default Restriction Tables section in the Managing Restriction Tables in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    e. Determine password and account lockout policies for phone and web-tool access, and the sign-in policy for web-tool access. See the Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    f. Determine the number and types of administrator accounts that you need, and the roles to assign to the accounts. See the Preparing to Add Cisco Unity Connection 8.x User Accounts chapter of the User Moves, Adds, and Changes Guide.

    g. Determine the features that you will enable for users, and whether changes or new templates and classes of service are needed. See the Preparing to Add Cisco Unity Connection 8.x User Accounts chapter of the User Moves, Adds, and Changes Guide.

    h. Review the default mailbox size quotas, and determine whether changes are needed. See the Specifying Mailbox Size Quotas section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    1-16Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    i. Review the default message aging policy, and determine whether changes are needed. See the Changing the Message Aging Policy section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    j. Review the default system distribution lists, and determine whether changes or new distribution lists are needed. See the Managing System Distribution Lists in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    31. If you are using the Custom Keypad Mapping tool: On the publisher server, edit the key mappings that are associated with the custom keypad mapping conversations, as applicable. See the Custom Keypad Mapping Tool in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    32. For the following defaults that you reviewed in Task 30., make changes or create new ones, as applicable, on the publisher server:

    a. Schedules. See the Managing Schedules and Holidays in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    b. Partitions and search spaces. See the Managing Partitions and Search Spaces in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    c. Restriction tables. See the Managing Restriction Tables in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    d. Password, lockout, and sign-in policies. See the Specifying Password, Sign-In, and Lockout Policies in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    e. Classes of service. See the Adding, Modifying, or Deleting a Class of Service in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    f. User templates. See the Adding, Modifying, or Deleting a User Template in Cisco Unity Connection 8.x chapter of the User Moves, Adds, and Changes Guide.

    g. Mailbox size quotas. See the Specifying Mailbox Size Quotas section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    h. Message aging policy. See the Changing the Message Aging Policy section in the Controlling the Size of Mailboxes in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    i. System distribution lists. See the Managing System Distribution Lists in Cisco Unity Connection 8.x chapter of the System Administration Guide.

    33. Test the system configuration:

    a. On the publisher server, in Cisco Unity Connection Serviceability on the Cluster Management page, confirm that the publisher server has Primary status and the subscriber server has Secondary status. See the Administering a Cisco Unity Connection 8.x Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

    b. On the publisher server, add a Connection user account to use as a test account. See the Adding Cisco Unity Connection Accounts Individually chapter of the User Moves, Adds, and Changes Guide.

    c. Use the phone to sign in to Connection as the test user, record a name, and set a phone password. Hang up.

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

    1-17Installation Guide for Cisco Unity Connection Release 8.x

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  • Chapter 1 Overview of Mandatory Tasks for Installing a Cisco Unity Connection 8.x SystemTask List for Installing a Cisco Unity Connection 8.x System with a Connection Cluster Configured

    e. Sign in to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required class-of-service rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

    f. Make corrections to the system configuration as necessary.

    g. On the subscriber server, confirm that the test user and recorded name have been replicated.

    h. In Cisco Unity Connection Serviceability on the Cluster Management page, change the status of the subscriber server to Primary. See the Manually Changing Server Status section in the Administering a Cisco Unity Connection 8.x Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

    i. Change the status of the publisher server (which should now have Secondary status) to Deactivated. See the Manually Changing Server Status section in the Administering a Cisco Unity Connection 8.x Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

    j. Call Cisco Unity Connection and sign in as the test user again to confirm that the call connects correctly to the subscriber server when it has Primary status. Confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

    k. Sign in to the Cisco PCA as the test user. Confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

    l. Make corrections to the system configuration as necessary.

    m. In Cisco Unity Connection Serviceability on the Cluster Management page, activate the publisher server. See the Manually Changing Server Status section in the Administering a Cisco Unity Connection 8.x Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

    n. Change the status of the publisher server to Primary. See the Manually Changing Server Status section in the Administering a Cisco Unity Connection 8.x Cluster chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

    34. If you want to synchronize Connection user data with user data in an LDAP directory, on the publisher server, configure Connection for integration with the LDAP directory. See the Integrating Cisco Unity Connection 8.x with an LDAP Directory chapter of the System Administration Guide.

    35. On the publisher server, create administrator accounts. See the Adding Cisco Unity Connection 8.x Accounts Individually or Creating Cisco Unity Connection 8.x User Accounts from LDAP User Data chapter of the User Moves, Adds, and Changes Guide, as applicable.

    36. On the publisher server, create user accounts. See the applicable chapter of the User Moves, Adds, and Changes Guide:

    Adding Cisco Unity Connection 8.x Accounts Individually

    Managing Cisco Unity Connection 8.x User Accounts in Bulk

    Creating Multiple Cisco Unity Connection 8.x User Accounts from Cisco Unified Communications Manager Users

    Creating Cisco Unity Connection 8.x User Accounts from LDAP User Data

    37. On the publisher server, add individual users to system distribution lists, as needed. See the Managing System Distribution List Members section in the