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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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4

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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10
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.
Customers 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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11
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)

2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16
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


2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 22

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Jump release doesnt need licenses for interim versions
Install the migrated license on Enterprise License Manager 9.1(x) during Unified CMs
60 days demo mode
Cisco Confidential 25 2013 Cisco and/or its affiliates. All rights reserved.
Pat Gunn
Product Manager
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 26
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).

2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 28

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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29
Pre-upgrade license migration planning Planning
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30
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)

2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 31
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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 32
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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 33
4. Provide additional information to assist Cisco licensing in fulfilling the
license migration
Prior to Upgrade
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 34
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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 36

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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 37
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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 38
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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 39
Provide additional information to assist
licensing with migration request
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 40
Download generated migration request (signed zip file)
Send email to licensing@cisco.com and attach downloaded migration request
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 41
Commonly asked questions and concerns
Q&A
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 42
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 dont 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.
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 43
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

2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 44
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)

2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 45
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 46
References
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 47

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


2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 48

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
2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 49
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.

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