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CUCM can be upgraded from the various previous releases of Windows Server-based CUCM or
appliance-based CUCM.
Cisco CallManager Releases 3.x and earlier for Windows Server have to be upgraded to Release 4.1(3)
or later before upgrade to 6.0(1) is possible.
Appliance-based CUCM releases earlier than 5.1(1) have to be upgraded to Release 5.1(1) before
upgrade to 6.0(1) is possible.
54 Chapter 3: Installation and Upgrade
Figure 3-1 displays the various upgrade path options available for CUCM 6.0(1).
Figure 3-1 CUCM Upgrade Paths
CUCM Installation and Upgrade Options
Of the four installation options, only the first three options are available when booting from
the DVD. These options are available when CUCM has been chosen in the Product
Deployment Selection screen.
Upgrade from 5.1 does not require booting from the installation DVD, but it is presented
here as one of the upgrade options.
CUCM 6.0(x) uses an installation framework similar to CUCM Release 5.x. The
installation process allows performing a basic installation, upgrading to a newer
service release during the installation, and upgrading from CUCM 4.1(3) or later
to CUCM 6.0(1).
The sections that follow describe how the installation and upgrade options work.
Basic Install
This option represents the basic installation and does not use imported data. This type of
installation generally starts by booting a system from an installation DVD or powering up
a new system from the factory (with preinstalled software).
Windows Server 2000 Windows Server 2003
Release 4.x 4.0(2a) 4.1(3) 4.2(1) 4.2(3) 4.3(1)
Appliance
Release 6.x
Appliance
Release 5.x
Windows Server 2000
Release 3.x 3.3(5)
Appliance-Based Windows-Based CM Upgrade Path
6.0(1)
5.0(4) 5.1(1)
CUCM Installation and Upgrade Overview 55
Upgrade During Install
This option performs a basic installation on a system and allows the system to be upgraded
to a specific service release patch level before the completion of the basic installation. This
option performs a basic installation before prompting the installer for additional upgrade
information.
Windows Upgrade
This option upgrades a Windows-based CUCM system to an appliance-based system and
migrates data from an existing Windows Server-based CUCM system. This installation
method can be done on the same machine or a different machine from the Windows Serverbased
CUCM machine. The Windows migration file can be saved to a variety of locations,
including a remote hard drive or tape system. The CUCM then uploads the file from one of
these locations during the upgrade process.
5.x or Later Upgrade
If you are upgrading from CUCM Release 5.x, the upgrade filename has the following
format:
cisco-ipt-k9-patchX.X.X.X-X.tar.gz.sgn
Where X.X.X.X-X represents the release and build number. An upgrade from 5.x or later is
performed from the Cisco Unified Operating System Administration.
Upgrade Methods
The first method is a full installation from scratch where the customer inserts a DVD and
loads the operating system and CUCM Release 6.0 application. This method is primarily
for customers who have an existing Media Convergence Server (MCS) or when users
purchase servers from a Cisco-approved third-party vendor.
NOTE Ensure that the patches are available on DVD or SFTP/FTP during this
installation option.
NOTE During upgrade from a Windows-based release, new software licenses and
configuration files generated with the Data Migration Assistant tool (DMA) are required.
CAUTION Installation on an existing server formats the hard drive. All existing data on
the drive is lost.
56 Chapter 3: Installation and Upgrade
The second method is a factory preinstallation in which the customer orders an MCS
platform, and the operating system and CUCM Release 6.0 application are preloaded to the
server at the factory and then shipped to the customer. This method is primarily for
customers who order a new MCS platform. A preinstallation without configuration can also
be done from the installation DVD by selecting Skip during the Platform Installation wizard
prompt. In this case, only the software is installed, but no configuration is applied. When
the server is booted the next time, the Configuration wizard starts automatically (like on a
factory preinstalled system).
Installation Disc
The installation disc enables you to install the operating system and CUCM from the same
DVD. The installation disc performs a hardware check to verify hardware requirements for
the release. If any unsupported component is found, an applicable error message displays,
and the installation halts.
The disc can be used for full installation or for recovery if you have a backup of the data.
A separate recovery disc is available for use for system recovery if you want to recover the
operating system and application files without a backup of the data.
Cisco Unity Connection and Cisco Unified Communications Manager Business Edition
(CMBE) can also be installed from the same DVD; select the product that you want to
install. This lesson describes only the installation and upgrade of CUCM.
Hardware Configuration
Hardware configuration is integrated with the Cisco Unified Communications (UC)
installation process. The hardware configuration includes the following:
■ A check for correct hardware configuration, supported platforms, and minimum
hardware requirements
■ Configuration of the correct BIOS and RAID settings on the supported platforms
Basic Installation (Installation DVD)
This topic describes the process for performing a basic installation of the operating system
and CUCM Release 6.0 application on the publisher. CUCM Release 6.0 has to be installed
on the publisher before installing it on any subscriber nodes.
NOTE Only the products that are supported on your server appear in the list.
CUCM Installation and Upgrade Overview 57
To select the Basic installation option, choose No in both the Apply Additional Release
window and the Import Windows Data window.
Important Configuration Information
During the installation process, the installation prompts for various required information
based on the installation engineer’s answers to the installation prompts. Table 3-1 lists
important configuration information requested during CUCM setup.
Table 3-1 Installation Configuration Information
Field Description Usage
Administrator ID This field specifies the name
that you want to assign to this
account.
Ensure that the name is unique; it can contain
lowercase, alphanumeric characters, hyphens,
and underscores. It must start with a lowercase
alphanumeric character.
For this mandatory field, you should record it
for use when logging in to the CLI or into
Cisco Unified Communications Operating
System Administration.
Administrator
Password
This field specifies the
password that you use for
logging in to the CLI on the
platform and for logging in to
Cisco Unified Communications
Operating System
Administration.
Ensure that the password is at least six
characters long; it can contain alphanumeric
characters, hyphens, and underscores.
For this mandatory field, you should record it
for use when logging in to the CLI or into
Cisco Unified Communications Operating
System Administration.
DHCP Dynamic Host Configuration
Protocol.
Choose Yes if you want to use DHCP to
automatically configure the network settings
on your server.
If you choose No, you must enter a hostname,
IP address, IP mask, and gateway.
DNS Enabled A DNS server represents a
device that resolves a hostname
into an IP address or an IP
address into a hostname.
If you do not have a DNS server, choose No.
When DNS is not enabled, you should enter
only IP addresses (not hostnames) for all
network devices in your Cisco UC network.
If you have a DNS server, Cisco recommends
that you choose Yes to enable DNS.
Disabling DNS limits the system ability to
resolve some domain names.
continues
58 Chapter 3: Installation and Upgrade
DNS Primary The server contacts this DNS
server first when it attempts to
resolve hostnames.
Enter the IP address of the DNS server that
you want to specify as the primary DNS
server. Enter the IP address in dotted-decimal
format as ddd.ddd.ddd.ddd, where ddd can
have a value between 0 and 255 (except
0.0.0.0).
Consider this field mandatory if DNS is set
to Yes.
DNS Secondary When a primary DNS server
fails, the server attempts to
connect to the secondary DNS
server.
In this optional field, enter the IP address of
the secondary DNS. Enter the IP address in
dotted-decimal format as ddd.ddd.ddd.ddd,
where ddd can have a value between 0 and
255 (except 0.0.0.0).
Domain This field represents the name
of the domain in which this
machine is located.
Consider this field mandatory if DNS is set
to Yes.
First Cisco
Unified
Communications
Manager Node
This field specifies the first
CUCM node that contains the
database.
Subsequent nodes connect to
the first node to access database
content.
The first node also synchronizes
with an external Network Time
Protocol server and provides
time to the other nodes.
Choose Yes if you are configuring the first
CUCM node in the cluster.
Hostname A hostname represents an alias
that is assigned to an IP address
to identify it.
Enter a hostname that is unique to your
network.
The hostname can consist of up to 64
characters and can contain alphanumeric
characters and hyphens.
If DHCP is set to No, consider this field
mandatory.
Table 3-1 Installation Configuration Information (Continued)
Field Description Usage
CUCM Installation and Upgrade Overview 59
IP Address This field specifies the IP
address of this machine. It
uniquely identifies the server on
this network. Ensure that
another machine in this network
does not use this IP address.
Enter the IP address in the form
ddd.ddd.ddd.ddd, where ddd can have a
value between 0 and 255 (except 0.0.0.0).
If DHCP is set to No, consider this field
mandatory.
IP Mask This field specifies the IP
subnet mask of this machine.
The subnet mask, together with
the IP address, defines the
network address and the host
address.
Enter the IP mask in the form
ddd.ddd.ddd.ddd, where ddd can have a
value between 0 and 255 (except 0.0.0.0).
A valid mask should have contiguous 1 bits
on the left side and contiguous 0 bits on the
right.
For example, a valid mask follows:
255.255.240.0
(11111111.11111111.11110000.00000000)
An invalid mask follows: 255.255.240.240
(11111111.11111111.11110000.11110000)
NIC Speed This field specifies the speed of
the server network interface
card in megabits per second.
The possible speeds include 10 or 100.
NIC Duplex This field specifies the duplex
setting of the server network
interface card.
The possible settings include Half and Full.
NTP Server This field identifies the NTP
servers with which you want to
synchronize.
Enter the hostname or IP address of one or
more NTP servers.
Note that you can add additional NTP
servers or make changes to the NTP server
list at a later time.
NTP Server
Enable
When enabled, this server acts
as an NTP server and provides
time updates to the subsequent
nodes in the cluster.
Choose Yes if you want to enable this
machine to be an NTP server.
This option is available only on the first node
in a cluster.
continues
Table 3-1 Installation Configuration Information (Continued)
Field Description Usage
60 Chapter 3: Installation and Upgrade
Security
Password
Servers in the cluster use the
security password to
communicate with one another.
You are asked to enter the same
security password for each
subsequent node in the cluster.
Enter the security password.
Enter the same password in the Confirm
Password field.
The password must contain at least six
alphanumeric characters. It can contain
hyphens and underscores, but it must start
with an alphanumeric character.
All nodes in the cluster must have the same
password.
Set Hardware
Clock
This field specifies the date and
local time for the machine.
Note that if you set the
hardware clock manually, the
node does not use an external
NTP server for time
synchronization.
Choose Yes if you want to set the date and
local time for the time zone that you choose.
Enter the hours based on a 24-hour format.
Note that if you configure an external NTP
server, the hardware clock gets set
automatically.
SMTP This field specifies the name of
the SMTP host that is used for
outbound e-mail.
Enter the hostname or dotted-decimal IP
address for the SMTP server. For a host,
it can contain alphanumeric characters,
hyphens, or periods. For a hostname, it must
start with an alphanumeric character.
You must fill in this field if you plan to use
electronic notification. If not, you can leave it
blank.
Subnet IP
Address
By entering a subnet address,
you can specify a range of IP
addresses that will be granted
access to query this NTP server.
Enter an IP subnet that will be granted access
to the NTP server
During installation, you can enter only two
subnets.
Subnet Mask This field specifies the subnet
mask for the subnet address.
Enter the subnet mask for the IP subnet.
Time Zone This field specifies the local
time zone and offset from
Greenwich mean time.
Choose Yes if you want to change the time
zone.
Choose the time zone that most closely
matches the location of your machine.
Table 3-1 Installation Configuration Information (Continued)
Field Description Usage
CUCM Installation and Upgrade Overview 61
Installation Procedures for Basic Install
Installation starts the same way for all three installation options: Insert the installation disc
in the DVD drive and reboot the server. The DVD Found window displays after the server
completes the boot sequence.
Figure 3-2 provides a flowchart displaying the various steps involved in installing CUCM
from a DVD.
Figure 3-2 Basic Installation Flow (DVD Installation)
The DVD prompts the installer to perform a media check. To perform the media check,
choose Yes. To skip the media check, choose No. If Yes was chosen, the installation process
performs a media check of the image on the DVD to ensure that the image is error free
before installation. If the disk is okay, the installation continues.
A hardware check is then performed to determine whether the correct hardware is installed,
and then the RAID and BIOS settings are configured.
Boots from DVD
at Product
Deployment
Selection –
Select Unified CM
Platform
Configuration
Completed OS and
Application
Installation Scripts
Starts
Proceed
with
Install
Platform
Installation
Wizard
Apply
Additional
Releases
Basic
Install –
Continue
No
No
No No
Yes
Yes
Yes
Proceed
No
Yes
No
No
Yes
Yes
TimeZone
Configuration
Import
Windows
Data
Auto
Negotiation
Config
Configure
SMTP Host
Address
Application
User
Config
Platform
Config
Confirmation
NTP Client
Config
Database
Access
Security
Config
SMTP
Host
Config
Publisher
Address and
Security
Password
Configure
DNS and
Domain
Administrator
Login
Config
Certificate
Information
Publisher
Config
NIC Speed
and Duplex
Configuration
Use
DHCP
Static
Network
Configuration
DNS
Client
Config
62 Chapter 3: Installation and Upgrade
After the hardware checks are complete, the Product Deployment Selection window displays.
In the Product Deployment Selection window, you can choose from the following options:
■ Cisco Unified Communications Manager
■ Cisco Unity Connection
■ Cisco Unified Communications Manager Business Edition (includes CUCM and Cisco
Unity Connection)
Select the first option (Cisco Unified Communication Manager) to install only CUCM.
The Overwrite Hard Drive window then indicates the current software version on your
hard drive and the version on the DVD. Choose No to halt the installation. Choose Yes to
overwrite the hard drive.
Next, choose the desired type of installation by performing the following steps.
In both the Apply Additional Release window and the Import Windows Data window,
choose No to select the Basic installation option. When you click Continue, the Platform
Installation wizard guides you through the installation process and gathers the required
information. Review this window to familiarize yourself with navigating within the
Platform Installation wizard, and follow these guidelines:
If you click Proceed, the Product Installation Configuration window displays immediately
before any software is copied or installed.
If you click Skip, the software is first transferred to the hard drive, and the system shuts
down. At the next boot, the system displays the Installation Configuration window. This is
the same state as on a factory-installed system, in which the software is preloaded but no
configuration has been done.
When the preloaded system boots, the Configuration dialog is completely skipped if a
Universal Serial Bus (USB) drive with a configuration file that includes all configuration
parameters is found. Such a configuration file can be prepared using the Answer File
Generator, as covered in the following section.
Basic Installation (Preinstalled)
After you boot the system, the Preexisting Installation Configuration window displays. If
preexisting configuration information generated by the Answer File Generator and stored
on a floppy disc or a USB key exists, you must insert the disc or the USB key and then click
Continue. In this case, the Installation wizard reads the configuration information from the
CUCM Installation and Upgrade Overview 63
USB key. If no configuration file on a USB key is provided, the Installation wizard prompts
for configuration data. Figure 3-3 shows this install process.
Figure 3-3 Basic Installation Flow (Preinstalled)
The only difference to a basic installation executed from the installation DVD is the ability
to skip over the configuration portion by providing a configuration file on a USB key.
The Answer File Generator is a web-based tool available at Cisco.com that provides the
answer file based on the form entries that the user has filled out. The Answer File Generator
was located at http://www.cisco.com/web/cuc_afg/index.html at the time of this writing.
A Cisco.com search for “Answer File Generator” will provide a link to the current version
of the tool.
Upgrade During Install
Service releases, engineering special updates, and security updates may be installed during
Basic installation. To install, make sure the additional release is downloaded and prepared
on a DVD or FTP/SFTP server before starting the installation. Click Yes in the Apply
Additional Release window.
Boots from
Hard Disk
Platform
Configuration
Completed
Configuration
Script Starts
Existing
USB
or Disk with
Pre-Existing
Config
File
Platform
Installation
Wizard
Apply
Additional
Releases
Basic
Install –
Continue
No
No
No
No
Yes
Yes
Yes
Yes
Proceed
No
No
No
No
Yes
Yes
TimeZone
Config
Import
Windows
Data
Auto
Negotiation
Config
Configure
SMTP Host
Address
Application
User
Config
Platform
Config
Confirmation
NTP Client
Config
Database
Access
Security
Config
SMTP
Host
Config
Subscriber
Address and
Security
Password
Configure
DNS and
Domain
Administrator
Login
Config
Certificate
Information
Publisher
Config
NIC Speed
and Duplex
Config
Use
DHCP
Static
Network
Config
DNS
Client
Config
64 Chapter 3: Installation and Upgrade
The installation starts when the server is booted from the installation DVD. Verify the
checksum for the DVD, and click Overwrite Hard Disk.
In the Platform Installation wizard, click Yes in the Apply Additional Releases window.
Then the installation of the operating system and application will start; when finished, the
system reboots.
After reboot, choose the upgrade retrieval mechanism:
■ Local: Specify path and filename on the local DVD.
■ FTP/SFTP: Configure network settings and enter the location and login information
for the remote file server.
The upgrade will start, and the appliance server will reboot when the upgrade is complete.
Figure 3-4 and Figure 3-5 show the entire process.
Figure 3-4 Upgrade During Installation Flowchart (1 of 2)
Boots from DVD
and at Product
Deployment
Selection –
Select Unified CM
Proceed
with
Install
Platform
Installation
Wizard
Apply
Additional
Releases
Install OS,
Application
and Reboots
No
No
No
Yes
Yes
Yes
Yes
Proceed
Yes Local
Remote
Retrieve
Upgrade
from CD
or DVD
Upgrade
Retrieval
Mechanism
Auto
Negotiation
Configuration
Configure
DNS and
Domain
Remote
Patch
Configuration
Install
Upgrade
Patch and
Reboots
NIC Speed
and Duplex
Configuration
Use
DHCP
Static
Network
Configuration
DNS
Client
Configuration
CUCM Installation and Upgrade Overview 65
Figure 3-5 Upgrade During Installation Flowchart (2 of 2)
Table 3-2 outlines the information required to configure the remote path, which includes
the location and login information necessary for CUCM to access patches to the product
via the file transfer mechanism specified.
Table 3-2 Remote Path Information Description