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Cisco Confidential 1 © 2013 Cisco and/or its affiliates. All rights reserved.

Dan Keller – Technical Marketing Engineer
Migrating to Cisco Unified Communications
Manager 9.1
Pat Gunn – Product Manager
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Part 1: Unified CM “Jump” Migration

Part 2: License Migration
Cisco Confidential 3 © 2013 Cisco and/or its affiliates. All rights reserved.
Dan Keller
Technical Marketing Engineer
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• Unified CM Upgrade/Migration Paths to VM
• ‘Jump’ Migration
4
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Upgrade directly from current Unified CM release to
9.1(x) on existing HW (including bridged mode)
Direct
Multi-hop upgrade for MCS hardware that does not
support Unified CM release 9.1(x) AND requires
maximum service availability.
High
Availability
Multi- hop upgrade: Install current (6.x and 7.x)
Unified CM release on UCS hardware in isolated
network, then upgrade directly to Unified CM 9.1(x),
and flash cut.
Jump
In-place
upgrades
Parallel
upgrade
with flash
cut
Multiple
service
windows
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• Production cluster untouched/unchanged.
• Easy fallback
• Minimal downtime
• Minimal upgrade hops, less risk
• No interim HW needed to perform migration
• No re-hosting of license needed in interim hop

New upgrade path supported
with UCM 9.1.2
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Current SW is 6.1.4, 6.1.5, 7.1.3 or 7.1.5 on MCS
CUCM 6.1.4,
6.1.5, 7.1.3 or
7.1.5 on MCS
DRS backup
install 6.1.4,
6.1.5, 7.1.3
or 7.1.5 on
UCS
“Interim”
CUCM
9.1.2
on UCS
Rebuild VM with
OVA and fresh
install 9.1.2
on UCS
Upgrade
to 9.1.2
Apply RU Cop file
(new v1.2)
DRS Restore
Jump
to VM
DRS backup
Final CUCM
9.1.2 on UCS

DRS Restore
migrate licenses
to ELM
• Virtualize your current Unified CM Release in an isolated environment
• Upgrade your virtualized Unified CM Release to Cisco Unified CM Release 9.1(x)
• Migrate your virtualized Unified CM Release 9.1(x) to the applicable OVA template
New upgrade path supported
with UCM 9.1.2
LAB
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Current SW is 4.1(3), 4.2(3), 4.3(2) on MCS
CUCM 4.1(3),
4.2(3), 4.3(2)
on MCS
DMA Export
install
6.1(4),
7.1(3) on
UCS
“Interim”
CUCM
9.1.2
on UCS
Rebuild VM
with OVA and
fresh install
9.1.2
on UCS
Upgrade
to 9.1.2
Apply RU Cop file
(new v1.2)
DRS Restore
Jump
to VM
DRS backup
Final CUCM
9.1.2 on UCS

DRS Restore
migrate licenses
to ELM
• Virtualize your current Unified CM Release in an isolated environment
• Upgrade your virtualized Unified CM Release to Cisco Unified CM Release 9.1(x)
• Migrate your virtualized Unified CM Release 9.1(x) to the applicable OVA template
New upgrade path supported
with UCM 9.1.2
LAB
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6.1(4), 6.1(5),
7.1(3) or 7.1(5)
MCS
8.0(3)
MCS
8.0(3)
UCS
9.1
UCS
Upgrade
Upgrade
6.1(4), 6.1(5),
7.1(3) or 7.1(5)
MCS
6.1(4), 6.1(5),
7.1(3) or 7.1(5)
(Same Version)
UCS
9.1
UCS
Upgrade
Re-host Licenses
Migrate Licenses
Obtain Licenses
DRS restore
DRS Restore
Build new
cluster and
flash-cut.
• Customer’s current production environment
remains untouched (top ask from customer)
• Eliminates the intermediate HW requirement to
move old releases to 9.1.2
Parallel Upgrade Process
Minimum Downtime
Not supported
as production
New upgrade path supported
with UCM 9.1.2
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• Upgrade phone firmware (production)
• Perform DRS backup
• Install matching CUCM nodes on VM in the lab
• DRS/DMA Restore the cluster
• Verify Database replication
• Apply RU upgrade COP (v8.5 and earlier)
• Upgrade cluster
• Verify Database replication
• Apply Licensing



11
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• Install the phone firmware
• Allow phones to update
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• Configure the Backup device
• Perform manual backup (all nodes)
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VMWare
UCS
UCS
Pub Sub
Default gateway, NTP FTP, SFTP
Default gateway, NTP, DNS
Switch with L2/L3 Capabilities
USB tokens,
DVD Data
Sub Sub
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• Install publisher and all subscribers in the lab
• Install pub, then add subscribers to the server list (System->Server)
• Minimum requirement for install:
• Default gateway (and active network connection)
• FTP and/or SFTP server
• NTP server
• Data storage for firmware, images and backups
• DNS server
• SMTP server
• LDAP server
• Phones and Gateways (recommended for validation and testing)
• Application servers (Voicemail, policy servers, contact center application servers , etc. for validation and testing)

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• Upgrades to SU or ES versions
• Exact version required for DRS restore
• DMA import during installation for 4.x versions
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• Configure the remote file system
• Select CUCM v9.1(2) and install
Publisher first, reboot,
Upgrade TFTP, reboot
Upgrade subscribers, reboot
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• Cisco Unified Reporting tool (CURT)
• Database replication status
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• Configure the Backup device
• Perform manual backup (all nodes)
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• Install publisher and all subscribers in the lab
• All server/network parameters must match
• Install pub, then add subscribers to the server list (System->Server)
• Why is the reinstall needed?
• CUCM prior to 8.0(2) was not supported on VM. As such, the CUCM installer was VM OS unaware
• Partition alignment is critical to VM performance
• Reinstall aligns the partitions
• TAC will not support unaligned partitions


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• Jump release doesn’t need licenses for interim versions
• Install the migrated license on Enterprise License Manager 9.1(x) during Unified CM’s
60 days demo mode
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Pat Gunn
Product Manager
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• Pre-upgrade license migration planning
Planning
• License migration process
License
Migration
• Commonly asked questions and concerns Q&A
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Supported manual license migration for UC Manager, Unity Connection (CUWL)
• License Count Utility – revised to support data gathering and submittal of the request
for a pre-upgrade license review report.
• Enterprise License Manager – revised migration utility for UC Manager (UCL/UWL)
customers to support data gathering and submittal of the request for license migration
to the Cisco global licensing office (licensing@cisco.com).
• Enterprise License Manager – revised migration utility for Unity Connection (UWL)
customers to support data gathering and submittal to the Cisco global licensing office
(licensing@cisco.com).

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Data
Collection
Planning
Install
Software
Request
License
Ongoing
Deployment
• Register any
unused PAKs
• Install all licenses
• Validate installed
licenses
• Run License
Count Utility
(LCU)
• Collect
purchasing
history
• Review License Count
Utility (LCU) results
• Plan for growth/
additional
licenses/users
• Assign devices -
OwnerUserId
• Plan for unused DLU
allocation (if applicable)
• Plan for additional
UCSS/ESW at renewal
on any additional
licenses
• Order the upgrade
• Migrate existing UC
deployment to UC
9.1 release
• Install & configure
Enterprise License
Manager (ELM)
• Run the Cisco ELM
migration utility
• Submit email from
ELM migration utility
with required
information
• Cisco licensing will
send a confirmation
email with updated
user quantities
• Cisco licensing will
send the license file
with the issued
licenses
• Install the issued
license file in ELM
• Upon next contract
renewal for
UCSS/ESW use
current user
license quantities
from ELM
Documented in Unified Communications Manager 9.1(2)
Release Notes
Prior to Upgrade
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• Pre-upgrade license migration planning Planning
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Did you know?
The process for license migration planning to UC 9.x now starts with running the
License Count Utility:
License Count Utility (UCT) 9.1(2) [now posted on CCO software download here:
LCU]

(See the process overview in the current 9.1(2) Release Notes here: UC Manager
9.1(2) release notes)

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Run
LCU
Submit to
licensing@
cisco.com
Licensing
responds
w/ license
plan report
Based on your information
….will receive the
following UC9 licenses:
(qty) CUWL Standard
(qty) Enhanced UCL
(qty) Basic UCL
Review and plan
for growth
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1. Download LCU from Cisco Download Software and install
2. Generate Report
3. Request Pre-Upgrade License Review
IP/Hostname can be excluded for security
8.6.2
Supports UC Manager
clusters of versions 5.x –
8.x

Note: When migrating to
CUCM 9.1.1 continue
using UCT 2.1
Prior to Upgrade
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4. Provide additional information to assist Cisco licensing in fulfilling the
license migration
Prior to Upgrade
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5. Download generated report (signed zip file)
6. Send email to licensing@cisco.com and
attach the downloaded report
Prior to Upgrade
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• License migration process
License
Migration
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Data
Collection
Planning
Install
Software
Request
License
Ongoing
Deployment
• Register any
unused PAKs
• Install all licenses
• Validate installed
licenses
• Run License
Count Utility
(LCU)
• Collect
purchasing
history
• Review License Count
Utility (LCU) results
• Plan for growth/
additional
licenses/users
• Assign devices -
OwnerUserId
• Plan for unused DLU
allocation (if applicable)
• Plan for additional
UCSS/ESW at renewal
on any additional
licenses
• Order the upgrade
• Migrate existing UC
deployment to UC
9.1 release
• Install & configure
Enterprise License
Manager (ELM)
• Run the Cisco ELM
migration utility
• Submit email from
ELM migration utility
with required
information
• Cisco licensing will
send a confirmation
email with updated
user quantities
• Cisco licensing will
send the license file
with the issued
licenses
• Install the issued
license file in ELM
• Upon next contract
renewal for
UCSS/ESW use
current user
license quantities
from ELM
Documented in Unified Communications Manager 9.1(2)
Release Notes
Post Upgrade
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Run ELM
Migration
Submit to
licensing@
cisco.com
Licensing
responds
w/ licenses
Based on your
information, here are the
UC9 licenses:
(qty) CUWL Standard
(qty) Enhanced UCL
(qty) Basic UCL
Install on ELM
Attach pre-
upgrade
LCU
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• Run ELM migration utility
• Attach license count utility
report (from pre-upgrade)
• Enter licensing case
(from pre-upgrade)
DLU / license data
from previous
version retained
after upgrade
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• Provide additional information to assist
licensing with migration request
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• Download generated migration request (signed zip file)
• Send email to licensing@cisco.com and attach downloaded migration request
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• Commonly asked questions and concerns
Q&A
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The migration utility does not show any
installed DLUs on my UC Manager.

When trying to install a license file, I get the
error message stating “The license file cannot
be validated because there is a problem with
its security certificate”
I have not purchased licenses for analog
devices in the past – now UC Manager
requires Essential licenses installed.

I don’t understand the License Count Utility
Report. How do I determine the number of
licenses I will get following license migration.
The legacy licensing information is not available.
Licensing will use the MAC address and the License
Count Utility output from pre-upgrade
There is an issue with the registration of the ELM.
Contact licensing@cisco.com for reissuance of your
license file.
Essential licenses were RTU – certificate only licenses
in the past. For migration into 9.1 Essential licenses
will be issued for what is required. UCSS/ESW true-up
will be required at the time of the next contract
renewal.
Submit the LCU output to licensing@cisco.com
(include CCO id). This will create a licensing case –
and licensing will respond back with the number and
type of licenses to be issued.
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• Know your inventory and purchasing history
• Know your plan for post upgrade (i.e. growth, migration to CUWL, UCSS purchase, etc.)
• Assign users to devices (Owner User ID) prior to upgrade and license migration
• Know your preferred deployment model
• Gather required information prior to running the utilities

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ELM License Migration Utility will collect this
information:
• License Count Tool (UCT) output
• Entitled UCSS/ESW contract number(s) or proof
of purchase of a version upgrade
• Email address(es) to send license and software
support contract updates
• ELM generated License Request
• MAC address/Licensing MAC from existing
publisher server(s)
• Number of Public Space Devices
The customer will still need to provide the
following:
• Site information (name-all name permutations,
City, state, country) for contract update
ELM License Migration Utility generates an email
to send to GLO at licensing@cisco.com.

Use device inventory and user counts :
 Provide device inventory (qty of each device
type)
 Provide planned user counts (users with no
features, users with mobility enabled)

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References
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Upgrade Readiness Assessment
• http://tools.cisco.com/cucst/upgrade/inputs.jsp?reset=1 (Direct Web App Link)
• https://communities.cisco.com/community/partner/collaboration/migration?#/?tagSet=2089 (URC)

Upgrade and Migration Guide
• http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/elmuserguide/9_1_1/license_migration/CUCM
_BK_CBF8B56A_00_cucm-license-upgrade-guide.html

Collaboration User Group Briefing Replay Archive
https://communities.cisco.com/docs/DOC-16964

• Aug 8, 2013 – Cisco Unified Communications Manager (CUCM) 9.1 Migration – System Level
Approach & Best Practices https://communities.cisco.com/docs/DOC-35781

• July 18, 2013 – Migrating to Cisco Unified Communications Manager 9.1 – Technical Deep Dive
https://communities.cisco.com/docs/DOC-35541


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Collaboration User Group Briefing Replay Archive
https://communities.cisco.com/docs/DOC-16964
• Aug 22, 2103 – Enterprise License Manager and Cisco Unified Communications Manager 9.1
License Migration https://communities.cisco.com/docs/DOC-35910
License Count Utility (UCT) (www.cisco.com software download center)
http://software.cisco.com/download/release.html?mdfid=283782839&softwareid=282204704&release=LCU
&relind=AVAILABLE&rellifecycle=&reltype=latest
License Count Utility User Guide 9.1(2)
http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/upgrade/uct/9_1_2/CUCM_BK_U0AE00F5_00_uct
-admin-guide.html
Enterprise License Manager User Guide 9.1(2)
http://www.cisco.com/en/US/docs/voice_ip_comm/cucm/elmuserguide/9_1_2/CUCM_BK_E92F409A_00_el
m-user-guide-912.html
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Cisco Unified Communications Manager Documentation Guides (all versions)
http://www.cisco.com/en/US/partner/products/sw/voicesw/ps556/products_user_guide_list.html
• Release Notes for Cisco Unified Communications Manager, Release 9.1(2) New!
• Cisco Unified Communications Manager Features and Services Guide, Release 9.1(1)
• Cisco Collaboration 9.x Solution Reference Network Designs (SRND)
Cisco Unified Communications Manager Maintain and Operate Guides (all versions)
http://www.cisco.com/en/US/partner/products/sw/voicesw/ps556/prod_maintenance_guides_list.html
• Enterprise License Manager User Guide, Release 9.1(2) New!
• Using Cisco Unified Communications Manager License Count Utility, Release 9.1(2) New!
Licensing Information
• Cisco Unified Communications Licensing www.cisco.com/go/uclicensing
• Cisco Unified Communications Software Subscription www.cisco.com/go/ucss
Licensing Support
• Contact licensing@cisco.com (or www.cisco.com/tac/caseopen with the subject of “licensing”).
• UCSS Support: ucss-support@external.cisco.com

Thank you.