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Installation Guide for Cisco Unified
Presence Release 8.6
April 9, 2013
Americas Headquarters
Cisco Systems, Inc.
170 West Tasman Drive
San Jose, CA 95134-1706
USA
http://www.cisco.com
Tel: 408 526-4000
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Fax: 408 527-0883
Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. To view a list of Cisco trademarks, go to this
URL: www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word partner does not imply a partnership
relationship between Cisco and any other company. (1110R)
Any Internet Protocol (IP) addresses used in this document are not intended to be actual addresses. Any examples, command display output, and figures included in the
document are shown for illustrative purposes only. Any use of actual IP addresses in illustrative content is unintentional and coincidental.
Installation Guide for Cisco Unified Presence Release 8.6
© 2013 Cisco Systems, Inc. All rights reserved.
Contents
CHAPTER
1
Preface
1-1
About this Guide
Audience
1-1
1-1
Organization
1-2
Related Documents
Conventions
1-2
1-3
Obtain Documentation and Submit a Service Request
Cisco Product Security Overview
CHAPTER
2
Product Description
1-4
1-5
2-1
Overview of Cisco Unified Presence
Publisher and Subscriber Nodes
2-1
2-1
Interaction with Cisco Unified Communications Manager 2-2
System Time on the Cisco Unified Presence Publisher Node
2-2
Cisco Unified Presence License Requirements 2-2
Licensing Modes 2-2
User and Server License Requirements 2-4
Cisco Unified Presence User Feature License 2-4
Cisco Unified Presence Server License 2-5
Cisco Unified Presence Software Version License 2-5
CHAPTER
3
Before you Begin
3-1
Read this First 3-1
DNS Requirements
3-1
Installation Time Requirements
3-1
System Requirements 3-2
Required Passwords 3-2
Administrator Account Username and Password
Application Username and Password 3-2
Security Password 3-2
Required Installation Information 3-3
Hardware and Software Requirements
Hardware Requirements 3-9
Software Restrictions 3-9
Pre-Installation Checklist
Cluster Topology
3-2
3-9
3-9
3-10
Unattended Installation of Cisco Unified Presence
3-10
Installation Guide for Cisco Unified Presence Release 8.6
i
Contents
Generate an Answer File 3-11
Reformat USB Key to the FAT32 File System
CHAPTER
4
Installation
3-12
4-1
Installation Overview 4-1
Installation and Configuration Taskflows 4-1
Unattended Installation and Configuration of the Publisher Node 4-2
Unattended Installation and Configuration of a Subscriber Node 4-3
Manual Installation and Configuration of the Publisher Node 4-4
Manual Installation and Configuration of a Subscriber Node 4-5
Add a New Node to an Existing Cluster 4-6
Navigate the Installation Wizard
4-7
Install and Configure Cisco Unified Presence 4-7
Media Check 4-7
Use an Answer File to Install and Configure Cisco Unified Presence
Start a Basic Installation 4-9
Configure the Basic Installation 4-10
Configure the Publisher Node 4-11
Run the Post-Installation Deployment Wizard 4-12
Configure a Subscriber Node 4-13
Configure a Preinstalled Cisco Unified Presence Server 4-15
Perform a Fresh Multi-Node Installation
CHAPTER
5
Post-Installation Tasks
4-8
4-15
5-1
Post-Installation Checklist 5-1
Check for Software and Firmware Updates 5-2
Firmware 5-2
Software 5-3
Configure Cisco Unified Communications Manager as a Presence Gateway
Configure a SIP Trunk on Cisco Unified Communications Manager 5-3
Assign Users to Servers 5-4
Activate Services 5-4
Change Cisco Unified Presence Node Name to a Resolvable Value 5-5
Cisco Unified Presence Release 8.6(4) and Earlier 5-5
Cisco Unified Presence Release 8.6(5) and Later 5-5
Change the Default Proxy Domain Name 5-5
Obtain and Upload Cisco Unified Presence License Files 5-6
Obtain Server and User License Files 5-6
Upload User Licenses on Cisco Unified Communications Manager
Installation Guide for Cisco Unified Presence Release 8.6
ii
5-7
5-3
Contents
Assign the Licensing Capabilities on Cisco Unified Communications Manager
Upload the Server Licence File on Cisco Unified Presence 5-8
View Licensing Information on Cisco Unified Presence 5-9
CHAPTER
6
Troubleshooting
6-1
Cisco Unified Presence Publisher Hardware Failure
CHAPTER
7
Reference
5-7
6-1
7-1
RAID and BIOS Settings
7-1
Access Cisco Unified Presence Administration
7-2
Installation Guide for Cisco Unified Presence Release 8.6
iii
Contents
Installation Guide for Cisco Unified Presence Release 8.6
iv
CH A P T E R
1
Preface
•
About this Guide, page 1-1
•
Audience, page 1-1
•
Organization, page 1-2
•
Related Documents, page 1-2
•
Conventions, page 1-3
•
Obtain Documentation and Submit a Service Request, page 1-4
•
Cisco Product Security Overview, page 1-5
About this Guide
The Installation Guide for Cisco Unified Presence Release 8.6 describes how to install
Cisco Unified Presence Release 8.6 on a physical server.
For information about how to install Cisco Unified Presence on a VMware server, see the Unified
Communications in a Virtualized Environment docwiki at:
http://docwiki.cisco.com/wiki/Unified_Communications_in_a_Virtualized_Environment
Note
All VMware-related information at this docwiki is applicable to Cisco Unified Presence; however, if you
are deploying an identity template, the Cisco Unified Presence post-install wizard must be run after the
identity template is deployed in order to confirm various Cisco Unified Communications Manager
values. For more information, see the Cisco Unified Communications Manager on Virtualized Servers
document here:
http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_installation_guides_list.html
Audience
This Installation Guide is intended for administrators who are responsible for installing
Cisco Unified Presence Release 8.6.
Installation Guide for Cisco Unified Presence Release 8.6
1-1
Chapter 1
Preface
Organization
Organization
This document contains the following sections:
•
Preface—contains information about this document including the document change history, the
intended audience, typographic conventions and a list of related documents.
•
Product Description—gives an overview of the Cisco Unified Presence product, describes publisher
and subscriber nodes and the interaction between Cisco Unified Presence and Cisco Unified
Communications Manager. It also describes the Cisco Unified Presence licensing modes and lists
the user and server license requirements.
•
Before You Begin—lists system requirements, hardware and software requirements and
pre-installation tasks. It also describes the importance of setting up the Cluster Topology correctly
and describes how to install Cisco Unified Presence unattended.
•
Installation—contains installation flowcharts and all the procedures to install
Cisco Unified Presence.
•
Post-Installation Tasks—describes the tasks that you must perform after you install
Cisco Unified Presence.
•
Troubleshooting—describes performance issues and includes possible causes and solutions.
•
Reference—includes the BIOS settings and the RAID settings that are set up during installation.
Related Documents
We strongly recommend that you read this entire document to familiarize yourself with the installation
process and prerequisites. See the following Cisco Unified Presence guides for more information.
•
Online Help for Cisco Unified Presence Administration
Provides step-by-step instructions for configuring, maintaining, and administering
Cisco Unified Presence.
•
Hardware and Software Compatibility Information for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/products_device_support_tables_list.html
Indicates compatible hardware servers and software with your current version of
Cisco Unified Presence.
•
Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Provides information about the utilities that are available via the operating system and the command
line interface.
•
Upgrade Guide for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/prod_installation_guides_list.html
Provides information about software upgrades and instructions on how to perform software
upgrades.
Installation Guide for Cisco Unified Presence Release 8.6
1-2
Chapter 1
Preface
Conventions
•
Deployment Guide for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/products_installation_and_configuration_guides_lis
t.html
Provides an overview of the configuration process for Cisco Unified Presence and Cisco Unified
Communications Manager, as well as information about integrating Cisco Unified Presence with
Microsoft Live Communications Server, Microsoft Active Directory, and Microsoft Office
Communicator. Also contains Cisco recommendations for high availability.
•
Real-Time Monitoring Tool Administration Guide for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Provides descriptions of Cisco Unified Presence serviceability, as well as step-by-step instructions
for configuring alarms, traces, and other reporting.
•
Disaster Recovery System Administration Guide
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Describes how to configure the backup settings, how to back up Cisco Unified Presence data, and
how to restore the data.
•
Changing the IP Address and Hostname for Cisco Unified Presence
http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html
Provides the steps to change the IP address or hostname on a Cisco Unified Presence server. You
may want to change this IP address for a variety of reasons, including moving the server from one
cluster to another or resolving a duplicate IP address problem.
•
Integration Guide for Configuring Partitioned Intradomain Federation for Cisco Unified Presence
Release 8.6 and Microsoft LCS/OCS
http://www.cisco.com/en/US/products/ps6837/products_installation_and_configuration_guides_lis
t.html
Describes how to configure Partitioned Intradomain Federation between Cisco Unified Presence and
Microsoft LCS/OCS.
•
For Cisco Unified Communications Manager information, see the following URL:
http://cisco.com/en/US/products/sw/voicesw/ps556/tsd_products_support_series_home.html?q=
•
For information about how to install Cisco Unified Presence on a VMware server, see the Unified
Communications in a Virtualized Environment docwiki at:
http://docwiki.cisco.com/wiki/Unified_Communications_in_a_Virtualized_Environment
Conventions
This document uses the following conventions.
Convention
Description
boldface font
Commands and keywords are in boldface.
italic font
Arguments for which you supply values are in italics.
[]
Elements in square brackets are optional.
{x|y|z}
Alternative keywords are grouped in braces and separated by
vertical bars.
[x|y|z]
Optional alternative keywords are grouped in brackets and
separated by vertical bars.
Installation Guide for Cisco Unified Presence Release 8.6
1-3
Chapter 1
Preface
Obtain Documentation and Submit a Service Request
Note
Caution
Timesaver
Tip
Convention
Description
string
A nonquoted set of characters. Do not use quotation marks
around the string or the string will include the quotation marks.
screen font
Terminal sessions and information the system displays are in
screen font.
boldface screen font
Information you must enter is in boldface screen font.
italic screen font
Arguments for which you supply values are in italic screen
font.
^
The symbol ^ represents the key labeled Control—for example,
the key combination ^D in a screen display means hold down the
Control key while you press the D key.
<>
Nonprinting characters, such as passwords, are in angle
brackets.
Means reader take note. Notes contain helpful suggestions or references to material not covered in the
publication.
Means reader be careful. In this situation, you might do something that could result in equipment damage
or loss of data.
Means the described action saves time. You can save time by performing the action described in the
paragraph.
Means the information contains useful tips.
Obtain Documentation and Submit a Service Request
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
Installation Guide for Cisco Unified Presence Release 8.6
1-4
Chapter 1
Preface
Cisco Product Security Overview
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.
Cisco Product Security Overview
This product contains cryptographic features and is subject to United States and local country laws
governing import, export, transfer and use. Delivery of Cisco cryptographic products does not imply
third-party authority to import, export, distribute or use encryption. Importers, exporters, distributors
and users are responsible for compliance with U.S. and local country laws. By using this product you
agree to comply with applicable laws and regulations. If you are unable to comply with U.S. and local
laws, return this product immediately.
Further information regarding U.S. export regulations may be found at
http://www.access.gpo.gov/bis/ear/ear_data.html.
Installation Guide for Cisco Unified Presence Release 8.6
1-5
Chapter 1
Cisco Product Security Overview
Installation Guide for Cisco Unified Presence Release 8.6
1-6
Preface
CH A P T E R
2
Product Description
•
Overview of Cisco Unified Presence, page 2-1
•
Publisher and Subscriber Nodes, page 2-1
•
Interaction with Cisco Unified Communications Manager, page 2-2
•
Cisco Unified Presence License Requirements, page 2-2
Overview of Cisco Unified Presence
Cisco Unified Presence provides native standards-based dual-protocol enterprise instant messaging (IM)
and network-based availability as part of Cisco Unified Communications. This secure, scalable, and
easy-to-manage solution offers users feature-rich communications capabilities both within and external
to the enterprise.
Cisco Unified Presence is tightly integrated with Cisco and a range of third-party compatible desktop
and mobile availability and IM clients as well as applications. It enables these clients, to perform
numerous functions such as instant messaging, availability, click to call, phone control, voice, video,
visual voicemail, and web collaboration. Cisco Unified Presence offers customers and partners the
flexibility of rich, open interfaces that allow enablement of IM and Cisco rich, network-based
availability for a wide variety of business applications.
Publisher and Subscriber Nodes
The first node that you install in each Cisco Unified Presence cluster is called the publisher node. All
subsequent nodes in the cluster are called subscriber nodes. Each subscriber node must be associated
with the publisher node. You must set up all subscriber nodes in the system topology on the publisher
node before you install the Cisco Unified Presence software on the subscriber nodes.
In multi-node deployments, the order in which you configure the system topology and install new nodes
is very important. The order of installation and configuration is as follows:
1.
Install and configure the publisher node.
2.
On the publisher node, create the subclusters and subscriber nodes in the cluster.
3.
Install and configure each of the subscriber nodes in the cluster.
4.
On the publisher node, assign the subscriber nodes to the subcluster arrangement as required.
Installation Guide for Cisco Unified Presence Release 8.6
2-1
Chapter 2
Product Description
Interaction with Cisco Unified Communications Manager
For more information about how to configure the system topology, see the Deployment Guide for Cisco
Unified Presence.
Interaction with Cisco Unified Communications Manager
Cisco Unified Presence is tightly integrated with Cisco Unified Communications Manager . When you
install Cisco Unified Presence, you must provide the following Cisco Unified Communications Manager
information:
•
The Cisco Unified Communications Manager publisher hostname
•
The Cisco Unified Communications Manager IP address (only for deployments that do not use
Domain Name Service (DNS))
•
The Cisco Unified Communications Manager publisher security password
•
User ID and password for the Standard AXL API Access role
See Required Installation Information, page 3-3 for more information.
System Time on the Cisco Unified Presence Publisher Node
When you install the Cisco Unified Presence publisher node, you must specify an external Network Time
Protocol (NTP) server to ensure that accurate system time is set on the publisher node. Cisco
recommends that you configure the Cisco Unified Communications Manager publisher node as the sole
NTP server. This means that all subsequent nodes in the cluster will set the time from the Cisco Unified
Communications Manager server.
If, for some reason, you do not want to set the Cisco Unified Communications Manager as the NTP
server, you must specify at least three other NTP servers and ensure that these servers are stratum 9 or
higher. However, regardless of which NTP server(s) you configure during installation of the publisher
node, after you complete the post-installation deployment wizard in Cisco Unified Presence
Administration, the Cisco Unified Communications Manager will be used to set the time for all Cisco
Unified Presence nodes in the cluster to ensure consistent time between Cisco Unified Communications
Manager and Cisco Unified Presence.
To verify that the Cisco Unified Communications Manager publisher’s NTP service is working correctly,
you can select Cisco Unified OS Administration > Settings > NTP Servers or enter the following CLI
command: utils ntp status.
Cisco Unified Presence License Requirements
•
Licensing Modes, page 2-2
•
User and Server License Requirements, page 2-4
Licensing Modes
Immediately following a fresh installation of Cisco Unified Presence, a 90-day trial evaluation period
starts by default. During this time,
•
an organization can run a Cisco Unified Presence server without requiring a server license, and
Installation Guide for Cisco Unified Presence Release 8.6
2-2
Chapter 2
Product Description
Cisco Unified Presence License Requirements
•
users in that organization, who you have already configured on Cisco Unified Communications
Manager, can access Cisco Unified Presence and you can configure these users to use Cisco Jabber,
without requiring the necessary user licenses (DLUs)
After the trial evaluation period ends, users no longer have access to Cisco Unified Presence
functionality. You must upload the server license file, and the required user licenses, to enable Cisco
Unified Presence in permanent Production mode.
Note
The 90 day trial period applies to fresh installations only, it does not apply to upgrades.
Restrictions
•
90 day trial period—The Evaluation expiration date occurs 90 days after Cisco Unified Presence is
first installed. To determine the number of days remaining to expiry, review the licensing warning
messages in Cisco Unified Presence Administration and the Real-Time Monitoring Tool Syslog
viewer. The alarm notifications begin 30 days before the end of the evaluation period, with a final
alarm occurring on the date that the Evaluation expires.
•
One evaluation per release—You can only evaluate each Cisco Unified Presence release once.
Multiple evaluations per release are not permitted.
•
Upgrade unavailable—If your Cisco Unified Presence server is operating in Evaluation mode
following a fresh installation, you cannot upgrade it until you enable Cisco Unified Presence in
permanent Production mode.
•
Softphone client not activated—When the Cisco Unified Presence server is operating in Evaluation
mode, users of Cisco Jabber are able to exchange instant messaging and availability information,
and use desk phone control. However, Cisco Unified Presence does not activate the softphone client
feature on Cisco Jabber during the evaluation period.
Table 2-1 describes Cisco Unified Presence licensing modes:
Table 2-1
Licensing Modes in Cisco Unified Presence
License Behavior
Cisco Unified Presence User
Cisco Jabber User
Evaluation Mode
Users can manually start Cisco Unified
All users who are configured on
Presence without uploading a license file. Cisco Unified
Communications Manager can
• Warning messages, in Cisco Unified
use Cisco Unified Presence. No
Presence Administration, indicate that
Device License Unit (DLU) is
Cisco Unified Presence is in Evaluation
required.
mode. The Real-Time Monitoring Tool
(Syslog Viewer) also displays license
alarm messages.
•
All users who are configured on
Cisco Unified
Communications Manager can use
Cisco Jabber No Device License Unit
(DLU) is required.
In Evaluation mode, Cisco Unified
Presence does not activate the softphone
client feature on Cisco Jabber.
Installation Guide for Cisco Unified Presence Release 8.6
2-3
Chapter 2
Product Description
Cisco Unified Presence License Requirements
Table 2-1
Licensing Modes in Cisco Unified Presence (continued)
License Behavior
Cisco Unified Presence User
Cisco Jabber User
Evaluation Mode - Expired
•
Users no longer have access to Cisco
Unified Presence functionality. The Cisco
UP Presence Engine and Cisco UP SIP
Proxy services are shut down and cannot
be restarted until a valid license file is
uploaded.
•
Warning messages, in
Cisco Unified Presence Administration,
indicate that Cisco Unified Presence
Evaluation mode has expired. The
Real-Time Monitoring Tool (Syslog
Viewer) also displays license alarm
messages.
Administrators can log into
Users cannot log into Cisco Jabber.
Cisco Unified Presence
Administration to upload a valid
license.
Production Mode
Administrators must upload a valid server
All users who are configured on
license file to enable Cisco Unified Presence in Cisco Unified
Production mode.
Communications Manager can
use Cisco Unified Presence. A
Note
You can upload the server license to
Device License Unit (DLU) is
Cisco Unified Presence before or after
required.
the trial evaluation period ends.
All users who are configured on
Cisco Unified
Communications Manager can use
Cisco Jabber A Device License Unit
(DLU) is required.
Related Topics
See the Real-Time Monitoring Tool (Syslog viewer) for the licensing alarm messages that display in
Evaluation mode and Evaluation-Expired mode.
User and Server License Requirements
This section describes the Cisco Unified Presence user and server licenses:
Note
•
Cisco Unified Presence user feature license
•
Cisco Unified Presence server license
•
Cisco Unified Presence software version license
Cisco includes an End User Licence Agreement (EULA) with Cisco Unified Presence 8.x for
compliancy-oriented customers and to align with the Cisco Unified Communications licensing structure.
Cisco Unified Presence User Feature License
You need to assign availability capabilities for each Cisco Unified Presence user. This will consume one
Cisco Unified Communications Manager Device License Unit (DLU).
Installation Guide for Cisco Unified Presence Release 8.6
2-4
Chapter 2
Product Description
Cisco Unified Presence License Requirements
You can assign Cisco Unified Presence capabilities on a per user basis, regardless of the number of
clients you associate with each user. When you assign Cisco Unified Presence capabilities for a user, this
enables the user to send and receive availability updates. If the user is not enabled for
Cisco Unified Presence capabilities, no availability updates are allowed for that user.
On Cisco Unified Communications Manager, you will need to upload the user DLU, and then assign
Cisco Unified Presence capabilities for a user.
If the user is using Cisco Jabber as their soft client with Cisco Unified Presence, you must explicitly
assign the user to Cisco Jabber. Similar to the Cisco Unified Presence End User License Agreement
(EULA), this will consume one Cisco Unified Communications Manager DLU.
Cisco Unified Presence Server License
You will require one server license for each Cisco Unified Presence server. This license covers service
activation for the Cisco UP Presence Engine and Cisco UP SIP Proxy services on
Cisco Unified Presence.
Note
This only applies if you are configuring the Cisco Unified Presence publisher node, or enabling Cisco
Unified Presence in permanent Production mode.
You can deploy Cisco Unified Presence software as a single server or as a cluster of up to six servers.
You must order a separate server license for each Cisco Unified Presence server, however, you only need
to upload the license to the first node in a cluster as the license file contains the number of Cisco Unified
Presence servers in a cluster that are licensed to the customer.
For Cisco Unified Presence Release 8.x, you must provide the MAC address of the physical server or the
License MAC value of the VMware server to obtain the Cisco Unified Presence licenses. You can only
upload a license file issued for a physical server to a physical server. Similarly, you can only upload a
VMware license file to a VMware server.
For general virtualization information applicable across all Unified Communications products, see the
Virtualization for Unified Communications docwiki at:
http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization
Cisco Unified Presence Software Version License
You only require a software version license if you are performing an upgrade to Cisco Unified Presence
Release 8.x.You require one software version license for each Cisco Unified Presence cluster. The
software version license enables service startup for the Cisco UP Presence Engine and Cisco UP SIP
Proxy services on Cisco Unified Presence after an upgrade. For more information about upgrades, see
the Upgrade Guide for Cisco Unified Presence.
For information about how to obtain and uploadCisco Unified Presence licenses, see Obtain and Upload
Cisco Unified Presence License Files, page 5-6
Installation Guide for Cisco Unified Presence Release 8.6
2-5
Chapter 2
Cisco Unified Presence License Requirements
Installation Guide for Cisco Unified Presence Release 8.6
2-6
Product Description
CH A P T E R
3
Before you Begin
•
Read this First, page 3-1
•
Installation Time Requirements, page 3-1
•
System Requirements, page 3-2
•
Hardware and Software Requirements, page 3-9
•
Pre-Installation Checklist, page 3-9
•
Cluster Topology, page 3-10
•
Unattended Installation of Cisco Unified Presence, page 3-10
Read this First
When you install Cisco Unified Presence on an existing server, the hard drive is formatted, and all
existing data on the drive is overwritten.
DNS Requirements
Note the following DNS requirements:
•
Mixed-mode DNS deployments not supported—Cisco does not support mixed-mode deployments.
Both Cisco Unified Communications Manager and Cisco Unified Presence must either use or not
use DNS.
•
Cisco Unified Communications Manager and Cisco Unified Presence should use the same DNS
server—If you use different DNS servers between Cisco Unified Presence and Cisco Unified
Communications Manager, it is likely to cause abnormal system behavior.
•
Multi-node considerations—If you are using the multi-node feature in Cisco Unified Presence, see
the section regarding multi-node deployments in the Deployment Guide for Cisco Unified Presence
for DNS configuration options.
Installation Time Requirements
The entire Cisco Unified Presence installation process, excluding pre- and post-installation tasks, takes
approximately 45 to 120 minutes per server, depending on your server type.
Installation Guide for Cisco Unified Presence Release 8.6
3-1
Chapter 3
Before you Begin
System Requirements
System Requirements
•
Required Passwords, page 3-2
•
Required Installation Information, page 3-3
Required Passwords
During the Cisco Unified Presence installation, you must specify the following usernames and
passwords:
•
Administrator Account Username and Password
•
Application Username and Password
•
Security Password
Administrator Account Username and Password
During installation, you must create an Administrator Account username and password to log into the
following areas:
•
Cisco Unified Operating System Administration interface
•
Disaster Recovery System Administration interface
•
Command Line Interface (CLI)
The Administrator login must start with an alphabetic character, be at least six characters long, and can
contain alphanumeric characters, hyphens, and underscores.
If you lose the Administrator password and cannot access the system, you can recover the Administrator
password in Cisco Unified Communications Operating System Administration.
If you need to reset the Administrator password, use the CLI. For the required CLI syntax, see Required
Installation Information, page 3-3.
Application Username and Password
During installation, you must create an Application User user ID and password to sign into the
Cisco Unified Presence Administration interface.
If you need to reset the Application User password, use the CLI. For the required CLI syntax, see
Required Installation Information, page 3-3.
Security Password
During installation, you must specify a system security password. This password is used to secure
communication between cluster nodes. In the Post-Installation deployment wizard, which displays the
first time you sign in to Cisco Unified Presence Administration, you must reset the security password to
be identical to the password used on the Cisco Unified Communications Manager publisher server.
Installation Guide for Cisco Unified Presence Release 8.6
3-2
Chapter 3
Before you Begin
System Requirements
Note
The security password that you set for Cisco Unified Presence in the Post-Installation deployment
wizard must be identical to the password used on the Cisco Unified Communications Manager Publisher
server. The system uses this password to authorize communications between nodes, and you must ensure
that this password is identical on all nodes in the cluster.
If you lose the Cisco Unified Communications Manager security password, there is no way to verify
from Cisco Unified Presence what the security password is on the Cisco Unified Communications
Manager server. See Cisco Unified Communications Manager documentation for information about how
to retrieve the security password.
To reset the Cisco Unified Communications Manager security password after your first sign in to Cisco
Unified Presence Administration, (for example, if the password has changed on Cisco Unified
Communications Manager and you need to update it on Cisco Unified Presence) select System > CUCM
Publisher in Cisco Unified Presence Administration.
Required Installation Information
When you install Cisco Unified Presence on a server, the installation process requires certain
information that you must provide. You can provide this information manually during the installation
process or you can provide it using an answer file. For each Cisco Unified Presence server that you install
in a cluster, you must gather this information before you begin the installation process.
Table 3-1 lists the information that you must gather before you install Cisco Unified Presence.
Note
Because some of the fields are optional, they may not apply to your configuration. For example, if you
decide not to set up an SMTP host during installation, the parameter still displays, but you do not need
to enter a value.
The last column in the table shows whether you can change a parameter after installation, and if you can,
if provides the appropriate menu path or Command Line Interface (CLI) command.
Table 3-1
Required Installation Information
Configuration Data
Description
Editable After Installation
Administrator Credentials
Administrator Login
Specifies the name that you No
want to assign to the
Administrator account.
Administrator Password
Specifies the password for
the Administrator account.
Yes
Specifies the user ID for
Cisco Unified Presence
Administration.
Yes
CLI: set password admin
Application User Credentials
Application User Username
CLI:
utils reset ui administrator name
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Chapter 3
Before you Begin
System Requirements
Table 3-1
Required Installation Information (continued)
Configuration Data
Description
Editable After Installation
Application User Password
Specifies the password for
Cisco Unified Presence
Administration.
Yes
CLI:
utils reset ui administrator
password
Security Password
Security password for Cisco
Unified Communications
Manager publisher node
The security password that
you set for each Cisco
Unified Presence server
must be identical to the
password used on the Cisco
Unified Communications
Manager Publisher server.
Yes
You can change the security password
entered during an initial installation
in one of two ways:
•
As you configure the
post-installation wizard in Cisco
Unified Presence Administration.
•
In Cisco Unified Presence
Administration: select
System > CUCM Publisher
Certificate Information
Organization
Unit
Location
State
Country
Used to create the
Certificate Signing
Request.
Yes
Used to create the
Certificate Signing
Request.
Yes
Used to create the
Certificate Signing
Request.
Yes
Used to create the
Certificate Signing
Request.
Yes
Used to create the
Certificate Signing
Request.
Yes
Specifies the name of the
SMTP host that is used for
outbound email.
Yes
CLI: set web-security
CLI: set web-security
CLI: set web-security
CLI: set web-security
CLI: set web-security [orgunit]
[orgname] [locality] [state]
(Optional) SMTP
SMTP Location
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > SMTP, and enter the
IP address or Hostname in the
SMTP Host Field.
•
CLI: set smtp
You must fill in this field if
you plan to use electronic
notification. If not, you can
leave it blank.
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Chapter 3
Before you Begin
System Requirements
Table 3-1
Required Installation Information (continued)
Configuration Data
Description
Editable After Installation
NIC Interface Settings
NIC Speed
If you do not enable
Yes
automatic negotiation of the
CLI: set network nic
ethernet Network Interface
Card (NIC) speed, you must
select the NIC speed (either
10 megabit or 100 megabit).
NIC Duplex
If you do not enable
Yes
automatic negotiation of the
CLI: set network nic
ethernet Network Interface
Card (NIC) duplex setting,
you must select the NIC
duplex setting (either Full
or Half).
MTU Size
Note
The maximum transmission Yes
unit (MTU) represents the
This value must be the
CLI: set network mtu
largest packet, in bytes, that
same as the value entered
Note
If you need to change this
this host will transmit on
on the Cisco Unified
value for Cisco Unified
the network.
Communications
Presence, you must match it
Manager server.
The MTU setting must be
with the value on
Otherwise the
the same on all nodes in a
Cisco Unified
installation will fail.
cluster.
Communications Manager.
Network Information
DHCP
(Dynamic Host Configuration
Protocol)
Host Name
Note
To change the hostname
on a Cisco Unified
Presence server, see
Changing the IP Address
and Hostname for Cisco
Unified Presence.
Select Yes if you want to
Yes.
use DHCP to automatically
• In Cisco Unified OS
configure the network
Administration: select
settings on your server.
Settings > IP > Publisher
If you select No, you must
• CLI: set network dhcp
enter a hostname, IP
Address, IP Mask,
Gateway, and DNS
configuration.
If DHCP is set to No, you
must enter a hostname for
this machine.
Yes
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network IP
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Chapter 3
Before you Begin
System Requirements
Table 3-1
Required Installation Information (continued)
Configuration Data
Description
Editable After Installation
IP Address
Note
If DHCP is set to No, you Yes
must enter the IP address of
To change the IP address
• In Cisco Unified
this machine.
on a Cisco Unified
Communications Operating
System Administration: select
Presence server, see
Settings > IP > Ethernet
Changing the IP Address
and Hostname for Cisco
• CLI: set network IP eth0
Unified Presence.
[ip-address] [ip-mask]
IP Mask
Gateway Address
If DHCP is set to No, you
must enter the IP subnet
mask of this machine. The
subnet mask together with
the IP address defines the
network address and the
host address.
Yes
If DHCP is set to No, you
must enter the gateway
address.
Yes.
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network IP eth0
[ip-address] [ip-mask]
•
In Cisco Unified
Communications Operating
System Administration: select
Settings > IP > Ethernet
•
CLI: set network gateway
(Optional) DNS
DNS Primary
If you have a Domain Name Yes
Server (DNS), Cisco
CLI: set network dns primary
Unified Presence contacts
this DNS server first when
attempting to resolve
hostnames.
DNS Secondary
When a primary DNS
server fails, Cisco Unified
Presence will attempt to
connect to the secondary
DNS server.
Domain
Yes
CLI: set network dns secondary
Represents the name of the Yes
domain in which this
CLI: set network domain
machine is located
Timezone
Time Zone
Reflects the local time zone Yes
and offset from Greenwich
CLI: set timezone
Mean Time (GMT). Select
the time zone that most
closely matches the
location of your machine.
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Chapter 3
Before you Begin
System Requirements
Table 3-1
Required Installation Information (continued)
Configuration Data
Description
Editable After Installation
During installation of the
Cisco Unified Presence
publisher node, you must
specify the IP address of an
external Network Time
Protocol (NTP) server.
Cisco recommends that you
use the Cisco Unified
Communications Manager
publisher node as the NTP
server.
Yes
Network Time Protocol
NTP Server IP Address
In Cisco Unified Communications
Operating System Administration:
select
Settings > NTP Servers
Cisco Unified Presence Publisher Node
Cisco Unified Presence
Publisher Node Hostname
Note
You need the hostname of
the Cisco Unified Presence
publisher node when you
To change the host name
add a subscriber node to a
on a Cisco Unified
cluster.
Presence server, see
Changing the IP Address
and Hostname for Cisco
Unified Presence.
Cisco Unified Presence
Publisher Node IP Address.
Note
If your network does not
have DNS, you must
provide the IP address of
To change the host name
the Cisco Unified Presence
on a Cisco Unified
publisher node when you
Presence server, see
add a subscriber node to a
Changing the IP Address
cluster.
and Hostname for Cisco
Unified Presence.
Yes
In Cisco Unified Communications
Operating System Administration:
select
Settings > IP > Publisher
Note
This only applies if, for
network configuration
purposes, you changed the
hostname on the
Cisco Unified Presence
publisher server. If you do
this, you must update the IP
address of the publisher
server on subsequent servers
in Cisco Unified Presence.
Yes
In Cisco Unified Communications
Operating System Administration:
select
Settings > IP > Publisher
Note
This only applies if, for
network configuration
purposes, you changed the
hostname on the
Cisco Unified Presence
publisher server. If you do
this, you must update the IP
address of the publisher
server on subsequent servers
in Cisco Unified Presence.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 3
Before you Begin
System Requirements
Table 3-1
Required Installation Information (continued)
Configuration Data
Description
Editable After Installation
Cisco Unified Communications Manager Publisher Node
Cisco Unified Communications
Manager Publisher Node
Hostname
You need the hostname of
the Cisco Unified
Communications Manager
publisher node when you
complete the
post-installation
deployment wizard for the
Cisco Unified Presence
publisher node.
Yes
Cisco Unified Communications
Manager Publisher Node IP
Address.
You need the hostname of
the Cisco Unified
Communications Manager
publisher node when you
complete the
post-installation
deployment wizard for the
Cisco Unified Presence
publisher node.
Yes
In Cisco Unified Presence
Administration: select
System > CUCM Publisher
In Cisco Unified Presence
Administration: select
System > CUCM Publisher
Cisco Unified Communications Manager AXL Credentials
AXL User
AXL is the API that Cisco
Unified Presence uses to
communicate with Cisco
Unified Communications
Manager.
Yes
In Cisco Unified Presence
Administration: select
System > CUCM Publisher
During the installation of
the publisher node, you
must supply the Cisco
Unified Communications
Manager AXL username in
the post-installation
deployment wizard.
AXL Password
During the installation of
the publisher node, you
must supply the Cisco
Unified Communications
Manager AXL password in
the post-installation
deployment wizard.
Note
Installation Guide for Cisco Unified Presence Release 8.6
3-8
The AXL password
must not contain
any special
characters.
Yes
In Cisco Unified Presence
Administration: select
System > CUCM Publisher
Chapter 3
Before you Begin
Hardware and Software Requirements
Hardware and Software Requirements
•
Hardware Requirements, page 3-9
•
Software Restrictions, page 3-9
Hardware Requirements
You can find information regarding supported hardware for the following servers:
•
Cisco Unified Presence server
For Cisco Unified Presence hardware support, see the Hardware and Software Compatibility
Information for Cisco Unified Presence.
•
Cisco Unified Communications Manager server
For Cisco Unified Communications Manager hardware support, see the Cisco Unified
Communications Manager compatibility matrix:
http://www.cisco.com/en/US/products/sw/voicesw/ps556/products_device_support_tables_list.htm
l
If you are configuring the Cisco Unified Presence multi-node feature in your network, review the
multi-node hardware recommendations in the Deployment Guide for Cisco Unified Presence.
Note
To install Cisco Unified Presence Release 8.6(4) and later, you must ensure that all MCS platforms
contain a minimum of 4 GB of RAM.
Software Restrictions
Cisco Unified Presence can only upload and process software that Cisco Systems approves. You cannot
install or use third-party Linux or Windows-based software applications with Cisco Unified Presence.
You perform valid software installations and upgrades in Cisco Unified Communications Operating
System Administration.
For information about software compatibility, see the Hardware and Software Compatibility Information
for Cisco Unified Presence.
Pre-Installation Checklist
You must complete the following pre-installation tasks before you begin to install the Cisco Unified
Presence software.
1.
Gather all the information you need to complete the installation and configuration of the Cisco
Unified Presence software.
See Required Installation Information, page 3-3.
2.
If you are installing a subscriber node, ensure that you add the subscriber node to the Cisco Unified
Presence publisher node Cluster Topology. See Cluster Topology, page 3-10.
3.
Ensure that the Cisco Unified Presence server has network access to the Cisco Unified
Communications Manager publisher server.
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Chapter 3
Before you Begin
Cluster Topology
You can ping Cisco Unified Communications Manager from other servers.
4.
Ensure that you turn on the Cisco AXL Web Service on the associated Cisco Unified
Communications Manager server.
Select Tools > Service Activation in Cisco Unified Serviceability.
5.
Caution
If you use DNS, ensure that you have configured the host name of the new Cisco Unified Presence
server on the DNS server and that the DNS server can resolve the host name of the Cisco Unified
Communications Manager publisher server and of other Cisco Unified Presence servers (if any).
Cisco recommends that you use the same DNS servers between Cisco Unified Presence and Cisco
Unified Communications Manager. If you use different DNS servers, it is likely to cause abnormal
system behavior. Both Cisco Unified Communications Manager and Cisco Unified Presence must either
use or not use DNS because Cisco does not support mixed-mode deployments. If you are using the
multi-node feature in Cisco Unified Presence, see the Deployment Guide for Cisco Unified Presence for
DNS configuration options.
Cluster Topology
The system automatically assigns the first Cisco Unified Presence node that you install as the publisher
node. For a multi-node Cisco Unified Presence deployment, after you install the publisher node you must
create the required subclusters and subscriber nodes in your Cisco Unified Presence cluster. You perform
the system topology configuration on the Cisco Unified Presence publisher node; select System >
Cluster Topology in Cisco Unified Presence Administration. For more information about performing a
fresh multi-node installation, see Perform a Fresh Multi-Node Installation, page 4-15.
You must create the subscriber nodes in your topology (on the publisher node) before you install the
Cisco Unified Presence software on these nodes. However, you cannot assign these subscriber nodes to
a subcluster until after you install Cisco Unified Presence software on these subscriber nodes. If you
assign a subscriber node to a subcluster before you install it, users in remote clusters will not receive
availability information. An availability outage will occur until the node is installed.
A typical process for deploying multiple nodes in a cluster is as follows:
1.
Install the publisher node.
2.
In Cluster Topology, on the publisher node, create all the subclusters and subscriber nodes.
3.
Install each of the subscriber nodes in the cluster.
4.
In Cluster Topology, on the publisher node, assign the subscriber nodes to the subcluster
arrangement as required.
For more information about configuring the cluster topology, see the Deployment Guide for Cisco
Unified Presence.
Unattended Installation of Cisco Unified Presence
Cisco Unified Presence can be installed unattended using an XML answer file that reads predefined
configuration values during the installation process.
Cisco Unified Communications Answer File Generator, a web application, generates answer files for
unattended installations of Cisco Unified Presence. You must generate the answer file, copy it to a USB
key and use it with the Cisco Unified Presence DVD during the installation process.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 3
Before you Begin
Unattended Installation of Cisco Unified Presence
The generated XML answer file may be quite large, for example, 1 Gigabyte. Therefore, you may need
to reformat the USB key to support a large storage capacity before you save the XML file to the USB
key. For more information about reformatting the USB key, see Reformat USB Key to the FAT32 File
System, page 3-12.
Note
You can only use answer files for fresh installations of Cisco Unified Presence and not for upgrades.
To generate an answer file for unattended installation and configuration of Cisco Unified Presence you
must access the Cisco Unified Communications Answer File Generator at the following URL:
http://www.cisco.com/web/cuc_afg/index.html
The web application supports the following features:
•
Generates and saves answer files for unattended installations on the publisher server and all
subsequent servers.
•
Provides syntactical validation of data entries.
•
Supports Internet Explorer version 6.0 or higher and Mozilla version 1.5 or higher.
•
Provides online help and documentation.
Generate an Answer File
The following procedure describes how to generate an answer file using the Cisco Unified
Communications Answer File Generator.
Before You Begin
Gather the required installation and configuration information, see Required Installation Information,
page 3-3.
Procedure
Step 1
Access the Cisco Unified Communications Answer File Generator at the following URL:
http://www.cisco.com/web/cuc_afg/index.html
Step 2
Enter the required information for the node(s) that you wish to install. You can specify installation and
configuration information for the publisher node and up to 5 subscriber nodes in a cluster.
Note
If DHCP client is used on the publisher server, and subsequent server answer files are also
generated, you must specify the publisher server IP address.
Step 3
Select Generate Answer Files.
Step 4
Follow the instructions to download the answer file(s). A separate answer file will be generated for each
node that you want to install and configure.
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Chapter 3
Before you Begin
Unattended Installation of Cisco Unified Presence
Reformat USB Key to the FAT32 File System
You may need to reformat the USB key for the answer file to the FAT32 file system using the Windows
XP Disk Management Utility. The FAT file system format provides for larger storage capacity (for
example, 1 Gigabyte). You may need to be an Administrator or a member of the Administrators group
to perform this procedure.
Procedure
Step 1
Insert the USB key into a USB slot on the Windows XP computer.
Step 2
Select Start > Control Panel > Administrative Tools and double-click Computer Management.
Step 3
Expand the Storage tree and select Disk Management.
Step 4
Right-click the Removable Disk icon and select Format.
Step 5
Select Yes if you are asked whether you are sure that you want to format this partition.
Step 6
Select the File System and select FAT32 from the list box.
Step 7
Select OK. and OK again when you are prompted to format the volume.
Note
See Use an Answer File to Install and Configure Cisco Unified Presence, page 4-8 for detailed
instructions on how to install and configure Cisco Unified Presence using an answer file.
Installation Guide for Cisco Unified Presence Release 8.6
3-12
CH A P T E R
4
Installation
•
Installation Overview, page 4-1
•
Navigate the Installation Wizard, page 4-7
•
Install and Configure Cisco Unified Presence, page 4-7
•
Perform a Fresh Multi-Node Installation, page 4-15
Installation Overview
Cisco Unified Presence supports the following installation and configuration options for the publisher
and subscriber nodes:
•
Unattended installation and configuration of Cisco Unified Presence using an answer file
•
Manual installation and configuration of Cisco Unified Presence
•
Configuration of a preinstalled Cisco Unified Presence server
Installation and Configuration Taskflows
You can use this document to perform the following different installation scenarios:
•
Unattended Installation and Configuration of the Publisher Node
•
Unattended Installation and Configuration of a Subscriber Node
•
Manual Installation and Configuration of the Publisher Node
•
Manual Installation and Configuration of a Subscriber Node
•
Add a New Node to an Existing Cluster
The following sections provide an overview of the high-level tasks that you must perform for each of the
installation scenarios. Each high-level task also includes a link to another section of the document, which
you can follow for detailed information about the task.
Installation Guide for Cisco Unified Presence Release 8.6
4-1
Chapter 4
Installation
Installation Overview
Unattended Installation and Configuration of the Publisher Node
Figure 4-1
Unattended Installation and Configuration of the Publisher Node
Unattended installation
of publisher node
Complete pre-installation
checklist
Insert USB key
and restart server
Run the Post-Installation
Deployment Wizard
End
209560
Complete post-installation
checklist
The following list contains the steps that you must complete to use an answer file to automatically install
and configure the software on the publisher node.
1.
Perform all pre-installation tasks that apply to your site.
See Pre-Installation Checklist, page 3-9
2.
Follow the procedure to use an answer file for unattended installation on the publisher node.
See Use an Answer File to Install and Configure Cisco Unified Presence, page 4-8
3.
Follow the procedure to run the post-installation deployment wizard on the publisher node.
See Run the Post-Installation Deployment Wizard, page 4-12
4.
Perform all post-installation tasks that apply to your site.
See Post-Installation Checklist, page 5-1
Installation Guide for Cisco Unified Presence Release 8.6
4-2
Chapter 4
Installation
Installation Overview
Unattended Installation and Configuration of a Subscriber Node
Figure 4-2
Unattended Installation and Configuration of a Subscriber Node
Unattended installation
of subscriber node
Complete pre-installation
checklist
Insert USB key
and restart server
End
209561
Complete post-installation
checklist
The following list contains the steps that you must complete to use an answer file to automatically install
and configure the software on a subscriber node.
1.
Perform all pre-installation tasks that apply to your site.
See Pre-Installation Checklist, page 3-9
2.
Follow the procedure to use an answer file for unattended installation on a subscriber node.
See Use an Answer File to Install and Configure Cisco Unified Presence, page 4-8
3.
Perform all post-installation tasks that apply to your site.
See Post-Installation Checklist, page 5-1
Installation Guide for Cisco Unified Presence Release 8.6
4-3
Chapter 4
Installation
Installation Overview
Manual Installation and Configuration of the Publisher Node
Figure 4-3
Manual Installation and Configuration of the Publisher Node
Complete pre-installation
checklist
Configure the
publisher node
Start a basic
installation
Run the Post-Installation
Deployment Wizard
Configure the
basic installation
Complete post-installation
checklist
End
209562
Manually install
publisher node
The following list contains the steps that you must complete to install and manually configure the
software that you have on a DVD on the publisher node.
1.
Perform all pre-installation tasks that apply to your site.
See Pre-Installation Checklist, page 3-9
2.
Follow the procedure to begin installing the software from the DVD to your server.
See Start a Basic Installation, page 4-9
3.
Follow the procedure to configure a basic installation.
See Configure the Basic Installation, page 4-10
4.
Follow the procedure to configure the publisher node in the cluster.
Configure the Publisher Node, page 4-11
5.
Follow the procedure to run the post-installation deployment wizard on the publisher node.
See Run the Post-Installation Deployment Wizard, page 4-12
6.
Perform all post-installation tasks that apply to your site.
See Post-Installation Checklist, page 5-1
Installation Guide for Cisco Unified Presence Release 8.6
4-4
Chapter 4
Installation
Installation Overview
Manual Installation and Configuration of a Subscriber Node
Figure 4-4
Manual Installation and Configuration of a Subscriber Node
Manually install
publisher node
Start a basic
installation
Configure the
subscriber node
Configure the
basic installation
Complete post-installation
checklist
End
209563
Complete pre-installation
checklist
The following list contains the steps that you must complete to install and manually configure the
software that you have on a DVD on a subscriber node.
1.
Perform all pre-installation tasks that apply to your site.
See Pre-Installation Checklist, page 3-9
2.
Follow the procedure to begin installing the software from the DVD to your server.
See Start a Basic Installation, page 4-9
3.
Follow the procedure to configure a basic installation.
See Configure the Basic Installation, page 4-10
4.
Follow the procedure to configure a subscriber node in the cluster.
Configure a Subscriber Node, page 4-13
5.
Perform all post-installation tasks that apply to your site.
See Post-Installation Checklist, page 5-1
Installation Guide for Cisco Unified Presence Release 8.6
4-5
Chapter 4
Installation
Installation Overview
Add a New Node to an Existing Cluster
Figure 4-5
Add a New Node to an Existing Cluster
Manual
Installation
?
Add a new node
to cluster
No
Insert USB key
and restart server
Yes
Start a basic
installaton
Complete pre-installation
checklist
Configure the
basic installation
Ensure you have
the appropriate
number of licenses
Configure the
subscriber node
Configure new
node on publisher
Cluster Topology
Complete post-installation
checklist
Verify you have
correct sofware
version
End
209564
Back up your
system
The following list contains the steps that you must complete to add a new node to an existing cluster.
1.
Before you make any changes to your existing cluster, ensure that you have a current backup file.
See Disaster Recovery System Administration Guide.
2.
Perform all pre-installation tasks that apply to your site.
See Pre-Installation Checklist, page 3-9
3.
Ensure that you have the appropriate number of licenses to support adding a new node.
See Cisco Unified Presence License Requirements, page 2-2.
4.
Before you install the new node, ensure that you have configured it on the publisher node.
See Cluster Topology, page 3-10.
5.
You must install the same software version on all nodes in the cluster. Verify that you have the
correct version on DVD.
6.
For an unattended installation and configuration of the new node, follow the procedure to use an
answer file for the subscriber node installation and configuration.
See Use an Answer File to Install and Configure Cisco Unified Presence, page 4-8
Installation Guide for Cisco Unified Presence Release 8.6
4-6
Chapter 4
Installation
Navigate the Installation Wizard
Otherwise, to manually install and configure the subscriber node, complete the following
procedures:
a. Follow the procedure to begin installing the software from the DVD to your server.
See Start a Basic Installation, page 4-9
b. Follow the procedure to configure a basic installation.
See Configure the Basic Installation, page 4-10
c. Follow the procedure to configure a subscriber node in the cluster.
See Configure a Subscriber Node, page 4-13
7.
Perform all post-installation tasks that apply to your site.
See Post-Installation Checklist, page 5-1
Navigate the Installation Wizard
Table 4-1 describes how to navigate within the installation wizard.
Table 4-1
Installation WIzard Navigation
To Do This
Select This
Move to the next field
Tab or right arrow
Move to the previous field
Alt-Tab or left arrow
Select an option
Space bar or Enter
Scroll up or down a list
Up or down arrow
Go to the previous window
Space bar or Enter when you select Back (when available)
Get help information for a window
Space bar or Enter when you select Help (when available)
Install and Configure Cisco Unified Presence
•
Media Check, page 4-7
•
Use an Answer File to Install and Configure Cisco Unified Presence, page 4-8
•
Start a Basic Installation, page 4-9
•
Configure the Basic Installation, page 4-10
•
Configure the Publisher Node, page 4-11
•
Run the Post-Installation Deployment Wizard, page 4-12
•
Configure a Subscriber Node, page 4-13
•
Configure a Preinstalled Cisco Unified Presence Server, page 4-15
Media Check
When the installation wizard begins you are prompted to perform a media check. After the media check
completes the result of the check is displayed in the Media Check Result window.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Install and Configure Cisco Unified Presence
If the media check passes, you can continue with the installation. The system installer then performs
various hardware checks to ensure your system is correctly configured for Cisco Unified Presence. The
system installer also checks whether you have a supported hardware platform. If your server does not
meet the exact hardware requirements, the installation process fails with a critical error. If you think this
is not correct, capture the error and report it to Cisco Support. For a list of the supported hardware for
Cisco Unified Presence Release 8.6, see Hardware and Software Compatibility Information for
Cisco Unified Presence.
If the media check fails, you have two options. You can continue with the installation, which may fail,
or you can start the installation again after you download another copy from Cisco.com or obtain another
disk directly from Cisco Systems.
Use an Answer File to Install and Configure Cisco Unified Presence
You can use an answer file for a fresh installation of Cisco Unified Presence. This option will complete
the installation and configuration of Cisco Unified Presence unattended.
Before You Begin
•
Complete the pre-installation checklist, see Pre-Installation Checklist, page 3-9.
•
Generate the answer file and save it onto a FAT32 file system USB key, see Unattended Installation
of Cisco Unified Presence, page 3-10.
Procedure
Step 1
Insert the USB key into a USB port.
Step 2
Insert the installation DVD into the tray and restart the server, so it starts from the DVD.
Step 3
Select Yes to perform a media check after the server completes its boot sequence.
Step 4
If the media check result is Pass, select OK to continue the installation. Otherwise, you can restart the
installation later with a new software disk.
Step 5
In the Product Deployment Selection window, select OK to install Cisco Unified Presence.
The installation process then verifies RAID configuration and BIOS settings. If the installation process
makes any changes to your hardware configuration settings, you will be prompted to restart your system.
Step 6
Caution
In the Proceed with Install window, select Yes to continue with the installation.
Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in
the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed.
The Proceed with Install window indicates the Cisco Unified Presence software version, if any, on your
hard drive and the version on the DVD.
The Cisco Unified Presence software is installed and configured based on the information provided in
the answer file.
What To Do Next
•
If this is the publisher node, proceed to Run the Post-Installation Deployment Wizard, page 4-12.
•
If this is a subscriber node, proceed to Post-Installation Checklist, page 5-1.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Install and Configure Cisco Unified Presence
Start a Basic Installation
This procedure is the first step in manually installing and configuring Cisco Unified Presence software.
Before You Begin
•
Complete the pre-installation tasks as described in Pre-Installation Checklist, page 3-9.
•
If you have a new server with Cisco Unified Presence preinstalled, you do not need to install from
a DVD, unless you want to reimage the server with a later product release. Skip to the procedure that
describes how to enter preexisting installation data, Configure a Preinstalled Cisco Unified Presence
Server, page 4-15.
Procedure
Step 1
Insert the installation DVD into the tray and restart the server, so it starts from the DVD.
Step 2
Select Yes to perform a media check after the server completes its boot sequence.
Step 3
If the media check result is Pass, select OK to continue the installation. Otherwise, you can restart the
installation later with a new software disk.
Step 4
In the Product Deployment Selection window, select OK to install Cisco Unified Presence.
The installation process then verifies RAID configuration and BIOS settings. If the installation process
makes any changes to your hardware configuration settings, you will be prompted to restart your system.
Step 5
Caution
Step 6
In the Proceed with Install window, select Yes to continue with the installation, otherwise select No.
Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in
the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed.
The Proceed with Install window indicates the Cisco Unified Presence software version, if any, on your
hard drive and the version on the DVD.
In the Platform Installation window, select one of the following:
•
Proceed—to install and configure the software now.
•
Skip—to install the software now but configure it later. The system will restart and you can continue
with the configuration later, see Configure a Preinstalled Cisco Unified Presence Server, page 4-15.
Step 7
In the Apply Patch window, select No to install the software on the DVD without upgrading to a later
release. The option to upgrade to a later release of the software is currently not supported.
Step 8
Select Continue in the Basic Install window.
Troubleshooting Tip
During the hardware checks, the installation process checks for the correct drivers. If you see the
following warning “Drivers not found, do you want to install manually?”, you must select Yes to
continue with the installation.
What To Do Next
•
Configure the Basic Installation, page 4-10, or
•
Configure a Preinstalled Cisco Unified Presence Server, page 4-15
Installation Guide for Cisco Unified Presence Release 8.6
4-9
Chapter 4
Installation
Install and Configure Cisco Unified Presence
Configure the Basic Installation
Before You Begin
•
Load your Cisco Unified Presence DVD and start the basic installation, as described in Start a Basic
Installation, page 4-9.
•
Cisco Unified Presence configuration is specific to your installation requirements, and some fields
are optional. For example, you may choose to configure static IP address values and DNS over
DHCP.
Procedure
Step 1
In the Timezone Configuration window, select the appropriate timezone for the server and select OK.
Step 2
In the Auto Negotiation Configuration window, select Yes to automatically set the speed and duplex
settings of the Ethernet network interface card (NIC).
Note
To use auto negotiation, your hub or Ethernet switch must support automatic negotiation.
Otherwise, select No and manually select the appropriate NIC Speed and Duplex settings. Select OK to
continue.
Step 3
If you need to change the default Maximum Transit Unit (MTU) value, select Yes, enter the same MTU
value that is set on Cisco Unified Communications Manager and select OK.
Note
Step 4
If you do not enter the same MTU value as Cisco Unified Communications Manager, the
installation will fail.
In the DHCP Configuration window, select:
•
Yes to use Dynamic Host Configuration Protocol (DHCP) and continue with Step 7.
•
No to set up a static IP address for the server.
Step 5
In the Static Network Configuration window, enter your static network configuration values and select
OK.
Step 6
In the DNS Client Configuration window, select:
•
Yes if you are using DNS, enter your DNS client information and select OK.
•
No if you are not using DNS.
Note
If you do not use DNS, you must update the Cisco Unified Presence node name to be a resolvable
value after installation is complete. See Change Cisco Unified Presence Node Name to a
Resolvable Value, page 5-5.
Step 7
Enter your Administrator Login and Password credentials.
Step 8
In the Certificate Information window, enter your certificate signing request information (Organization,
Unit, Location, State and Country) and select OK to continue.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Install and Configure Cisco Unified Presence
Step 9
If this is the publisher node, continue the installation as described in Configure the Publisher Node,
page 4-11. If this is a subscriber node, continue the installation as described in Configure a Subscriber
Node, page 4-13.
What To Do Next
•
If this is the publisher node, proceed to Configure the Publisher Node, page 4-11
•
If this is a subscriber node, proceed to Configure a Subscriber Node, page 4-13
Configure the Publisher Node
Before You Begin
•
Start a basic installation, see Start a Basic Installation, page 4-9.
•
Configure the basic installation, see Configure the Basic Installation, page 4-10
Step 1
In the First Node Configuration window, select Yes.
Step 2
In the Network Time Protocol Client Configuration window, enter the IP address, NTP server name, or
NTP server pool name of the Cisco Unified Communications Manager publisher node. See System Time
on the Cisco Unified Presence Publisher Node, page 2-2 for more information.
Step 3
Enter the Security password in the Security Password window and select OK.
Step 4
If you want to configure an SMTP host, select Yes, enter the SMTP location and select OK.
Step 5
In the Application User Configuration window, enter the Application User Username and Application
User Password and select OK.
Step 6
In the Platform Configuration Confirmation window, select OK to continue installing the software. Once
you select OK, you will no longer be able to modify the Platform configuration.
When the installation process completes, you are prompted to sign in to the Cisco Unified Presence
Administration GUI with the Administrator user ID and password.
Troubleshooting Tips
•
The Security password must be identical to the Cisco Unified Communications Manager Publisher
password. You can change the security password the first time you sign in to Cisco Unified
PresenceAdministration.
•
You must configure an SMTP server to use certain operating system features. However, you can also
configure an SMTP server later using either the Cisco Unified Communications Operating System
interface or the CLI.
What To Do Next
Run the Post-Installation Deployment Wizard, page 4-12
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Install and Configure Cisco Unified Presence
Run the Post-Installation Deployment Wizard
Caution
Always run the post-installation deployment wizard immediately after a fresh installation of Cisco
Unified Presence, and before you back up or restore your data in the Disaster Recovery System. The
operation fails if you install Cisco Unified Presence and attempt to back up or restore data in the Disaster
Recovery System before you run the post-installation deployment wizard.
There is only one publisher in a Cisco Unified Presence cluster, which is the first server that you install.
You are required, only once after a fresh installation of the publisher server, to configure the
Cisco Unified Communications Manager Publisher and AXL information on the Cisco Unified Presence
publisher server.
To allow you to do this, a post-installation deployment wizard starts the first time you sign into Cisco
Unified Presence Administration after a fresh installation of Cisco Unified Presence.
Note
When the post-installation deployment wizard launches, it is confirmation that your initial installation
has succeeded.
Before You Begin
•
You cannot run the post-installation deployment wizard a second time. The next time you sign in to
Cisco Unified Presence Administration, the application automatically detects that the
post-installation configuration is complete and the Cisco Unified Presence Administration window
displays by default.
•
Obtain the user ID and password for the application user on Cisco Unified Communications
Manager who has AXL permissions.
•
If you are not using DNS, obtain the IP address of Cisco Unified Communications Manager
publisher.
Procedure
Step 1
Sign into Cisco Unified Presence Administration on the publisher node. The post-installation
deployment wizard automatically displays. See Access Cisco Unified Presence Administration, page 7-2
for more information about how to sign into Cisco Unified Presence Administration.
Step 2
In the first page of the post-installation deployment wizard, enter the Cisco Unified Communications
Manager publisher hostname in the Hostname field.
If your network does not have DNS, enter the Cisco Unified Communications Manager publisher IP
address in the IP address field.
Note
Step 3
If your network does not have DNS, you must enter an IP address because the hostname will not
automatically resolve to an IP address. If the hostname can resolve to an IP address using DNS,
you can leave the IP address blank and the application detects the IP address automatically.
In the second page of the post-installation deployment wizard, enter the user ID and password for the
appropriate application user, who is assigned the Standard AXL API Access role on the associated
Cisco Unified Communications Manager publisher server.
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Chapter 4
Installation
Install and Configure Cisco Unified Presence
Note
Step 4
By default, the Standard AXL API Access role is assigned to the CCMAdministrator User ID.
In the third page of the post-installation deployment wizard change and confirm the security password
provided during the initial installation of Cisco Unified Presence. Select Next.
Note
When installing subsequent Cisco Unified Presence servers, those subscriber servers will use
this new security password and not the one used during the installation of the Cisco Unified
Presence publisher server.
Step 5
In the fourth page of the post-installation deployment wizard, view your configuration information and
select Confirm to proceed. Otherwise, select Back to correct an error.
Step 6
In the fifth page of the post-installation deployment wizard, select which window you would like to view
next within Cisco Unified Presence Administration.
Troubleshooting Tips
•
If an error message displays, check that AXL is running on Cisco Unified Communications Manager
and that you have the correct User ID and password. Using a browser, enter http://<<CUCM
Hostname>>/axl. You will be prompted for the User ID and password. If the details that you enter
are correct, a web page displays confirmation that AXL is running and ready to receive requests.
•
You cannot run the post-installation wizard a second time. If you need to change the Cisco Unified
Communications Manager publisher address or AXL information after this initial configuration,
select System > CUCM Publisher in Cisco Unified Presence Administration.
•
Subscriber nodes on Cisco Unified Presence will obtain the Cisco Unified Communications
Manager publisher information from the publisher node following the configuration checks on the
publisher node.
•
Cisco Unified Presence displays a warning if you perform an installation on discontinued hardware.
Cisco Unified Presence supports a bridged upgrade from the discontinued hardware. The bridged
upgrade permits you to perform a Disaster Recovery System (DRS) backup on the discontinued
hardware, and then restore the DRS backup on supported hardware. For more information about
bridged upgrades, see the Upgrade Guide for Cisco Unified Presence. For more information about
DRS backups, see the Disaster Recovery System Administration Guide.
What To Do Next
Post-Installation Checklist, page 5-1
Configure a Subscriber Node
When you install a subsequent Cisco Unified Presence server, you must associate the subsequent server
with the Cisco Unified Presence publisher server and configure its hostname and IP address. Each new
server must also have network access to the Cisco Unified Presence publisher server.
You are prompted, before you install any additional Cisco Unified Presence servers, to use the Network
Connectivity Diagnostic tool to probe the network for connectivity issues. Anomalies will be reported
back to you via logs if the system can not verify network access to the publisher server on Cisco Unified
Presence. If you need to investigate a server problem before proceeding further, you are given an
opportunity to pause the process between configuration steps
Installation Guide for Cisco Unified Presence Release 8.6
4-13
Chapter 4
Installation
Install and Configure Cisco Unified Presence
Before You Begin
Note
•
Ensure that you have configured the publisher server on Cisco Unified Presence and the
post-installation deployment wizard has run successfully. As you install subsequent servers,
consider the original publisher server that you installed as the First Node.
•
Add the subscriber node in the Topology view of the publisher node before you install it. Do not
assign the subsequent server to a subcluster until after you install it.
To configure a subscriber node on the Cisco Unified Presence publisher server, select Cluster >
Topology in Cisco Unified Presence Administration. You can add multiple subscriber nodes in one step
in the Topology window. For example, if you are installing a multi-node cluster containing six servers
including the publisher node, you can add five subscriber nodes to the Cisco Unified Presence system
topology simultaneously.
•
Start a basic installation, see Start a Basic Installation, page 4-9.
•
Configure the basic installation, see Configure the Basic Installation, page 4-10
Step 1
In the First Node Configuration window, select No.
Step 2
Read the warnings and select OK to continue.
Step 3
Select No to confirm that you want the installation to proceed after the Network Connectivity Test
validating is complete.
Step 4
Select Continue when the network connectivity to the publisher server is verified as successful.
Step 5
Enter the following information in the First Node Access Configuration window and then select OK to
continue:
•
Hostname of the Cisco Unified Presence publisher server
•
IP address of the Cisco Unified Presence publisher server
•
Security password of the Cisco Unified Communications Manager publisher node
Step 6
If you want to configure an SMTP host, select Yes in the SMTP Host Configuration window and enter
the SMTP location.
Step 7
In the Platform Configuration Confirmation window, select OK to start installing the software.
Otherwise, select Back to change the configuration.
When the installation process completes, you are prompted to sign into Cisco Unified Presence
Administration with the Administrator account and password.
Troubleshooting Tips
•
The security password that you set for Cisco Unified Presence must be identical to the password
used on the Cisco Unified Communications Manager publisher server.
•
If you assign a subsequent Cisco Unified Presence server to a subcluster before you install it, users
in remote clusters will not receive availability information. An availability outage will occur until
the server is installed.
•
You must configure an SMTP server to use certain operating system features. However, you can also
configure an SMTP server later using either the Cisco Unified Communications Operating System
interface or the CLI.
Installation Guide for Cisco Unified Presence Release 8.6
4-14
Chapter 4
Installation
Perform a Fresh Multi-Node Installation
•
If you are deploying two or more servers in your Cisco Unified Presence installation, you will need
to use the multi-node feature in Cisco Unified Presence and ensure that your hardware is compatible
with this feature. This is necessary for both a fresh installation or upgrade of Cisco Unified Presence.
See Perform a Fresh Multi-Node Installation, page 4-15 for specific multi-node deployment
strategies and Cisco recommendations for high availability.
What To Do Next
Post-Installation Checklist, page 5-1
Configure a Preinstalled Cisco Unified Presence Server
Before You Begin
Start a basic Cisco Unified Presence installation, and continue here if you:
•
decided to install the Cisco Unified Presence software earlier but selected Skip in the Platform
Installation Wizard window to configure it at this later stage
•
have a server that has Cisco Unified Presence preinstalled
Procedure
Step 1
Perform this action after the system restarts, and the Preexisting Installation Configuration window
displays:
•
If you have preexisting configuration information, generated by the Answer File Generator, that is
stored on a USB key, insert the USB key now and select Continue. The Installation wizard will read
the configuration information during the installation process.
Step 2
Select Proceed in the Platform Installation Wizard.
Step 3
In the Apply Patch window, select No to install the software on the DVD without upgrading to a later
release. The option to upgrade to a later release of the software is currently not supported.
Step 4
Select Continue in the Basic Install window.
What To Do Next
•
If you used an answer file and this is the publisher node, proceed to Run the Post-Installation
Deployment Wizard, page 4-12
•
If you used an answer file and this is the subscriber node, then installation and configuration of the
software is complete and you should now complete the post-installation checklist, see
Post-Installation Checklist, page 5-1.
•
If you did not use an answer file, proceed to Configure the Basic Installation, page 4-10
Perform a Fresh Multi-Node Installation
We recommend that you follow this sequence of tasks when you are configuring your multi-node Cisco
Unified Presence deployment. You configure the Cisco Unified Presence multi-node feature, and manage
your subclusters, nodes and users in Cluster Topology in Cisco Unified Presence Administration. Select
System > Cluster Topology in Cisco Unified Presence Administration to access Cluster Topology.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Perform a Fresh Multi-Node Installation
You can create the subscriber nodes in your topology before you install these subscriber nodes,
specifically before you install the Cisco Unified Presence software on these nodes. However, you cannot
assign these subscriber nodes to a subcluster before you install Cisco Unified Presence software on these
subscriber nodes.
Before You Begin
•
Determine the type of multi-node deployment model that you are going to configure.
•
Perform the multi-node configuration for your Cisco Unified Presence deployment on the Cisco
Unified Presence publisher node.
Restriction
Your hardware must comply with the multi-node hardware recommendations.
Procedure
Step 1
Install and configure the Cisco Unified Presence publisher node (the first server in the Cisco Unified
Presence cluster).
Step 2
(On the publisher node) In Cluster Topology, create all subclusters and nodes in the cluster.
Step 3
(On the publisher node) In Cluster Topology, associate each of the subscriber nodes in the cluster with
the publisher node.
Step 4
Install and configure each of the subscriber nodes in the cluster.
Step 5
(On the publisher node) In Cluster Topology, assign these nodes to the subcluster arrangement as
required.
Note
Before you assign or move a node to a subcluster, check the following
•
From the System troubleshooter page, verify that the Cisco UP Replication Watcher service is
running on all nodes.
•
On the Network services screen in Cisco Unified Serviceability (on the subscriber node), verify that
all Cisco Unified Presence services are running.
Step 6
If you install Cisco Unified Presence Release 8.6, turn on high-availability in the subclusters as required.
See the Deployment Guide for Cisco Unified Presence for more information.
Step 7
Turn on the Sync Agent service on the publisher node to synchronize with the Cisco Unified
Communications Manager user and device configuration information.
Step 8
When the synchronization is complete, turn on the Cisco UP Presence Engine and the Cisco IP SIP Proxy
services, and verify that the Cisco UP XCP Router service is turned on.
Step 9
Turn on the XCP services applicable to the features in your deployment. See the documentation for those
features to determine what XCP services you must turn on.
Troubleshooting Topics
•
The Cisco UP XCP Router must be running for all availability services to function properly on Cisco
Unified Presence (both SIP-based and XMPP-based client messaging).
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Installation
Perform a Fresh Multi-Node Installation
•
Before you perform the installation of a subscriber Cisco Unified Presence node, you must associate
the subscriber node in the Cluster Topology view of the publisher node.
•
Do not assign the subscriber node to a subcluster until after you install it. If you assign a subscriber
Cisco Unified Presence node to a subcluster before you install it, users in remote clusters will not
receive availability information. An availability outage will occur until you install the subscriber
node.
•
If you assign a node before you start the Cisco Unified Presence services, there is a possibility that
users will not be able to sign in to Cisco Jabber. If this scenario occurs, restart the Cisco UP Client
Profile Agent service. To start or restart Cisco Unified Presence services, select Cisco Unified
Serviceability > Tools > Control Centre - Network Services.
•
You must turn off high-availability in a subcluster before you move or unassign a node in that
subcluster.
•
The Cisco UP Replication Watcher service delays feature service startup on subscriber nodes if IDS
replication is not successfully established.
What To Do Next
(On the publisher node) Configure any intercluster peer relationships with remote Cisco Unified
Presence clusters. See the Deployment Guide for Cisco Unified Presence for more information.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 4
Perform a Fresh Multi-Node Installation
Installation Guide for Cisco Unified Presence Release 8.6
4-18
Installation
CH A P T E R
5
Post-Installation Tasks
•
Post-Installation Checklist, page 5-1
•
Obtain and Upload Cisco Unified Presence License Files, page 5-6
Post-Installation Checklist
Post-Installation Flowchart
Post-installaion
checklist
Non-DNS
deployment
?
No
Yes
Check for software
and firmware
updates
Change the
Cisco Unified Presence
node name
Configure Cisco Unified
Communications Manager
as a presence gateway
Change the default
proxy domain name
Configure a SIP Publish
trunk on Cisco Unified
Communications Manager
End
Assign users
to servers
Activate services
209565
Figure 5-1
Installation Guide for Cisco Unified Presence Release 8.6
5-1
Chapter 5
Post-Installation Tasks
Post-Installation Checklist
Complete the following tasks, in sequence, on each server that you install in a Cisco Unified Presence
cluster:
Caution
1.
Check for software and firmware updates for Cisco Unified Presence on Cisco.com.
See Check for Software and Firmware Updates, page 5-2.
2.
Configure Cisco Unified Communications Manager as a Presence Gateway.
See Configure Cisco Unified Communications Manager as a Presence Gateway, page 5-3.
3.
Configure a SIP Publish trunk on Cisco Unified Communications Manager.
See Configure a SIP Trunk on Cisco Unified Communications Manager, page 5-3.
4.
Assign users to servers.
See Assign Users to Servers, page 5-4.
5.
Activate Services.
See Activate Services, page 5-4.
6.
For non-DNS deployments, change the Cisco Unified Presence node name
See Change Cisco Unified Presence Node Name to a Resolvable Value, page 5-5.
7.
For non-DNS deployments, change the default proxy domain name.
See Change the Default Proxy Domain Name, page 5-5.
Ensure that you complete this post-installation checklist on the Cisco Unified Presence publisher server
before you install subsequent Cisco Unified Presence servers.
Before You Begin
Run the post-installation deployment wizard and set the Cisco Unified Communications Manager
Publisher address and AXL parameters on the Cisco Unified Presence publisher server. See Run the
Post-Installation Deployment Wizard, page 4-12.
Check for Software and Firmware Updates
After you install Cisco Unified Presence, check to see if Cisco has released software upgrades, firmware
upgrades, critical patches or Service Updates.
Firmware
To prevent catastrophic failures, apply the latest comprehensive Firmware Upgrade CD (FWUCD) as
soon as possible.
Procedure
Step 1
Browse to www.cisco.com
Step 2
Select Support > Download Software.
Step 3
Navigate to Products > Voice and Unified Communications > Communications Infrastructure >
Voice Servers > Cisco 7800 Series Media Convergence Servers (or Cisco UCS B-Series Blade
Servers) > (your server model).
Installation Guide for Cisco Unified Presence Release 8.6
5-2
Chapter 5
Post-Installation Tasks
Post-Installation Checklist
Step 4
If there is a Firmware Upgrade, follow the instructions to download and apply the latest Firmware
Upgrade.
Software
Service Updates (SUs), contain fixes that were unavailable at the time of the original release. They often
include security fixes, firmware updates, or software fixes that could improve operation.
To check for software upgrades, Service Updates, critical patches, from www.Cisco.com:
Procedure
Step 1
Browse to www.cisco.com
Step 2
Select Support > Download Software.
Step 3
Navigate to Products > Voice and Unified Communications > Unified Communications Applications >
Cisco Unified Presence > Cisco Unified Presence Version <the version for your deployment>
Step 4
If there are any software upgrades, follow the instructions to download the software.
What To Do Next
Configure Cisco Unified Communications Manager as a Presence Gateway, page 5-3
Configure Cisco Unified Communications Manager as a Presence Gateway
You must configure Cisco Unified Communications Manager as a Presence Gateway on Cisco Unified
Presence to enable the SIP connection that handles the availability information exchange between Cisco
Unified Communications Manager and Cisco Unified Presence.
For more information about how to configure a Presence Gateway on Cisco Unified Presence, see the
Deployment Guide for Cisco Unified Presence.
Note
You must complete this task on each server that you install in a Cisco Unified Presence cluster.
What To Do Next
Configure a SIP Trunk on Cisco Unified Communications Manager, page 5-3
Configure a SIP Trunk on Cisco Unified Communications Manager
After you configure Cisco Unified Communications Manager as a Presence Gateway, you must
configure a SIP PUBLISH trunk on Cisco Unified Communications Manager. See the Deployment Guide
for Cisco Unified Presence for more information.
When you have configured the SIP PUBLISH trunk on Cisco Unified Communications Manager, you
must then enable SIP PUBLISH on Cisco Unified Presence. See the Deployment Guide for Cisco Unified
Presence for more information.
Installation Guide for Cisco Unified Presence Release 8.6
5-3
Chapter 5
Post-Installation Tasks
Post-Installation Checklist
What To Do Next
Assign Users to Servers, page 5-4
Assign Users to Servers
User assignment is automatically enabled as a service parameter in Cisco Unified Presence
Administration. For more information about automatic and manual assignment of users in Cluster
Topology, see the Deployment Guide for Cisco Unified Presence.
What To Do Next
Activate Services, page 5-4
Activate Services
You must activate the following services:
•
Cisco UP SIP Proxy
•
Cisco UP Presence Engine
•
Cisco UP Sync Agent
•
Cisco UP XCP Connection Manager
•
Cisco UP XCP Authentication Manager
Select Tools > Service Activation in Cisco Unified Serviceability to activate these services.
Note
You must complete this task on each server that you install in a Cisco Unified Presence cluster.
After you turn on these services, you must verify that Cisco Unified Presence turns on the Cisco UP XCP
Router service. Select Tools > Control Center - Network Services in Cisco Unified Serviceability.
Note
You must complete this task on each server that you install in a Cisco Unified Presence cluster.
Troubleshooting Tip
You must wait until the Cisco Unified Presence Sync Agent is active before you can use the Cisco
Unified Presence server.
Installation Guide for Cisco Unified Presence Release 8.6
5-4
Chapter 5
Post-Installation Tasks
Post-Installation Checklist
Change Cisco Unified Presence Node Name to a Resolvable Value
Cisco Unified Presence Release 8.6(4) and Earlier
Note
This topic only applies to those deployments that do not use DNS.
During installation, if you select not to use DHCP, you must enter a hostname and IP address for the
Cisco Unified Presence server. The hostname cannot be null, localhost, or an IP address. The Cisco
Unified Presence node name gets its value from the hostname that you enter during installation and it
must be resolvable. If you do not use DNS in your deployment, then the Cisco Unified Presence node
name is not resolvable. To overcome this, you must change the Cisco Unified Presence node name to be
a resolvable value after installation is complete.
For information about how to change the Cisco Unified Presence node name, see Deployment Guide for
Cisco Unified Presence.
Cisco Unified Presence Release 8.6(5) and Later
During installation, if you select not to use DHCP, you must enter a hostname and IP address for the
Cisco Unified Presence server. The hostname cannot be null, localhost, or an IP address. The Cisco
Unified Presence node name gets its value by concatenating the DNS domain to this hostname to form
a fully qualified domain name (FQDN). This FQDN must be resolvable. If you do not use DNS in your
deployment, then the Cisco Unified Presence node name will be set to the specified IP address.
For information about how to change the Cisco Unified Presence node name, see Deployment Guide for
Cisco Unified Presence.
Change the Default Proxy Domain Name
Note
This topic only applies to those deployments that do not use DNS.
If your Cisco Unified Presence deployment does not use DNS, the proxy domain name is set to
DOMAIN.NOT.SET during installation. Cisco recommends that you change this value to the enterprise
domain value after installation is complete.
Before you change the domain name, you must stop the following services on all nodes in the cluster:
•
Cisco UP Presence Engine—select Cisco Unified Serviceability > Tools > Control Center Feature Services.
•
Cisco UP Proxy—select Cisco Unified Serviceability > Tools > Control Center - Feature
Services.
•
Cisco UP XCP Router—select Cisco Unified Serviceability > Tools > Control Center - Network
Services.
For information about how to change the default proxy domain name, see Deployment Guide for Cisco
Unified Presence.
After you change the default domain name, you can restart the Cisco UP Presence Engine, Cisco UP
Proxy and Cisco UP XCP Router services.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 5
Post-Installation Tasks
Obtain and Upload Cisco Unified Presence License Files
Obtain and Upload Cisco Unified Presence License Files
Immediately following a fresh installation of Cisco Unified Presence, the system defaults to Evaluation
mode for 90 days. This is a trial assessment period, during which:
•
an organization can run a Cisco Unified Presence server without requiring a server license, and
•
users in that organization, who are already configured on Cisco Unified Communications Manager,
can access Cisco Unified Presence and be configured to use Cisco Jabber, without requiring the
necessary user licenses (DLUs)
See Licensing Modes, page 2-2 for more information about the trial evaluation period.
To move Cisco Unified Presence to Production mode before or after the trial evaluation period ends, you
must obtain the correct license files and upload them to Cisco Unified Communications Manager and
Cisco Unified Presence.
•
Obtain Server and User License Files, page 5-6
•
Upload User Licenses on Cisco Unified Communications Manager, page 5-7
•
Assign the Licensing Capabilities on Cisco Unified Communications Manager, page 5-7
•
Upload the Server Licence File on Cisco Unified Presence, page 5-8
•
View Licensing Information on Cisco Unified Presence, page 5-9
Obtain Server and User License Files
When you place an order for Cisco software, Cisco provides a Product Authorization Key (PAK). The
PAK provides the software activation key for the license files.
Before You Begin
•
If the server is a physical server, obtain the MAC address of the machine that hosts Cisco Unified
Presence. If the server is a virtual server, select Show > Network in Cisco Unified OS
Administration to obtain the License MAC value of the server.
•
Obtain a valid email address.
•
Determine the number of device licenses that you need by using the license unit calculator in
Cisco Unified Communications Manager Administration (System > Licensing > License Unit
Calculator).
Procedure
Step 1
Enter the PAK that you received with your Cisco Unified Presence software in the License Registration
web tool at http://www.cisco.com/go/license.
Step 2
Follow the system prompts and enter the following information:
•
The MAC address or the License MAC value of the server for which you are requesting the licenses.
•
Your valid email address.
•
The number of servers and devices for which you want licenses.
•
The server type, physical server or VMware.
•
The install type, fresh install or upgrade.
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Chapter 5
Post-Installation Tasks
Obtain and Upload Cisco Unified Presence License Files
The server and user license files will be sent to the email address you provided.
What To Do Next
Upload User Licenses on Cisco Unified Communications Manager, page 5-7
Upload User Licenses on Cisco Unified Communications Manager
The following procedure describes how to upload the following licenses:
•
User licenses for Cisco Unified Presence capabilities
•
Software and user licenses for Cisco Jabber
Before You Begin
Obtain the user license file.
Restrictions
The user license file must have a .lic suffix
Procedure
Step 1
Select Cisco Unified Communications Manager Administration > System > Licensing > License
File Upload.
Step 2
Select Upload License File.
Step 3
Locate the license file on your local computer.
Step 4
Select Upload.
Step 5
Restart the Cisco Unified Communications Manager service.
Troubleshooting Tip
Run the License Unit Report to verify that the license files have uploaded correctly. Select Cisco Unified
Communications Manager Administration > System > Licensing > License Unit Report.
What To Do Next
Assign the Licensing Capabilities on Cisco Unified Communications Manager, page 5-7
Assign the Licensing Capabilities on Cisco Unified Communications Manager
Use this procedure to assign Cisco Unified Presence and Cisco Jabber capabilities for a user.
Note
Each capability that you assign for a user will consume one Cisco Unified Communications Manager
DLU.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 5
Post-Installation Tasks
Obtain and Upload Cisco Unified Presence License Files
You can also assign licenses by using the Bulk Administration Tool (BAT). In Cisco Unified
Communications Manager Administration, select Bulk Administration > CUP > Update CUP/CUPC
Users.
Before You Begin
Upload the licence file to Cisco Unified Communications Manager.
Procedure
Step 1
Select Cisco Unified Communications Manager Administration > System > Licensing >
Capabilities Assignment.
Step 2
Select Find.
Step 3
Perform one of the following actions:
a.
To assign capabilities to one user, select the user link to view the Capabilities Assignment
Configuration window.
b.
To assign capabilities to more than one user, check the users as required and select Bulk
Assignment.
Step 4
Check Enable CUP to enable Cisco Unified Presence capability.
Step 5
Check Enable CUPC to enable Cisco Jabber capability.
Step 6
Select Save.
What To Do Next
Upload the Server Licence File on Cisco Unified Presence, page 5-8
Upload the Server Licence File on Cisco Unified Presence
Follow this procedure to upload the server license file or, for software upgrades, the software version
license to Cisco Unified Presence.
Note
•
Only upload the Cisco Unified Presence server license file on the publisher node of a Cisco Unified
Presence cluster. The license file contains the number of Cisco Unified Presence servers in a cluster
that are licensed to the customer.
•
You can only upload a license file issued for a physical server to a physical server. Similarly, you
can only upload a VMware license file to a VMware server.
Before You Begin
•
Read the following topic: Cisco Unified Presence License Requirements, page 2-2.
•
Upload the Cisco Unified Presence user licenses on Cisco Unified Communications Manager, see
Upload User Licenses on Cisco Unified Communications Manager, page 5-7.
•
Assign Cisco Unified Presence capabilities to these users, see Assign the Licensing Capabilities on
Cisco Unified Communications Manager, page 5-7.
Installation Guide for Cisco Unified Presence Release 8.6
5-8
Chapter 5
Post-Installation Tasks
Obtain and Upload Cisco Unified Presence License Files
Restrictions
License files must have a .lic suffix.
Procedure
Step 1
Select Cisco Unified Presence Administration > System > Licensing > License File Upload.
Step 2
Select Upload License File.
Step 3
Locate the file on your local computer.
Step 4
Select Upload.
Step 5
Restart the Cisco UP Sync Agent service.
Troubleshooting Tips
•
Cisco Unified Presence only uploads the license file into the database if the version that the license
file specifies is greater than or equal to the Cisco Unified Presence version that is running in the
cluster. If the version check fails, Cisco Unified Presence generates an alarm, and you should get a
new license file with the correct version. The system bases the version check only on major releases.
•
To verify that the license file uploads correctly, confirm the license file is listed in the existing
licenses menu on the License File Upload window. Select the license file in the existing license file
menu, and select View File.
View Licensing Information on Cisco Unified Presence
You can view the current licensing information in Cisco Unified Presence Administration. The License
Unit Report window shows how many days are left before Evaluation Mode expires. It also shows the
number of servers that are licensed for the cluster and how many licenses are being used. To view the
License Unit Report, select System > Licensing > License Unit Report in Cisco Unified Presence
Administration.
You can also view the number of licensed Cisco Unified Presence and Cisco Jabber users that have
synchronized from the Cisco Unified Communications Manager. The status window provides the
following information:
•
Number of licensed Cisco Unified Presence and Cisco Jabber users synchronized from the
Cisco Unified Communications Manager database
•
User IDs and the primary extension, number of devices, and the number of contacts associated with
users
•
Which users are licensed to use Cisco Jabber
To view this information, select Diagnostics > System Dashboard in Cisco Unified Presence
Administration.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 5
Obtain and Upload Cisco Unified Presence License Files
Installation Guide for Cisco Unified Presence Release 8.6
5-10
Post-Installation Tasks
CH A P T E R
6
Troubleshooting
Cisco Unified Presence Publisher Hardware Failure
If the Cisco Unified Presence publisher hardware fails, you must reinstall Cisco Unified Presence on a
new machine with the same hostname, IP address and software version. Cisco Unified Presence detects
the change in the MAC address in the physical server of Cisco Unified Presence server, or the change in
the License MAC value in the VMware of the Cisco Unified Presence server. It allows you a grace period
of 30 days to upload valid license files to Cisco Unified Presence with the new MAC address for the
physical server, or the new License MAC value for VMware. To do this, send an e-mail to
[email protected] requesting a rehost of your license.
After you upload the new license file, you must issue the following CLI command and restart the license
manager to stop the grace period:
file delete license <invalid-license-filename>
Note
You can only use the CLI command file delete license to remove the license files that become invalid
due to the publisher re-host. Do not use this command to manually remove any license files that are still
considered valid.
You should include the MAC address or the License MAC value of the new server to which you want to
migrate. To obtain the MAC address or the License MAC value of the server, select Show > Network in
Cisco Unified Operating System Administration. If you do not obtain and upload a valid server license
during the 30-day grace period, you will no longer have access to Cisco Unified Presence functionality
and Cisco Unified Presence shuts down the Cisco UP Presence Engine and Cisco UP SIP Proxy services.
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 6
Cisco Unified Presence Publisher Hardware Failure
Installation Guide for Cisco Unified Presence Release 8.6
6-2
Troubleshooting
CH A P T E R
7
Reference
•
RAID and BIOS Settings, page 7-1
•
Access Cisco Unified Presence Administration, page 7-2
RAID and BIOS Settings
During the software installation, the system installer configures the system BIOS and RAID settings for
the new operating system and Cisco Unified Presence application.
See the following tables for the BIOS settings and the RAID settings that are set up during installation.
If the hardware configuration process fails during installation, you can use boot-time utilities on both
the IBM and HP servers to manually configure the RAID and BIOS settings, as advised in Table 1 and
Table 2.
Table 1
BIOS Configuration Settings for HP and IBM Servers
HP Servers
IBM Servers
OS Selection: Linux (not applicable on newer
models)
OS Selection: Not applicable
Boot order: CD, C:, Floppy
Boot order: CD, C:, Floppy
Post F1 prompt: Delayed
Post F1 prompt: Delayed
Hyperthreading: Enabled
Hyperthreading: Enabled
Installation Guide for Cisco Unified Presence Release 8.6
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Chapter 7
Reference
Access Cisco Unified Presence Administration
Table 2
RAID Settings
Cisco MCS 7825 (HP and IBM)
Cisco MCS 7835 (HP and IBM)
Cisco MCS 7845 (HP and IBM)
RAID not applicable
Logical drives: 1
Logical drives: 2
RAID not applicable
RAID type: 1(1+0)
RAID type: 1(1+0)
Note
For the Cisco 7825H1
and the Cisco 7825I1,
SATA RAID is enabled,
and the RAID type is
1(1+0), with one logical
drive.
Access Cisco Unified Presence Administration
Complete the following procedure to access the Cisco Unified Presence Administration interface.
Procedure
Step 1
Enter https://<server name or IP address>, where the server name or IP address equals the server where
Cisco Unified Presence is installed.
Step 2
From Administrative Applications, select Cisco Unified Presence.
Step 3
If the system prompts you about certificates, you must enable HTTPS to secure communications
between the browser client and the web server. See the Release Notes for Cisco Unified Presence for
more information about how to load the required certificates for the HTTPS connection.
Step 4
Enter the application username and application user password that you specified during installation
when the system prompts you for a user name and password. The Cisco Unified Presence Administration
interface displays.
Step 5
To access other Cisco Unified Presence interfaces, select an interface from the Navigation drop-down
list and select Go.
Installation Guide for Cisco Unified Presence Release 8.6
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