Installation and Upgrade Guide for Cisco Unified Presence Release

CH A P T E R
1
Preparing to Install Cisco Unified Presence
July 1, 2016
• About Cisco Unified Presence Installation Prerequisites, page 1
•
Performing Pre-Installation Tasks, page 4
•
Getting More Information, page 5
About Cisco Unified Presence Installation Prerequisites
The 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
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-1
Chapter 1
Preparing to Install Cisco Unified Presence
About Cisco Unified Presence Installation Prerequisites
Required Passwords
During the Cisco Unified Presence installation, you will be required to specify the following user names
and passwords:
1-2
Password Type
Description
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)
Troubleshooting Tips
•
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.
Chapter 1
Preparing to Install Cisco Unified Presence
About Cisco Unified Presence Installation Prerequisites
Password Type
Description
Troubleshooting Tips
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.
Supported Servers
Before you install Cisco Unified Presence:
•
You must check your hardware and ensure that your servers are supported. To determine which
servers support Cisco Unified Presence releases, see the Hardware and Software Compatibility
Information for Cisco Unified Presence at
http://www.cisco.com/en/US/products/ps6837/products_device_support_tables_list.html
•
If you are configuring the Cisco Unified Presence multi-node feature in your network, review the
multi-node hardware recommendations, and installation and upgrade information, in the Cisco
Unified Presence Deployment Guide at
http://www.cisco.com/en/US/products/ps6837/products_installation_and_configuration_guides_lis
t.html
Bridged Upgrade
Cisco Unified Presence supports bridged upgrades to customers who wish to migrate from discontinued
hardware to supported hardware.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-3
Chapter 1
Preparing to Install Cisco Unified Presence
Performing Pre-Installation Tasks
Cisco Unified Presence supports bridged upgrades from any of these discontinued servers:
Note
•
MCS-7825-H2-IPC1
•
MCS-7825-H2-IPC2
•
MCS-7835-H1-IPC1
•
MCS-7835-I1-IPC1
•
MCS-7845-H1-IPC1
•
MCS-7845-I1-IPC1
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 Restrictions
Cisco Unified Presence can only upload and process software that Cisco Systems approves. You cannot
install or use third-party Linux or Windows-based software applications with Cisco Unified Presence.
Perform valid software installations and upgrades in Cisco Unified Communications Operating System
Administration.
Performing Pre-Installation Tasks
Before 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
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
Caution
DNS server and that the DNS server can resolve the host
name of the Cisco Unified Communications Manager
publisher server and of other Cisco Unified Presence
servers (if any).
Step 4
Step 5
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.
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.
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.
See the Deployment Guide for Cisco Unified Presence for
If you perform an upgrade to Cisco Unified Presence
Release 8.0, obtain a software version (upgrade) license. information about Cisco Unified Presence licensing
requirements, and about obtaining a license.
This also applies if you perform a bridged upgrade to
Cisco Unified Presence Release 8.0.
Related Topics
•
Appendix A “Installation Readiness Checklist.”
•
Bridged Upgrade, page 3
•
Deployment Guide for Cisco Unified Presence
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
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1-5
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.
•
Disaster Recovery System Administration Guide
Describes how to configure the backup settings, how to back up Cisco Unified Presence data, and
how to restore the data.
•
1-6
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=
CH A P T E R
2
Preparing to Install Cisco Unified Presence on a
VMware Server
July 1, 2016
Note
•
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server, page 1
•
How to Install Cisco Unified Presence on a VMware Server, page 4
•
How to Run Cisco Unified Presence on ESXi 4.1, page 5
•
How to Configure the VMware Identity Feature, page 6
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 OVA Templates, page 2
•
VMware Feature Support, page 3
•
VMware License Requirements, page 3
•
Exceptions for VMware Installations, page 4
VMware Software Requirements
The software requirements for VMware are:
•
Cisco Unified Presence, Release 8.x
•
VMware ESXi, Release 4.0 and 4.1
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-1
Chapter 2
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server
Note
Preparing to Install Cisco Unified Presence on a VMware Server
Make sure that you use ESXi, rather than ESX, to run Cisco Unified Presence on VMware. However, the
blade server can be part of a VMware ESX cluster.
You can upgrade from Cisco Unified Presence Release 7.0(5) or higher to Cisco Unified Presence
Release 8.x on VMware once you use one of the supported VMware specifications described in
Supported OVA Templates, page 2.
VMware Hardware Requirements
Cisco Unified Presence only supports VMware on Cisco UCS B-Series and C-Series Blade Servers.
See Migrating to Cisco UCS Blade Servers, page 5 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 OVA Templates
If you want to import a preconfigured virtual machine, Cisco provides an OVA template for each VM
specification that contains predefined CPU, disk and RAM information. Each OVA template includes a
corresponding readme file that provides detailed information about the OVA template. OVA templates
can be downloaded from the Cisco Unified Presence Virtualization Download Software page:
http://www.cisco.com/cisco/software/release.html?mdfid=283736431&flowid=23181&softwareid=282
074312&release=8.0%20-%208.5&relind=AVAILABLE&rellifecycle=&reltype=latest.
For information about the recommended (minimum) specifications for Cisco Unified Presence on a
VMware server, see Unified Communications Virtualization Downloads (including OVA/OVF
Templates):
http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization_Downloads_%28including_O
VA/OVF_Templates%29#Cisco_Unified_Presence.
Related Topics
•
2-2
Release Notes for Cisco Unified Presence Release 8.x for release specific information.
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 Support
Table 2-1 describes the VMware feature support for Cisco Unified Presence.
Table 2-1
VMware Feature Support
VMware Feature
Supported
VMotion
Yes
Note
SVmotion
No
Snapshots
No
Data Recovery Manager
No
Fault Tolerance
No
Consolidated Backup
No
High Availability
Yes
Site Recovery Manager
Yes
Note
Identity
Yes
Boot from SAN
Yes
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.
All servers associated with this parameter must be
on the same server area network (SAN).
VMware License Requirements
To obtain a license for Cisco Unified Presence running on a VMware server, you require the License
MAC value of the server. Choose 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 licensing@cisco.com requesting a "rehost" of your license. For further
information on this procedure, see the Deployment Guide for Cisco Unified Presence.
Related Topics
•
Bridged Upgrade, page 3
•
Deployment Guide for Cisco Unified Presence
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-3
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server
How to Install Cisco Unified Presence on a VMware Server
Exceptions for VMware Installations
When 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:
•
If the installation fails, Cisco Unified Presence dumps the install logs to a file through the serial port
of the VMware server; Cisco Unified Presence cannot dump the install logs to a USB key. You must
configure the serial port on the VMware server, or more specifically, link the serial port to a file
where Cisco Unified Presence can dump the ASCII text. You must configure the serial port when
the VMware server is powered off. Therefore, perform this configuration on the VMware server
before you start the installation.
•
To view the installation logs after they are published to a serial port on the virtual machine, see
http://docwiki.cisco.com/wiki/How_to_Dump_Install_Logs_to_the_Serial_Port_of_the_Virtual_
Machine.
•
Cisco Unified Presence does not support USB tape drive backup on a VMware server.
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 5
Installing Cisco Unified Presence on a New VMware Server
Use 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
2-4
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server
How to Run Cisco Unified Presence on ESXi 4.1
Migrating to Cisco UCS Blade Servers
Cisco 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.
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
•
Supported OVA Templates, page 2
•
Release Notes for Cisco Unified Presence
•
Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence
•
Changing the IP Address and Hostname for Cisco Unified Presence
•
Disaster Recovery System Administration Guide
How to Run Cisco Unified Presence on ESXi 4.1
For information about how to run Cisco Unified Presence on ESXi 4.1, see the corresponding procedures
in the Unified Communications Manager on Virtualized Servers document. The steps for running
Cisco Unified Presence on ESXi 4.1 are identical to the steps for running Cisco Unified
Communications Manager on ESXi 4.1.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-5
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server
How to Configure the VMware Identity Feature
How to Configure the VMware Identity Feature
The 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 (such as IP address, hostname, passwords).
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 6
•
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 6
Related Topics
Supported OVA Templates, page 2
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
2-6
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server
How to Configure the VMware Identity Feature
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
•
Creating the Identity Template, page 6
•
For instructions on creating a virtual floppy instance, go to this URL:
http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&exter
nalId=1739
•
Deploying the Identity Template on a Cisco Unified Presence Cluster, page 7
Deploying the Identity Template on a Cisco Unified Presence Cluster
This is a high-level overview of the steps you perform to deploy the identity template on a
Cisco Unified Presence cluster.
Before You Begin
•
The New Identity process can only be run on the primary (publisher) node and not on the secondary
(subscriber) nodes in a cluster.
•
The “skip install” is performed by choosing the option to skip the configuration during the
installation process.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-7
Chapter 2
Preparing to Install Cisco Unified Presence on a VMware Server
How to Configure the VMware Identity Feature
Procedure
Step 1
Note
Create an identity template for the publisher Cisco Unified Presence node. Follow the procedure
described in this module for creating an identity template.
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 to the Topology interface, and configure its hostname/IP address.
Step 5
On the subscriber node or nodes, mount a floppy image that contains the AFG platformConfig.xml file.
Step 6
Power on the subscriber node or nodes and complete the installation.
Related Topics
2-8
•
Creating the Identity Template, page 6
•
Deploying the Identify Template on a Virtual Cisco Unified Presence, page 6
CH A P T E R
3
Installing and Configuring Cisco Unified
Presence
July 1, 2016
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.
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
Note
Only select this option when directed to do so by Cisco Technical
Support.
To get help information on any window that displays during the installation, press the Space bar and
select Help (when available).
•
How to Install and Configure Cisco Unified Presence, page 2
•
Using an Answer File for an Unattended Installation of Cisco Unified Presence, page 7
•
Uploading Preexisting Installation Data to Cisco Unified Presence, page 9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-1
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:
If the media
check result is:
Pass
Action:
Result
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
Perform the following actions: Presence:
– First the installation process checks for the correct drivers, and
a. Download another copy
you may see the following warning:
from Cisco.com or obtain
Fail
another disk directly from
Cisco Systems.
b.
Select OK to continue the
installation.
Drivers not found, do you want to install manually?
Select Yes to continue the installation.
– The installation next checks whether you have a supported
hardware platform. If your server does not meet the exact
hardware requirements, the installation process fails with a
critical error. If you think this is not correct, capture the error
and report it Cisco Support.
After the hardware checks complete, the Product Deployment Selection
window displays.
Step 4
Select OK to install Cisco Unified Presence.
The installation process then verifies RAID configuration and BIOS settings. If the installation process
makes any changes to your hardware configuration settings, you will be prompted to restart your system.
This check does not occur if you install Cisco Unified Presence on a server.
3-2
Chapter 3
Installing and Configuring Cisco Unified Presence
How to Install and Configure Cisco Unified Presence
Step 5
Caution
Step 6
Step 7
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.
Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in
the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed.
The Proceed with Install window indicates the Cisco Unified Presence software version, if any, on your
hard drive and the version on the DVD.
Perform one of the following actions in the Platform Installation window.
If you want to:
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.
Perform one of the following actions in the Apply Patch window.
If you want to:
Action
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
Step 8
Only select this option when directed to do so by
Cisco Technical Support.
Select Continue in the Basic Install window.
Related Topics
•
Appendix A “Installation Readiness Checklist.”
•
Appendix A “RAID and BIOS Settings.”
•
Appendix B “Upgrading Cisco Unified Presence.”
What To Do Next
•
Configuring the Basic Installation, page 4, or
•
Uploading Preexisting Installation Data to Cisco Unified Presence, page 9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-3
Chapter 3
Installing and Configuring Cisco Unified Presence
How to Install and Configure Cisco Unified Presence
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
Step 2
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.
Perform one of the following actions in the Auto Negotiation Configuration window:
If you want to:
Action
Automatically set the speed and duplex settings of Select Yes.
the Ethernet network interface card (NIC) using
Note
To use this option, your hub or Ethernet
automatic negotiation
switch must support automatic
negotiation.
Disable automatic negotiation
a.
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.
Step 3
Configure the Maximum Transit Unit (MTU) value, as follows:
If you want to:
Action
Leave the MTU size unchanged from the default
OS setting
Select No.
Change the MTU size from the default OS setting Select Yes.
Note
3-4
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.
Chapter 3
Installing and Configuring Cisco Unified Presence
How to Install and Configure Cisco Unified Presence
Step 4
Perform one of the following actions in the DHCP Configuration window:
If you want to:
Action
Use DHCP
a.
Select Yes
b.
Continue with Step 7.
a.
Select No.
b.
Continue with Step 5.
Set up a static IP address for the server
Step 5
Step 6
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.
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:
Step 9
a.
Enter your certificate signing request information. This includes Organization, Unit, Location, State
and Country.
b.
Select OK to continue.
Decide your next step depending on the server that you are installing, as follows:
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.
Related Topics
•
Starting a Basic Installation, page 2
•
Appendix A “Installation Readiness Checklist.”
What To Do Next
•
Configuring System Time on the Cisco Unified Presence Publisher Server, page 6 or
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-5
Chapter 3
Installing and Configuring Cisco Unified Presence
How to Install and Configure Cisco Unified Presence
•
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).
•
Regardless of any change you make to the NTP server during installation, it changes to
Cisco Unified Communications Manager publisher after installation.
Procedure
Step 1
Set correct system time in the Network Time Protocol Client Configuration window, as follows:
If you want to configure:
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
c.
Note
System time manually
3-6
If the network does not have DNS, you
must enter an IP address because the
hostname will not automatically resolve
to an IP address.
Select Proceed to continue with the
installation.
You can configure up to five NTP servers,
and we recommend that you use at least
three. The system contacts an NTP server
and automatically sets the time on the
hardware clock. If the Test button
displays, you can select Test to check
whether the NTP servers are accessible.
a.
Select No.
b.
Enter the appropriate date and time to set the
hardware clock.
c.
Select OK to continue with the installation.
Chapter 3
Installing and Configuring Cisco Unified Presence
Using an Answer File for an Unattended Installation of Cisco Unified Presence
Step 2
Enter the Security password in the Security Password window.
Step 3
If you want to configure an SMTP host, perform the following actions:
Step 4
Step 5
Step 6
a.
Select Yes.
b.
Enter the SMTP location.
Complete the following tasks in the Application User Configuration window:
a.
Enter the Application User Username and Application User Password.
b.
Select OK.
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.
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
•
Appendix A “Installation Readiness Checklist.”
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:
http://www.cisco.com/web/cuc_afg/index.html
The web application supports the following features:
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-7
Chapter 3
Installing and Configuring Cisco Unified Presence
Using an Answer File for an Unattended Installation of Cisco Unified Presence
•
Simultaneously generates and saves answer files for unattended installations on the publisher server
and all subsequent servers.
•
Provides syntactical validation of data entries.
•
Supports Internet Explorer version 6.0 or higher and Mozilla version 1.5 or higher.
•
Provides online help and documentation.
If a USB key is used to perform an unattended installation of Cisco Unified Presence, you may need to
reformat the USB key to the FAT32 file system using the Windows XP Disk Management Utility.You
will need to reformat USB keys with the larger storage capacity (for example, 1 Gigabyte) that the FAT
file system format provides.
Before You Begin
•
You may need to be an Administrator or a member of the Administrators group to perform this
procedure.
•
If DHCP client is used on the publisher server, and subsequent server answer files are also generated,
you must specify the publisher server IP address.
Procedure
Step 1
Insert the USB key into a USB slot on the Windows XP computer.
Step 2
Perform the following actions:
Step 3
a.
Select Start > Control Panel > Administrative Tools.
b.
Double-click Computer Management.
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.
If you want to:
Action
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
Step 4
Only select this option when directed to do so by
Cisco Technical Support.
Select Continue in the Basic Install window.
Related Topic
Appendix B “Upgrading Cisco Unified Presence.”
What To Do Next
Configuring the Basic Installation, page 4
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
3-9
Chapter 3
Uploading Preexisting Installation Data to Cisco Unified Presence
3-10
Installing and Configuring Cisco Unified Presence
CH A P T E R
4
Completing Cisco Unified Presence Installation
Setup on the Publisher and Subsequent Servers
July 1, 2016
• 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.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
4-1
Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
Completing the Installation of the Cisco Unified Presence Publisher Server
•
Obtain the IP address of Cisco Unified Communications Manager publisher (if you are not using
DNS). Obtain the user ID for the application user on Cisco Unified Communications Manager who
has AXL permissions.
Procedure
Step 1
4-2
Sign into Cisco Unified Presence Administration.
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
a.
Enter the Cisco Unified Communications Manager publisher
hostname in the Hostname field.
Page 1 of 5
b.
[optional] Enter the Cisco Unified Communications Manager
publisher IP address in the IP address field.
Note
Post Installation
Deployment Window
a.
Page 2 of 5
Note
Post Installation
Deployment Window
Page 4 of 5
Post Installation
Deployment Window
Page 5 of 5
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.
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.
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 3 of 5
Post Installation
Deployment Window
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.
Verify your configuration, and complete one of the following actions:
– Select Back to correct an error.
– Select Confirm to proceed.
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.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
4-3
Chapter 4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
Completing the Installation of Subsequent Cisco Unified Presence Servers
Troubleshooting Tips
•
If an error message displays, you can check that AXL is running on Cisco Unified Communications
Manager and that you have the correct User ID and password. Using a browser, enter
http://<<CUCM Hostname>>/axl. You will be prompted for the User ID and password. If the
details that you enter are correct, a web page displays confirmation that AXL is running and ready
to receive requests.
•
You cannot run the post-installation wizard a second time. If you need to change the Cisco Unified
Communications Manager publisher address or AXL information after this initial configuration,
select System > CUCM Publisher in Cisco Unified Presence Administration.
•
Subsequent servers on Cisco Unified Presence will obtain the Cisco Unified Communications
Manager Publisher information from the publisher server following the configuration checks on the
publisher server.
•
Cisco Unified Presence displays a warning if you perform an upgrade on discontinued hardware.
Cisco Unified Presence supports a bridged upgrade from the discontinued hardware. The bridged
upgrade permits you to perform a DRS backup on the discontinued hardware, and then restore the
DRS backup on supported hardware.
Related Topics
•
Cisco Unified Presence Administration Guide
•
Disaster Recovery System Administration Guide
•
Bridged Upgrade, page 3
What To Do Next
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
4-4
•
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".
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:
Step 7
Step 8
a.
Select Yes.
b.
Enter the SMTP location.
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.
When the installation process completes, you are prompted to sign in with the Administrator account
and password.
Troubleshooting Tips
•
The security password that you set for Cisco Unified Presence must be identical to the password
used on the Cisco Unified Communications Manager Publisher server.
•
If you assign a subsequent Cisco Unified Presence server to a subcluster prior to installing it, users
in remote clusters will not receive presence information. A presence outage will occur until the
server is installed.
•
You must configure an SMTP server to use certain operating system features. However, you can also
configure an SMTP server later using either the Cisco Unified Communications Operating System
interface or the CLI.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
4-5
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 Topic
Configuring the Basic Installation, page 4
What To Do Next
Post-Installation Checklist, page 6
Post-Installation Checklist
Complete the tasks, as described in sequence in the table below, on each server that you install in a
Cisco Unified Presence cluster.
Caution
However, ensure that you complete this post-installation checklist on the Cisco Unified Presence
publisher server before you install subsequent Cisco Unified Presence servers.
Before You Begin
•
Run the post-installation deployment wizard and set the Cisco Unified Communications Manager
Publisher address and AXL parameters on the Cisco Unified Presence publisher server.
•
Immediately following a fresh installation of Cisco Unified Presence, the system defaults to
Evaluation mode for 90 days. This is a trial assessment period, during which:
– an organization can use or "run" a Cisco Unified Presence server without requiring a server
license, and
– users in that organization, who are already configured on Cisco Unified Communications
Manager, can access Cisco Unified Presence and be configured to use Cisco Unified Personal
Communicator, without requiring the necessary user licenses (DLUs)
Post-Installation Tasks
Important Notes
Select System > Licensing > License File Upload in
To move Cisco Unified Presence to
Cisco Unified Presence Administration.
Production mode before or after the trial
evaluation period ends, upload the
Cisco Unified Presence server license file that
you previously acquired.
Configure the Cisco Unified Communications Select Presence > Gateways in Cisco Unified
Manager Presence Gateways.
Presence Administration.
4-6
Chapter 4
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
Post-Installation Checklist
Post-Installation Tasks
Important Notes
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 Select System > Topology in Cisco Unified Presence
Presence servers to the cluster, ensure that you Administration.
have configured each one as a server on the
Cisco Unified Presence publisher before you
install the server.
Note
You can add all servers in one step.
For example, if you are installing a
multi-node cluster containing six
servers including the publisher, you
can add the five subsequent servers to
the Cisco Unified Presence system
topology simultaneously.
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:
Select Tools > Service Activation in Cisco Unified
Serviceability.
•
Cisco UP SIP Proxy
•
Cisco UP Presence Engine
•
Cisco UP Sync Agent
Verify that Cisco Unified Presence turns on
the Cisco UP XCP Router service.
Select Tools > Control Center - Network Services in
Cisco Unified Serviceability.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
4-7
Chapter 4
Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent Servers
Post-Installation Checklist
Post-Installation Tasks
Important Notes
Configure the backup settings.
You must have access to a Secure File Transfer
Protocol (SFTP) server to back up Cisco Unified
Remember to back up Cisco Unified Presence
Presence over a network.
daily.
Verify the cluster ID.
If you are deploying multiple Cisco Unified Presence
clusters, each cluster must have a unique cluster ID
value. Cisco Unified Presence uses the cluster ID value
to identify the source cluster of alert notifications sent
by the RTMT tool.
At installation, the system assigns a unique cluster ID
to the Cisco Unified Presence publisher node. The
systems distributes the cluster ID so that all nodes in
your cluster share the same cluster ID value.
Select Cisco Unified Presence Administration >
Presence > Settings to view or configure the cluster
ID.
Troubleshooting Tips
You must wait until the Cisco Unified Presence Sync Agent is active before you can use the
Cisco Unified Presence server.
Related Topics
•
See the Deployment Guide for Cisco Unified Presence for information about Cisco Unified Presence
licensing modes.
•
For information on the RTMT tool, see the Serviceability Configuration and Maintenance Guide for
Cisco Unified Presence at this URL:
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
4-8
A P P E N D I X
A
Installation Readiness Checklist and Settings
July 1, 2016
•
Installation Readiness Checklist, page A-1
•
Field Definitions: Installation Readiness Checklist, page A-5
•
RAID and BIOS Settings, page A-9
•
Accessing Cisco Unified Presence Administration, page A-9
•
Accessibility Settings in Cisco Unified Presence Administration, page A-10
Installation Readiness Checklist
Before 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 Entry
Can Entry Be Changed After
Installation
Administrator Login
No
Administrator Password
Yes
CLI: set password admin
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-1
Appendix A
Installation Readiness Checklist and Settings
Installation Readiness Checklist
Table 1
Configuration Data (continued)
Configuration Data
Your Entry
Application User Username
Can Entry Be Changed After
Installation
Yes
CLI:
utils reset ui administrator name
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.
Country
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
Yes
CLI: set web-security [orgunit]
[orgname] [locality] [state]
DHCP
DNS Primary
Yes.
•
In Cisco Unified OS
Administration: select
Settings > IP > Publisher
•
CLI: set network dhcp
Yes
CLI: set network dns
DNS Secondary
Yes
CLI: set network dns
Domain
Yes
CLI: set network domain
Gateway Address
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-2
Yes.
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network gateway
Appendix A
Installation Readiness Checklist and Settings
Installation Readiness Checklist
Table 1
Configuration Data (continued)
Configuration Data
Your Entry
Yes
Host Name
Note
To change the hostname
on a Cisco Unified
Presence server, see
Changing the IP Address
and Hostname for Cisco
Unified Presence.
To change the IP address
on a Cisco Unified
Presence server, see
Changing the IP Address
and Hostname for Cisco
Unified Presence.
IP Subnet Mask
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network IP
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network IP
Yes
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set IP
Yes
Cisco Unified Presence
Publisher Node Host Name
Note
•
Yes
IP Address
Note
Can Entry Be Changed After
Installation
To change the host name
on a Cisco Unified
Presence server, see
Changing the IP Address
and Hostname for Cisco
Unified Presence.
In Cisco Unified Communications
Operating System Administration:
select
Settings > IP > 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.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-3
Appendix A
Installation Readiness Checklist and Settings
Installation Readiness Checklist
Table 1
Configuration Data (continued)
Configuration Data
Your Entry
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.
Location
Can Entry Be Changed After
Installation
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.
Yes
CLI: set web-security
Master Administrator ID
No
MTU Size
Yes
Note
This value must be the
same as the value entered
on the Cisco Unified
Communications
Manager server.
Otherwise the
installation will fail.
NTP Server IP Address
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.
Yes
In Cisco Unified Communications
Operating System Administration:
select
Settings > NTP Servers
Organization
Yes
CLI: set web-security
Security Password
Yes
CLI: set password security
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-4
Appendix A
Installation Readiness Checklist and Settings
Field Definitions: Installation Readiness Checklist
Table 1
Configuration Data (continued)
Configuration Data
Your Entry
SMTP Location
Can Entry Be Changed After
Installation
Yes
State
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > SMTP, and enter the
IP address or Hostname in the
SMTP Host Field.
•
CLI: set smtp
Yes
CLI: set web-security
Time Zone
Yes
CLI: set timezone
Unit
Yes
CLI: set web-security
Related Topics
•
Field Definitions: Installation Readiness Checklist, page A-5
•
Changing the IP Address and Hostname for Cisco Unified Presence
Field Definitions: Installation Readiness Checklist
Before You Begin
Review the Installation Readiness Checklist.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-5
Appendix A
Installation Readiness Checklist and Settings
Field Definitions: Installation Readiness Checklist
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 Ensure the name is unique; it can
to assign to the Administrator
contain lowercase, alphanumeric
account.
characters, hyphens, and
underscores. It must start with a
lowercase, alphanumeric character.
You should record this mandatory
field value for use when signing in to
the CLI on the platform or into the
Cisco Unified Communications
Operating System Administration.
Note
Administrator Password
Specifies the password for the
Administrator account.
You cannot change this field
after installation.
Use this password to sign in to
Cisco Unified Communications
Operating System Administration,
Disaster Recovery System, and the
CLI.
Application User Username Specifies the user ID and
and Password
password for Cisco Unified
Presence administration.
Use this user ID and password to sign
in to the Cisco Unified Presence
administration interface.
DHCP
Select Yes if you want to use DHCP
to automatically configure the
network settings on your server.
Dynamic Host Configuration
Protocol
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.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-6
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.
Appendix A
Installation Readiness Checklist and Settings
Field Definitions: Installation Readiness Checklist
Table 2
Field Definitions (continued)
Field
Description
Usage
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.
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).
DNS Secondary
When a primary DNS server
fails, Cisco Unified Presence
will attempt to connect to the
secondary DNS server.
Domain
Consider this field mandatory if DNS
Represents the name of the
domain in which this machine is is set to yes.
located.
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)
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.
Host Name
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.
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.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-7
Appendix A
Installation Readiness Checklist and Settings
Field Definitions: Installation Readiness Checklist
Table 2
Field Definitions (continued)
Field
Description
Usage
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
(11111111.11111111.11110000.000
00000)
An invalid mask follows:
255.255.240.240
(11111111.11111111.11110000.111
10000)
MTU
The maximum transmission unit
(MTU) represents the largest
packet, in bytes, that this host
will transmit on the network.
Enter the MTU size in bytes for your
network. If you are unsure of the
MTU setting for your network, use
the default value.
Default: 1500 bytes
The MTU setting must be the same
on all nodes in a cluster.
SMTP Location
Specifies the name of the SMTP Enter the hostname or dotted IP
address for the SMTP server. For a
host that is used for outbound
host, it can contain alphanumeric
email.
characters, hyphens, or periods. For a
host name, it must start with an
alphanumeric character.
You must fill in this field if you plan
to use electronic notification. If not,
you can leave it blank.
Time zone
Reflects the local time zone and Select Yes if you want to change the
offset from Greenwich Mean
time zone.
Time (GMT)
Select the time zone that most closely
matches the location of your
machine.
Related Topics
•
Installation Readiness Checklist, page A-1
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-8
Appendix A
Installation Readiness Checklist and Settings
RAID and BIOS Settings
RAID and BIOS Settings
During 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.
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
RAID type: 1(1+0)
RAID type: 1(1+0)
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.
Accessing Cisco Unified Presence Administration
Complete the following procedure to access the Cisco Unified Presence Administration interface.
Procedure
Step 1
Enter https://<server name or IP address>, where the server name or IP address equals the server where
Cisco Unified Presence is installed.
Step 2
From Administrative Applications, select Cisco Unified Presence.
Step 3
If the system prompts you about certificates, you must enable HTTPS to secure communications
between the browser client and the web server. See the Release Notes for Cisco Unified Presence for
more information about how to load the required certificates for the HTTPS connection.
Step 4
Enter the application username and application user password that you specified during installation
when the system prompts you for a user name and password. The Cisco Unified Presence Administration
interface displays.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
A-9
Appendix A
Installation Readiness Checklist and Settings
Accessibility Settings in Cisco Unified Presence Administration
Step 5
To access other Cisco Unified Presence interfaces, select an interface from the Navigation drop-down
list and select Go.
Accessibility Settings in Cisco Unified Presence Administration
Cisco 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-10
•
Accessing the Buttons in the Window, page A-10
Accessing the Icons in the Window
Many 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.
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 Window
Many 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 Guide for Cisco Unified Presence Release 8.0 and 8.5
A-10
A P P E N D I X
B
Upgrading Cisco Unified Presence
July 1, 2016
How to Upgrade to a Later Release of Cisco Unified Presence
Software
Note
Caution
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
Prior to initiating an upgrade from Cisco Unified Presence Release 8.5(x) and on, you should disable
High-Availability on the Cisco Unified Presence subcluster. If High-Availability is not disabled, the
subclusters will failover and a manual failback is required following the upgrade of both nodes in the
subcluster. After you have completed the upgrade, High-Availability should be re-enabled. For more
information, see the Deployment Guide for Cisco Unified Presence.
If you are upgrading from Cisco Unified Presence Release 7.x and if you have federated domains that
are configured using an IP address, you must reconfigure the federated domains to use the domain name
before you begin the upgrade. Alternatively, delete the federated domains before you begin the upgrade.
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).
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-1
Appendix B
Upgrading Cisco Unified Presence
How to Upgrade to a Later Release of Cisco Unified Presence Software
•
Upgrading from a Local Disk, page B-2
•
Upgrading from a Remote Server, page B-2
•
Retrieving the Remote Patch, page B-4
Upgrading from a Local Disk
Before 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
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.
Troubleshooting Tips
You only need to enter the patch directory when the patch is not stored in the root directory of the CD
or DVD.
What To Do Next
Configuring the Basic Installation, page 3-4
Upgrading from a Remote Server
Before You Begin
If you chose to upgrade through an FTP or SFTP connection to a remote server, you must first configure
the network settings.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-2
Appendix B
Upgrading Cisco Unified Presence
How to Upgrade to a Later Release of Cisco Unified Presence Software
Procedure
Step 1
Perform one of the following actions in the Auto Negotiation Configuration window:
If you want to:
Action
Automatically set the speed and duplex settings of Select Yes.
the Ethernet network interface card (NIC) using
Note
To use this option, your hub or Ethernet
automatic negotiation
switch must support automatic
negotiation.
Disable automatic negotiation
a.
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.
Step 2
Perform one of the following actions in the DHCP Configuration window:
If you want to:
Action
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.
What To Do Next
Retrieving the Remote Patch, page B-4
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-3
Appendix B
Upgrading Cisco Unified Presence
How to Perform Intercluster Upgrades
Retrieving the Remote Patch
Procedure
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
How to Perform Intercluster Upgrades
This section is applicable to the following Cisco Unified Presence intercluster upgrades:
•
Cisco Unified Presence Release 7.x to Release 8.0(x)
•
Cisco Unified Presence Release 7.x to Release 8.5(x)
•
Prerequisites for an Intercluster Upgrade, page B-4
•
Roster Migration for Intercluster Upgrade, page B-5
•
Contact List Size for Intercluster Upgrade, page B-5
•
SIP Remote Contact Limit, page B-5
•
Performing an Intercluster Upgrade, page B-6
Prerequisites for an Intercluster Upgrade
Before you perform the software upgrade to Cisco Unified Presence Release 8.x, we highly recommend
that you turn off (deactivate) the Cisco UP Presence Engine service in the local Cisco Unified Presence
cluster.
If you intend to upgrade all clusters to Release 8.x, you should turn off (deactivate) the Cisco UP
Presence Engine on all clusters until you complete the intercluster upgrade in your intercluster
deployment. Once you complete the upgrades in your deployment, verify the status of the intercluster
peer connections are ok, and there are no pending system notifications. You can then turn on (activate)
the Cisco UP Presence Engine on all nodes in all clusters. You may experience high CPU (possibly for
several hours) while the Cisco UP Presence Engine attempts to reestablish any presence subscriptions
with remote contacts.
If you intend to leave an intercluster peer on Release 7.0(x), verify the status of the intercluster peer
connections are ok. Enable the Cisco UP XCP SIP Federation Connection Manager service before you
turn on (activate) the Cisco UP Presence Engine service, as described in the intercluster upgrade
procedure Performing an Intercluster Upgrade, page B-6. You may experience high CPU (possibly for
several hours) while the Cisco UP Presence Engine attempts to reestablish any presence subscriptions
with remote contacts.
For intercluster presence to work between a Cisco Unified Presence Release 7.0(x) cluster and a
Cisco Unified Presence Release 8.0(x), the proxy service parameter RecordRoute should be enabled.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-4
Appendix B
Upgrading Cisco Unified Presence
How to Perform Intercluster Upgrades
Roster Migration for Intercluster Upgrade
When you turn on the Cisco UP Presence Engine on the local publisher node and the remote publisher
node, Cisco Unified Presence migrates the remote contact information to the local cluster (roster
migration), and reestablishes the presence subscriptions with remote contacts in both the local and
remote cluster.
To allow Cisco Unified Presence to reestablish the presence subscriptions with remote contacts in both
the local and the remote cluster, you must reestablish the intercluster router to router connections (by
restarting the Cisco UP XCP Router) before you turn on the Cisco UP Presence Engine. Until the roster
migration is complete, local users will not see the availability status of remote contacts, and remote
contacts will not see the availability of their contacts belonging to the local cluster.
Note
Cisco Unified Presence does not automatically start the roster migration immediately after you
reestablish the intercluster router to router connections. Therefore, if you do not follow the sequence
described here, and manually turn on the Cisco UP Presence Engine after you restart the Cisco UP XCP
Router, it may take up to one day for Cisco Unified Presence to reestablish the presence subscriptions to
remote contacts in both the local and remote clusters. If this presence subscription interval time (one
day) elapses before Cisco Unified Presence has successfully reestablished presence subscriptions, you
can restart the Cisco UP Presence Engine to reset the interval.
Related Topics
Performing an Intercluster Upgrade, page B-6
Contact List Size for Intercluster Upgrade
If you upgrade from Cisco Unified Presence Release 7.0(x) to Release 8.x, presence subscriptions to
remote contacts will not work for users who have reached their contact list size limit on the local or
remote cluster. The System Troubleshooter in Cisco Unified Presence Administration indicates if there
are users who have reached the contact list limit. To fix this issue, you must increase the maximum
contact list size value.
SIP Remote Contact Limit
Cisco Unified Presence has a maximum limit on the number of SIP remote contacts that can be active at
one time. This maximum value changes based on platform type, see Table B-1.
If you leave an intercluster peer running Release 7.0(x), you may exceed this limit depending on the
number of remote contacts on the 7.0(x) peer clusters. If you exceed the limit, Cisco Unified Presence
will not process the remaining contacts.
Table B-1
SIP Subscription Limits
Platform
Simultaneous SIP Subscriptions
Simultaneous SIP Call-legs
MCS-7825 (100MB
pre-allocation)
45000
5000
MCS-7845 (450MB
pre-allocation)
202500
22500
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-5
Appendix B
Upgrading Cisco Unified Presence
How to Perform Intercluster Upgrades
You can configure the pre-allocated SIP stack memory value on Cisco Unified Presence. Select
Cisco Unified Presence Administration > System > Service Parameters > Cisco UP XCP SIP
Federation Connection Manager, and configure the Pre-allocated SIP stack memory (bytes) value
Performing an Intercluster Upgrade
To perform an intercluster upgrade from Cisco Unified Presence Release 7.0(x) to Release 8.0(x), follow
the intercluster upgrade procedure outlined in this topic. To perform an intercluster upgrade from
Cisco Unified Presence Release 7.0(x) to Release 8.5(x) follow the intercluster upgrade procedure
outlined in this topic, however skip steps 4 and 5, as you no longer need to restart the Cisco UP XCP
Router.
Note
In your intercluster deployment, if Cisco Unified Presence cluster A is running Release 8.0(x), and
cluster B is running Release 8.5(x), when you upgrade cluster A to Release 8.5(x), you do not need to
restart the Cisco UP XCP Router on cluster B.
Before You Begin
Before you perform the software upgrade, turn off the Cisco UP Presence Engine on all nodes in the local
cluster, see Prerequisites for an Intercluster Upgrade, page B-4.
Procedure
Step 1
Perform the software upgrade in the local cluster.
Step 2
Check the status of the intercluster peer connection. If the tomcat certificate is out-of-sync, you need to
manually update the tomcat trust certificate following the procedure we describe in this module.
Step 3
On each node in the upgraded cluster, turn on the XCP services that are applicable to your deployment.
Step 4
Restart the Cisco UP XCP Router on all nodes in the local cluster.
Step 5
Restart the Cisco UP XCP Router on all nodes in any remote cluster that you have already upgraded to
Cisco Unified Presence Release 8.0(x) prior to this upgrade.
When you restart the Cisco UP XCP Router, Cisco Unified Presence establishes the connection between
intercluster router to router connectors in the home and remote clusters.
Step 6
Check the following:
•
Check the status of the intercluster peer connection again. If the intercluster peer status is ok, move
to the next step.
•
Select Cisco Unified Presence > System > Notifications and verify that there are no active
notifications. If there are no active notifications, move to the next step.
Step 7
If the remote cluster has an intercluster peer connection with a Cisco Unified Presence Release 7.0(x)
cluster, or the remote cluster is running interdomain federation over SIP, restart the Cisco UP XCP SIP
Federation Connection Manager service on all nodes in the remote cluster that you have already
upgraded to Cisco Unified Presence Release 8.x. If the remote cluster does not have an intercluster peer
connection with a 7.0(x) cluster, or is not running interdomain federation over SIP, turn off the Cisco UP
XCP SIP Federation Connection Manager.
Step 8
If the local cluster that you upgrade to Cisco Unified Presence Release 8.x has an intercluster peer
connection with a remote Cisco Unified Presence Release 7.0(x) cluster, you must turn on the Cisco UP
XCP SIP Federation Connection Manager service on all nodes in the local cluster.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
B-6
Appendix B
Upgrading Cisco Unified Presence
How to Perform Intercluster Upgrades
Note
If, following this upgrade, all peer clusters in your intercluster deployment are running Cisco Unified
Presence Release 8.x, and no clusters are running interdomain federation over SIP, you can turn off the
Cisco UP XCP SIP Federation Connection Manager service on all clusters.
Step 9
Turn on the Cisco UP Presence Engine on all nodes in the local cluster,
Step 10
Turn on the Cisco UP Presence Engine on all nodes in any remote cluster that you have already upgraded
to Cisco Unified Presence Release 8.x prior to this upgrade.
Note
If you perform an intercluster upgrade from Cisco Unified Presence Release 8.0(x) to Cisco
Unified Presence Release 8.0(x), you must restart the Cisco UP XCP Router on all nodes in both
the local and remote clusters.
Step 11
Verify that the roster migration is complete, see Verifying that the Roster Migration is Complete on
Cisco Unified Presence, page B-7.
Step 12
Request that all Cisco Unified Personal Communicator users in the local and remote cluster sign out, and
sign back in to the application.
Troubleshooting Tips
The Presence Viewer only displays local watchers. Therefore, if you configure an intercluster peer
connection between a Cisco Unified Presence Release 8.0(x) cluster and a Cisco Unified Presence
Release 7.0(x) cluster. when you view the profile of a user on the Presence viewer on Cisco Unified
Presence Release 7.0(x), any Cisco Unified Presence Release 8.0(x) watchers are not displayed.
Similarly, if you view the profile of a user on the Presence Viewer on Cisco Unified Presence Release
8.0(x), any Cisco Unified Presence Release 7.0(x) watchers are not displayed.
Related Topics
•
For information on performing a software upgrade from Cisco Unified OS Administration, see the
Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence at this URL:
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Verifying that the Roster Migration is Complete on Cisco Unified Presence
After you perform the intercluster upgrade, the roster migration process continues on Cisco Unified
Presence for the remote users for a long period. Use this procedure to verify that the roster migration is
complete and the system is ready.
Note
Only perform this procedure after you complete the upgrade procedure, switch Cisco Unified Presence
software versions, and complete the required configuration on Cisco Unified Presence (licensing, feature
configuration and start the required services).
Procedure
Step 1
Run this CLI command to check the roster upgrade queue on all nodes in the Cisco Unified Presence 8.x
local cluster and all nodes in the Cisco Unified Presence 8.x remote clusters
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Appendix B
Upgrading Cisco Unified Presence
If Cisco Unified Presence User Experiences Issues Obtaining Presence Availability After Upgrade
run sql select count(*) from rosterupgradequeue
If the rosterupgradequeue table for all of the local or remote clusters is empty, the roster migration is
complete. If the rosterupgradequeue table for any of the local or remote clusters is not empty, the roster
migration is not complete yet (proceed to step 2).
Step 2
If the rosterupgradequeue is not empty and the entry on rosterupgradequeue has not decreased over time,
then perform the following steps on Cisco Unified Presence:
•
On the publisher node in both the local and remote Cisco Unified Presence 8.x clusters, check that
the maximum contact size limitation is set to zero.
•
On the publisher node in both the local and remote Cisco Unified Presence 8.x clusters, check for
any system notifications.
•
On the publisher node in both the local and remote Cisco Unified Presence 8.0(x) clusters, check
that the correct license file is present.
•
On the publisher node, check that the required services are running, and if they are not, perform
these steps:
– Restart the Cisco UP Intercluster Sync Agent on all nodes in the Cisco Unified Presence 8.0(x)
local cluster and all nodes in the Cisco Unified Presence 8.0(x) remote clusters.
– On the local publisher node, restart the Cisco UP Config Agent service.
Step 3
•
Restart the Cisco UP XCP Router service on all local Cisco Unified Presence nodes and on all
remote Cisco Unified Presence nodes.
•
Restart the Cisco UP Presence Engine service on all local Cisco Unified Presence nodes and on all
remote Cisco Unified Presence nodes.
•
Restart the Cisco UP XCP SIP Federation Connection Manager service on all remote 7.0(x)
Cisco Unified Presence clusters.
It may be necessary to repeat steps 1-2 until the rosterupgradequeue tables are empty on all nodes in the
local Cisco Unified Presence cluster and remote Cisco Unified Presence clusters. However, note that
roster migration is a CPU intensive process, and a process that takes a significant time to complete. The
completion time is dependent on the size of the remote contact and rosters table in your deployment.
Troubleshooting Tips
If you switch the software version from Cisco Unified Presence Release 8.0(x) back to Cisco Unified
Presence Release 7.0(x) on local cluster, make sure that the rosterupgradequeue table is empty on all
nodes in the remote 8.0(x) clusters before you perform an upgrade in local cluster again.
If Cisco Unified Presence User Experiences Issues Obtaining
Presence Availability After Upgrade
Problem After a Cisco Unified Presence server upgrade, when all activated feature services and network
services are started, a Cisco Unified Presence user experiences inconsistent presence. The user can log
in to Cisco Unified Presence but experiences issues obtaining availability information mainly from
SIP-based clients.
Solution This issue is caused when users are provisioned while Cisco Unified Presence is being
upgraded. You must unassign and then reassign the user.
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Appendix B
Upgrading Cisco Unified Presence
Upgrading Release 8.5
Related Topics
Performing an Intercluster Upgrade, page B-6
Upgrading Release 8.5
When upgrading Cisco Unified Communications Manager, Release 8.5, note that the Cisco Unified Communications Manager hostname is case sensitive.
After you have upgraded from Release 8.5, ensure that the entry for the Cisco Unified Communications Manager publisher node in the Cisco Unified Presence Administration > System > CUCM Publisher window, matches the case of the Cisco Unified Communications Manager’s hostname. If not, modify the entry and restart the Cluster Manager service using the command: service clm restart
On Cisco Unified Presence, confirm that the entry for IPSecMasterHost in the /usr/local/platform/conf/platformConfig.xml file, matches the case of the Cisco Unified Communications Manager hostname. If a change is required, manually update this file and restart the Cluster Manager service.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Appendix B
Upgrading Release 8.5
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
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Upgrading Cisco Unified Presence
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