Installation Upgrade Guide Cisco Unified Presence 85

Installation and Upgrade Guide for Cisco Unified Presence Release 8.5

January 17, 2011

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Installation and Upgrade Guide for Cisco Unified Presence Release 8.5

© 2011 Cisco Systems, Inc. All rights reserved.

C O N T E N T S

C H A P T E R 1 Preparing to Install Cisco Unified Presence 1-1

About Cisco Unified Presence Installation Prerequisites 1-1

Required Passwords 1-2

Supported Servers 1-3

Bridged Upgrade 1-3

Software Restrictions 1-4

Performing Pre-Installation Tasks 1-4

Getting More Information 1-5

C H A P T E R 2 Preparing to Install Cisco Unified Presence on a VMware Server 2-1

About the Prerequisites to Installing Cisco Unified Presence on a VMware Server 2-1

VMware Software Requirements 2-1

VMware Hardware Requirements 2-2

Supported VMware Configurations 2-2

VMware Feature Support 2-3

VMware License Requirements 2-3

Exceptions for VMware Installations 2-3

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 2-4

Importing the OVF Template 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 2-7

Deploying the Identity Template on a Cisco Unified Presence Cluster 2-7

C H A P T E R 3 Installing and Configuring Cisco Unified Presence 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 3-6

Using an Answer File for an Unattended Installation of Cisco Unified Presence 3-7

Uploading Preexisting Installation Data to Cisco Unified Presence 3-9

1Installation and Upgrade Guide for Cisco Unified Presence Release 8.5

Contents

C H A P T E R 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers 4-1

Completing the Installation of the Cisco Unified Presence Publisher Server 4-1

Completing the Installation of Subsequent Cisco Unified Presence Servers 4-4

Post-Installation Checklist 4-6

A P P E N D I X A Installation Readiness Checklist and Settings A-1

Installation Readiness Checklist A-1

Field Definitions: Installation Readiness Checklist A-5

RAID and BIOS Settings A-9

Accessibility Settings in Cisco Unified Presence Administration A-9

Accessing the Icons in the Window A-9

Accessing the Buttons in the Window A-10

A P P E N D I X B Upgrading to a Later Release of Cisco Unified Presence Software B-1

Upgrading from a Local Disk B-1

Upgrading from a Remote Server B-2

Retrieving the Remote Patch B-3

2Installation and Upgrade Guide for Cisco Unified Presence Release 8.5

Installation and Up

C H A P T E R 1
Preparing to Install Cisco Unified Presence
January 17, 2011• About Cisco Unified Presence Installation Prerequisites, page 1

• Performing Pre-Installation Tasks, page 4

• Getting More Information, page 5

About Cisco Unified Presence Installation PrerequisitesThe following section responds to the most frequently asked questions about a Cisco Unified Presence installation, and contains information that you need to know before you install Cisco Unified Presence in your network. In order for your configuration to run smoothly, use the Readiness Checklist to help you gather all the information you will need in advance of your installation.

Related Topics

Appendix A, “Installation Readiness Checklist”

• Required Passwords, page 2

• Supported Servers, page 3

• Bridged Upgrade, page 3

• Software Restrictions, page 4

1-1grade Guide for Cisco Unified Presence Release 8.5

Chapter 1 Preparing to Install Cisco Unified Presence About Cisco Unified Presence Installation Prerequisites

Required PasswordsDuring the Cisco Unified Presence installation, you will be required to specify the following user names and passwords:

Password Type Description Troubleshooting Tips

Administrator Account

You will need to create an Administrator user ID and password to sign in to the following user interfaces:

• 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

Supported ServersBefore 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_list.html

Bridged UpgradeCisco Unified Presence supports bridged upgrades to customers who wish to migrate from discontinued hardware to supported hardware.

Application User Account

You will need to create an Application User user ID and password to sign in to the Cisco Unified Presence Administration interface.

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 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.

• 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.

Password Type Description Troubleshooting Tips

1-3Installation and Upgrade Guide for Cisco Unified Presence Release 8.5


http://www.cisco.com/en/US/products/ps6837/products_device_support_tables_list.html

Chapter 1 Preparing to Install Cisco Unified Presence Performing Pre-Installation Tasks

Cisco Unified Presence supports bridged upgrades from any of these discontinued servers:

• MCS-7825-H2-IPC1

• MCS-7825-H2-IPC2

• MCS-7835-H1-IPC1

• MCS-7835-I1-IPC1

• MCS-7845-H1-IPC1

• MCS-7845-I1-IPC1

Note Cisco Unified Presence Release 8.x no longer supports bridged upgrades for the following discontinued servers:

• MCS-7825-H1-IPC1

• MCS-7825-I1-IPC1

• MCS-7825-I2-IPC1

• MCS-7825-I2-IPC2

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

• Disaster Recovery System Administration Guide

Software RestrictionsCisco 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.

Performing Pre-Installation TasksBefore You Begin

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 Preparing to Install Cisco Unified Presence Getting More Information

Related Topics

• Appendix A “Installation Readiness Checklist.”


• Deployment Guide for Cisco Unified Presence

Getting More Information We strongly recommend that you read this entire document to familiarize yourself with the installation process and prerequisites. See the following Cisco Unified Presence guides for more information.

• Online Help for Cisco Unified Presence Administration

Provides step-by-step instructions for configuring, maintaining, and administering Cisco Unified Presence.

• Hardware and Software Compatibility Information for Cisco Unified Presence

Pre-installation Task Important Notes

Step 1 Ensure that the Cisco Unified Presence server has network access to the Cisco Unified Communications Manager publisher server.

You can ping Cisco Unified Communications Manager from other servers.

Step 2 Ensure that you turn on the Cisco AXL Web Service on the associated Cisco Unified Communications Manager server.

Select Tools > Service Activation in Cisco Unified Serviceability.

Step 3 If you use DNS, ensure that you have configured the host name of the new Cisco Unified Presence server on the 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).

Caution 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 If you perform an upgrade to Cisco Unified Presence Release 8.0, obtain a software version (upgrade) license.

This also applies if you perform a bridged upgrade to Cisco Unified Presence Release 8.0.

See the Deployment Guide for Cisco Unified Presence for information about Cisco Unified Presence licensing requirements, and about obtaining a license.


Chapter 1 Preparing to Install Cisco Unified Presence Getting More Information

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.


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

http://cisco.com/en/US/products/sw/voicesw/ps556/tsd_products_support_series_home.html?q=

Installation and Up

C H A P T E R 2
Preparing to Install Cisco Unified Presence on a VMware Server
January 17, 2011

• 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 Configure the VMware Identity Feature, page 6

Note See http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization for further information about VMware installations.

About the Prerequisites to Installing Cisco Unified Presence on a VMware Server

• VMware Software Requirements, page 1

• VMware Hardware Requirements, page 2

• Supported VMware Configurations, page 2

• VMware Feature Support, page 3

• VMware License Requirements, page 3

• Exceptions for VMware Installations, page 3

VMware Software RequirementsThe software requirements for VMware are:

• Cisco Unified Presence, Release 8.x

• VMware ESXi, Release 4.0

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.


http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization

Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server About the Prerequisites to Installing Cisco Unified Presence on a VMware Server

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 VMware Configurations, page 2.

VMware Hardware RequirementsCisco Unified Presence only supports VMware on Cisco UCS B-Series and C-Series Blade Servers.

See Migrating to Cisco UCS Blade Servers, page 4 for information about migrating from Media Convergence Server (MCS) to a Cisco Unified Presence on VMware on Cisco UCS B-Series and C-Series Blade Server.

Supported VMware ConfigurationsTable 2-1 defines the recommended (minimum) specifications for Cisco Unified Presence on a VMware server.

If you want to import a preconfigured virtual machine, Cisco provides a OVF template for each VM specification that contains predefined CPU, disk and RAM information. The OVF template is an .ova file. The .ova file is an archive file that conforms to the Open Virtualization Format (OVF). The OVF template contains the Cisco-supported VMware template. You must download the OVF template from Cisco.com, see the Release Notes for Cisco Unified Presence 8.x for the location of the OVF templates on Cisco.com.

During installation, Cisco Unified Presence performs a hardware check to ensure that you are using a supported VMware server platform type, and that the VMware server meets the minimum specifications. If you are not running a supported VMware configuration, Cisco Unified Presence displays a warning to indicate that this is not a supported configuration, and that you cannot use this configuration in production, nor can you license it.

Related Topics

• Release Notes for Cisco Unified Presence Release 8.x

• Importing the OVF Template, page 5

Table 2-1 Recommended VMware specifications

Users vCPU RAM vDisk

Specification 1: 500 1 2GB 1 x 80GB

Specification 2: 2500 2 4 GB 1 x 80GB (with aligned partition)

Specification 3: 5000 4 4 GB 2 x 80GB (with aligned partition)

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

VMware Feature SupportTable 2-2 describes the VMware feature support for Cisco Unified Presence.

VMware License RequirementsTo obtain a license for Cisco Unified Presence running on a VMware server, you require the License MAC value of the server. Select Cisco Unified OS Administration > Show > System, or Show > Network, to display the License MAC value.

For information on how to obtain Cisco Unified Presence licenses, see the Deployment Guide for Cisco Unified Presence.

If you perform a bridge upgrade to supported hardware for Cisco Unified Presence 8.0, you will need to request new server and software version license files, with the new License MAC value for VMware. To do this send an email to [email protected] requesting a "rehost" of your license. For further information on this procedure, see the Deployment Guide for Cisco Unified Presence.

Related Topics


• Deployment Guide for Cisco Unified Presence

Exceptions for VMware InstallationsWhen you install Cisco Unified Presence on a VMware server, follow the same installation procedure for installing Cisco Unified Presence on a physical server, but note the following exceptions:

Table 2-2 VMware Feature Support

VMware Feature Supported

VMotion No

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 No

Snapshots No

Data Recovery Manager No

Fault Tolerance No

Consolidated Backup No

High Availability Yes

Site Recovery Manager Yes

Note All servers associated with this parameter must be on the same server area network (SAN).


Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server How to Install Cisco Unified Presence on a VMware Server

• 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.

• Cisco Unified Presence does not support USB tape drive backup on a VMware server.

How to Install Cisco Unified Presence on a VMware Server• Installing Cisco Unified Presence on a New VMware Server, page 4

• Migrating to Cisco UCS Blade Servers, page 4


Installing Cisco Unified Presence on a New VMware ServerUse this procedure to install Cisco Unified Presence on a new virtual machine:

Procedure

Step 1 In vSphere Client, edit the VMware server to force entry into BIOS setup the next time the virtual machine reboots.

Step 2 Make the Cisco Unified Presence installation media available to the VM DVD-ROM drive.

Step 3 Power on the VMware server.

Step 4 In BIOS setup, promote CD ROM to boot before the hard drive.

Step 5 Complete booting the VMware server.

Step 6 The Cisco Unified Presence installation program starts. Go to the module Installing and Configuring Cisco Unified Presence in this guide.

Related Topics

Installing and Configuring Cisco Unified Presence, page 1

Migrating to Cisco UCS Blade ServersCisco Unified Presence supports VMware on Cisco UCS B-Series and C-Series Blade Servers. If you migrate from Media Convergence Server (MCS) to a Cisco Unified Presence on VMware on Cisco UCS B-Series Blade Server, follow the (high-level) steps described here.

Procedure

Step 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.

2-4

Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server How to Install Cisco Unified Presence on a VMware Server

Step 2 Perform a DRS backup on the MCS server. Cisco Unified Presence does not support USB tape drive backup on a VMware server.

Step 3 Import the OVF template, and create the virtual machines on the UCS server.

Step 4 Power off the MCS server.

Step 5 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.

Note Cisco Unified Presence does not support USB tape drive restore on a VMware server.

Step 6 Obtain the license MAC value, and then request the licenses for your new VMWare sever.

Step 7 Upload the new licenses to the VMware server.

Step 8 Manually remove the original invalid license files and restart the license manager

Related Topics


• Release Notes for Cisco Unified Presence

• Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence



Importing the OVF Template

Before You Begin

Consult the Release Notes for Cisco Unified Presence to obtain the link to the location of the OVF templates on Cisco.com.

Procedure

Step 1 Download the OVF template from Cisco.com, for example CUP 2500 user v1 vmv7.ova.

Step 2 Run the vSphere client from the same computer.

Step 3 In the Hosts and Clusters window, select File > Deploy OVF Template.

Step 4 Select Deploy from file.

Step 5 Browse and select the OVF template that you previously downloaded, for example: CUP_2500_user_v1.0_vmv7.ova.

Step 6 Select Next.

Step 7 Right-click on the newly created virtual machine, and select Edit Settings.

Step 8 Select Options > Boot Options.

Step 9 Check Force BIOS Setup.

Step 10 Power on the virtual machine.


Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server How to Configure the VMware Identity Feature

Step 11 Select the Boot menu, and ensure that CD-ROM Drive is selected as the first drive. You can press F10 to save the boot order.

Related Topics

• Release Notes for Cisco Unified Presence

• Supported VMware Configurations, page 2

How to Configure the VMware Identity FeatureThe VMware identity feature allows you to copy an existing instance of a virtual Cisco Unified Presence, and change its identity. The identity of a system is made up of every setting that you usually configure during a fresh install (IP address, hostname, passwords, etc).

You can then use this new identity for another instance of a Cisco Unified Presence on a virtual machine. This avoids you having to perform a complete installation each time you deploy a new virtual Cisco Unified Presence.

• Creating the Identity Template, page 6

• Deploying the Identify Template on a Virtual Cisco Unified Presence, page 7

• Deploying the Identity Template on a Cisco Unified Presence Cluster, page 7

Creating the Identity Template

Procedure

Step 1 Use the correct OVA template to create a new VMware server for Cisco Unified Presence.

Step 2 Perform the standard install process to install Cisco Unified Presence.

Step 3 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.

Step 4 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.

What To Do Next

Deploying the Identify Template on a Virtual Cisco Unified Presence, page 7

Related Topics

Importing the OVF Template, page 5

2-6


Deploying the Identify Template on a Virtual Cisco Unified Presence

Before You Begin

• 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

Procedure

Step 1 Use the identity template you created in the previous procedure to create a new Cisco Unified Presence instance on a VMware server.

Step 2 Power on the VMware server.

Step 3 Use the AFG tool to create a platformConfig.xml file.

Step 4 Insert the platformConfig.xml file into a virtual floppy instance (see Related Topics section for a link to instructions).

Step 5 Mount the .flp file in the floppy drive of the new VMware server.

Step 6 Using console or ssh, sign in to the CLI of the VMware server.

Step 7 Run this command:

utils import config

The system reboots with the new identity

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


• 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&externalId=1739

• Deploying the Identity Template on a Cisco Unified Presence Cluster, page 7

Deploying the Identity Template on a Cisco Unified Presence ClusterThis is a high-level overview of the steps you perform to deploy the identity template on a Cisco Unified Presence cluster.



http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=1739



Procedure

Step 1 Create two identity templates, one for the publisher Cisco Unified Presence node, and one for the subsequent (subscriber) Cisco Unified Presence node(s). 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.

Step 2 Deploy a publisher and subscriber node using the publisher template and subscriber template respectively.

Step 3 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.

Step 4 Start the publisher node, and perform these steps:

a. Sign in to Cisco Unified Presence Administration interface.

b. Add each of the subscriber nodes (s) to the Topology interface, and configure its hostname/IP address.

Step 5 On the subscriber node(s), mount a floppy image that contains the AFG platformConfig.xml file.

Step 6 Power on the subscriber node(s) and complete the installation.

Related Topics


• Deploying the Identify Template on a Virtual Cisco Unified Presence, page 7

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Installation and Up

C H A P T E R 3
Installing and Configuring Cisco Unified Presence
January 17, 2011

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.

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 Option Description

Pre-Install 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.

Basic Install Represents the basic Cisco Unified Presence installation, which installs the software from the installation disk.

Additional Release Allows you, prior to configuring your system, to upgrade the software version that the installation disk contains to the latest service release.

Note We do not recommend this upgrade option. It is very unlikely that you would need to upgrade to a later release of Cisco Unified Presence using this patch method. If you do, ensure that you have the reviewed Appendix B before proceeding.


Chapter 3 Installing and Configuring Cisco Unified Presence How to Install and Configure Cisco Unified Presence

How to Install and Configure Cisco Unified Presence• Starting a Basic Installation, page 2

• Configuring the Basic Installation, page 4

• Configuring System Time on the Cisco Unified Presence Publisher Server, page 6

Starting a Basic Installation

Before You Begin

• 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 Insert the installation DVD into the tray and restart the server, so it starts from the DVD.

Step 2 Select Yes to perform a media check after the server completes its boot sequence.

Step 3 Perform one of the following actions in the Media Check Result window, after the media check completes:

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.

If the media check result is: Action: Result

Pass Select OK to continue the installation.

After you select OK, the system installer performs various hardware checks to ensure your system is correctly configured for Cisco Unified Presence:

– First the installation process checks for the correct drivers, and you may see the following warning:

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.

Fail Perform the following actions:

a. Download another copy from Cisco.com or obtain another disk directly from Cisco Systems.

b. Select OK to continue the installation.

3-2


Step 5 Perform one of the following actions in the Proceed with Install window:

a. Select Yes to continue with the installation.

b. 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.

Step 6 Perform one of the following actions in the Platform Installation window.

Step 7 Perform one of the following actions in the Apply Patch window.

Step 8 Select Continue in the Basic Install window.

Related Topics


• Appendix A “RAID and BIOS Settings.”

• Appendix B “Upgrading to a Later Release of Cisco Unified Presence Software.”

What To Do Next

• Configuring the Basic Installation, page 4, or

• Uploading Preexisting Installation Data to Cisco Unified Presence, page 9

If you want to: Action

Install and configure the software at this time

a. Select Proceed.

b. Continue with Step 7.

Install the software now and configure it later

a. Select Skip.

b. Skip to the procedure that describes how to enter preexisting installation data. The system will restart.


Install the software on the DVD without upgrading to a later release

Select No.

Upgrade to a later release of the software a. Select Yes.

b. Skip to the procedure that describes how to upgrade to a later software release

Note We do not recommend this upgrade option. It is very unlikely that you would need to upgrade to a later release of Cisco Unified Presence using this method.



Configuring the Basic Installation

Before You Begin

• 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. Select the appropriate time zone for the server.

b. Select OK.

Step 2 Perform one of the following actions in the Auto Negotiation Configuration window:

Step 3 Configure the Maximum Transit Unit (MTU) value, as follows:


Automatically set the speed and duplex settings of the Ethernet network interface card (NIC) using automatic negotiation

Select Yes.

Note To use this option, your hub or Ethernet switch must support automatic negotiation.

Disable automatic negotiation a. Select No.

b. Perform the actions following in the Duplex Configuration window:

– Manually select the appropriate NIC Speed and Duplex settings.

– Select OK to continue.


Leave the MTU size unchanged from the default OS setting

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


Step 4 Perform one of the following actions in the DHCP Configuration window:

Step 5 Perform the following actions if you need to configure static IP address values, in the Static Network Configuration window:

a. Enter your static network configuration values.

b. Select OK.

Step 6 Perform the following actions if you need to configure DNS, in the DNS Client Configuration window:

a. Select Yes, and enter your DNS client information.

b. Select OK.

Step 7 Enter your Administrator Login and Password credentials.

Step 8 Perform the following actions in the Certificate Information window:

a. Enter your certificate signing request information. This includes Organization, Unit, Location, State and Country.

b. Select OK to continue.

Step 9 Decide your next step depending on the server that you are installing, as follows:

Related Topics

• Starting a Basic Installation, page 2


What To Do Next

• Configuring System Time on the Cisco Unified Presence Publisher Server, page 6 or


Use DHCP a. Select Yes


Set up a static IP address for the server a. Select No.


If this server is the: Action

Publisher server—the first Cisco Unified Presence server that you are installing in the network

a. Select Yes.

b. 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.

Subscriber server—a subsequent server in the Cisco Unified Presence cluster

a. Select No.

b. Skip to the procedure that describes how to configure subsequent Cisco Unified Presence servers on the Cisco Unified Presence publisher server.



• Completing the Installation of Subsequent Cisco Unified Presence Servers, page 4

Configuring System Time on the Cisco Unified Presence Publisher Server

Before You Begin

• 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).

Procedure

Step 1 Set correct system time in the Network Time Protocol Client Configuration window, as follows:

Step 2 Enter the Security password in the Security Password window.

If you want to configure: Action

An external NTP server a. Select Yes.

b. Enter the IP address, NTP server name, or NTP server pool name for at least one NTP server.

Note If the network does not have DNS, you must enter an IP address because the hostname will not automatically resolve to an IP address.

c. Select Proceed to continue with the installation.

Note 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.

System time manually a. Select No.

b. Enter the appropriate date and time to set the hardware clock.

c. Select OK to continue with the installation.

3-6

Chapter 3 Installing and Configuring Cisco Unified Presence Using an Answer File for an Unattended Installation of Cisco Unified Presence

Step 3 If you want to configure an SMTP host, perform the following actions:

a. Select Yes.

b. Enter the SMTP location.

Step 4 Complete the following tasks in the Application User Configuration window:

a. Enter the Application User Username and Application User Password.

b. Select OK.

Step 5 Perform one of the following actions in the Platform Configuration Confirmation window:

a. Select OK to continue installing the software. Once you select OK, you will no longer be able to modify the Platform configuration.

b. Select Back if you want to change your configuration.

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

Using an Answer File for an Unattended Installation of Cisco Unified Presence

Cisco Unified Presence can be installed unattended using an XML Answer file that reads predefined configuration values during the installation process.

Cisco Unified Communications Answer File Generator, a web application, generates answer files for unattended installations of Cisco Unified Presence. Individual answer files are copied to a USB key or a floppy disk that accompanies the Cisco Unified Presence DVD during the installation process.

You can only use answer files for fresh installations of Cisco Unified Presence and not for upgrades. Access the Cisco Unified Communications Answer File Generator at the following URL:


The web application supports the following features:

• Simultaneously generates and saves answer files for unattended installations on the publisher server and all subsequent servers.



Chapter 3 Installing and Configuring Cisco Unified Presence Using an Answer File for an Unattended Installation of Cisco Unified Presence

• 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 Insert the USB key into a USB slot on the Windows XP computer.

Step 2 Perform the following actions:

a. Select Start > Control Panel > Administrative Tools.

b. Double-click Computer Management.

Step 3 Complete the following actions:

a. Expand the Storage tree.

b. Select Disk Management.

Step 4 Right-click the Removable Disk icon.

Step 5 Select Format.

Step 6 Select Yes if you are asked whether you are sure that you want to format this partition.

Step 7 Complete the following actions:

a. Select the File System.

b. Select FAT32 from the list box.

Step 8 Select OK.

Step 9 Select OK again when prompted to format the volume.

What To Do Next

Uploading Preexisting Installation Data to Cisco Unified Presence, page 9

3-8

Chapter 3 Installing and Configuring Cisco Unified Presence Uploading Preexisting Installation Data to Cisco Unified Presence

Uploading Preexisting Installation Data to Cisco Unified Presence

Before You Begin

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 Select Proceed in the Platform Installation Wizard.

Step 3 Perform one of the following actions in the Apply Additional Release window.

Step 4 Select Continue in the Basic Install window.

Related Topics

• Appendix B “Upgrading to a Later Release of Cisco Unified Presence Software.”

What To Do Next

Configuring the Basic Installation, page 4


Install the software without upgrading a. Select No.

Upgrade to a later release of the software a. Select Yes.

b. Skip to the procedure that describes how to apply an additional release

Note We do not recommend this upgrade option. It is very unlikely that you would need to upgrade to a later release of Cisco Unified Presence using this patch method. If you do, ensure that you have the software image available on DVD or on a remote server prior to choosing this option.


Chapter 3 Installing and Configuring Cisco Unified Presence Uploading Preexisting Installation Data to Cisco Unified Presence

3-10

Installation and Up

C H A P T E R 4
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
January 17, 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

Completing the Installation of the Cisco Unified Presence Publisher Server

Caution 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.


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 Sign into Cisco Unified Presence Administration.

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 Configuration Steps

Post Installation Deployment Window

Page 1 of 5

a. Enter the Cisco Unified Communications Manager publisher hostname in the Hostname field.

b. [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.


Page 2 of 5

a. 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.

Note By default, the Standard AXL API Access role is assigned to the CCMAdministrator User ID.

b. Enter and confirm the AXL password.

c. Select Next.


Page 3 of 5

a. 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.

b. Select Next.


Page 4 of 5

Verify your configuration, and complete one of the following actions:

– Select Back to correct an error.

– Select Confirm to proceed.


Page 5 of 5

Perform one of the following actions:

– Select Home to view the Cisco Unified Presence Administration window.

– Select System Dashboard to view the Cisco Unified Presence System Dashboard window.

– Select Topology to view the Cluster Topology window.


Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Completing the Installation of Subsequent Cisco Unified Presence Servers


• 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



What To Do Next

• Post-Installation Checklist, page 6

Completing the Installation of Subsequent Cisco Unified Presence Servers

This procedure is only applicable if you specified (see Step 9) that you are installing a subsequent (subscriber) server and not the first server (publisher) in the Cisco Unified Presence cluster.

When you install a subsequent Cisco Unified Presence server, you must associate the subsequent server with the Cisco Unified Presence publisher server and configure its hostname and IP address. Each new server must also have network access to the Cisco Unified Presence publisher server.

You are prompted, before you install any additional Cisco Unified Presence servers, to use the Network Connectivity Diagnostic tool to probe the network for connectivity issues. Anomalies will be reported back to you via logs if the system can not verify network access to the publisher server on Cisco Unified Presence. If you need to investigate a server problem before proceeding further, you are given an opportunity to pause the process between configuration steps.

Before You Begin

• 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".

4-4

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

Step 1 Select OK to continue in the First Node Configuration window.

Step 2 Select No, the default option, to confirm that you want the installation to proceed after the Network Connectivity Test validating is complete.

Step 3 Select Continue when the network connectivity to the publisher server is verified as successful.

Step 4 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 Select OK to continue.

Step 6 If you want to configure an SMTP host, perform the following actions in the SMTP Host Configuration window:

a. Select Yes.

b. Enter the SMTP location.

Step 7 Complete the following tasks in the Platform Configuration Confirmation window:

a. Select OK to start installing the software.

b. Select Back if you want to change the configuration.

Step 8 When the installation process completes, you are prompted to sign in with the Administrator account and password.


• 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.


Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers Post-Installation Checklist

• 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 Topics

• Configuring the Basic Installation, page 4

What To Do Next

Post-Installation Checklist, page 6

Post-Installation ChecklistComplete 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

To move Cisco Unified Presence to Production mode before or after the trial evaluation period ends, upload the Cisco Unified Presence server license file that you previously acquired.

Select System > Licensing > License File Upload in Cisco Unified Presence Administration.

Configure the Cisco Unified Communications Manager Presence Gateways.

Select Presence > Gateways in Cisco Unified Presence Administration.

4-6


If you are running Cisco Unified Communications Manager on the Cisco Unified Communications Manager publisher server, you must:

• configure a SIP PUBLISH trunk on Cisco Unified Communications Manager and

• enable SIP PUBLISH on Cisco Unified Presence.

• 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.

If you plan to add subsequent Cisco Unified Presence servers to the cluster, ensure that you 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.

Select System > Topology in Cisco Unified Presence Administration.

Assign users to servers in the system topology.

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.

Turn on the required Cisco Unified Presence services, including:

• Cisco UP SIP Proxy

• Cisco UP Presence Engine

• Cisco UP Sync Agent

Select Tools > Service Activation in Cisco Unified Serviceability.

Verify that Cisco Unified Presence turns on the Cisco UP XCP Router service.

Select Tools > Control Center - Network Services in Cisco Unified Serviceability.





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

Configure the backup settings.

Remember to back up Cisco Unified Presence daily.

You must have access to a Secure File Transfer Protocol (SFTP) server to back up Cisco Unified Presence over a network.

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.


4-8

http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html

Installation and Upgrade G

A
P P E N D I X A Installation Readiness Checklist and Settings
January 17, 2011

• 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

Installation Readiness ChecklistBefore you install Cisco Unified Presence, gather information for each server that you are installing in the cluster and print your data for reference as you work. Use Table 1 to record the information you need. The last column in the table shows whether you can change a field after installation, and if so, whether you can change it through the Operating System administration interface or through the Command Line Interface (CLI).

Before You Begin

• 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.

Table 1 Configuration Data

Configuration Data Your EntryCan Entry Be Changed After Installation

Administrator Login No

Administrator Password Yes

CLI: set password admin

Application User Username Yes

CLI:

utils reset ui administrator name

A-1uide for Cisco Unified Presence Release 8.5

Appendix A Installation Readiness Checklist and Settings Installation Readiness Checklist

Application User Password Yes

CLI:

utils reset ui administrator password

Security password for Cisco Unified Communications Manager publisher

Note 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.

Yes

You can change the security password entered during an initial installation in one of two ways:

• As you configure the post-installation wizard in Cisco Unified Presence Administration.

In Cisco Unified Presence Administration: select System > CUCM Publisher

Country Yes

CLI: set web-security [orgunit] [orgname] [locality] [state]

DHCP Yes.

• In Cisco Unified OS Administration: select Settings > IP > Publisher

• CLI: set network dhcp

DNS Primary Yes

CLI: set network dns

DNS Secondary Yes

CLI: set network dns

Domain Yes

CLI: set network domain

Gateway Address Yes.

• In Cisco Unified Communications Operating System Administration: select Settings > IP > Ethernet

• CLI: set network gateway

Table 1 Configuration Data (continued)


A-2Installation and Upgrade Guide for Cisco Unified Presence Release 8.5


Host Name

Note To change the hostname on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.

Yes


• CLI: set network IP

IP Address

Note To change the IP address on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.

Yes


• CLI: set network IP

IP Subnet Mask Yes


• CLI: set IP

Cisco Unified Presence Publisher Node Host Name

Note To change the host name on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.

Yes

In Cisco Unified Communications Operating System Administration: select Settings > IP > Publisher

Note 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.





Cisco Unified Presence Publisher Node IP Address.

Note To change the host name on a Cisco Unified Presence server, see Changing the IP Address and Hostname for Cisco Unified Presence.

Yes

In Cisco Unified Communications Operating System Administration: select Settings > IP > Publisher

Note 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.

Location Yes

CLI: set web-security

Master Administrator ID No

MTU Size

Note This value must be the same as the value entered on the Cisco Unified Communications Manager server. Otherwise the installation will fail.

Yes

CLI: set network mtu

Note If you need to change this value for Cisco Unified Presence, you must match it with the value on Cisco Unified Communications Manager.

NTP Server IP Address Yes

In Cisco Unified Communications Operating System Administration: select Settings > NTP Servers

Organization Yes


Security Password Yes

CLI: set password security




Appendix A Installation Readiness Checklist and Settings Field Definitions: Installation Readiness Checklist

Related Topics

• Field Definitions: Installation Readiness Checklist, page A-5


Field Definitions: Installation Readiness Checklist Before You Begin

Review the Installation Readiness Checklist.

SMTP Location Yes

• 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

State Yes


Time Zone Yes

CLI: set timezone

Unit Yes






Table 2 describes the fields listed in the Installation Readiness checklist in more detail

Table 2 Field Definitions

Field Description Usage

Administrator Login Specifies the name that you want to assign to the Administrator account.

Ensure the name is unique; it can contain lowercase, alphanumeric 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 You cannot change this field after installation.

Administrator Password Specifies the password for the Administrator account.

Use this password to sign in to Cisco Unified Communications Operating System Administration, Disaster Recovery System, and the CLI.

Application User Username and Password

Specifies the user ID and password for Cisco Unified Presence administration.

Use this user ID and password to sign in to the Cisco Unified Presence administration interface.

DHCP Dynamic Host Configuration Protocol

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.

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.



DNS Primary Cisco Unified Presence contacts this DNS server first when attempting to resolve host names.

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 Represents the name of the domain in which this machine is located.

Consider this field mandatory if DNS is set to yes.

Gateway Address 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.

Host Name A host name represents an alias that is assigned to an IP address to identify it.

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.

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.

Table 2 Field Definitions (continued)




Related Topics

• Installation Readiness Checklist, page A-1

IP Mask Specifies the IP subnet mask of this machine. The subnet mask together with the IP address defines the network address and the host address.

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 (11111111.11111111.11110000.00000000)

An invalid mask follows: 255.255.240.240 (11111111.11111111.11110000.11110000)

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 host that is used for outbound email.

Enter the hostname or dotted IP address for the SMTP server. For a host, it can contain alphanumeric 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 offset from Greenwich Mean Time (GMT)

Select Yes if you want to change the time zone.

Select the time zone that most closely matches the location of your machine.

Table 2 Field Definitions (continued)



Appendix A Installation Readiness Checklist and Settings RAID and BIOS Settings

RAID and BIOS SettingsDuring the software installation, the system installer configures the system BIOS and RAID settings for the new operating system and Cisco Unified Presence application.

See the tables below for the BIOS settings and the RAID settings that are set up during installation. If the hardware configuration process fails during installation, you can use boot-time utilities on both the IBM and HP servers to manually configure the RAID and BIOS settings, as advised in Table 3 and Table 4.

Accessibility Settings in Cisco Unified Presence AdministrationCisco Unified Presence Administration and Cisco Unified Presence User Options provide functionality that allows users to access buttons on the window without using a mouse. You can perform the following procedures from any point on the window, so the user does not need to scroll or tab through various fields.

• Accessing the Icons in the Window, page A-9

• Accessing the Buttons in the Window, page A-10

Accessing the Icons in the WindowMany windows in Cisco Unified Presence have icons that display at the top of the window; for example, an icon of a disk for Save, an icon that is a plus sign (+) for Add, and so on.

Table 3 BIOS Configuration Settings for HP and IBM Servers

HP Servers IBM Servers

OS Selection: Linux (not applicable on newer models)

OS Selection: Not applicable

Boot order: CD, C:, Floppy Boot order: CD, C:, Floppy

Post F1 prompt: Delayed Post F1 prompt: Delayed

Hyperthreading: Enabled Hyperthreading: Enabled

Table 4 RAID Settings

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

RAID not applicable Logical drives: 1 Logical drives: 2

RAID not applicable

Note For the Cisco 7825H1 and the Cisco 7825I1, SATA RAID is enabled, and the RAID type is 1(1+0), with one logical drive.

RAID type: 1(1+0) RAID type: 1(1+0)


Appendix A Installation Readiness Checklist and Settings Accessibility Settings in Cisco Unified Presence Administration

Procedure

Step 1 Press Alt, press 1, and then press Tab.

Step 2 The cursor will highlight the first icon from the left. Press Tab again to move to the next icon.

Step 3 Press Enter to perform the function of the icon.

Accessing the Buttons in the WindowMany of the windows in Cisco Unified Presence have buttons that display at the bottom of the window; for example, a button for Save, a button for Add, and so on.

Procedure

Step 1 Press Alt, press 2, and then press Tab.

Step 2 The cursor will highlight the first button from the left. Press Tab again to move to the next button.

Step 3 Press Enter to perform the function of the button.


Installation and Upgrade G

A
P P E N D I X B Upgrading to a Later Release of Cisco Unified Presence Software
January 17, 2011

Note 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

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:

– LOCAL—Retrieves the upgrade file from a local CD or DVD.

– SFTP—Retrieves the upgrade file from a remote server by using the Secure File Transfer Protocol (SFTP).

– FTP—Retrieves the upgrade file from a remote server by using File Transfer Protocol (FTP).

• Upgrading from a Local Disk, page B-1

• Upgrading from a Remote Server, page B-2

• Retrieving the Remote Patch, page B-3

Upgrading from a Local DiskBefore You Begin

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

B-1uide for Cisco Unified Presence Release 8.5

http://www.cisco.com/en/US/products/ps6837/prod_release_notes_list.html

Appendix B Upgrading to a Later Release of Cisco Unified Presence Software Upgrading from a Remote Server

Procedure

Step 1 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.

Step 2 Select Continue to update the system with this patch. After the system restarts, the Preexisting Configuration Information window displays.


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

Configuring the Basic Installation, page 3-4

Upgrading from a Remote ServerBefore You Begin

If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure the network settings.

Procedure

Step 1 Perform one of the following actions in the Auto Negotiation Configuration window:


Automatically set the speed and duplex settings of the Ethernet network interface card (NIC) using automatic negotiation

Select Yes.

Note To use this option, your hub or Ethernet switch must support automatic negotiation.

Disable automatic negotiation a. Select No.

b. Complete the following tasks in the Duplex Configuration window:

– Manually select the appropriate NIC Speed and Duplex settings.

– Select OK to continue.

B-2Installation and Upgrade Guide for Cisco Unified Presence Release 8.5

Appendix B Upgrading to a Later Release of Cisco Unified Presence Software Retrieving the Remote Patch

Step 2 Perform one of the following actions in the DHCP Configuration window:

What To Do Next

Retrieving the Remote Patch, page B-3

Retrieving the Remote PatchProcedure

Step 1 Enter the location and sign in information for the remote file server.

Step 2 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

Configuring the Basic Installation, page 3-4


Use Dynamic Host Configuration Protocol (DHCP)

a. Select Yes.

b. Skip to the procedure that describes how to retrieve a remote patch.

Set up a static IP address for the server and gateway

a. Select No

b. Perform the following actions in the Static Network Configuration window:

– Enter your static network configuration values.

– Select OK.

c. Perform the following actions in the DNS Client Configuration window:

– Select Yes, and enter your DNS client information.

– Select OK.


Appendix B Upgrading to a Later Release of Cisco Unified Presence Software Retrieving the Remote Patch


Documents

Installation Upgrade Guide Cisco Unified Presence 85