Cisco OL-13599-01 User Manual

Installation Guide for Cisco Unity with IBM Lotus Domino (Without Failover)

Release 5.x
Revised May 1, 2008

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Text Part Number: OL-13599-01

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Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

© 2008 Cisco Systems, Inc. All rights reserved.

IMPLIED, INCLUDING, WITHOUT

CONTENTS

Preface vii

Audience and Use vii

Documentation Conventions vii

Cisco Unity Documentation xi

Obtaining Documentation, Obtaining Support, and Security Guidelines xi

CHAPTER

CHAPTER

CHAPTER

1 Overview of Mandatory Tasks for Installing Cisco Unity 1-1

Part 1: Installing and Configuring the Cisco Unity Server 1-1

Part 2: Installing and Configuring a Voice-Recognition Server 1-3

Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data 1-3

Part 4: Setting Up Networking Options (If Applicable) 1-4

Part 5: Customizing the Cisco Unity Conversation 1-5

Part 6: Backing Up Cisco Unity 1-5

Part 7: Training 1-5

2 Preparing for the Installation 2-1

Gathering Documentation and Tools 2-1

Downloading Software for the Installation 2-2

Determining the Locations for Files on the Cisco Unity Server 2-4

Locations for Files on a Platform Overlay 1 or Overlay 2 Server 2-4
Locations for Files on a Platform Overlay 3 Server 2-5

3 Setting Up the Hardware 3-1

CHAPTER

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Installing Voice Cards 3-1

Attaching Peripheral Devices and Making Connections from the Phone System 3-4

4 Installing the Operating System 4-1

Considerations for Installing Windows 4-2

Windows Server 2003 Considerations 4-2
Windows 2000 Server Considerations 4-2
Additional Considerations for Both Windows Versions 4-2

Configuring the RAID Arrays (Selected Installations) 4-3

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iii

Contents

Installing Windows Server 2003 by Using the Cisco Unity Platform Configuration Discs 4-4

Installing Windows 2000 Server by Using the Cisco Unity Platform Configuration Discs 4-6

Installing Windows Server 2003 by Using a Retail Windows Server 2003 Disc 4-8

Installing Windows 2000 Server by Using a Retail Windows Server 2000 Disc 4-9

Creating the Partitions 4-11

Adding 3GB and userva Switches to the Boot.ini File 4-12

CHAPTER

5 Customizing the Cisco Unity Platform 5-1

Configuring a Dual NIC in the Cisco Unity Server 5-2

Installing the NIC-Configuration Utility 5-3
Configuring a Dual NIC 5-4

Obtaining Cisco Unity License Files 5-4

Running the Cisco Unity System Preparation Assistant 5-6

Installing Administration Software for MSDE 2000 and Setting the MSDE System Administrator
Password 5-9

Changing Folder Settings in Windows Explorer 5-10

Installing Microsoft Updates and Cisco Security Agent for Cisco Unity 5-10

Disabling the Found New Hardware Wizard for the Voice Cards 5-11

Installing Antivirus Software (Optional) 5-12

Connecting the Cisco Unity Server to the Network 5-12

Configuring TCP/IP Properties 5-12

Verifying the IP Address and the Network Connection 5-13

Disabling Antivirus and Cisco Security Agent Services 5-14

Installing Active Directory or Adding the Cisco Unity Server to an Existing Domain 5-15

Active Directory 5-15
Existing Domain 5-16

CHAPTER

CHAPTER

iv

6 Setting Up Domino and Installing Lotus Notes 6-1

Preparing the Domino Server(s) for Cisco Unity 6-1

Installing and Configuring Lotus Notes on the Cisco Unity Server 6-4

7 Creating Accounts for the Installation and Granting Permissions 7-1

About the Accounts Required for the Cisco Unity Installation 7-1

The Account Used to Install Cisco Unity 7-2
The Account Used to Access the Cisco Unity Administrator 7-2
The Accounts That Cisco Unity Services Log On As 7-2

Creating the Accounts Required for the Cisco Unity Installation 7-2

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Adding the Cisco Unity Administration Account to an Admins Group 7-3

Granting Permissions with the Cisco Unity Permissions Wizard 7-4

Contents

CHAPTER

8 Installing and Configuring Cisco Unity Software 8-1

Determining Whether to Set Up Cisco Unity to Use SSL 8-2

Installing the Microsoft Certificate Services Component 8-2

Installing and Configuring Cisco Unity Software 8-3

Starting the Cisco Unity Installation and Configuration Assistant and Installing Cisco Unity
Software 8-3

Installing License Files 8-6
Configuring Services 8-7
Configuring Cisco Unity for the Message Store 8-7
Setting New Default Passwords 8-8
Integrating the Phone System with Cisco Unity 8-8
Setting Up the Cisco Personal Communications Assistant to Use SSL 8-9

Testing the Phone System Integration 8-14

Excluding Selected Directories from Virus Scanning 8-14

Deleting Apache Tomcat Sample Directories 8-14

Setting Up the Cisco Unity Administrator and Status Monitor to Use SSL 8-15

Configuring Internet Explorer to Display the Cisco Unity Administrator Correctly (Windows Server 2003
Only) 8-17

CHAPTER

CHAPTER

Securing the Example Administrator Account Against Toll Fraud 8-18

Moving the Data Store Databases and Transaction Logs 8-19

Installing the Latest Microsoft Service Packs and Updates 8-21

Re-enabling Virus-Scanning and Cisco Security Agent Services 8-22

Enabling the Unity Messaging Repository Conversation 8-22

Securing Cisco Unity and the Cisco Unity Server 8-23

9 Installing Optional Software 9-1

Installing Monitoring Software 9-1

Installing RSA SecurID 9-1

Installing Other Optional Software 9-2

10 Setting Up Authentication for the Cisco Unity Administrator 10-1

Determining the Authentication Method to Use for the Cisco Unity Administrator 10-1

Authentication Methods Available for the Cisco Unity Administrator 10-2
How Integrated Windows Authentication Works with the Cisco Unity Administrator 10-3

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Contents

How Anonymous Authentication Works with the Cisco Unity Administrator 10-4

Configuring IIS So That the Cisco Unity Administrator and Status Monitor Use Anonymous
Authentication 10-6

APPENDIX

APPENDIX

APPENDIX

A Voice Cards and PIMG Units A-1

Intel Dialogic D/41EPCI, D/41JCT-LS, and D/41JCT-Euro A-1

Hardware Settings A-2

Intel Dialogic D/120JCT-LS and D/120JCT-Euro A-4

Hardware Settings A-6
Software Settings A-7

Intel Dialogic D/240PCI-T1 A-8

Hardware Settings A-9
Software Settings A-10

Intel NetStructure PBX-IP Media Gateway (PIMG) A-11

Software Settings A-12

B Exiting and Starting the Cisco Unity Software and Server B-1

Exiting the Cisco Unity Software B-1

Shutting Down or Restarting the Cisco Unity Server B-3

Starting the Cisco Unity Software B-3

C Installing and Configuring a Voice-Recognition Server C-1

I

NDEX

vi

Creating the Partition C-2

Installing the Required Windows Server 2003 Service Pack and Updates, and Cisco Security Agent for
Cisco Unity C-3

Adding the Voice-Recognition Server to a Domain (Optional) C-4

Installing Cisco Unity Voice-Recognition Software C-5

Configuring Voice-Recognition Software C-5

Excluding Selected Directories from Virus Scanning C-6

Installing the Latest Windows Server 2003 Service Pack and Updates C-7

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Preface

This preface contains the following sections:

• Audience and Use, page vii

• Documentation Conventions, page vii

• Cisco Unity Documentation, page xi

• Obtaining Documentation, Obtaining Support, and Security Guidelines, page xi

Audience and Use

The Cisco Unity installation guide is intended for installers of a Cisco Unity system. You need a working
knowledge of IBM Lotus Domino and Microsoft Windows
version you plan to install on the Cisco

Documentation Conventions

2003 or Windows 2000, depending on the

Unity server.

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Ta b l e 1 Cisco Unity installation guide Conventions

Convention Description

boldfaced text Boldfaced text is used for:

• Key and button names. (Example: Click OK.)

• Information that you enter. (Example: Enter Administrator in the User

Name box.)

< >

(angle brackets)

-

(hyphen)

>

(right angle
bracket)

Angle brackets are used around parameters for which you supply a value.
(Example: In the Command Prompt window, enter ping <IP address>.)

Hyphens separate keys that must be pressed simultaneously. (Example: Press

Ctrl-Alt-Delete.)

A right angle bracket is used to separate selections that you make:

• On menus. (Example: On the Windows Start menu, click Settings > Control

Panel

> Phone and Modem Options.)

• In the navigation bar of the Cisco Unity Administrator. (Example: Go to the

System

Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

> Configuration > Settings page.)

vii

Preface

The Cisco Unity installation guide also uses the following conventions:

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

the document.

Caution Means reader be careful. In this situation, you might do something that could result in equipment

damage or loss of data.

Warning

Waarschuwing

Varoitus

IMPORTANT SAFETY INSTRUCTIONS

This warning symbol means danger. You are in a situation that could cause bodily injury. Before you
work on any equipment, be aware of the hazards involved with electrical circuitry and be familiar
with standard practices for preventing accidents. Use the statement number provided at the end of
each warning to locate its translation in the translated safety warnings that accompanied this
device.

Statement 1071

SAVE THESE INSTRUCTIONS

BELANGRIJKE VEILIGHEIDSINSTRUCTIES

Dit waarschuwingssymbool betekent gevaar. U verkeert in een situatie die lichamelijk letsel kan
veroorzaken. Voordat u aan enige apparatuur gaat werken, dient u zich bewust te zijn van de bij
elektrische schakelingen betrokken risico's en dient u op de hoogte te zijn van de standaard
praktijken om ongelukken te voorkomen. Gebruik het nummer van de verklaring onderaan de
waarschuwing als u een vertaling van de waarschuwing die bij het apparaat wordt geleverd, wilt
raadplegen.

BEWAAR DEZE INSTRUCTIES

TÄRKEITÄ TURVALLISUUSOHJEITA

Tämä varoitusmerkki merkitsee vaaraa. Tilanne voi aiheuttaa ruumiillisia vammoja. Ennen kuin
käsittelet laitteistoa, huomioi sähköpiirien käsittelemiseen liittyvät riskit ja tutustu
onnettomuuksien yleisiin ehkäisytapoihin. Turvallisuusvaroitusten käännökset löytyvät laitteen
mukana toimitettujen käännettyjen turvallisuusvaroitusten joukosta varoitusten lopussa näkyvien
lausuntonumeroiden avulla.

viii

SÄILYTÄ NÄMÄ OHJEET

Attention

IMPORTANTES INFORMATIONS DE SÉCURITÉ

Ce symbole d'avertissement indique un danger. Vous vous trouvez dans une situation pouvant
entraîner des blessures ou des dommages corporels. Avant de travailler sur un équipement, soyez
conscient des dangers liés aux circuits électriques et familiarisez-vous avec les procédures
couramment utilisées pour éviter les accidents. Pour prendre connaissance des traductions des
avertissements figurant dans les consignes de sécurité traduites qui accompagnent cet appareil,
référez-vous au numéro de l'instruction situé à la fin de chaque avertissement.

CONSERVEZ CES INFORMATIONS

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Preface

Warnung

Avvertenza

Advarsel

WICHTIGE SICHERHEITSHINWEISE

Dieses Warnsymbol bedeutet Gefahr. Sie befinden sich in einer Situation, die zu Verletzungen führen
kann. Machen Sie sich vor der Arbeit mit Geräten mit den Gefahren elektrischer Schaltungen und
den üblichen Verfahren zur Vorbeugung vor Unfällen vertraut. Suchen Sie mit der am Ende jeder
Warnung angegebenen Anweisungsnummer nach der jeweiligen Übersetzung in den übersetzten
Sicherheitshinweisen, die zusammen mit diesem Gerät ausgeliefert wurden.

BEWAHREN SIE DIESE HINWEISE GUT AUF.

IMPORTANTI ISTRUZIONI SULLA SICUREZZA

Questo simbolo di avvertenza indica un pericolo. La situazione potrebbe causare infortuni alle
persone. Prima di intervenire su qualsiasi apparecchiatura, occorre essere al corrente dei pericoli
relativi ai circuiti elettrici e conoscere le procedure standard per la prevenzione di incidenti.
Utilizzare il numero di istruzione presente alla fine di ciascuna avvertenza per individuare le
traduzioni delle avvertenze riportate in questo documento.

CONSERVARE QUESTE ISTRUZIONI

VIKTIGE SIKKERHETSINSTRUKSJONER

Dette advarselssymbolet betyr fare. Du er i en situasjon som kan føre til skade på person. Før du
begynner å arbeide med noe av utstyret, må du være oppmerksom på farene forbundet med
elektriske kretser, og kjenne til standardprosedyrer for å forhindre ulykker. Bruk nummeret i slutten
av hver advarsel for å finne oversettelsen i de oversatte sikkerhetsadvarslene som fulgte med denne
enheten.

Aviso

¡Advertencia!

TA VARE PÅ DISSE INSTRUKSJONENE

INSTRUÇÕES IMPORTANTES DE SEGURANÇA

Este símbolo de aviso significa perigo. Você está em uma situação que poderá ser causadora de
lesões corporais. Antes de iniciar a utilização de qualquer equipamento, tenha conhecimento dos
perigos envolvidos no manuseio de circuitos elétricos e familiarize-se com as práticas habituais de
prevenção de acidentes. Utilize o número da instrução fornecido ao final de cada aviso para
localizar sua tradução nos avisos de segurança traduzidos que acompanham este dispositivo.

GUARDE ESTAS INSTRUÇÕES

INSTRUCCIONES IMPORTANTES DE SEGURIDAD

Este símbolo de aviso indica peligro. Existe riesgo para su integridad física. Antes de manipular
cualquier equipo, considere los riesgos de la corriente eléctrica y familiarícese con los
procedimientos estándar de prevención de accidentes. Al final de cada advertencia encontrará el
número que le ayudará a encontrar el texto traducido en el apartado de traducciones que acompaña
a este dispositivo.

GUARDE ESTAS INSTRUCCIONES

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ix

Preface

Varning!

VIKTIGA SÄKERHETSANVISNINGAR

Denna varningssignal signalerar fara. Du befinner dig i en situation som kan leda till personskada.
Innan du utför arbete på någon utrustning måste du vara medveten om farorna med elkretsar och
känna till vanliga förfaranden för att förebygga olyckor. Använd det nummer som finns i slutet av
varje varning för att hitta dess översättning i de översatta säkerhetsvarningar som medföljer denna
anordning.

SPARA DESSA ANVISNINGAR

Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

x

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Preface

Cisco Unity Documentation

For descriptions and URLs of Cisco Unity documentation on Cisco.com, refer to the Documentation
Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_documentation_roadmaps_list.ht
ml.

Unity. The document is shipped with Cisco Unity and is available at

Obtaining Documentation, Obtaining Support, and Security
Guidelines

For information on obtaining documentation, obtaining support, providing documentation feedback,
security guidelines, and also recommended aliases and general Cisco

What’s

New in Cisco Product Documentation, which also lists all new and revised Cisco technical

documentation, at:

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

documents, see the monthly

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Preface

xii

Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

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CHA PTER

1

Overview of Mandatory Tasks for Installing Cisco Unity

Note If you are upgrading Cisco Unity, refer instead to the Reconfiguration and Upgrade Guide for

Cisco Unity for upgrade instructions.

Use the following high-level task list to install the Cisco Unity system correctly. The tasks reference
detailed instructions in the Cisco
noted. Follow the documentation for a successful installation.

The task list leads you through the complete installation of the Cisco Unity system—from installing and
configuring the Cisco
management data; to setting up optional features, such as networking; to backing up Cisco

Note Cisco assumes that the Domino environment is already set up and working before the Cisco Unity

system is installed.

Unity server; to populating the Cisco Unity system with subscriber and call

Unity installation guide, and in other Cisco Unity documentation as

Unity.

The list is divided into seven parts. Some of the tasks apply only to specific situations, and are noted as
such. If a task does not apply to your situation, skip it.

Part 1: Installing and Configuring the Cisco Unity Server

The tasks in Part 1 reference chapters in the Cisco Unity installation guide, unless otherwise noted.

1. Confirm that you are using the correct version of the Cisco Unity installation guide for your

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configuration. This version of the guide is for Cisco
Domino (without Cisco
guides, refer to the document Use the Installation Guide That Matches the Cisco
Configuration at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

2. Verify the following requirements:
a. System requirements for the Cisco Unity 5.x system. Refer to the applicable version of System

Requirements for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

Unity failover). For a list of configurations and applicable installation

Unity at

Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

Unity 5.0(1) and later Unified Messaging with

Unity 5.x

1-1

Part 1: Installing and Configuring the Cisco Unity Server

b. Requirements for integrating the phone system(s). Refer to the “Requirements” section of the

applicable Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configur
ation_guides_list.html.

c. If the system is using Cisco Unity Bridge Networking: Requirements for the Bridge. Refer to the

applicable version of System Requirements, and Supported Hardware and Software for

Cisco

Unity Bridge at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

d. If the system is using any Cisco Unity networking option (including the Bridge): Requirements

for the networking option. Refer to Networking Options Requirements for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

3. Gather the documentation and tools for the installation, download the latest Cisco Unity Server

Updates wizard and other software, and determine the drive locations for application, log, and
database files that you will need later in the installation. See

Installation.”

4. Set up or program the phone system(s) and extensions to enable the integration(s) with Cisco Unity.

Refer to the “Programming the <Name> Phone System” section of the applicable Cisco
integration guide(s) at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuratio
n_guides_list.html.

Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity

Unity integration guide(s) at

Unity at

Chapter 2, “Preparing for the

Unity

5. Install voice cards in the Cisco Unity server or an expansion chassis; set up the server and attach

peripheral devices, if applicable; and make connections from the phone system. See

Chapter 3,

“Setting Up the Hardware.”

6. Configure the RAID arrays, if applicable, install Windows Server 2003 or Windows 2000 Server,

and create the partitions, if applicable. See

7. Obtain Cisco Unity license files, and use the Cisco Unity System Preparation Assistant to configure

Chapter 4, “Installing the Operating System.”

the operating system and install required software components. Then set up the server in the
Windows networking environment. See

8. Prepare the Domino server for Cisco Unity, and install and configure Lotus Notes on the

Cisco

Unity server. See Chapter 6, “Setting Up Domino and Installing Lotus Notes.”

9. Create the accounts required for the Cisco Unity installation, and set rights and permissions. See

Chapter 5, “Customizing the Cisco Unity Platform.”

Chapter 7, “Creating Accounts for the Installation and Granting Permissions.”

10. Decide whether to set up Cisco Unity to use SSL and install the Microsoft Certificate Services

component, if applicable, then use the Cisco
and configure Cisco

Unity software, and to set up the Cisco Personal Communications Assistant to

use SSL, if applicable. You also set up the Cisco

Unity Installation and Configuration Assistant to install

Unity Administrator and the Status Monitor to use
SSL, if applicable, then secure the Example Administrator account against toll fraud, and move SQL
Server or MSDE database files and transaction logs, if applicable. See

Chapter 8, “Installing and

Configuring Cisco Unity Software.”

11. Install any optional software. See Chapter 9, “Installing Optional Software.”

12. Determine the authentication method that you want to use for the Cisco Unity Administrator web

application, and configure IIS, as applicable. See

Chapter 10, “Setting Up Authentication for the

Cisco Unity Administrator.”

13. Store all of the software that was shipped with Cisco Unity together in a location that is safe and can

be readily accessed. You may need the discs later to upgrade or to otherwise modify the Cisco
system, or Cisco

TAC may require you to access them during a service call.

Unity

1-2

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Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity

Part 2: Installing and Configuring a Voice-Recognition Server

Part 2: Installing and Configuring a Voice-Recognition Server

14. Install and configure a voice-recognition server, if applicable. See Appendix C, “Installing and

Configuring a Voice-Recognition Server.”

Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data

You do most of the tasks in Part 3 by using the Cisco Unity Administrator. (For information on logging
on to the Cisco
Administrator” chapter of the System Administration Guide for Cisco

The tasks reference chapters in the System Administration Guide for Cisco Unity Release 5.x that contain
detailed information; the guide is available at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

15. Define system schedules:
a. Identify standard business hours.

Unity Administrator and on using it, refer to the “Accessing and Using the Cisco Unity

Unity.)

b. Identify closed and weekend hours.
c. Create custom schedules, if necessary.
d. Identify holidays.

Refer to the “Creating and Modifying Schedules” and “Identifying Days as Holidays” sections in
the “Call Management Overview” chapter.

16. Set up phone, GUI, and TTS languages (including TTY, if applicable). Refer to the “Managing

Languages” chapter.

17. Set up third-party fax, if applicable.

18. Create a call management plan. Refer to the “Creating and Implementing a Call Management Plan”

section in the “Call Management Overview” chapter.

19. Prepare to create regular subscriber accounts. Refer to the “Issues to Consider Before Creating

Regular Subscriber Accounts” section in the “Managing Subscriber Accounts” chapter.

a. Confirm that you have the necessary permissions for creating subscriber accounts and that

Cisco

Unity is configured properly to work with the message store.

b. Confirm that you have the applicable licenses.
c. Determine password and account lockout policy for Cisco Unity phone access.
d. Determine logon, password, and account lockout policy for Cisco Unity web access.
e. Decide whether to set up enhanced phone security.

f. Review, change, and create classes of service.

g. Create restriction tables, and assign them to the appropriate class(es) of service.

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h. Create public distribution lists.

i. Review, create, and modify subscriber templates. Secure phone passwords.
j. Confirm that the address book(s) listed on the System > Configuration > Subscriber Address

Books page in the Cisco
you create subscriber accounts.

Installation Guide for Cisco Unity Release 5.x with IBM Lotus Domino (Without Failover)

Unity Administrator contain the user data that you want to import when

1-3

Part 4: Setting Up Networking Options (If Applicable)

20. Test the system configuration:
a. Add a single subscriber (refer to the “Managing Subscriber Accounts” chapter). After you

create the subscriber account, the Domino server needs additional time to enable IBM Lotus
Domino Unified Communications (DUC) for Cisco for the user. Wait several minutes before
proceeding with Task

b. Use the phone to log on to Cisco Unity as the test subscriber, record a name, and set a phone

password. Hang up.

c. Call Cisco Unity and log on as the test subscriber again to confirm that the password, greeting,

and conversation specified for the subscriber are working properly. Confirm that the subscriber
inherited the correct class of service by testing any applicable features by phone. (If the
Cisco

Unity conversation indicates that messages are not yet available, it may be that the
Domino server has not finished enabling the subscriber account to use DUC for Cisco. Wait a
few more minutes, and try again.)

d. Log on to the Cisco Personal Communications Assistant (PCA) as the test subscriber. If you

gave the test subscriber the required class of service rights, test to see if you can browse from
the Cisco

e. Make corrections to the system configuration as necessary.

PCA Welcome page to the Cisco Unity Assistant.

Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity

b.

21. Create subscriber accounts. Refer to the “Managing Subscriber Accounts” chapter.

22. Modify individual subscriber accounts as needed. Refer to the “Modifying Subscriber Accounts”

section in the “Managing Subscriber Accounts” chapter.

23. Add individual subscribers to public distribution lists, as needed. (For example, assign subscribers

to screen those messages left in Cisco

Unity that are not associated with a specific recipient, such
as those left to the Unaddressed Messages distribution list or for the Opening Greeting call handler.)
Refer to the “About Message Handling” section in the “Messaging and Default Accounts Overview”
chapter.

24. Implement, then test the call management plan you created in Task 18.:
a. Create call handlers. Refer to the “Managing Call Handlers” chapter.
b. Specify directory handler settings. Refer to the “Managing Directory Handlers” chapter.
c. Create interview handlers. Refer to the “Managing Interview Handlers” chapter.
d. Set up call routing. Refer to the “Creating and Modifying Call Routing Rules” section in the

“Call Management Overview” chapter.

25. As applicable, set up subscriber phones to access Cisco Unity, and set up Cisco Unity features that

subscribers will use, such as IBM Lotus Notes with DUC for Cisco, text-message notifications, and
Message Monitor. Refer to the “Setting Up Subscriber Workstations” chapter.

Part 4: Setting Up Networking Options (If Applicable)

1-4

26. If the system is using Digital Networking: Set up Digital Networking. Refer to the “Digital

Networking” chapter of the Networking Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

27. If the system is using Internet Subscribers: Set up Internet subscribers. Refer to the “Internet

Subscribers” chapter of the Networking Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

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Unity Release 5.x at

Unity Release 5.x at

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Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity

Part 5: Customizing the Cisco Unity Conversation

28. If the system is using AMIS Networking: Set up AMIS Networking. Refer to the “AMIS Networking”

chapter of the Networking Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

29. If the system is using VPIM Networking: Set up VPIM Networking. Refer to the “VPIM

Networking” chapter of the Networking Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

30. If the system is using Bridge Networking: Install the Cisco Unity Bridge server. Refer to the

“Overview of Mandatory Tasks for Installing the Cisco

Installation Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

31. If the system is using Bridge Networking: Set up Cisco Unity and the Bridge for networking. Refer

to the “Setting Up Cisco

Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guides_list.html.

Unity Bridge at

Unity Bridge at

Unity and the Bridge for Networking” chapter of the applicable Networking

Unity Release 5.x at

Unity Release 5.x at

Unity Bridge” chapter of the applicable

Part 5: Customizing the Cisco Unity Conversation

32. When callers access Cisco Unity by phone, they hear a set of prerecorded instructions and options

known as the Cisco
customize the conversations that subscribers and unidentified callers hear in several ways.

For example, you may want to change how Cisco Unity handles messages that are interrupted by
disconnected calls, specify that Cisco
when they send messages, offer “Easy” Sign-In and system transfers, or specify that Cisco
plays additional caller information when subscribers play messages.

You may also want to set up the Cisco Unity Greetings Administrator or the Cisco Unity Broadcast
Message Administrator for system administrators to use.

Refer to the “Cisco Unity Conversation Overview” chapter of the System Administration Guide for

Cisco

Unity Release 5.x at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html for

details on these and other conversation customizations.

Unity conversation (also know as the TUI, or telephone user interface). You can

Part 6: Backing Up Cisco Unity

33. Back up Cisco Unity. Refer to the “About Backing Up a Cisco Unity System” chapter of the

Maintenance Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

Unity Release 5.x at

Unity prompts subscribers to record first and then address

Unity

Part 7: Training

34. Train subscribers, operators, and support desk personnel to use Cisco Unity. Refer to the

“Subscriber Orientation” chapter of the System Administration Guide for Cisco

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_maintenance_guides_list.html.

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CHA PTER

2

Preparing for the Installation

In this chapter, you do the following tasks in the order listed:

1. Gather the documentation and tools needed for the installation. See the “Gathering Documentation

and Tools” section on page 2-1.

2. Download the software needed for the installation. See the “Downloading Software for the

Installation” section on page 2-2.

3. Determine and record the file locations for application, log, and database files on the Cisco Unity

system. See the

page 2-4.

When you are finished with this chapter, return to Chapter 1, “Overview of Mandatory Tasks for

Installing Cisco Unity” to continue installing the Cisco Unity system correctly:

Note The tasks in the list reference detailed instructions in the Cisco Unity installation guide and in other

Cisco Unity documentation. Follow the documentation for a successful installation.

“Determining the Locations for Files on the Cisco Unity Server” section on

Gathering Documentation and Tools

You need the following items during the installation and configuration of the Cisco Unity system:

• Access to the following Cisco Unity documentation.

–

Release notes for the applicable version of Cisco Unity.

–

Release notes for the applicable version of Cisco Security Agent for Cisco Unity, if applicable.

–

The correct version of the Cisco Unity installation guide for your configuration. (Refer to the
document Use the Installation Guide That Matches the Cisco Unity 5.x Configuration at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

)

–

The Documentation Addendum for Cisco Unity for the applicable version of Cisco Unity (for
versions 5.1 and later).

–

Specifications for the server on which you are installing Cisco Unity. (Refer to the Cisco Unity
Supported Platforms List at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_data_sheets_list.html.)

–

The Cisco Unity integration guide(s) for your phone system(s).

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Downloading Software for the Installation

–

If you are integrating Cisco Unity with Cisco Unified Communications Manager (CM)
(formerly known as Cisco Unified CallManager), release notes for the applicable version of the
Cisco

Unity-CM TSP.

–

The System Administration Guide for Cisco Unity.

–

If you are setting up Cisco Unity Digital Networking, AMIS or VPIM networking, or Internet
subscribers, the Networking Guide for Cisco

–

If you are setting up Bridge Networking, release notes for the applicable version of the
Cisco

Unity Bridge, the Installation Guide for Cisco Unity Bridge, and the Networking Guide

for Cisco

for Cisco

Unity Bridge. Also, release notes for the applicable version of Cisco Security Agent
Unity Bridge, if applicable.

Unity.

Cisco Unity documentation is available at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/tsd_products_support_series_home.htm
l.

• Two test phones.

Downloading Software for the Installation

Chapter 2 Preparing for the Installation

Revised May 1, 2008

This section lists the software needed to install Cisco Unity. If your Cisco Unity DVDs are an earlier
version than the currently shipping version, download all of the software listed in this section.

Note the following considerations:

• The downloads may total several GB. Use a computer with a high-speed Internet connection, and

confirm that the computer has sufficient disk space or has access to a network drive with sufficient
disk space.

• Most downloads are self-extracting executable files. When downloads are complete, extract the

updates and burn DVDs that contain the extracted files. Then delete the downloaded .exe files to free
disk space.

For detailed instructions on downloading software and burning DVDs, refer to the “Installation and
Upgrade Information” section of the applicable release notes, available at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_release_notes_list.html.

Caution Until you have installed all of the recommended service packs and updates, and, optionally,

Cisco Security Agent for Cisco
on the Cisco
Cisco

Unity server have significant security vulnerabilities. Do not connect the

Unity server to the network to install software. Instead, burn DVDs that contain the

Unity and antivirus software, third-party components installed

downloaded software, and install the software from the DVDs.

• The Cisco Unity documentation instructs you when to install the software you download.

Note To access the software download page, you must be logged on to Cisco.com as a registered user.

Download the following software for all installations. Even if you have Cisco Unity DVDs for the
currently shipping version, we recommend that you download the software, some of which may have
been released or updated after the discs were produced.

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Cisco Unity Software

Disc images for the currently shipping Cisco Unity version, including:

• The Cisco Unity installation disc.

• The discs for Cisco Unity languages that you want to install on the server (other that U.S. English,

which is automatically installed on all systems).

• The applicable Cisco Unity Service Pack discs for the version of Cisco Unity that you are installing.

You always need Service Pack disc

Before you install Cisco Unity, you must install the Microsoft service packs that were required for
that version of Cisco
that were qualified for use with Cisco

Refer to the “Downloading Software for Cisco Unity <Version>” section of the applicable Release Notes

for Cisco

Unity at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_release_notes_list.html.

Updated PBXLink or PIMG Firmware

If the phone system integration includes PBXLink boxes or PIMG units, updated PBXLink or PIMG
firmware. For instructions on downloading updated firmware, refer to the “Setting Up the PBXLink
Box” section or the “Setting up the PIMG Units” section in the applicable Cisco
Integration guides are available at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_g
uides_list.html.

Downloading Software for the Installation

1, which contains the Cisco Unity System Preparation Assistant.

Unity. After you install Cisco Unity, you can install any later service packs

Unity.

Unity integration guide.

Latest Microsoft Service Packs and Cisco Unity Server Updates Wizard

Download the following software:

• For the Microsoft software that you are installing on the Cisco Unity server, the latest service packs

recommended for use with Cisco
Any service packs that are qualified for use with Cisco

Unity, if later than the service packs shipped with Cisco Unity.

Unity after the most recent Cisco Unity
release are available on the Microsoft Updates Software Download page at

http://www.cisco.com/cgi-bin/tablebuild.pl/unity_msft_updates. Also download or print the

installation instructions.

For a list of the service packs that are recommended, refer to the section “Recommended Service
Packs—Cisco Unity Server” in the System Requirements for Cisco
Cisco

Unity, at

Unity for your version of

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

• The latest Cisco Unity Server Updates Wizard, which automatically installs the latest Microsoft

updates for Windows and for SQL Server or MSDE that are recommended for use with Cisco
and, optionally, the latest version of the Cisco Security Agent for Cisco
Microsoft Updates for Cisco

Unity Software Download page at

Unity. Available on the

Unity

http://www.cisco.com/cgi-bin/tablebuild.pl/unity_msft_updates.

For information on the Microsoft updates and the version of Cisco Security Agent for Cisco Unity
that are installed by the Server Updates Wizard, refer to Software Installed by the Cisco

Unity Server

Updates Wizard at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_installation_guides_list.html.

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Chapter 2 Preparing for the Installation

Determining the Locations for Files on the Cisco Unity Server

Determining the Locations for Files on the Cisco Unity Server

The platform overlay and RAID configuration of the Cisco Unity server determines the choices you
make later in the Cisco

• How you manually configure partitions if you are installing Windows using a retail Windows disc.

(If you install Windows using the Cisco
configured automatically.)

• Where you choose to install applications, logs, and database files.

Using the applicable section, make note of the locations for files on the Cisco Unity server that you are
installing:

• Locations for Files on a Platform Overlay 1 or Overlay 2 Server, page 2-4

• Locations for Files on a Platform Overlay 3 Server, page 2-5

Following these recommendations will:

• Maximize performance, data integrity, and reliability for Cisco Unity, and SQL Server or MSDE

transaction logs.

• Maximize performance, data storage, and access capacity for Cisco Unity data.

Unity installation guide, including:

Unity Platform Configuration discs, partitions are

For information on the platform overlay, RAID configuration, maximum number of Cisco Unity
subscribers, and other specifications for the server on which you are installing Cisco

Cisco

Unity Supported Platforms List at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_data_sheets_list.html.

The Cisco Unity installation guide alerts you when to refer to the file locations later in the installation
process.

Locations for Files on a Platform Overlay 1 or Overlay 2 Server

Table 2-1 lists the file locations for Cisco Unity Platform Overlay 1 servers.

Note Except for the system partition, drive C:, different letters may be used to label the partitions.

Ta b l e 2-1 Locations for Files on a Platform Overlay 1 or Overlay 2 Server

Partition Files

C • Operating system

• Pagefile

• For systems up to 32 ports: MSDE 2000 program files (The default partition for

MSDE

2000 program files is drive C: and cannot be changed.)

D • SQL Server 2000 or MSDE 2000 databases

Unity, refer to the

2-4

• SQL Server 2000 or MSDE 2000 transaction logs

• Unity Message Repository (UMR)

• Program files, including Cisco Unity and Notes and, for systems over 32 ports,

SQL

Server 2000

• Cisco Unity trace logs

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Determining the Locations for Files on the Cisco Unity Server

Locations for Files on a Platform Overlay 3 Server

Table 2-2 lists the locations for Cisco Unity Platform Overlay 3 servers.

Note Except for the system partition, drive C:, different letters may be used to label the partitions.

Ta b l e 2-2 Locations for Files on a Platform Overlay 3 Server

Disk
Array

First C • Operating system

First D • Program files, including Cisco Unity and SQL Server 2000

Second E • SQL Server 2000 databases

Partition Files

• Pagefile

• Cisco Unity trace logs

• SQL Server transaction logs

• Unity Message Repository (UMR)

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3

Setting Up the Hardware

In this chapter, you do the following tasks in the order listed:

1. If the Cisco Unity system is using voice cards to integrate with a circuit-switched phone system:

Install voice cards. See the

2. Set up the Cisco Unity server. See the “Attaching Peripheral Devices and Making Connections from

the Phone System” section on page 3-4.

When you are finished with this chapter, return to Chapter 1, “Overview of Mandatory Tasks for

Installing Cisco Unity,” to continue installing the Cisco Unity system correctly.

Note The tasks in the list reference detailed instructions in the Cisco Unity installation guide and in other

Cisco Unity documentation. Follow the documentation for a successful installation.

“Installing Voice Cards” section on page 3-1.

Installing Voice Cards

Note If the system is not using voice cards to integrate with a circuit-switched phone system, skip this section.

All voice cards must be installed in the same server or in the same expansion chassis. If all voice cards
do not fit in the Cisco

All Cisco Unity-compatible voice cards are 33-MHz PCI cards. Universal PCI (uPCI) cards work in
either 5-Vdc or 3.3-Vdc PCI and PCI-X slots, while non-universal PCI cards work only in 33-MHz
(5-Vdc) slots.

If you are installing a uPCI voice card, you can generally place the card in any physically compatible
slot in the server or expansion chassis. However, if the slot you choose is a 3.3-Vdc PCI or PCI-X slot
(designed to be 66
segment will slow down to 33
card is placed in a PCI-X slot next to a 133-MHz RAID controller and they share the same logical
segment, the RAID controller speed is reduced to 33

Refer to the manufacturer documentation for detailed PCI bus topology information before deciding
final slot placement of 3.3-Vdc or 5-Vdc, 33-MHz voice cards.

Note that if you view a voice card by using Windows Device Manager, the card may be displayed as an
unknown PCI device, with a warning stating that the drivers for the device are not installed. A Found
New Hardware wizard may also appear for each card during installation or when the Cisco
is restarted. These conditions are both expected behavior, and do not indicate an error or a condition

MHz or faster), that slot and the slot adjacent to it on the same logical PCI bus

Unity server, then you must install all of them in an expansion chassis.

MHz to accommodate the 33-MHz card. (For example, if a 33-MHz voice

MHz.)

Unity server

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Chapter 3 Setting Up the Hardware

requiring action. You can disable the Found New Hardware wizard to prevent it from appearing when
the Cisco
procedure later in the installation process (

Unity server is restarted. The Cisco Unity installation guide alerts you when to do the

“Disabling the Found New Hardware Wizard for the Voice

Cards” section on page 5-11).

Warning

Warning

Warning

Warning

Warning

This unit is intended for installation in restricted access areas. A restricted access area can be
accessed only through the use of a special tool, lock and key, or other means of security.

Statement 1017

Read the installation instructions before connecting the system to the power source.

Statement 1004

Before working on a system that has an on/off switch, turn OFF the power and unplug the power cord.

Statement 1

This equipment must be grounded. Never defeat the ground conductor or operate the equipment in the
absence of a suitably installed ground conductor. Contact the appropriate electrical inspection
authority or an electrician if you are uncertain that suitable grounding is available.

Statement 1024

There is the danger of explosion if the battery is replaced incorrectly. Replace the battery only with
the same or equivalent type recommended by the manufacturer. Dispose of used batteries according
to the manufacturer’s instructions.

Statement 1015

Warning

Warning

Warning

Warning

To prevent bodily injury when mounting or servicing this unit in a rack, you must take special
precautions to ensure that the system remains stable. The following guidelines are provided to ensure
your safety:

• This unit should be mounted at the bottom of the rack if it is the only unit in
the rack.

• When mounting this unit in a partially filled rack, load the rack from the
bottom to the top with the heaviest component at the bottom of the rack.

• If the rack is provided with stabilizing devices, install the stabilizers before
mounting or servicing the unit in the rack.

Statement 1006

Before opening the chassis, disconnect the telephone-network cables to avoid contact with
telephone-network voltages.

Statement 2

Do not work on the system or connect or disconnect cables during periods of lightning activity.

Statement 1001

To reduce the risk of fire, use only No. 26 AWG or larger telecommunication line cord.

Statement 1023

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Installing Voice Cards

Warning

Only trained and qualified personnel should be allowed to install, replace, or service this equipment.

Statement 1030

Warning

This equipment is to be installed and maintained by service personnel only as defined by AS/NZS 3260
Clause 1.2.14.3 Service Personnel.

Warning

The safety cover is an integral part of the product. Do not operate the unit without the safety cover
installed. Operating the unit without the cover in place will invalidate the safety approvals and pose
a risk of fire and electrical hazards.

Warning

Blank faceplates and cover panels serve three important functions: they prevent exposure to
hazardous voltages and currents inside the chassis; they contain electromagnetic interference (EMI)
that might disrupt other equipment; and they direct the flow of cooling air through the chassis. Do not
operate the system unless all cards, faceplates, front covers, and rear covers are in place.

Statement 1029

To Install Voice Cards in the Cisco Unity Server or in an Expansion Chassis

Step 1 If the server is on, shut it down.

Statement 88

Statement 117

Step 2 Unplug the power cord.
Step 3 Attach an antistatic wrist strap, and ground yourself to the server.

Warning

During this procedure, wear grounding wrist straps to avoid ESD damage to the card. Do not
directly touch the backplane with your hand or any metal tool, or you could shock yourself.

Statement 94

Step 4 Set the switches and jumpers on each card. See the “Hardware Settings” section for your cards in

Appendix A, “Voice Cards and PIMG Units.”

Some cards include hardware settings that indicate which card is first, which is second, and so on. If you
are installing more than one card of the same model, keep the cards in order so you can install them in
the correct order in

Step 6.

If you are installing Intel Dialogic D/120JCT-Euro or D/240PCI-T1 cards, do not do the procedure in the
“Software Settings” section for your cards in

Appendix A, “Voice Cards and PIMG Units,” at this time.

The Cisco Unity installation guide alerts you when to do the procedure later in the installation process.

Step 5 If you are not using a PCI expansion chassis, skip to Step 6.

If you are using a PCI expansion chassis, install the host card in a PCI slot that can be used for the host
card. For information on which servers support using an expansion chassis and on which slots in those
servers can be used for expansion chassis host cards, see the Cisco

Unity Supported Platforms List at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_data_sheets_list.html.

Note the following:

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• If the slot location of a customer-provided server management card (such as Hewlett-Packard

Remote Insight Lights-Out Edition) conflicts with a required host card slot, the host card takes
precedence.

• Using an unapproved slot for the host card can cause a conflict with the RAID controller card.

Step 6 Insert each voice card firmly into its slot in the server or in the expansion chassis, and fasten each card

to the back plate with a screw. Note the following considerations, as applicable:

• If you are installing more than one voice card of the same model, and if the cards include a hardware

setting that indicates which card is first, second, and so on, install the cards in the order specified
by the hardware settings.

• If you are installing voice cards of different models in the same server, install cards of the same

model adjacent to one another.

• Choose a physically compatible slot in an appropriate bus segment. Refer to the manufacturer

documentation for detailed PCI bus topology information.

Caution Placing a 33-MHz Intel Dialogic voice card in a physical interface slot in the same logical

segment as a 66-MHz PCI or 100-to-133-MHz PCI-X interface card will slow both slots in the
logical segment to 33 MHz, degrading performance of the whole platform.

Chapter 3 Setting Up the Hardware

Step 7 If you are installing multiple voice cards that have H.100 bus connectors, cable the cards together. On

each card, connect the cable so the red stripe on the cable corresponds with pin 1 on the card connector.
Confirm that the connectors are firmly seated.

Caution If you do not cable cards together as required, the voice card software will not start, and

Cisco Unity will not answer calls.

If the cable has more connectors than the server has voice cards, use the first and last connectors, and
leave unused connectors in the middle of the cable. If the end of a cable is allowed to dangle loose, it
can act as a radio antenna and pick up noise from the bus.

If you are cabling three or more cards together, connect the first connector on the cable to the first card,
the second connector to the second card, and so on.

Attaching Peripheral Devices and Making Connections from the
Phone System

We recommend that you connect the Cisco Unity server to a dedicated uninterruptible power supply.

A Cisco Unity server purchased from Cisco is configured for a specific hardware setup. Do not add or
change any hardware on the server, except to add voice cards, memory, a tape drive, an external modem,
or a rail kit.

3-4

To Attach Peripheral Devices and to Make Connections from a Circuit-Switched Phone System

Step 1 Place the server in a dry, cool area that is free of dust. Note the following considerations, as applicable:

• If the Cisco Unity server will be connected to the network, place it near a network connection.

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Chapter 3 Setting Up the Hardware

• If the Cisco Unity system is using voice cards to integrate with a circuit-switched phone system,

place the server near the phone system.

• If the Cisco Unity system is using PIMG units to integrate with a circuit-switched phone system,

place the PIMG units near the phone system and near a network connection.

Caution Do not attach the network cable to the server until you have installed the Microsoft service

Step 2 Attach any supported peripheral devices to the server. Follow the manufacturer installation and test

instructions.

Step 3 If Cisco Unity is integrated with a circuit-switched phone system: Make the necessary connections from

the phone system. See the applicable integration guide.

Cisco Unity integration guides are available at

http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_installation_and_configuration_g
uides_list.html.

Attaching Peripheral Devices and Making Connections from the Phone System

packs and updates recommended for use with Cisco

Unity. The Cisco Unity installation guide
alerts you when to install the service packs and updates, and when to connect to the network
later in the installation process.

For pinout information, see the “Voice Cards and PIMG Units” appendix.

Step 4 If Cisco Unity is integrated with a circuit-switched phone system, you are installing the Cisco Unity

system outside the United States, and the server contains voice cards that came with a ferrite clamp:
Attach the clamp around the analog phone lines as close to the server as possible.

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