Avaya BCM50 Upgrade Guide
Contents
1. Caution Read all the instructions carefully before attempting the upgrade Pre upgrade Perform the activities in Chapter 2 Pre upgrade activities on page 9 about prerequisites and pre upgrade tasks After you read this information and are certain that your system is ready to be upgraded go to the Upgrade on page 8 Upgrade Perform the upgrade using the information in Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 on page 13 This chapter describes e upgrading a BCM50 1 0 or BCM50 2 0 system e upgrading an SRGSO 1 0 or SRGSO 2 0 system e step by step instructions to guide you through the upgrade process Error messages might appear during the upgrade process For more information see Appendix A Troubleshooting When the upgrade is complete go to the Post upgrade on page 8 Post upgrade After a successful upgrade go to the chapter that discusses post upgrade activities Chapter 4 Post upgrade activities on page 25 This chapter describes e verification of upgraded data on your system e manual entry of any parameters that are not automatically upgraded e reinstallation of all client applications supported by BCM50 3 0 on all desktop systems Some or all of these activities might not apply to your system but review them and perform the relevant activities NN40020 401 Chapter 2 Pre upgrade activities Before you attempt the upgrade review the followi2. Survivable Remote Gateway SRG An SRGSO system uses the same hardware and is based on the same software as a BCM50 system When you apply the SRG keycode only the SRG functionality is activated Therefore you use the same upgrade process to upgrade BCM50 and SRGSO systems Applicable systems The upgrade applies to systems running e BCM50 1 0 versions 1 00 2 04 g or 1 00 2 04 j e BCM5S0 2 0 version 2 00 2 05 e e SRG50 1 0 e SRG50 2 0 What is new in BCM50 3 0 For a list of new features supported by BCM50 3 0 see the System Overview Guide Features not available The upgrade process does not upgrade the system hardware only the software is upgraded Since there are no hardware changes from BCM50 2 0 to BCM50 3 0 all new BCM50 3 0 features function on an upgraded BCM50 2 0 system However due to hardware changes the BCM50 1 0 hardware cannot support the following features provided in BCM50 2 0 and BCM50 3 0 systems e Wide Area Network WAN backup e integrated onboard Basic Rate Interface BRI ports ba new router features Because the BCMS0 router hardware is not upgraded during this upgrade process the router functionality remains the same as in BCM50 1 0 or BCMS0 2 0 That is all BCM50 1 0 and BCM50 2 0 router features function normally on the upgraded system Upgrade Guide 8 Chapter 1 Getting started Using this upgrade guide This section explains how to use the information in this guide
3. Upgrade Guide BCMSO 3 0 Business Communications Manager Document Status Standard Document Number NN40020 401 Document Version 02 05 Part Code N0107119 Date October 2008 NORTEL Copyright 2007 2008 Nortel Networks All rights reserved The information in this document is subject to change without notice The statements configurations technical data and recommendations in this document are believed to be accurate and reliable but are presented without express or implied warranty Users must take full responsibility for their applications of any products specified in this document The information in this document is proprietary to Nortel Networks Trademarks Nortel the Nortel logo and the Globemark are trademarks of Nortel Networks Microsoft MS MS DOS Windows and Windows NT are trademarks of Microsoft Corporation All other trademarks and registered trademarks are the property of their respective owners Contents 3 Contents How To ger Rep sic cess ac ieee Stes aed cus eaaiacicengeticececes 5 Chapter 1 Gelting Starlod bic ccc ce cca iebsds ee see dies E Ea 7 Applicable SYSISMS sccis dads 6 bee Shen a SEN ERE SIGTG CREEL NSE SERRE ESS 7 Whal 6 new in BUMSO 3 0 oc ccn chia ced oh ee Wed RR ER eed de Hee 7 Features not available sse curr see ee ade eee SRE S EERE EEE r Era BO z Using this upgrade guide o 65s ccca vee e No ede ek ee See DERE aE HERS Ge RET TER EOS 8 Pre UDO icc ikinen cGeeinhuns
4. Warning Call Detail Recording Do not uninstall earlier versions of Call Detail Recording when you install new versions On the client computer click the Start button select Settings and click Control Panel The Control Panel window appears Double click the Add Remove Programs icon The Add Remove Programs Properties dialog box appears From the list of installed programs select the program to uninstall Click the Change Remove button To install the new version of the client application 1 Open a Web browser and enter the BCM50 system IP address in the address bar The Enter Network Password dialog box appears Enter the administrator user name and password Default user name nnadmin Default password PlsChgMe For the client application download Default user name nnguest Default password nnguest NN40020 401 Chapter 4 Post upgrade activities 27 3 Click OK The Welcome to BCM Web page appears 4 From the Welcome to BCM Web page click Administrator Applications The Administrator Applications page appears 5 From the Administrator Applications page select the application to install The panel for the selected application appears Download the application according to the instructions on the panel for the application Install the application by double clicking on the downloaded file Configure the clients according to your system documentation Upgrading the manufacturing image to BCM50 3 0 Afte
5. H 0 Telephony Metrics p g Utilities Name version Description sie RebootRegd Location status Backup and Restore H 0 Logs ware Management Software Updates Software Update History B Soft Software Inventory Get New Updates 3 Click Get New Updates The Get New Updates dialog box appears See the following figure NN40020 401 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 21 Figure 3 Get New Updates dialog box Get New Updates xj Retrieve From IME Storage Device fig Retrieve From USB Drive Directory OK Cancel 4 From the Retrieve from list select the location of the upgrade files If you are upgrading directly from the CDs perform the following tasks a From the Retrieve from list select My Computer and then select the CD ROM drive of the management computer b Ensure you have the correct CD in the CD ROM drive of the management computer For the first and second steps use the first upgrade CD CD1 For the third step use the second upgrade CD CD2 For the optional fourth step use the third upgrade CD CD3 5 Enter the required information in the dialog box USB Storage Device a Inthe USB Storage Device dialog box enter the required information about the location of the upgrade files For more information see the Administration Guide or Element Manager Help b Click OK The Find Software Updates window appears with a list
6. not available on the BCM50 3 0 Web page You can order the software from Nortel under the following codes NTDW83BA A0518031 IP Softphone 2050 v2 CD ROM NTEX14MD N0087247 IP Softphone 2050 v2 bundle with USB headset adapter An IP Softphone 2050 version functions on a BCM50 3 0 system Upgrade Guide 26 Chapter 4 Post upgrade activities Verify your scheduled tasks Most of the scheduled tasks for your BCM50 system are preserved during the upgrade process Verify that the scheduled tasks are properly preserved and reconfigure any tasks that are required on your system Configure new features If you want to use new features available in BCM50 3 0 you must configure these features on your system The new BCM50 3 0 features are installed with default settings Optional Upgrade the manufacturing image to BCMS50 3 0 In order for your BCM50 3 0 system to revert to BCM50 3 0 factory defaults after a level 2 reset you must upgrade the manufacturing image to BCMS0 3 0 If you do not upgrade the manufacturing image your BCM50 system reverts to the BCM50 1 0 or BCM50 2 0 factory defaults after a level 2 reset Upgrading client applications You must uninstall previous versions of the client applications before you install the new version Perform the following procedures to upgrade BCMS0 client applications on each client computer You must download the applications from the BCM Web page To uninstall a client application
7. of updates My Computer a Inthe My Computer dialog box enter the required information about the location of the upgrade files For more information see the Administration Guide or Element Manager Help b Click OK The Find Software Updates window appears with a list of updates Network Folder a Inthe Network folder dialog box enter the required information about the location of the upgrade files For step 1 you require the following information e Network folder enter the IP address or host name of the network folder For example enter lt hostname gt Upgrade Guide 22 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 Directory enter the network folder resource name For steps 2 3 and 4 you require the following information Network folder enter the IP address or host name of the network folder and the resource name For example enter lt hostname gt lt resource gt User name enter the user name associated with the shared folder Password enter the password of the user Directory enter the path to the subdirectory of the network folder optional For more information see the Administration Guide or Element Manager Help b Click OK The Find Software Updates window appears with a list of updates FTP Server a Inthe FTP Server dialog box enter the required information about the location of the upgrade files For more information see the Administration Guide or Element Manager Help
8. oobi iGene ares a ARS 8 Upgrade seis che cewhe ad Beenie bs eed eR Ga GRES ESE Le toa Ree ae 8 Pet WT le esa etree ee akc ik Ge Becht oa bea Sk ee een ea Rak So ea 8 Chapter 2 Pre upgrade activities cccicecre tid eds Ceres NHR Kd SECS ED EOD 9 Important information to note before you attempt this upgrade g Pie upgade TASKS cgi eked ede eG ei iea Rae owe ee eke Ea 9 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 0 0 e ee eee eee 13 Upgrading 16 GROSU OF dice vee cies inde teete un noes ee abede nRa 13 Performing the BCM50 3 0 and SRG50 3 0 upgrade 0 00 cece eee 13 Scheduling the Upgrade lt crcrisrrrccsrrernkrceariri theni retak inak 14 Installing Element Manager for BCM50 3 0 000 cece eee eee 15 VEN he UME ZOME srsiorisinie It ERREN EN EEEE REONE RE 15 Changing the Element Manager timeout value 0000 ce eee eee 16 Changing the DHCP server setting 00 c cece eee ee ene eee 16 Performing the first step of the upgrade pre update 000 16 Applying the keycode file cciucseeveeievd es eee eineesanedaeeaaas an is 1 Performing the second step of the upgrade 2 20 eee eee 18 Performing the third step of the upgrade 0000 e eee eee 18 Performing the fourth step of the upgrade optional 0 4 18 Performing the steps of the upgrade 000 e eee eee ees 20 Confirming the Upgrade ccc c6ckcd eee eee se R
9. 2100 but leverages the BCMS0 core software to act as a remote gateway for the Main Office Because of this dependency the recommended upgrade path for SRG50 leverages the BCM50 3 0 upgrade process but requires a keycode that includes the SRG feature in addition to the upgrade feature and any other features required by the system Performing the BCM50 3 0 and SRG50 3 0 upgrade The upgrade process takes approximately 75 to 115 minutes to complete under ideal conditions some systems may perform the upgrade faster or slower Perform the upgrade process in four steps e First step less than 5 minutes the first step does not affect system services e Second step 40 to 50 minutes during the second step your system is out of service until this step of the upgrade is complete and the system reboots e Third step 30 to 40 minutes the third step updates the Windows client software on the BCM50 system e Fourth step 15 to 30 minutes the fourth step is optional If you are upgrading directly from the three CDs the first CD CD1 contains the files for the first and second steps the second CD CD2 contains the files for the third step and the third CD CD3 contains the files for the optional fourth step Perform the upgrade process through Element Manager For more information about Element Manager see the Administration Guide or the online Help within Element Manager Upgrade Guide 14 Chapter 3 Upgrading to BCM50 3 0 an
10. b Click OK The Find Software Updates window appears with a list of updates HTTP Server a Inthe HTTP Server dialog box enter the required information about the location of the upgrade files For more information see the Administration Guide or Element Manager Help b Click OK The Find Software Updates window appears with a list of updates 6 Inthe Find Software Updates window select the appropriate update see the following figure For the first step select BCM50PreR3_Upgrade_Step1 For the second step select BCM50R1_to_R3_Upgrade_Step2 or BCM50R2_to_R3_Upgrade_Step2 For the third step select BCM50R1_to_R3_Upgrade_Step3 or BCM50R2_to_R3_Upgrade_Step3 For the optional fourth step select BCM50R1_to_R3_Upgrade_Step4 or BCM50R2_to_R3_Upgrade_Step4 Each step of the update that needs to be applied must have a status of Available The other steps have a status of Invalid NN40020 401 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 23 Figure 4 Find Software Updates window Find Software Updates g xj Select the update you want to aeey Software Update Name Eee boo eid Status BCMSOPreR3_Upgrade_Step1 3 0 4 01b 1 es BCMSO BCMSOR1_to_R3_Upgrade_Step2 0 4 01b 1 BC Available Invalid MSOR2_to_R3_Upograde_Step2 3 0 4 01b 1 BCMS0 R2 to R3 core Invalid Show Details 7 To view details about the update click Show Details The Details for Update window appears with details about the update Click OK
11. completes set the Element Manager timeout value to 60 minutes To change the Element Manager timeout value 1 Using Element Manager connect to your BCMSO system 2 Select Configuration gt Administrator Access gt Security Policies 3 Inthe Session timeout min field type 60 Changing the DHCP server setting This change applies only to the BCMS0 and BCM50b main units it does not apply to the router versions of the main units BCM50a BCM50e BCMS50ba or BCM50be In BCMS0 3 0 you cannot set the DHCP server to Automatic as in BCM50 1 0 and BCM50 2 0 Before performing the upgrade you must change this setting to either Enabled All Devices or Enabled IP Phones Only If you do not change the DHCP server setting the system assigns the default value of DHCP server Enabled IP Phones Only To change the DHCP server setting 1 Using Element Manager connect to your BCMSO system Select Configuration gt Data Services gt DHCP Server gt General Settings tab From the DHCP server is list select one of the available settings Enabled All Devices or Enabled IP Phones Only Performing the first step of the upgrade pre update The first step of the upgrade contains the pre update that prepares the BCM50 system for the remainder of the upgrade process This step of the upgrade takes less than 5 minutes and does not affect system services If upgrading directly from the CDs ensure the first CD CD1 is in the CD ROM driv
12. d SRG50 3 0 If you encounter problems during the upgrade see Troubleshooting on page 31 If the upgrade does not complete successfully contact technical support for assistance in identifying the cause of the failure To perform the BCM50 3 0 or SRG50 3 0 upgrade Complete the pre upgrade tasks see Pre upgrade tasks on page 9 2 Install the BCMSO 3 0 version of Element Manager see Installing Element Manager for BCM5S0 3 0 on page 15 Verify that the time zone is set to a valid entry see Verifying the time zone on page 15 Change the Element Manager timeout value to 60 minutes see Changing the Element Manager timeout value on page 16 5 Perform the first step of the upgrade see Performing the first step of the upgrade pre update on page 16 6 Apply the keycode for BCM50 3 0 or SRG50 3 0 see Applying the keycode file on page 17 7 Perform the second step of the upgrade see Performing the second step of the upgrade on page 18 8 Perform the third step of the upgrade see Performing the third step of the upgrade on page 18 9 Optionally perform the fourth step of the upgrade see Performing the fourth step of the upgrade optional on page 18 Scheduling the upgrade Using Element Manager you can schedule the steps of the upgrade to begin at a later time Administration gt Software Management gt Software Updates gt Scheduled Updates tab To schedu
13. ded to BCMS0 3 0 To confirm the upgrade 1 In Element Manager select Administration gt Software Management gt Software Update History In the Software Update History list verify that the following updates are applied BCM50PreR3_Upgrade_Step1 BCM50R1_to_R3_Upgrade_Step2 or BCM50R2_to_R3_Upgrade_Step2 BCMS50R1_to_R3_Upgrade_Step3 or BCM50R2_to_R3_Upgrade_Step3 BCMS50R1_to_R3_Upgrade_Step4 or BCM50R2_to_R3_Upgrade_Step4 optional If an upgrade that you applied to the system is not listed then that step of the upgrade failed during the upgrade process For more information see Troubleshooting on page 31 NN40020 401 25 Chapter 4 Post upgrade activities The following section contains activities that you must perform after the upgrade is complete You may not need to perform all of these activities Not all systems use all the functions listed You must manually configure the items that were not preserved during the upgrade to BCMS0 3 0 or SRGSO 3 0 Post upgrade tasks After performing the upgrade to BCMS0 3 0 perform the following tasks Confirm system name This task is to be followed after upgrade from R2 0 to R3 0 and is only required if the default name bemm50r2 was in use at the time that the upgrade was performed This post upgrade step does not require a reboot If the default name bemm50r2 was in use at the time that the upgrade was performed then perform step 2 below Otherwise ignore this ta
14. e corrected by other troubleshooting methods then complete the following steps to revert your system back to its pre upgrade status and attempt the upgrade again 1 Use the reset switch to perform a level 2 reset on your BCM50 or SRGSO system to factory defaults For details about performing a level 2 reset see the Installation and Maintenance Guide If you did not upgrade the manufacturing image of your system your system reverts back to the factory defaults of the software version before the upgrade BCM50 1 0 or BCM50 2 0 If you did upgrade the manufacturing image of your system then your system reverts to the BCM5S0 3 0 factory defaults 2 For SRG only convert your BCM50 system to an SRG50 system For more information about creating an SRGSO system see the Survivable Remote Gateway 50 Configuration Guide and Communication Server CS 2100 Configuration Survivable Remote Gateway 50 NN42200 500 3 Restore the BCM50 or SRG50 data to your system from the backup you created during the pre upgrade tasks The BCM50 or SRG50 system is now back at the pre upgrade configuration You can attempt the upgrade again If your BCM50 3 0 system generates a 31250 alarm after the upgrade This warning alarm indicates that you upgraded your system to BCM50 3 0 but you have not upgraded the manufacturing image to BCM50 3 0 The system generates this alarm every time the BCMS0 3 0 reboots This alarm does not affect the services running on
15. e upgrade on page 20 Be sure to select either BCM50R1_to_R3_Upgrade_Step4 or BCMS50R2_to_R3_Upgrade_Step4 in step 6 of the procedure Use the following questions to determine if the fourth step of the upgrade is necessary for your system Why install new voice mail prompts If you require a set of the optional voice mail prompts included in BCM50 3 0 you must add the voice mail prompts for your selected language The optional voice mail prompts are available in the following languages Czech Polish Turkish Finnish Korean and International Standards IS English If your system uses Swedish or Norwegian voice mail prompts you must install the new voice mail prompts to receive important software updates Why would you not install the new voice mail prompts If you do not use any of the new default prompts you do not need to install any of the voice mail prompt files Is this language dependant Yes the optional installations for voice mail prompts are language dependent Are custom prompts overwritten by the optional files No installing additional languages does not affect any custom prompts Are custom prompts overwritten by the required portion of the upgrade No custom prompts are not affected by the upgrade What documentation upgrade is included in the non optional files All of the BCMS50 3 0 documentation is included What documentation is included in the optional files None Does a level 2 reset ret
16. e data has been applied please wait a minute for activation A You must reboot the system to activate the new functionality Pon 5 Click OK Upgrade Guide 18 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 Performing the second step of the upgrade The second step of the upgrade contains the BCM50 3 0 software This step of the upgrade takes approximately 40 to 50 minutes depending on connection speed and the location of the upgrade files This step cannot be scheduled The system automatically reboots after this step is complete If you are upgrading directly from the CDs ensure that the first CD CD1 is in the CD ROM drive of the management computer Warning After you start this step of the upgrade your system is out of service l f until this step of the upgrade is complete The system generates alarms during this step as the upgrade stops services The alarms are normal and you can ignore the alarms To perform the second step of the upgrade follow the procedure Performing the steps of the upgrade on page 20 Be sure to select either BCM50R1_to_R3_Upgrade_Step2 or BCMS50R2_to_R3_Upgrade_Step2 in step 6 of the procedure Performing the third step of the upgrade The third step of the upgrade updates the Windows client software on the BCMS0 system If you are upgrading directly from the CDs ensure that the second CD CD2 is in the CD ROM drive of the management computer This step of the upgrade take
17. e of the management computer To perform the first step of the upgrade follow the procedure Performing the steps of the upgrade on page 20 Be sure to select BCM50PreR3_Upgrade_Step1 in step 6 of the procedure If your system is running in SRG mode SRG might restart depending on the version of SRG on your system NN40020 401 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 17 Applying the keycode file After performing the first step of the upgrade you must apply the new keycode file that you generated for your BCMS0 3 0 or SRG50 3 0 system The keycode file must include the upgrade feature and all other required features For SRG systems you must also select the SRG feature in addition to the upgrade feature and all other required features Warning You must apply an upgrade keycode after the first step of the upgrade If you apply the keycode before this step your BCM50 system can lose configuration data To apply the keycode file Open Element Manager 2 Select Configuration gt System gt Keycodes The Keycodes panel appears 3 Click Load File The Open dialog box appears 4 Select the keycode file for your system and click Open After the keycode is applied to the system the Applied dialog box appears Warning Do not reboot your BCMS0 system at this time even if you receive a message asking you to reboot See the following figure Figure 1 Applied dialog box Applied x i The new licens
18. ent Manager if you want to preserve your network elements tree To preserve the tree install the BCM50 3 0 version of Element Manager over your current version This installation detects your existing application files and preserves your network elements To install Element Manager for BCM50 3 0 1 Optional Uninstall the previous version of Element Manager Do not complete this step if you want to preserve your network elements tree Go to the location where you placed the upgrade files or access the first upgrade CD CD1 Double click the file BusinessElementMgrInstaller exe to install the Element Manager for BCM50 3 0 4 Follow the instructions on the screen Verifying the time zone Before you attempt the upgrade you must set the time zone to a valid entry The upgrade does not proceed if the time zone is set to the default value for a new system To verify the time zone 1 Using Element Manager connect to your BCM50 system 2 Select Configuration gt System gt Date and Time Upgrade Guide 16 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 3 Verify that the system time zone is set to the correct time zone for your region Make sure it is not set to Factory Default Changing the Element Manager timeout value Since some steps of the upgrade process take over 30 minutes to complete it is important that Element Manager does not timeout while the upgrade is in progress To ensure that the upgrade process
19. g image Obtain the software update files from the Nortel Web site or on four CD ROMs 2 Copy the software update files from the Nortel Web site or from the CD ROMs to a single directory that is accessible to the BCM50 or SRGSO system Using Element Manager connect to your BCMS0 or SRGSO system 4 Select Administration gt Software Management gt Software Updates Upgrade Guide 28 Chapter 4 Post upgrade activities 5 Click Get New Updates 6 From the Retrieve from list select the location of the software update files 7 Enter the required information in the dialog box USB Storage Device a Inthe USB Storage Device dialog box enter the required information about the location of the software update files For more information see the Administration Guide or Element Manager Help b Click OK My Computer a Inthe My Computer dialog box enter the required information about the location of the software update files For more information see the Administration Guide or Element Manager Help b Click OK Network Folder a Inthe Network folder dialog box enter the required information about the location of the software update files The information has the following parts e Network folder Enter the IP address or host name of the network folder and the resource name For example enter lt hostname gt lt resource gt e User name Enter the user name associated with the shared folder e Password Enter the pa
20. hS OS RL ERRORS Shee ewe 24 Chapter 4 Post upgrade activities ccc cde rehab ee eee ndee dene deed eee Redes 25 Posrupotade task cc uaksehigdea paneis hE Reo bwaaea MER ae HEHE UD ReoE RR EAS 25 Upgrading Ghent applications 4 6 4405 caesiieeds beaei nee eiede beeen ceeds 26 Upgrading the manufacturing image to BCM50 3 0 0 0 cee 27 Upgrade Guide 4 Contents Appendix A THOUBISSNOOUNG 6 os2uds cet redsbiwos riero hr ed Seed sa seaawoencs 29 Software Updates log file co ek ee ee carena ee ee 29 Common troubleshooting issues 00000 c eee eee 29 If a step of the BCM50 3 0 or SRG50 3 0 upgrade fails 29 If your BCM50 3 0 or SRG50 3 0 system does not function properly 30 If your BCM50 3 0 system generates a 31250 alarm after the upgrade 30 NN40020 401 How to get help This section explains how to get help for Nortel products and services Getting help from the Nortel Web site The best way to get technical support for Nortel products is from the Nortel Technical Support Web site www nortel com support This site provides quick access to software documentation bulletins and tools to address issues with Nortel products More specifically the site enables you to e download software documentation and product bulletins e search the Technical Support Web site and the Nortel Knowledge Base for answers to technical issues e sign up for automat
21. ic notification of new software and documentation for Nortel equipment e open and manage technical support cases Getting help over the phone from a Nortel Solutions Center If you do not find the information you require on the Nortel Technical Support Web site and you have a Nortel support contract you can also get help over the phone from a Nortel Solutions Center In North America call 1 800 4NORTEL 1 800 466 7835 Outside North America go to the following Web site to obtain the phone number for your region www nortel com callus Getting help from a specialist by using an Express Routing Code To access some Nortel Technical Solutions Centers you can use an Express Routing Code ERC to quickly route your call to a specialist in your Nortel product or service To locate the ERC for your product or service go to www nortel com erc Getting help through a Nortel distributor or reseller If you purchased a service contract for your Nortel product from a distributor or authorized reseller contact the technical support staff for that distributor or reseller Upgrade Guide 6 How to get help NN40020 401 Chapter 1 Getting started Use this document to upgrade from e Business Communications Manager 50 BCM50 Release 1 0 software or BCM50 Release 2 0 software to BCMS0 Release 3 0 software e Survivable Remote Gateway 50 SRG50 Release 1 0 software or SRGSO Release 2 0 software to SRGSO Release 3 0 software
22. le the steps of the upgrade you must follow the same procedures described in this guide Specifically prior to scheduling an upgrade you must back up the BCM50 1 0 BCM50 2 0 SRG50 1 0 or SRG50 2 0 system place the upgrade files in the appropriate location obtain the keycode for the upgrade and verify management computer requirements Scheduling recommendations The table below describes the recommended scheduling upgrades Scheduling upgrade Recommendations Step 1 Not recommended This step takes less than 5 minutes Step 2 Not recommended The system reboots after this step NN40020 401 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 15 Scheduling upgrade Recommendations Step 3 As required Step 4 As required but not recommended until step 3 is confirmed as passed You must schedule this step at least 1 hour after step 3 For more information about scheduling upgrades see the Administration Guide or the online Help within Element Manager Installing Element Manager for BCM50 3 0 You must use the BCM50 3 0 version of Element Manager to perform the upgrade The BCM50 3 0 version of Element Manager is distributed with the upgrade files You can use the latest version of Element Manager for BCM50 3 0 to manage all previous BCM systems that use Element Manager BCM50 1 0 BCM50 2 0 and BCM 4 0 You need only one instance of Element Manager on your computer Caution Do not uninstall your current version of Elem
23. mpts that were not available in BCM50 1 0 e Obtain a valid keycode for the upgrade BCM50 or SRG50 Before you begin the upgrade you must have a valid keycode for your system that must be in BCM50 3 0 format Use the Nortel keycode retrieval system KRS to view the existing features for your system and generate a keycode file for your new BCM50 3 0 or SRG50 3 0 system with the required features The generated keycode must include the upgrade feature To upgrade from BCM50 1 0 to BCM50 3 0 select upgrade feature 211 and to upgrade from BCM50 2 0 to BCM50 3 0 select upgrade feature 212 NN40020 401 Chapter 2 Pre upgrade activities 11 If you are upgrading an SRG system the keycode must include the SRG feature in addition to the upgrade feature Place this keycode file on the management computer that you are using to perform the upgrade For more information about keycodes see the Keycode Installation Guide Upgrade Guide 12 Chapter 2 Pre upgrade activities e Verify management computer requirements Ensure that your management computer meets the following hardware and network requirements operating system for Element Manager Windows 2000 Professional SP4 Windows XP Professional SP2 Citrix Metaframe XP on Windows 2000 Server Windows 2003 Server All Editions or Windows Vista RAM minimum 512 MB CD ROM drive recommended 24X minimum screen resolution 640 x 480 or greater 1024 x 768 recommended col
24. ng pre upgrade activities to determine if your system is compliant and perform the indicated tasks to prepare your system for the upgrade If you are unable to correct an issue contact technical support within your organization for help about resolving the issue Important information to note before you attempt this upgrade Review the following information that is critical to the success of the upgrade process BCM50 system name change if using default name You must change the system name from factory default prior to upgrade to avoid erroneous entries in the etc hosts file which can affect access to CallPilot Manager and IP Subsystem when using Element Manager BCM50 system backup required You must have a complete and current backup of your BCM50 system the system to upgrade in case the upgrade fails You can use this backup to restore your BCM50 system and then you can attempt the upgrade again You cannot use a BCM5S0 1 0 or BCMS0 2 0 backup with BCM50 3 0 software Do not perform the upgrade through the dial up modem Due to the size of the upgrade files Nortel recommends that you do not attempt the upgrade through the dial up modem Services are unavailable during upgrade After you start the second step of the upgrade your system is out of service until the upgrade is complete The system services are down during that period so ensure that you notify your users of the outage Your system is fully functional after the
25. or display 256 colors or greater free space on your hard disk at least 150 MB for Element Manager you require more hard disk space if you are hosting the upgrade files on your management computer browser Internet Explorer IE 5 5 or IE 6 0 a stable power supply for the management computer Nortel does not recommend you perform the upgrade process from a laptop using only battery power USB stick three 1 GB drives one for each CD or one 3 GB drive or greater for the three CDs NN40020 401 13 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 This section describes the steps to upgrade a BCMS0 1 0 or BCM50 2 0 system to BCM50 3 0 and an SRGSO 1 0 or SRG50 2 0 system to SRG50 3 0 The upgrade processes for BCM50 3 0 and SRG50 3 0 are almost identical Any differences in the procedures are indicated in this document If you have not already done so read all the instructions in Pre upgrade activities on page 9 before you continue with these instructions i Warning Perform a data backup before you start the upgrade process Perform a backup of your system before you attempt the upgrade Store the information off the hard disk of the system and off the management computer This ensures that you can restore your system if the upgrade is not successful after you run a level 2 reset Upgrading to SRG50 3 0 The SRG50 system is a peripheral of the Communication Server 1000 CS 1000 or Communication Server 2100 CS
26. our system is no longer functional A backup can only be restored to a system running the same software version from which the backup was created If the upgrade fails use the backup after a level 2 reset as a last resort If you use Network Configuration Manager NCM to manage your networks you can also use NCM to automatically obtain and store a backup of the BCM systems prior to the upgrade For more information about NCM see the appropriate NCM documentation e Place the upgrade files in an appropriate location Your upgrade files are contained in either a zipped file or on three CDs If your upgrade files are in a zipped file unzip the files and place them in a location accessible to the management computer and the BCM50 system Nortel recommends that you place all the upgrade files in a single directory The supported upgrade file locations are USB storage device My Computer network folder FTP server HTTP server If your upgrade files are on three CDs you can perform the upgrade directly from the CDs you do not need to copy the files to another location The first CD CD1 contains the BCM50 3 0 software a pre update to prepare the system for the upgrade MeetMe voice prompts new BCM50 3 0 voice prompts and the BCM50 3 0 version of Element Manager The second CD CD2 contains downloadable Windows client software The third CD CD3 contains the documentation for all languages and six new voicemail pro
27. r you perform a level 2 reset on your BCM50 system the system reinitializes the software to the factory default state which is the software image installed during manufacturing An upgraded BCM50 1 0 system has the BCM50 1 0 manufacturing image and an upgraded BCMS0 2 0 system has the BCM50 2 0 manufacturing image This means that if you perform a level 2 reset the upgraded BCM50 3 0 system reverts back to the original BCM50 1 0 or BCM50 2 0 manufacturing image Therefore to return to your BCMS0 3 0 system you must perform the upgrade and migrate all customer data again To prevent these extra upgrade steps you can upgrade the manufacturing image to BCM50 3 0 The manufacturing image upgrade does not stop any services and it does not require a reboot of the system Performing this upgrade requires minimal system resources however Nortel recommends that you perform the upgrade during a maintenance period The manufacturing image upgrade takes approximately 60 minutes depending on connection speed and the location of the software update files You cannot remove the manufacturing image upgrade after it has been installed The original manufacturing image is no longer available Warning Do not upgrade the manufacturing image until you are sure that your BCM50 3 0 system is functioning properly After performing the manufacturing image upgrade your system cannot revert back to its pre upgrade configuration To upgrade the manufacturin
28. s approximately 30 to 40 minutes depending on connection speed and the location of the upgrade files The system does not reboot after this step of the upgrade To perform the third step of the upgrade follow the procedure Performing the steps of the upgrade on page 20 Be sure to select either BCM50R1_to_R3_Upgrade_Step3 or BCMS50R2_to_R3_Upgrade_Step3 in step 6 of the procedure Performing the fourth step of the upgrade optional Warning This step is required for systems using Swedish or Norwegian voice mail prompts because important updates are included A Warning Nortel recommends that you perform this step for all BCM50 system The fourth step of the upgrade includes the voice mail prompt files and documentation You can select only the items that you need to update If you are upgrading directly from the CDs ensure that the third CD CD3 is in the CD ROM drive of the management computer This step of the upgrade takes approximately 15 to 30 minutes depending on connection speed the components selected and the location of the upgrade files Your voice mail system is unavailable during this step of the upgrade The system automatically restarts the voice mail component of the system and generates an alarm due to the restart of the voice mail component NN40020 401 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 19 To perform the fourth step of the upgrade follow the procedure Performing the steps of th
29. sk The upgrade changes the default system name to bemm50r3 however the network hosts file may not be changed in some cases and causes access problems over the network The user must therefore change the system name using Element Manager Configuration gt System gt Identification screen after the upgrade to ensure that the network hosts file is changed as well The first step in this process is to change the system name back to bemm50r2 to update the network file Following this step the system name can be changed to anything Verify data was correctly preserved Use Element Manager to verify that your system data was correctly preserved Test your upgraded BCMS50 3 0 system You can perform several tests to confirm that your system is functioning properly For more information about testing the system see the Installation and Maintenance Guide Back up data As soon as you confirm that the system is operating as expected perform a backup of all data using Element Manager Administration gt Backup and Restore This data is now your current backup Upgrade client applications After you upgrade your BCM50 system you must upgrade the BCM5S0 client applications on each client computer see Upgrading client applications on page 26 The BCM50 client applications must be compatible with the BCM50 software The new versions of the client applications are available from the BCM50 Web page The IP Softphone 2050 software for BCM50 3 0 is
30. ssistance For more information about getting help see This section explains how to get help for Nortel products and services on page 5 If you encounter an error click the Show Details button for more information This chapter contains information about e Software updates log file on page 31 e Common troubleshooting issues on page 31 Software updates log file After the upgrade is complete specific issues and conditions are captured in the software updates log file softwareupdates log that can assist in troubleshooting problems The softwareupdates log file is created as the upgrade begins and information is appended to this file during the upgrade process When the upgrade is complete you can access this log file by using Element Manager to retrieve the diagnostic logs Log Management feature Common troubleshooting issues The following sections describe general issues that prevent your BCM50 system from functioning properly If a step of the BCM50 3 0 or SRG50 3 0 upgrade fails If a step of the BCM50 3 0 or SRG50 3 0 upgrade fails contact technical support for assistance in identifying the severity of the failure Correct the issue that caused the step of the upgrade to fail and attempt the upgrade again Upgrade Guide 32 Appendix A Troubleshooting If your BCM50 3 0 or SRG50 3 0 system does not function properly If your BCM50 or SRG50 system does not function after the upgrade and the problem cannot b
31. ssword of the user e Directory Enter the path to the subdirectory of the network folder optional For more information see the Administration Guide or Element Manager Help b Click OK FTP Server a Inthe FTP Server dialog box enter the required information about the location of the software update files For more information see the Administration Guide or Element Manager Help b Click OK HTTP Server a Inthe HTTP Server dialog box enter the required information about the location of the software update files For more information see the Administration Guide or Element Manager Help b Click OK In the Find Software Updates window select BCM50R3_FactoryImageUpgrade To view details about the update click Show Details Click OK to close the details window 10 Click Apply to apply the update NN40020 401 Chapter 4 Post upgrade activities 29 A confirmation dialog box appears 11 Click Yes to apply the update The system automatically applies the update After the update is complete the Software Update complete confirmation window appears 12 Click Ok This software update is complete Upgrade Guide 30 Chapter 4 Post upgrade activities NN40020 401 31 Appendix A Troubleshooting This chapter provides information about troubleshooting the BCM50 3 0 or SRG50 3 0 upgrade process If you are not certain about how to deal with specific conditions contact technical support for a
32. the BCM50 3 0 system therefore it is not mandatory that you upgrade the manufacturing image To upgrade the manufacturing image to BCM50 3 0 see Upgrading the manufacturing image to BCM50 3 0 on page 27 NN40020 401 Appendix A Troubleshooting 33 Upgrade Guide
33. to close the details window 8 Click Apply to apply the update A confirmation dialog box appears 9 For the optional fourth step of the upgrade select the optional components to install To minimize the time for this step of the upgrade select only the voice mail prompts that you require on your system See the following figure Figure 5 Optional components confirmation dialog box LM A Are you sure you want to retrieve and apply this update now Select the optional components you want to apply a e Include version Description 4 0 ppc rpm ppc rpm 4 0 ppc rpm 4 0 ppc rpm Wd0009 10 Click Yes to apply the upgrade The system automatically applies the upgrade After each step of the upgrade is complete the Software Update complete confirmation window appears After step 2 the system automatically reboots and a dialog box appears stating that Element Manager is disconnected from the BCM50 system For information about the upgrade times for each step see Performing the BCM50 3 0 and SRG50 3 0 upgrade on page 13 Upgrade Guide 24 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 11 Click Ok 12 Click Configuration gt System gt Identification 13 Change the System Name to bemm50r2 This step of the upgrade is complete Confirming the upgrade After you complete the first second and third steps of the upgrade and the optional fourth step you can confirm that your system is upgra
34. upgrade is successful and the post upgrade activities are completed A Warning You must apply an upgrade keycode after the first step of the upgrade If you apply the keycode before this step your BCM50 system can lose configuration data To assist in confirming if the system name is factory default examples are shown below BCM50 Factory Default Names BCM50 Release 1 bemm50r1 BCM50 Release 2 bemm50r2 Pre upgrade tasks Perform the following pre upgrade tasks before you begin the upgrade Upgrade Guide 10 Chapter 2 Pre upgrade activities e Perform a backup of your BCMS50 system Current settings are lost if a system failure occurs during the upgrade process Use Business Element Manager Administration gt Backup and Restore gt Backup to back up all the data on your BCM50 1 0 or BCM50 2 0 system and store it in a location other than on the BCM50 system or the management computer This provides you with a backup of your most recent settings in the event of a system failure during the upgrade Scheduled tasks are not retained by the upgrade Make a note of each task so you can recreate them after the upgrade For instance you need to recreate your backup and log management tasks Warning After the upgrade is complete do not restore your BCMS0 3 0 system using A the BCM50 1 0 or BCM50 2 0 backup The restore will not function properly Use the BCM50 1 0 or BCM50 2 0 backup only if the upgrade fails and y
35. urn the original BCM50 1 0 or BCM50 2 0 documentation Yes as well as all of the software If you perform a level 2 reset after you upgrade the documentation the original BCM50 1 0 or BCM50 2 0 documentation is restored Upgrade Guide 20 Chapter 3 Upgrading to BCM50 3 0 and SRG50 3 0 Performing the steps of the upgrade You can perform the four steps of the upgrade in the same manner using the BCMS0 3 0 version of Element Manager If your upgrade files are on three CDs you can perform the upgrade directly from the CDs you do not need to copy the files to another location The first CD CD1 contains the BCMS0 3 0 software a pre update to prepare the system for the upgrade MeetMe voice prompts new BCM50 3 0 voice prompts and the BCM50 3 0 version of Element Manager The second CD CD2 contains downloadable Windows client software The third CD CD3 contains the documentation for all languages and six new voicemail prompts that were not available in BCM50 1 0 To perform the steps of the upgrade 1 Using Element Manager connect to the BCM50 or SRGSO system you want to upgrade 2 Select Administration gt Software Management gt Software Updates gt Updates in Progress panel See the following figure Figure 2 Element Manager Software Updates panel ask Navigation Panel Software Updates Configuration Administration 43 General Updates in Progress Scheduled Updates H O System Metrics Updates in Progress
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