XXXXXXXXXXX: Collaboration Migration Plan
The Network Guys, Inc.
Created on OCT 27,2014
Summary
This document serves as a resource for those individuals involved in the planning and execution of the
migration for the CUCM, Unity, UCCX, and CIMP upgrades on virtualized Cisco UCS platforms. This
document will also address the migration steps necessary for voice gateway, as well as any third party
integrations.
High Level Plan
1. 1. Pre-Upgrade Tasks
1.1. Disable VM Auto Start Feature
1.2. Disable VM LRO Settings
1.3. Stage Upgrade Files
2. Phase One
2.1. Install ATA 190 for faxing (TBD)
2.2. Upgrade Voice Gateway IOS
2.3. Upgrade CIMC and BIOs
2.4. Upgrade ESXi
2.5. Upgrade Voice Gateway IOS
2.6.
3. Phase Two
3.1. Upgrade UCCX to 9.0(2)
3.2. CUC 10.5(1) Upgrade
3.3. CUCM 10.5(1) Upgrade
3.4. Instant Messaging and Presence Upgrade
3.5. Upgrade UCCX to 10.5(1)SU1
3.6. Upgrade Agent Desktops
3.7. Upgrade Jabber Clients
3.8. Upgrade Agent Desktops
3.9. User Acceptance Testing
3.10.
IPT Test Plan
3.11.
Customer Sign Off
4. First Day of Service
5. VCSC and VCSE upgrade to X8.2 (TBD)
Detailed Migration Tasks
The migration tasks identify current environment variables as well as lays the foundation for where the
migration is going and how it will get there. The following topics are not in execution order, which
allows the implementer the flexibility to arrange work tasks to suit the needs of the client.
Prime License Manager (PLM)
PLM is the new centralized licensing management software, co-resident with the CUCM Publisher server
(no separate VM required) and hosts the licenses for CUCM, IM&P*, CUC and CER.
*IM&P s technically licensed as a part of CUCM, but is called out here for completeness.
Device Owner User ID Associations
To ensure the proper number of licenses are migrated based on currently installed licensing and current
device usage, we will need to associate the Owner User ID to each device which belongs to an individual.
Migration Support
The Global Licensing Operations (GLO) Team is available 24 x 7 x 365 and has knowledgeable agents that
can help.
Process your request and route it to the team best able to assist you. Expect a response within 48-72
hours.
Remember: Product licensing has a grace period from the time that users are configured on the system.
For Unified CM and Unity Connection, the grace period is 60 days.
To obtain migration support, select one of the following options:



Open your service request through the web: https://tools.cisco.com/ServiceRequestTool/scm/
mgmt/case
Open any service request through licensing@cisco.com (include Cisco.com user ID)
Open a service request by telephone using country-specific numbers: http://www.cisco.com/en/
US/support/tsd_cisco_worldwide_contacts.html
Resources

PLM 10.5 User Guide
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/plm/10_5_1/userguide/CPLM_B
K_UD1156AD_00_user-guide-rel-1051.html
Voice Gateways
Voice gateways convert from one voice network to a different voice network. The bridge the gap
between different networks, or similar networks with different operating parameters. The most
common gateways connect your voice network to the PSTN, and connect your VoIP network with your
legacy analog devices.
PSTN Voice Gateways
The PSTN voice gateway has one or more connections (aka circuits or lines) to a telephone company
(aka telco), and connects to your VoIP network.
Name
Platform
Source Version
Target Version
Migration Method
SPC-PSTNGW01
2921
15.2(4)M1
15.3(3)M3
Upgrade IOS via FTP
Upgrade Tasks
1. Upload IOS Image via FTP
2. Configure Boot Command
3. Reboot
4. Validate
Validation Tasks
1. Confirm Software Version
2. Place One or More Calls Through Gateway
Resources
 CUCM 10.5(1) IOS Compatibility with 2900 Series Routers
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/uc_system/unified/communications/sy
stem/versions/IPTMtrix.html#pgfId-1166008

Cisco IOS 15.3(3)M Features and Important Notes
http://www.cisco.com/c/en/us/td/docs/ios/15_3m_and_t/release/notes/15_3m_and_t/1533MNEWF.html

Cisco IOS Software Search
http://tools.cisco.com/ITDIT/CFN/jsp/SearchBySoftware.jsp

Release notes
http://www.cisco.com/c/en/us/td/docs/ios/15_3m_and_t/release/notes/15_3m_and_t.html
Cisco Unified Compute System (UCS) Hardware
The high level details of the hardware migration are as follows:
Name
Platform
ESXI01.mnscha.local Cisco UCS C220
m3sbe
Source Version
Target Version
1.4(6c)
2.0(1a)
ESXi 5.0.0
ESXi 5.5.0-1746018Custom-Cisco-5.5.1.3
Migration
Method
Upgrade via HUU
ESXI02.mnscha.local Cisco UCS C220
m3sbe
1.4(6c)
2.0(1a)
ESXi 5.0.0
ESXi 5.5.0-1746018Custom-Cisco-5.5.1.3
Upgrade Tasks per Server
1. Disable VM Auto Start Feature
2. Disable VM LRO Settings
3. Shutdown all Virtual Machines (VM)
4. Mount HUU ISO via CIMC KVM
5. Unmount HUU ISO Disconnect/Connect the Power Supplies Units (PSU
6. Patch CIMC for Shellshock Vulnerability (disable SSH)
7. Mount ESXi ISO via CIMC KVM
8. Boot into ESXi Installer
9. Upgrade ESXi
10. Unmount ESXi ISO
11. Patch ESXi for Heartbleed Vulnerability
12. Enable VM Auto Start Feature
13. Validate
Validation Tasks
1. Confirm Software Version
2. Login and Access User Interface
CIMC Shellshock Patch Tasks
1. Disable CIMC SSH Feature
ESXi Heartbleed Patch Tasks
1. Upload Patch to DataStore
2. Enable Local Tech Support Mode
3. Install Patch
4. Generate New Certificates
5. Reboot
BE6K
http://docwiki.cisco.com/wiki/Cisco_Business_Edition_6000
http://docwiki.cisco.com/wiki/Supported_System_Capacities
http://docwiki.cisco.com/wiki/Implementing_Cisco_Business_Edition_6000
ESXi 5.5x Upgrade guides
Upgrade via HUU
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/BE6000/hypervisor/CUCM_BK_BBE4794
6_00_be6000-hypervisor-upgrade.html
http://pubs.vmware.com/vsphere-55/index.jsp?topic=%2Fcom.vmware.vsphere.upgrade.doc%2FGUIDFE668788-1F32-4CB2-845C-5547DD59EB48.html
http://pubs.vmware.com/vsphere-55/index.jsp#com.vmware.vsphere.upgrade.doc/GUID-77D42D81F47E-4FE9-B4B2-B15AB16C9C1A.html#GUID-77D42D81-F47E-4FE9-B4B2-B15AB16C9C1A
ESXi Requirements
http://docwiki.cisco.com/wiki/Unified_Communications_VMware_Requirements#VMware_vSphere_ES
Xi_Version_Support_for_Call_Processing_and_System_Management_Applications
http://docwiki.cisco.com/wiki/Unified_Communications_VMware_Requirements#ESXi_Major.2FMinor_
Versions.2C_Maintenance.C2.A0Versions_and_Patches.2FUpdates
ESXi 5.5U1 Release notes
http://www.cisco.com/c/en/us/td/docs/unified_computing/ucs/release/notes/OL_26617.html#17032
ESXi Heartbleed Vulnerability
http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=
2076665
http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=
2008939
https://tools.cisco.com/bugsearch/bug/CSCur03816
Cisco Bash Code injection Vulnerability Patch
http://www.cisco.com/web/software/282204704/18582/CiscoBashCodeInjectionVulnerabilityPatchv2.p
df
CUCM 10.x
http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Unified_Communications_Manager_(CUCM)
CUC 10.x
http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Unity_Connection
http://docwiki.cisco.com/wiki/Unified_Communications_VMware_Requirements#ESXi_Major.2FMinor_
Versions.2C_Maintenance.C2.A0Versions_and_Patches.2FUpdates
UCCX 10.5x
http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Unified_Contact_Center_Express
VCSc/e X8.1-X8.2
http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_TelePresence_Video_Communications_Server
http://www.cisco.com/c/dam/en/us/td/docs/telepresence/infrastructure/vcs/config_guide/X8-2/CiscoVCS-Basic-Configuration-Control-with-Expressway-Deployment-Guide-X8-2.pdf
Endpoints
The high level details of the migration of the endpoints are as follows:
Device
Protocol
Cisco 7940
Cisco 7941
SCCP
SCCP
Cisco 7960
Cisco 7961
SCCP
SCCP
#
Source Software
Target Software
12
106
P00308010200
SCCP41.9-3-1SR2-1S
1
22
P00308010200
SCCP41.9-3-1SR2-1S
P0030801SR02
SCCP41.9-3-1SR4-1S
SCCP41.9-4-2-1S
P0030801SR02
SCCP41.9-3-1SR4-1S
SCCP41.9-4-2-1S
cmterm-devicepack10.5.1.11010-1.cop.sgn
Migration Method
Post-upgrade
Post-upgrade
FDOS-bug fix
Post-upgrade
Post-upgrade
FDOS bug fix
MD5 = 600e9adae15f5bc7a175f8d6d93ce123
Upon registration to the new 10.5(1) system, all endpoints will change firmware versions and register
without issue.
Resources
 CUCM 10.5 Device Compatibility
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/uc_system/unified/communications/sy
stem/versions/IPTMtrix.html#pgfId-1164438

Cisco IP Phone 7937 have not been validated on CUCM 10.5(1); however CUCM 10.5(1) does
ship with the above stated target software for these phones.
Source: PDI Help Desk ref:_00D30QUu._50080YNqFn:ref

Cisco IP Phone ATA186 Firmware Readme
http://www.cisco.com/web/software/282074215/25561/cmterm-ata-sccp.3-2-4-Readme.html

Cisco ATA186 Is not compatible with CUCM 10.0(1) and later
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/compat/matrix/10_x/CUCM_BK
_CD1DB914_00_compat_matrix/CUCM_BK_CD1DB914_00_compat_matrix_chapter_010.html#
CUCM_RF_C0D1197F_00

Cisco IP Phone 7937 Firmware Readme
http://www.cisco.com/web/software/282074289/52353/7937_1.4.4_ReadMe.txt

Cisco IP Phone 7940/7960 Firmware Readme
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cuipph/7960g_7940g/firmware/8_1_2
/english/release/notes/796040_812_sr1.html

Cisco IP Phone 7941/7961/7970 Firmware Readme
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cuipph/7900_series/firmware/9_3_1S
R4/english/release_notes/P790_BK_RF3660D6_00_rn-9_3_1sr4-7900-series.html

Analog Voice Gateways
There are no analog voice gateways in the network at this time.
Hostname
Model
Source Version
Target Version
Upgrade
Method
Cisco Unified Contact Center Express (UCCX)
UCCX is primarily offers sophisticated call routing and comprehensive contact management capabilities.
It includes an embedded reporting solution that offers a comprehensive view of contact center
statistics.
For a performance boost, you will want to disable disk IO throttling prior to the upgrade, and then reenable it post upgrade.
utils iothrottle status
utils iothrottle disable
utils iothrottle enable
The high level details of the migration of this application are as follows:
Source Version
9.0.2.10000-71 Version 9.0(2)
Target Version
10.5.(1)SU1 Ver10.5.1.11001-49
Migration Method
Two Step upgrade
This will be a two step process. We will upgrade to version 9.0(2)SU2 using Cisco’s osadministration web
interface , verify inactive version, switch versions
We will then upgrade to version 10.5(1)SU1 using Cisco’s osadministration web interface , verify inactive
version, modify ESXI host, and switch versions, and apply Bash Environment patch if needed (see
CSCur02861). We will confirm this by running 'show packages active bash' before and after the patch.
Agents will upgrade their version of clients on the next login.
Upgrade Tasks
1. Stage Upgrade Files
2. Disable IO Throttling
3. Mount 9.0(2)SU2 Upgrade File
4. Upgrade to 9.0(2)SU2 and Do Not Switch Version
5. Switch Version
6. Install Refresh Upgrade COP File
7. Shutdown
8. Modify VM Settings: Operating System and RAM
9. Power On
10. Mount 10.5(1)SU1 Upgrade File
11. Upgrade to 10.5(1)SU1 and Do Not Switch Version
12. Switch Vesion
13. Unmount Upgrade File
14. Enable IO Throttling
15. Validate
Validation Tasks
1. Confirm Software Version
2. Check Real Time Monitoring Tool (RTMT) For System Status
3. Check UCCX Datastore Status
4. Place One or More Calls Through System
5. Login One or More Agents
Shellshock Patch Tasks
1. Install Shellshock COP File
Resources

Documentation Guide Unified CCX
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cust_contact/contact_center/crs/expr
ess_10_5/release/docs/UCCX_BK_U06B1057_00_unified-ccx-documentation-guide.html

UCCX Software Compatibility guide
http://docwiki.cisco.com/wiki/Unified_CCX_Software_Compatibility_Matrix_for_10.5(1)_SU1

UCCX 10.5(1) release notes
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cust_contact/contact_center/crs/expr
ess_10_5/release/docs/UCCX_BK_UBDB029E_00_uccx-release-notes-105.html

ESXI host modification post upgrade
http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Unified_Contact_Center_Express#Steps
_to_increase_RAM_after_upgrade_.28L2_and_RU.29_in_10.0.281.29

UCCX installation and Upgrade guide
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cust_contact/contact_center/crs/expr
ess_10_5/install/guide/UCCX_BK_C2650101_00_cisco-unified-contact-center-express.html

Cisco Unified Communications Manager (CUCM)
CUCM is the central component of the phone system, and as such connections to all other voice
components are made through this device.
The high level details of the migration of this application are as follows:
Source Version
9.1(1a) Build 9.1.1.20000-5
Target Version
10.5.1 Build 10.5.1.10000-7
Migration Method
Direct Upgrade:
10.0(1)SU2, 10.0(1)SU1, 10.0(1),
9.1(2)SU2a, 9.1(2)SU2,
9.1(2)SU1, 9.1(2), 9.1(1a)
Upgrading to 10.5(1)
Upgrading to 10.5(1) starts with downloading the ISO file from cisco.com, and then hosting it on an FTP
server for CUCM to download locally. The Publisher node is upgraded first, then rebooted in to the new
version, followed by upgrading the Subscriber node second and rebooted in to the new version.
After the upgrade to CUCM, the endpoints should not change nor require a change, nor shall Unity or
CER. Though, a test plan should be executed to validate the upgrade.
Upgrade Tasks
1. Stage Upgrade Files
2. On Publisher
a.
Disable LDAP Sync and Extension Mobility
b.
Disable IO Throttling
c.
Install RSA-3 Keys COP File
d.
Shutdown
e.
Modify VM Settings: Operating System
f.
Power On
g.
Mount Upgrade File
h.
i.
j.
k.
l.
m.
Upgrade and Automatic Switch Version
Unmount Upgrade File
Patch for Shellshock Vulnerability
Enable LDAP Sync and Extension Mobility
enable IO Throttling
Validate
2. On Subscriber
a.
Disable LDAP Sync and Extension Mobility
b.
Disable IO Throttling
c.
Install RSA-3 Keys COP File
d.
Shutdown
e.
Modify VM Settings: Operating System
f.
Power On
g.
Mount Upgrade File
h.
Upgrade and Automatic Switch Version
i.
Unmount Upgrade File
j.
Patch for Shellshock Vulnerability
k.
Enable LDAP Sync and Extension Mobility
l.
enable IO Throttling
m.
Validate
Validation Tasks
1. Confirm Software Version
2. Check Real Time Monitoring Tool (RTMT) For System Status
3. Place One or More Calls Through System
Shellshock Patch Tasks
1. Install Shellshock COP File
BASH
http://www.cisco.com/web/software/282204704/18582/CiscoBashCodeInjectionVulnerabilityPatchv2.p
df

ESXI host modification post upgrade
Cisco Unity Connection (CUC) and Unity
CUC is primarily the voice messaging platform for the phone system. Responsible for greeting callers,
taking messages and delivering the messages, as well as notifications to end users.
The high level details of the migration of this application are as follows:
Source Version
9.1.1.20000-32
Target Version
10.5(1) Build 10.5.1.10000-7
Migration Method
Direct Upgrade
Upgrade Tasks
1. Stage Upgrade Files
2. On Publisher
a. Disable LDAP Sync and Extension Mobility
2. Disable IO Throttling
d. Install RSA-3 Keys COP File
e. Shutdown
f. Modify VM Settings: Operating System
g. Power On
h. Mount Upgrade File
i. Upgrade and Automatic Switch Version
j. Unmount Upgrade File
a. Patch for Shellshock Vulnerability
c. Enable LDAP Sync and Extension Mobility
e. enable IO Throttling
d. Validate
Validation Tasks
1. Confirm Software Version
2. Check Real Time Monitoring Tool (RTMT) For System Status
3. Place One or More Calls Through System
Shellshock Patch Tasks
1. Install Shellshock COP File
Resources

Documentation Guide CUC 10.x
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/10x/roadmap/10xcucdg.ht
ml

CUC 10.5(1) Release Notes
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/10x/release/notes/10_5_1
cucrn.html

Upgrade Guide for CUC 10.x
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/connection/10x/upgrade/guide/10xcu
crugx/10xcucrug010.html
ESXI host modification post upgrade



COBRAS Documentation
http://ciscounitytools.com/Applications/General/COBRAS/COBRAS.html
Cisco IM and Presence (CIMP)
Source Version
9.1.1.10000-8
Target Version
10.5(1) Build 10.5.1.10000-9
Migration Method
Refresh Upgrade to Target
Upgrade Tasks
3. On Publisher
1. Stage Upgrade Files
2. Install RSA-3 Keys COP File
3. Disable IO Throttling
4. Shutdown
5. Modify VM Settings: Operating System
6. Power On
7. Mount Upgrade File
8. Upgrade and Automatic Switch Version
9. Unmount Upgrade File
10 Enable IO Throttling
11. Patch for Shellshock Vulnerability
12. Validate
Validation Tasks
1. Confirm Software Version
2. Login two or more Jabber Clients and Test Functionality
Shellshock Patch Tasks
1. Install Shellshock COP File
Prime License Manager (PLM)



PLM is the new centralized licensing management software, co-resident with the CUCM
Publisher server (no separate VM required) and hosts the licenses for CUCM, IM&P*, CUC and
CER.
*IM&P s technically licensed as a part of CUCM, but is called out here for completeness.
UCCX will be licensed individually as it is today. Voice gateways are not licensed. Clients are
licensed via the server they connect to.

Upgrade Tasks

1. CUCM
1. Add to Inventory
2. Upload LCU Report
3. Email Licensing Support
4. Receive and Install Licenses

2. CUC
1. Add to Inventory
2. Migrate Licenses
3. Email Licensing Support
4. Receive and Install Licenses
4. UCCX
N/A













Important Notes
Uninstalled PAKs
Unused PAKs need to be installed on respective applications before upgrade to PLM.
Setting Manual MAC Addresses
Cisco recommends converting dynamically created MAC Addresses for licensed servers to
statically defined MAC Addresses.
Removing PLM from CoRes Servers
“In a coresident deployment, you have the option to remove Cisco Prime License Manager if it is
not being used. For example, in a Cisco Unified Communications Manager cluster, Cisco Prime
License Manager is installed on publisher nodes and subscriber nodes. Since the Cisco Prime
License Manager only needs to be active on a single node to manage the licensing of all nodes,
you may choose to remove Cisco Prime License Manager from the nodes where it is inactive.”
Source: PLM User Guide
To conserve system resources we will remove PLM from the CUCM Subscriber, CUC Publisher,
and CUC Subscriber after the upgrade.
Device Owner User ID Associations
To ensure the proper number of licenses are migrated based on currently installed licensing and
current device usage, we will need to associate the Owner User ID to each device which belongs
to an individual.
License Upgrade Support
The Global Licensing Operations (GLO) Team is available 24 x 7 x 365 and has knowledgeable
agents that can help.
Process your request and route it to the team best able to assist you. Expect a response within
48-72 hours.
Cisco TelePresence Video Communication Server (VCSC)
VCSC controls session management and control of telepresence conferences.
The high level details of the migration of this application are as follows:
Source Version
X7.2.1
VCSC release notes:
Target Version
X8.2.2
Migration Method
N/A (separate upgrade project)
http://www.cisco.com/c/dam/en/us/td/docs/telepresence/infrastructure/vcs/release_note/Cisco-VCSRelease-Note-X8-2-2.pdf
*Note that when upgrading to a new major release, for example from X7.n to X8.n you need to
supply a valid release key as a part of the upgrade process.
Cisco Emergency Responder (CER) N/A
Source Version
Target Version
Migration Method
Resources

CER 10.0 Administration Guide (Covers Installation and Administration)
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cer/10_0_1/english/administration/gui
de/CER0_BK_CA66317A_00_cisco-emergency-responder-administration-10_0.html
Cisco Unified Attendant Console (UAC) N/A
Resources

UAC Standard Installation Files
\Google Drive\Applications\Cisco\CUACS\CUACS_SV_10.5.1.1543

UAC Standard Server-less 10.5 Release Notes
http://www.cisco.com/c/dam/en/us/td/docs/voice_ip_comm/cucmac/cuacs/10_5_1/release_n
otes/CUACS10511543RN.pdf

UAC Standard Installation and Configuration Guide
http://www.cisco.com/c/dam/en/us/td/docs/voice_ip_comm/cucmac/cuacs/10_5_1/install_ad
min_guide/CUACS1051GUIDE.pdf

UAC Standard Server-less Video Training
https://www.youtube.com/channel/UC-m-KJ4Apcqa5td3QMc2oHg

UAC Support Page (Hosted by Arc)
http://www.cisco.com/go/ac
Third Party Application Integrations
In some cases, the phone system is integrated with third-party (non-Cisco) software and/or hardware
systems, which need to be managed during a migration to new hardware, software, as well as renaming
and re-IP Addressing.
Changes and Enhancements
During the migration, there may be opportunities to introduce enhancements to the system, and in
some cases changes will be necessary to increase project success. In either case, all changes and
enhancements are documented below.
Setting Device Owner User ID, Line Appearance Associations and End User Control
Setting the device owner user ID allows the Prime License Manager (PLM) accurately account for device
usage and application of the appropriate license level.
Setting the Line Appearance Association allows Jabber to accurately determine a user’s status: whether
they’re on the phone or not.
Setting the End User Control does two things: allows the user to manage the device in Self Care Portal
and Sets the user’s primary extension.
We will use BAT’s Phone Export All Details feature, modify the data to include Owner User ID
information, and then use BAT’s Phone Import and Override Configuration feature to apply the changes.
We will use BAT’s User Line Appearance Update feature to set Line Associations.
We will use BAT’s User Update User with the ignore character supplied such that we only modify the
Controlled Device and the Primary Extension.
In the event that BAT cannot be leveraged for this task, a manual update may be required.
Phones with no users
Users with one phone
Users with more than one
phone
Resources

Cisco Unified Reporting – Unified CM User Device Count

CUCM BAT Administration Guide
http://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/bat/10_0_1/CUCM_BK_CDB9A6
A4_00_cucm-bulk-administration-guide-100.html