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B-7

Installation and Upgrade Guide for Cisco Unified Presence Release 8.0 and 8.5

Appendix B Upgrading Cisco Unified Presence

How to Perform Intercluster Upgrades

Note

If, following this upgrade, all peer clusters in your intercluster deployment are running Cisco Unified
Presence Release 8.x, and no clusters are running interdomain federation over SIP, you can turn off the
Cisco UP XCP SIP Federation Connection Manager service on all clusters.

Step 9

Turn on the Cisco UP Presence Engine on all nodes in the local cluster,

Step 10

Turn on the Cisco UP Presence Engine on all nodes in any remote cluster that you have already upgraded
to Cisco Unified Presence Release 8.x prior to this upgrade.

Note

If you perform an intercluster upgrade from Cisco Unified Presence Release 8.0(x) to Cisco
Unified Presence Release 8.0(x), you must restart the Cisco UP XCP Router on all nodes in both
the local and remote clusters.

Step 11

Verify that the roster migration is complete, see

Verifying that the Roster Migration is Complete on

Cisco Unified Presence, page B-7

.

Step 12

Request that all Cisco Unified Personal Communicator users in the local and remote cluster sign out, and
sign back in to the application.

Troubleshooting Tips

The Presence Viewer only displays local watchers. Therefore, if you configure an intercluster peer
connection between a Cisco Unified Presence Release 8.0(x) cluster and a Cisco Unified Presence
Release 7.0(x) cluster. when you view the profile of a user on the Presence viewer on Cisco Unified
Presence Release 7.0(x), any Cisco Unified Presence Release 8.0(x) watchers are not displayed.
Similarly, if you view the profile of a user on the Presence Viewer on Cisco Unified Presence Release
8.0(x), any Cisco Unified Presence Release 7.0(x) watchers are not displayed.

Related Topics

•

For information on performing a software upgrade from Cisco Unified OS Administration, see the

Cisco Unified Operating System Maintenance Guide for Cisco Unified Presence

at this URL:

http://www.cisco.com/en/US/products/ps6837/prod_maintenance_guides_list.html

Verifying that the Roster Migration is Complete on Cisco Unified Presence

After you perform the intercluster upgrade, the roster migration process continues on Cisco Unified
Presence for the remote users for a long period. Use this procedure to verify that the roster migration is
complete and the system is ready.

Note

Only perform this procedure after you complete the upgrade procedure, switch Cisco Unified Presence
software versions, and complete the required configuration on Cisco Unified Presence (licensing, feature
configuration and start the required services).

Procedure

Step 1

Run this CLI command to check the roster upgrade queue on all nodes in the Cisco Unified Presence 8.x
local cluster and all nodes in the Cisco Unified Presence 8.x remote clusters

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Summary of Contents for MCS-7825-H1-IPC1

Page 1: ...o Systems Inc 170 West Tasman Drive San Jose CA 95134 1706 USA http www cisco com Tel 408 526 4000 800 553 NETS 6387 Fax 408 527 0883 Installation and Upgrade Guide for Cisco Unified Presence Release 8 0 and 8 5 January 30 2012 ...

Page 2: ... be found at 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 1005R Installation and Upgrade Guide for Cisco Unified Presence Release 8 0 and 8 5 2011 Cisco Systems Inc All rights reserved ...

Page 3: ...eptions for VMware Installations 2 4 How to Install Cisco Unified Presence on a VMware Server 2 4 Installing Cisco Unified Presence on a New VMware Server 2 4 Migrating to Cisco UCS Blade Servers 2 5 How to Run Cisco Unified Presence on ESXi 4 1 2 5 How to Configure the VMware Identity Feature 2 6 Creating the Identity Template 2 6 Deploying the Identify Template on a Virtual Cisco Unified Presenc...

Page 4: ...Settings A 9 Accessing Cisco Unified Presence Administration A 9 Accessibility Settings in Cisco Unified Presence Administration A 10 Accessing the Icons in the Window A 10 Accessing the Buttons in the Window A 10 A P P E N D I X B Upgrading Cisco Unified Presence B 1 How to Upgrade to a Later Release of Cisco Unified Presence Software B 1 Upgrading from a Local Disk B 2 Upgrading from a Remote Se...

Page 5: ...ites The following section responds to the most frequently asked questions about a Cisco Unified Presence installation and contains information that you need to know before you install Cisco Unified Presence in your network In order for your configuration to run smoothly use the Readiness Checklist to help you gather all the information you will need in advance of your installation Related Topics ...

Page 6: ... 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 pass...

Page 7: ...er Account You will need to create an Application User user ID and password to sign in to the Cisco Unified Presence Administration interface If you need to reset the Application User password use the CLI For the required CLI syntax see the Installation Readiness Checklist in the appendix to this guide Security Password You will need to obtain the security password from Cisco Unified Communication...

Page 8: ...Cisco Unified Presence displays a warning on the interface and on the CLI and informs you that Cisco Unified Presence only supports the functionality to create a DRS backup on this server Related Topics Disaster Recovery System Administration Guide Software Restrictions Cisco Unified Presence can only upload and process software that Cisco Systems approves You cannot install or use third party Lin...

Page 9: ...st name of the Cisco Unified Communications Manager publisher server and of other Cisco Unified Presence servers if any Caution We recommend 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 If you are using the multi node feature in Cisco Unified Presence see the...

Page 10: ...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 specific strategies for a multi node deployment and Cisco recommendations for high availability Serviceability Co...

Page 11: ...igure the VMware Identity Feature page 6 Note See http docwiki cisco com wiki Unified_Communications_Virtualization for further information about VMware installations About the Prerequisites to Installing Cisco Unified Presence on a VMware Server VMware Software Requirements page 1 VMware Hardware Requirements page 2 Supported OVA Templates page 2 VMware Feature Support page 3 VMware License Requi...

Page 12: ...es and C Series Blade Server Supported OVA Templates If you want to import a preconfigured virtual machine Cisco provides an OVA template for each VM specification that contains predefined CPU disk and RAM information Each OVA template includes a corresponding readme file that provides detailed information about the OVA template OVA templates can be downloaded from the Cisco Unified Presence Virtu...

Page 13: ...rade to supported hardware for Cisco Unified Presence 8 0 you will need to request new server and software version license files with the new License MAC value for VMware To do this send an email to licensing cisco com requesting a rehost of your license For further information on this procedure see the Deployment Guide for Cisco Unified Presence Related Topics Bridged Upgrade page 3 Deployment Gu...

Page 14: ...hey are published to a serial port on the virtual machine see http docwiki cisco com wiki How_to_Dump_Install_Logs_to_the_Serial_Port_of_the_Virtual_ Machine Cisco Unified Presence does not support USB tape drive backup on a VMware server How to Install Cisco Unified Presence on a VMware Server Installing Cisco Unified Presence on a New VMware Server page 4 Migrating to Cisco UCS Blade Servers pag...

Page 15: ...l Cisco Unified Presence Release 8 x on the virtual machine and then perform a DRS restore to restore the data backed up from the MCS server to the Cisco Unified Presence on VMware on the UCS server Note Cisco Unified Presence does not support USB tape drive restore on a VMware server Step 6 Obtain the license MAC value and then request the licenses for your new VMWare sever Step 7 Upload the new ...

Page 16: ...Cisco Unified Presence Cluster page 7 Creating the Identity Template Procedure Step 1 Use the correct OVA template to create a new VMware server for Cisco Unified Presence Step 2 Perform the standard install process to install Cisco Unified Presence Step 3 Apply basic and common configuration to the system Caution Do not configure any values that may be dependent on IP addresses hostnames or any o...

Page 17: ...roxy domain name change after you import the AFG flp file and after you run the post installation steps on the Cisco Unified Presence administration GUI See the Deployment Guide for Cisco Unified Presence at this URL for instructions on how to change the proxy domain name http www cisco com en US products ps6837 products_installation_and_configuration_guides_list ht ml Related Topics Creating the ...

Page 18: ...eploying the identity template on a virtual Cisco Unified Presence Step 4 Start the publisher node and perform these steps a Sign in to Cisco Unified Presence Administration interface b Add each of the subscriber nodes to the Topology interface and configure its hostname IP address Step 5 On the subscriber node or nodes mount a floppy image that contains the AFG platformConfig xml file Step 6 Powe...

Page 19: ...nd Configure Cisco Unified Presence page 2 Using an Answer File for an Unattended Installation of Cisco Unified Presence page 7 Uploading Preexisting Installation Data to Cisco Unified Presence page 9 Installation Option Description Pre Install For Cisco Unified Presence servers delivered with the software installed you do not need an installation disk The installation routine runs in the same way...

Page 20: ...tep 4 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 This check does not occur if you install Cisco Unified Presence on a server If the media check result is Action Result Pass Select OK to continu...

Page 21: ...dow Step 7 Perform one of the following actions in the Apply Patch window Step 8 Select Continue in the Basic Install window Related Topics Appendix A Installation Readiness Checklist Appendix A RAID and BIOS Settings Appendix B Upgrading Cisco Unified Presence What To Do Next Configuring the Basic Installation page 4 or Uploading Preexisting Installation Data to Cisco Unified Presence page 9 If y...

Page 22: ...in the Auto Negotiation Configuration window Step 3 Configure the Maximum Transit Unit MTU value as follows If you want to Action Automatically set the speed and duplex settings of the Ethernet network interface card NIC using automatic negotiation Select Yes Note To use this option your hub or Ethernet switch must support automatic negotiation Disable automatic negotiation a Select No b Perform t...

Page 23: ...nit Location State and Country b Select OK to continue Step 9 Decide your next step depending on the server that you are installing as follows Related Topics Starting a Basic Installation page 2 Appendix A Installation Readiness Checklist What To Do Next Configuring System Time on the Cisco Unified Presence Publisher Server page 6 or If you want to Action Use DHCP a Select Yes b Continue with Step...

Page 24: ...cations Manager publisher as the NTP server However if you require another NTP server ensure that the server is stratum 9 or higher Stratums range from 9 lowest to 1 highest Regardless of any change you make to the NTP server during installation it changes to Cisco Unified Communications Manager publisher after installation Procedure Step 1 Set correct system time in the Network Time Protocol Clie...

Page 25: ...assword 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 Related Topics Appendix A Installation Readiness Checklist What To Do Next Co...

Page 26: ... You Begin You may need to be an Administrator or a member of the Administrators group to perform this procedure 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 Procedure Step 1 Insert the USB key into a USB slot on the Windows XP computer Step 2 Perform the following actions a Select Start Contro...

Page 27: ...e Preexisting Installation Configuration window displays If you have preexisting configuration information generated by the Answer File Generator that is stored on a floppy disk or a USB key insert the disk or 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 ...

Page 28: ...3 10 Chapter 3 Installing and Configuring Cisco Unified Presence Uploading Preexisting Installation Data to Cisco Unified Presence ...

Page 29: ...stem 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 ...

Page 30: ...tallation of the Cisco Unified Presence Publisher Server Obtain the IP address of Cisco Unified Communications Manager publisher if you are not using DNS Obtain the user ID for the application user on Cisco Unified Communications Manager who has AXL permissions Procedure Step 1 Sign into Cisco Unified Presence Administration ...

Page 31: ...the appropriate application user who is assigned the Standard AXL API Access role on the associated Cisco Unified Communications Manager publisher server Note By default the Standard AXL API Access role is assigned to the CCMAdministrator User ID b Enter and confirm the AXL password c Select Next Post Installation Deployment Window Page 3 of 5 a Change and confirm the security password provided du...

Page 32: ...fied Presence Administration Guide Disaster Recovery System Administration Guide Bridged Upgrade page 3 What To Do Next Post Installation Checklist page 6 Completing the Installation of Subsequent Cisco Unified Presence Servers This procedure is only applicable if you specified see Step 9 that you are installing a subsequent subscriber server and not the first server publisher in the Cisco Unified...

Page 33: ...p 3 Select Continue when the network connectivity to the publisher server is verified as successful Step 4 Enter this information in the First Node Access Configuration window Hostname of the Cisco Unified Presence publisher server IP address of the Cisco Unified Presence publisher server Security password to access the Cisco Unified Presence publisher server Step 5 Select OK to continue Step 6 If...

Page 34: ...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 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 whi...

Page 35: ...the Cisco Unified Presence publisher before you install the server Note You can add all servers in one step For example if you are installing a multi node cluster containing six servers including the publisher you can add the five subsequent servers to the Cisco Unified Presence system topology simultaneously Select System Topology in Cisco Unified Presence Administration Assign users to servers i...

Page 36: ...st html Configure the backup settings Remember to back up Cisco Unified Presence daily You must have access to a Secure File Transfer Protocol SFTP server to back up Cisco Unified Presence over a network Verify the cluster ID If you are deploying multiple Cisco Unified Presence clusters each cluster must have a unique cluster ID value Cisco Unified Presence uses the cluster ID value to identify th...

Page 37: ...you can change a field after installation and if so whether you can change it through the Operating System administration interface or through the Command Line Interface CLI Before You Begin If you have multiple Cisco Unified Presence servers make copies of this table and record your entries for each server in a separate table Ensure that you enter the values accurately You cannot change some of t...

Page 38: ...es 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 Country Yes CLI set web security orgunit orgname locality state DHCP Yes In Cisco Unified OS Administration select Settings IP Publisher CLI set ...

Page 39: ...tem Administration select Settings IP Ethernet CLI set network IP IP Subnet Mask Yes In Cisco Unified Communications Operating System Administration select Settings IP Ethernet CLI set IP Cisco Unified Presence Publisher Node Host Name Note To change the host name on a Cisco Unified Presence server see Changing the IP Address and Hostname for Cisco Unified Presence Yes In Cisco Unified Communicati...

Page 40: ... this you must update the IP address of the publisher server on subsequent servers in Cisco Unified Presence Location Yes CLI set web security Master Administrator ID No MTU Size Note This value must be the same as the value entered on the Cisco Unified Communications Manager server Otherwise the installation will fail Yes CLI set network mtu Note If you need to change this value for Cisco Unified...

Page 41: ...isco Unified Presence Field Definitions Installation Readiness Checklist Before You Begin Review the Installation Readiness Checklist SMTP Location Yes 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 State Yes CLI set web security Time Zone Yes CLI set timezone Unit Yes CLI set web securit...

Page 42: ...s password to sign in to Cisco Unified Communications Operating System Administration Disaster Recovery System and the CLI Application User Username and Password Specifies the user ID and password for Cisco Unified Presence administration Use this user ID and password to sign in to the Cisco Unified Presence administration interface DHCP Dynamic Host Configuration Protocol Select Yes if you want t...

Page 43: ...o yes Gateway Address A gateway represents a network point that acts as an entrance to another network Outbound packets are sent to the gateway that will forward them to their final destination Enter the IP address of the gateway in the format ddd ddd ddd ddd where ddd can have a value between 0 and 255 except 0 0 0 0 If you do not have a gateway you must still fill in this field by setting it to ...

Page 44: ...MTU The maximum transmission unit MTU represents the largest packet in bytes that this host will transmit on the network Enter the MTU size in bytes for your network If you are unsure of the MTU setting for your network use the default value Default 1500 bytes The MTU setting must be the same on all nodes in a cluster SMTP Location Specifies the name of the SMTP host that is used for outbound emai...

Page 45: ...ative 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...

Page 46: ...g the Icons in the Window page A 10 Accessing the Buttons in the Window page A 10 Accessing the Icons in the Window Many windows in Cisco Unified Presence have icons that display at the top of the window for example an icon of a disk for Save an icon that is a plus sign for Add and so on Procedure Step 1 Press Alt press 1 and then press Tab Step 2 The cursor will highlight the first icon from the ...

Page 47: ... not disabled the subclusters will failover and a manual failback is required following the upgrade of both nodes in the subcluster After you have completed the upgrade High Availability should be re enabled For more information see the Deployment Guide for Cisco Unified Presence Note If you are upgrading from Cisco Unified Presence Release 7 x and if you have federated domains that are configured...

Page 48: ...les to a DVD in most cases The patch file name has the following format UCSInstall_UCOS_ sgn iso Procedure Step 1 Enter the patch directory and patch name if required and select OK The window displays the patch file that is available on the CD or DVD Step 2 Select Continue to update the system with this patch After the system restarts the Preexisting Configuration Information window displays Troub...

Page 49: ...Select Yes Note To use this option your hub or Ethernet switch must support automatic negotiation Disable automatic negotiation a Select No b Complete the following tasks in the Duplex Configuration window Manually select the appropriate NIC Speed and Duplex settings Select OK to continue If you want to Action Use Dynamic Host Configuration Protocol DHCP a Select Yes b Skip to the procedure that d...

Page 50: ...vate the Cisco UP Presence Engine service in the local Cisco Unified Presence cluster If you intend to upgrade all clusters to Release 8 x you should turn off deactivate the Cisco UP Presence Engine on all clusters until you complete the intercluster upgrade in your intercluster deployment Once you complete the upgrades in your deployment verify the status of the intercluster peer connections are ...

Page 51: ...er it may take up to one day for Cisco Unified Presence to reestablish the presence subscriptions to remote contacts in both the local and remote clusters If this presence subscription interval time one day elapses before Cisco Unified Presence has successfully reestablished presence subscriptions you can restart the Cisco UP Presence Engine to reset the interval Related Topics Performing an Inter...

Page 52: ...e following the procedure we describe in this module Step 3 On each node in the upgraded cluster turn on the XCP services that are applicable to your deployment Step 4 Restart the Cisco UP XCP Router on all nodes in the local cluster Step 5 Restart the Cisco UP XCP Router on all nodes in any remote cluster that you have already upgraded to Cisco Unified Presence Release 8 0 x prior to this upgrade...

Page 53: ...uster peer connection between a Cisco Unified Presence Release 8 0 x cluster and a Cisco Unified Presence Release 7 0 x cluster when you view the profile of a user on the Presence viewer on Cisco Unified Presence Release 7 0 x any Cisco Unified Presence Release 8 0 x watchers are not displayed Similarly if you view the profile of a user on the Presence Viewer on Cisco Unified Presence Release 8 0 ...

Page 54: ...uster Sync Agent on all nodes in the Cisco Unified Presence 8 0 x local cluster and all nodes in the Cisco Unified Presence 8 0 x remote clusters On the local publisher node restart the Cisco UP Config Agent service Restart the Cisco UP XCP Router service on all local Cisco Unified Presence nodes and on all remote Cisco Unified Presence nodes Restart the Cisco UP Presence Engine service on all loc...

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