Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) First Published: January 09, 2013 Last Modified: March 22, 2013 Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA 95134-1706 USA http://www.cisco.com Tel: 408 526-4000 800 553-NETS (6387) Fax: 408 527-0883 THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS. THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY. 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CONTENTS Preface Preface v HTTPS Support vi Conventions vi Documentation and service requests vii Documentation feedback vii CHAPTER 1 Before You Install 1 About Cisco Finesse Installation 1 Prerequisites and Recommendations 1 Configuration Worksheet 2 CHAPTER 2 Installation 5 Installation Files 5 Install Cisco Finesse on Primary Node 6 Install Cisco Finesse on Secondary Node 9 CHAPTER 3 Upgrade 13 Perform upgrade 13 Perform rollback 15 CHAPTER 4 Getting Started After Installation 17 Disable Cisco Security Agent 17 Configure CTI Server and Administration & Data Server Settings 18 Restart Cisco Tomcat 20 Ensure agents have passwords 20 Ensure Logout Non-Activity Time for agents is configured 21 Obtain and upload CA certificate 21 Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) iii Contents Agents Sign In to Desktop 23 Configure DNS on clients 24 CHAPTER 5 Frequently Asked Questions 27 Can I Install Cisco Finesse on Something Other Than a Virtual Machine? 27 How Do I Access Log Files? 27 How Do I Access the CLI? 27 Commands Supported for Cisco Finesse 28 Log Collection 28 Cisco Security Agent 29 Cisco Finesse HTTPS Redirect 29 Finesse Services 30 Cisco Finesse Notification Service Logging 31 Upgrade 31 Remote Account Management 32 Replication Status 32 3rdpartygadget Account 33 How Do I Uninstall? 34 How Do I Upgrade? 34 Ports used for Cisco Finesse 34 Network and system services used for Cisco Finesse 35 What Accounts and Passwords Are Defined During Installation? 36 What If the Installation Fails? 37 What Unified CCE Peripheral Gateway Type Is Supported for Finesse? 38 Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) iv Preface This guide explains how to install Cisco Finesse, and how to perform initial tasks so that agents and supervisors can sign in to the Finesse desktop. This guide is prepared for system engineers and administrators who are responsible for the installation of, and initial access to, Cisco Finesse. Note A printed copy of this document might not represent the latest Cisco product information available. To find out whether this guide has been updated for this release, you can locate the document and check the cover date on Cisco.com at this URL: http://www.cisco.com/en/US/products/ps11324/prod_installation_ guides_list.html. In addition to this preface, this guide is arranged as follows: This Chapter Covers Before You Install An overview of Cisco Finesse A configuration worksheet for gathering information needed for the installation Installation Obtaining the installation files Completing the Installation Wizard configuration screens A list of the processes that occur during the installation Installing Cisco Finesse on a secondary node Upgrade Performing an upgrade Performing a rollback Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) v Preface HTTPS Support This Chapter Covers Getting Started After Installation Disabling Cisco Security Agent Configuring system and database settings in the Administration Console Restarting Cisco Tomcat Verifying that agents have passwords in Cisco Unified Contact Center Enterprise Configuration Manager Verifying that the logout non-activity time is configured in Cisco Unified Contact Center Enterprise Configuration Manager Signing in to the Finesse Agent Desktop Configuring DNS on Finesse clients Frequently Asked Questions Tips and frequently asked questions • Cisco Finesse User Guides are available on Cisco.com and include this installation guide, Release Notes for Cisco Finesse , and the Cisco Finesse Administration and Serviceability Guide. Direct your browser to http://www.cisco.com/en/US/products/ps11324/tsd_products_support_series_ home.html. • Finesse Troubleshooting Tips are at this location: http://docwiki.cisco.com/wiki/Troubleshooting_ Cisco_Finesse. • HTTPS Support, page vi • Conventions, page vi • Documentation and service requests, page vii • Documentation feedback, page vii HTTPS Support Cisco Finesse supports both HTTP and secure HTTP (HTTPS). Administrators can sign in to the Administration Console using HTTP or HTTPS. Agents and supervisors can sign in to the Cisco Finesse Agent Desktop using either HTTP or HTTPS. Administrators can run the Cisco Finesse HTTPS Redirect CLI command to enforce HTTPS access for both the Administration Console and the Agent Desktop. For more information, see Cisco Finesse HTTPS Redirect. This guide uses HTTP for all example URLs. Conventions This manual uses the following conventions: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) vi Preface Documentation and service requests Convention Description boldface font Boldface font is used to indicate commands, such as user entries, keys, buttons, and folder and submenu names. For example: • Choose Edit > Find. • Click Finish. italic font Italic font is used to indicate the following: • To introduce a new term. Example: A skill group is a collection of agents who share similar skills. • For emphasis. Example: Do not use the numerical naming convention. • A syntax value that the user must replace. Example: IF (condition, true-value, false-value) • A book title. Example: See the Cisco CRS Installation Guide. window font Window font, such as Courier, is used for the following: • Text as it appears in code or that the window displays. Example: <html><title>Cisco Systems,Inc. </title></html> < > Angle brackets are used to indicate the following: • For arguments where the context does not allow italic, such as ASCII output. • A character string that the user enters but that does not appear on the window such as a password. Documentation and service requests For information on obtaining documentation, submitting a service request, and gathering additional information, see the monthly 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 Subscribe to the What's New in Cisco Product Documentation as a Really Simple Syndication (RSS) feed and set content to be delivered directly to your desktop using a reader application. The RSS feeds are a free service and Cisco currently supports RSS version 2.0. Documentation feedback You can provide comments about this document by sending email to the following address: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) vii Preface Documentation feedback mailto:[email protected] We appreciate your comments. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) viii CHAPTER 1 Before You Install • About Cisco Finesse Installation, page 1 • Prerequisites and Recommendations, page 1 • Configuration Worksheet, page 2 About Cisco Finesse Installation Cisco Finesse is installed on a virtual machine as a primary or secondary node. The installation screens refer to the primary node as the first node. Finesse is installed on the Linux-based Unified Communications Operating System (OS). This system is an appliance model or “closed box” developed by Cisco, which does not support navigation into, or manipulation of, the file system. Prerequisites and Recommendations Before you proceed with the installation, note the following requirements and recommendations: • You must have access to a server on which you can install a virtual machine (VM) and you must be familiar with VM installation. See http://cisco.com/go/uc-virtualized for information about supported virtual machines and VMware requirements. • Disable Large Receive Offload (LRO) on the VM. For more information, see http://docwiki.cisco.com/ wiki/Disable_LRO. • You must download the Finesse Open Virtual Appliance (OVA) template and its README.txt. You deploy this template for the installation. • You must have access to a Network Time Protocol (NTP) server. • You must have a valid hostname and domain. • Choose the Finesse hostname, domain, and IP address carefully. After you install Finesse, you cannot change these values. • You must have a preconfigured default router. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 1 Before You Install Configuration Worksheet • You must have a preconfigured Domain Name Server (DNS) and have set up forward and reverse DNS. • The Administration & Data Server database (AWDB) must be configured to use Windows authentication. • The AWDB must be configured to use a Domain user. • You must ensure that the port is the same for the primary and backup Administration & Data Servers. • If Cisco Unified Customer Voice Portal (Unified CVP) is used for queuing, configure Unified CVP to support warm transfer and conference, as described in the section “Using the Warm Transfer feature with SIP calls” in the Configuration and Administration Guide for Cisco Unified Customer Voice Portal (http://www.cisco.com/en/US/products/sw/custcosw/ps1006/products_installation_and_configuration_ guides_list.html) and the section “Network Transfer” in the Cisco Unified Customer Voice Portal Solution Reference Network Design (http://www.cisco.com/en/US/products/sw/custcosw/ps1006/products_ implementation_design_guides_list.html). • In Cisco Unified Communications Manager Administration, under Device > Phone, ensure that Maximum Number of Calls is set to no more than 2 and Busy Trigger is set to 1. • The installation takes about an hour. For most of that time, it can run unattended. • On the installation configuration screens, note that many values (such as hostnames, user IDs, and passwords) are case-sensitive. • Much of the installation requires no action on the part of the person who runs it. When user input is required, use the following keyboard navigation and selection actions. (The installation wizard screens do not recognize a mouse or a touchpad.) Table 1: Installation Wizard Navigation To Do This Press This Key Move to the next field Tab Move to the previous field Alt-Tab Select an option Spacebar Scroll up or down a list Up or Down Arrow keys Go to the previous screen Tab to Back and press the Spacebar Get information about a screen Tab to Help and press the Spacebar Configuration Worksheet Use this configuration worksheet to record network and password information that the basic installation configuration wizard requires. Store this worksheet information for future reference. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 2 Before You Install Configuration Worksheet Important The Finesse hostname, domain, and IP address cannot be changed after Finesse is installed. Table 2: Configuration Worksheet Configuration Data Your Entry Hostname Note The hostname cannot be “local host.” The __________________________ hostname must be the hostname of the server as registered in the DNS. IP Address and Mask __________________________ Gateway (GW) Address __________________________ Primary DNS IP Address __________________________ Secondary DNS IP Address (optional) __________________________ Domain _________________________ Administrator User credentials Administrator User ID: ________________________ (for more information, see What To ensure all CLI commands function correctly, the Note Accounts and Passwords Are Administrator User ID must be administrator (all lower case). Defined During Installation?, on Administrator User Password: _____________________ page 36) Timezone __________________________ Certificate Information Organization:__________________________ Unit:__________________________ Location:__________________________ State:__________________________ Country:__________________________ NTP Server Host Name or IP Address Database Access Security Password NTP Server 1: __________________________ NTP Server 2: __________________________ Security Password: __________________________ Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 3 Before You Install Configuration Worksheet Configuration Data Your Entry Application User credentials (for more information, see What Application User ID: ________________________ Accounts and Passwords Are Defined During Installation?, on Application User Password: _____________________ page 36) A Side CTI Server Hostname or IP Address __________________________ A Side CTI Server Port __________________________ B Side CTI Server Hostname or IP Address __________________________ B Side CTI Server Port __________________________ Peripheral ID (ID of the CallManager PG) __________________________ Primary Administration & Data Server Hostname or IP Address __________________________ Backup Administration & Data Server Hostname or IP Address __________________________ Administration & Data Server Port __________________________ AWDB Domain __________________________ AWDB Name __________________________ Username to access the AWDB This user must be a Domain user. Password to access the AWDB Note Hostname or IP address of the secondary Finesse server __________________________ __________________________ __________________________ __________________________ Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 4 CHAPTER 2 Installation The installation for Cisco Finesse runs from an ISO image and uses an OVA template. You can choose one of two OVA files, depending on the size of your deployment. • Finesse_2000_HTTP_agents_or_1000_HTTPS_agents_v9.1.1_vmv8.ova: Supports up to 2000 agents over HTTP or 1000 agents over HTTPS (maximum of 6000 configured agents). • Finesse_500_HTTP_agents_or_250_HTTPS_agents_v9.1.1_vmv8.ova: Supports up to 500 agents over HTTP or 250 agents over HTTPS (maximum of 3000 configured agents). For more information, see the DocWiki page Virtualization for Cisco Finesse. Note We strongly recommend that you configure a DataStore ISO file on the virtual CD/DVD drive of the target VM to install Finesse. • Installation Files, page 5 • Install Cisco Finesse on Primary Node, page 6 • Install Cisco Finesse on Secondary Node, page 9 Installation Files To install Finesse, you must obtain the following files: • Finesse_2000_HTTP_agents_or_1000_HTTPS_agents_v9.1.1_vmv8.ova (or Finesse_500_HTTP_agents_or_250_HTTPS_agents_v9.1.1_vmv8.ova) This file is the VM template file that you must deploy in your installation. • Finesse_2000_HTTP_agents_or_1000_HTTPS_agents_v9.1.1_vmv8.ova.README (or Finesse_500_HTTP_agents_or_250_HTTPS_agents_v9.1.1_vmv8.ova.README) text file This file contains the format that is supported by the OVA file, as well as the instructions to import it and to edit the virtual machine settings. • Finesse_2000_HTTP_agents_or_1000_HTTPS_agents_v9.1.1_vmv8.ova.md5 (or Finesse_500_HTTP_agents_or_250_HTTPS_agents_v9.1.1_vmv8.ova.md5) Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 5 Installation Install Cisco Finesse on Primary Node This file is a verification file (a checksum that is calculated on the OVA file to ensure it is not modified or corrupted). You can run the following command in Linux to verify the checksum: md5sum Finesse_2000_HTTP_agents_or_1000_HTTPS_agents_v9.1.1_vm8.ova You must purchase the Finesse media kit to obtain the installer. For more information, see the Ordering Guide (http://www.cisco.com/web/partners/downloads/partner/WWChannels/technology/ipc/downloads/CCBU_ ordering_guide.pdf). You can obtain the Cisco Virtual Server (OVA) files needed to create a virtual machine from Cisco.com. Direct your browser to the following URL: http://www.cisco.com/cisco/software/ type.html?mdfid=283613135&flowid=30701. Install Cisco Finesse on Primary Node Perform the following procedure to install Cisco Finesse on a primary node. Procedure Step 1 Follow the instructions in the OVA README.txt file to import and deploy the OVA, to edit VM settings, and to power on the VM and edit the BIOS settings in the console. Note Do not use Thin Provisioning or a VM snapshot when creating a VM to host Cisco Finesse. The use of Thin Provisioning or snapshots can negatively impact the performance of Cisco Finesse operation. Messages appear while the preinstallation script runs. When the preinstallation script ends, the DVD Found screen opens. Step 2 Select Yes on the DVD Found screen to begin the verification of the media integrity and a brief hardware check. If the media check passes, select OK to open the Product Deployment Selection screen. Continue to Step 3. If the media check fails, the installation terminates. Step 3 The Product Deployment Selection screen states that the Cisco Finesse product suite will be installed. This screen has only one choice: OK. Select OK to open the Proceed with Install screen. Step 4 The Proceed with Install screen shows the version of the product that is currently installed (if any) and the version of the product for this ISO. For the initial installation, the version currently installed shows NONE. Select Yes on the Proceed with Install screen to open the Platform Installation Wizard screen. Step 5 Step 6 On the Platform Installation Wizard screen, select Proceed to open the Basic Install screen. Select Continue on the Basic Install screen to launch the Basic Install wizard. The Basic Install wizard launches a series of screens that present questions and options pertinent to the platform and the setup configuration. Help is available for each wizard screen. The first Basic Install wizard screen is Timezone Configuration. Step 7 On the Timezone Configuration screen: a) Use the up and down arrows to locate the local time zone that most closely matches your server location. You can also type the initial character of the time zone to move to that item in the list. The Timezone field is based on country and city and is mandatory. Setting it incorrectly can affect system operation. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 6 Installation Install Cisco Finesse on Primary Node b) Select OK to open the Auto Negotiation Configuration screen. Step 8 On the Auto Negotiation Configuration screen, select whether you want to use automatic negotiation for the settings of the Ethernet network interface card (NIC). If Then The Ethernet NIC attached to your hub or Ethernet switch Select Yes to open the MTU Configuration supports automatic negotiation. screen. Proceed to Step 9. You want to disable autonegotiation and specify NIC speed and duplex settings. Select No to open the NIC Speed and Duplex Configuration screen, where you can manually configure the settings as required for your network. Specify the speed of the NIC in megabits per second. Speed options are 10 or 100. Specify the duplex setting of the server NIC. Options are Full or Half. Select OK to proceed to Step 9. Step 9 In the MTU Configuration screen, select No to keep the default setting for Maximum Transmission Units (1500). Your selection of No opens the Static Network Configuration screen. Step 10 On the Static Network Configuration screen, enter static network configuration values as follows, referring to the Configuration Worksheet if necessary: a) Enter the Host Name. b) Enter the IP Address. c) Enter the IP Mask. d) Enter the GW Address. e) Select OK to open the Domain Name System (DNS) Client Configuration screen. Step 11 On the DNS Client Configuration screen, select Yes to specify the DNS client information. Important DNS client configuration is mandatory for Cisco Finesse. You must select Yes on this screen. If you select No, after the installation is complete, agents will not be able to sign in to the desktop and you will have to reinstall Finesse. Step 12 Specify your DNS client information as follows, referring to the Configuration Worksheet if necessary: a) Enter the Primary DNS (mandatory). b) Enter the Secondary DNS (optional). c) Enter the Domain (mandatory). d) Select OK to open the Administrator Login Configuration screen. Step 13 On the Administrator Login Configuration screen: a) Enter the credentials for the administrator. See What Accounts and Passwords Are Defined During Installation? for the permissions and responsibilities of this administrator. Important The username for this account must be administrator to ensure all CLI commands function correctly. This username is case-sensitive. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 7 Installation Install Cisco Finesse on Primary Node b) Select OK to open the Certificate Information screen. Step 14 On the Certificate Information screen: a) Enter the following data to create your Certificate Signing Request: Organization, Unit, Location, State, and Country. b) Select OK to open the First Node Configuration screen. Step 15 On the First Node Configuration screen, select Yes to indicate that you are configuring the first node. Your selection of Yes opens the Network Time Protocol Client Configuration screen. Step 16 On the Network Time Protocol Client Configuration screen, enter the IP address, NTP server name, or NTP Server Pool name for at least one external NTP server. Note You can add up to five external NTP servers. We recommend that you use a minimum of two. Step 17 After you complete the NTP configuration, select OK. This action opens the Security Configuration screen. Step 18 On the Security Configuration screen, enter the Database Access Security password, and then select OK. Step 19 On the Application User Configuration screen, enter the credentials for the application username. See What Accounts and Passwords Are Defined During Installation? for the permissions and responsibilities of the application user. Select OK to open the Platform Configuration Confirmation screen. This screen states that the platform configuration is complete. Step 20 On the Platform Configuration Confirmation screen, select OK. The installation begins. The installation can take up to an hour to complete and can run unattended for most of that time. During the installation, the monitor shows a series of processes, as follows: • Formatting progress bars • Copying File progress bar • Package Installation progress bars • Post Install progress bar • Populate RPM Archive progress bar • Application Installation progress bars (multiple Component Install screens, security checks) • An informational screen saying the system will reboot momentarily to continue the installation Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 8 Installation Install Cisco Finesse on Secondary Node If you see the following virtual machine question, select Yes, and then click OK: Figure 1: Virtual Machine message • A system reboot Messages stream down your monitor during the reboot. Some of them prompt you to press a key. Do not respond to these prompts to press a key. • Application Pre Install progress bars • Configure and Setup Network progress bars Note If a Network Connectivity Failure screen appears during the Configure and Setup Network process, click Review, and then click OK at the Errors screen. Follow the prompts to reenter the information that caused the failure. The installation continues when the connection information is complete. • Security configuration The installation ends at a login prompt. The installation of Cisco Finesse has completed successfully. Cisco Finesse <version number> <hostname> login: _ What to Do Next Complete the postinstallation tasks as described in Getting Started After Installation. Your first postinstallation task is to Disable Cisco Security Agent. Install Cisco Finesse on Secondary Node The following procedure describes how to install Cisco Finesse on a secondary node. You must install the version of Finesse on the secondary node that is installed on the primary node. Both nodes must be running the same version. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 9 Installation Install Cisco Finesse on Secondary Node Note We strongly recommend that you configure a Datastore ISO file on the virtual CD/DVD drive of the target VM to install Finesse. Note Finesse administration can only be performed on the primary Finesse server. After you install the secondary server, you must sign in to the Administration Console on the primary server to perform configuration tasks (such as configuring reason codes or call variable layout). Before You Begin Before you perform this procedure, you must complete the following prerequisites: • Install the primary Finesse server, as described in the procedure Install Cisco Finesse on Primary Node, and complete the postinstallation tasks. • Use the Finesse Administration Console on the primary Finesse server to configure the secondary Finesse host in the Cluster Settings gadget. For more information, see the section “Cluster settings” of the Cisco Finesse Administration and Serviceability Guide. • Ensure that the DNS server has forward and reverse DNS set up for both the primary and secondary node. Procedure Step 1 Follow the instructions in the OVA README.txt file to import and deploy the OVA, to edit VM settings, and to power on the VM and edit the BIOS settings in the Console. Messages appear while the preinstallation script runs. When the preinstallation script ends, the DVD Found screen opens. Step 2 Select Yes on the DVD Found screen to begin the verification of the media integrity and a brief hardware check. If the media check passes, select OK to open the Product Deployment Selection screen. Continue to Step 3. If the media check fails, the installation terminates. Step 3 The Product Deployment Selection screen states that the Cisco Finesse product suite will be installed. This screen has only one choice: OK. Select OK to open the Proceed with Install screen. Step 4 The Proceed with Install screen shows the version of the product that is currently installed (if any) and the version of the product for this ISO. For the initial installation, the version currently installed shows NONE. Select Yes on the Proceed with Install screen to open the Platform Installation Wizard screen. Step 5 Step 6 On the Platform Installation Wizard screen, select Proceed to open the Basic Install screen. Select Continue on the Basic Install screen to launch the Basic Install wizard. The Basic Install wizard launches a series of screens that present questions and options pertinent to the platform and the setup configuration. Help is available for each wizard screen. The first Basic Install wizard screen is Timezone Configuration. Step 7 In the Timezone Configuration screen: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 10 Installation Install Cisco Finesse on Secondary Node a) Use the up and down arrows to locate the local time zone that most closely matches your server location. You can also type the initial character of the time zone to move to that item in the list. The Timezone field is based on country and city and is mandatory. Setting it incorrectly can affect system operation. b) Select OK to open the Auto Negotiation Configuration screen. Step 8 On the Auto Negotiation Configuration screen, select whether you want to use automatic negotiation for the settings of the Ethernet network interface card (NIC). If Then The Ethernet NIC attached to your hub or Ethernet switch Select Yes to open the MTU Configuration supports automatic negotiation. screen. Proceed to Step 9. You want to disable autonegotiation and specify NIC speed and duplex settings Select No to open the NIC Speed and Duplex Configuration screen, where you can manually configure the settings as required for your network. Specify the speed of the NIC in megabits per second. Speed options are 10 or 100. Specify the duplex setting of the server NIC. Options are Full or Half. Select OK to proceed to Step 9. Step 9 On the MTU Configuration screen, select No to keep the default setting for Maximum Transmission Units (1500). Your selection of No opens the Static Network Configuration screen. Step 10 On the Static Network Configuration screen, enter static network configuration values as follows, referring to the Configuration Worksheet if necessary: a) Enter the Host Name. b) Enter the IP Address. c) Enter the IP Mask. d) Enter the GW Address. e) Select OK to open the Domain Name System (DNS) Client Configuration screen. Step 11 On the DNS Client Configuration screen, select Yes to specify the DNS client information. IMPORTANT: DNS client configuration is mandatory for Cisco Finesse. You must select Yes on this screen. If you select No, after the installation is complete, agents will not be able to sign in to the desktop and you will have to reinstall Finesse. Step 12 Specify your DNS client information as follows, referring to the Configuration Worksheet if necessary: a) Enter the Primary DNS (mandatory). b) Enter the Secondary DNS (optional). c) Enter the Domain (mandatory). d) Select OK to open the Administrator Login Configuration screen. Step 13 On the Administrator Login Configuration screen: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 11 Installation Install Cisco Finesse on Secondary Node a) Enter the credentials for the administrator. See What Accounts and Passwords Are Defined During Installation? for the permissions and responsibilities of this administrator. Important The username for this account must be administrator to ensure all CLI commands function correctly. This username is case-sensitive. b) Select OK to open the Certificate Information screen. Step 14 On the Certificate Information screen: a) Enter the following data to create your Certificate Signing Request: Organization, Unit, Location, State, and Country. b) Select OK to open the First Node Configuration screen. Step 15 On the First Node Configuration screen, select No to indicate that you are configuring the second node. A warning message appears that indicates you must first configure the server on the first node before you can proceed. If you already configured the first node, select OK. Step 16 On the Network Connectivity Test Configuration screen, select No to proceed with the installation after connectivity is verified. Step 17 On the First Node Configuration screen, specify the information about the first node as follows: a) Enter the Host Name of the primary Finesse server. b) Enter the IP Address of the primary Finesse server. c) Enter the Security Password of the primary Finesse server. d) Confirm the Security Password. Step 18 Select OK to open the Platform Configuration Confirmation screen. Step 19 On the Platform Configuration Confirmation screen, select OK. The installation begins. The installation can take up to an hour to complete and can run unattended for most of that time. What to Do Next After the installation is complete, check the replication status to ensure it is functioning correctly. For more information, see Replication Status. Note It can take 10 to 20 minutes to fully establish replication between the two nodes. Next, you must disable Cisco Security Agent. For more information, see Disable Cisco Security Agent. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 12 CHAPTER 3 Upgrade If you have Cisco Finesse Release 9.0(1) installed, you can upgrade to Cisco Finesse Release 9.1(1). If you have Cisco Finesse Release 8.5(3) installed, you must upgrade to Release 9.0(1) first, and then upgrade to Release 9.1(1). Cisco Finesse Release 9.1(1) supports Cisco Unified Contact Center Enterprise (Unified CCE) 9.0(1) only. If you upgrade Finesse to Release 9.1(1), you must also upgrade Unified CCE to Release 9.0(1). Note You must perform a DRS backup before you perform this upgrade. If a problem occurs with the upgrade and you need to roll back to the previous version, you need the DRS backup to restore your system. If you do not use the backup to restore your system, replication to the second Finesse node breaks and cannot be repaired. • Perform upgrade, page 13 • Perform rollback, page 15 Perform upgrade You must perform the upgrade on the primary Finesse node first, and then on the secondary Finesse node. Note Both the primary and secondary Finesse nodes must be running the same version prior to the upgrade. Before You Begin • Perform a DRS backup. For more information, see the Cisco Finesse Administration Guide. Note You need to perform a DRS backup on the primary node only. • Place the Cisco Finesse ISO file on an FTP or SFTP server that you can access from your Finesse system or burn the ISO file to DVD. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 13 Upgrade Perform upgrade • Save your current layout configuration. Sign in to the Administration Console on the primary Finesse node (http://IP address or hostname of primary Finesse server/cfadmin. Copy the layout XML file from the Layout Settings gadget and save it as a text file on your local system. Note If you are currently running the default layout, the layout automatically upgrades to the new layout. If you decide to use the layout from the previous version, you can upload the copy to the Layout Settings gadget after the upgrade is complete. Procedure Step 1 Step 2 SSH to your Finesse system and log in with the platform administration account. From the CLI, run the command utils system upgrade initiate. Step 3 Follow the instructions provided by the utils system upgrade initiate command. If you choose to install from a remote source (FTP or SFTP server), provide the location and credentials for the remote file system. If you choose to install from the local CD/DVD drive, ensure the drive is connected to the Finesse virtual machine (VM) as follows: a) b) c) d) e) f) g) h) i) j) k) l) m) Right-click the VM and choose Edit Settings. Click the Hardware tab. In the left pane, select CD/DVD Drive. In the right pane, under Device Status, check the Connected and Connect at power on check boxes. Under Device Type, select Datastore ISO File. Click Browse and navigate to the Finesse ISO file. Click OK. In the left pane, select Network Adaptor. In the right pane, under Device Status, check the Connect at power on check box. Under Network Connection, select Public (or Private for a private connection). Click the Options tab. In the left pane, select Boot Options. In the right pane, under Force BIOS Setup, check the The next time the virtual machine boots, force entry into the BIOS setup screen check box. n) Click OK. Step 4 Step 5 Step 6 At the Automatically switch versions if the upgrade is successful prompt, type yes to upgrade and switch version, or type no to upgrade only without switching version. Note The upgrade is not active until a switch version is performed. If you are installing from the local CD/DVD drive, when the upgrade enters the BIOS screen, on the Boot tab, move CD-ROM Drive to the top, save your settings, and exit. After the upgrade is complete, disconnect the CD/DVD drive. a) Right-click the VM and choose Edit Settings. b) Click the Hardware tab. c) Select CD/DVD Drive 1. d) Uncheck the Connected and Connect at power on check boxes. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 14 Upgrade Perform rollback e) Click OK. Step 7 Step 8 Disable Cisco Security Agent (CSA). Sign in to the Finesse Agent Desktop to verify that the upgrade was successful (http://IP address or hostname of Finesse server). Note After Finesse restarts, wait approximately 20 minutes before you attempt to sign in to the desktop. Finesse services may take a few minutes to reach the STARTED state. What to Do Next • If you are restoring a previous layout for the desktop, sign in to the Administration Console on the primary Finesse node. Copy and paste your saved layout into the Manage Desktop Layout gadget. Look for the following line in the XML: <gadget>http://localhost/desktop/gadgets/CallControl.xml</gadget> • Change it to the following and then click Save: <gadget>http://localhost/desktop/gadgets/CallControl.jsp</gadget> Perform rollback If a problem occurs with the upgrade, you can roll back to the earlier release. Procedure Step 1 Perform a switch-version on the primary node. a) Access the CLI and enter the command utils system switch-version. b) Enter yes to confirm. The system attempts to switch back to the original version and reboots if the switch is successful. Step 2 Step 3 Perform a switch-version on the secondary node. Perform a DRS restore. Note Do not attempt to reset replication after you perform the switch-version. You must perform a DRS restore. If you attempt to repair replication before you perform a DRS restore, the DRS restore will not work correctly. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 15 Upgrade Perform rollback Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 16 CHAPTER 4 Getting Started After Installation Note You must complete the tasks in this chapter in the order in which they appear. • Disable Cisco Security Agent, page 17 • Configure CTI Server and Administration & Data Server Settings, page 18 • Restart Cisco Tomcat, page 20 • Ensure agents have passwords, page 20 • Ensure Logout Non-Activity Time for agents is configured, page 21 • Obtain and upload CA certificate, page 21 • Agents Sign In to Desktop, page 23 • Configure DNS on clients, page 24 Disable Cisco Security Agent Your first task after a successful installation is to run the command to disable Cisco Security Agent (CSA). CSA prevents certain Finesse operations. Procedure Step 1 Step 2 After the installation, you can access the CLI directly by signing in using the Administrator User credentials defined during the installation (for more information, see What Accounts and Passwords Are Defined During Installation? and How Do I Access the CLI?). Enter the following command: utils csa disable. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 17 Getting Started After Installation Configure CTI Server and Administration & Data Server Settings You see a message that the system needs to restart, and you are prompted to enter Yes. Step 3 Enter Yes to reboot. Figure 2: Disable CSA What to Do Next Configure the CTI Server and Administration & Data Server settings. Configure CTI Server and Administration & Data Server Settings Your second task after a successful installation is to configure CTI Server and Administration & Data Server settings in the Administration Console. For more information about these settings, see the Cisco Finesse Administration and Serviceability Guide (http://www.cisco.com/en/US/products/ps11324/products_user_guide_list.html). Note After you restart Finesse, it can take approximately 6 minutes for all server-related services to restart. Therefore, you should wait 6 minutes before you attempt to access the Administration Console on the primary Finesse server. Procedure Step 1 Step 2 Direct your browser to the URL http://hostname of primary Finesse server/cfadmin. Note If you are using HTTPS, note that the self-signed certificate provided with Finesse uses the hostname of the Finesse server as the Common Name for the certificate by default. The hostname in the URL must match the Common Name on the certificate to avoid an address mismatch error. The first time you access the Administration Console using HTTPS, you are prompted to trust the self-signed certificate provided with Finesse. The following table describes the steps for each supported browser. Note If you are using HTTP to access the Administration Console, this step is not required. If you are using HTTPS and have installed a CA Certificate, you can skip this step. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 18 Getting Started After Installation Configure CTI Server and Administration & Data Server Settings Option Description If you use Internet 1 A page appears that states there is a problem with the website's security certificate. Explorer: Click Continue to this website (not recommended). This action opens the sign in page for the Agent Desktop. A certificate error appears in the address bar of your browser. 2 Click Certificate Error, and then click View Certificates to open the Certificate dialog box. 3 On the Certificate dialog box, click Install Certificate. This action opens the Certificate Import Wizard. 4 Click Next. 5 Select Place all certificates in the following store, and then click Browse. 6 Select Trusted Root Certification Authorities, and then click OK. 7 Click Next. 8 Click Finish. 9 If a Security Warning dialog box appears that asks if you want to install the certificate, click Yes. A Certificate Import dialog box that states the import was successful appears. 10 Click OK. If you use Firefox: 1 A page appears that states this connection is untrusted. 2 Click I Understand the Risks, and then click Add Exception. 3 On the Add Security Exception dialog box, ensure the Permanently store this exception check box is checked. 4 Click Confirm Security Exception. Step 3 Step 4 Step 5 Step 6 Sign in, using the Application User credentials (for more information, see What Accounts and Passwords Are Defined During Installation?). In the Contact Center Enterprise CTI Server Settings area, configure the following settings for the CTI server, referring to the Configuration Worksheet if necessary: a) A Side Host/IP Address b) A Side Port (You can find this value using the Unified CCE Diagnostic Framework Portico tool on the PG box.) c) Peripheral ID (This value is the ID of the CallManager PG.) d) B Side Host/IP Address e) B Side Port Click Submit. In the Contact Center Enterprise Administration & Data Server Settings area, configure the following settings for the Administration & Data Server and AWDB, referring to the Configuration Worksheet if necessary: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 19 Getting Started After Installation Restart Cisco Tomcat a) b) c) d) e) f) g) Step 7 Step 8 Note Primary Host/IP Address Backup Host/IP Address (optional) Database Port AW Database Name (This value is the name of the AWDB, typically named <ucce instance>_awdb.) Domain Username Password Click Submit. Sign out of the Administration Console. Finesse does not support SQL authentication for connecting to the AWDB. Finesse requires that the AWDB is configured to use Windows authentication. What to Do Next Restart Cisco Tomcat. Restart Cisco Tomcat After you make changes to the Contact Center Enterprise CTI Server, Contact Center Enterprise Administration & Data Server, or cluster settings, you must restart Cisco Tomcat for the changes to take effect. Procedure Step 1 Step 2 Access the CLI and sign in using the Administrator User credentials defined during the installation. Enter the following command: utils service restart Cisco Tomcat Step 3 You can enter the command utils service list to monitor the Cisco Tomcat Service. After Cisco Tomcat changes to STARTED, agents who have passwords can sign in to the desktop. Ensure agents have passwords Agents who do not have a password defined in Unified CCE Configuration Manager cannot sign in to Finesse. Agent password is an optional field in Unified CCE, but it is mandatory for Cisco Finesse. For agents who do not have passwords, you must perform the following steps: Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 20 Getting Started After Installation Ensure Logout Non-Activity Time for agents is configured Procedure Step 1 Step 2 Step 3 Launch Unified CCE Configuration Manager. Locate the record for the agent (Agent Explorer > Agent tab). Enter a password, and save the record. Ensure Logout Non-Activity Time for agents is configured The Logout non-activity time specifies how long an agent can remain inactive in the Not Ready state before that agent is signed out of Finesse. Perform the following steps to configure logout non-activity time. Procedure Step 1 Step 2 Step 3 Step 4 Launch the Unified CCE Configuration Manager. Launch Agent Desk Settings List (Tools > List Tools). In the Logout non-activity time field, enter the number of seconds of agent inactivity while in the Not Ready state before the system software signs the agent out. You can enter a value between 10 seconds and 7200 seconds. Click Save. Obtain and upload CA certificate Note This procedure only applies if you are using HTTPS. This procedure is optional. If you are using HTTPS, you can choose to obtain and upload a CA certificate or you can choose to use the self-signed certificate provided with Finesse. To eliminate browser security warnings each time you sign in, obtain an application and root certificate signed by a Certificate Authority (CA). Use the Certificate Management utility from Cisco Unified Operating System Administration. To open Cisco Unified Operating System Administration, enter the following URL in your browser: https://hostname of primary Finesse server/cmplatform Sign in using the username and password for the Application User account created during the installation of Finesse. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 21 Getting Started After Installation Obtain and upload CA certificate Note You can find detailed explanations in the Security topics of the Cisco Unified Operating System Administration Online Help. Procedure Step 1 Generate a CSR. a) Select Security > Certificate Management > Generate CSR. b) From the Certificate Name drop-down list, select tomcat. c) Click Generate CSR. Step 2 Download the CSR. a) Select Security > Certificate Management > Download CSR. b) From the Certificate Name drop-down list, select tomcat. c) Click Download CSR. Step 3 Use the CSR to obtain the signed application certificate and the CA root certificate from the Certificate Authority. When you receive the certificates, select Security > Certificate Management > Upload Certificate. Upload the root certificate. a) From the Certificate Name drop-down list, select tomcat-trust. b) In the Upload File field, click Browse and browse to the root certificate file. c) Click Upload File. Step 4 Step 5 Step 6 Upload the application certificate. a) From the Certificate Name drop-down list, select tomcat. b) In the Root Certificate field, enter the name of the CA root certificate. c) In the Upload File field, click Browse and browse to the application certificate file. d) Click Upload File. Step 7 Step 8 Step 9 After the upload is complete, sign out of Finesse. Access the CLI on the primary Finesse server. Enter the command utils service restart Cisco Finesse Notification Service to restart the Cisco Finesse Notification service. Step 10 Enter the command utils service restart Cisco Tomcat to restart the Cisco Tomcat service. Step 11 Upload the root certificate and application certificate to the secondary Finesse server. Note To open Cisco Unified Operating System Administration for the secondary server, enter the following URL in the address bar of your browser: https://hostname of secondary Finesse server/cmplatform Step 12 Access the CLI on the secondary Finesse server and restart the Cisco Finesse Notification Service and the Cisco Tomcat Service. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 22 Getting Started After Installation Agents Sign In to Desktop Agents Sign In to Desktop After the system administrator defines configuration settings, disables CSA, and restarts services, agents who have passwords and operational handsets can sign in to the Finesse Agent Desktop. Note After you restart Finesse, it takes approximately 6 minutes for all server-related services to restart. Therefore, you should wait 6 minutes before you attempt to sign in to the Agent Desktop. Procedure Step 1 Step 2 Enter the following URL in the address bar of your browser: http://hostname of the Finesse server/ The first time you access the Agent Desktop using HTTPS, you are prompted to trust the self-signed certificate provided with Finesse. The following table describes the steps for each supported browser. Note If you are using HTTP or if you have installed a CA Certificate, you are not prompted to trust the self-signed certificate. Enter your agent ID, password, and extension, and then click Sign In. Option If you use Internet Explorer: Description 1 A page appears that states there is a problem with the website's security certificate. Click Continue to this website (not recommended). This action opens the sign in page for the Agent Desktop. A certificate error appears in the address bar of your browser. 2 Click Certificate Error, and then click View Certificates to open the Certificate dialog box. 3 On the Certificate dialog box, click Install Certificate. This action opens the Certificate Import Wizard. 4 Click Next. 5 Select Place all certificates in the following store, and then click Browse. 6 Select Trusted Root Certification Authorities, and then click OK. 7 Click Next. 8 Click Finish. 9 If a Security Warning dialog box appears that asks if you want to install the certificate, click Yes. A Certificate Import dialog box that states the import was successful appears. 10 Click OK. 11 Enter your agent ID, password, and extension, and then click Sign In. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 23 Getting Started After Installation Configure DNS on clients Option Description If you use Firefox: 1 Enter your agent ID, password, and extension, and then click Sign In. An error appears that states Finesse cannot connect to the Cisco Finesse Notification Service and prompts you to add a security exception for the certificates issued by the Finesse server. 2 Click OK. 3 A page appears that states this connection is untrusted. 4 Click I Understand the Risks, and then click Add Exception. 5 On the Add Security Exception dialog box, ensure the Permanently store this exception check box is checked. 6 Click Confirm Security Exception. The page that states this connection is untrusted automatically closes and the Agent Desktop loads. Figure 3: Desktop Sign-In Configure DNS on clients Note This procedure is required for uncommon environments where non-hierarchical DNS configuration exists. If your environment has hierarchical DNS configuration, you do not need to perform this procedure. Configuring DNS on client computers allows the clients to resolve the fully-qualified domain name (FQDN) of the active Finesse server during a failover. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 24 Getting Started After Installation Configure DNS on clients Procedure Step 1 Go to Control Panel > Network and Internet > Network Connections. (Open the Control Panel, enter Network Connections in the search bar, and then click View network connections.) On Windows XP clients, open Control Panel > Network Connections. Step 2 Step 3 Right-click the appropriate network connection and choose Properties. On the Networking tab, select Internet protocol version 4 (TCP/IPv4), and then click Properties. On Windows XP clients, on the General tab, select Internet Protocol (TCP/IP), and then click Properties. Step 4 Step 5 Step 6 Step 7 Click Advanced. On the DNS tab, under DNS server addresses, in order of use, click Add. Enter the IP address of the DNS server that was entered during installation and click Add. If a secondary DNS was entered during installation, repeat Step 5 and Step 6 to add its IP address. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 25 Getting Started After Installation Configure DNS on clients Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 26 CHAPTER 5 Frequently Asked Questions • Can I Install Cisco Finesse on Something Other Than a Virtual Machine?, page 27 • How Do I Access Log Files?, page 27 • How Do I Access the CLI?, page 27 • How Do I Uninstall?, page 34 • How Do I Upgrade?, page 34 • Ports used for Cisco Finesse, page 34 • Network and system services used for Cisco Finesse, page 35 • What Accounts and Passwords Are Defined During Installation?, page 36 • What If the Installation Fails?, page 37 • What Unified CCE Peripheral Gateway Type Is Supported for Finesse?, page 38 Can I Install Cisco Finesse on Something Other Than a Virtual Machine? Although it is possible to install Cisco Finesse directly on a server, this type of installation is not a supported deployment. How Do I Access Log Files? Finesse supports CLI commands for collecting log files. See Commands Supported for Cisco Finesse. How Do I Access the CLI? Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 27 Frequently Asked Questions Commands Supported for Cisco Finesse The CLI provides a set of commands applicable to the operating system and to Cisco Finesse. These commands allow basic maintenance and failure recovery and also enable some system administration. Although Finesse provides access to all Cisco Unified Communications Manager CLIs, many commands are not applicable to Finesse and most have not been validated for Finesse. You can access the CLI directly, using the monitor and keyboard at the server console or by using SSH: 1 Enter the ID for the Administrator User account (the one created during installation). 2 When prompted, enter the password for the administrator user. Commands Supported for Cisco Finesse Finesse supports the following CLI commands and has qualified their use. Log Collection These commands prompt the user to specify a secure FTP (SFTP) server location to which the files will be downloaded. To obtain logs: • Install log: file get install desktop-install.log Use this command to see the installation log after the system is installed. This log is written to the SFTP server and stored as a text file written to this path: <IP Address>\<date time stamp>\install\desktop-install.log • Desktop logs: file get activelog desktop recurs compress Use this command to obtain logs for the Finesse web applications. This command uploads a zip file that contains the following directories: ◦webservices: This directory contains the logs for the Finesse backend that serves the Finesse REST APIs. The maximum size of an uncompressed desktop log file is 100 MB. This directory holds a maximum of 300 log files. After a log file reaches 100 MB, that file is compressed and a new log file is generated. Output to the last compressed desktop log file wraps to the log file created next. The log file wrap-up duration can vary, based on the number of users on the system. Timestamps are placed in the file name of each desktop log. ◦desktop:This directory contains logs from the Finesse Agent Desktop gadget container that holds the Finesse desktop gadgets. Any container-level errors with Finesse Agent Desktop will appear in these log files. ◦admin: This directory contains logs from the Finesse Administration gadget container that holds the administration gadgets. Any container-level errors with the Finesse Administration Console appear in these log files. ◦clientlogs: This directory contains the client-side logs submitted from the Finesse Agent Desktop to the Finesse server. Each log file is no larger than 1.5 MB and contains a timestamp and the agent ID of the agent who submitted the file. A new log file is created each time an agent submits client-side logs (the data is not appended to an existing log file). The maximum size of this directory Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 28 Frequently Asked Questions Commands Supported for Cisco Finesse is 100 MB. When the directory reaches 100 MB, the oldest files are deleted to keep the size below 100 MB. ◦openfireservice: This directory contains startup and shutdown-related information logs for the Cisco Finesse Notification Service. ◦openfire: This directory contains limited error and information logs for the Cisco Finesse Notification Service. These logs are stored to the following path on the SFTP server: <IP address>\<date time stamp>\active_nnn.tgz , where nnn is timestamp in long format. • Servm log: file get activelog platform/log/servm*.* compress Use this command to obtain logs generated by the platform service manager that manages the starting and stopping of the Finesse services. The desktop and servm logs are compressed to one set of files. These logs are stored to the following path on the SFTP server: <IP address>\<date time stamp>\active_nnn.tgz , where nnn is timestamp in long format. • Platform Tomcat logs: file get activelog tomcat/logs recurs compress These logs are stored to the following path on the SFTP server: <IP address>\<date time stamp>\active_nnn.tgz , where nnn is timestamp in long format. • VOS install log: file get install install.log These logs are stored to the following path on the SFTP server: <IP address>\<date time stamp>\active_nnn.tgz , where nnn is timestamp in long format. Note Log collection may fail when you use the compress flag if there are a lot of log files. If collection fails, run the command again without the compress flag. Cisco Security Agent Run the following command to disable Cisco Security Agent (mandatory): utils csa disable You must run this command after installation is complete to disable Cisco Security Agent (CSA). CSA prevents some Finesse operations. Cisco Finesse HTTPS Redirect Enable Cisco Finesse HTTPS Redirect to enforce HTTPS to access the Finesse Desktop and Administration Console. If Cisco Finesse HTTPS Redirect is enabled, agents and supervisors who attempt to access the desktop with HTTP are redirected to HTTPS. Administrators who attempt to access the Administration Console with HTTP are also redirected to HTTPS. If Cisco Finesse HTTPS Redirect is disabled, the desktop and the Administration Console can be accessed with HTTP or HTTPS. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 29 Frequently Asked Questions Commands Supported for Cisco Finesse Note This command does not impact the Finesse REST APIs. To view the status of, enable, or disable Cisco Finesse HTTPS Redirect: • To retrieve the status of Cisco Finesse HTTPS Redirect: utils finesse application_https_redirect status This command displays whether Cisco Finesse HTTPS Redirect is currently enabled or disabled on the system. • To enable Cisco Finesse HTTPS Redirect: utils finesse application_https_redirect enable You must stop the Cisco Tomcat Service before you can enable Cisco Finesse HTTPS Redirect. You can use the following command to stop this service: utils service stop Cisco Tomcat. If the Cisco Tomcat Service is not stopped, the command to enable Cisco Finesse HTTPS Redirect fails. This command also fails if Cisco Finesse HTTPS Redirect is already enabled. After you enable Cisco Finesse HTTPS Redirect, start the Cisco Tomcat Service using the command utils service start Cisco Tomcat. • To disable Cisco Finesse HTTPS Redirect: utils finesse application_https_redirect disable You must stop the Cisco Tomcat Service before you can disable Cisco Finesse HTTPS Redirect. You can use the following command to stop this service: utils service stop Cisco Tomcat. If the Cisco Tomcat Service is not stopped, the command to disable Cisco Finesse HTTPS Redirect fails. This command also fails if Cisco Finesse HTTPS Redirect is already disabled. After you disable Cisco Finesse HTTPS Redirect, start the Cisco Tomcat Service using the command utils service start Cisco Tomcat. Finesse Services To view, start, or stop services: • To retrieve the status of services: utils service list This command retrieves a list of all services and their status. Services are shown in one of the following states: STOPPED, STARTING, or STARTED. STOPPED means the service is not running. STARTING means the service is starting operation and performing any necessary initialization. STARTED means the service has successfully initialized and is operational. • To start a service: utils service start service name This command starts the named service. • To stop a service: utils service stop service name This command stops the named service. • To start Cisco Tomcat: utils service start Cisco Tomcat • To stop Cisco Tomcat: utils service stop Cisco Tomcat • To restart Cisco Tomcat: utils service restart Cisco Tomcat Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 30 Frequently Asked Questions Commands Supported for Cisco Finesse Note If a Cisco Finesse service-related problem exists, we recommend a restart of a Finesse service as a last resort. Most service-related problems cannot be corrected by restarting a service. Restarting A Cisco DB is never recommended. Cisco Finesse Notification Service Logging To view the status of, enable, or disable Cisco Finesse Notification Service logging: • To retrieve the status of Cisco Finesse Notification Service logging: utils finesse notification logging status This command displays whether Cisco Finesse Notification Service logging is currently enabled or disabled on the system. • To enable Cisco Finesse Notification Service logging: utils finesse notification logging enable Note You must stop the Cisco Finesse Notification Service and the Cisco Tomcat Service before you can enable Cisco Finesse Notification Service logging. You can use the following commands to stop these services: utils service stop Cisco Finesse Notification Service and utils service stop Cisco Tomcat. If these services are not stopped, the command to enable Cisco Finesse Notification Service logging fails. This command also fails if Cisco Finesse Notification Service logging is already enabled. • To disable Cisco Finesse Notification Service logging: utils finesse notification logging disable Note You must stop the Cisco Finesse Notification Service and the Cisco Tomcat Service before you can disable Cisco Finesse Notification Service logging. You can use the following commands to stop these services: utils service stop Cisco Finesse Notification Service and utils service stop Cisco Tomcat. If these services are not stopped, the command to disable Cisco Finesse Notification Service logging fails. This command also fails if Cisco Finesse Notification Service logging is already disabled. For information about collecting Cisco Finesse Notification Service logs, see Log Collection. Upgrade Upgrade-related commands are grouped under utils system upgrade. To initiate an upgrade: utils system upgrade initate Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 31 Frequently Asked Questions Commands Supported for Cisco Finesse This command allows you to install upgrades and Cisco Option Package (COP) files from both local and remote directories. To cancel an upgrade: utils system upgrade cancel Remote Account Management Run the following command to enable, disable, create, and check the status of a remote access account: utils remote_account A remote account generates a pass phrase that allows Cisco support personnel to get access to the system for the specified life of the account. • utils remote_account create account life account is the account name. life indicates the life of the account in days. • utils remote_account disable • utils remote_account enable • utils remote_account status Replication Status To check replication status, run the following commands on the primary Finesse server: • utils dbreplication status This command runs the replication status check in the background. • utils dbreplication runtimestate This command returns the replication status on both the primary and secondary Finesse servers. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 32 Frequently Asked Questions Commands Supported for Cisco Finesse • Check the RTMT counter value for replication. If all nodes in the cluster show a replication status of 2, replication is functioning correctly. Figure 4: Replication status • If the RTMT counter value for replication status is 3 or 4 for all nodes in the cluster, replication is set up but an error occurred and replication is not functioning properly. ◦Run the command utils dbreplication status and check the output. ◦If mismatched rows appear in the output file, run the command utils dbreplication repair all from the primary Finesse server. • If any node shows any replication value other than 1 or 2, replication is not set up correctly and you must reset replication for that node. • If the majority of the nodes show a replication value of 0 or 1, run the command utils dbreplication reset all from the primary Finesse server. 3rdpartygadget Account The 3rdpartygadget account is used to upload third-party gadgets to the Finesse server. Before you can use this account, you must set the password. Note If you plan to upload third-party gadgets to the Finesse server, you must have a developer support services contract. For more information about uploading third-party gadgets, see the Cisco Finesse Web Services Developer Guide. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 33 Frequently Asked Questions How Do I Uninstall? Run the following command to set or reset the password of the 3rdpartygadget account (where password is the new password for the account): utils reset_3rdpartygadget_password password Note Passwords cannot contain spaces or double quotes. How Do I Uninstall? You cannot uninstall software in a virtual environment. You can delete the VM and re-add it. You do not need to uninstall a previous version of Finesse before you perform a fresh installation. The Finesse server has two partitions: Active and Inactive. When you perform a fresh installation of Finesse, it installs on the Active partition. If a previous version is installed, the new version overwrites it. How Do I Upgrade? Run the command utils system upgrade initiate. For more information, see Upgrade. Ports used for Cisco Finesse Server or Application Protocol Server Protocol/Port Remote Remote Device Protocol/Port Purpose Cisco Platform Tomcat TCP 443, 8443 ANY Secure Port used by Finesse Administration Console for example, browser Secure Port used by Finesse Agent Desktop Cisco Platform Tomcat TCP 80, 8080 ANY for example, browser Finesse Web Services Finesse Administration Console Finesse Desktop Modules (gadgets) with Finesse Agent Desktop Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 34 Frequently Asked Questions Network and system services used for Cisco Finesse Server or Application Protocol Server Protocol/Port Remote Remote Device Protocol/Port Purpose Finesse database (JDBC) TCP 1545 ANY Finesse API and Administration SQL client (for example, SQuirreL) Openfire Foundation used to make JDBC connections with Informix Notification Service XMPP TCP 5222 ANY XMPP nonsecure Notification Service XMPP secure TCP 5223 ANY XMPP secure Notification Service BOSH TCP 7071 ANY BOSH nonsecure Notification Service BOSH secure TCP 7443 ANY BOSH secure System Service TCP 22 ANY SFTP and SSH access System Service UDP 123 ANY Network time sync Network and system services used for Cisco Finesse To view the platform TCP/IP services, UDP services, and Unix domain sockets used by Cisco Finesse, access the CLI using the Administrator User credentials and enter the following command: show network all detail To view the system services used by Cisco Finesse, access the CLI using the Administrator User credentials and enter the following command: utils service list The following services are enabled by default when Finesse starts. These services are essential for product operation and should not be disabled. • A Cisco DB • A Cisco DB Replicator • Cisco AMC Service Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 35 Frequently Asked Questions What Accounts and Passwords Are Defined During Installation? • Cisco Audit Event Service • Cisco CDP • Cisco CDP Agent • Cisco CallManager Serviceability • Cisco CallManager Serviceability RTMT • Cisco Certificate Change Notification • Cisco Certificate Expiry Monitor • Cisco DRF Local • Cisco DRF Master • Cisco Database Layer Monitor • Cisco Finesse Notification Service • Cisco Log Partition Monitoring Tool • Cisco RIS Data Collector • Cisco RTMT Reporter Servlet • Cisco Syslog Agent • Cisco Tomcat • Cisco Tomcat Stats Servlet • Cisco Trace Collection Servlet • Host Resources Agent • MIB2 Agent • SNMP Master Agent • SOAP -Log Collection APIs • SOAP -Performance Monitoring APIs • SOAP -Real-Time Service APIs • System Application Agent What Accounts and Passwords Are Defined During Installation? During the installation, you specify three passwords: the Administrator User, the Application User, and the database access security password. All three must start with an alphabetic character, must be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. • The Administrator User account These are the credentials you enter to access the CLI. • The Application User account Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 36 Frequently Asked Questions What If the Installation Fails? These are the credentials you enter to access the Cisco Finesse Administration Console. • Database access security password Keep a record of this password; you will need to use it if you replace or add a server in the future or if you want to replace the old security password with a new one. Important If the username for the Administrator User account is not administrator (all lower case), the following CLI commands will fail and hang at a password prompt: • utils finesse application_https_redirect* • utils finesse notification* • utils reset_3rdpartygadget_password The current console session is locked until the system is rebooted. If you are connected directly to the system, you can press Alt + any function key (F1-F6) to open another console (for up to 6 separate console sessions). If you are connected through SSH, you can disconnect and then reconnect to open a new session. If you entered a username other than administrator for this account during installation, you can create an additional CLI account with the username administrator. This account provides limited access to CLI commands and can run the preceding commands without locking the session. To create this account: 1 Sign in to the CLI using the credentials for the Administrator User account that you created during installation and run the following command: set account name administrator 2 Select 1 for the privilege level at the prompt and press Enter. 3 Type a password for the new account and press Enter. You can then sign in to the CLI using this new account to run the preceding commands. What If the Installation Fails? Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 37 Frequently Asked Questions What Unified CCE Peripheral Gateway Type Is Supported for Finesse? If the installation fails, a screen appears that asks if you want to copy diagnostic information to a device. Figure 5: Installation Failed screen In this situation, you must reinstall from the beginning, but not until you attach a serial port to the VM. You dump the install logs into the serial port of the VM. For information about how to attach a serial port and dump the install logs, see the DocWiki page How to Dump Install Logs to the Serial Port of the Virtual Machine. What Unified CCE Peripheral Gateway Type Is Supported for Finesse? Cisco Finesse is supported on, and has been tested on, a Call Manager Peripheral Gateway (PG) and a Generic PG. Finesse is not supported on a System PG. Finesse has not been tested on a System PG. On a System PG, assuming that a Voice Response Unit (VRU) is also set up for queuing, Finesse would receive queuing events meant for the VRU. With a Call Manager PG, the VRU is on a different peripheral. Finesse does not receive VRU queuing events. Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) 38 INDEX A administrator user 2, 6, 9, 27, 36 and Command Line Interface 27 configuring at installation 36 agent passwords 20 application user 2, 6, 18, 36 and Finesse Administration Console 18 configuring at installation 36 auto-negotiation 6 autonegotiation 9 Cisco Security Agent 17, 29 CLI 17, 27, 28, 29, 30 access to log files 27 administration user 27 command to disable Cisco Security Agent 29 command to obtain log files 28 commands supported for Finesse 27 commands to start, stop, restart services 30 disable CSA 17 D B basic install wizard 1, 2, 6, 9 administrator user credentials 6, 9 application user credentials 6 auto-negotiation settings 6 autonegotiation settings 9 case sensitivity 1 certificate information 6, 9 configuration worksheet 2 DNS settings 6, 9 MTU setting 6, 9 network connectivity test configuration 9 network settings 6, 9 NIC speed and duplex settings 6, 9 NTP Client configuration 6 security configuration 6 timezone check 6, 9 user interface 1 database settings 18 DNS servers 6, 9 configuring at installation 6, 9 domain 6, 9 F failure 37 of installation 37 Finesse Administration Console 18 Finesse Serviceability 20 G gateway 6, 9 H C hostname 6, 9 case sensitivity 1 certificate information 2, 6, 9 Cisco Finesse 1, 34 operating system 1 uninstalling 34 Cisco Finesse User Guides v I installation 1, 6, 9, 27, 34, 36, 37 failure 37 Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) IN-1 Index installation (continued) length of 1, 6, 9 on virtual machine 27 processes 6 reboot during 6 secondary node 9 uninstall 34 user accounts 36 user interface 1 VM Template 1 IP address and mask 6, 9 L log files 27, 28 M MTU 6, 9 N passwords (continued) configured at installation 36 security 6, 36 peripheral gateway 38 PG supported 38 ports 34 primary node 1 S security password 2, 6, 36 server settings 18 servers 6, 9 DNS 6, 9 hostname 6, 9 IP address and mask 6, 9 services 20, 30 CLI commands for 30 sign in 18, 27 to Command Line Interface 27 to Finesse Administration Console 18 T navigation 27 in Command Line Interface 27 network settings 6, 9 NTP server 2 timezone 6, 9 U uninstall 34 user accounts 36 O OVA file 1 V P passwords 6, 36 application user 6 virtual machines 1, 27 VM Template 1 Installation and Getting Started Guide for Cisco Finesse Release 9.1(1) IN-2
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