0 to Fully Installed in 60 Minutes Partner Non-Disclosure Agreement Review A Gentle Reminder… C97-418641-00 © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 2 Partner Non-Disclosure Agreement (NDA) All partners are required to have an NDA legally binding for you as a representative of the company. As confidential information may be shared with you, the NDA protects Cisco from you sharing this information any further. "Confidential Information" refers to 1. The terms and conditions of your agreement, 2. The existence of the discussions between Cisco employees and yourself, and 3. Any other information concerning the confidential topics. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3 Partner Non-Disclosure Agreement (NDA) The Receiving Party shall only disclose Confidential Information to its employees and contractors who (i) have a need to access such Confidential Information solely for the purpose in which it was intended, and (ii) have been advised of the obligations of confidentiality and are under obligations of confidentiality substantially similar to those set out in this Agreement. Return or destruction of confidential information is required in the event that either party terminates their NDA Agreement. Receiving Party shall: (i) cease using the Confidential information, and (ii) destroy everything within seven business days of receipt of the termination TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4 The All Aboard the Express II Program Rewards for Attending Attend a minimum of five (5) of the first nine (9) events, complete and submit the survey at the end of each of these events to qualify and your name will be entered to win one of the following prizes: One of six Flip Video Cameras One of two Apple I-Pads Grand Prize – One of two, Welch Global Consulting Executive Engagement Licenses (One Year License) Attendance is required on the final call October 19th in order to win *Attendance is required at these two events: August 31st and October 19th (Please check with your companies rules with regards to receiving prizes) TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5 0 to Fully Installed in 60 Mins Agenda What you need to know and do before Licensing Installation Types Installation Process Post-Install Tasks Installing an HA System Upgrades from 5.0(2)/7.0(1) to 8.0 Virtualization TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6 Before Install TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7 Before Install What You Should Know: Installing CCX 8.0 on an existing server will format the hard drive and erase all contents on the server. For HA systems, install CCX on the first node (publisher) first and then the second node (subscriber). Make sure the server is supported – approved MCS, B or C series UCS server. Consult compatibility matrix for complete list of supported servers. Hardware requirements: • 146 GB min hard disk • 2 GB min RAM • CCX 8.0 runs is based on Linux-based UCOS, aka appliance model. You will need access to a browser on a client to access CCX AppAdmin. IE (6.0 or later) and Firefox (2.0 or later) supported. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 Installation Configuration Information Have the following info ready as you will be prompted for them during install: DNS Enable MTU Size DNS Primary (if DNS is enabled) NIC Duplex DNS Secondary (Optional) NIC Speed Domain (if DNS is enabled) NTP Server (Needed for HA) Gateway Address SMTP Location Hostname Time Zone IP Address IP Mask TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9 Installation Configuration Information The following table describes the credentials required during install. Field Description Platform Administrator ID and password Used for logging into UCOS Admin, Disaster Recovery System and secure shell access to CLI Application Username and password Default username used for application installed on the system. Used the first time you login to CCX AppAdmin Security Password Used by servers in a cluster to communicate to one another. Used when you add the second CCX node to the cluster. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 Licensing TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 Changes in CCX 8.0 CCX 8.0 uses node-locked licenses, which means a license is tied to the server. CCX 8.0 license is based on “license MAC”, not physical MAC. License MAC depends inputs such as IP address, host name, NTP server etc. License MAC is used for both virtual and native deployments. License MAC can be obtained before and after install: • After Install – Run CLI command “show status” • Before Install – Use Answer File Generator TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 Answer File Generator Answer File Generator is used for unattended installs. Go to http://www.cisco.com/web/cuc_afg/index.html Select Cisco Unified CCX from product selection. Provide input such as IP address of CCX server, host name etc. Generate the answer file. Answer file will contain License MAC and other info. Save the answer file on a USB memory stick or floppy disk so you can use it for an unattended install. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13 Register PAK To obtain your CCX license, you need to register the PAK you received with your CCX order. Go to http://www.cisco.com/go/license You will be asked to enter the License MAC of the first node in the CCX cluster. Your license file will be emailed to you. Do not edit the license file as it will invalidate the license. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14 License Rehosting If any of the configuration parameters used to create the License MAC changes, you will need to rehost the CCX license. Request a new license from licensing@cisco.com. CCX will run for another 30 days with the old license. Upload the new license on AppAdmin. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15 Demo License CCX Installation DVD comes with 4 demo licences: Standard, Enhanced, Premium and IPIVR. Premium license contains CR, QM, AQM and WFM seats. Valid only for 30 days. CCX will still function after 30 days but will not come up after the first restart. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16 Installation Types TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17 Installation Types Types of install: DVD, Unattended and Factory Install. DVD: You install CCX from the DVD and provide platform information during install. Unattended: Unattended install uses the Answer File Generator. Go to http://www.cisco.com/web/cuc_afg/index.html. Provide the requested information. Save the “platformConfig.xml” file generated on a USB memory stick or floppy disk in the root directory. During the CCX install and you will not be prompted for any platform information. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18 Types of Installation Factory Install: New option in 8.0. CCX comes pre-installed on the server. You don’t need to install CCX but you will still need to provide configuration info such as IP address. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19 Installation Process TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 20 Installation Steps If you have a USB memory stick or floppy disk with the answer file generator XML file, insert it. Insert CCX DVD and restart server. The DVD Found window displays and you can perform a media check of the DVD. The installer will perform a hardware check and may reboot. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 21 Installation Steps The product deployment window displays. Click OK to install CCX. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 22 Installation Steps The “Proceed with Install” window displays. CCX version on DVD is displayed. If an existing version of CCX exists in the server, the current version is also displayed. Click Yes to proceed. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 23 Installation Steps The “Platform Installation Wizard” window displays. If you want to install the CCX software from DVD and manually enter the configuration information, choose “Proceed”. If you want to do an unattended install or you have a factoryinstalled server, choose “Skip”. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 24 Installation Steps If you want to do an unattended install or you have a factory-installed server, choose “Skip”. For unattended install, the system will reboot and proceed with the configuration information in the answer generator file. You will not be prompted to provide them. For Factory Install, when you start the install, you will be prompted for platform configuration information starting with timezone. CCX is already installed so all you need to do is enter the configuration info. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 25 Installation Steps The “Apply Patch” window displays. If you have a patch (e.g. an SR or ES), choose Yes. Otherwise, choose “No”. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 26 Installation Steps If you select “Yes”, you will be asked for the location of the patch (local disk, FTP or SFTP server). If you select “No”, you will see the basic install window. Select “Continue” to proceed with the installation of CCX from the DVD. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 27 Installation Steps The Timezone configuration window displays. Choose the appropriate timezone and click OK. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 28 Installation Steps The Auto Negotiation Configuration window displays. Choose Yes to enable automatic negotiation to automatically set the speed and duplex settings of the NIC card. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29 Installation Steps The MTU Configuration window displays. Choose No to use the default MTU size of 1500 bytes. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30 Installation Steps The Static Network Configuration window displays. Enter the host name, IP address, IP Mask and gateway IP address. Click OK. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 31 Installation Steps The DNS Client Configuration window displays. Choose Yes if you want to enable DNS. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 32 Installation Steps If you select Enable DNS, enter the primary DNS, secondary DNS (optional) and domain. Click OK. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 33 Installation Steps The Administrator Login Configuration window displays. Enter the platform Administrator ID and password. The Administrator user is used to login to Unified OS Admin, command line interface (CLI) and Disaster Recovery System. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 34 Installation Steps The Certificate Information window displays. Enter requested input used to create your certificate. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 35 Installation Steps The First Node Configuration Window displays. If this is the first node in your CCX cluster, click Yes. If you have HA and this is the second node, click No TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 36 Installation Steps Assuming this is the first node, you will see the Network Time Protocol Client Configuration window. You can click Yes to configure the NTP server or No to manually configure the system clock. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 37 Installation Steps To configure an external NTP server, select Yes and enter the NTP server name or IP address TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 38 Installation Steps You can also manually configure the system time. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 39 Installation Steps The Database Access Security Configuration window displays. Provide a security password Remember this password as you will be asked for the same security password when you install the 2nd node TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 40 Installation Steps The SMTP Host Configuration Window displays. Choose Yes if you want to configure an SMTP server on the system. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 41 Installation Steps Enter the SMTP host name or IP address. Source: Placeholder for Notes Is 14 Points TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 42 Installation Steps Next the Application User Configuration window displays. Provide the application username and password. This user is used when you first login to CCX AppAdmin during initial setup. Source: Placeholder for Notes Is 14 Points TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 43 Installation Steps The Platform Configuration Confirmation window displays. Click OK. Source: Placeholder for Notes Is 14 Points TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 44 Installation Steps The CCX Deployment Type Selection window displays. Select between CUCM and CME. Choose CME if CCX is deployed with UC500, UC520 routers or CME on the ISR routers. Click OK. The system installs and reboots when complete. Source: Placeholder for Notes Is 14 Points TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 45 Post Installation Steps TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 46 Post-Installation Steps After the server reboots, open a browser that can access the CCX server. Enter the URL http://CCXserver/ Click on CCX. Provide the application username and password (as entered during install) in the CCX authentication window. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 47 Post-Installation Steps Click Login. The setup window displays. Choose Fresh Install. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 48 Post-Installation Steps The Cisco Unified CM Configuration window displays. Enter the Unified CM hostname or IP address, AXL username and password. Click Next TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 49 Post-Installation Steps The license Information window displays TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 50 Post-Installation Steps Browse to the location of the license file on your client machine. Multiple license files can be uploaded in a zip file. Click Next. Verify the information on the license info window and click continue. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 51 Component Activation Wait for the components to activate. Click Next. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 52 Publisher Activation Wait for publishers to be automatically activated. Click Next TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 53 Service Provider Configuration Available AXL service providers will already be populated. Move the servers you want to use as AXL service providers from the Available list to the Selected list, using the left arrow (<-) Username and password for the AXL service provider will be prepopulated based on prior input. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 54 Service Provider Configuration Choose the CTI Managers for the Telephony subsystem by moving the server(s) from the “Available” list to the “Selected” list. Provide a user prefix and password. This is used to create an application user account on Cisco Unified Communications Manager for the Telephony subsystem. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 55 Service Provider Configuration Choose the CTI Managers for the RmCm subsystem by moving the server from the “Available” list to the “Selected” list. Provide a user ID and password. This is used to create an application user account on Cisco Unified Communications Manager for the RmCm subsystem. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 56 System Parameters On the System Parameters page, you can set the number of concurrent historical reporting sessions allowed, number of concurrent recording sessions, number of outbound seats and codec. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 57 Language Configuration Select an IVR language Set a Group Default for the language Choose CAD/CSD Language TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 58 User Configuration Choose Cisco Unified Communications Manager users that will be Cisco Unified CCX Administrators. The next time you login to AppAdmin, you must provide credentials of a CCX Administrator. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 59 Setup Results Summary of Server Setup Activities Close Browser TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 60 Adding A Second Node TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 61 Second Node Setup Preliminaries Ensure that the CCX first node is functional Different servers can be used in HA but make sure second node has equal or more disk space than first node. Ensure that the first and second node can talk to each other. Ensure that you have HA license (See System > License Information > Display Licenses) Ensure that the NTP service on the first node is active and synchronized, use CLI command: Utils ntp status TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 62 Configure the Second Node Before you install CCX on the second node, you need to let the first node know about the second node. Go to System > Servers and click “Add New”. Provide the host name/IP address of the second node. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 63 Install the Second Node Install the second node. The steps to install the second node is the same as the first node. When you reach the question asking if this is the first node, choose No. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 64 Warning Note Note the warning, click OK TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 65 Network Verification Choose Yes to pause the installation or No to proceed with the installation after the network connectivity test TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 66 First Node Access Enter hostname, IP address of the first node and the security password specified during install of the first node. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 67 Platform Configuration Confirmation Confirm platform configuration and complete the installation. Once installed, the system reboots. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 68 Second Node Initial Setup Access AppAdmin on the second node: https://<second node IP address>/appadmin Enter Application user credentials and click login. The Replication Wizard appears. Enter: First node IP address (pre-populated) Cisco Unified CCX Administrator User ID Cisco Unified CCX Administrator Password Network Deployment Type (LAN or WAN) TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 69 Component Activation Wait until all components are activated, then click Next TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 70 Setup Result If the HA deployment is over LAN, you will see the setup summary. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 71 Setup Result If the HA deployment is over WAN, you will need to additional information. Provide the AXL, CM Telephony (JTAPI) and RmCm provider information for the second node. As best practice, configure each CCX node to use a local AXL, CM Telephony and RmCm provider to minimize WAN traffic. Provide the user name and password of the providers specified when configuring the first node. Click Next and the setup window displays. You will be reminded to create the call control groups (CTI port groups) for the second node (In a WAN deployment, call control groups are nodespecific). Remember to run the Client Configuration Tool again after adding the second CCX node. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 72 Upgrades to 8.0 TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 73 Upgrading from CCX 5.0(2)/7.0(1) to CCX 8.0(1)/8.0(2) Direct upgrades supported from CCX versions 5.0(2) and 7.0(1) Pre-requisites: Obtain upgrade license. Upgrade license is used with the original license, and both are uploaded on the CCX 8.0 system. Make sure you have access to an SFTP server where the back-up is stored Make sure you have enough disk space on the SFTP server TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 74 Unified CCX 8.0 Upgrade Phases Backup phase • It is recommended that you perform a regular backup of the existing system (use “Backup & Restore” feature of CCX). • Use the Pre Upgrade Tool (PUT) to create a backup that will be restored on the 8.0 system. • PUT is available for download from http://www.cisco.com/cisco/web/download/index.html • Make sure all nodes are up and running. • You will need to provide SFTP path, server, user name and password. • PUT tool will indicate how much space you will need on the SFTP server. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 75 Unified CCX 8.0 Upgrade Phases Installation phase • Upgrade Cisco Unified Communications Manager • Install CCX Restore phase • Specify “Upgrade from a previous UCCX release” during initial setup of first node right after install. • Enter the SFTP server, path, username and password. • Make sure you have an upgrade license. • Restore has 2 phases. Phase 1 restores config data. Phase 2 restores historical data. TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 76 Unified CCX 8.0 Upgrade Phases Restore phase (continued) • Phase 2 can run in the background. You can check on the status from Tools>Windows Upgrade. • Perform a Cisco JTAPI resync to make sure the JTAPI client on CCX has the right version • Run the Desktop Client Configuration tool to create the MSI installers for the desktops. Post Restore phase • Add second node if you have an HA system. • Only the second node only after the upgrade on the first node completed successfully TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 77 Virtualization TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 78 Virtualization Virtualization is supported in CCX 8.0(2). Requires ESXi 4.0 and UCS B200 or C210 servers. Steps: • Install ESXi 4.0. • Create VM. Use CCX VM template available for download from http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization_Downlo ads_%28including_OVA/OVF_Templates%29 • Perform fresh install of CCX 8.0. More info available on http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 79 Virtualization Only 1 VM profile is supported for CCX. This profile supports 300 agents. VM Profile Configuration: 2 vCPU 4 GB RAM 1 vNIC with static MAC address 2 vDisks, each 146 GB More info available on http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 80 Resources TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 81 For More Info Install Guide: http://www.cisco.com/en/US/docs/voice_ip_comm/cust_contact/conta ct_center/crs/express_8_0/installation/guide/uccx801ig.pdf Upgrade Guide: http://www.cisco.com/en/US/docs/voice_ip_comm/cust_contact/conta ct_center/crs/express_8_0/installation/guide/uccx802ug.pdf Virtualization Wiki http://docwiki.cisco.com/wiki/Unified_Communications_Virtualization Partner Community: https://www.myciscocommunity.com/community/partner/collaboration/ contactcenter TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 82 TMcKeon - CCX 8.0 Sales Training: Module 1, Market Trends & Challenges © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 83