Installation and Upgrade Guide for Cisco
Unified Presence Release 8.0 and 8.5
January 30, 2012
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Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
© 2011 Cisco Systems, Inc. All rights reserved.
CONTENTS
CHAPTER
CHAPTER
1 Preparing to Install Cisco Unified Presence 1-1
About Cisco Unified Presence Installation Prerequisites 1-1
Required Passwords 1-2
Supported Servers 1-3
Bridged Upgrade 1-3
Software Restrictions 1-4
Performing Pre-Installation Tasks 1-4
Getting More Information 1-5
2 Preparing to Install Cisco Unified Presence on a VMware Server 2-1
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server 2-1
VMware Software Requirements 2-1
VMware Hardware Requirements 2-2
Supported OVA Templates 2-2
VMware Feature Support 2-3
VMware License Requirements 2-3
Exceptions for VMware Installations 2-4
How to Install Cisco Unified Presence on a VMware Server 2-4
Installing Cisco Unified Presence on a New VMware Server 2-4
Migrating to Cisco UCS Blade Servers 2-5
How to Run Cisco Unified Presence on ESXi 4.1 2-5
How to Configure the VMware Identity Feature 2-6
Creating the Identity Template 2-6
Deploying the Identify Template on a Virtual Cisco Unified Presence 2-6
Deploying the Identity Template on a Cisco Unified Presence Cluster 2-7
CHAPTER
3 Installing and Configuring Cisco Unified Presence 3-1
How to Install and Configure Cisco Unified Presence 3-2
Starting a Basic Installation 3-2
Configuring the Basic Installation 3-4
Configuring System Time on the Cisco Unified Presence Publisher Server 3-6
Using an Answer File for an Unattended Installation of Cisco Unified Presence 3-7
Uploading Preexisting Installation Data to Cisco Unified Presence 3-9
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
1
Contents
CHAPTER
APPENDIX
APPENDIX
4 Completing Cisco Unified Presence Installation Setup on the Publisher and Subsequent
Servers
4-1
Completing the Installation of the Cisco Unified Presence Publisher Server 4-1
Completing the Installation of Subsequent Cisco Unified Presence Servers 4-4
Post-Installation Checklist 4-6
A Installation Readiness Checklist and Settings A-1
Installation Readiness Checklist A-1
Field Definitions: Installation Readiness Checklist A-5
RAID and BIOS Settings A-9
Accessing Cisco Unified Presence Administration A-9
Accessibility Settings in Cisco Unified Presence Administration A-10
Accessing the Icons in the Window A-10
Accessing the Buttons in the Window A-10
B Upgrading Cisco Unified Presence B-1
How to Upgrade to a Later Release of Cisco Unified Presence Software B-1
Upgrading from a Local Disk B-2
Upgrading from a Remote Server B-2
Retrieving the Remote Patch B-4
How to Perform Intercluster Upgrades B-4
Prerequisites for an Intercluster Upgrade B-4
Roster Migration for Intercluster Upgrade B-5
Contact List Size for Intercluster Upgrade B-5
SIP Remote Contact Limit B-5
Performing an Intercluster Upgrade B-6
Verifying that the Roster Migration is Complete on Cisco Unified Presence B-7
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2
CHAP T E R
1
Preparing to Install Cisco Unified Presence
January 30, 2012
•
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
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:
Password Type Description Troubleshooting Tips
Administrator
Account
Chapter 1 Preparing to Install Cisco Unified Presence
You will need to create an Administrator
user ID and password to sign in to the
following user interfaces:
• Cisco Unified Operating System
Administration interface
• Disaster Recovery System
Administration interface
• Command Line Interface (CLI)
• The Administrator login must
start with an alphabetic
character, be at least six
characters long, and can contain
alphanumeric characters,
hyphens, and underscores.
• If you lose the Administrator
password and cannot access the
system, you can recover the
Administrator password in
Cisco Unified Communications
Operating System
Administration.
• If you need to reset the
Administrator password, use the
CLI. For the required CLI
syntax, see the Installation
Readiness Checklist in the
appendix to this guide.
1-2
Chapter 1 Preparing to Install Cisco Unified Presence
Password Type Description Troubleshooting Tips
Application User
Account
Security Password You will need to obtain the security
About Cisco Unified Presence Installation Prerequisites
You will need to create an Application
User user ID and password to sign in to
the Cisco Unified Presence
Administration interface.
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 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.
• 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
Performing Pre-Installation Tasks
Cisco Unified Presence supports bridged upgrades from any of these discontinued servers:
• MCS-7825-H2-IPC1
• MCS-7825-H2-IPC2
• MCS-7835-H1-IPC1
• MCS-7835-I1-IPC1
• MCS-7845-H1-IPC1
• MCS-7845-I1-IPC1
Note Cisco Unified Presence Release 8.x no longer supports bridged upgrades for the following discontinued
servers:
• MCS-7825-H1-IPC1
• MCS-7825-I1-IPC1
• MCS-7825-I2-IPC1
• MCS-7825-I2-IPC2
Chapter 1 Preparing to Install Cisco Unified Presence
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
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.
Step 2
Ensure that you turn on the Cisco AXL Web Service on
the associated Cisco Unified Communications Manager
server.
Step 3
If you use DNS, ensure that you have configured the host
name of the new Cisco Unified Presence server on the
DNS server and that the DNS server can resolve the host
name of the Cisco Unified Communications Manager
publisher server and of other Cisco Unified Presence
servers (if any).
Getting More Information
You can ping Cisco Unified Communications Manager
from other servers.
Select Tools > Service Activation in Cisco Unified
Serviceability.
Caution We recommend that you use the same DNS
servers between Cisco Unified Presence and
Cisco Unified Communications Manager. If
you use different DNS servers, it is likely to
cause abnormal system behavior. If you are
using the multi-node feature in Cisco Unified
Presence, see the Deployment Guide for DNS
configuration options.
Step 4
After a fresh installation of Cisco Unified Presence, the
system will default to Evaluation mode for 90 days. To be
able to move Cisco Unified Presence to Production mode
(before or after the trial evaluation period ends), you must
first obtain the correct server license file for the new
installation of Cisco Unified Presence. These licenses
covers the Cisco Unified Presence servers and provides
service activation for the Presence Engine and Proxy
services.
Step 5
If you perform an upgrade to Cisco Unified Presence
Release 8.0, obtain a software version (upgrade) license.
This also applies if you perform a bridged upgrade to
Cisco Unified Presence Release 8.0.
Related Topics
• Appendix A “Installation Readiness Checklist.”
• Bridged Upgrade, page 3
• Deployment Guide for Cisco Unified Presence
Getting More Information
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
information about Cisco Unified Presence licensing
requirements, and about obtaining a license.
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
Getting More Information
Chapter 1 Preparing to Install Cisco Unified Presence
Indicates compatible hardware servers and software with your current version of
Cisco Unified Presence.
• Port Usage Information for Cisco Unified Presence
Contains port information for a Cisco Unified Presence release.
• Changing the IP Address and Hostname for Cisco Unified Presence
Provides the steps to change the IP address or host name on a Cisco Unified Presence server.
• Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence
Provides information about software upgrades, and information about the utilities that are available
via the operating system and the command line interface.
• Cisco Unified Presence Deployment Guide
Provides an overview of the configuration process for Cisco Unified Presence and Cisco Unified
Communications Manager, as well as information about integrating Cisco Unified Presence with
Microsoft Live Communications Server, Microsoft Active Directory, and Microsoft Office
Communicator. Also contains specific strategies for a multi-node deployment and Cisco
recommendations for high availability.
• Serviceability Configuration and Maintenance Guide for Cisco Unified Presence
Provides descriptions of Cisco Unified Presence serviceability, as well as step-by-step instructions
for configuring alarms, traces, and other reporting.
• Disaster Recovery System Administration Guide
Describes how to configure the backup settings, how to back up Cisco Unified Presence data, and
how to restore the data.
• For Cisco Unified Communications Manager information, refer to the following URL:
http://cisco.com/en/US/products/sw/voicesw/ps556/tsd_products_support_series_home.html?q=
1-6
CHAP T E R
2
Preparing to Install Cisco Unified Presence on a
VMware Server
January 30, 2012
•
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server, page 1
• How to Install Cisco Unified Presence on a VMware Server, page 4
• How to Run Cisco Unified Presence on ESXi 4.1, page 5
• How to Configure the VMware Identity Feature, page 6
Note 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
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server
Note Make sure that you use ESXi, rather than ESX, to run Cisco Unified Presence on VMware. However, the
blade server can be part of a VMware ESX cluster.
You can upgrade from Cisco Unified Presence Release 7.0(5) or higher to Cisco Unified Presence
Release 8.x on VMware once you use one of the supported VMware specifications described in
Supported OVA Templates, page 2.
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
Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server
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
• Release Notes for Cisco Unified Presence Release 8.x for release specific information.
2-2
Chapter 2 Preparing to Install Cisco Unified Presence on a VMware Server
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
SVmotion No
Snapshots No
Data Recovery Manager No
Fault Tolerance No
Consolidated Backup No
High Availability Yes
Site Recovery Manager Yes
About the Prerequisites to Installing Cisco Unified Presence on a VMware Server
Note Cisco supports powering-down a VM, then
rebooting the VM on a different blade server. This
may be helpful if you want to put a blade server into
maintenance mode.
Identity Yes
Boot from SAN Yes
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
Note All servers associated with this parameter must be
on the same server area network (SAN).
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
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.
How to Run Cisco Unified Presence on ESXi 4.1
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
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
How to Configure the VMware Identity Feature
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.
Procedure
Step 1 Create two identity templates, one for the publisher Cisco Unified Presence node, and one for the
subsequent (subscriber) Cisco Unified Presence node or nodes. Follow the procedure described in this
module for creating an identity template.
Note The subscriber template should be a "skip" install that is ready for configuration.
Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5
2-7
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