Cisco Unified Web and E-Mail Interaction
Manager Installation Guide
For Unified Contact Center Express
Release 4.2(1)
June 2009
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Cisco Unified Web and E-Mail Interaction Manager Installation Guide: For Unified Contact Center Express
Appendix B: Path to Maintenance Release 4.2(5)....................................................................104
6 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
Preface
About this guide
Document conventions
Other learning resources
Welcome to Cisco® Interaction Manager™, multichannel interaction software used by businesses all over the
world to build and sustain customer relationships. A unified suite of the industry’s best applications for web and
email interaction management, it is the backbone of many innovative contact center and customer service
helpdesk organizations.
Cisco Interaction Manager includes a common platform and one or both of the following applications:
Cisco Unified Web Interaction Manager (Unified WIM)
Cisco Unified Web and E-Mail Interaction Manager Installation Guide is intended for installation engineers,
system administrators, database administrators, and others who are responsible for installing and maintaining
your Cisco Interaction Manager installation.
This guide is for installations that are integrated with Cisco Unified Contact Center Express (Unified CCX).
Important: In this release, Unified WIM is not integrated with Unified CCX.
Document conventions
This guide uses the following typographical conventions.
ConventionIndicates
ItalicEmphasis.
Or the title of a published document.
BoldLabels of items on the user interface, such as buttons, boxes, and lists.
Or text that must be typed by the user.
Monospace
Variable User-specific text; varies from one user or installation to another.
Document conventions
The name of a file or folder, a database table column or value, or a command.
8 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
Other learning resources
Various learning tools are available within the product, as well as on the product CD and our web site. You can
also request formal end-user or technical training.
Online help
The product includes topic-based as well as context-sensitive help.
UseTo view
Help button
F1 keypad buttonContext-sensitive information about the item selected on the screen.
Online help options
Document set
Unified WIM and Unified EIM documentation is available in the
includes the following documents:
Cisco Unified Web and E-Mail Interaction Manager System Requirements
Cisco Unified Web and E-Mail Interaction Manager Browser Settings Guide
Cisco Unified Web and E-Mail Interaction Manager Administration Console User’s Guide
Cisco Unified Web and E-Mail Interaction Manager Agent Console User’s Guide
Cisco Unified Web and E-Mail Interaction Manager Knowledge Base Console User’s Guide
Cisco Unified Web and E-Mail Interaction Manager Reports Console User’s Guide
Cisco Unified Web and E-Mail Interaction Manager Supervision Console User’s Guide
Cisco Unified Web and E-Mail Interaction Manager System Console User’s Guide
Topic s i n Cisco Unified Web and E-Mail Interaction Manager Help; the Help
button appears in the console toolbar on every screen.
Documents
folder on the product CD. It
Cisco Unified Web and E-Mail Interaction Manager Tools Console User’s Guide
The latest versions of all Cisco documentation can be found online at http://www.cisco.com
All Unified EIM documentation can be found online at
Designing the right configuration for your business is the first step toward setting up a robust and scalable
system. Configuration options for Cisco Interaction Manager are many—ranging from a simple single-server
installation to many flavors of distributed installations. This chapter describes available configuration options,
best practices for distributed-server installations, and considerations that will help you determine how many
partitions to install. See Cisco Unified Web and E-Mail Interaction Manager Solutions Reference Network Design Guide for deployment recommendations for various scenarios.
A reference sheet is provided on page 97 to help you record your configuration choices and related details. You
will need to refer to this sheet often during the installation process.
If this installation is the first step towards installing Maintenance Release (MR) 4.2(5), refer to “Appendix B:
Path to Maintenance Release 4.2(5)” on page 104 for a flowchart depicting the various tasks that must be
completed to get to MR 4.2(5).
Configuration options
A Cisco Interaction Manager installation has five components. They are:
1.File server, which is always installed on the same machine as the primary application server
2.Database
3.Application server
4.Web server, which in the case of Unified WIM is installed on a separate machine outside the firewall for
security reasons
5.Services server
You can install these components in any of the following three types of configuration:
1.Single server or collocated: All components are on a single server. This is the simplest type of
configuration. A true single-server deployment is possible only for Unified EIM installations. If the
installation includes Unified WIM, it becomes a collocated deployment, where the web server is installed on
a separate machine outside the firewall.
2.Split server or collocated:
other components are on the other server. A true split-server deployment is possible only for Unified EIM
installations. If the installation includes Unified WIM, it becomes a collocated deployment, where the web
server is installed on a separate machine outside the firewall.
3.Distributed server: Components are distributed over three or more servers. A wide range of options is
available for distributed-server configurations (See Cisco Unified Web and E-Mail Interaction Manager
Solutions Reference Network Design Guide and Cisco Unified Contact Center Express (CCX) Configuration
& Ordering Tool for deployment recommendations). The database is usually installed on a dedicated server,
and the other components are spread over two or more servers. If the installation includes Unified WIM, the
web server is installed on a separate machine outside the firewall.
Components are split across two servers. The database is on one server, while all
11
Additional partitions
Meant for enterprise-wide deployments, a single installation of Unified WIM and Unified EIM can be used by
independent business units in an organization with the help of separate business partitions. While the hardware
and software is common for all partitions, system resources and business objects are stored and managed
separately for each partition. Create additional partitions if you want to:
Segregate data between business units in your enterprise.
Serve multiple customers from a single installation.
Additional business partitions are ideal for organizations where business units (or clients, in the case of an
outsourced services provider) do not need to share customer, interaction, or product information. For example, a
bank that serves individual retail consumers as well as corporations might want two partitions as the product
offerings and customer service needs for these segments are different. Partitions can also be used for different
geographies. The same bank, to continue with our example, might choose to use separate partitions for their US
and China businesses because of legal and regulatory needs.
The installation program, by default, sets up two partitions:
1.The System partition, which is shared by all business partitions
2.A business partition with one department
You can create additional business partitions by using the installation program (see “Additional partitions” on
page 76).
Each partition is created with one department.
departments within a partition share system resources and can also share specific business resources. Additional
departments are created in the Administration Console. See Cisco Unified Web and E-Mail Interaction Manager Administration Console User’s Guide for more information.
While partitions do not share system resources or business objects,
12 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
Pre-installation
tasks
Verifying system requirements
Collecting required information
Configuring environment variables
Verifying SQL Server authentication settings
Verifying state of Microsoft Search service
Setting up user accounts and permissions
Verifying directory names
Creating WebLogic domains
Configuring virus scanner
Verifying Network Configuration
Verifying Unified CCX installation
This chapter describes pre-installation procedures. It is important to perform these procedures carefully. As you
need to prepare the installation environment in advance, read this installation guide and the following documents
before planning and implementing the installation:
Cisco Unified Web and E-Mail Interaction Manager Release Notes
Cisco Unified Web and E-Mail Interaction Manager System Requirements
Cisco Unified Web and E-Mail Interaction Manager Solutions Reference Network Design Guide
Verifying system requirements
Bandwidth and hardware requirements
To verify bandwidth and hardware requirements:
Confirm that the bandwidth and servers required for the configuration of your choice is available. The
following resources will help you determine these requirements:
Cisco Unified Web and E-Mail Interaction Manager System Requirements
Cisco Unified Web and E-Mail Interaction Manager Solutions Reference Network Design Guide
Cisco Unified Contact Center Express (CCX) Configuration & Ordering Tool
Cisco Customer Response Solutions (CRS) Software and Hardware Compatibility Guide
Software requirements
Cisco Unified Web and E-Mail Interaction Manager System Requirements lists the software environment that
must be set up on the various server-class machines. Create the environment in the following order.
To set up the required software environment:
1.On the web and application server machines:
a.Install BEA® WebLogic Server™ 8.1 SP 6 (included on the Cisco product CD).
b.Create WebLogic domains (see “Creating WebLogic domains” on page 17 for the procedure); make
sure you choose Sun JDK.
2.On the services server machines in distributed-server configurations:
Install JDK 1.4.2_11 (included on the Cisco product CD with BEA® WebLogic Server).
3.On the database server machine:
a.Make sure that the following three services are running: NT LM Security Support Provider service,
Remote Procedure Call (RPC) service, and the Remote Procedure Call (RPC) Locator service.
b.Install Microsoft® SQL Server® 2000 SP 4. Select the default SQL instance while installing SQL
Server.
c.Verify that the SQL collation setting is:
14 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
SQL_Latin1_General_CP1_CI_AS
d.Enable mixed-mode authentication.
e.In SQL Enterprise Manager, ensure that the Full-text Search service is running.
4.Ensure that an accessible POP3 server is running.
Collecting required information
To collect required information:
Use the reference sheet provided in Appendix A (page 97) to gather the information that you will need
during the installation process.
Configuring environment variables
To configure environment variables on all application and services server machines:
1.Ensure that the JDK path is added to the
BEA_Home
2.Set the
\JDK142_11\bin.
TEMP
environment variable to point to some physical location on the system. For example,
path
environment variable. For example,
Verifying SQL Server authentication settings
To verify the authentication mode of SQL Server:
1.Go to Start > Programs > Microsoft SQL Server > Enterprise Manager.
2.Browse to Microsoft SQL Servers > SQL Server Group > Server_Name.
3.Right-click Server_Name and click Properties.
4.In the SQL Server Properties window, go to the Security tab.
C:\temp
.
Pre-installation tasks 15
5.Verify that the SQL Server authentication mode is set to SQL Server and Windows. If authentication is set to
Windows only, then the application won’t be able to connect to the database.
Verify SQL Server authentication
Verifying state of Microsoft Search service
To verify the state of the Microsoft Search service:
1.Go to Start > Programs > Administrative Tools > Services.
2.Ensure that the Microsoft Search service is running.
This service is required for text searches.
Setting up user accounts and permissions
You will need administrator privileges on the local system to perform the installation.
To set up user accounts and permissions:
1.Create a domain user account for exclusive use by Cisco Interaction Manager.
Caution: Do not change the password of the domain account after Cisco Interaction Manager is
installed. The system becomes inaccessible if the password is changed later.
2.Add this account to your local administrator group. Use this account to install and configure the system.
16 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
3.Verify that the IIS service is running. In a single-server or split-server configuration, you can run the system
using the local system account. In a collocated or distributed-server configuration, a domain account must be
used.
Verifying directory names
To verify directory names:
Ensure that the names of your BEA, WebLogic, and JDK home directories do not contain any spaces.
Creating WebLogic domains
You need to create WebLogic domains for each application server in your configuration before starting the
installation program. The procedures for creating the WebLogic domain for the primary application server and
that for secondary application servers is different.
Creating a WebLogic domain for the primary application server
To create the WebLogic domain for the primary application server:
2.In the Create or Extend a Configuration window, select Create a new WebLogic configuration.
Choose to create a new WebLogic configuration
20 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
3.In the Select a Configuration Template window, select Basic WebLogic Server Domain.
Choose configuration template
In the Choose Express or Custom Configuration window, select the Custom configuration option.
4.
Choose custom configuration
Pre-installation tasks 21
5.In the Configure the Administration Server window, provide the name of the server you want to create.
Important: The server name should be different than that of the primary application server.
Configure the administration server
6.In the Manage Servers, Clusters, and Machines Options window, select No.
Select No to skip the configuration of Managed Servers, Clusters, and Machines
22 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
7.In the Database (JDBC) Options window, select No.
Select No to skip the configuration of Database (JDBC) components
8.In the Messaging (JMS) Options window, select No.
Select No to skip the configuration of Messaging components
Pre-installation tasks 23
9.In the Configure Administrative Username and Password window, configure the user name and password of
the WebLogic administrator.
Create administrative user
10. In the Configure Windows Options window, select No for both options.
Configure Windows options
11. In the Configure Server Start Mode and Java SDK window, select the following options:
In the WebLogic Configuration Startup Mode section, select the start mode to be Production Mode.
24 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
In the Java SDK Selection section, in the BEA Supplied SDKs list select Sun SDK 1.4.2_11.
Configure server start mode and Java SDK
12. In the Create WebLogic Configuration window, select the administration server you created in Step 5
(page 22) and click
Create to complete the process of creating the domain.
Important: The domain name should be different than that of the primary application server.
Create WebLogic configuration
After creating the WebLogic domain, you can verify that it has been created successfully. For details see
“Verifying WebLogic domains” on page 26.
Pre-installation tasks 25
Verifying WebLogic domains
After creating a WebLogic domain, you can verify that it has been created successfully.
To verify a WebLogic domain:
1.Go to BEA_Home \
2.Verify that there is a folder with the same name that you provided while creating the WebLogic domain.
user_projects\domains.
Configuring virus scanner
Ensure that the virus scanner is configured to allow sending emails through the SMTP port (Port 25). In a
distributed installation, configure this setting on the services server.
Verifying Network Configuration
These tasks must be completed in all collocated, split-server, and distributed-server configurations.
To verify network configuration:
1.Ensure that all machines in the configuration are in the same network domain. Note that the application
cannot be installed in a workgroup.
2.Ensure that all the machines are in the same LAN.
3.Ensure that the system clocks of all the machines are synchronized.
Verifying Unified CCX installation
Verify that Unified CCX has been installed and configured on one or more MCS servers. Refer to the Unified
CCX documentation for details. Also, verify that these servers are in the same local area network as the Cisco
Interaction Manager servers and are accessible from the Cisco Interaction Manager servers.
26 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
Installation
process
Installing a single-server or collocated configuration
Installing a split-server or collocated configuration
Installing a distributed-server configuration
This chapter helps you install the product in the configuration you have chosen (see “Configuration options” on
page 11). It describes the process of installing single-server, split-server, and distributed-server configurations.
Before beginning the installation, ensure that you have complied with all the prerequisites listed in “Pre-
installation tasks” on page 13.
Installing a single-server or collocated configuration
A true single-server deployment is possible only for Unified EIM installations. If the installation includes
Unified WIM, it becomes a collocated deployment, where the web server is installed on a separate machine
outside the firewall.
To install a single-server or collocated configuration:
1.Run
Setup.exe
from the product CD.
2.When the Introduction window appears, read the installation instructions.
3.In the License Agreement window, review the licensing terms and select the I accept the terms of the License Agreement option.
Read and accept the terms of the License Agreement
4.In the Installation Options window, select the components to install.
If it you are installing only Unified EIM, you can set up a pure single-server configuration. In this case,
select the following options:
File Server
Application Server
Web S erver
Services Server
Database
28 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
Select installation options for a single-server Unified EIM installation
If it you are installing both applications or only Unified WIM, use a collocated configuration, where the web
server is installed on a separate machine outside the firewall. In this case, select the following options:
File Server
Application Server
Services Server
Database
Select installation options for a collocated installation that includes Unified WIM
Installation process 29
5.Type the path or browse to the BEA and WebLogic home directories.
Provide the path to the BEA and WebLogic home directories
6.Type the path or browse to the JDK home directory.
Provide the path to the JDK home directory
30 Cisco Unified Web and E-Mail Interaction Manager Installation Guide
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