Cisco MCS-7825-H1-IPC1 Installation Manual

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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

CONTENTS

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

Contents

CHAPTER

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

CHAP T E R

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.

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

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.

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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

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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

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

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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

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

How to Configure the VMware Identity Feature

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

• Creating the Identity Template, page 6

• Deploying the Identify Template on a Virtual Cisco Unified Presence, page 6

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

2-8

CHAP T E R

Installing and Configuring Cisco Unified Presence

January 30, 2012

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 Only select this option when directed to do so by Cisco Technical

Support.

Note To get help information on any window that displays during the installation, press the Space bar and

select Help (when available).

• How to Install and Configure Cisco Unified Presence, page 2

• Using an Answer File for an Unattended Installation of Cisco Unified Presence, page 7

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

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

3-1

Chapter 3 Installing and Configuring 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 Ye s 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: Action: Result

Pass Select OK to continue the

installation.

Fail Perform the following actions:

a. Download another copy

from Cisco.com or obtain another disk directly from Cisco Systems.

b. Select OK to continue the

installation.

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

After the hardware checks complete, the Product Deployment Selection window displays.

–

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

Drivers not found, do you want to install manually?

Select Ye s 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.

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.

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Chapter 3 Installing and Configuring Cisco Unified Presence

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

a. Select Yes to continue with the installation.

b. Select No to cancel the installation.

Caution Do not select Ye s unless you are certain you want to proceed with the installation. If you select Yes in

the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed. The Proceed with Install window indicates the Cisco Unified Presence software version, if any, on your hard drive and the version on the DVD.

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

If you want to: Action

Install and configure the software at this time

Install the software now and configure it later

How to Install and Configure Cisco Unified Presence

a. Select Proceed.

b. Continue with Step 7.

a. Select Skip.

b. Skip to the procedure that describes how to enter

preexisting installation data. The system will restart.

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

If you want to: Action

Install the software on the DVD without

Select No.

upgrading to a later release

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 Only select this option when directed to do so by

Cisco Technical Support.

Step 8 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

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 Complete the following steps using the up and down arrow keys in the Timezone Configuration window:

a. Select the appropriate time zone for the server.

b. Select OK.

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

If you want to: Action

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

Disable automatic negotiation

Chapter 3 Installing and Configuring Cisco Unified Presence

Select Yes .

Note To use this option, your hub or Ethernet

switch must support 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

Select No.

OS setting

Change the MTU size from the default OS setting Select Ye s.

Note If you need to change this value for

Cisco Unified Presence, you must match it with the value on Cisco Unified Communications Manager. Both values must be identical; otherwise the installation will fail.

3-4

Chapter 3 Installing and Configuring Cisco Unified Presence

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

If you want to: Action

Use DHCP

Set up a static IP address for the server

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

Configuration window:

a. Enter your static network configuration values.

b. Select OK.

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

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

b. Select OK.

How to Install and Configure Cisco Unified Presence

a. Select Yes

b. Continue with Step 7.

a. Select No.

b. Continue with Step 5.

Step 7 Enter your Administrator Login and Password credentials.

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

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

and Country.

b. Select OK to continue.

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

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 If the network does not have DNS, you

must enter an IP address because the hostname will not automatically resolve to an IP address.

c. Select Proceed to continue with the

installation.

Note You can configure up to five NTP servers,

and we recommend that you use at least three. The system contacts an NTP server and automatically sets the time on the hardware clock. If the Test button displays, you can select Test to check whether the NTP servers are accessible.

System time manually

a. Select No.

3-6

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

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:

a. Select Yes .

b. Enter the SMTP location.

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

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

b. Select OK.

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

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

modify the Platform configuration.

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

Step 6 When the installation process completes, you are prompted to sign in with the Administrator user ID and

password.

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

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

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

Chapter 3 Installing and Configuring Cisco Unified Presence

Step 1 Insert the USB key into a USB slot on the Windows XP computer.

Step 2 Perform the following actions:

a. Select Start > Control Panel > Administrative Tools.

b. Double-click Computer Management.

Step 3 Complete the following actions:

a. Expand the Storage tree.

b. Select Disk Management.

Step 4 Right-click the Removable Disk icon.

Step 5 Select Format.

Step 6 Select Ye s 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

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

Upgrade to a later release of the software

Step 4 Select Continue in the Basic Install window.

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

• Start and configure the basic Cisco Unified Presence installation and continue here if you are

installing a subsequent server in your cluster.

• Ensure that you have configured the publisher server on Cisco Unified Presence and the

post-installation deployment wizard has run successfully. As you install subsequent servers, consider the original publisher server that you installed as the "First Node".

4-4

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

Completing the Installation of Subsequent Cisco Unified Presence Servers

• If you are using the multi-node feature in Cisco Unified Presence, and plan to add subsequent

Cisco Unified Presence servers, we recommend that you:

–

Add the subsequent server in the Topology view of the publisher node before you install the subsequent server.

–

Do not assign the subsequent server to a subcluster until after you install it.

Note To configure each subsequent server on the Cisco Unified Presence publisher server, select Cluster >

Top ol og y in Cisco Unified Presence Administration. You can add multiple subsequent servers in one

step in the Topology window. For example, if you are installing a multi-node cluster containing six servers including the publisher server, you can add five subsequent servers to the Cisco Unified Presence system topology simultaneously.

Procedure

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

Step 2 Select No, the default option, to confirm that you want the installation to proceed after the Network

Connectivity Test validating is complete.

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

Step 4 Enter this information in the First Node Access Configuration window:

• Hostname of the Cisco Unified Presence publisher server

• IP address of the Cisco Unified Presence publisher server

• Security password to access the Cisco Unified Presence publisher server

Step 5 Select OK to continue.

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

window:

a. Select Yes .

b. Enter the SMTP location.

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

a. Select OK to start installing the software.

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

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

and password.

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 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

Installation Readiness Checklist and Settings

January 30, 2012

•

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 Tab l e 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).

APPENDIX

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

Can Entry Be Changed After

Configuration Data Your Entry

Administrator Login No

Administrator Password Yes

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

Installation

CLI: set password admin

A-1

Installation Readiness Checklist

Table 1 Configuration Data (continued)

Configuration Data Your Entry

Application User Username Yes

Application User Password Yes

Security password for Cisco Unified Communications Manager publisher

Note The security password

Country Yes

DHCP Yes.

that you set for each Cisco Unified Presence server must be identical to the password used on the Cisco Unified Communications Manager Publisher server.

Appendix A Installation Readiness Checklist and Settings

Can Entry Be Changed After Installation

CLI:

utils reset ui administrator name

CLI:

utils reset ui administrator password

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

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

A-2

• In Cisco Unified OS

Administration: select

Settings > IP > Publisher

• CLI: set network dhcp

DNS Primary Yes

CLI: set network dns

DNS Secondary Yes

CLI: set network dns

Domain Yes

CLI: set network domain

Gateway Address Yes.

• In Cisco Unified

Communications Operating System Administration: select

Settings > IP > Ethernet

• CLI: set network gateway

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

Appendix A Installation Readiness Checklist and Settings

Table 1 Configuration Data (continued)

Configuration Data Your Entry

Host Name

Installation Readiness Checklist

Can Entry Be Changed After Installation

Yes

Note To change the hostname

• In Cisco Unified

on a Cisco Unified Presence server, see

Changing the IP Address and Hostname for Cisco Unified Presence.

IP Address

Note To change the IP address

• CLI: set network IP

Yes

• In Cisco Unified

on a Cisco Unified Presence server, see

Changing the IP Address and Hostname for Cisco Unified Presence.

• CLI: set network IP

IP Subnet Mask Yes

• In Cisco Unified

• CLI: set IP

Cisco Unified Presence Publisher Node Host Name

Note To change the host name

on a Cisco Unified Presence server, see

Changing the IP Address and Hostname for Cisco

Yes

In Cisco Unified Communications Operating System Administration: select

Settings > IP > Publisher

Note This only applies if, for

Unified Presence.

Communications Operating System Administration: select

Settings > IP > Ethernet

Communications Operating System Administration: select

Settings > IP > Ethernet

Communications Operating System Administration: select

Settings > IP > Ethernet

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

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

Location Yes

Master Administrator ID No

MTU Size

on a Cisco Unified Presence server, see

Changing the IP Address and Hostname for Cisco Unified Presence.

Appendix A Installation Readiness Checklist and Settings

Can Entry Be Changed After Installation

Yes

In Cisco Unified Communications Operating System Administration: select

Settings > IP > Publisher

Note This only applies if, for

CLI: set web-security

Yes

Note This value must be the

same as the value entered on the Cisco Unified

CLI: set network mtu

Note If you need to change this

Communications Manager server. Otherwise the installation will fail.

NTP Server IP Address 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

value for Cisco Unified Presence, you must match it with the value on Cisco Unified Communications Manager.

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

A-4

Appendix A Installation Readiness Checklist and Settings

Table 1 Configuration Data (continued)

Configuration Data Your Entry

SMTP Location Yes

State Yes

Time Zone Yes

Unit Yes

Field Definitions: Installation Readiness Checklist

Can Entry Be Changed After Installation

• 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

CLI: set web-security

CLI: set timezone

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

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

Administrator Password Specifies the password for the

Application User Username and Password

DHCP Dynamic Host Configuration

Appendix A Installation Readiness Checklist and Settings

to assign to the Administrator account.

Administrator account.

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

Protocol

Ensure the name is unique; it can contain lowercase, alphanumeric characters, hyphens, and underscores. It must start with a lowercase, alphanumeric character.

You should record this mandatory field value for use when signing in to the CLI on the platform or into the Cisco Unified Communications Operating System Administration.

Note You cannot change this field

after installation.

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

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

Select Yes if you want to use DHCP to automatically configure the network settings on your server.

DNS Enabled A Domain Name System (DNS)

server represents a device that resolves a hostname into an IP address or an IP address into a hostname.

The DNS fields only display when you are not using DHCP.

If you select No, you must enter a hostname, IP Address, IP Mask, Gateway, and DNS configuration.

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.

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

A-6

Appendix A Installation Readiness Checklist and Settings

Table 2 Field Definitions (continued)

Field Description Usage

DNS Primary Cisco Unified Presence contacts

DNS Secondary When a primary DNS server

Domain Represents the name of the

Gateway Address A gateway represents a network

Host Name A host name represents an alias

IP Address Specifies the IP address of this

Field Definitions: Installation Readiness Checklist

this DNS server first when attempting to resolve host names.

fails, Cisco Unified Presence will attempt to connect to the secondary DNS server.

domain in which this machine is located.

point that acts as an entrance to another network. Outbound packets are sent to the gateway that will forward them to their final destination.

that is assigned to an IP address to identify it.

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 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).

Consider this field mandatory if DNS is set to yes.

Enter the IP address of the gateway in the format ddd.ddd.ddd.ddd where ddd can have a value between 0 and 255 (except 0.0.0.0)

If you do not have a gateway, you must still fill in this field by setting it to 255.255.255.255. Not having a gateway may limit you to being able to communicate with devices only on your subnet.

Enter a host name that is unique to your network.

The host name can comprise up to 64 characters and can contain alphanumeric characters and hyphens.

If DHCP is set to no, consider this field mandatory.

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

Field Definitions: Installation Readiness Checklist

Table 2 Field Definitions (continued)

Field Description Usage

IP Mask Specifies the IP subnet mask of

MTU The maximum transmission unit

Appendix A Installation Readiness Checklist and Settings

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

(MTU) represents the largest packet, in bytes, that this host will transmit on the network.

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)

Enter the MTU size in bytes for your network. If you are unsure of the MTU setting for your network, use the default value.

SMTP Location Specifies the name of the SMTP

host that is used for outbound email.

Time zone Reflects the local time zone and

offset from Greenwich Mean Time (GMT)

Related Topics

• Installation Readiness Checklist, page A-1

Default: 1500 bytes

The MTU setting must be the same on all nodes in a cluster.

Enter the hostname or dotted IP address for the SMTP server. For a host, it can contain alphanumeric characters, hyphens, or periods. For a host name, it must start with an alphanumeric character.

You must fill in this field if you plan to use electronic notification. If not, you can leave it blank.

Select Yes if you want to change the time zone.

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

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

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 Tabl e 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)

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

Post F1 prompt: Delayed Post F1 prompt: Delayed

Hyperthreading: Enabled Hyperthreading: Enabled

RAID and BIOS Settings

OS Selection: Not applicable

Table 4 RAID Settings

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

RAID not applicable Logical drives: 1 Logical drives: 2

RAID not applicable

Note For the Cisco 7825H1

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

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

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 Ta b.

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 Ta b.

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

APPENDIX

Upgrading Cisco Unified Presence

January 30, 2012

How to Upgrade to a Later Release of Cisco Unified Presence Software

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

Caution Prior to initiating an upgrade from Cisco Unified Presence Release 8.5(x) and on, you should disable

High-Availability on the Cisco Unified Presence subcluster. If High-Availability is not disabled, the subclusters will failover and a manual failback is required following the upgrade of both nodes in the subcluster. After you have completed the upgrade, High-Availability should be re-enabled. For more information, see the Deployment Guide for Cisco Unified Presence.

Note 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).

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B-1

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

Appendix B Upgrading Cisco Unified Presence

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

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 the Ethernet network interface card (NIC) using automatic negotiation

Disable automatic negotiation

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

How to Upgrade to a Later Release of Cisco Unified Presence Software

Select Yes .

Note To use this option, your hub or Ethernet

switch must support 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.

If you want to: Action

Use Dynamic Host Configuration Protocol (DHCP)

Set up a static IP address for the server and gateway

a. Select Yes .

b. Skip to the procedure that describes how to

a. Select No

b. Perform the following actions in the Static

c. Perform the following actions in the DNS

What To Do Next

Retrieving the Remote Patch, page B-4

retrieve a remote patch.

Network Configuration window:

–

Enter your static network configuration values.

–

Select OK.

Client Configuration window:

–

Select Yes , and enter your DNS client information.

–

Select OK.

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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:

Appendix B Upgrading Cisco Unified Presence

• 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.

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Appendix B Upgrading Cisco Unified Presence

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.

How to Perform Intercluster Upgrades

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)

MCS-7845 (450MB pre-allocation)

45000 5000

202500 22500

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B-5

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.

Appendix B Upgrading Cisco Unified Presence

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.

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Appendix B Upgrading Cisco Unified Presence

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.

How to Perform Intercluster Upgrades

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

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How to Perform Intercluster Upgrades

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.

Appendix B Upgrading Cisco Unified Presence

• 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.

Step 3 It may be necessary to repeat steps 1-2 until the rosterupgradequeue tables are empty on all nodes in the

local Cisco Unified Presence cluster and remote Cisco Unified Presence clusters. However, note that roster migration is a CPU intensive process, and a process that takes a significant time to complete. The completion time is dependent on the size of the remote contact and rosters table in your deployment.

Troubleshooting Tips

If you switch the software version from Cisco Unified Presence Release 8.0(x) back to Cisco Unified Presence Release 7.0(x) on local cluster, make sure that the rosterupgradequeue table is empty on all nodes in the remote 8.0(x) clusters before you perform an upgrade in local cluster again.

Related Topics

Performing an Intercluster Upgrade, page B-6

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

B-8

Cisco MCS-7825-H1-IPC1 Installation Manual

Specifications and Main Features

Frequently Asked Questions

User Manual