Installation Guide for Cisco Unity Voice
Messaging with Microsoft Exchange
2003/2000 (With Failover Configured)
Release 4.0(5) and Later
Revised March 9, 2006
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Text Part Number: OL-7371-02
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Installation Guide for Cisco Unity 4.0(5) and Later Voice Messaging with Microsoft Exchange 2003/2000 (With Failover Configured)
Cisco Technical Support & Documentation Websitexvi
Submitting a Service Requestxvi
Definitions of Service Request Severityxvi
Obtaining Additional Publications and Informationxvii
CONTENTS
CHAPTER
CHAPTER
1Overview of Mandatory Tasks for Installing Cisco Unity1-1
Part 1: Installing and Configuring the Cisco Unity Server1-1
Part 2: Installing the Secondary Server for Cisco Unity Failover1-3
Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data 1-4
Part 4: Configuring Failover and Setting Up Networking Options (If Applicable)1-6
Part 5: Customizing the Cisco Unity Conversation1-6
Part 6: Backing Up Cisco Unity1-7
Part 7: Training 1-7
2Preparing for the Installation2-1
Gathering Documentation and Tools2-1
Downloading Software for the Installation2-2
Software for All Installations2-3
Additional Software for Installations with Cisco Unity DVDs or CDs Earlier Than the Currently
Shipping Version2-4
Determining the Drive Locations for Files on the Cisco Unity Server2-4
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Contents
Drive Locations for Files on a Platform Overlay 1 Server2-5
Drive Locations for Files on a Platform Overlay 2 Server2-5
Drive Locations for Files on a Platform Overlay 3 Server2-6
CHAPTER
CHAPTER
CHAPTER
3Setting Up the Hardware3-1
Installing Voice Cards3-1
Attaching Peripheral Devices and Making Connections from the Phone System3-5
4Installing the Operating System4-1
Configuring the RAID Arrays4-1
Using the Cisco-Provided Array-Configuration Utility4-2
Using the Manufacturer-Provided Array-Configuration Utility4-3
Installing Windows Server 2003 or Windows 2000 Server4-3
Windows Server 2003: Using the Manufacturer’s Guided System-Setup Utility and a Retail Windows
Server 2003 Disc4-4
Windows 2000 Server: Using the Cisco Unity Platform Configuration Discs4-5
Windows 2000 Server: Using the Manufacturer’s Guided System-Setup Utility and a Retail
Windows 2000 Server Disc4-7
Enabling Windows Terminal Services (Windows Server 2003 Only)4-9
Setting Up the Logical Drives4-9
5Customizing the Cisco Unity Platform5-1
iv
Configuring a Dual NIC in the Cisco Unity Server5-2
Installing the NIC-Configuration Utility5-2
Configuring a Dual NIC5-4
Obtaining Cisco Unity License Files5-4
Running the Cisco Unity System Preparation Assistant5-6
Changing Folder Settings in Windows Explorer5-8
Installing the Latest Microsoft Service Packs and Updates for Windows, Internet Explorer, and
SQL Server 20005-9
Disabling the Found New Hardware Wizard for the Voice Cards5-10
Installing Virus-Scanning Software (Optional)5-10
Installing and Configuring Cisco Security Agent for Cisco Unity (Optional)5-11
Connecting the Cisco Unity Server to the Network5-11
Configuring TCP/IP Properties5-11
Verifying the IP Address and the Network Connection5-12
Disabling Virus-Scanning and Cisco Security Agent Services5-12
Adding the Cisco Unity Server to an Existing Domain5-13
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Resetting the Account That SQL Server Services Log On As5-14
Contents
CHAPTER
CHAPTER
6Setting Up Exchange6-1
Determining the Partner Exchange Server6-2
Installing Exchange Administration Software on the Cisco Unity Server6-2
Installing the Latest Exchange Service Pack and Updates6-5
Extending the Active Directory Schema for Cisco Unity6-6
Creating Organizational Units and a Mailbox Store6-7
7Creating Accounts for the Installation and Setting Rights and Permissions7-1
About the Accounts Required for the Cisco Unity Installation7-2
The Account Used to Install Cisco Unity7-2
The Account Used to Access the Cisco Unity Administrator7-2
The Accounts That Cisco Unity Services Log On As7-2
Creating the Accounts Required for the Cisco Unity Installation7-3
Adding the Cisco Unity Administration Account to the Local Administrators Group7-3
Setting Rights and Permissions with the Cisco Unity Permissions Wizard7-4
CHAPTER
Setting Required Exchange Permissions7-8
8Installing and Configuring Cisco Unity Software8-1
Determining Whether to Set Up Cisco Unity to Use SSL8-2
Installing the Microsoft Certificate Services Component8-3
Installing and Configuring Cisco Unity Software8-3
Starting the Cisco Unity Installation and Configuration Assistant and Installing Cisco Unity
Software8-4
Installing License Files8-6
Configuring Services8-7
Configuring Cisco Unity for the Message Store8-8
Setting New Default Passwords8-9
Integrating the Phone System with Cisco Unity8-10
Setting Up the Cisco Personal Communications Assistant to Use SSL8-10
Installing the Cisco Unity Service Release, If Available8-16
Testing the Phone System Integration8-16
Excluding from Virus Scanning the Directory in Which Cisco Unity Is Installed8-16
Setting Up the Cisco Unity Administrator and Status Monitor to Use SSL8-17
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Contents
Securing the Example Administrator Account Against Toll Fraud8-18
Moving the Data Store Databases and Transaction Logs8-18
Re-enabling Virus-Scanning and Cisco Security Agent Services8-21
Securing Cisco Unity and the Cisco Unity Server8-21
CHAPTER
CHAPTER
APPENDIX
9Installing Optional Software9-1
Installing RSA SecurID9-1
Installing Symantec pcAnywhere9-1
Recommended Configuration for pcAnywhere9-2
Installing Other Optional Software9-3
10Setting Up Authentication for the Cisco Unity Administrator10-1
Determining the Authentication Method to Use for the Cisco Unity Administrator10-1
Authentication Methods Available for the Cisco Unity Administrator10-2
How Integrated Windows Authentication Works with the Cisco Unity Administrator10-3
How Anonymous Authentication Works with the Cisco Unity Administrator10-4
Configuring IIS So That the Cisco Unity Administrator and Status Monitor Use Anonymous
Authentication10-5
AVoice Cards and PIMG UnitsA-1
Intel Dialogic D/41EPCI, D/41JCT-LS, and D/41JCT-EuroA-1
Hardware SettingsA-2
Intel Dialogic D/120JCT-LS and D/120JCT-EuroA-4
Hardware SettingsA-6
Software SettingsA-7
APPENDIX
vi
Intel Dialogic D/240PCI-T1A-8
Hardware SettingsA-9
Software SettingsA-10
Intel NetStructure PBX-IP Media Gateway (PIMG)A-11
Software SettingsA-12
Removing Intel Dialogic Voice Card SoftwareA-12
Determining the Current Settings for the Quiet Parameter and Other ParametersA-12
Removing the Intel Dialogic Voice Card SoftwareA-13
Resetting the Quiet Parameter and Other ParametersA-14
BExiting and Starting the Cisco Unity Software and ServerB-1
Exiting the Cisco Unity SoftwareB-1
Shutting Down or Restarting the Cisco Unity ServerB-2
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Starting the Cisco Unity SoftwareB-3
Contents
APPENDIX
I
NDEX
CManual Installation Procedures for Software Installed by the Cisco Unity System Preparation
Assistant During a New InstallationC-1
Installing MSXML 3.0 with Service Pack 1C-1
Installing Windows Terminal ServicesC-2
Installing the NNTP ServiceC-2
Installing Message Queuing Services 2.0C-2
Installing Windows 2000 Service Pack 4C-3
Installing Internet Explorer 6.0 with Service Pack 1C-3
Installing SQL Server 2000 and Service Pack 3aC-4
Installing the Microsoft .NET FrameworkC-5
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Contents
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Preface
This preface contains the following sections:
•Audience and Use, page ix
•Documentation Conventions, page ix
•Cisco Unity Documentation, page xiii
•Obtaining Documentation, page xiii
•Documentation Feedback, page xiv
•Cisco Product Security Overview, page xiv
•Obtaining Technical Assistance, page xv
•Obtaining Additional Publications and Information, page xvii
Audience and Use
The Cisco Unity installation guide is intended for installers of a Cisco Unity system. You need a working
knowledge of Microsoft Exchange
Windows
2000, depending on the versions you plan to use.
2003 or Exchange 2000, and Microsoft Windows 2003 or
Documentation Conventions
Ta b l e 1Cisco Unity installation guide Conventions
ConventionDescription
boldfaced textBoldfaced 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)
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Angle brackets are used around parameters for which you supply a value.
(Example: In the Command Prompt window, enter ping <IP address>.)
The Cisco Unity installation guide also uses the following conventions:
NoteMeans reader take note. Notes contain helpful suggestions or references to material not covered in
the document.
Preface
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
> Configuration > Settings page.)
CautionMeans reader be careful. In this situation, you might do something that could result in equipment
damage or loss of data.
Warning
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
Waarschuwing
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
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x
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Preface
Documentation Conventions
Varoitus
Attention
Warnung
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.
SÄILYTÄ NÄMÄ OHJEET
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
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.
Avvertenza
Advarsel
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.
TA VARE PÅ DISSE INSTRUKSJONENE
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xi
Documentation Conventions
Preface
Aviso
¡Advertencia!
Varning!
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
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
xii
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Preface
Cisco Unity Documentation
Cisco Unity Documentation
For descriptions and URLs of Cisco Unity documentation on Cisco.com, refer to the Cisco Unity
Documentation Guide. The document is shipped with Cisco
Cisco documentation and additional literature are available on Cisco.com. Cisco also provides several
ways to obtain technical assistance and other technical resources. These sections explain how to obtain
technical information from Cisco Systems.
Cisco.com
You can access the most current Cisco documentation at this URL:
http://www.cisco.com/techsupport
You can access the Cisco website at this URL:
Unity and is available at
OL-7371-02
http://www.cisco.com
You can access international Cisco websites at this URL:
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xiii
Documentation Feedback
Product Documentation DVD
The Product Documentation DVD is a comprehensive library of technical product documentation on a
portable medium. The DVD enables you to access multiple versions of installation, configuration, and
command guides for Cisco hardware and software products. With the DVD, you have access to the same
HTML documentation that is found on the Cisco website without being connected to the Internet.
Certain products also have .PDF versions of the documentation available.
The Product Documentation DVD is available as a single unit or as a subscription. Registered Cisco.com
users (Cisco direct customers) can order a Product Documentation DVD (product number
DOC-DOCDVD= or DOC-DOCDVD=SUB) from Cisco Marketplace at this URL:
http://www.cisco.com/go/marketplace/
Ordering Documentation
Registered Cisco.com users may order Cisco documentation at the Product Documentation Store in the
Cisco Marketplace at this
http://www.cisco.com/go/marketplace/
Preface
URL:
Nonregistered Cisco.com users can order technical documentation from 8:00 a.m. to 5:00 p.m.
(0800
to 1700) PDT by calling 1 866 463-3487 in the United States and Canada, or elsewhere by
calling
011 408 519-5055. You can also order documentation by e-mail at
tech-doc-store-mkpl@external.cisco.com or by fax at 1 408 519-5001 in the United States and Canada,
or elsewhere at 011 408 519-5001.
Documentation Feedback
You can rate and provide feedback about Cisco technical documents by completing the online feedback
form that appears with the technical documents on Cisco.com.
You can submit comments about Cisco documentation by using the response card (if present) behind the
front cover of your document or by writing to the following address:
Cisco Systems
Attn: Customer Document Ordering
170 West Tasman Drive
San Jose, CA 95134-9883
We appreciate your comments.
Cisco Product Security Overview
xiv
Cisco provides a free online Security Vulnerability Policy portal at this URL:
From this site, you will find information about how to:
•Report security vulnerabilities in Cisco products.
•Obtain assistance with security incidents that involve Cisco products.
•Register to receive security information from Cisco.
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Preface
A current list of security advisories, security notices, and security responses for Cisco products is
available at this
http://www.cisco.com/go/psirt
To see security advisories, security notices, and security responses as they are updated in real time, you
can subscribe to the Product Security Incident Response Team Really Simple Syndication (PSIRT RSS)
feed. Information about how to subscribe to the PSIRT RSS feed is found at this
Cisco is committed to delivering secure products. We test our products internally before we release them,
and we strive to correct all vulnerabilities quickly. If you think that you have identified a vulnerability
in a Cisco product, contact PSIRT:
•For Emergencies only — security-alert@cisco.com
An emergency is either a condition in which a system is under active attack or a condition for which
a severe and urgent security vulnerability should be reported. All other conditions are considered
nonemergencies.
•For Nonemergencies — psirt@cisco.com
In an emergency, you can also reach PSIRT by telephone:
Obtaining Technical Assistance
URL:
•1 877 228-7302
•1 408 525-6532
TipWe encourage you to use Pretty Good Privacy (PGP) or a compatible product (for example, GnuPG) to
encrypt any sensitive information that you send to Cisco. PSIRT can wo r k with information that has been
encrypted with PGP versions
Never use a revoked or an expired encryption key. The correct public key to use in your correspondence
with PSIRT is the one linked in the Contact Summary section of the Security Vulnerability Policy page
at this
The link on this page has the current PGP key ID in use.
If you do not have or use PGP, contact PSIRT at the aforementioned e-mail addresses or phone numbers
before sending any sensitive material to find other means of encrypting the data.
2.x through 9.x.
Obtaining Technical Assistance
Cisco Technical Support provides 24-hour-a-day award-winning technical assistance. The Cisco
Technical Support & Documentation website on Cisco.com features extensive online support resources.
In addition, if you have a valid Cisco service contract, Cisco Technical Assistance Center (TAC)
engineers provide telephone support. If you do not have a valid Cisco service contract, contact your
reseller.
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Obtaining Technical Assistance
Cisco Technical Support & Documentation Website
The Cisco Technical Support & Documentation website provides online documents and tools for
troubleshooting and resolving technical issues with Cisco products and technologies. The website is
available 24 hours a day, at this
http://www.cisco.com/techsupport
Access to all tools on the Cisco Technical Support & Documentation website requires a Cisco.com user
ID and password. If you have a valid service contract but do not have a user ID or password, you can
register at this
http://tools.cisco.com/RPF/register/register.do
NoteUse the Cisco Product Identification (CPI) tool to locate your product serial number before submitting
a web or phone request for service. You can access the CPI tool from the Cisco Technical Support &
Documentation website by clicking the Tools & Resources link under Documentation & Tools.Choose
Cisco Product Identification Tool from the Alphabetical Index drop-down list, or click the Cisco
Product Identification Tool link under Alerts & RMAs. The CPI tool offers three search options: by
product ID or model name; by tree view; or for certain products, by copying and pasting show command
output. Search results show an illustration of your product with the serial number label location
highlighted. Locate the serial number label on your product and record the information before placing a
service call.
URL:
URL:
Preface
Submitting a Service Request
Using the online TAC Service Request Tool is the fastest way to open S3 and S4 service requests. (S3
and S4 service requests are those in which your network is minimally impaired or for which you require
product information.) After you describe your situation, the TAC Service Request Tool provides
recommended solutions. If your issue is not resolved using the recommended resources, your service
request is assigned to a Cisco engineer. The TAC Service Request Tool is located at this URL:
http://www.cisco.com/techsupport/servicerequest
For S1 or S2 service requests, or if you do not have Internet access, contact the Cisco TAC by telephone.
(S1 or S2 service requests are those in which your production network is down or severely degraded.)
Cisco engineers are assigned immediately to S1 and S2 service requests to help keep your business
operations running smoothly.
To open a service request by telephone, use one of the following numbers:
For a complete list of Cisco TAC contacts, go to this URL:
http://www.cisco.com/techsupport/contacts
Definitions of Service Request Severity
xvi
To ensure that all service requests are reported in a standard format, Cisco has established severity
definitions.
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Preface
Obtaining Additional Publications and Information
Severity 1 (S1)—An existing network is down, or there is a critical impact to your business operations.
You and Cisco will commit all necessary resources around the clock to resolve the situation.
Severity 2 (S2)—Operation of an existing network is severely degraded, or significant aspects of your
business operations are negatively affected by inadequate performance of Cisco products. You and Cisco
will commit full-time resources during normal business hours to resolve the situation.
Severity 3 (S3)—Operational performance of the network is impaired, while most business operations
remain functional. You and Cisco will commit resources during normal business hours to restore service
to satisfactory levels.
Severity 4 (S4)—You require information or assistance with Cisco product capabilities, installation, or
configuration. There is little or no effect on your business operations.
Obtaining Additional Publications and Information
Information about Cisco products, technologies, and network solutions is available from various online
and printed sources.
•The Cisco Product Quick Reference Guide is a handy, compact reference tool that includes brief
product overviews, key features, sample part numbers, and abbreviated technical specifications for
many Cisco products that are sold through channel partners. It is updated twice a year and includes
the latest Cisco offerings. To order and find out more about the Cisco Product Quick Reference
Guide, go to this URL:
http://www.cisco.com/go/guide
•Cisco Marketplace provides a variety of Cisco books, reference guides, documentation, and logo
merchandise. Visit Cisco Marketplace, the company store, at this
URL:
http://www.cisco.com/go/marketplace/
•Cisco Press publishes a wide range of general networking, training and certification titles. Both new
and experienced users will benefit from these publications. For current Cisco Press titles and other
information, go to Cisco Press at this
URL:
http://www.ciscopress.com
•Pack et magazine is the Cisco Systems technical user magazine for maximizing Internet and
networking investments. Each quarter, Packet delivers coverage of the latest industry trends,
technology breakthroughs, and Cisco products and solutions, as well as network deployment and
troubleshooting tips, configuration examples, customer case studies, certification and training
information, and links to scores of in-depth online resources. You can access Packet magazine at
this
URL:
http://www.cisco.com/packet
•iQ Magazine is the quarterly publication from Cisco Systems designed to help growing companies
learn how they can use technology to increase revenue, streamline their business, and expand
services. The publication identifies the challenges facing these companies and the technologies to
help solve them, using real-world case studies and business strategies to help readers make sound
technology investment decisions. You can access iQ Magazine at this URL:
http://www.cisco.com/go/iqmagazine
or view the digital edition at this URL:
http://ciscoiq.texterity.com/ciscoiq/sample/
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xvii
Obtaining Additional Publications and Information
•Internet Protocol Journal is a quarterly journal published by Cisco Systems for engineering
professionals involved in designing, developing, and operating public and private internets and
intranets. You can access the Internet Protocol Journal at this
http://www.cisco.com/ipj
•Networking products offered by Cisco Systems, as well as customer support services, can be
obtained at this
http://www.cisco.com/en/US/products/index.html
•Networking Professionals Connection is an interactive website for networking professionals to share
questions, suggestions, and information about networking products and technologies with Cisco
experts and other networking professionals. Join a discussion at this
http://www.cisco.com/discuss/networking
•World-class networking training is available from Cisco. You can view current offerings at
this
URL:
http://www.cisco.com/en/US/learning/index.html
Preface
URL:
URL:
URL:
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CHA P TER
1
Overview of Mandatory Tasks for Installing
Cisco Unity
NoteIf you are upgrading Cisco Unity, refer instead to the Cisco Unity Reconfiguration and Upgrade Guide
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 failover and networking; to backing up
Cisco
Unity.
Unity server; to populating the Cisco Unity system with subscriber and call
Unity installation guide, and in other Cisco Unity documentation as
NoteCisco assumes that the Exchange environment is already set up and working before the Cisco Unity
system is installed.
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.
We recommend that you check off tasks as you complete them.
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.
NoteBegin the installation on the computer that will be the primary Cisco Unity server. The task list alerts
you when to install the secondary Cisco
and configurations.
1. Confirm that you are using the correct version of the Cisco Unity installation guide for your
configuration. This version of the guide is for Cisco
Exchange
applicable installation guides, refer to the document Use the Installation Guide That Matches the
2003 or Exchange 2000, configured for failover. For a list of configurations and
Unity server. Both servers must have the same enabled features
Unity 4.0(5) and later Voice Messaging with
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Part 1: Installing and Configuring the Cisco Unity Server
Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity
Unity System Requirements at
Unity integration guide(s)
Unity Bridge System Requirements, and Supported Hardware and
Unity Networking Options Requirements at
“Preparing for the Installation” chapter.
Unity
1-2
5. Set up the Cisco Unity server, install voice cards and attach peripheral devices, if applicable, and
make connections from the phone system. See the
6. Configure the RAID arrays, if applicable, install Windows Server 2003 or Windows 2000 Server,
and create the logical drives, if applicable. See the
7. Obtain Cisco Unity license files, and use the Cisco Unity System Preparation Assistant to configure
“Setting Up the Hardware” chapter.
“Installing the Operating System” chapter.
the operating system and install required software components. Then set up the server in the
Windows networking environment. See the
8. Install and configure the applicable Exchange software. See the “Setting Up Exchange” chapter.
9. Create the accounts required for the Cisco Unity installation, and set rights and permissions. See the
“Customizing the Cisco Unity Platform” chapter.
“Creating Accounts for the Installation and Setting Rights and Permissions” chapter.
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 database files and transaction logs, if applicable. See the
“Installing and Configuring
Cisco Unity Software” chapter.
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Part 2: Installing the Secondary Server for Cisco Unity Failover
11. Install any optional software. See the “Installing Optional Software” chapter.
CautionDo not install Microsoft Outlook on the Cisco Unity server, or Cisco Unity may not notify
subscribers of new messages.
12. Create an emergency repair disk that can be used to repair and restart Windows, if it is damaged.
Refer to Windows Help.
13. Determine the authentication method that you want to use for the Cisco Unity Administrator web
application, and configure IIS, as applicable. See the
“Setting Up Authentication for the Cisco Unity
Administrator” chapter.
Part 2: Installing the Secondary Server for Cisco Unity Failover
The tasks in Part 2 reference chapters in the Cisco Unity installation guide, unless otherwise noted.
14. With a Cisc o CallManager integration only: On the phone system, add the voice messaging ports
that will be used by the secondary server. Refer to the “Programming the Cisco
System” section of the applicable Cisco
15. On the secondary server, repeat the following Part 1 tasks, depending on the phone system
integration being used:
•For Cisco CallManager, repeat Task 6. through Task 8.
CallManager Phone
•For a circuit-switched phone system, repeat Task 5. through Task 8.
16. For the same accounts that you created in Task 9., add the Cisco Unity administration account to the
local Administrators group, and run the Cisco Unity Permissions wizard to set rights and
permissions. See the
“Creating Accounts for the Installation and Setting Rights and Permissions”
chapter.
17. Use the Cisco Unity Installation and Configuration Assistant to install and configure Cisco Unity
software, and to set up the Cisco
PCA to use SSL, if applicable. You also set up the Cisco Unity
Administrator and the Status Monitor to use SSL, if applicable, and move SQL Server database files
and transaction logs, if applicable. See the
“Installing and Configuring Cisco Unity Software”
chapter.
18. Install any optional software. See the “Installing Optional Software” chapter.
19. Create an emergency repair disk that can be used to repair and restart Windows, if it is damaged.
Refer to Windows Help.
20. Configure IIS so that the Cisco Unity Administrator and the Status Monitor use the Anonymous
authentication method, if you decided to use that method. See the
“Setting Up Authentication for
the Cisco Unity Administrator” chapter.
21. 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
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Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity
Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data
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 Cisco
The tasks reference chapters in the Cisco Unity System Administration Guide, Release 4.0(5) that
contain detailed information; the guide is available at
NoteDo these tasks on the primary Cisco Unity server. Subscriber and call management data will be
replicated to the secondary Cisco Unity server after you configure failover later in the installation.
22. Define system schedules:
a. Identify standard business hours.
Unity Administrator and on using it, refer to the “Accessing the Cisco Unity
Unity System Administration Guide.)
b. Identify closed and weekend hours.
c. Create custom schedules, if necessary.
d. Identify holidays.
Refer to the “Schedule Settings” and “Holiday Settings” sections in the “System Settings” chapter.
23. Set up phone, GUI, and TTS languages (including TTY, if applicable). Refer to the “Languages”
chapter.
24. Set up third-party fax, if applicable. Refer to the “Integrating a Fax Server with Cisco Unity”
chapter.
25. Create a call management plan. Refer to the “Call Management” chapter.
26. Prepare to create regular subscriber accounts. Refer to the “Before Creating Regular Subscriber
Accounts” section in the “Creating 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. Set up enhanced phone security, if applicable.
f. Review, change, and create classes of service.
g. Create restriction tables, and assign them to the appropriate class(es) of service.
h. Create public distribution lists.
i. Review, create, and modify subscriber templates. Secure phone passwords, and, as applicable,
secure Windows domain account passwords.
1-4
j. As needed, change the locale ID of the MAPI profile for the Cisco Unity server.
27. Set up the Cisco Unity Hospitality and property management system integration, if applicable. Refer
to the “Hospitality and Property Management System Integration” chapter.
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28. Test the system configuration:
a. Add a single subscriber (refer to the “Creating Subscriber Accounts” chapter).
b. Use the phone to log on to Cisco Unity as the test subscriber, record a voice 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 style specified for the subscriber are working properly. Confirm that the
subscriber inherited the correct class of service by testing any applicable features by phone.
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
PCA Welcome page to the Cisco Unity Assistant. If you gave the test subscriber the
required class of service rights, test to see if you can browse to the Cisco
e. Make corrections to the system configuration as necessary.
29. Create subscriber accounts. Refer to the “Creating Subscriber Accounts” chapter.
30. Hide users in the Exchange address book, if applicable. Refer to the “Preventing Subscribers from
Appearing in Outlook Address Books” section in the “Creating Subscriber Accounts” chapter.
31. Modify individual subscriber accounts as needed. Refer to the “After Creating Subscriber Accounts”
section in the “Creating Subscriber Accounts” chapter.
32. Add individual subscribers to public distribution lists, as needed. (For example, assign subscribers
to screen those messages left in Cisco
as those left to the Unaddressed Messages distribution list or for the Opening Greeting call handler.)
Refer to the “Message Handling” section in the “Default Accounts and Message Handling” chapter.
33. Implement, then test the call management plan you created in Task 25.:
Part 3: Populating the Cisco Unity System with Subscriber and Call Management Data
Unity Inbox.
Unity that are not associated with a specific recipient, such
a. Create call handlers. Refer to the “Call Handler Settings” chapter.
b. Specify directory handler settings. Refer to the “Directory Handler Settings” chapter.
c. Create interview handlers. Refer to the “Interview Handler Settings” chapter.
d. Set up call routing. Refer to the “Call Routing” chapter.
34. Review the substitute objects on the System > Configuration > Settings page of the Cisco Unity
Administrator. The objects are Substitute Recipient, Substitute Owner, Substitute After Message
Call Handler, and Substitute Exit Call Handler. Cisco
to any subscriber that is deleted by using the Cisco
Unity uses the objects to substitute references
Unity Administrator without first reassigning
such references (for example, ownership of a call handler or distribution list). For new installations,
the Example Administrator is configured as the Substitute Recipient and Substitute Owner, and the
Goodbye call handler is configured as the Substitute After Message Call Handler and Substitute Exit
Call Handler. For upgrades, any changes made to the defaults will not be overwritten. However, we
recommend that you review these settings now and update them if you wish to use different
substitute objects. Refer to Cisco
Unity Administrator Help for a description of each object and
where it applies.
35. As appropriate, set up subscribers to use their phones to access Cisco Unity, specify their recording
and playback device, install Cisco
notifications. Refer to the “Setting Up Cisco
Unity ViewMail for Microsoft Outlook, and set up text-message
Unity Applications on Subscriber Workstations”
chapter.
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Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity
Part 4: Configuring Failover and Setting Up Networking Options (If Applicable)
Part 4: Configuring Failover and Setting Up Networking Options
(If Applicable)
36. Configure Cisco Unity failover. Refer to the “Configuring Cisco Unity Failover” chapter of the
Cisco Unity Failover Configuration and Administration Guide, Release 4.x at
37. If the system is using Digital Networking: Set up Digital Networking. Refer to the “Digital
Networking” chapter of the Networking in Cisco Unity Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guide_book09186a00
8044197a.html. (Note that the settings for Digital Networking are replicated to the secondary
server.)
38. If the system is using Internet Subscribers: Set up Internet subscribers. Refer to the “SMTP
Networking” chapter of the Networking in Cisco Unity Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guide_book09186a00
8044197a.html.
39. If the system is using SMTP Networking: Set up SMTP Networking. Refer to the “SMTP
Networking” chapter of the Networking in Cisco Unity Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guide_book09186a00
8044197a.html. (Note that the settings for SMTP Networking are replicated to the secondary server.)
40. If the system is using AMIS Networking: Set up AMIS Networking. Refer to the “AMIS Networking”
chapter of the Networking in Cisco Unity Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guide_book09186a00
8044197a.html. (Note that the settings for AMIS Networking are replicated to the secondary server.)
41. If the system is using VPIM Networking: Set up VPIM Networking. Refer to the “VPIM
Networking” chapter of the Networking in Cisco Unity Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_feature_guide_book09186a00
8044197a.html. (Note that the settings for VPIM Networking are replicated to the secondary server.)
42. If the system is using Bridge Networking: Install the Cisco Unity Bridge server. Refer to the
“Overview of Mandatory Tasks for Installing the Cisco
(Note that the settings for the Bridge are replicated to the secondary server.)
Unity and the Bridge for Networking” chapter of the applicable
Unity Bridge” chapter of the applicable
Part 5: Customizing the Cisco Unity Conversation
44. When callers access Cisco Unity by phone, they hear a set of prerecorded instructions and options
known as the Cisco
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
Unity conversation—or the TUI (telephone user interface).You can customize
Unity prompts subscribers to record first and then address
Unity
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Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity
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” chapter of the Cisco Unity System Administration Guide, Release 4.0(5) at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/products_administration_guide_book09
186a008043ea39.html for details on these and many other conversation customizations.
Part 6: Backing Up Cisco Unity
45. Back up Cisco Unity. Refer to the “About Backing Up a Cisco Unity System” chapter of the
46. Train subscribers, operators, and support desk personnel to use Cisco Unity. Refer to the “Preparing
Subscribers, Operators, and Support Desk Personnel to Work with Cisco
Cisco
Unity System Administration Guide.
Unity” chapter of the
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Part 7: Training
Chapter 1 Overview of Mandatory Tasks for Installing Cisco Unity
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Preparing for the Installation
NoteIf you are installing the secondary Cisco Unity server now, skip this chapter.
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 drive 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 the “Overview of Mandatory Tasks for Installing
Cisco Unity” chapter to continue installing the Cisco Unity system correctly:
“Determining the Drive Locations for Files on the Cisco Unity Server” section on
2
NoteThe 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.
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 Cisco Unity service release, if any.
–
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 4.0(5) or Later Configuration at
(Note that although the title refers to Cisco Unity 3.1, the document is also valid for
Cisco
Chapter 2 Preparing for the Installation
Unity-CM TSP.
Unity Guide.
Unity Bridge, the Cisco Unity Bridge Installation Guide, Release 3.0, and the
Unity Bridge Networking Guide, Release 3.0. Also, release notes for the applicable
Unity Bridge, if applicable.
Unity Voice Connector for Microsoft Exchange.
Unity Voice Messaging in Anticipation of Migrating to Cisco Unity Unified
Unity 4.0.)
Cisco Unity documentation is available at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/tsd_products_support_series_home.htm
l.
•A blank 3.5-inch 1.44-MB disk for creating an emergency repair disk.
•Two test phones.
Downloading Software for the Installation
This section lists the software needed to install Cisco Unity. Note that if the Cisco Unity DVDs or CDs
you have are earlier than the currently shipping version, you must download additional software.
•Software for All Installations, page 2-3
•Additional Software for Installations with Cisco Unity DVDs or CDs Earlier Than the Currently
Shipping Version, page 2-4
Also note the following considerations:
•The downloads may total 200 MB or more. 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.
•The downloads are all self-extracting executable files. When all downloads are complete, extract the
updates and burn CDs that contain the extracted files. Then delete the downloaded .exe files to free
disk space.
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Chapter 2 Preparing for the Installation
CautionUntil you have installed all of the recommended service packs and updates, and, optionally,
Cisco Security Agent for Cisco
installed on the Cisco
the Cisco
Unity server to the network to install software. Instead, burn CDs that contain the
downloaded software, and install the software from the CDs.
•The Cisco Unity documentation instructs you when to install the software you download.
Software for All Installations
Download the following software for all installations. Even if you have Cisco Unity DVDs or CDs 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.
Cisco Unity Service Release
The applicable Cisco Unity service release (a rollup of Cisco Unity engineering specials), if available.
Refer to the “Downloading Service Release
Service Release
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_release_notes_list.html. Note that if
there are no release notes available, a service release has not been released.
1 at
Downloading Software for the Installation
Unity and virus-scanning software, third-party components
Unity server have significant security vulnerabilities. Do not connect
1” section of Release Notes for Cisco Unity <Version>
Microsoft Service Packs
The latest service packs recommended for use with Cisco Unity, if any were qualified after the currently
shipping Cisco
Unity version was released. Available on the Microsoft website. Also download or print
the installation instructions.
To determine the service packs that are recommended, refer to Recommended Service Packs and Updates
packs that were recommended when the currently shipping version was released are available on the
Cisco
Unity 4.x Software Download page at http://www.cisco.com/cgi-bin/tablebuild.pl/unity-40.)
Burn the extracted updates onto a CD labeled “Cisco Unity <Version> Post-Installation.” This is the
same disc onto which you would have burned the Cisco
Microsoft Updates
Unity service release, if available.
The latest updates recommended for use with Cisco Unity. Available on the Microsoft Updates for
Cisco
Unity Software Download page at
http://www.cisco.com/cgi-bin/tablebuild.pl/unity_msft_updates. (Updates that were recommended
when the currently shipping version of Cisco Unity was released are on the Cisco Unity Post-Install CD,
but the download page is updated monthly, so you should check for new updates even if you have the
CD.)
NoteTo access the software download page, you must be logged on to Cisco.com as a registered user.
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Chapter 2 Preparing for the Installation
Determining the Drive Locations for Files on the Cisco Unity Server
Cisco Security Agent for Cisco Unity (Optional)
Cisco Security Agent for Cisco Unity is available on the Cisco Unity Crypto Software Download page
at
http://www.cisco.com/cgi-bin/tablebuild.pl/unity3d. Refer to Release Notes for Cisco Security Agent
for Cisco Unity at
http://www.cisco.com/en/US/products/sw/voicesw/ps2237/prod_release_notes_list.html for
information on supported configurations, and for download and installation instructions.
Because of export controls on strong encryption, the first time you download Cisco Security Agent for
Cisco
Unity, you need to fill out a brief questionnaire. Follow the on-screen prompts.
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
Unity <Version>” section of the applicable Release
Determining the Drive Locations for Files on the Cisco Unity
Server
You plan drive locations for application, log, and database files on the Cisco Unity server:
•To maximize performance, data integrity, and reliability for Cisco Unity, Microsoft Exchange, and
SQL Server transaction logs.
•To maximize performance, data storage, and access capacity for Cisco Unity data.
2-4
The way in which logical drives on the Cisco Unity server are set up and the drive locations for
application, log, and database files depend on the platform overlay of the Cisco
RAID volume configuration used.
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Unity server and the
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