Installing and

Upgrading Cisco
Unified
Communications
Manager
Getting Started with Cisco Unified Communications Manager

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-1

Outline
Cisco Unified Communications Manager Installation and Upgrade
Cisco Unified Communications Manager Basic Installation
Cisco Unified Communications Manager Upgrade During Install
Cisco Unified Communications Manager Windows Upgrade
Cisco Unified Communications Manager Upgrade

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CIPT1 v6.01-2

Cisco Unified Communications Manager

Installation and Upgrade

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CIPT1 v6.01-3

Releases and Upgrade Paths

2005

2006

2007

Windows Server 2000

Release 3.X

3.3(5)
Windows Server 2003

Windows Server 2000

Release 4.X

4.0(2a)

4.1(3)

4.2(1)

4.2(3)

4.3(1)

Appliance
5.0(4)

Release 5.X

5.1(1)

Appliance
Release 6.X

6.0(1)
Appliance-based

Windows-based
Cisco Unified Communications Manager Upgrade Path

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-4

Cisco Unified Communications Manager

Installation and Upgrade Options
Option
Basic install

Description
Install operating system and Cisco Unified Communications
Manager application software from bootable DVD.

Upgrade during
install

Basic install from bootable DVD; upgrade patches are installed

from FTP, SFTP, or local DVD.

Windows upgrade

Upgrade from supported 4.x release. Existing database is

dumped to file server using the Data Migration Assistant tool.
Cisco Unified CM Release 6.x is installed from bootable DVD,
and data previously exported by DMA are imported into Cisco
Unified CM Release 6.x database.

5.x or higher
upgrade

Upgrade from 5.1(x) release or higher can be done from the

platform administration page using FTP or local DVD. Cisco
Unified CM software is updated; no installation from bootable
DVD is required.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-5

Software Sources
From DVD
The operating system and Cisco Unified Communications
Manager application are copied from the Installation DVD.
Configuration information is prompted immediately before the
operating system and application installation.
Pre-Installed
The operating system and Cisco Unified Communications
Manager application are preloaded at the Cisco factory and
shipped. Configuration information is prompted when the
system is powered on.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-6

Installation Disc
One installation DVD includes:
Operating system
Three products or product suites
Cisco Unified
Communications Manager
Cisco Unity Connection
Cisco Unified
Communications Manager,
Business Edition
Hardware configuration is part of
install process

Note: All other discussion following this point assumes that the first option
Cisco Unified Communications Manager is selected.

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CIPT1 v6.01-7

Hardware Configuration
Hardware configuration is
integrated with the Cisco
Unified Communications
Manager installation
process.
The installation process
checks for correct hardware
configuration, unsupported
platforms, and minimum
hardware requirements.
The installation disc
automatically configures the
correct BIOS and RAID
settings.

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CIPT1 v6.01-8

Cisco Unified Communications Manager

Basic Installation

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CIPT1 v6.01-9

Basic Installation

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CIPT1 v6.01-10

Important Configuration Information

Field

Description

DHCP

Static or dynamic configuration of Server IP, hostname etc.

Options: Yes/No. If No, the hostname, IP address, IP mask,
and gateway have to be defined manually.

DNS Enabled

If DNS server exists in your network, enter Yes. When DNS is

not enabled, only IP addresses have to be used to reach all
network devices in your Cisco Unified Communications
network.

First Node

If Yes, the first Cisco Unified Communications Manager node

in the cluster is configured.

NTP

When enabled, this server will act as a NTP server and provide
time updates to the subsequent nodes in the cluster.

Security Password

Servers in the cluster use the security password to

communicate with one another. The password must contain at
least six alphanumeric characters.

SMTP

This field specifies the name of the SMTP host that is used for
outbound e-mail. You must fill in this field if you plan to use
electronic notification.

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CIPT1 v6.01-11

Installation Procedures for Basic Install

(Using Installation DVD)
Starting the installation.
Boot the server with the installation DVD.
Verify the integrity of the DVD if installing from this DVD for the first time.
Select Cisco Unified Communications Manager.
Choose to overwrite the hard disk (otherwise installation will abort).
Platform Installation Wizard.
Select No at the Apply Additional Releases window.
Select No at the Import Windows Data window.
Continue with Entering the Basic Install Information window.
Time Zone, NIC, Network Settings, Certificates, Logins and Passwords, etc. as
prompted.
Operating system and application will be installed after all installation information has
been entered.

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CIPT1 v6.01-12

Basic Installation Flow (Installation DVD)

Boots from DVD
At Product
Deployment
Selection
Select Unified CM

Import
Windows
Data

NIC Speed
And Duplex
Configuration

Configure
DNS and
Domain

NTP Client
Config

Administrator
Login
Config

Database
Access
Security
Config

Certificate
Information

SMTP
Host
Config

Configure
SMTP Host
Address

No
Proceed
with
Install

Basic
Install
Continue

Yes

Use
DHCP

Yes

Application
User
Config

No
Yes

Platform
Installation
Wizard

TimeZone
Configuration

Static
Network
Configuration

No

Proceed

Apply
No
Additional
Releases

Platform
Config
Confirmation

No
No
Auto
Negotiation
Config
YesYes

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DNS
Client
Config

Yes

No

Publisher
Config

Yes

No

Publisher
Address and
Security
password

Platform
Configuration
Completed
OS and Application
Installation
Scripts Starts
CIPT1 v6.01-13

Installation Procedures for Basic Install

(Preinstalled)
Boots up from the hard disk (with operating system and application preinstalled).
Enter Pre-existing configuration information.
Insert USB key with configuration file.
Platform Installation Wizard (if no USB configuration file is present).
Select No at the Apply Additional Releases window.
Select No at the Import Windows Data window.
Continue entering the Basic Install information (if no USB configuration file).
Time zone, NIC, network settings, certificates, logins, passwords, etc.
Configuration scripts will run after the configuration information has been
collected, and network services will be restarted.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-14

Basic Installation Flow (Preinstalled)

Boots from
Hard disk

Yes

Existing
USB
Or Disk with
Pre-existing
Config
File

Import
Windows
Data

Configure
DNS and
Domain

Basic
Install
Continue

Use
DHCP

Yes
Administrator
Login
Config

Database
Access
Security
Config

Certificate
Information

SMTP
Host
Config

Application
User
Config

No

TimeZone
Config

Static
Network
Config

Yes
Platform
Config
Confirmation

No

Proceed
No
Apply
Additional
Releases

Configure
SMTP Host
Address

NTP Client
Config

No

No

Platform
Installation
Wizard

NIC Speed
And Duplex
Config

No
Auto
Negotiation
Config
Yes

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DNS
Client
Config
No

Yes

Publisher
Config
No

Yes

Subscriber
Address and
Security
password

Platform
Configuration
Completed
Configuration
Scripts Starts
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Cisco Unified Communications Manager

Upgrade During Install

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CIPT1 v6.01-16

Apply Additional Release

Upgrade During Install option
Is selected when you select
Yes at the Apply Additional
Release window
Performs a basic install and
allows the system to be
upgraded to a specific patch
level
Obtains upgrade patch from a
remote source or local DVD
source
Installs multiple patches if
desired

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CIPT1 v6.01-17

Installation Procedures for Upgrade

During Installation
Starting the installation.
Boot the server with the installation DVD.
Verify the checksum for the DVD.
Choose to overwrite the hard disk.
Platform Installation Wizard.
Select Yes at the Apply Additional Releases window.
Installation of operating system and application will start.
When installation has completed, appliance will reboot.
After reboot, choose Upgrade Retrieval Mechanism.
Local: Specified path and file name.
FTP/SFTP: Configure Network Settings and enter the location and login
information for the remote file server.

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CIPT1 v6.01-18

Installation Procedures for Upgrade

During Installation (Cont.)
Upgrade will start.
When upgrade has completed, appliance will reboot.
After reboot, at the Entering Pre-existing Configuration Information dialog box, insert USB
or disc if you have pre-existing configuration information.
Platform Installation Wizard.
Select No at the Apply Additional Releases window.
Select No at the Import Windows Data window
(if you have no existing Windows DMA data).
Continue entering the Basic Install information if no USB or disc with pre-existing
configuration information has been inserted.
Time zone, NIC, network settings, certificates, logins, passwords, etc.
Configuration scripts will run after the configuration information has been collected, and
network services will be restarted.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-19

Upgrade During Installation Flow

Boots from DVD
And at Product
Deployment
Selection
Select Unified CM

Install OS,
Application
And reboots

Proceed
with
Install

Upgrade
Retrieval
Mechanism

Yes

Platform
Installation
Wizard

NIC Speed
And Duplex
Configuration

Remote

Use
DHCP

Configure
DNS and
Domain

Yes
Remote
Patch
Configuration

No

Local
Retrieve
Upgrade
From CD
Or DVD

Static
Network
Configuration

Install
Upgrade
Patch and
reboots

Proceed

Apply
Yes
Additional
Releases

No
Auto
Negotiation
Configuration
Yes

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DNS
Yes
Client
Configuration
No
CIPT1 v6.01-20

Upgrade During Installation Flow (Cont.)

Reboots from
Hard disk

NIC Speed
And Duplex
Configuration

Import
Windows
Data

Configure
DNS and
Domain

NTP Client
Configuration

Configure
SMTP Host
Address

No
Yes

USB
Or Disk with
Pre-existing
Config File

Basic
Install
Continue

Yes

Use
DHCP

No

Administrator
Login
Configuration

Database
Access
Security
Configuration

Application
User
Configuration

No

Platform
Installation
Wizard

Static
Network
Configuration

TimeZone
Configuration

Yes
Certificate
Information

SMTP
Host
Config

Platform
Configuration
Confirmation

Proceed
No
No
Apply
Additional
Releases

No
Auto
Negotiation
Configuration
Yes

2008 Cisco Systems, Inc. All rights reserved.

Yes
DNS
Client
Configuration
No

Yes
Publisher
Configuration
No

Subscriber
Address and
Security
password

Platform
Configuration
Completed
Configuration
Scripts Starts
CIPT1 v6.01-21

Upgrade During Installation

(Retrieval Mechanism)
Choose the mechanism for retrieving the upgrade file
SFTP
FTP
Local

The following windows show the procedure for configuring

the network settings before you can retrieve the file for
upgrading from a remote source.
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Upgrade During Installation

(Remote Patch Access Information)
Location and login information for remote file server

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CIPT1 v6.01-23

Upgrade During Installation

(Patch Location)
Patch directory and patch name (optional) of the local
disc that contains the upgrade patches

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CIPT1 v6.01-24

Cisco Unified Communications Manager

Windows Upgrade

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CIPT1 v6.01-25

Installation Procedures for

Windows Upgrade
The Cisco Unified CallManager Release 4.x has to be backed up using Cisco BARS.
The Cisco Data Migration Assistant (DMA) is used to export the database content to a
file server.
Installation of Cisco Unified Communications Manager Release 6.x.
Server is booted with the installation DVD.
The system hard disk needs to be overwritten.
Platform Installation Wizard has to import Windows data.
Installation of operating system and application will start.
After completed installation, the Cisco DMA retrieval mechanism loads the exported
4.x data file from these devices:
A local path by file name.
A FTP/SFTP server with given network settings, location, and login.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-26

Cisco Data Migration Assistant

Cisco Unified CallManager 4.2(3)
Publisher
DMA

DMA exports
TAR file or tape.

Network Share
Server

Cisco Unified Communications

Manager Release 6.0(1) Publisher
S/FTP

Cisco Unified CM
Release 6.0(1)
installation imports
file.

Appliance

The Cisco Data Migration Assistant (DMA) is a tool for migrating

configuration information when upgrading from a Windows-based
Cisco Unified Communications Manager release to an appliancebased Cisco Unified Communications Manager release.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-27

Data Not Exported by Cisco DMA

Custom MOH files
User must reinstall on all servers after upgrade to Release 6.0(1).
Custom TFTP phone load files and custom background images.
User must reapply after upgrade to Release 6.0(1).
Files on Cisco Unified Communications Manager subscriber servers.
Subsequent nodes obtain required information from the first node as part
of the Cisco Unified Communications Manger upgrade process.
Cisco Unified Communications Manager Administrator user ID needs to be
set during installation.
There is no longer a default CCMAdministrator user ID in Cisco Unified
CM Release 6.x.
User names are migrated, but passwords and pins are not.
You will define a standard password or pin for all usernames during the
upgrade and ask users to change from CCMUser pages.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-28

Windows Upgrade Installation Option

Windows Upgrade option
Is selected at the Import
Windows Data window
Installs Cisco Unified
Communications Manager
Release 6.x and imports data
from a Cisco Unified
CallManager Release 4.x
Obtains Data Migration
Assistant (DMA) data file from a
remote source or local DVD
Requires install and run DMA
on a Cisco Unified CallManager
4.x

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-29

Cisco Unified Communications Manager

Upgrade

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CIPT1 v6.01-30

Cisco Unified Communications Manager

Release 5.x and 6.x Upgrades
Upgrades from Release 5.x or higher is done from the Cisco Unified Operating System
Administration page.
Cisco Unified Communications Manager provides dual partitions.
Holds two copies of the Cisco Unified Communications Manager software and
database (active and inactive partitions).
Upgrade Process.
Perform a backup using Disaster Recovery System (DRS).
Start the installation of the new version (performed in the background while current
version is operating).
After new version has been installed to inactive partition, reboot, switching to new
version.
Cisco Unified Communications Manager will boot from partition where new version
has been installed.

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CIPT1 v6.01-31

Dual Partitions
Dual partitions each have Unified
Communications Manager software and
database.
Enables continued operation when you
upgrade software.
Upgrade software installs on the inactive
partition.
Activates the upgraded software by switching
versions during reboot.
Current active partition becomes inactive and
retains current old software until next
upgrade.
If versions are switched before next upgrade,
you revert to previous version.
System maintains two versions of software
(does not apply to Release 4.x upgrades).

2008 Cisco Systems, Inc. All rights reserved.

Active
Partition

Inactive
Partition

5.1(1)
6.0(1)

5.1(1)
6.0(1)

CIPT1 v6.01-32

Installation Procedures for Cisco Unified

Communications Manager Upgrade
Back up the existing Cisco Unified Communications Manager Release 5.1(1)
system using the Cisco Unified Communications Manager Disaster Recovery
System (DRS).
Ensure that SFTP/FTP server is available to perform the upgrade remotely or that
an upgrade image is available on DVD to perform the upgrade locally.
Log in to the Cisco Unified Operating System Administration page and start the
upgrade.
Cisco Unified Communications Manager upgrades can be done without affecting
call processing, and server can be rebooted later during a service window after the
upgrade.
Install updated license file (if required).
Reboot and switch version on publisher and wait until it is initialized and fully
operational.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-33

Upgrade Process on Cisco Unified

Communications Manager Platforms 5.x and 6.x
Cisco Unified Operating System Administration > Software Upgrades >
Install/Upgrade

Cisco Unified Operating System Administration allows upgrades

from local sources and FTP or SFTP servers.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-34

Summary
Upgrades from versions 3.x, 4.0(2), 5.0(x) to 6.x are not supported.
Cisco Unified Communications Manager basic installation can be
performed from bootable DVD or factory pre-installed systems.
Using the Upgrade During Install option saves time when applying
service release updates.
The Cisco Unified Communications Manager administrators user ID
can be freely chosen. The account CCMAdministrator is no longer
mandatory.
Upgrades from version 5.1x to 6.x can be done via Cisco Unified
Operating System Administration Software Upgrade.

2008 Cisco Systems, Inc. All rights reserved.

CIPT1 v6.01-35

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CIPT1 v6.01-36