McDewey

C H A P T E R 1 New and Changed Information • New and Changed Information, on page 1 New and Changed Information The following table provides an overview of the significant changes to the features in this guide up to this current release. The table does not provide an exhaustive list of all changes made to the guide or of the new features up to this release. Table 1: New Features and Changed Behavior in Unified Communications Manager and IM and Presence Service See Description See Requirements and Limitations, on page 14. Added virtualization requirements for Release 15SU4 with VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV. February 05, 2026 Enable the Kerneldump Utility, on page 84 Updated the "Enable the Kerneldump Utility" section. February 01, 2024 • See Requirements and Limitations, on page 14. • DNS requirements, on page 18 • Touchless Installation Task Flow for ESXi, on page 60 Unified Communications Manager and IM and Presence Service and all applications have moved to a 64-bit architecture. Some of the affected areas are: • Unified Communications Manager and IM and Presence Service 15 requires a minimum ESXi version of 7.0 U3 or 8.0 U1. • Virtual Floppy Drive is replaced with virtual CDROM for touchless installation. December 18, 2023 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 1

Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 2 New and Changed Information New and Changed Information

C H A P T E R 2 Planning the Installation • Topology Options, on page 3 • Installation Methods, on page 6 • Requirements and Limitations, on page 14 • Licensing Requirements, on page 23 • Required Installation Information, on page 27 • Export Restricted and Export Unrestricted Software, on page 32 Topology Options This section provides an overview of the system topology and describes the relationship between the types of nodes in the topology. Clusters Clusters provide a mechanism for distributing call processing, presence status, and database replication across multiple servers for scalability and redundancy. They provide transparent sharing of resources and features, and enable system scalability. A cluster comprises a set of Unified Communications Manager nodes and/or IM and Presence nodes that run compatible software versions. If you are deploying the IM and Presence Service, you must decide before you begin the installation whether you want a Standard Deployment (IM and Presence Service on Unified Communications Manager) or an IM and Presence Centralized Cluster Deployment. Both deployment options require sizing the IM and Presence Service cluster(s) for all presence users across all telephony clusters in the deployment. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 3

Description IM and Presence Deployment The IM and Presence Service and Unified Communications Manager cluster nodes are part of the same cluster. The IM and Presence cluster shares a platform and many of the same services as the telephony cluster. Each cluster will have nodes of both. This option requires a 1x1 mapping of Unified CM telephony clusters to IM and Presence clusters. Basic installations order followed is same as mentioned in the Attended Install method. For more information, see the "Installation Methods". For touchless installations, you can install all Unified Communications Manager and IM and Presence Service cluster nodes concurrently in a single process. Standard Deployment (de-centralized/distributed) ) A single IM and Presence Service central cluster is installed separately from your Unified Communications Manager telephony cluster(s) and may be located on different hardware servers. The single IM and Presence Service cluster maps to all Unified Communications Manager telephony clusters. This allows you to scale your telephony deployment and IM and Presence deployment separately. For basic installations: 1. Install a local Unified Communications Manager publisher node in the central IM and Presence Service cluster. This node is not a part of your telephony deployment. The node handles functions like database and user provisioning for the central cluster. 2. Install the IM and Presence Service database publisher node. 3. Install any IM and Presence subscriber nodes. For touchless installations, you can install your local Unified Communications Manager publisher node and your IM and Presence Service central cluster in a single process. However, your telephony cluster must be installed separately. For more information, see the "Configure Centralized Deployment" chapter at Configuration and Administration of the IM and Presence Service Guide. IM and Presence Centralized Cluster Deployment Run the Collab Sizing Tool to get the required virtual machine count and specs of each virtual machine. If you don't want to run the Collab Sizing Tool, follow the guidance in the OVA readme and the OVA wizard to select a predefined starting point, which can be changed later if needed. For more information, see the Cisco Virtualization Guide for Cisco On-premises Calling Applications<url TBD>. Cluster Size Unified Communications Manager supports a megacluster that can support up to 8 primary call processing nodes and 8 secondary/standby call processing nodes.The total number of servers in a cluster, including the Unified Communications Manager publisher node, TFTP server, and media servers, cannot exceed 21. The maximum number of IM and Presence Service nodes in a Standard cluster is 6. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 4 Planning the Installation Topology Options

For more information, see "Cisco Collaboration Solutions Design Guidance" at http://www.cisco.com/go/ ucsrnd. Publisher Nodes and Subscriber Nodes Within a cluster, there is a database publisher for each type of node that you install. When you install Unified Communications Manager, the installation wizard prompts you to specify whether the node you are installing is the first node in the cluster. The first Unified Communications Manager node that you install becomes the publisher node, because it publishes the voice and video database to the other Unified Communications Manager nodes in the cluster. All subsequent nodes in the cluster are called subscriber nodes. Each subscriber node must be associated with the publisher node. You must set up all subscriber nodes in the system topology on the publisher node before you install the software on the subscriber nodes. When you install IM and Presence nodes, the first node that you install functions as the server for the IM and Presence database. Because this node publishes the database for all of the IM and Presence nodes in the cluster, it is referred to as the IM and Presence database publisher; however, you must install this and all other IM and Presence nodes as subscribers of the Unified Communications Manager publisher node. As with other subscriber nodes, you must add these in the system topology before you install the software. Topology Options When installing your cluster, you must decide on the topology that you want to deploy. For example: • The number of cluster nodes required. • Whether you will install all cluster nodes in a single location, or if you will install your nodes in separate geographic sites connected via a WAN in order to provide geographic redundancy. For more information on scalability, see Megacluster. Supported Versions for Intra-cluster versions Unified Communications Manager and the IM and Presence Service nodes in the same cluster must be running the supported builds as mentioned in the Release Notes for Cisco Unified Communications Manager and the IM and Presence Service. This release offers two main deployment options for this release of Unified Communications Manager and the IM and Presence Service: • Standard Deployments of IM and Presence Service—Both Unified Communications Manager and the IM and Presence Service must be running the supported versions for your deployment. A version mismatch is not supported. • Centralized Deployments of IM and Presence Service—If you have the Centralized Deployment option configured on the IM and Presence Service, then within the IM and Presence Service central cluster, both the Unified Communications Manager instance and the IM and Presence Service must be running the same version. However, the telephony cluster that the central cluster connects to does not have to be running the same version. The Centralized IM and Presence Service cluster requires a Unified CM publisher node, for a total of seven servers in the cluster: three IM and Presence Service sub-cluster pairs (six servers) + the Unified CM publisher node. Note Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 5 Planning the Installation Topology Options

Installation Methods This guide covers the installation methods for Unified Communications Manager and IM and Presence Service. These installation methods can be used for any of the following scenarios: • Fresh Install (first-time setup of a brand-new node or cluster, no existing deployment, and no existing customer data). • Expand a cluster (add a new subscriber node to an existing cluster). • Direct Migration from an older version. For more information, see the Upgrade and Migration Guide for Cisco Unified Communications Manager and the IM and Presence Service. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 6 Planning the Installation Installation Methods

Description Installation Method Attended Install Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 7 Planning the Installation Installation Methods

Description Installation Method Note This installation method is applicable for VMware vSphere ESXi, Nutanix AHV, and Cisco NFVIS-for-UC. A baseline-typical installation of one node of either Unified Communications Manager or IM and Presence Service, using the native Install Wizard graphical user interface (GUI). Unified Communications Manager only includes an option Apply a Patch During an Upgrade (for example, to apply a Service Update to the base release you are installing). To install a cluster using this method, follow the Attended Installation, on page 48 steps in this sequence: • Unified Communications Manager publisher node • Unified Communications Manager subscriber nodes • IM and Presence Service publisher node • IM and Presence Service subscriber nodes You can use this method with any of the following software media options: • Physical install DVD. • Bootable installer image for base release in ISO format (obtained from either Cisco Commerce Workspace, Cisco License Central, or a Cisco Business Edition appliance factory preload). This file applies for all the 3 hypervisors. • (Applicable only to VMware vSphere ESXi and Cisco NFVIS for UC) Base OVA containing all supported virtual machine configurations. • (Applicable only to Nutanix AHV) A set of base OVAs, each containing a supported virtual machine configuration. • (Applicable only to VMware vSphere ESXi) Partial skip-installed OVA. This OVA format file contains partially installed application up to the "skip" Install Wizard point where the application is ready to accept an Answer File and complete installation. OVA format file is obtained either from Cisco License Central or from a Cisco Business Edition appliance factory Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 8 Planning the Installation Installation Methods

Description Installation Method preload. Note Use this method when manual installation without automation is acceptable, such as labs or small deployments. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 9 Planning the Installation Installation Methods

Description Installation Method Note This installation method is applicable for VMware vSphere ESXi, Nutanix AHV, and Cisco NFVIS-for-UC. A partially automated installation of one node or installation of clusterwide install of multiple nodes of Unified Communications Manager and IM and Presence Server. Use this method to get basic automation for one node, where you can fill out all the information initially, start the Install Wizard with that information, and complete the rest of the installation automatically using the Answer File. For clusterwide installations, use this method to generate pre-created Answer Files, that occurs in one seamless process with minimal intervention. To install a single node or a cluster using this method, follow the Touchless Installation steps for the hypervisor selected: 1. Create an Answer File for each node in the cluster using the Unified Communications Answer File Generator. 2. Place all those Answer Files in well-known locations. See Generate Answer Files for Touchless Install, on page 61. 3. Power on the node or all the cluster nodes simultaneously. In this method, no interaction with the native Install Wizard is required. The nodes will communicate with each other and each node will read its Answer File for instructions. You can use this method with any of the software media options available for Attended Install. Use this method to: • Get more automation—Unattended Install of the entire cluster + zero interaction with the native Install Wizard. • Faster installation—Cluster nodes undergo installation in parallel. This is especially useful if you have a large cluster with many nodes to install. Touchless Install of a Single Node or a Cluster Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 10 Planning the Installation Installation Methods

Description Installation Method Note This installation method is applicable only for VMware vSphere ESXi. Fresh install, add nodes to, or direct migrate a cluster of Unified Communications Manager and IM and Presence Server using Cisco Prime Collaboration Deployment. See the Cisco Prime Collaboration Deployment Administration Guide for the following: • Fresh Install Task (where PCD performs similar operation as Touchless Install of a Single Node or Cluster). • Edit/Expand Task (where PCD performs similar operation as Touchless Install to add a single node). • Migration Task (where PCD is performing direct migration of an entire cluster). Use this method when: • You require assistance with multiple nodes of one cluster and/or multiple clusters, and a separate management application is acceptable. • (PCD Migration Task only) you are "repaving" an existing installation where you are dealing with one or more of the following: • Two or more of these factors as part of the same migration—site moves, hardware changes, VMware upgrades, application version upgrades, application readdresses, and in scenarios where more flexibility is expected than what direct upgrades can provide. • You need to rebuild, restore or recover a cluster, or you need to revert configuration changes. Here, you are looking for a more flexible approach than what Unified Communications Manager Disaster Recovery Solution can provide. Cisco Prime Collaboration Deployment (PCD) Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 11 Planning the Installation Installation Methods

Description Installation Method Note This installation method is applicable only for VMware vSphere ESXi. Allows you to perform fully automated installation or direct migration of either a single node or an entire cluster, using the VMware OVF Tool. To install or direct migrate a cluster, follow the procedures at Automated Installation using vApp properties and VMware OVF Tool, on page 72: • Use the VMware OVF Tool to create a skip-install OVA for each cluster node (with OVA parameters filled in, instead of using Answer File Generator). • Deploy all cluster nodes skip-installed OVAs simultaneously. • Installation continues like Touchless Install of a Single Node or Cluster or Fresh Install with Data Import. It is best to use this method with skip-install OVAs, as that provides the shortest duration and highest level of automation. Use this method when you require a programmatic install or direct migration method on top of any of the factors that drive consideration of Touchless Install of Cluster or Fresh Install with Data Import. VMware OVF Tool Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 12 Planning the Installation Installation Methods

Description Installation Method Note This installation method is applicable for VMware vSphere ESXi, Nutanix AHV, and Cisco NFVIS-for-UC. Perform direct migration of either a single node or an entire cluster, using similar mechanisms as Prime Collaboration Deployment Migration task but native to Unified Communications Manager and IM and Presence. To directly migrate a cluster, follow the Install with Data Import, on page 75 tasks: • On each cluster node, export your old version's data. • For each cluster node, provision a new virtual machine for your new version and follow either Attended Install or Touchless Install for a single node or the cluster node(s) of interest. Using the Data Import options available in Install Wizard and/or the Unified Communications Answer File Generator. You can use this method with any of the software media options available for Attended Install. Use this method for "native" direct migrations that don't require a separate management application like Prime Collaboration Deployment. You can have more granular control over individual nodes migration timing and sequencing. You may also use this method to avoid use of application readdress and temporary extra hardware footprint for direct migration. Fresh Install with Data Import Note This installation method is applicable for VMware vSphere ESXi, Nutanix AHV, and Cisco NFVIS-for-UC. If you want to add a node to an existing Unified Communications Manager or IM and Presence Service cluster for attended or touchless installation, complete the tasks in: Add a New Node to an Existing Cluster, on page 79 Add a Node Install for cluster expansion Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 13 Planning the Installation Installation Methods

This guide provides the general installation procedures for Unified Communications Manager. If your deployment integrates Unified CM with other Cisco solutions, such as Unified Contact Center Enterprise (UCCE), review the installation and upgrade documentation for each product. This ensures that you meet all integration requirements across platforms. For example, if you are integrating Unified CM with Cisco Contact Center, also refer to the Contact Center Enterprise Installation and Upgrade Guide. Note Requirements and Limitations The following sections provide information about the requirements that your system must meet, and limitations that apply when you install or upgrade Unified Communications Manager or IM and Presence Service. • By default, if your system is in non-FIPS mode, you must enable it, if desired. • Ensure that the security password length is a minimum of 14 characters before you enable FIPS, Common Criteria, or Enhanced Security mode on the cluster. Update the password even if the prior version was FIPS enabled. Note Do not run Network Address Translation (NAT) or Port Address Translation (PAT) between servers where you are installing the Unified Communications Manager. Note Ensure that the network interface card (NIC) speed and duplex settings on the switch port are the same as those that you plan to set on the new server. For GigE (1000/FULL), you should set NIC and switch port settings to Auto/Auto; do not set hard values. Note You must enable PortFast on all switch ports that are connected to Cisco servers. With PortFast enabled, the switch immediately brings a port from the blocking state into the forwarding state by eliminating the forwarding delay [the amount of time that a port waits before changing from its Spanning-Tree Protocol (STP) learning and listening states to the forwarding state]. Note Virtualization Requirements Unified Communications Manager and IM and Presence are supported on VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV versions. Cisco NFVIS-for-UC is a special edition of NFVIS that introduces a new commercial offer with a separate product ID, distinct pricing, new licensing, and a slightly different administrative GUI. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 14 Planning the Installation Requirements and Limitations

• Cisco NFVIS-for-UC supports only select on-premises calling applications. • Cisco NFVIS-for-UC supports only select Cisco Calling Appliances. For general virtualization software/hardware requirements, see the Cisco Virtualization Guide for Cisco On-premises Calling Applications. Application/Hypervisor Compatibility See the following table for compatibility of Unified Communications Manager and the IM and Presence Service with hypervisor releases. • Only the listed major/minor releases are supported, with a minimum required maintenance or patch release. • Unlisted major/minor release trains are not supported. • For support of subsequent maintenance or patch releases, see the Cisco Virtualization Guide for Cisco On-premises Calling Applications. CompatibleHypervisorMajor/MinorReleaseswithMinimumMaintenance/Patch Release Nutanix AHV Cisco NFVIS-for-UC VMware vSphere ESXi Unified Communications Manager AHV 10.0 + AOS/PC 7.0 4.18.2a 8.0 U1 7.0 U3 Release 15SU4 Not supported Not supported 8.0 U1 7.0 U3 Releases 15 FCS through 15SU3 IM and Presence Service AHV 10.0 + AOS/PC 7.0 4.18.2a 8.0 U1 7.0 U3 Release 15SU4 Not supported Not supported 8.0 U1 7.0 U3 Releases 15 FCS through 15SU3 Session Management Edition AHV 10.0 + AOS/PC 7.0 4.18.2a 8.0 U1 7.0 U3 Release 15SU4 Not supported Not supported 8.0 U1 7.0 U3 Releases 15 FCS through 15SU3 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 15 Planning the Installation Virtualization Requirements

Virtual Machine Configurations and CPU Minimum Base Frequencies Applications are supported only with specific virtual machine (VM) configurations. You must deploy these VMs using the latest Cisco-provided OVA file (see the Readme file for important notes.) • For Unified Communications Manager nodes, the files are available here: https://software.cisco.com/ download/home/286331940/type/283088407/release/15 • For IM and Presence nodes, the files are available here: https://software.cisco.com/download/home/ 286331963/type/283757588/release/15 • One base OVA is used for both VMware vSphere ESXi and Cisco NFVIS for UC, while a set of base OVAs is used for Nutanix AHV. See the following table for the required and supported virtual machine configurations. • Each VM represents a particular application capacity point and has a minimum required CPU base frequency. • For more information on how these are used, see the Cisco Virtualization Guide for Cisco On-premises Calling Applications. Table 2: Unified Communications Manager Release 15 FCS through 15SU4 vNIC vDisk vRAM Physical CPU Required Minimum Base Frequency vCPU Component and Capacity Point 1 (1GbE+) 1x 110 GB 10 GB 2.00+ GHz 2 Small 1 (1GbE+) 1x 110 GB 12 GB * 2 Medium 1 (1GbE+) 1x 110 GB 14 GB * 4 Large

• 2.5+ GHz is recommended for simple sizing. Alternatively, run the Collaboration Sizing Tool to determine if your deployment meets the requirements for 2.00+ GHz at this capacity. Table 3: IM and Presence Service Release 15 FCS through 15SU4 vNIC vDisk vRAM Physical CPU Required Minimum Base Frequency vCPU Component and Capacity Point 1 (1GbE+) 1x 110 GB 6 GB 2.00+ GHz 1 Extra Small (1000 devices) 1 (1GbE+) 2x 80GB 10 GB 2.50+ GHz 2 Small (5000 devices) Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 16 Planning the Installation Virtualization Requirements

vNIC vDisk vRAM Physical CPU Required Minimum Base Frequency vCPU Component and Capacity Point 1 (1GbE+) 2x 80GB 14 GB 2.50+ GHz 4 Medium (15,000 devices) 1 (1GbE+) 2x 80GB 18 GB 2.50+ GHz 6 Large (25,000 devices) Table 4: Session Management Edition Release 15 FCS through 15SU4 vNIC vDisk vRAM Physical CPU Required Minimum Base Frequency vCPU Component and Capacity Point 1 1x 110 GB 12 GB 2.50 GHz 2 Medium VM 1 1x 110 GB 14 GB 2.50 GHz 4 Large VM Platform Requirements This section provides information about the platform requirements that you must meet before you can deploy Unified Communications Manager and the IM and Presence Service on virtual machines. In this release, you cannot install or run Unified Communications Manager and the IM and Presence Service directly on server hardware; you must run these applications on virtual machines. Before you can install or direct migrate the software on a virtual machine, you must: • Install and configure physical hardware. • Install and configure the virtualization software. • Deploy a virtual machine from the correct Cisco provided OVA file for the release. • Depending on the installation method used, additional steps are required. All methods require the correct Cisco-provided bootable ISO installation file for the release. Subnet Limitations Do not install Unified Communications Manager in a large Class A or Class B subnet that contains a large number of devices. For more information, see Cisco Collaboration System 12.x Solution Reference Network Designs (SRND). IP Address Requirements A complete collaboration solution relies on DNS in order to function correctly for a number of services and thus requires a highly available DNS structure in place. If you have a basic IP telephony deployment and do Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 17 Planning the Installation Subnet Limitations

not want to use DNS, you can configure Unified Communications Manager and IM and Presence Service to use IP addresses rather than hostnames to communicate with gateways and endpoint devices. You must configure the server to use static IP addressing to ensure that the server obtains a fixed IP address. Using a static IP address also ensures that Cisco Unified IP Phones can register with the application when you plug the phones into the network. Verify DNS Registration Follow this procedure if you use a DNS in your topology. You must verify that all servers to be added are registered in DNS properly by performing the following actions: Procedure Step 1 Open a command prompt. Step 2 To ping each server by its DNS name, enter ping DNS_name. Step 3 To look up each server by IP address, enter nslookup IP_address. DNS requirements Note the following requirements: • Mixed-mode DNS deployments not supported—Cisco does not support mixed-mode deployments. Both Unified Communications Manager and IM and Presence Service must either use or not use DNS. • If your deployment uses DNS—Unified Communications Manager and IM and Presence Service should use the same DNS server. If you use different DNS servers between IM and Presence Service and Unified Communications Manager, it is likely to cause abnormal system behavior. • If your deployment does not use DNS, you will need to edit the following Host Name/IP Address fields: • Server—In the Cisco Unified CM Administration Server Configuration window, set IP addresses for your cluster nodes. • IM and Presence UC Service—In the Cisco Unified CM Administration UC Service Configuration window, create an IM and Presence UC service that points to the IP address of the IM and Presence database publisher node. • CCMCIP Profiles—In the Cisco Unified CM IM and Presence Administration CCMCIP Profile Configuration window, point any CCMCIP profiles to the IP address of the host. • Multinode considerations—If you are using the multinode feature in IM and Presence Service, see the section regarding multinode deployments in the Configuration and Administration of the IM and Presence Service Guide for DNS configuration options. • Ensure that the DNS server is configured on Windows 2019 or above or use the DNS server configured in any Linux Machine. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 18 Planning the Installation Verify DNS Registration

Firewall Requirements Ensure that you configure your firewall so that connections to port 22 are open, and aren't throttled. During the installation of Unified Communications Manager and IM and Presence subscriber nodes, multiple connections to the Unified Communications Manager publisher node are opened in quick succession. Throttling these connections could lead to a failed installation. For general security considerations, see the Security Guide for Cisco Unified Communications Manager. We recommend that you disable the "Intruder/Intrusion Detection" and/or "Brut Force Attack" features during upgrade and installs because these Firewall features are known to cause upgrades and installations to fail. Note For more information on the port usage, see the chapter 'Cisco Unified Communications Manager TCP and UDP Port Usage' in the System Configuration Guide for Cisco Unified Communications Manager. Ensure that you complete the following firewall updates before pre-installation: • If a firewall is in the routing path between nodes, disable the firewall. • Increase the firewall timeout settings until after you complete the installation. Temporarily allowing network traffic in and out of the nodes (for example, setting the firewall rule for these nodes to IP any/any) does not always suffice. The firewall might still close necessary network sessions between nodes due to timeouts. NTP Status You must verify the NTP status on the publisher node. If the publisher node fails to synchronize with an NTP server, subscriber node installation can fail. On the Unified Communications Manager publisher node, run the utils ntp status CLI command. RTT Requirement Ensure that you verify that the links between servers meet the 80-ms round-trip time (RTT) requirement and that you have enough bandwidth to support database replication. For more information on the 80-ms RTT requirement, see the Cisco Unified Communications Solutions Reference Network Design. NTP Status You must verify the NTP status on the publisher node. If the publisher node fails to synchronize with an NTP server, subscriber node installation can fail. On the Unified Communications Manager publisher node, run the utils ntp status CLI command. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 19 Planning the Installation Firewall Requirements

Supported Versions Unified Communications Manager and the IM and Presence Service nodes in the same cluster must be running the supported builds as mentioned in the Release Notes for Cisco Unified Communications Manager and the IM and Presence Service. Version Mismatches This release offers two main deployment options for this release of Unified Communications Manager and the IM and Presence Service: • Standard Deployments of IM and Presence Service—Both Unified Communications Manager and the IM and Presence Service must be running the supported versions for your deployment. A version mismatch is not supported. • Centralized Deployments of IM and Presence Service—If you have the Centralized Deployment option configured on the IM and Presence Service, then within the IM and Presence Service central cluster, both the Unified Communications Manager instance and the IM and Presence Service must be running the same version. However, the telephony cluster that the central cluster connects to does not have to be running the same version. The Centralized IM and Presence Service cluster requires a Unified CM publisher node, for a total of seven servers in the cluster: three IM and Presence Service sub-cluster pairs (six servers) + the Unified CM publisher node. Note Software Restrictions You cannot install or use third-party or Windows-based software applications. The system can upload and process only software that Cisco Systems provides and digitally signs. For more information, see the 'Operating System and Security Hardening' chapter in the Security Guide for Cisco Unified Communications Manager. You must perform all software installations and upgrades using Cisco Unified Communications Operating System Administration. For information about software compatibility for Unified Communications Manager and IM and Presence Service, see the Compatibility Matrix for Cisco Unified Communications Manager and the IM and Presence Service. Username and Password Requirements During the installation, you must specify the following user names and passwords: • Administrator Account user name and password • Application User name and password • Security password Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 20 Planning the Installation Supported Versions

We recommend that you use a different username for the Cisco Unified Communications Operating System Administration and the Cisco Unified CM Administration interfaces. Note Administrator Account You use the Administrator Account user name and password to log in to the following areas: • Cisco Unified Communications Operating System Administration • Disaster Recovery System • Command Line Interface To specify the Administrator Account user name and password, follow these guidelines: • Administrator Account user name—The Administrator Account user name must start with an alphabetic character and can contain alphanumeric characters, hyphens, and underscores. • Administrator Account password—The Administrator Account password must be at least eight characters long and can contain alphanumeric characters, hyphens, and underscores. You can change the Administrator Account password or add a new Administrator account by using the command line interface. For more information, see the Command Line Interface Reference Guide for Cisco Unified Communications Solutions. Application User When you install Unified Communications Manager, you must enter an Application User name and password. You use the Application User name and password to access applications that are installed on the system, including the following areas: • Cisco Unified CM Administration • Cisco Unified Serviceability • Cisco Real-Time Monitoring Tool • Cisco Unified Reporting To specify the Application User name and password, follow these guidelines: • Application User username—The Application User username must start with an alphabetic character and can contain alphanumeric characters, hyphens, and underscores. • Application User password—The Application User password must be at least eight characters long and can contain alphanumeric characters, hyphens, and underscores. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 21 Planning the Installation Username and Password Requirements

Do not use the system application name as the Application User name. Using a system application name causes the installation to fail with an unrecoverable error during the installation of the database. System application names are: • CCMSysUser • WDSysUser • CCMQRTSysUser • IPMASysUser • WDSecureSysUser • CCMQRTSecureSysUser • IPMASecureSysUser • TabSyncSysUser • CUCService Caution You can change the Application User name and password by using the command line interface. For more information, see the Command Line Interface Reference Guide for Cisco Unified Communications Solutions. Security Password During the installation, you must specify a security password. Unified Communications Manager systems use this password to authorize communications between nodes in the cluster, including IM and Presence Service nodes. This password must be identical on all nodes in the cluster. The Security password must be at least eight characters long and can contain alphanumeric characters, hyphens, and underscores. Password Recommendations The installation wizard ensures that you enter a strong password. To create a strong password, follow these recommendations: • Password must be at least eight characters long and can contain alphanumeric characters, hyphens, and underscore. If you plan to enable FIPS, Common Criteria, or Enhanced Security mode on any cluster, you must ensure that the security password is at least 14 characters long. Note • Should not have the non-printable ASCII characters. • Contains at least one alphanumeric character. • Mix uppercase and lowercase letters. • Mix letters and numbers. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 22 Planning the Installation Password Recommendations

• Include special symbols. • Remember that longer passwords are stronger and more secure than shorter ones. Avoid the following types of passwords: • Do not use only alphanumeric characters. • Do not use any non-alphanumeric characters. • Do not use recognizable words, such as proper names and dictionary words, even when combined with numbers. • Do not invert-recognizable words. • Do not use word or number patterns, such as aaabbb, abc123, qwerty, zyxwvuts, and 123321. • Do not use recognizable words from other languages. • Do not use personal information of any kind, including birthdays, postal codes, names of children, or pets. Installation Time Requirements Time Requirements for Unified Communications Manager The entire installation process, excluding pre- and post-installation tasks, takes 45 to 90 minutes, depending on your server type. Time Requirements for IM and Presence Nodes The entire IM and Presence Service installation process, excluding pre- and post-installation tasks, takes approximately 45 to 90 minutes per server, depending on your server type. Licensing Requirements The following sections provide information about the licensing requirements for Unified Communications Manager and the IM and Presence Service. Make sure that your system has adequate licensing. Smart Software Licensing Overview Cisco Smart Software Licensing is a new way of thinking about licensing. It adds flexibility to your licensing and simplifies it across the enterprise. It also delivers visibility into your license ownership and consumption. Cisco Smart Software Licensing helps you to procure, deploy, and manage licenses easily where devices self-register and report license consumption, removing the need for product activation keys (PAK). It pools license entitlements in a single account and allows you to move licenses freely through the network, wherever you need them. It is enabled across Cisco products and managed by a direct cloud-based or mediated deployment model. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 23 Planning the Installation Installation Time Requirements

The Cisco Smart Software Licensing service registers the product instance, reports license usage, and obtains the necessary authorization from Cisco Smart Software Manager or Cisco Smart Software Manager satellite. You can use Smart Licensing to: • See the license usage and count • See the status of each license type • See the product licenses available on Cisco Smart Software Manager or Cisco Smart Software Manager satellite • Renew License Authorization with Cisco Smart Software Manager or Cisco Smart Software Manager satellite • Renew the License Registration • Deregister with Cisco Smart Software Manager or Cisco Smart Software Manager satellite The License authorization is valid for 90 days with a renewal at least once in 30 days. The authorization will expire after 90 days if it is not connected to Cisco Smart Software Manager or Cisco Smart Software Manager satellite. If the Cisco Smart Software Manager satellite option is selected, the satellite must have an internet connection to Cisco Smart Software Manager for the authorization to occur. The Cisco Smart Software Manager satellite can operate in 2 modes: Connected Mode in which the connection time is configurable, and Disconnected mode which requires a manual sync. Note There are two main deployment options for Smart Licensing: • Cisco Smart Software Manager • Cisco Smart Software Manager satellite Cisco Smart Software Manager The Cisco Smart Software Manager is a cloud-based service that handles your system licensing. Use this option if Unified Communications Manager can connect to cisco.com, either directly or via a proxy server. Cisco Smart Software Manager allows you to: • Manage and track licenses • Move licenses across virtual account • Remove registered product instance Optionally, if Unified Communications Manager cannot connect directly to Cisco Smart Software Manager, you can deploy a proxy server to manage the connection. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 24 Planning the Installation Smart Software Licensing Overview

If you are upgrading Unified Communications Manager registered to Cisco Smart Software Manager from Pre-15 releases to Release 15 or higher, Cisco Unified Communications Manager will not update the product version to 15 in the Cisco Smart Software Manager UI for the Product Instance. Refer to CSCwf94088 for more details. Note For additional information about Cisco Smart Software Manager, go to https://software.cisco.com. Cisco Smart Software Manager Satellite Cisco Smart Software Manager satellite is an on-premise deployment that can handle your licensing needs if Unified Communications Manager cannot connect to cisco.com directly, either for security or availability reasons. When this option is deployed, Unified Communications Manager registers and report license consumption to the satellite, which synchronizes its database regularly with the backend Cisco Smart Software Manager that is hosted on cisco.com. The Cisco Smart Software Manager satellite can be deployed in either Connected or Disconnected mode, depending on whether the satellite can connect directly to cisco.com. • Connected—Used when there is connectivity to cisco.com directly from the Smart Software Manager satellite. Smart account synchronization occurs automatically. • Disconnected—Used when there is no connectivity to cisco.com from the Smart Software Manager satellite. Smart Account synchronization must be manually uploaded and downloaded. If you are upgrading Unified Communications Manager registered to Cisco Smart Software Manager Satellite from Pre-15 releases to Release 15 or higher, Cisco Unified Communications Manager will not update the product version to 15 in the Cisco Smart Software Manager UI for the Product Instance. Refer to CSCwf94088 for more details. Note For Cisco Smart Software Manager satellite information and documentation, go to https://www.cisco.com/c/ en/us/buy/smart-accounts/software-manager-satellite.html. License Types The following licensing types are available to cover your needs: Cisco Unified Workspace Licensing Cisco Unified Workspace Licensing (UWL) provides the most popular bundles of Cisco Collaboration applications and services in a cost-effective, simple package. It includes soft clients, applications server software, and licensing on a per-user basis. Cisco User Connect Licensing User Connect Licensing (UCL) is a per-user based license for individual Cisco Unified Communications applications, which includes the applications server software, user licensing, and a soft client. Depending on the type of device and number of devices that you require, UCL is available in Essential, Basic, Enhanced, and Enhanced Plus versions. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 25 Planning the Installation License Types

For more information about these license types and the versions in which they are available, see http://www.cisco.com/c/en/us/products/unified-communications/unified-communications-licensing/ index.html. Session Management Edition Session Management Edition can be registered to either Cisco Smart Software Manager or Cisco Smart Software Manager satellite. You can register Session Management Edition using the same processes as for Unified Communications Manager, register to a virtual account that Cisco Unified Communications Manager is registered or a separate virtual account, and fulfill a minimal set of licenses requirement. The SME registered in Specific License Reservation (SLR) requires a minimum set of licenses reserved in CSSM while generating an SLR authorization code. Note Product Instance Evaluation Mode After installation, Unified Communications Manager runs under the 90-day evaluation period. At the end of the evaluation period, Unified Communications Manager stops allowing addition of new users or devices until registered with Cisco Smart Software Manager or Cisco Smart Software Manager satellite. Evaluation period is before the product is registered. Note IM and Presence Service License Requirements The IM and Presence Service does not require a server license or software version license. However, you must assign users and enable the IM and Presence Service for each assigned user. With the Jabber for Everyone offer, no end user licenses are required to enable IM and Presence Service functionality. For more information, see Jabber for Everyone Quick Start Guide. Note You can assign IM and Presence Service on a per user basis, regardless of the number of clients you associate with each user. When you assign IM and Presence Service to a user, this enables the user to send and receive IMs and availability updates. If users are not enabled for IM and Presence Service, they will not be able to log in to the IM and Presence Service server to view the availability of other users, send or receive IMs, and other users will not see their availability status. You can enable a user for IM and Presence Service using any of the following options: • The End User Configuration window in Unified Communications Manager. For more information, see the Administration Guide for Cisco Unified Communications Manager. • The Bulk Administration Tool (BAT) • Assign IM and Presence Service to a feature group template which you can reference from the Quick User/Phone Add window in Unified Communications Manager. For more information, see the System Configuration Guide for Cisco Unified Communications Manager. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 26 Planning the Installation Product Instance Evaluation Mode

IM and Presence Service capabilities are included within both User Connect Licensing (UCL) and Cisco Unified Workspace Licensing (CUWL). IM and Presence Service capabilities can also be acquired for users that are not Unified Communications Manager IP Telephony users through the Jabber for Everyone Offer. For more information, see Jabber for Everyone Quick Start Guide. Required Installation Information When you install either Unified Communications Manager or the IM and Presence Service on a server, the installation process requires you to provide specific information. You can provide this information manually during the installation process or you can provide it using an answer file. For each server that you install in a cluster, you must gather this information before you begin the installation process. The following table lists the information that you must gather before you begin the installation. Because some of the fields are optional, they may not apply to your configuration. For example, if you decide not to set up an SMTP host during installation, the parameter still displays, but you do not need to enter a value. Note You cannot change some of the fields after the installation without reinstalling the software, so be sure to enter the values that you want. The last column in the table shows whether you can change a parameter after installation, and if you can, it provides the appropriate menu path or Command Line Interface (CLI) command. We recommend that you make copies of this table and record your entries for each server in a separate table, even if you are planning to use the DMABackupInfo.inf file to configure your system. Table 5: Required Installation Information Editable after Installation Description Configuration Data Administrator Credentials No After installation, you can create additional administrator accounts, but you cannot change the original administrator account user ID. Specifies the name that you want to assign to the Administrator account. Administrator Login Yes CLI: set password user admin Specifies the password for the Administrator account. Administrator Password Application User Credentials Yes CLI: utils reset_application_ui_administrator_name Specifies the user ID for applications installed on the system. Application User Username Yes CLI: utils reset_application_ui_administrator_password Specifies the password for applications on the system. Application User Password Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 27 Planning the Installation Required Installation Information

Editable after Installation Description Configuration Data Security Password Yes. You can change the security password on all nodes in the cluster using the following command: CLI: set password user security Servers in the cluster use the security password to communicate with one another. Set this password on the Unified CommunicationsManager publisher node, and enter it when you install each additional node in the cluster, including IM and Presence nodes. Security password for Unified Communications Manager Certificate Information Yes CLI: set web-security [orgunit] [orgname] [locality] [state] [country] Used to create the Certificate Signing Request. Organization Yes CLI: set web-security [orgunit] [orgname] [locality] [state] [country] Used to create the Certificate Signing Request. Unit Yes CLI: set web-security [orgunit] [orgname] [locality] [state] [country] Used to create the Certificate Signing Request. Location Yes CLI: set web-security [orgunit] [orgname] [locality] [state] [country] Used to create the Certificate Signing Request. State Yes CLI: set web-security [orgunit] [orgname] [locality] [state] Used to create the Certificate Signing Request. Country (Optional) SMTP Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 28 Planning the Installation Required Installation Information

Editable after Installation Description Configuration Data 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 [host] Specifies the name of the SMTP host that is used for outbound email. You must fill in this field if you plan to use electronic notification. If not, you can leave it blank. SMTP Location NIC Interface Settings Yes CLI: set network nic eth0 {auto | {en| dis}} {speed| {10| 100}} {duplex half| {half| full}} Note 1000BASE-T can only be enabled via auto-negotiation. Note Virtual machines do not support this command. If you do not enable automatic negotiation of the ethernet Network Interface Card (NIC) speed, you must select the NIC speed (either 10 megabit or 100 megabit). NIC Speed Yes CLI: set network nic eth0 {auto | {en| dis}} {speed| {10| 100}} {duplex half| {half| full}} Note 1000BASE-T can only be enabled via auto-negotiation. Note Virtual machines do not support this command. If you do not enable automatic negotiation of the ethernet Network Interface Card (NIC) duplex setting, you must select the NIC duplex setting (either Full or Half). NIC Duplex Yes CLI: set network mtu [size] The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host transmits on the network. The value must not exceed the lowest MTU size that is configured on any link in your network. Default: 1500 bytes MTU Size Note The MTU setting must be the same on all nodes in a cluster. Network Information Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 29 Planning the Installation Required Installation Information

Editable after Installation Description Configuration Data Yes. • In Cisco Unified Operating System Administration: select Settings > IP > Ethernet. • CLI: set network dhcp eth0 [enable] CLI: set network dhcp eth0 disable [node_ip] [net_mask] [gateway_ip] Select Yes if you want to use DHCP to automatically configure the network settings on your server. If you select No, you must enter a hostname, IP Address, IP Mask, Gateway, and DNS configuration. DHCP (Dynamic Host Configuration Protocol) Yes; for Unified Communications Manager nodes, choose one of the following: • In Cisco Unified Communications Operating System Administration, select Settings > IP > Ethernet. • CLI: set network hostname You will be prompted to enter the parameters. To change the hostname on Unified Communications Manager or IM and Presence server, see the 'IP Address, Hostname, and Domain Name Changes' section in the Administration Guide for Cisco Unified Communications Manager. If DHCP is set to No, you must enter a hostname for this machine. Hostname Yes; for Unified Communications Manager nodes, choose one of the following: • In Cisco Unified Communications Operating System Administration, select Settings > IP > Ethernet. • CLI: set network IP eth0 [ip-address] [ip-mask] To change the IP address on Unified Communications Manager or IM and Presence server, see see the 'IP Address, Hostname, and Domain Name Changes' section in the Administration Guide for Cisco Unified Communications Manager. If DHCP is set to No, you must enter the IP address of this machine. IP Address Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 30 Planning the Installation Required Installation Information

Editable after Installation Description Configuration Data Yes • In Cisco Unified Communications Operating System Administration, select Settings > IP > Ethernet. • CLI: set network IP eth0 [ip-address] [ip-mask] If DHCP is set to No, you must enter the IP subnet mask of this machine. The subnet mask together with the IP address defines the network address and the host address. The subnet mask must use the following format: 255.255.255.0 IP Mask Yes • In Cisco Unified Communications Operating System Administration, select Settings > IP > Ethernet. • CLI: set network gateway [addr] If DHCP is set to No, you must enter the gateway address. Gateway Address (Optional) DNS Yes CLI: set network dns primary [address] If you have a Domain Name Server (DNS), IM and Presence contacts this DNS server first when attempting to resolve hostnames. DNS Primary Yes CLI: set network dns secondary [address] When a primary DNS server fails, IM and Presence will attempt to connect to the secondary DNS server. DNS Secondary Yes CLI: set network domain [name] Represents the name of the domain in which this machine is located Domain Timezone Yes CLI: set timezone [zone Reflects the local time zone and offset from Greenwich Mean Time (GMT). Select the time zone that most closely matches the location of your machine. Time Zone Network Time Protocol Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 31 Planning the Installation Required Installation Information

Editable after Installation Description Configuration Data Yes In Cisco Unified Communications Operating System Administration, select Settings > NTP Servers. During installation of the IM and Presence publisher node, you must specify the IP address of an external Network Time Protocol (NTP) server. We recommend that you use the Unified CommunicationsManager publisher node as the NTP server. NTP Server IP Address Export Restricted and Export Unrestricted Software This release of Unified Communications Manager and IM and Presence Service supports an export unrestricted (XU) version, in addition to the export restricted (K9) version. Unrestricted versions of software are intended only for a specific set of customers who do not want various security capabilities; unrestricted versions are not intended for general deployments. Note Export unrestricted versions differs from restricted versions as follows: • Encryption of user payload (information exchange) is not supported. • External SIP interdomain federation with Microsoft OCS/Lync or AOL is not supported. • After you install an unrestricted release, you can never upgrade to a restricted version. A fresh install of a restricted version on a system that contains an unrestricted version is also not supported. • All nodes within a single cluster must be in the same mode. For example, Unified Communications Manager and IM and Presence Service in the same cluster must either all be in unrestricted mode or all be in restricted mode. • IP Phone security configurations are modified to disable signaling and media encryption (including encryption provided by the VPN phone feature). Be aware that after you install an unrestricted release, you can never upgrade to a restricted version. You are not allowed to perform a fresh installation of a restricted version on a system that contains an unrestricted version. Note For all Graphical User Interfaces (GUIs) and Command Line Interfaces (CLIs), the Administrator can view the product version (restricted or export unrestricted). The following table describes the GUI items that are not available for the export unrestricted version ofUnified Communications Manager and IM and Presence Service. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 32 Planning the Installation Export Restricted and Export Unrestricted Software

Description Location GUI Item Cisco Unified CM Administration This menu and its options are not available. Advanced Features > VPN VPN Configuration The Device Security Mode is set to Non Secure and is not configurable. System > Security > Phone Security Profile Phone Security Profile Configuration Cisco Unified CM IM and Presence Administration • You cannot check the Enable XMPP Client to IM/P Service Secure Mode setting. • You cannot check the Enable XMPP Router-to-Router Secure Mode setting. • You cannot check the Enable Web Client to IM/P Service Secure Mode setting. • The option to set SIP intra-cluster Proxy-to-Proxy Transport Protocol to TLS have been removed. System > Security > Settings Security Settings • All TLS options have been removed for the Transport Preferred Order parameter. • The TLS option have been removed from the SIP Route Header Transport Type parameter. System > Service Parameters and choose Cisco SIP Proxy as the Service Service Parameter Configuration for Cisco SIP Proxy service When you configure interdomain federation to OCS/Lync, you will receive warning popup to indicate that it is only possible to directly federate with another OCS/Lync within the enterprise. Interdomain federation to OCS/Lync outside the enterprise is not supported in unrestricted mode. Presence > Inter-domain Federation > SIP Federation SIP Federated Domains You cannot configure the security mode. It is set to NO TLS. Presence > Inter-domain Federation > XMPP Federation > Settings XMPP Federation Settings Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 33 Planning the Installation Export Restricted and Export Unrestricted Software

Description Location GUI Item You cannot set any TLS or HTTPS listeners as the preferred proxy listener. Presence > Routing > Settings Proxy Configuration Settings Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 34 Planning the Installation Export Restricted and Export Unrestricted Software

C H A P T E R 3 Preinstallation Tasks • Preinstall Tasks for Unified Communications Manager on VMware vSphere ESXi, on page 35 • Preinstall Tasks for Cisco Unified Communications Manager on Cisco NFVIS-for-UC, on page 37 • Preinstall Tasks for Cisco Unified Communications Manager on Nutanix AHV, on page 38 • Preinstall Tasks for IM and Presence Service on VMware vSphere ESXi, on page 39 • Preinstall Tasks for IM and Presence Service on Cisco NFVIS-for-UC, on page 40 • Preinstall Tasks for IM and Presence Service on Nutanix AHV, on page 41 Preinstall Tasks for Unified Communications Manager on VMware vSphere ESXi Procedure Purpose Command or Action Review the Planning chapter. Make sure to review the following: Planning the Installation, on page 3 Step 1 • Decide on your Unified CM and IM and Presence Service cluster Topology. • Decide on the Hypervisor version that you want and its supported hardware. • Pick an installation method supported by Hypervisor. Review the installation requirements and record the configuration settings for each server that you plan to install. Required Installation Information, on page 27 Step 2 Create virtual machines. Step 3 • Get base OVA. An example OVA file name is: cucm_15_all_esxi_vmv17_or_nfvis_v1.0.sha512.ova. Note Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 35

Purpose Command or Action From Release 15 onwards, the OVA template is signed with sha512 using Cisco authenticated certificates to ensure that there is no tampering of the OVA file. To avoid seeing the "The certificate is not trusted" warning when using the OVA to create a new Virtual Machine, use the following steps: a. Navigate to https://www.cisco.com/ security/pki/codesign/. b. Download the Issuer Chain PKCS7 (PEM) file (right-click and choose Save link as) for the selected certificate that is used to sign the OVA file. The signing certificate used is documented in the File Information of the downloaded OVA page. c. Add these certificates to vCenter by following the steps in the 'Resolution' section at: https://kb.vmware.com/s/ article/84240. For more information, refer to the technical documentation on Broadcom.com. Select a VM configuration from the Base OVA and deploy using the OVA. Step 4 Place the installation ISO file in a location where the virtual machine can access it and edit Mount the installation ISO file. Step 5 the virtual machine's DVD drive to map to the file. Select the option to mount the DVD drive when you power on the virtual machine. When you power on the virtual machine, it mounts the ISO file and start the installation process. Do not begin the installation process until you have completed all the steps in this procedure. For more information, refer to the technical documentation on Broadcom.com. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 36 Preinstallation Tasks Preinstall Tasks for Unified Communications Manager on VMware vSphere ESXi

Preinstall Tasks for Cisco Unified Communications Manager on Cisco NFVIS-for-UC Procedure Purpose Command or Action Planning the Installation, on page 3 Step 1 • Decide on your Unified CM and IM and Presence Service cluster Topology. • Decide on the Hypervisor version that you want and its supported hardware. • Pick an installation method supported by Hypervisor. Review the installation requirements and record the configuration settings for each server that you plan to install. Required Installation Information, on page 27 Step 2 An example OVA file name is: cucm_15_all_esxi_vmv17_or_nfvis_v1.0.sha512.ova. Upload the ISO image and OVA. Step 3 Upload the OVA as a profile and the ISO as an image together. This process creates a separate profile for each VM configuration and a single image for the bootable ISO. For more information, refer to the 'Image Registration for CUCM Applications' section in the Cisco Enterprise Network Function Virtualization Infrastructure Software Configuration Guide. Deploy a VM. Step 4 a. Ensure that an OVA and ISO image is already uploaded. b. Navigate to Configuration > Deploy. c. Select OTHER as the option when creating virtual machines for your application type. d. Connect to the virtual network and assign the Image/Profile (depending on the deployment size that you prefer), and click Deploy. e. Open the VM console via Configuration

Virtual Machine > Manage. f. Use the console to complete the ISO installation process. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 37 Preinstallation Tasks Preinstall Tasks for Cisco Unified Communications Manager on Cisco NFVIS-for-UC

Preinstall Tasks for Cisco Unified Communications Manager on Nutanix AHV Procedure Purpose Command or Action Plan the installation Step 1 • Decide on the Unified CM and IM and Presence Service cluster Topology. • Decide on the Hypervisor version that you want and its supported hardware and hyperconvergence software version. • Pick an installation method supported by Hypervisor. Review the installation requirements and record the configuration settings for each server that you plan to install. Required Installation Information, on page 27 Step 2 An example OVA file name for a large size deployment is: cucm_15_large_ahv_v1.0.sha512.ova. Create virtual machines in Nutanix AHV and select an OVA per each VM configuration from the Base OVA and deploy using the OVA. Step 3 a. Download the Unified CM .ova files based on the required configuration from the Software Download page . b. Upload the Unified CM .ova files (downloaded) onto the Nutanix cluster using Prism Central. c. Download the desired Unified CM bootable .iso image version from the Software Download page and upload the image to the Nutanix cluster. d. Creating Unified CM Publisher and Subscriber VMs using the .ova files. e. Update Unified CM VMs to mount CD-ROM with the Unified CM image. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 38 Preinstallation Tasks Preinstall Tasks for Cisco Unified Communications Manager on Nutanix AHV

Preinstall Tasks for IM and Presence Service on VMware vSphere ESXi Procedure Purpose Command or Action Review the Planning chapter. Make sure to review the following: Planning the Installation, on page 3 Step 1 • Decide on your IM and Presence Service and Unified CM cluster Topology. • Decide on the Hypervisor that you want and its supported hardware. • Pick an installation method supported by Hypervisor. Make sure that the Unified Communications Manager and IM and Presence Service software versions are compatible. Supported Version Step 2 Gather all the information you need to complete the installation and configuration of the IM and Presence Service. Required Installation Information, on page 27 Step 3 For every node in your cluster, create virtual machines using the Virtual Server Template Create your virtual machines. Step 4 (OVA file) that is recommended for your release. An example OVA file name is: imp_15_all_esxi_vmv17_or_nfvis_v1.0.sha512.ova. Note From Release 15 onwards, the OVA template is signed with sha512 using Cisco authenticated certificates to ensure that there is no tampering of the OVA file. To avoid seeing the "The certificate is not trusted" warning when using the OVA to create a new Virtual Machine, use the following steps: a. Navigate to https://www.cisco.com/ security/pki/codesign/. b. Download the Issuer Chain PKCS7 (PEM) file (right-click and choose Save link as) for the selected certificate that is used to sign the OVA file. The signing certificate used is documented in the File Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 39 Preinstallation Tasks Preinstall Tasks for IM and Presence Service on VMware vSphere ESXi

Purpose Command or Action Information of the downloaded OVA page. c. Add these certificates to vCenter by following the steps in the 'Resolution' section at: https://kb.vmware.com/s/article/ 84240. Different OVA files are available; choose the correct OVA file based on the environment in which you are deploying Unified Communications Manager. See Virtualization Requirements, on page 14. Make sure that each IM and Presence Service server has network access to the Unified Verify network connectivity. Step 5 Communications Manager publisher server. Ping the Unified Communications Manager publisher node from the other IM and Presence Service servers. Preinstall Tasks for IM and Presence Service on Cisco NFVIS-for-UC Procedure Purpose Command or Action Planning the Installation, on page 3 Step 1 • Decide on your IM and Presence Service and Unified CM cluster Topology. • Decide on the Hypervisor version that you want and its supported hardware. • Pick an installation method supported by Hypervisor. Review the installation requirements and record the configuration settings for each server that you plan to install. Required Installation Information, on page 27 Step 2 Upload the OVA (an example OVA file name is: Upload the OVA and ISO image. Step 3 imp_15_all_esxi_vmv17_or_nfvis_v1.0.sha512.ova) as a profile and the ISO as an image together. This process creates a separate profile for each VM configuration and a single image for the Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 40 Preinstallation Tasks Preinstall Tasks for IM and Presence Service on Cisco NFVIS-for-UC

Purpose Command or Action bootable ISO. For more information, refer to the Cisco Enterprise Network Function Virtualization Infrastructure Software Configuration Guide. Deploy a VM. Step 4 a. Ensure that an OVA and ISO image is already uploaded. b. Navigate to Configuration > Deploy. c. Select OTHER as the option when creating virtual machines for your application type. d. Connect to the virtual network and assign the Image/Profile (depending on the deployment size that you prefer), and click Deploy. e. Open the VM console via Configuration

Virtual Machine > Manage. f. Use the console to complete the ISO installation process. Preinstall Tasks for IM and Presence Service on Nutanix AHV Procedure Purpose Command or Action Plan the installation Step 1 • Decide on the IM and Presence Service and Unified CM cluster Topology. • Decide on the Hypervisor version that you want and its supported hardware and hyperconvergence software version. • Pick an installation method supported by Hypervisor. Review the installation requirements and record the configuration settings for each server that you plan to install. Required Installation Information, on page 27 Step 2 An example OVA file name for a medium sized deployment is: imp_15_medium_ahv_v1.0.sha512.ova. Create virtual machines in Nutanix AHV and select an OVA per each VM configuration from the Base OVA and deploy using the OVA. Step 3 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 41 Preinstallation Tasks Preinstall Tasks for IM and Presence Service on Nutanix AHV

Purpose Command or Action a. Download the IMP.ova files based on the required configuration from the Software Download page. b. Upload the IMP.ova files (downloaded) onto the Nutanix cluster using Prism Central. c. Download the desired IMP bootable .iso image version from the Software Download page and upload the image to the Nutanix cluster. d. Creating IM and Presence Service Publisher and Subscriber VMs using the .ova files. e. UpdateIM and Presence Service VMs to mount CD-ROM with the IM and Presence Service image. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 42 Preinstallation Tasks Preinstall Tasks for IM and Presence Service on Nutanix AHV

C H A P T E R 4 Installation Methods • Installation Methods Task Flows For VMware vSphere ESXi, on page 43 • Installation Methods Task Flows For Cisco NFVIS-for-UC, on page 45 • Installation Methods Task Flows For Nutanix AHV, on page 45 • Attended Installation Task Flow, on page 46 • Touchless Installation Task Flow for ESXi, on page 60 • Touchless Installation Task Flow For Cisco NFVIS-for-UC, on page 64 • Touchless Installation Task Flow for Nutanix AHV, on page 69 • Automated Installation using vApp properties and VMware OVF Tool, on page 72 • Install with Data Import, on page 75 • Add a New Node to an Existing Cluster, on page 79 Installation Methods Task Flows For VMware vSphere ESXi Choose one of the following installation methods task flows: Description Task Flow Use this method for basic installs of any of the following deployments: • Unified Communications Manager telephony cluster installs • Standard Deployments (Decentralized) for IM and Presence Attended Installation Task Flow, on page 46 Use this task flow to install a Unified Communications Manager or IM and Presence Service cluster dynamically without the need for manual intervention. Applies to either Centralized or Standard (Decentralized) IM and Presence deployments. Touchless Installation Task Flow for ESXi, on page 60 (Applicable only to VMware vSphere ESXi) Use this method to install a Unified Communications Manager or IM and Presence Service cluster using skip-install OVAs. Automated Installation using vApp properties and VMware OVF Tool, on page 72 Complete this task to install a Unified Communications Manager or IM and Presence Service cluster using the Install with Data Import. Install with Data Import, on page 75 Complete these tasks if you want to add a node to an existing Unified Communications Manager or IM and Presence Service cluster. Add a New Node to an Existing Cluster, on page 79 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 43

Installation Wizard Considerations Before you begin the installation, review the following information: • Make sure that the subscriber nodes that you are installing can connect to the publisher node server during the installation. • Make sure that all Unified Communications Manager servers in a cluster have the same software version. Make sure that all IM and Presence Service servers in a cluster have the same version of the released software. The only exception is during a cluster software upgrade, during which a temporary mismatch is allowed. If you are installing IM and Presence Service nodes, Unified Communications Manager and IM and Presence Service software versions must have the same major and minor release number. • If you are installing on an existing cluster, do not attempt to perform any configuration tasks during the installation. • Note that directory names and filenames that you enter while you are running the installation program are case-sensitive. • For IM and Presence Service installations, make sure that you know whether you are installing IM and Presence Service in a Centralized Cluster Deployment or in a Standard Deployment (de-centralized/distributed). Installation Wizard The following table provides instructions on how to navigate within the installation wizard. Table 6: Installation Wizard Navigation Press This To Do This Tab Move to the next field Alt-Tab Move to the previous field Space bar or Enter Choose an option Up or down arrow Scroll up or down in a list Space bar or Enter to choose Back (when available) Go to the previous window Space bar or Enter to choose Help (when available) Get help information on a window Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 44 Installation Methods Installation Wizard Considerations

The installation wizard supports the following characters: • alphanumeric: A-Z, a-z, and 0-9- spaces • spaces and # (except as the first character) • only the following special characters: .,-_:;{}()[] All other characters are not supported. Note Installation Methods Task Flows For Cisco NFVIS-for-UC Choose one of the following installation methods task flows: Description Task Flow Use this method for basic installs of any of the following deployments: • Unified Communications Manager telephony cluster installs • Standard Deployments (Decentralized) for IM and Presence Attended Installation Task Flow, on page 46 Use this task flow to install a Unified Communications Manager or IM and Presence Service cluster dynamically without the need for manual intervention. Applies to either Centralized or Standard (Decentralized) IM and Presence deployments. Touchless Installation Task Flow For Cisco NFVIS-for-UC, on page 64 Complete this task to install a Unified Communications Manager or IM and Presence Service cluster using the Install with Data Import. Install with Data Import, on page 75 Complete these tasks if you want to add a node to an existing Unified Communications Manager or IM and Presence Service cluster. Add a New Node to an Existing Cluster, on page 79 Installation Methods Task Flows For Nutanix AHV Choose one of the following installation methods task flows: Description Task Flow Use this method for basic installs of any of the following deployments: • Unified Communications Manager telephony cluster installs • Standard Deployments (Decentralized) for IM and Presence Attended Installation Task Flow, on page 46 Use this task flow to install a Unified Communications Manager or IM and Presence Service cluster dynamically without the need for manual intervention. Applies to either Centralized or Standard (Decentralized) IM and Presence deployments. Touchless Installation Task Flow for Nutanix AHV, on page 69 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 45 Installation Methods Installation Methods Task Flows For Cisco NFVIS-for-UC

Description Task Flow Complete this task to install a Unified Communications Manager or IM and Presence Service cluster using the Install with Data Import. Install with Data Import, on page 75 Complete these tasks if you want to add a node to an existing Unified Communications Manager or IM and Presence Service cluster. Add a New Node to an Existing Cluster, on page 79 Attended Installation Task Flow Complete the following tasks to install Unified Communications Manager and IM and Presence Service cluster using the basic attended installation process: • Installs of a Unified Communications Manager telephony cluster • Installs of the IM and Presence Service in a Standard Deployment (de-centralized/distributed). Depending on your installation scenario, you may not need to perform all the tasks. For example, if you are installing the IM and Presence Service on an existing Unified Communications Manager cluster that is already in use, you only need to complete the tasks for installing the IM and Presence Service. Note Before You Begin Preinstall Tasks for Unified Communications Manager on VMware vSphere ESXi, on page 35 Preinstall Tasks for Cisco Unified Communications Manager on Cisco NFVIS-for-UC, on page 37 Preinstall Tasks for Cisco Unified Communications Manager on Nutanix AHV, on page 38 Preinstall Tasks for IM and Presence Service on VMware vSphere ESXi, on page 39 Description IM and Presence Service Unified Communications Manager Begin the install process for Unified Communications Manager. — Attended Installation, on page 48 Step 1 Upgrade your install image to a newer version. This optional task is available for Unified Communications Manager installs only. — (Optional) Complete either of the following tasks: • Upgrade Install Image from Local Source, on page 50 • Upgrade Install Image from Remote Server, on page 51 Step 3 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 46 Installation Methods Attended Installation Task Flow

Description IM and Presence Service Unified Communications Manager Continue with the Attended Installation process by configuring your installation. — Configure Attended Installation, on page 53 Step 4 Configure and install software on the publisher node. — Configure the Unified Communications Manager Publisher, on page 55 Step 5 Add subscriber nodes to the publisher node. — Add Subscriber Nodes, on page 58 Step 6 Install software on your Unified Communications Manager subscriber nodes. — Install Subscriber Nodes, on page 59 Step 7 Begin the install process for the IM and Presence Service. Attended Installation, on page 48 — Step 8 Continue Attended Install process for IM and Presence Service by configuring the installation. Configure Attended Installation, on page 53 — Step 10 Configure and complete the installation for the IM and Presence Service database publisher node. Configure the IM and Presence Publisher, on page 58 — Step 11 On the Unified Communications Manager publisher node, add the IM and Presence Service subscribers. — Add Subscriber Nodes, on page 58 Step 12 Install software on your IM and Presence Service subscriber nodes. Install Subscriber Nodes, on page 59 — Step 13 Install IM and Presence Central Cluster (Attended Installation) Complete these tasks to install an IM and Presence Service Centralized Deployment using basic attended Installation. • Unified CM Publisher (non-telephony)—The IM and Presence central cluster requires a local Unified Communications Manager publisher node within the central cluster for database and user provisioning. This node does not handle telephony. There is no need to install subscriber nodes. • IM and Presence Service Central Cluster Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 47 Installation Methods Install IM and Presence Central Cluster (Attended Installation)

For basic installation of IM and Presence Service in a de-centralized/distributed (Standard) deployment, follow the Installation Methods Task Flows For VMware vSphere ESXi, on page 43 to install both the telephony and IM and Presence Service clusters. Note Description IM and Presence Service Central Cluster Unified CM Publisher (non-telephony) Begin the install process for the Unified CM publisher node. — Attended Installation, on page 48 Step 1 Configure the Basic Installation. — Configure Attended Installation, on page 53 Step 2 Configure the Unified CM publisher node. — Configure the Unified Communications Manager Publisher, on page 55 Step 3 Begin the install process for the IM and Presence central cluster. Attended Installation, on page 48 — Step 4 Continue with the Basic Install process for IM and Presence Service by continuing the installation. Configure Attended Installation, on page 53 — Step 5 Configure the IM and Presence Service database publisher node. Configure the IM and Presence Publisher, on page 58 — Step 6 On the Unified CM publisher, add IM and Presence Service subscriber nodes. — Add Subscriber Nodes, on page 58 Step 7 Complete the installation on the IM and Presence Service subscribers. Install Subscriber Nodes, on page 59 — Step 8 Attended Installation Use this procedure for Unified Communications Manager and IM and Presence Service installations to begin the basic install process. You can use this procedure if you are installing a cluster or adding a node to an existing cluster. Procedure Step 1 Perform one of the following: • If you are installing from a DVD drive located on a VMware ESXi server host, insert the installation DVD into the tray and restart the virtual machine, so that it boots from the DVD. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 48 Installation Methods Attended Installation

• If you are installing from a data store ISO file located on the local ESXi host or on a storage area network (SAN), edit the CD or DVD drive on the virtual machine to select the data store ISO file. Select the option to connect at power on, and restart the virtual machine. If you have configured the virtual machine to use the ISO at the same time that you created the virtual machine using the OVA file, skip this step and complete the rest of the procedure. Note If you are installing Unified CM or IM and Presence Service from a Cisco Business Edition 6000/7000 appliance with the software pre-installed, go directly to the Installation Guide for Cisco Business Edition 6000 and 7000 for more information. After the server completes the boot sequence, the DVD Found window displays. Step 2 Click Yes to perform the media check. Or click No to skip the media check. The media check verifies the integrity of the DVD or ISO. If the DVD or ISO has passed the media check previously, choose to skip the media check. Step 3 If you click Yes to perform the media check, the Media Check Result window displays. a) If the Media Check Result displays Pass, click OK to continue the installation. b) If the media check fails, either download another copy from cisco.com or obtain another DVD or ISO directly from Cisco. Step 4 In the Product Deployment Selection window, specify which product you want to install: • Unified Communications Manager—Choose the product and click OK. • IM and Presence Service—Select OK. Note The window displays the products that are supported and not supported by your hardware. If only one product is supported, you do not choose which product to install. Step 5 If the Unified CM or IM and Presence Service software is pre-installed on the server, the Overwrite Hard Drive window opens and displays the current software version on your hard drive, DVD or ISO file. Click Yes to continue with the installation or No to cancel. Caution If you choose to continue with the installation, all existing data on your hard drive gets overwritten and destroyed. The Platform Installation Wizard window displays. Step 6 In the Platform Installation Wizard window, choose one of the following options: • To continue with the basic installation process, choose Proceed and continue. Allows you to configure the basic installation process. Use this installation method first-time setup or during restore from backup. • To continue with Install with Data Import, choose Import. Use this installation method for direct migrations (Fresh Install with Data Import) from the older versions of Unified Communications Manager or IM and Presence Service. • If you want to install the software first and then configure it later, click Skip. The installation process installs the software and then prompts you to configure it after the installation is complete. This method may increase the total time for the installation. Step 7 In the Apply Additional Release window, if you have a newer Unified Communications Manager SU version on the same major release than your install image, you can elect to upgrade the installation to the newer release. This option is not available for the IM and Presence Service. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 49 Installation Methods Attended Installation

• Yes—Choose this option to upgrade the Unified Communications Manager install image to a newer Service Release. Go to one of the following procedures: • Upgrade Install Image from Local Source, on page 50 • Upgrade Install Image from Remote Server, on page 51 • No—Choose this option if you are installing the IM and Presence Service or if you are installing Unified Communications Manager and you do not want to upgrade the installed image. Step 8 In the Basic Install window, click Continue to install the software or configure the pre-installed software. What to do next To upgrade the Unified Communications Manager install image to a later release, perform any of the following procedures: • Upgrade Install Image from Local Source, on page 50 • Upgrade Install Image from Remote Server, on page 51 To continue the basic install process, Configure Attended Installation, on page 53. Upgrade Install Image from Local Source Use this optional procedure for Unified Communications Manager installations if you have a newer version than your installation image and you want to upgrade your installation file to a newer version. This option is available for Unified Communications Manager installs only. If you have placed your upgrade file on an FTP or SFTP server, see Upgrade Install Image from Remote Server, on page 51. Note Before you begin Make sure to do the following: To complete this procedure, you must have completed the Attended Installation, on page 48 procedure and have chosen to apply a patch via a LOCAL source. Note • Start a basic installation. Choose the option to apply a patch via a LOCAL source. For details, see Attended Installation, on page 48. • Download the appropriate patch file from Cisco.com. You must create an ISO image from the upgrade file and then either place it on a DVD or in the DVD drive of a virtual machine. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 50 Installation Methods Upgrade Install Image from Local Source

Procedure Step 1 When the Local Patch Configuration window displays, enter the patch directory and patch name, if required, and choose OK. The Install Upgrade Patch Selection Validation window displays. Step 2 The window displays the patch file. To update the system with this patch, click Continue. Step 3 Choose the upgrade patch to install. The system installs the patch, then restarts the system with the upgraded software version running. After the system restarts, the Preexisting Configuration Information window displays. Step 4 To continue the installation, choose Proceed . The Platform Installation Wizard window displays. Step 5 To continue the installation, click Proceed or click Cancel to stop the installation. If you click Proceed, the Apply Patch window displays. Continue with the next step. If you click Cancel, the system halts, and you can safely power down the server. Step 6 When the Apply Patch window displays, choose No. Step 7 The Upgrade window displays. Step 8 Click No and perform the procedure to configure the basic installation. What to do next Configure Attended Installation, on page 53 Upgrade Install Image from Remote Server Use this optional procedure for Unified Communications Manager installations if you have a newer version than your installation image on an FTP or SFTP server and you want to upgrade your installation file to a newer version. This option is available for Unified Communications Manager installs only. If you have placed your upgrade file on an FTP or SFTP server, see Upgrade Install Image from Local Source, on page 50. Note Procedure Step 1 Configure the auto negotiation setting. • To enable automatic negotiation, choose Yes. This option sets the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. The MTU Configuration window displays. Skip the next step and then continue. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 51 Installation Methods Upgrade Install Image from Remote Server

Note To use this option, your hub or the Ethernet switch must support automatic negotiation. • To disable automatic negotiation, choose No. The NIC Speed and Duplex Configuration window displays. Continue with the next step. Step 2 If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue. The MTU Configuration window displays. Step 3 In the MTU Configuration window, you can change the MTU size from the operating system default. The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host transmits on the network. If you are unsure of the MTU setting for your network, use the default value. Caution If you configure the MTU size incorrectly, your network performance can be affected. • To accept the default value (1500 bytes), choose No. • To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK. The DHCP Configuration window displays. Step 4 For network configuration, you can choose to either set up static network IP addresses for the node and gateway or to use Dynamic Host Configuration Protocol (DHCP). Static IP addresses are recommended. If you use DHCP, use static DHCP. • If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The installation process attempts to verify network connectivity. • If you want to configure static IP addresses for the node, choose No. The Static Network Configuration window displays. Step 5 If you chose not to use DHCP, enter your static network configuration values and choose OK. The DNS Client Configuration window displays. Step 6 To enable DNS, choose Yes, enter your DNS client information, and choose OK. After the system configures the network and checks for connectivity, the Remote Patch Configuration window displays. Step 7 Enter the location and login information for the remote file server. The system connects to the remote server and retrieves a list of available upgrade patches. If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches. If the upgrade file is located on a Windows server, remember that you are connecting to an FTP or SFTP server, so use the appropriate syntax, including: • Begin the path with a forward slash (/) and use forward slashes throughout the path. • The path must start from the FTP or SFTP root directory on the server, so you cannot enter a Windows absolute path, which starts with a drive letter (for example, C:). Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 52 Installation Methods Upgrade Install Image from Remote Server

The Install Upgrade Patch Selection window displays. Step 8 Choose the upgrade patch to install. The system downloads, unpacks, and installs the patch and then restarts the system with the upgraded software version running. After the system restarts, the Preexisting Configuration Information window displays. Step 9 To continue the installation, choose Proceed. The Platform Installation Wizard window displays. Step 10 Choose Proceed or choose Cancel to stop the installation. If you choose Proceed, the Apply Patch window displays. Continue with the next step. If you choose Cancel, the system halts, and you can safely power down the server. Step 11 In the Apply Patch window displays, choose No. The Windows Upgrade window displays. Step 12 Choose No and perform the Configure Attended Installation, on page 53 procedure to configure the basic installation. What to do next Configure Attended Installation, on page 53 Configure Attended Installation Use this procedure to configure Unified Communications Manager and IM and Presence Service basic installation. Before you begin Attended Installation, on page 48 Procedure Step 1 In the Timezone Configuration window, choose the appropriate time zone for the server and then choose OK. The Auto Negotiation Configuration window is displayed. Step 2 The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation. • To enable automatic negotiation, choose Yes. The MTU Configuration window is displayed. Note To use this option, your hub or Ethernet switch must support automatic negotiation. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 53 Installation Methods Configure Attended Installation

• To disable automatic negotiation, choose No and continue with the next step. The NIC Speed and Duplex Configuration window is displayed. Step 3 If you chose to disable automatic negotiation, manually choose the appropriate NIC speed and duplex settings now and choose OK to continue. The MTU Configuration window displays. Step 4 In the MTU Configuration window, you can change the MTU size from the operating system default. The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value, which is 1500 bytes. Caution If you configure the MTU size incorrectly, your network performance can be affected. • To accept the default value (1500 bytes), choose No. • To change the MTU size from the operating system default, choose Yes, enter the new MTU size, and choose OK. The DHCP Configuration window displays. Step 5 For network configuration, you can choose to either set up a static network IP address for the node or to use Dynamic Host Configuration Protocol (DHCP). Static IP addresses are recommended. If you use DHCP, use static DHCP. • If you have a DHCP server that is configured in your network and want to use DHCP, choose Yes. The network restarts, and the Administrator Login Configuration window is displayed. • If you want to configure a static IP address for the node, choose No. The Static Network Configuration window displays. Step 6 If you chose not to use DHCP, enter your static network configuration values and choose OK. The DNS Client Configuration window is displayed. Step 7 In the DNS Client Configuration window, click Yes to enable DNS and enter the DNS client information. Step 8 Click OK and choose one of the following in the Basic Installation procedure: • Proceed: • Click Proceed to restart the network using the new configuration. The Administrator Login Configuration window is displayed. • Enter Administrator login User Name and Password Note Make sure that the User Name contians alphanumeric characters. Use the same login cerdentials to Cisco Unified Communications Operating System Administration, the Command Line Interface, and the Disaster Recovery System. • Software Location of Data to Import Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 54 Installation Methods Configure Attended Installation

• Enter Remote Server Name or IP, Export Data Directory, Remote Login ID, Remote Password, and Confirm Password. Click OK to restart the network using the new configuration. Step 9 The Certificate Information window is displayed. Step 10 In Certificate Information window, enter your certificate signing request information and click OK. Step 11 In the First Node Configuration window, choose how you want to assign this node: • Yes—Choose this option to assign this node as the Cisco Unified Communications Manager publisher node. • No—Choose this option to assign this node as a Cisco Unified Communications Manager subscriber node, or as an IM and Presence Service node. What to do next If you are installing the first node in the cluster, go to one of the following procedures, depending on whether you are installing Unified Communications Manager or the IM and Presence Service: • Configure the Unified Communications Manager Publisher, on page 55 • Configure the IM and Presence Publisher, on page 58 Otherwise, for subscriber node installs Add Subscriber Nodes, on page 58. Configure the Unified Communications Manager Publisher Follow this procedure to configure the first server where you install Unified Communications Manager software as the publisher node for the cluster. Perform this procedure after you have completed the attended installation and configured the attended installation. You can configure Smart Call Home on the publisher node only. Note Procedure Step 1 The Network Time Protocol Client Configuration window appears. We recommend that you use an external NTP server to ensure accurate system time on the publisher node. Subscriber nodes in the cluster will get their time from the first node. Step 2 Choose whether you want to configure an external NTP server or manually configure the system time. • To set up an external NTP server, choose Yes and enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. You can configure up to five NTP servers, and we recommend that you use at least three. Choose Proceed to continue with the installation. The system contacts an NTP server and automatically sets the time on the hardware clock. Note If the Test button appears, you can choose Test to check whether the NTP servers are accessible. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 55 Installation Methods Configure the Unified Communications Manager Publisher

• To manually configure the system time, choose No and enter the appropriate date and time to set the hardware clock. Choose OK to continue with the installation. The Database Access Security Configuration window appears. Step 3 Enter the Security password from Required Installation Information. Note The Security password must start with an alphanumeric character, be at least eight characters long, and can contain alphanumeric characters, hyphens, and underscores. The system uses this password to authorize communications between nodes, and you must ensure this password is identical on all nodes in the cluster. The SMTP Host Configuration window appears. Step 4 If you want to configure an SMTP server, choose Yes and enter the SMTP server name. If you do not want to configure the SMTP server, choose No, which redirects to Smart Call Home page. To go to previous page, choose Back and to see the information about the SMTP configuration, choose Help. Note You must configure an SMTP server to use certain platform features; however, you can also configure an SMTP server later by using the platform GUI or the command line interface. Step 5 Choose OK. Step 6 In the SMART Call Home Enable window, choose one of the following and click OK: • Enable Smart Call Home on System Start • Enable Anonymous Call Home on System Start • Remind me Later to configure Smart Call Home—Select this option to configure the Smart Call Home feature service after installation using the Cisco Unified Serviceability interface. • Disable All Call Home on System Start—Select this option to deactivate the Smart Call Home feature service. Please note that you can reactivate it after installation using the Cisco Unified Serviceability interface. Step 7 If you have selected Smart Call Home on System Start, do the following: a) Select the method for sending data to the Cisco Technical Assistance Center. • Secure Web (HTTPS) • Secure Web (HTTPS) through Proxy—If you select this option, enter the Hostname or IP address of the proxy server where the Call Home info gets sent as well as the port number on which the server is enabled. • Email—If you select this option, you must have configured SMTP for any emails to be sent successfully. b) To send a copy of the Call Home messages to multiple email recipients, enter the email addresses separated with a comma. You can enter up to a maximum of 1024 characters. c) In the Customer Contact Details field, enter the customer's email address. d) Click Continue to proceed, or select Back to return to the previous menu. If you click Continue, a message appears as Cisco Call Home includes reporting capabilities that allow Cisco to receive diagnostic and system information from your Unified Communications Manager cluster. Cisco may use this information for proactive debugging, product development Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 56 Installation Methods Configure the Unified Communications Manager Publisher

or marketing purposes. To learn more about this feature, please visit: http://www.cisco.com/en/US/products/ps7334/serv_home.html. Note If you have selected Secure Web (HTTPS) through Proxy and click Continue, the Smart Call Home Proxy Configuration window appears. e) Click Confirm to proceed with normal installation or select Back to return to the Smart Call Home Enable Page. Step 8 If you have selected Enable Anonymous Call Home on System Start, do the following: a) Select the method for sending data to the Cisco Technical Assistance Center. • Secure Web (HTTPS) • Secure Web (HTTPS) through Proxy—If you select this option, enter the Hostname or IP address of the proxy server where the Call Home info gets sent as well as the port number on which the server is enabled. • Email—If you select this option, you must have configured SMTP for any emails to be sent successfully. b) To send a copy of the Call Home messages to multiple email recipients, enter the email addresses separated with a comma. You can enter up to a maximum of 1024 characters. c) Click Continue to proceed, or click Back to return to the previous menu. When you click Continue, the following message appears. To help improve the Unified Communications Manager experience, click Confirm to allow Cisco Systems to securely receive usage statistics from the server. This information will be used by Cisco to help understand how customers are using our product and ultimately drive product direction. If you prefer not to participate, you may choose to opt-out. Note If you have selected Secure Web (HTTPS) through Proxy and clicked Continue, the Anonymous Call Home Proxy Configuration window appears. d) Click Confirm to proceed with normal installation or click Back to return to the Smart Call Home Enable Page. Note If you choose Install with Data Import during basic installation the Application User Configuration window does not appear. Proceed to step 11 to complete the installation. Step 9 Click OK. The Application User Configuration window appears. Step 10 Enter the Application User name and password from and confirm the password by entering it again. Step 11 Choose OK. The Platform Configuration Confirmation window appears. Step 12 Choose OK to continue with the installation or choose Back to modify the platform configuration. The system installs and configures the software. The server reboots. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 57 Installation Methods Configure the Unified Communications Manager Publisher

When the installation process completes, you are prompted to log in by using the Administrator account and password. What to do next If you want to install subscriber nodes, Add Subscriber Nodes, on page 58. Configure the IM and Presence Publisher Follow this procedure to configure the first server where you install IM and Presence Service software as the database publisher node for the IM and Presence cluster. Procedure Step 1 Install and configure the IM and Presence database publisher node. Step 2 Verify that the following services are running: • Cisco SIP Proxy • Cisco Presence Engine • Cisco XCP Connection Manager • Cisco XCP Authentication Service If you need to activate services, you can do it in Cisco Unified Serviceability at Tools > Service Activation. What to do next Add Subscriber Nodes, on page 58 Add Subscriber Nodes Before you install software on your subscriber nodes, you must add the subscriber nodes to the Unified Communications Manager publisher node. You must complete this task before installing subscriber nodes for either Unified Communications Manager or the IM and Presence Service. Procedure Step 1 Log in to the Unified Communications Manager publisher node. Step 2 From Cisco Unified CM Administration choose System > Server. Step 3 Add your subscriber nodes: a) Click Add New. b) From the Server Type drop-down list, choose the node type that corresponds to the install that you are completing: Unified Communications Manager Voice/Video node, or IM and Presence Service node. c) Enter the Fully Qualified Domain Name/IP Address field with a FQDN or IPv4 Address. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 58 Installation Methods Configure the IM and Presence Publisher

Note Do not use single quotes (' ') in the Description field while adding the node details. d) Optional. If you are deploying IPv6, enter an IPv6 Address. e) Click Save. f) Repeat these steps for each subscriber node that you want to add. Step 4 (IM and Presence Service only) Add your Presence Redundancy Groups in order to define your subclusters. a) From Cisco Unified CM Administration, choose System > Presence Redundancy Groups. b) Click Add New. c) Enter a Name and Description for the group. d) From the Server drop-down list, choose the IM and Presence Service nodes that you want to add to this group. e) Click Save. f) Repeat this procedure until you've created your groups. You can have up to three Presence Redundancy Groups in a cluster, with each group consisting of two IM and Presence Service nodes. What to do next Install Subscriber Nodes Install Subscriber Nodes Use this procedure if you want to install subscriber nodes for Unified Communications Manager or the IM and Presence Service. Before you begin Before you install software for either Unified Communications Manager or IM and Presence Service subscriber nodes, you must add the node to the Cisco Unified Communications Manager publisher node. For details, Add Subscriber Nodes, on page 58. Procedure Step 1 If you have configured Network Time Protocol on the publisher node, ensure that it is synchronized with an NTP server before you install a subscriber node. From the Command Line Interface on the publisher node, enter utils ntp status. Ensure that the output indicates that the node is synchronized with an NTP server. Note If the publisher node is not synchronized with an NTP server, installation of the subscriber node will fail. Step 2 On the First Node Configuration window, read the Warning and make sure that you have correctly configured the first node as the publisher node. To continue with the installation of the subscriber node, click OK. The Network Connectivity Test Configuration window displays. Step 3 During installation of a subscriber node, the system checks to ensure that the subscriber node can connect to the publisher node. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 59 Installation Methods Install Subscriber Nodes

• To pause the installation after the system successfully verifies network connectivity, choose Yes. • To continue the installation with a pause, choose No. The First Node Access Configuration window displays. Step 4 Enter the publisher node connectivity information and choose OK. The system checks for network connectivity. If you chose to pause the system after the system successfully verifies network connectivity, the Successful Connection to First Node window displays. Choose Continue. Note If the network connectivity test fails, the system always stops and allows you to go back and reenter the parameter information. The SMTP Host Configuration window displays. Step 5 If you want to configure an SMTP server, choose Yes and enter the SMTP server name. Note To use certain operating system features, you must configure an SMTP server; however, you can also configure an SMTP server later by using the operating system GUI or the command line interface. The Platform Configuration Confirmation window displays. Step 6 Choose OK to start installing the software or choose Back to change the configuration. Step 7 When the installation process completes, you get prompted to log in by using the Administrator account and password. What to do next If you have just installed a Unified Communications Manager cluster and you want to install the IM and Presence Service on the same cluster in a standard IM and Presence deployment (as opposed to a central IM and Presence cluster deployment), return to Attended Installation, on page 48 in order to install the IM and Presence Service cluster. Otherwise, proceed to the postinstallation tasks: • Postinstall Tasks for VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV, on page 81 • Postinstall tasks for the IM and Presence Service (VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV), on page 91 Touchless Installation Task Flow for ESXi Complete these tasks to install your Unified Communications Manager and IM and Presence Service node or clusters in a single process via the touchless installation method. Before you begin Preinstall Tasks for Unified Communications Manager on VMware vSphere ESXi, on page 35 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 60 Installation Methods Touchless Installation Task Flow for ESXi

Preinstall Tasks for IM and Presence Service on VMware vSphere ESXi, on page 39 Procedure Purpose Command or Action Use this procedure to generate the configuration files (clusterconfig.xml and platformconfig.xml) Generate Answer Files for Touchless Install, on page 61 Step 1 with your network settings. The touchless install process uses these files to install and configure a single node or the various cluster nodes. Use this procedure to create ISO images from the answer files. You use this ISO image in your touchless installation. Generate ISO Images, on page 62 Step 2 Use this procedure to upload the ISO images to the datastore. Upload ISO Image to Datastore, on page 63 Step 3 Use this procedure to mount the UC application ISO images on their corresponding VM. Mount ISO Image to VM, on page 63 Step 4 Begin the single node or cluster installation. You can kick off all node installations simultaneously. Run Touchless Install, on page 64 Step 5 Generate Answer Files for Touchless Install Use this procedure to generate answer files for your touchless installation of your cluster. The answer files (clusterconfig.xml and platformconfig.xml) contain the configuration information that the install process installs and configures on each cluster node. Before you begin You must have already planned your network topology, including addresses for your Unified Communications Manager and IM and Presence Service cluster nodes. Procedure Step 1 Log in to the Cisco Unified Communications Answer File Generator application at https://www.cisco.com/c/ en/us/applicat/content/cuc-afg/index.html. Step 2 In the Hardware section, choose Virtual Machine. Step 3 From the Product section, select the product and version that you want to install. Step 4 In the Software Location of Data to Import section, check the Configure Software Location of Data to Import check box to configure Remote SFTP server details only if you choose to install using the Fresh Install with Data Import. Else ignore this step and proceed to step 5. For more details, see Install with Data Import, on page 75. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 61 Installation Methods Generate Answer Files for Touchless Install

By checking the Configure Software Location of Data to Import check box it disables, Administrator Credentials, Security Password, Application User Credentials fields. These details are imported from source node data during installation. Enter the following fields: • Remote Server Name or IP—The Secure FTP (SFTP) server that stores the source cluster's exported data. • Export Data Directory—Directory path of the server containing export data. • Remote Server Login ID—Allows data retrieval of the remote SFTP server. • Remote Server Password—Can contain alphanumeric characters, hyphens, and underscores. Step 5 Complete the remaining fields under Clusterwide Configuration with your cluster configuration details. Step 6 Complete the fields in the Primary Node Configuration with configuration details for the publisher node. Step 7 Check the Dynamic Cluster Config Enable check box and enter a value, in hours, for the Dynamic cluster Config Timer. Note This check box must be checked if you want to install your full cluster in a single process. Otherwise, you will need to either configure this option later through the CLI, or add your subscriber nodes manually after the publisher node installs. Step 8 Under Secondary Node Configuration, enter the node details for your first subscriber node and click Add Secondary Node. Step 9 Add all your subscriber nodes. Step 10 Add all your cluster nodes and click Generate Answer files. Step 11 Download the answer files to your computer. Step 12 Repeat this procedure to generate answer files for the IM and Presence Service cluster. Generate ISO Images Use this procedure to create ISO images from the answer files. You will use the ISO images in your touchless installation. This procedure describes how to use WinImage to create ISO images. You can download WinImage from https://www.winimage.com/download.htm. Note Procedure Step 1 From WinImage, choose File > New. Step 2 From the Standard format, choose 1.44 MB and click OK. Step 3 Navigate to the Menu Image, choose Inject and select the platformConfig.xml file. Step 4 When prompted to inject the file into WinImage, click Yes. Step 5 Choose File > Save As. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 62 Installation Methods Generate ISO Images

Step 6 Save the file as an ISO image (.iso file) using the following naming conventions: • Unified Communications Manager—ucm.iso • IM and Presence Service—imp.iso Step 7 Repeat these steps for both the Unified Communications Manager cluster and the IM and Presence Service cluster. Upload ISO Image to Datastore Use this procedure to upload the ISO image to the datastore. Procedure Step 1 Start the vSphere client. Step 2 Select the Configuration tab. Step 3 Select Storage. Step 4 Right-click on a datastore and Browse the datastore. Step 5 Navigate to the destination directory and click the Upload files to this datastore icon. Step 6 Upload the ISO images to your local folder. Step 7 At the Upload/Download warning, click Yes. Step 8 Close the Datastore Browser window. Mount ISO Image to VM Use this procedure to mount the UC application ISO images on their corresponding VM. Procedure Step 1 In the vSphere client, choose the virtual machine. Step 2 Open VMware Remote Console (VMRC), and click the CD/DVD Drive 2. Step 3 Browse to the datastore and locate the ISO image. Step 4 Select the file and click OK. Step 5 Under Device Status, enable the Connected and Connect at power on option. Step 6 Click the Options tab. Under Boot Options, check Force entry to BIOS and click OK. Step 7 Repeat this procedure for each VM on which you want to install a node. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 63 Installation Methods Upload ISO Image to Datastore

Run Touchless Install After you have mounted your ISO image to your application VMs, run the touchless installation process. You can install all nodes simultaneously. Procedure Step 1 In vSphere client, right-click the VM and select Open Console. A console window opens. Step 2 Click the Power On icon in the console tool bar to power on the virtual machine. Step 3 When the BIOS screen appears, configure the following boot order: a) CD-Rom b) Hard Drive c) Removable Devices d) Network Step 4 Save the settings and exit from the console. The installation commences immediately. Step 5 Repeat these steps for each cluster node. All cluster nodes may install in parallel; you don't have to install them serially. Step 6 After to emphasize the completion of an activity, remove the ISO configurations from the virtual machines. Touchless Installation Task Flow For Cisco NFVIS-for-UC Complete these tasks to install your Unified Communications Manager and IM and Presence Service node or clusters in a single process via the touchless installation method. Before you begin Preinstall Tasks for Cisco Unified Communications Manager on Cisco NFVIS-for-UC, on page 37 Preinstall Tasks for IM and Presence Service on Cisco NFVIS-for-UC, on page 40 Procedure Purpose Command or Action Use this procedure to generate the configuration files (clusterconfig.xml and platformconfig.xml) Generate Answer Files for Touchless Install Cisco NFVIS-for-UC, on page 65 Step 1 with your network settings. The touchless install process uses these files to install and configure a single node or the various cluster nodes. Use this procedure to create ISO images from the answer files. You use this ISO image in your touchless installation. Generate ISO Images, on page 66 Step 2 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 64 Installation Methods Run Touchless Install

Purpose Command or Action Use this procedure to upload the ISO images to the datastore. Upload ISO Image to Datastore, on page 66 Step 3 Use this procedure to deploy the VM. After deployment, the installation starts automatically. Deploy VM via NFVIS Portal, on page 68 Step 4 Generate Answer Files for Touchless Install Cisco NFVIS-for-UC Use this procedure to generate answer files for your touchless installation of your cluster. The answer files (clusterconfig.xml and platformconfig.xml) contain the configuration information that the install process installs and configures on each cluster node. Before you begin You must have already planned your network topology, including addresses for your Unified Communications Manager and IM and Presence Service cluster nodes. Procedure Step 1 Log in to the Cisco Unified Communications Answer File Generator application at https://www.cisco.com/c/ en/us/applicat/content/cuc-afg/index.html. Step 2 In the Hardware section, choose Virtual Machine. Step 3 From the Product section, select the product and version that you want to install. Step 4 In the Software Location of Data to Import section, check the Configure Software Location of Data to Import check box to configure Remote SFTP server details only if you choose to install using the Fresh Install with Data Import. Else ignore this step and proceed to step 5. For more details, see Install with Data Import, on page 75. By checking the Configure Software Location of Data to Import check box it disables, Administrator Credentials, Security Password, Application User Credentials fields. These details are imported from source node data during installation. Enter the following fields: • Remote Server Name or IP—The Secure FTP (SFTP) server that stores the source cluster's exported data. • Export Data Directory—Directory path of the server containing export data. • Remote Server Login ID—Allows data retrieval of the remote SFTP server. • Remote Server Password—Can contain alphanumeric characters, hyphens, and underscores. Step 5 Complete the remaining fields under Clusterwide Configuration with your cluster configuration details. Step 6 Complete the fields in the Primary Node Configuration with configuration details for the publisher node. Step 7 Check the Dynamic Cluster Config Enable check box and enter a value, in hours, for the Dynamic cluster Config Timer. Note Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 65 Installation Methods Generate Answer Files for Touchless Install Cisco NFVIS-for-UC

This check box must be checked if you want to install your full cluster in a single process. Otherwise, you will need to either configure this option later through the CLI, or add your subscriber nodes manually after the publisher node installs. Step 8 Under Secondary Node Configuration, enter the node details for your first subscriber node and click Add Secondary Node. Step 9 Add all your subscriber nodes. Step 10 Add all your cluster nodes and click Generate Answer files. Step 11 Download the answer files to your computer. Step 12 Repeat this procedure to generate answer files for the IM and Presence Service cluster. Generate ISO Images Use this procedure to create ISO images. You will use the ISO images in your touchless installation. This procedure describes how to use AnyBurn Tool to create ISO images. You can download any free version from https://www.anyburn.com/download.php. Note NFVIS does not support ISO images created with the WinImage tool because WinImage does not generate ISO files in the true ISO 9660 format required by NFVIS. Note Procedure Step 1 Open any AnyBurn tool. Step 2 From the options, select Create image file from files/folders. Step 3 Click Add and include all the files that you want to include in the ISO. Step 4 To create a destination and image name, select the path where you want to save the new ISO file and enter the required file name. Step 5 Click Create Now to generate the ISO file. Upload ISO Image to Datastore Collaboration applications require registration of both the ISO image (installation media) and the OVA file (metadata). You must upload both the files at the same time. NFVIS supports two registration methods: • Local Registration: Upload files directly from your computer. • Remote Registration: Download files from a remote server using HTTP, HTTPS, FTP, or SCP. Use this procedure to upload the ISO image to the datastore. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 66 Installation Methods Generate ISO Images

Procedure Step 1 Use this method when the ISO and OVA files are available on your local computer. To upload an image using the local registration method, perform the following: a) Navigate to Configuration > Virtual Machine > Images > Image Repository. b) To upload the ISO image, click Upload and select the ISO file from your local file system. For example: Bootable_UCSInstall_UCOS_15.0.1.iso. c) To configure the Image Properties, enter a pre-populated name in the Image Name to a descriptive name. For example, cucm-15.0.1. Also, select a VM Type from the drop-down list. If your application type is not listed, select OTHER. d) To upload an OVA Metadata, select the Metadata checkbox, click Upload OVA, and select the OVA file. For example, cucm_15.0_vmv17_v1.2.sha512.ova. e) To configure additional options, select the Dedicated Cores check box (recommended for production environments). This allocates dedicated CPU cores to the VM for improved performance. f) To submit the registration, click the Upload File button. NFVIS performs the following: • Upload the ISO image • Upload and parse the OVA file • Register the image • Automatically create profiles/flavors from OVA metadata g) To verify registration, wait for the process to complete. The image should appear in the Image Repository with the status Active. Verify that flavors are populated from the OVA file. Step 2 Use this method when files are hosted on a remote server (HTTP, HTTPS, FTP, or SCP). To upload an image using the remote registration method, perform the following: a) Navigate to Configuration > Virtual Machine > Images > Image Repository. b) To select the Remote Registration, click Register Image and select Remote Image Registration option. c) To configure the Image Details, enter a descriptive name in the Image Name field. For example, cucm-15.0.1. d) To configure the Remote Server Connection Protocol, enter the following details: • Protocol: Select from the drop-down list (HTTP/HTTPS/FTP/SCP). • IP Address: Enter the server hostname or IP address. • Image File Path: Enter the directory path to the ISO file with the image name. For example: /home/user/images/Bootable_UCSInstall_UCOS_15.0.1.14900-42.sha512.iso e) Enter the Configure Authentication details for FTP/SCP (only). • Username: Enter the username for the remote server. • Password: Enter the password. f) To upload an OVA Metadata, select the Metadata checkbox, and enter the OVA File Path name. For example, /home/user/images/cucm_15.0_vmv17_v1.2.sha512.ova. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 67 Installation Methods Upload ISO Image to Datastore

Note The OVA file must be on the same server as the ISO file. Different remote servers for the ISO and OVA files are not supported. g) To configure additional options, select the Dedicated Cores check box if necessary. h) To submit the registration, click the Submit button. NFVIS performs the following: • Download the ISO image from the remote server • Upload and parse the OVA file • Register the image • Automatically create profiles/flavors from OVA metadata i) To verify registration, wait for the process to complete. The image should appear in the Image Repository with the status Active. Verify that flavors are populated from the OVA file. Note Downloading large files may take several minutes. Deploy VM via NFVIS Portal Use this procedure to deploy the VM instance. Procedure Step 1 Navigate to Configuration > Deploy to deploy a new virtual machine. Step 2 Select an option from the VM. If your application type is not listed, select OTHER. If necessary, you can change the name of the VM Type created. Step 3 Choose the required image from the drop-down list. Images are populated based on the VM type selected. For example, cucm-15.0.1. Step 4 Select the appropriate flavor (with the image name) based on your sizing requirements. Flavors are populated based on the selected image and are automatically created from the OVA file during image registration. Step 5 (Optional) Enter the Group Name, VNC Password, Deployment Disk, and Low Latency (TRUE). Step 6 To configure Network Connections, perform the following in the Network Design section: • Locate the VM icon on the canvas. • Drag a line from the VM to the desired network. • Connect to the appropriate network(s) for your deployment. Enter the directory path to the ISO file. • Add additional networks as required. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 68 Installation Methods Deploy VM via NFVIS Portal

Step 7 To attach the bootstrap ISO, select the Bootstrap ISO check box, click Upload, and select your Day 0 configuration ISO. Step 8 To deploy the VM, click the Deploy button. The system will validate the configuration. If validation errors occur, they will be displayed for correction. Step 9 Navigate to Configuration > Virtual Machine > Manage to monitor the deployment. Step 10 To access the VM console, once the VM is in ACTIVE state, click the Terminal button in the VM row. Monitor the installation progress via the console. Follow the application-specific installation prompts. Touchless Installation Task Flow for Nutanix AHV Complete these tasks to install your Unified Communications Manager and IM and Presence Service node or clusters in a single process via the touchless installation method. Before you begin Preinstall Tasks for Cisco Unified Communications Manager on Nutanix AHV, on page 38 Preinstall Tasks for IM and Presence Service on Nutanix AHV, on page 41 Procedure Purpose Command or Action Use this procedure to generate the configuration files (clusterconfig.xml and platformconfig.xml) Generate Answer Files for Touchless Install for Nutanix AHV, on page 70 Step 1 with your network settings. The touchless install process uses these files to install and configure a single node or the various cluster nodes. Use this procedure to create ISO images from the answer files. You use this ISO image in your touchless installation. Generate ISO Images, on page 71 Step 2 Use this procedure to upload the ISO images to the datastore. Upload ISO Image to Nutanix Cluster, on page 71 Step 3 Begin the single node or cluster installation. You can kick off all node installations simultaneously. Power On the Virtual Machine, on page 72 Step 4 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 69 Installation Methods Touchless Installation Task Flow for Nutanix AHV

Generate Answer Files for Touchless Install for Nutanix AHV Use this procedure to generate answer files for your touchless installation of your cluster. The answer files (clusterconfig.xml and platformconfig.xml) contain the configuration information that the install process installs and configures on each cluster node. Before you begin You must have already planned your network topology, including addresses for your Unified Communications Manager and IM and Presence Service cluster nodes. Procedure Step 1 Log in to the Cisco Unified Communications Answer File Generator application at https://www.cisco.com/c/ en/us/applicat/content/cuc-afg/index.html. Step 2 In the Hardware section, choose Virtual Machine. Step 3 From the Product section, select the product and version that you want to install. Step 4 In the Software Location of Data to Import section, check the Configure Software Location of Data to Import check box to configure Remote SFTP server details only if you choose to install using the Fresh Install with Data Import. Else ignore this step and proceed to step 5. For more details, see Install with Data Import, on page 75. By checking the Configure Software Location of Data to Import check box it disables, Administrator Credentials, Security Password, Application User Credentials fields. These details are imported from source node data during installation. Enter the following fields: • Remote Server Name or IP—The Secure FTP (SFTP) server that stores the source cluster's exported data. • Export Data Directory—Directory path of the server containing export data. • Remote Server Login ID—Allows data retrieval of the remote SFTP server. • Remote Server Password—Can contain alphanumeric characters, hyphens, and underscores. Step 5 Complete the remaining fields under Clusterwide Configuration with your cluster configuration details. Step 6 Complete the fields in the Primary Node Configuration with configuration details for the publisher node. Step 7 Check the Dynamic Cluster Config Enable check box and enter a value, in hours, for the Dynamic cluster Config Timer. Note This check box must be checked if you want to install your full cluster in a single process. Otherwise, you will need to either configure this option later through the CLI, or add your subscriber nodes manually after the publisher node installs. Step 8 Under Secondary Node Configuration, enter the node details for your first subscriber node and click Add Secondary Node. Step 9 Add all your subscriber nodes. Step 10 Add all your cluster nodes and click Generate Answer files. Step 11 Download the answer files to your computer. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 70 Installation Methods Generate Answer Files for Touchless Install for Nutanix AHV

Step 12 Repeat this procedure to generate answer files for the IM and Presence Service cluster. Generate ISO Images Use this procedure to create ISO images from the answer files. You will use the ISO images in your touchless installation. This procedure describes how to use WinImage to create ISO images. You can download WinImage from https://www.winimage.com/download.htm. Note Procedure Step 1 From WinImage, choose File > New. Step 2 From the Standard format, choose 1.44 MB and click OK. Step 3 Navigate to the Menu Image, choose Inject, and select the platformConfig.xml and the clusterConfig.xml file for the Unified CM Publisher node. For Unified CM Subscriber, IM and Presence Publisher and Subscriber, choose Inject, and select the platformConfig.xml file only. Step 4 When prompted to inject the file into WinImage, click Yes. Step 5 Choose File > Save As. Step 6 Choose All files from the drop-down for the Save as type and specify the file name as an ISO image (with .iso file extension, for example imagename.iso) using the following naming conventions: • Unified Communications Manager—ucm.iso • IM and Presence Service—imp.iso Step 7 Repeat these steps for both the Unified Communications Manager cluster and the IM and Presence Service cluster. Upload ISO Image to Nutanix Cluster Create ISO images for the Unified CM publisher and subscribers based on the generated answer file, and upload the <cucm_answer_file>.iso for the publisher and subscribers to the Nutanix clusters. In case of manual installation of Unified CM, the second CD-ROM does not need to be mounted with the <cucm_answer_file>.iso file. Procedure Step 1 Download the desired version of the Unified CM bootable .iso image from the Cisco.com to your local machine. Step 2 Log in to Nutanix Prism Central or Prism Element with your credentials. Step 3 In the top-right corner of the Nutanix Prism Central page, click the three-line menu icon. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 71 Installation Methods Generate ISO Images

Step 4 Click Images in the left pane, then select Add Image. Step 5 On the Add Images page, you can either choose the Image File and click + Add File to select the locally downloaded file to upload to the Nutanix cluster, or select the URL radio button to upload the bootable .iso image from a remote server by providing the NFS path in the Image URL field. Step 6 Click + Add URL and provide the authentication credentials to connect to the remote server. Step 7 Click Next and save the changes. Step 8 Check the status of the image upload on the Tasks page to confirm the successful upload of the .iso image to the Nutanix cluster. For example, a URL is the following: nfs://<Host IP>/<path>/Bootable_UCSInstall_UCOS_15.0.1.xxxxx-xx.sha512.iso. Power On the Virtual Machine After you have mounted your ISO image to your application VMs, run the touchless installation process. You can install all nodes simultaneously. Automated Installation using vApp properties and VMware OVF Tool This feature uses a skip-install Open Virtual Archive (OVA) file containing an application that is installed up to the “skip” configuration point, where the application is ready to accept the configuration and complete installation. The VMware OVF Tool is used to deploy and inject the Unified CM and IM and Presence Service configuration parameters into the virtual machines using skip-install OVA and vApp properties without using Answer File Generator or vFloppy images. Deployment vApp options are available for virtual machines that are deployed from VMware Open Virtualization Format Tool (OVF) Tool to the desktop or to the web server (Application available only on vcenter). For a virtual machine with vApp options enabled, the vApp options are preserved when you export the virtual machine as an OVF template. Without manual intervention from the administrators, you just need the skip-install OVA image to install the entire Unified CM clusters. Using the vApp parameters, you simply need to define a template and set the values of vApp Properties and inject all the details during deployment of the skip-install OVA using the VMware OVF Tool that results in automated installation. Fresh Install and Fresh Install with Data Import is supported using this method. You can deploy this installation in two ways: • Manual Installation Using vApp Options—Deploy the skip-install OVA on each node in the cluster manually by logging into the respective VMware Embedded Host Client or vCenter Server, where the Unified CM server configurations can be entered. • Touchless Installation Using VM Builder and VMware OVF Tools—Run the VM Builder tool (which is a VMware wrapper tool that is provided as part of the platform skip-install-ova rpm/tar) by passing the Unified CM configuration parameters, skip-install OVA, and VMware Embedded Host Client or vCenter Server details of each node in the cluster, which would perform the complete cluster installation without manual intervention. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 72 Installation Methods Power On the Virtual Machine

Manual Installation Using vApp Options This option allows you to deploy OVA manually in the VMware Embedded Host Client or vCenter Server where OVA needs to be placed either in the desktop or to the web server. The OVA deployment from a web server is applicable only for vCenter. Note While deploying skip-install OVA through vCenter, you will see additional terminologies in the First Node Access Configuration (Set ONLY on SUBSCRIBERS) field on the customization template. For example, First Node Access Configuration (Set ONLY on 2 settings SUBSCRIBERS). We recommend that you ignore the term 2 settings in this field as this term is parsed from the vCenter configuration settings. Note This task is only supported with the VMware Embedded Host Client or vCenter Server version 7.0 U3 or 8.0 U1. Note Procedure Step 1 Deploy skip-install OVA after obtaining it from Cisco License Central. Step 2 From VMware Embedded Host Client or vCenter Server, deploy OVA from the desktop using the Browse button or enter a URL to download and install the OVA package from the Internet. Step 3 If the OVA is placed in a web server, enter the respective URL while deploying the OVA. For example, http://10.xx.xx.xx/UCSInstall_UCOS_14.xxx.ova. Step 4 Enter the required Unified CM configurations, skip-install OVA, VMware Embedded Host Client, or vCenter for each node in the cluster. The configuration is different for publisher and subscriber nodes. See the Required Installation Information help page to fill the mandatory configuration details. Note With this installation method, you can add up to 5 Unified Communication Manager subscriber nodes and 5 IM and Presence Service nodes in the user interface of Unified CM publisher. If we need to add more subscribers (Unified CM or IM and Presence Service), follow step 5 or step 6 depending on the deployment. Step 5 To perform touchless install on entire cluster including publisher, make sure to check the Dynamic Cluster Config Enable check box in user interface of the Unified Communication Manager publisher, and enter a value between 1-24 in the Dynamic cluster Config Timer field. Step 6 To install subscriber nodes in the cluster after the Unified CM publisher installation completes, perform any one of the following: • Enable the Dynamic Cluster Config Timer option in Unified Communication Manager publisher using the CLI set network cluster subscriber dynamic-cluster-configuration no-of-hours|default. (OR) Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 73 Installation Methods Manual Installation Using vApp Options

• Add your subscriber nodes manually from the user interface of the Unified CM publisher, after the Unified CM publisher node installation completes. Step 7 For installation using Fresh Install with Data Import, follow the instructions as described in Attended Installation Task Flow, on page 46 from step 1 through 6 to export data from source node. See Install with Data Import, on page 75. Step 8 Once the OVA image is deployed successfully into the virtual machine, power on the Virtual Machine. You will observe that the installation is in process. Repeat step 4 for each subscriber node in the cluster by providing the IP Address and Host Name of the Unified CM publisher nodes. Subscriber nodes can be installed parallelly by opening multiple VMware Embedded Host Clients. Note If DHCP is enabled for OVA deployment, ensure that you go to the edit settings of the virtual machine and change the MAC option to manual (by default, this option is automatic) before powering-on the virtual machine. Enter the static MAC address mapped with the IP Address and Host Name for the Unified Communications Manager and IM and Presence Service nodes. Touchless Installation Using VM Builder and VMware OVF Tools This task allows to deploy skip-install OVA using the Cisco VM Builder tool, which is a wrapper tool to inject the configurations parameters. This task is only supported with VMware Embedded Host Client or vCenter Server version 7.0 U3 or 8.0 U1. Note Before you begin • Requires a Linux server to run Cisco VM Builder and VMware OVF Tool. The Cisco VM Builder tool (VMware wrapper tool) and the dependent tool will be bundled and provided as .rpm file (platform-skip-install-ovftool-1.0.0.0-1.x86_64.rpm) or as a g-zipped tar file/tarball (platform-skip-install-ovftool_v1.0.tar.gz.) See the ReadMe guide for instructions on how to install .rpm/tar. Procedure Step 1 Install the Cisco VM Builder tool on any Linux server. It can be an SFTP server as well. Step 2 Copy the Unified Communications Manager and IM and Presence Service OVA image to the same server. Step 3 Using the Cisco VM Builder tool, pass the required Unified CM configurations, skip-install OVA, and VMware Embedded Host Client or vCenter for each node in the cluster based on the type of Install. Install can be Fresh Install or Fresh Install with Data Import. Configurations differ for the publisher and subscriber nodes. Use the “vmbuilder--help” option to know more about the parameters to be used. Note Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 74 Installation Methods Touchless Installation Using VM Builder and VMware OVF Tools

With this installation method, you can add up to 5 Unified Communication Manager subscriber nodes and 5 IM and Presence Service subscriber nodes in the Cisco VM Builder tool of the Unified CM publisher. If we need to add more subscribers (Unified CM or IM and Presence Service), follow step 4 or step 5 depending on the deployment. Step 4 To perform touchless install on entire cluster including publisher, make sure to pass the Dynamic Cluster Config Enable parameter as True and enter a value between 1-24, in the Dynamic cluster Config Timer in the Cisco VM Builder tool of the Unified CM publisher. For example, set the values of these parameters as: guest.dynamic_cluster_config=True and guest.cluster_config_timer=24. Step 5 To install subscriber nodes in the cluster after the Unified CM publisher installation completes, perform any one of the following: • Enable the Dynamic Cluster Config Enable option in the user interface of the Unified Communication Manager publisher using the CLI set network cluster subscriber dynamic-cluster-configuration no-of-hours|default. (OR) • Add your subscriber nodes manually from the Unified CM user interface of the publisher, after the Unified CM publisher node installation completes. Step 6 The Cisco VM Builder tool validates the configuration values, deploys the OVA in the VMware Embedded Host Client or vCenter Server, automatically powers on the node, and starts the installation. See the “vmbuilder--help” option to know more about the mandatory parameters and other restrictions. Step 7 Repeat step 3 for each subscriber node in the cluster. Subscriber nodes can be installed parallelly by opening multiple SSH connections. Note DHCP is not supported for touchless installation as the automated MAC can assign any IP Address and Host Name for the nodes. Install with Data Import Use the following procedure to configure Unified Communications Manager and IM and Presence Service installation with data import from an older version of Unified CM. See the Upgrade and Migration Guide for Cisco Unified Communications Manager and the IM and Presence Service to refer to the supported source releases for direct migration to the 15 destination versions. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 75 Installation Methods Install with Data Import

• Fresh Install with Data Import does not support domain name changes. If DNS is enabled on the publisher node of the destination cluster, the domain name must match the source cluster. If the domain name needs to change, install the destination cluster on the publisher without the DNS enabled and then enable DNS via the CLI after the installation is complete. The subscribers can be installed with the DNS enabled, but ensure that the System > Server entries on the publisher node are correct before installing the subscribers. If you plan to change the hostname and/or IP address during the migration, the System > Server entries must be updated on the publisher node of the destination cluster prior to installing the subscribers. • Fresh Install with Data Import does not support installation with DHCP configuration. If DHCP is enabled on the source cluster, install the destination cluster with Static configuration data and then configure the DHCP later post migration. Important Ensure that all nodes in the cluster are exported to the SFTP server before proceeding with Fresh Install with Data Import. Note Before you begin Ensure that your source version must be Release 10.5 or higher. If your source version is not Release 12.5(1) SU5 or higher, you need to install the latest version of the "ciscocm.DataExport" COP file on each node of the source system. We recommend that you have a single reliable NTP server configured for time synchronization for fresh installations. If you configure multiple NTP servers, configure at least four to ensure that Unified CM can determine a tie breaker when servers provide different time sources. Note Procedure Step 1 Export data from the source cluster publisher node. a) Run the utils system upgrade dataexport initiate CLI command on each node of the desired source system to export the data which can be imported using this procedure. b) Enter the SFTP server information to export the data. c) Enter the node Hostname and IP Address (it is possible to change them at this stage.) d) Run the utils system upgrade dataexport status to track the export status. A new folder is created at the SFTP server with the cluster name: Publisher IP Address. Step 2 Export data from the source cluster subscriber node. a) Run the utils system upgrade dataexport initiate CLI command on each node of the desired source system to export the data which can be imported using this procedure. b) Enter the SFTP server information to export data. c) Enter the node Hostname and IP Address (it is possible to change them at this stage). Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 76 Installation Methods Install with Data Import

d) Run the utils system upgrade dataexport status to track the export status. The exported subscriber data is stored in the same cluster folder: Publisher IP Address. Step 3 Repeat Step 2 for the remaining subscriber nodes. Step 4 Then proceed with one of the following methods to complete installation/import. Note During the configuration of an IP address, if the source and destination clusters are using DHCP, ensure that you configure a static IP address for the destination cluster. For example, the current IP address of the source cluster. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 77 Installation Methods Install with Data Import

See Installation Method a. Install a new publisher and import the data. To configure Unified Communications Manager and IM and Presence Service with Install with Data Import follow the instructions as described in Attended Installation, on page 48 from step 1 through 6. b. In the Platform Installation Wizard window, choose Import from the various options that are provided to import data from the SFTP server during the Unified Communications Manager and IM and Presence Service installation. c. In the import wizard, provide details for the following information: • Hostname, IP Address, Subnet mask, and Gateway. This must be the same information provided in the destination node for which you exported the data. • SFTP—In the export data directory, enter the exported data folder name or cluster information: <Publisher IP Address>. • Confirm whether this is the First Node. • Enter one or more NTP servers. Note If you are planning to use the same Hostname/IP Address, ensure that the older publisher node is shut down before installing a new publisher node. d. Install a new Subscriber and import the data. Repeat step 4 except for the First Node question. Respond to this query with a 'No' and provide the new publisher IP Address and hostname information. Note If you are planning to use the same Hostname/IP Address, ensure that the older publisher node is shut down before installing a new publisher node. Attended Install Follow the instructions as described in Touchless Installation Task Flow for ESXi, on page 60 from step 1 through 5. Touchless Install of a Single Node or a Cluster Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 78 Installation Methods Install with Data Import

See Installation Method Follow the instructions as described in Touchless Installation Using VM Builder and VMware OVF Tools, on page 74 from step 1 through 7. VMware OVF Tool Note If you are planning to use DHCP for the cluster node IP addresses, enable this configuration using the set network dhcp eth0 command. Add a New Node to an Existing Cluster To add a new Unified Communications Manager or IM and Presence Service subscriber node to an existing cluster, you can use either the basic attended Installation or Installation Using VM Builder and VMware OVF Tools methods to add and install the node. Any new nodes that you add must be configured as subscriber nodes. Attended Installation For attended installations of additional Unified Communications Manager or IM and Presence Service cluster nodes, complete the following tasks: Description Procedure For details, see the "Manage Backups" chapter of the Administration Guide for Cisco Unified Communications Manager. Run a full backup of the cluster. Step 1 Begin the installation process. Attended Installation, on page 48 Step 2 Continue with the Attended Installation process by configuring your installation. Configure Attended Installation, on page 53 Step 3 Add subscriber nodes to Unified Communications Manager publisher. Add Subscriber Nodes, on page 58 Step 4 Install software on your subscriber nodes. Install Subscriber Nodes, on page 59 Step 5 Touchless Installation For Touchless installations of additional Unified Communications Manager or IM and Presence Service cluster nodes or a single node, complete the Touchless Installation tasks for the respective hypervisor selected. See Installation Methods, on page 43. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 79 Installation Methods Add a New Node to an Existing Cluster

Notes for Basic and Touchless Installs After you install a new node on an existing cluster, if you plan to utilize Cisco CallManager or Cisco TFTP services, we recommend that you restart all the phones in your cluster to get the latest ITL file. If you are using a Certificate Trust List (CTL), you will also need to update this file manually by running the utils ctl update CTLFile CLI command (using Tokenless CTL) or by updating the file via the CTL Client (Legacy USB tokens). After you update the CTL file, you must restart the phones so that they can download the latest CTL file. For additional details on the CTL File, see the “Cisco CTL Client Setup” chapter of the Security Guide for Cisco Unified Communications Manager. Important • You can collect the logs from RTMT of a new node added to the existing FQDN cluster, only when you restart the trace collection service. When you sign in to Unified RTMT without restarting the trace collection, the following error message is displayed: Could not connect to 'Server' <new node name>. • If you install a new node to an existing cluster where the IM and Presence server is not upgraded to the supported version or if the IM and Presence server has been decommissioned, the following error message is displayed: "Add failed. Upgrade and migration for Cisco Unified IM & Presence Servers that are associated with this cluster appears to be pending (not complete). Please make sure upgrade and migration of all IM & Presence servers is completed successfully before adding servers to this cluster. Please check for any unused IM & Presence Application Servers and delete them”. Note A touchless install cannot be used to simultaneously install multiple Unified Communications Managers and multiple IM and Presence Service nodes. The following scenarios are supported: • Installing only multiple Unified Communications Manager nodes • Installing only one Unified Communications Manager node (publisher) and multiple and IM and Presence Service nodes If you need to simultaneously install multiple Unified Communications Manager and IM and Presence Service nodes, you must use one of the above scenarios and install additional nodes manually. Note Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 80 Installation Methods Add a New Node to an Existing Cluster

C H A P T E R 5 Postinstallation Tasks • Postinstall Tasks for VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV, on page 81 • Postinstall tasks for the IM and Presence Service (VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV), on page 91 • Where to Go Next, on page 93 PostinstallTasksforVMwarevSphereESXi,CiscoNFVIS-for-UC, and Nutanix AHV Procedure Purpose Command or Action You can download the Release Notes from the below URL. Make sure that you understand Read the Release Notes and any Readme files that come with your release. Step 1 the features for your release and any COP file requirements. https://www.cisco.com/c/en/us/support/ unified-communications/ unified-communications-manager-callmanager/ products-release-notes-list.html Before you attempt to upgrade any cluster nodes or install any COP files on the cluster Configure Software Location on cluster nodes that will be used for future upgrades and COP Installs. Step 2 nodes, all cluster nodes need to have their Software Location fields configured. For more information on configuring software location details, see the 'Configure Cluster Software Location' section in the Upgrade and Migration Guide for Cisco Unified Communications Manager and the IM and Presence Service from Releases 12.5(1)SU6 and 14SU2 onwards. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 81

Purpose Command or Action We recommend that you reset your application user passwords post installation. Reset Application User Passwords, on page 83 Step 3 You can use the Cisco Unified Real-Time Monitoring Tool (RTMT) to monitor Unified Install Unified RTMT Step 4 Communications Manager and the IM and Presence Service in real time. See the "Install Unified RTMT" section in the Cisco Unified Real-Time Monitoring Tool Administration Guide. If you have a kernel crash, the kerneldump utility provides a mechanism for collecting and dumping the crash. Enable the Kerneldump Utility, on page 84 Step 5 Verify that you have the required licenses for your system and devices. Install Licenses, on page 84 Step 6 We recommend performing regular backups. You can set up automatic backups or invoke a backup at any time. Configure the Backup, on page 84 Step 7 Optional. The default locale is US - English. If you want to use a different locale, download and install it. Install New Locales, on page 85 Step 8 You may need to install a COP file after the installation to fix a known defect, or to enable COP File Installation Guidelines, on page 88 Step 9 support for a custom device type that you want to use that does not ship with Unified Communications Manager. If you want to use a dial plan other than the North American Numbering Plan (the default), you must download and install it. Install a dial plan by completing these tasks: Step 10 • Install a COP File, on page 88 • Install a Prebuilt Dial Plan, on page 89 • Restart the Cisco CallManager Service, on page 89 Optional. If you want to enable security on your system, install the Cisco CTL Client and enable mixed mode. Activate Security, on page 90 Step 11 Optional. If you are using a Network Management System such as Cisco Prime Configure the Simple Network Management Protocol, on page 90 Step 12 Collaboration Assurance, enable the Simple Network Management Protocol. To change to the Guest OS version in the Cisco Unified Communications Manager virtual machine (VM) settings. Change Virtual Machine Configuration Specifications, on page 91 Step 13 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 82 Postinstallation Tasks Postinstall Tasks for VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV

Purpose Command or Action Note This step is not applicable for Cisco NFVIS-for-UC and Nutanix AHV. This configuration is necessary if your network topology has a public IP address configured Ensure that you configure the Trusted List of Hosts in HTTP Referer/Host Header and Step 14 for external interfaces along with private IP add the public IP address or DNS alias in the address for the individual nodes in the cluster. Cisco Unified CM Administration Enterprise Parameters page. Unified CM will now validate the IP address or hostname present in the Host header with the servers configured in the Unified CM cluster first before allowing access to Unified CM. You must also configure the DNS alias used to access the Unified CM under the Trusted List of Hosts configuration. For example, if your server is cm1.example.local, and you use phone.example.local to access the server, you must add phone.example.local to the Trusted List of Hosts configuration. From the private network using a private IP address, navigate to the Cisco Unified CM Administration user interface and select System > Enterprise Parameters to configure the external IP addresses or DNS alias used. You must restart the Cisco Tomcat service after performing this activity for all the web pages to load correctly. Reset Application User Passwords The install process sets all Application User passwords to the same default Application User password that you entered during installation. We recommend that you reset all these passwords post installation. Procedure Step 1 From Cisco Unified CM Administration, choose User Management > Application User. Step 2 Click Find. Step 3 Click an application user. The details of the application user appear in the Application User Configuration window. Step 4 Enter the new password in both the Password and Confirm Password fields. Step 5 Click Save. Step 6 Repeat this procedure for each application user. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 83 Postinstallation Tasks Reset Application User Passwords

Enable the Kerneldump Utility Use this procedure to enable the kerneldump utility. In the event of a kernel crash, the utility provides a mechanism for collecting and dumping the crash. You can configure the utility to dump the core to either the local server, or to an external server. Procedure Step 1 Log in to the Command Line Interface. Step 2 Complete either of the following: • To dump kernel crashes on the local server, run the utils os kerneldump enable CLI command. • To dump kernel crashes to an external server, run the utils os kerneldump ssh enable <ip_address> CLI command with the IP address of the external server. Step 3 Reboot the server. Install Licenses Make sure that you acquire the necessary licenses. Unified Communications Manager Requirements Use Cisco Smart Software Manager or Cisco Smart Software Manager satellite to manage licenses for Unified Communications Manager. For details on how to acquire licenses, see the "Smart Software Licensing" chapter of the System Configuration Guide for Cisco Unified Communications Manager. IM and Presence Service Requirements The IM and Presence Service does not require a server license or software version license. Configure the Backup We recommend performing regular backups. You can use the Disaster Recovery System (DRS) to do a full data backup for all servers in a cluster. You can set up automatic backups or invoke a backup at any time. You can initiate a manual backup or configure a backup schedule. For more details, see the "Backup the System" chapter of the Administration Guide for Cisco Unified Communications Manager. Locale Installation You can configure Unified Communications Manager and IM and Presence Service to support multiple languages. There is no limit to the number of supported languages you can install. Cisco provides locale-specific versions of the Unified Communications Manager Locale Installer and the IM and Presence Service Locale Installer on www.cisco.com. Installed by the system administrator, the locale installer allows the user to view/receive the chosen translated text or tones, if applicable, when a user works with supported interfaces. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 84 Postinstallation Tasks Enable the Kerneldump Utility

For upgrades of Unified Communications Manager or the IM & Presence Service, you must install locales after you have completed all your upgrades and migrations. For upgrades, you must reinstall any locales that you are using, except for US-English, which is installed by default. Install the latest version of the locales that match the major.minor version number of your Unified Communications Manager node or IM and Presence Service node. Install locales after you have installed Unified Communications Manager on every node in the cluster and have set up the database. If you want to install specific locales on IM and Presence Service nodes, you must first install the Unified Communications Manager locale file for the same country on the Unified Communications Manager cluster. Use the information in the following sections to install locales on Unified Communications Manager nodes and on IM and Presence Service nodes after you complete the software upgrade. User Locales User locale files contain language information for a specific language and country. They provide translated text and voice prompts, if available, for phone displays, user applications, and user web pages in the locale that the user chooses. These files use the following naming convention: • cm-locale-language-country-version.cop (Unified Communications Manager) • ps- locale-language_country-version.cop (IM and Presence Service) Network Locales Network locale files provide country-specific files for various network items, including phone tones, annunciators, and gateway tones. The combined network locale file uses the following naming convention: • cm-locale-combinednetworklocale-version.cop (Unified Communications Manager) Cisco may combine multiple network locales in a single locale installer. You can install locale files from either a local or a remote source by using the same process for installing software upgrades. You can install more than one locale file on each node in the cluster. Changes do not take effect until you reboot every node in the cluster. We strongly recommend that you do not reboot the nodes until you have installed all locales on all nodes in the cluster. Minimize call-processing interruptions by rebooting the nodes after regular business hours. Install New Locales Use this procedure to install a new locale on Unified Communications Manager or IM and Presence Service. If you are installing a locale for both products, install the locale on all cluster nodes in the following order: 1. Unified Communications Manager publisher node 2. Unified Communications Manager subscriber nodes 3. IM and Presence database publisher node 4. IM and Presence subscriber nodes Before you begin Make sure that you have completed your installation or upgrade of Unified Communications Manager or IM and Presence Service on all cluster nodes before you attempt to install a new locale. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 85 Postinstallation Tasks Install New Locales

Procedure Step 1 Find the locale installer for your release on cisco.com: • For Unified Communications Manager, go to https://software.cisco.com/download/ navigator.html?mdfid=268439621&i=rm • For IM and Presence Service, go to https://software.cisco.com/download/ navigator.html?mdfid=280448682&i=rm Step 2 Download your release's locale installer to a server that supports SFTP. Step 3 Log in to Cisco Unified OS Administration using the administrator account. Step 4 Choose Software Upgrades > Install/Upgrade. Step 5 Complete the following fields in the Software Installation/Upgrade window: • For the Source, choose Remote file System. • From the Directory, enter the path to the directory where you saved the locale installer. • From the Server field, enter the server name for the remote file system. • Enter the credentials for the remote file system. • From the Transfer Protocol drop-down list, choose SFTP. You must use SFTP for the transfer protocol. Step 6 Click Next. Step 7 Download and install the locale on the server. Step 8 Restart the server. The updates take effect after the server restarts. Step 9 Repeat this procedure on all Unified Communications Manager and IM and Presence Service cluster nodes in the prescribed order. Do not reset user locales for your end users until the new locale is installed on all cluster nodes. If you are installing the locale for both Unified Communications Manager and IM and Presence Service, you must install the locale for both products before you reset user locales. If you run into any issues, such as could occur if an end user resets a phone language before the locale installation is complete for IM and Presence Service, have your users reset their phone language in the Self-Care Portal to English. After the locale installation is complete, users can reset their phone language, or you use Bulk Administration to synchronize locales to the appropriate language by bulk. Note What to do next After the locale installation is complete for all cluster nodes, your end users can begin using the new user locale. Error Messages See the following table for a description of the messages that can occur during Locale Installer activation. If an error occurs, you can view the messages in the installation log. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 86 Postinstallation Tasks Error Messages

Table 7: Locale Installer Error Messages and Descriptions Description Message This error occurs when the system cannot locate the CSV file, which contains user locale information to add to the database. This indicates an error with the build process. [LOCALE] File not found: <language>_<country>_user_locale.csv, the user locale has not been added to the database. This error occurs when the system cannot locate the CSV file, which contains network locale information to add to the database. This indicates an error with the build process. [LOCALE] File not found: <country>_network_locale.csv, the network locale has not been added to the database. This error occurs because a Unified Communications Manager application called installdb must be present; it reads information that is contained in a CSV file and applies it correctly to the Unified Communications Manager database. If this application is not found, it either was not installed with Unified Communications Manager (very unlikely), has been deleted (more likely), or the node does not have Unified Communications Manager installed (most likely). Installation of the locale terminates because locales do not work without the correct records that are held in the database. [LOCALE] Communications Manager CSV file installer installdb is not present or not executable. These errors could occur when the system fails to create a checksum file; causes can include an absent Java executable, /usr/local/thirdparty/java/j2sdk/ jre/bin/java, an absent or damaged Java archive file, /usr/local/cm/jar/cmutil.jar, or an absent or damaged Java class, com.cisco.ccm.util.Zipper. Even if these errors occur, the locale will continue to work correctly, with the exception of Unified Communications Manager Assistant, which cannot detect a change in localized Unified Communications Manager Assistant files. [LOCALE] Could not create /usr/local/cm/application_locale /cmservices/ipma/com/cisco/ipma /client/locales/maDialogs_<ll>_<CC>.properties.Checksum. [LOCALE] Could not create /usr/local/cm/application_locale/cmservices/ipma/com/cisco/ ipma/client/locales/maMessages_<ll>_<CC>.properties.Checksum. [LOCALE] Could not create /usr/local/cm/ application_locale/cmservices/ipma/com/cisco/ ipma/client/locales/maGlobalUI_<ll>_<CC>.properties.Checksum. [LOCALE] Could not create /usr/local/cm/ application_locale/cmservices/ipma/ LocaleMasterVersion.txt.Checksum. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 87 Postinstallation Tasks Error Messages

Description Message This error occurs when the file does not get found in the correct location, which is most likely due to an error in the build process. [LOCALE] Could not find /usr/local/cm/application_locale/cmservices/ipma/LocaleMaster Version.txt in order to update UnifiedCMAssistant locale information. This error occurs because of the collective result of any failure that occurs when a locale is being installed; it indicates a terminal condition. [LOCALE] Addition of <RPM-file-name> to the Unified Communications Manager database has failed! COP File Installation Guidelines Depending on your installation, you may need to install a COP file after the installation to fix a known defect, or to enable support for a custom device type that you want to use that does not ship with Unified Communications Manager. If you need to install a COP file, follow these guidelines: • Install the appropriate COP file on every node in a cluster. Perform this task before you install new software on each node in the cluster and after set up the database. • After you install a COP file, you must restart the node. • Restart Unified Communications Manager and/or the IM and Presence Service to ensure that configuration changes that are made during the COP file installation get written into the database. Install a COP File If you want to use a prebuilt Dial Plan other than the North American Numbering Plan (the system default), you must install a COP file with your dial plan. Procedure Step 1 Begin this procedure on the Unified Communications Manager publisher node. From Cisco Unified Communications OS Administration, choose Software Upgrades > Install. The Software Installation/Upgrade window appears. Step 2 In the Source field, choose Remote File System. Step 3 Configure the fields on the Software Installation/Upgrade window. See the Related Topics for more information about the fields and their configuration options. Step 4 Click Next. The window refreshes with a list of available software options and upgrades. Step 5 From the Options/Upgrades drop-down list, choose the DP COP file and click Next. The Installation File window opens and downloads the file from the FTP server. The window displays the progress of the download. Step 6 When the Checksum window appears, verify the checksum value against the checksum for the file that you downloaded. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 88 Postinstallation Tasks COP File Installation Guidelines

Step 7 Click Next to proceed with the software upgrade. A warning message displays the DP COP file that you selected to install. Step 8 Click Install. The Install Status window appears. Step 9 Click Finish. Step 10 Repeat this procedure on the Unified Communications Manager subscriber nodes. You must install the COP file on all the nodes in the cluster. What to do next To apply the dial plan to the system, Install a Prebuilt Dial Plan, on page 89. Install a Prebuilt Dial Plan Install the national numbering plan on each Unified Communications Manager node in the cluster beginning. Begin with the Unified Communications Manager publisher node. Complete this procedure only if you are installing a national numbering plan for countries outside of North America (the system default). Note Before you begin Install a COP file with your prebuilt dial plan. For details, see Install a COP File, on page 88. Procedure Step 1 From Cisco Unified Communications Manager Administration, choose Call Routing > Dial Plan Installer. Step 2 Enter search criteria and click Find. Step 3 Choose the dial plan version that you want to install from the Available Version drop-down list. Step 4 Click Install. The Status displays that the dial plan has been installed. Step 5 Repeat this procedure for every subscriber node in the cluster. What to do next Restart the Cisco CallManager Service, on page 89 Restart the Cisco CallManager Service If you have installed a new dial plan, you must restart the Cisco CallManager service. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 89 Postinstallation Tasks Install a Prebuilt Dial Plan

Procedure Step 1 From the Cisco Unified Serviceability interface, choose Tools > Control Center - Feature Services. Step 2 Choose the Unified Communications Manager server from the Servers drop-down list. In the CM Services area, Cisco CallManager displays in the Service Name column. Step 3 Click the radio button that corresponds to the Cisco CallManager service. Step 4 Click Restart. The service restarts and displays the message, Service Successfully Restarted. Activate Security If you want to enable security on your system, you must install the Cisco CTL Client and enable mixed mode. You can download the CTL installation file in Cisco Unified CM Administration from the Applications > Plugins window. When mixed mode is enabled, the system uses the Certificate Trust List (CTL) file for authentication. The CTL file contains a server certificate, public key, serial number, signature, issuer name, subject name, server function, DNS name, and IP address for each server. For details on how to install the CTL client and enable mixed mode on your system, see the Security Guide for Cisco Unified Communications Manager. Configure the Simple Network Management Protocol If you are using a Network Management System, such as Cisco Prime Collaboration Assurance, enable the Simple Network Management Protocol. Before you begin Your system does not allow more than ten concurrent polling queries. We recommend a maximum of eight trap destinations; anything higher will affect CPU performance. This requirement applies to all installations regardless of the OVA template that you use. Procedure Step 1 Install and configure the SNMP NMS. Step 2 In the Control Center - Network Services window, verify that the system started the SNMP services. Step 3 Unified Communications Manager: In the Service Activation window, activate the Cisco CallManager SNMP service. Cisco Unity Connection only: The Connection SNMP Agent service automatically activates. Step 4 If you are using SNMP V1/V2c, configure the community string. Step 5 If you are using SNMP V3, configure the SNMP user. Step 6 Configure the notification destination for traps or informs. Step 7 Configure the system contact and location for the MIB2 system group. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 90 Postinstallation Tasks Activate Security

Step 8 Configure trap settings for CISCO-SYSLOG-MIB. Step 9 Unified Communications Manager only: Configure trap settings for CISCO-CCM-MIB. Step 10 Restart the Primary Agent service. Step 11 On the NMS, configure the Unified Communications Manager trap parameters. Change Virtual Machine Configuration Specifications Use the following procedure to change to the Guest OS version in the Unified Communications Manager virtual machine (VM) settings. Procedure Step 1 Shut down the virtual machine. Step 2 Change the configuration of the virtual machine as needed through vSphere. You can update the Guest OS and VM Hardware Compatibly. a. Update VM Hardware Compatibly—Left click Virtual Machine. Check for Updates. Click Update Note If you are not aware of the host click Check statuts and click Upgrade to match host. b. Update Guest OS—Right click the Virtual Machine > Edit Settings > Virtual Machine Option > General Option > Guest OS Version. Step 3 Power on the Virtual Machine. Note Following warning messages appears in ESXi while opening the Virtual Machine settings while running when there is a mismatch. Warning The configured guest OS (CentOS 4/5 or later (64 bit)) for this virtual machine does not match the guest that is currently running (CentOS 7 (64 bit)). You should specify the correct guest OS to allow for guest-specific optimizations. Postinstall tasks for the IM and Presence Service (VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV) If you have installed a new cluster or new node for the IM and Presence Service, complete these tasks after your installation. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 91 Postinstallation Tasks Change Virtual Machine Configuration Specifications

Many of these tasks are documented in more detail in the Configuration and Administration of the IM and Presence Service Guide. Where indicated, see that guide for detail on how to complete these tasks. Note Procedure Purpose Command or Action You can download Release Notes from the below URL. Make sure that you understand Read the Release Notes and any Readme files that come with your release. Step 1 the features for your release and any COP file requirements. https://www.cisco.com/c/en/us/support/ unified-communications/ unified-communications-manager-callmanager/ products-release-notes-list.html You can download software from https://software.cisco.com/download/ navigator.html?mdfid=280448682&i=rm Check for software and firmware updates for IM and Presence Service on Cisco.com. Step 2 For details, see the Configuration and Administration of the IM and Presence Service Guide. Configure Presence Redundancy Groups. Step 3 For details, see the Configuration and Administration of the IM and Presence Service Guide. Assign users to servers. Step 4 Turn on essential IM and Presence Service services. Activate services, on page 93 Step 5 For details, see the Configuration and Administration of the IM and Presence Service Guide. (Optional) Change the default domain. Step 6 For details, see the Configuration and Administration of the IM and Presence Service Guide. (Optional) Change the IM and Presence Service IM address scheme. Step 7 For details, see the Configuration and Administration of the IM and Presence Service Guide. (Optional) Change the IM and Presence Service node name. Step 8 For details, see the Configuration and Administration of the IM and Presence Service Guide. (Optional) Configure Unified Communications Manager as a Presence Gateway. Step 9 For details, see the Configuration and Administration of the IM and Presence Service Guide. (Optional) Configure a SIP Publish trunk on Unified Communications Manager. Step 10 Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 92 Postinstallation Tasks Postinstall tasks for the IM and Presence Service (VMware vSphere ESXi, Cisco NFVIS-for-UC, and Nutanix AHV)

Activate services You must activate the following services: • Cisco SIP Proxy • Cisco Presence Engine • Cisco XCP Connection Manager • Cisco XCP Authentication Service To activate the services, select Tools > Service Activation in Cisco Unified Serviceability. You must complete this task on each server that you install in an IM and Presence cluster. Note Where to Go Next You have now installed your system. You are now ready to proceed with configuring your system, including tasks such as configuring the dial plan, provisioning users, registering devices, and setting up instant messaging and presence. See the following guide for details on how to configure your system: • System Configuration Guide for Cisco Unified Communications Manager Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 93 Postinstallation Tasks Activate services

Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 94 Postinstallation Tasks Where to Go Next

C H A P T E R 6 Troubleshooting • Network Errors During Installation, on page 95 • Failed Installations, on page 96 • Unrecoverable IM and Presence Service Node, on page 96 Network Errors During Installation During the installation process, the installation program verifies that the server can successfully connect to the network by using the network configuration that you enter. If it cannot connect, a message displays, and you get prompted to select one of the following options: • —RETRY - The installation program tries to validate networking again. If validation fails again, the error dialog box displays again. • —REVIEW (Check Install) - This option allows you to review and modify the networking configuration. When detected, the installation program returns to the network configuration windows. • Networking gets validated after you complete each networking window, so the message might display multiple times. • —HALT - The installation halts. You should use the Recovery CD to recover the logs to access the diagnostic information. For more details, see Obtain and Run Recovery Software on the CUCM VM. We no longer support the collection of logs by dumping them to serial port due to CentOS limitations. Note • —IGNORE - The installation continues. The networking error gets logged. Sometimes, the installation program validates networking multiple times, so this error dialog box might display multiple times. If you choose to ignore network errors, the installation may fail. Steps to Recover Logs using Recovery CD You should use the Recovery CD to recover the logs to access the diagnostic information. Follow the steps mentioned: 1. Insert the recovery CD. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 95

Reboot the system. 3. Once the recovery CD menu comes up, press Alt + F2 to get to the command prompt. 4. Find the largest partition by performing a "df -h". (/mnt/part6). 5. Locate the install logs at: /mnt/part6/log/install/ directory. 6. Collect the logs. Failed Installations If your installation fails, check the configuration and confirm the following: • Parse the passwords from the platformconfig.xml file to verify security password. • Complete a packet capture from Unified Communications Manager to confirm that the IM and Presence Service IP address is reaching Unified Communications Manager during the install. • Verify that NTP is synchronized on Unified Communications Manager. • If you get a message that install has failed and you want to recover the logs to access the diagnostic information, see Obtain and Run Recovery Software on the CUCM VM. We no longer support the collection of logs by dumping them to serial port due to CentOS limitations. Note • Confirm that the version of the IM and Presence Service and Unified Communications Manager are compatible. • If you are installing a subscriber, verify that the subscriber node is the same version as the publisher node. The subscriber OVA should be the same OVA that is used for the publisher. Unrecoverable IM and Presence Service Node If a node is in a state that cannot be recovered you must reinstall the node. If you reinstall a node in an intercluster deployment, you must delete and re-add the intercluster peer connections between the reinstalled node and the other nodes in the cluster. Note IM and Presence Service Database Publisher Node Complete the following high-level procedure to reinstall an IM and Presence Service database publisher node. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 96 Troubleshooting Failed Installations

If you do not complete all of these steps in the order shown, recovery of the IM and Presence Service database publisher node will fail. Note 1. Power down all the IM and Presence Service subscriber nodes. 2. Delete the subscriber nodes as follows: a. Unassign all users that are assigned to each of the IM and Presence Service subscriber nodes. (Select Cisco Unified CM Administration > User Management > Assign Presence Users). b. Remove the subscriber nodes from their presence redundancy groups. (Select Cisco Unified CM Administration > System > Presence Redundancy Groups). c. Delete the subscriber nodes from the Unified Communications Manager server list. (Select Cisco Unified CM Administration > System > Server). 3. Power down the IM and Presence Service database publisher node. 4. Delete the IM and Presence Service database publisher node as follows: a. Unassign the users that are assigned to the IM and Presence Service database publisher node. (Select Cisco Unified CM Administration > User Management > Assign Presence Users). b. Remove the node from the presence redundancy group. (Select Cisco Unified CM Administration > System > Presence Redundancy Groups). c. Delete the IM and Presence Service database publisher node from the Unified Communications Manager server list. (Select Cisco Unified CM Administration > System > Server). 5. Readd the IM and Presence Service database publisher node to the Unified Communications Manager server list. 6. Perform a fresh install of the IM and Presence Service database publisher node. 7. Readd the IM and Presence Service subscriber nodes to the Unified Communications Manager server list. 8. Perform a fresh install of each subscriber node. IM and Presence Service Subscriber Node Complete the following high-level procedure to reinstall an IM and Presence Service subscriber node. If you do not complete all of these steps in the order shown, recovery of the IM and Presence Service subscriber node will fail. Note 1. Power down the IM and Presence Service node. 2. Delete the subscriber node as follows: a. Unassign the users that are assigned to the node. (Select Cisco Unified CM Administration > User Management > Assign Presence Users). Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 97 Troubleshooting Unrecoverable IM and Presence Service Node

b. Remove the node from the presence redundancy group. (Select Cisco Unified CM Administration > System > Presence Redundancy Groups). c. Delete the node from the Unified Communications Manager server list. (Select Cisco Unified CM Administration > System > Server) 3. Readd the IM and Presence Service node to the Unified Communications Manager server list. 4. Perform a fresh install of the node. Installation Guide for Cisco Unified Communications Manager and the IM and Presence Service, Release 15 and SUs 98 Troubleshooting Unrecoverable IM and Presence Service Node