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Avaya BCM 3.6 Upgrade Guide

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1. with the Chapter 1 Specifically read Prerequisites to the upgrade on pre requisites Yes You have the No page 4 Obtain the keycode There are separate keycodes for pre release and released correct keycode for the upgrade _ lt g Yes upgrade software You have made No a backup of the system data Perform a BRU on your system Store the files off the BCM and off the computer you will use for the upgrade Note You cannot use these files once the BCM upgrade is complete They are meant to ensure that you can restore you data if the upgrade cannot complete Yes To preview the upgrade process refer to Upgrade application overview on page 19 Performing a the upgrade on page 20 P0609619 02 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 19 Upgrade application overview The Business Communications Manager 3 6 upgrade application goes through the following steps If you receive any error messages during system verification or during the upgrade refer to Troubleshooting Upgrade errors on page 43 Note This process takes about 90 to 120 minutes The system services will be down for the period so ensure that you notify your users of the outage e You require a valid administrator level password to start the upgrade e Business Communication Manager syste
2. 1 4 ssue Size 19GB Slot2 None Slot4 PEC3 When you are ready to begin the Business Communications Manager 3 6 upgrade press Begin 8 Ifyou are ready to continue the upgrade click the Begin button Business Communications Manager 3 6 Upgrade Guide 24 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 You will receive the following dialog box to confirm that you really want to continue with the upgrade Final Confirmation Before Upgrade Begins You are about to apply the BCM 3 6 Upgrade Once the upgrade has started it must be allowed to run to completion or the BCM will remain in an unusable state NOTE Your BCM will be out of service for the length of the upgrade estimated at 90 to 120 minutes Do you wish to continue No 9 Click on the Yes button to continue with the upgrade The screen shown in Figure 6 appears Note that the Update Bios line does not appear on upgrades to BCM1000 systems or any BCM 200 400 system that does not require the BIOS upgrade Figure 6 Upgrade action screen NORTEL rks A BCM Upgrade Wizard BCM Information Progress Name pcaly08M Action Status Lf here cba Prepare BCM for Upgrade Not Started Profile Universal eran BCM 25 Transfer Files to BCM Not Started Release 2 3a Expand Files on BCM Not Started Update Bios Not Started Operating System Update Not Started Swap Active and Inactive Partitions Not Started D
3. Communications Manager running BCM 3 6 version 1 1 or 1 4 beta software to the released version of the software This upgrade requires the upgrade keycode that is specific to the released software i Warning PPPoE and IPX routing The upgrade removes these settings IPX is not supported by BCM 3 6 software PPPoE must be reinstalled and reconfigured after the upgrade Ensure that you read all the instructions in this chapter carefully before attempting to run the upgrade This chapter contains these sections e Pre upgrade readiness check on page 30 e Upgrade application overview on page 31 e Performing the upgrade on page 32 If you have not already done so read all the instructions in Chapter 1 Before you begin this upgrade on page 4 before continuing with these instructions i Warning Perform a data backup before starting You must perform a BRU on your system before you attempt the upgrade Store the information off the hard disk of the Business Communications Manager and off the computer you use to perform the upgrade SRG note Systems configured as Survivable Remote Gateways SRG must be running with BCM 3 6 version 1 1 or 1 4 software to be able to run an upgrade that preserves SRG information Business Communications Manager 3 6 Upgrade Guide 30 Chapter 3 Upgrading pre release BCM 3 6 software Pre upgrade readiness check Use this flowchart to ensure that your system is r
4. European Freephone 00800 800 89009 European Alternative United Kingdom 44 0 870 907 9009 Africa 27 11 808 4000 Israel 800 945 9779 Note Calls are not free from all countries in Europe Middle East or Africa Fax 44 191 555 7980 email emeahelp nortelnetworks com CALA Caribbean amp Latin America Technical Support CTAS Telephone 1 954 858 7777 email csrmgmt nortelnetworks com APAC Asia Pacific Technical Support CTAS Telephone 61 2 870 8800 Fax 61 388664644 email asia_support nortelnetworks com In country toll free numbers Australia 1800NORTEL 1800 667 835 China 010 6510 7770 India 011 5154 2210 P0609619 02 Indonesia 0018 036 1004 Japan 0120 332 533 Malaysia 1800 805 380 New Zealand 0800 449 716 Philippines 1800 1611 0063 Singapore 800 616 2004 South Korea 0079 8611 2001 Taiwan 0800 8 10 500 Thailand 001 800 61 1 3007 Service Business Centre amp Pre Sales Help Desk 61 2 8870 5511 Business Communications Manager 3 6 Upgrade Guide P0609619 02 Contents How to get help 2 Chapter 1 Before you begin this upgrade 3 How to use this upgrade guide 3 First step 3 Second step 3 Final step 3 Which upgrade do do 4 Prerequisites to the upgrade 4 Important information to note before attempting this upgrade 4 Business Communications Manager pre upgrade requirements 5 Hardware status 5 Business Communications Manager operations requirements 5 Client computer up
5. or disable the VoIP trunks to these systems until those systems are upgraded or the patch is installed Refer to the note under Important information to note before attempting this upgrade on page 4 Remove any mapped drives that may be connecting to the Business Communications Manager Client applications All services will be down for the duration of the actual upgrade process However no other settings or mailboxes are affected by the upgrade All applications should be fully functional once the system has rebooted and restarted services All client applications will need to be reinstalled after the upgrade is complete Note Attendant Console was discontinued starting in the BCM 3 5 release If your BCM 3 0 3 0 1 system is currently running this program the initial survey will indicate the presence of this application and will note that it will no longer be available once the upgrade runs Client computer upgrade prerequisites On the computer you are going to use to run the upgrade ensure the following requirements have been met Hardware and network requirements Operating system Windows 95 Windows 98 Windows ME Windows NT Windows 2000 or Windows XP Use a least a24X CD ROM drive to minimize the upgrade time Minimum screen resolution 640X480 or greater Suggested 1024X768 Minimum 256 colors free space on your hard disk at least 50 MB Browser Internet Explorer 5 5 or greater Ens
6. 0 1 or 3 5 system to BCM 3 6 Figure 10 Successful upgrade completion indicator NORTEL JZ Upgrade Complete The BCM 3 6 Upgrade has completed successfully Please refer to the BCM 3 6 Upgrade Guide for post upgrade instructions OK 12 Click OK to exit the dialog Figure 11 Final upgrade screen with green BCM status LEDs E BCM Upgrade Wizard BCM 3 6 Upgrade File Options Help NORTEL rks f BCM Upgrade Wi Close screen BEM Information r Progress Name pealy0SM Action Status IP Heese gt Prepare BCM for Upgrade Profile Universal Venice BCM 35 Transfer Files to BCM Release 2 3a gt Expand Files on BCM Mai Update Bios Upgrade Tine YP Operating System Update BCM is operational i oe nae k rasangz f Swap Active and Inactive Partitions BCM Status VP Data Conversion BCM Connection Vf BCM Initialization BCM Services Overall Progress 100 On the upgrade wizard screen note that both BCM Status LEDs are green 13 Click on the close box at the right upper corner to exit the upgrade wizard 14 Perform the post upgrade activities that apply to your system Refer to Post upgrade activities on page 11 P0609619 02 Upgrade steps for systems running BCM 3 6 beta 1 1 or 1 4 software 29 Chapter 3 Upgrading pre release BCM 3 6 software Use this document to guide you through the steps that are required to upgrade any Business
7. Prerequisites to the upgrade Note During the upgrade your Business Communications Manager system including the telephony services is not functional Review the following prerequisites carefully to determine that your system is compliant before you attempt to do the upgrade The upgrade runs a verification process at the beginning of the upgrade that provides a system summary If you are missing any requirements the upgrade will provide an error describing the deficiency The upgrade will not continue until the validation runs error free If you are unable to rectify the issue contact your service manager for information Important information to note before attempting this upgrade The following section provides notes and warnings for information that is critical to the upgrade Warning A password change ee_admin is not required before performing this AN upgrade If you do change any passwords before the upgrade ensure that you perform a system reboot from the Unified Manager menu before you begin the upgrade Note Keycodes This upgrade procedure requires a keycode This upgrade keycode is entered into the upgrade Wizard during the upgrade process Keycodes are also specific to a release If you obtained a keycode to perform beta testing of the upgrade you will need to obtain a new keycode to run the GA version of the upgrade release Further each upgrade release is only valid to run for a limited time after
8. complete Business Communications Manager 3 6 Upgrade Guide 20 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 Performing the upgrade You are now ready to start the upgrade Warning Do not disturb the upgrade once it starts This could result in data loss or AN other system failures 1 Insert the upgrade CD marked Disk 1 into your CD ROM drive e If your CD ROM drive is configured to run automatically the first page appears e If your CD ROM drive does not run automatically run Startup bat On Windows click Start choose Run enter lt CD drive letter gt Startup bat then click on OK The Welcome page of the upgrade wizard appears Refer to Figure 2 Figure 2 Upgrade Wizard Welcome page eee Z BCM Upgrade Wizard Welcome to the Business Communications Manager Upgrade Wizard The following information must be read to determine if you are prepared to continue BCM 3 6 Upgrade The BCM 3 6 Upgrade will upgrade a BCM 3 0 or BCM 3 0 1 or BCM 3 5 system to the BCM 3 6 Release Note To print this information open the file Information tst located on Disk 1 Note This release of upgrade software may be used for 30 days after its creation date If attempting to upgrade to BCM 3 6 after this date please contact support for instructions BCM 3 6 SECURITY ENHANCEMENTS PASSWORD COMPLEXITY If upgrading from BCM 3 0 or BCM 3 0 1 BCM 3 6 introduces new Security Enhancements including new Passw
9. continue The transfer dialog for Disk 2 appears shows the progress of the file transfer Transferring Disk 2 Files Baa Transferred 21527 KB of 232745 KB Estimated Time Remaining 04 minutes Elapsed Time 21 seconds Once the files are transferred the upgrade continues The system will reboot a couple of more times before the upgrade is complete P0609619 02 Chapter 3 Upgrading pre release BCM 3 6 software 39 Figure 18 Upgrade progression after files installed and expanded NORTEL as JA BCM Upgrade Wizard BCM Information Progress Name pealy08m Action Status IP 47 65 138 59 Na Prepare BCM for Upgrade Profile Universal Version BCM 3 6 f Transfer Files to BCM Release 1 1 Expand Files on BCM ess Issue 1 Upgrade Time Update Bios Started 13 08 Mar 04 Swap Active and Inactive Partitions Not Started Completed N A Data Conversion Not Started r BCM Status BCM Connection g BCM Initialization Not Started BCM Services Overall Progress The final action is to re initialize the Business Communications Manager Figure 19 Business Communications Manager initialization BCM Information r Progress Name pealy08m Action Status IP 47 65 138 59 Prepare BCM for Upgrade Profile Universal Version BCM 3 6 F Transfer Files to BCM oe 11 gt Expand Files on BCM Issue 1 Update Bios Upgrade Time Started 13 08 Mar 04 Swap Active and Inacti
10. is connected to the Green indicates that the Business Communications Business Communications Manager and can Manager is functioning and is providing all communicate with it expected capabilities e during any reboot that occurs during the upgrade Red appears during periods when there is no access to services on the Business Communications Manager e any time the BCM Connection LED is red e once the system modifications begin It will remain red until the upgrade is complete and all the services have restarted At the end of a successful upgrade both LEDs will be green Post upgrade activities The following section contains a list of activities that need to be performed once the upgrade is complete Note You may not need do all of these activities Not all systems use all the functions listed below Post upgrade all system upgrades e Back up data As soon as you confirm that the system is operating as expected perform a BRU to back up all data This is now your current backup e Push tasks Reprogram any scheduled BRU Archlog or CDR push tasks Management User Guide e Policy record Reconfigure the Policy settings that you noted before the upgrade Services Policy Management Firewall record If Firewall Filter logging is required reset it to Enabled Programming Operations Guide e Diagnostics SSM Reset the sanity test setting if it needs to be enabled e Diagnostics Watchdog R
11. release P0609619 02 Chapter 1 Before you begin this upgrade 5 i Warning PPPoE and IPX routing These settings are removed by the upgrade IPX is not supported in release 3 6 PPPOE must be reinstalled and reconfigured as part of the post upgrade tasks Call your technical services provider if you require more detailed instructions about these applications Note VoIP trunks If your system has configured VoIP trunks and at least one of the systems is running BCM 3 5 software a QoS patch was installed at the time of that upgrade or installation If your network only has systems running 3 0 or 3 0 1 software and you do not intend to upgrade some of the systems or need to delay the upgrade to some 3 0 3 0 1 systems to 3 6 you will need to install a QoS patch on the systems that will not be upgraded If you do not have the patch available or choose not to install the patch at this time disable the VoIP trunks to the systems you are not upgrading until you perform the upgrade on those systems or install the patch The QoS Patch supports H 323 version 4 which was introduced in BCM 3 5 software If the system has VoIP connections to a Meridian 1 confirm that the Meridian is running IPT software Business Communications Manager pre upgrade requirements The following are requirements pertaining to your Business Communications Manager condition prior to the upgrade Hardware status e Hard disk drive Nortel Network
12. shown in Figure 4 appears Note The IP Address and System ID are what you entered in the previous screen The address and ID shown on the screen below are only examples Business Communications Manager 3 6 Upgrade Guide 22 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 Figure 4 Enter upgrade keycode NORTEL JA BCM Upgrade Wizard In order to perform this upgrade a keycode is required If you do not have a keycode already please contact your Nortel Networks representative for resolution Please enter the 24 digit BCM keycode for the BCM 3 6 Upgrade Keycode 02394870 82334512 54338556 IP Address 47 65 138 59 System ID 906705030000 BCM Press Next to validate apply keycode or press Exit to exit the application Upgrade Wizard How do get a Keycode lt Back Ent 7 Enter the keycode you obtained for your system then click Next Note If you did not obtain a keycode or did not obtain a keycode for this specific system you cannot proceed with the upgrade Click the Exit button If you entered the keycode incorrectly you will receive an error dialog Click OK and check your entry BCM Upgrade Wizard x Keycode could not be validated as correct For this system If you are uncertain about how to obtain a keycode click the How do I get a Keycode button shown near the bottom right in Figure 4 Keycodes are specific to both the BCM system and to t
13. support for resolution Recommended Action There may be data missing or the CD is damaged Contact support for a valid upgrade CD because the upgrade cannot continue if the expiry cannot be determined Business Communications Manager Identification e Partition sizes on BCM200 400 hard disks must match the manufacturer s specifications for the BIOS update to be successful The following minimum partition sizes are checked C 2400 MB D 9000 MB E 2000 MB F 2000 MB G 2000 MB Business Communications Manager 3 6 Upgrade Guide 44 Chapter 4 Troubleshooting Upgrade errors The following disk space is required C 140 MB D 300 MB E 200 MB Recommended Action If you cannot match these specifications contact support for assistance e if you entered an invalid IP address or failed to enter an IP address before you pressed Next you will get one of the following messages You must specify an IP address You must enter a valid IP address e if the application cannot connect to the FTP server because the user does not have write permission Recommended Action The upgrade requires a valid Business Communications Manager IP address The IP address has to be in a valid format between 0 0 0 1 to 255 255 255 254 Use the space bar to move to the next space e if you entered an invalid username or password into the upgrade wizard screen Connect failed Invalid username or password Recommended Action Confirm the us
14. the PuTTY application to your computer Programming Operations Guide If you wish to continue to use Telnet to access the command line interface or if you have DECT modules enable Telnet Programming Operations Guide e VPN tunnels If you want to establish a secure connection to the Unified Manager set up VPN tunnels Programming Operations Guide e Security certificate You may add a security certificate that is unique to your system Programming Operations Guide e Analog target line CLID Enable Caller ID set DN record Line assignment for any telephone for which you want to display caller ID for CLID analog lines and target lines Note that only 30 telephones can support CLID display per line e Alpha tagging If you want telephones to display the name of calls coming in on number only analog lines you can define up to 255 System Speed dials with names When a call comes in on a number only analog line and the calling number matches a System Speed dial number the name specified for that speed dial will appear on telephones configured to display CLID for that line Set the size of the system speed dial list under Services General Settings Feature Settings e Call logging Call logging now occurs for calls received from any line to a telephone that has call logging enabled Ensure that you enable the Autobumping feature FEATURE 815 on each telephone with call logging enabled to prevent log file overload T7316E telephones
15. 132200 KB of 448361 KB Upgrade Time Estimated Time Remaining 06 minutes Started 13 0 Elapsed Time 02 minutes 10 seconds Completed BCM Status gt __ BEM Conector l BCM Initialization NotStarted BCM Services Overall Progress Ea The Overall Progress bar at the bottom of the box indicates percentage complete Refer to Upgrade Wizard BCM status LEDs on page 10 for a description of how the LEDs in the BCM Status box behave during the upgrade m BCM Status BCM Status BCM Status BCM Connection BCM Connection BCM Connection BCM Services BCM Services BCM Services Note The Business Communications Manager will reboot a number of times during the upgrade process This is normal Business Communications Manager 3 6 Upgrade Guide 38 Chapter 3 Upgrading pre release BCM 3 6 software After the files transfer from the first CD you are prompted to remove the first CD and insert Disk 2 NE RIEL S Insert CD Please insert the CD Disk 2 If the files are located somewhere other than your CD ROM drive please press Browse gt gt to locate the files Browse gt gt 10 Remove Disk 1 from the CD drive and insert the second upgrade CD Disk 2 into the drive Note If the files are located off the CD on a server or your computer press the Browse button to locate the file for Disk 2 then click OK to continue 11 Click OK to
16. 9619 02 Chapter 1 Before you begin this upgrade 15 Post upgrade Upgrading clients After you upgrade Business Communications Manager follow these procedures to upgrade Business Communications Manager clients on each subscriber computer Every client must be upgraded Depending on the expertise of the subscriber you can ask them to upgrade the clients New Reporting for Call Center client BCM 3 6 software contains a new Reporting for Call Center client version 3 5 Do not uninstall the previous client from your computer if you need to view or print reports currently stored on your computer You will not be able to connect to the upgraded Business Communications Manager system with this version Use the new Reporting for Call Center client to connect to the upgraded Business Communications Manager system to create and work with new reports Refer to the Reporting to Call Center upgrade document included in the BCM 3 6 documentation suite for details Uninstalling a client application Uninstall the client applications before installing the new versions Warning Call Detail Recording Do not uninstall earlier versions of Call Detail Recording when installing new versions 1 On the client computer click the Start button point to Settings and click Control Panel The Control Panel window appears 2 Double click the Add Remove Programs icon The Add Remove Programs Properties dialog box appears 3 From the list of ins
17. Chapter 7 Configuring the target line Chapter 9 Outgoing private calls Outgoing public Calls Chapter 10 e IP networking There are a number of new settings that allow more control over H 323 VoIP trunking on your system System Configuration Local gateway IP interface Media parameters As well the system now supports the NetCentrex gatekeeper and interoperability with Succession 3 0 and Equant Refer to the JP Telephony Configuration Guide for details P0609619 02 Upgrade steps for systems running BCM 3 0 3 0 1 3 5 software 17 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 Use this document to guide you through the steps that are required to upgrade any Business Communications Manager from BCM 3 0 RC 2 2 version 4 software BCM 3 0 1 Build 7 software or BCM 3 5 version 2 3a or 2 3b software to Business Communications Manager 3 6 software This upgrade requires an upgrade keycode Warning PPPoE and IPX routing The upgrade removes these settings IPX is not supported on BCM 3 6 software PPPoE must be reinstalled and reconfigured after the upgrade Ensure that you read all the instructions in this chapter carefully before attempting to run the upgrade Warning After you upgrade your Business Communications Manager system to BCM 3 6 software your system cannot be changed back to the previous version This chapter contains these sections e Pre upgrade readiness che
18. M Press Next to validate apply keycode or press Exit to exit the application Upgrade Wizard How do get a Keycode lt Back Ent 7 Enter the keycode you obtained for your system then click Next Note If you did not obtain a keycode or did not obtain a keycode for this specific system you cannot proceed with the upgrade Click the Exit button If you entered the keycode incorrectly you will receive an error dialog Click OK and check your entry BCM Upgrade Wizard i x Keycode could not be validated as correct For this system If you are uncertain about how to obtain a keycode click the How do I get a Keycode button shown near the bottom right in Figure 14 Keycodes are specific to both the BCM system and to the upgrade release The upgrade program performs a system validation to ensure that your system is ready to receive the upgrade P0609619 02 Chapter 3 Upgrading pre release BCM 3 6 software 35 The wizard provides indicators of various activities to set up and run the verification tool If you receive any error messages during the verification process refer to Business Communications Manager Validation on page 45 for more details about the error When the verification completes e If verification is unsuccessful you will receive an error message describing what is missing from your system In this case click OK on the dialog and then click Exit on the wizard pa
19. Part No P0609619 02 April 13 2004 Business Communications Manager 3 6 Upgrade Guide For systems running e BCM 3 0 RC 2 2 version 4 e BCM 3 0 1 Build 7 e BCM 3 5 build 2 3a or 2 3b e BCM 3 6 beta version 1 1 or 1 4 Must read Prerequisites on page 4 and Post upgrade instructions on page 11 Important notices e A password change ee_admin is not required before performing this upgrade If you do change any passwords before the upgrade ensure that you perform a system reboot from the Unified Manager menu before you begin the upgrade e If you have PPPoE or IPX routing see the note on the bottom of page 4 IPX routing is not supported on BCM 3 6 software e If you have VoIP trunks review the VoIP trunks bullets on page 6 QoS upgrade and on page 12 gateway settings NORTEL NETWORKS 2 How to get help If you do not see an appropriate number in this list go to www Nortelnetworks com support USA and Canada Authorized Distributors ITAS Technical Support Telephone 1 800 4NORTEL 1 800 466 7835 If you already have a PIN Code you can enter Express Routing Code ERC 196 If you do not yet have a PIN Code or for general questions and first line support you can enter ERC 338 Website http www nortelnetworks com support Presales Support CSAN Telephone 1 800 4NORTEL 1 800 466 7835 Use Express Routing Code ERC 1063 EMEA Europe Middle East Africa Technical Support CTAS Telephone
20. S Post upgrade NetIQ Vivinet Manager service There are two main upgrade scenarios for the NetIQ application e BCM 3 5 systems with NetIQ patch installed and the service is active upgraded to BCM 3 6 software Existing settings are retained by the upgrade However to provide full functionality including being able to start or stop the application through the Unified Manager NetIQ heading you need to obtain a NetIQ keycode and enter it after the upgrade is finished If you choose not to enter a NetIQ keycode the NetIQ agent services run after the upgrade but if the user disables the NetIQ agent it cannot be re enabled If the user configures the server IP address and ports the server IP address and ports will be changed but the NetIQ agent cannot be enabled after the NetIQ parameter modification BCM 3 5 systems where NetIQ Vivinet Manager support is inactive upgraded to BCM 3 6 software In this case the Unified Manager NetIQ dialog displays the default settings for the service in the following fields Authorized Management Servers is blank Bind Management Server Port defaults to 9998 NetIQ Agent Listening Port defaults to 9999 Status reads as Disabled You can change these settings However to enable the NetIQ service you must obtain and enter a NetIQ keycode e BCM 3 0 3 0 1 systems upgraded to BCM 3 6 software Initial conditions will match those listed under the second bullet above P060
21. ard 14 Perform the post upgrade activities that apply to your system Refer to Post upgrade activities on page 11 Business Communications Manager 3 6 Upgrade Guide 42 Chapter 3 Upgrading pre release BCM 3 6 software P0609619 02 43 Chapter 4 Troubleshooting Upgrade errors There are a number of possible error conditions that may occur during the upgrade procedure This chapter provides information about those error conditions Refer to How to get help on page 2 if you are instructed to contact technical support Upgrade Startup The following errors appear when there an inconsistency is discovered by the upgrade application e if the upgrade definition file is corrupt Could not find a valid upgrade definition file This could be a bad CD containing corrupt data Contact support for resolution Recommended Action There may be data missing or the CD is damaged Contact support for a valid upgrade CD e if the evaluation upgrade software has exceeded the expiry date 30 days the upgrade will not proceed and you will receive this message This evaluation version of the upgrade has expired Please contact support for an updated version Recommended Action Obtain the full release version This version has a longer expiry term e if the upgrade software could not confirm an expiry date because the upgrade definition file is corrupt This upgrade could not determine expiry Please contact
22. ata Conversion Not Started BCM Initialization Not Started Issue 1 Upgrade Time Started 14 24 Jan 26 Completed N A r BCM Status BCM Connection BCM Services BOB HeHG Overall Progress P0609619 02 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 25 As each step of the upgrade completes a checkmark appears beside the Action listing and the Action listing and Status line turn from blue to green If there are problems with any step an error message dialog box appears and describes the problem Troubleshooting Upgrade errors on page 43 In the diagram below the first action is complete The second action which is to transfer the files from the CD to the Business Communications Manager produces the secondary dialog box shown over the main screen WARNING Pressing Cancel during file transfers renders your Business Communications Manager out of service until the upgrade is restarted and completed Use only if severe network problems are occurring Figure 7 Completed actions turn green Progress Action Status Prepare BCM for Upgrade Transferring Disk 1 Files Transfered 71154 KB of 645530 KB Estimated Time Remaining 10 minutes Elapsed Time 01 minutes 10 seconds Cancel Data Conversion Not Started BCM Initialization Not Started The Overall Progress bar at the bottom of the box indicates percentage complete Ref
23. button programming If there were T7316E telephones currently connected to the system reprogram the memory buttons During the upgrade they converted from T7316 telephones to T7316E telephones which have a different button programming map e New hardware Only install new hardware after you have confirmed that the system is operating correctly The T7316E can also be connected to Key Indicator Modules KIMs to create Central Answering Positions CAPs T7316E KIMs are configured as enhanced CAPs under Services General Settings CAP KIM assignment For each CAP configure button programming for both the telephone and the KIMs under the DN record for the telephone under User Preferences CAPs with eKIMs enhanced CAPs have 24 buttons with indicators that support lines multiple appearances of the same target line and hunt group indicators as well as memory button programming CAPs that are not enhanced support OKIMS which provide programmable memory buttons Note KIMs do not support hunt group DNs as autodial buttons memory button programming USB headset for i2050 Software Phone Update any existing i2050 Software Phone installations if you want to use the USB headset Business Communications Manager 3 6 Upgrade Guide 14 Chapter 1 Before you begin this upgrade Universal Power Supply If your system has a UPS reconfigure the UPS to the serial port on your Business Communications Manager Unified Manager Services UP
24. cations Manager version 3 6 software There are two upgrade paths Which upgrade path you need to follow is based on the current hardware and software configuration of your system Ensure that you read the information in this chapter carefully before you turn to a specific upgrade How to use this upgrade guide This section explains how to use the information in this guide First step e Read the sections in this chapter which explain which upgrade you need to do Which upgrade do I do on page 4 and the common prerequisites and pre upgrade requirements Prerequisites to the upgrade on page 4 Any activities that are specific to just one type of upgrade will be noted Ensure that you read all the instructions carefully before attempting to run the upgrade e Also have a look at the Process map to give yourself an idea of the order in which the activities occur Upgrade overview on page 9 e Once you read this information and ensure that your system is ready to be upgraded go to the Second step Second step Read the two sections under During upgrade on page 10 in this chapter The first section describes a solution to a problem that can occur during the system check The second section describes how the LEDs that appear on the final upgrade screen function during the upgrade The upgrade chapters contain specific upgrade information Each of these chapters describes e which version of Business Communicati
25. ck on page 18 e Upgrade application overview on page 19 e Performing the upgrade on page 20 If you have not already done so read all the instructions in Chapter 1 Before you begin this upgrade on page 4 before continuing with these instructions i Warning Perform a data backup before starting You must perform a BRU on your system before you attempt the upgrade Store the information off the hard disk of the Business Communications Manager and off the computer you use to perform the upgrade You cannot restore data from a previous version It is imperative that you perform another BRU as soon as possible after the upgrade completes as part of your system integrity process Business Communications Manager 3 6 Upgrade Guide 18 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 Pre upgrade readiness check Use this flowchart to ensure that your system is ready for the upgrade You have the appropriate BCM 3 6 upgrade kit our system is running BCM 3 0 RC 2 2 version 4 BCM 3 0 1 build 7 or BCM 3 5 No version 2 3a or 2 3b If your system is running BCM 2 5 or earlier software contact your service representative for a 3 0 1 upgrade kit If your system is running software You have read and complied No that is not the correct version contact your system support for further instructions Refer to the information in
26. dentifying the system you want to upgrade NORTEL rks J BCM Upgrade Wizard Enter the following information to allow validation of the BCM Validation time is approximately 1 minute Please identify the BCM by its IP address IP Address Please enter the BCM Administrator Account information Username Jee_admin P d BCM asswor Upgrade Wizard Press Next to validate the BCM or press Exit to exit the application lt Back Exit 4 Enter the IP address of the Business Communications Manager being upgraded Press the space bar to move between fields Format XXX XXX XXX XXX 5 Enter the Username and Password for your system Use an administrator level user name and password 6 Click Next The screen shown in Figure 14 appears Note The IP Address and System ID are what you entered in the previous screen The address and ID shown on the screen below are only examples Business Communications Manager 3 6 Upgrade Guide 34 Chapter 3 Upgrading pre release BCM 3 6 software Figure 14 Enter upgrade keycode NORTEL sks IA BCM Upgrade Wizard In order to perform this upgrade a keycode is required If you do not have a keycode already please contact your Nortel Networks representative for resolution Please enter the 24 digit BCM keycode for the BCM 3 6 Upgrade Keycode 02394870 82334512 54338556 IP Address 47 65 138 59 System ID 906705090000 BC
27. e telephones If the Private Received Number length and the Private OLI are not populated the MCDN private networks cannot support CLID Ifthe system uses a DPNSS keycode enter new Private Received Number lengths e ONN blocking If you want to block outgoing name display over VoIP trunks a new setting has been added to the IP trunking heading under System Programming General settings This setting blocks the name display for all VoIP trunks Name display can also be blocked on a module level for PSTN trunks Post upgrade systems upgraded from BCM 3 0 3 0 1 This section details the changes that occurred in BCM 3 5 software that needs to be configured or noted for systems upgraded to BCM 3 6 from BCM 3 0 or BCM 3 0 1 systems e Password security If you require the strictest password security on the system upgrade the complexity setting on the password policy screen Then change your user passwords to comply with the policy rules Programming Operations Guide If the passwords do not comply with the password complexity and length settings you could lose those user accounts if you ever need to do a re initialization after a hardware or software upgrade or after adding a patch or when you perform a BRU restore e Dial up privileges Ensure that any users that require a dial up modem connections have dial up privileges You can also enter a callback number to provide some dial up security Note The ee_admin user has dial up privileg
28. eady for the upgrade BCM 3 6 upgrade kit You have the appropriate Your system is running BCM 3 6 beta version 1 1 or 1 4 software You have read and complied with the pre requisites Yes You have the correct keycode for the upgrade Yes No If your system is running BCM 2 5 or earlier software contact your service representative for a 3 0 1 upgrade kit If your system is running BCM 3 0 3 0 1 or 3 5 software refer to Upgrading a BCM 3 0 3 0 1 or 3 5 No system to BCM 3 6 on page 17 If your system is running a BCM 3 6 software version other than 1 1 or 1 4 contact your service representative for more information Refer to the information in Chapter 1 Specifically read Prerequisites to the upgrade on No page 4 Obtain the release keycode There are separate keycodes for pre release and released upgrade software You have made No a backup of the system data Perform a BRU on your system Store the files off the BCM and off the computer you will use for the upgrade Note These files are meant to ensure that you can restore your data if the upgrade cannot complete Yes To preview the upgrade process refer to Upgrade application overview on page 31 Performing lt the upgrade on page 32 P0609619 02 Chapter 3 Up
29. er to Upgrade Wizard BCM status LEDs on page 10 for a description of how the LEDs in the BCM Status box behave during the upgrade BCM Status m BCM Status m BCM Status BCM Connection BCM Connection BCM Connection BCM Services BCM Services BCM Services Note The Business Communications Manager will reboot a number of times during the upgrade process This is normal Business Communications Manager 3 6 Upgrade Guide 26 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 After the files transfer from the first CD you are prompted to remove the first CD and insert Disk 2 NE RIEL S Insert CD Please insert the CD Disk 2 If the files are located somewhere other than your CD ROM drive please press Browse gt gt to locate the files Browse gt gt 10 Remove Disk 1 from the CD drive and insert the second upgrade CD Disk 2 into the drive Note If the files are located off the CD on a server or your computer press the Browse button to locate the file for Disk 2 then click OK to continue 11 Click OK to continue The transfer dialog for Disk 2 appears shows the progress of the file transfer Transferring Disk 2 Files Baa Transferred 21527 KB of 232745 KB Estimated Time Remaining 04 minutes Elapsed Time 21 seconds Once the files are transferred the upgrade continues The system will reboot a couple of more times before the upg
30. ermine if a new software release or new keycode is required e if the keycode you enter does not have a correct entry A 24 digit keycode must be supplied for this upgrade Recommended Action Each keycode must have 24 digits in three groups of eight The cursor will jump automatically to the next box when eight characters have been entered P0609619 02 Chapter 4 Troubleshooting Upgrade errors 49 File Transfer e if the files failed to transfer to the Business Communications Manager you will get one of the following messages SetFile TransferFail failed with errorlevel errorlevel Please contact support and report this problem File transfer failed check network connection and media Select Yes to retry or select No to abort the upgrade and contact support to report this problem Recommended Action Contact support unless there is some known network issue e if you pressed Cancel on the file transfer dialog box as files were being transferred Canceling a file transfer during an upgrade can cause serious upgrade issues Do you really want to cancel this transfer Recommended Action Do not press Cancel on the file transfer dialog unless network issues have caused the transfer to halt e if the copied files could not be verified by the upgrade File check failed after 3 attempts please check upgrade media and network connections and contact support Recommended Action Contact support unless there
31. ername and password for the system and then e enter the username and password e if the application cannot access a network to connect to your Business Communications Manager Connect failed Could not establish connection to network Recommended Action Cancel out of the wizard and check your network connections then try again e if the application cannot connect to your Business Communications Manager but cannot determine why Connect failed Please validate BCM information Recommended Action Check your Business Communications Manager system and network settings Use Ping from your computer to test the validity of the IP address e if the application cannot connect to the FTP server because the user does not have write permission Failure to transfer files to BCM due to login failure Contact support for resolution Recommended Action Contact support for resolution P0609619 02 Chapter 4 Troubleshooting Upgrade errors 45 e if the FTP server fails to start with a three minute period FTP server cannot be started Contact support for resolution Recommended Action Contact support for resolution Business Communications Manager Validation e if the application determines that the software running on the Business Communications Manager cannot be upgraded refer to Upgrade overview on page 9 The BCM version is unsupported for this upgrade Please refer to the Business Communications Manage
32. es by default If you remove dial up from this user your technical service providers will not be able to remotely access your system to assist you in diagnosing system problems e VoIP trunks IP Telephony Configuration Guide If you have connection issues with your Voice over IP VoIP trunks following the upgrade check that your remote gateway settings are correct at both ends of the trunk Services IP Telephony IP Trunks H 323 Trunks Remote Gateway Refer to the IP Telephony Configuration Guide for information about updating local and remote gateway records Ifyou will be using SIP trunks you need to define how many of the IP trunk credits you want to commit to these trunks Services IP Telephony IP Trunks and the SIP Trunks heading underneath it P0609619 02 Chapter 1 Before you begin this upgrade 13 If you will be sending fax messages from your wired system fax machines over your IP trunks you will need to allow the IP fax feature Ifthe system is networked to a Meridian 1 system that sends calls through the network to a remote PSTN there are new Access code settings that can be defined so that specific call types sent by the Meridian are identified and handled correctly as they pass through the private network These settings are then used when defining routes for each specific type of call e Command line interface If you need access to the secure interface for the command line menu download
33. es not support this application If this application is present on your system you will receive the following notice at the beginning of the upgrade Attendant Console has been detected Please see BCM 3 6 Upgrade Guide for more information before continuing When this notice appears click OK then either continue with the upgrade or exit the upgrade application If you continue the Attendant Console application and data will no longer be available after the upgrade If you require an Attendant Console product for your business you can obtain a substitute product from Convertec at a discount Go to the following URL for more information lt http www nortelnetworks com products announcements eol html jan gt Password note The upgrade retains the existing complexity level for passwords which prior to the BCM 3 5 software release was set to zero 0 This ensures that all user accounts update correctly Nortel recommends that if you upgraded from a 3 0 3 0 1 system after the upgrade completes you should change the password complexity to a more secure level and adjust the passwords to comply with the new setting External files Any files or programs placed on the Business Communications Manager that are not part of the default software may be removed during the upgrade and will not be reinstalled This includes any files you have transferred using the Business Communications Manager FTP service Ensure you have these files and applicatio
34. eset the Logging setting if required e Services CDR Reset the format and feature code e Client applications Some of the client applications have new versions Refer to Post upgrade Upgrading clients on page 15 If you wish to continue to use Telnet to access the command line interface or if you have DECT modules enable Telnet Programming Operations Guide DECT portable handsets If the system uses DECT handsets refer to the DECT Installation and Maintenance Guide for the procedure to update the DECT firmware DECT wizard Business Communications Manager 3 6 Upgrade Guide 12 Chapter 1 Before you begin this upgrade e Remote files Re enter any non default files or programs that you noted before the upgrade and which were removed during the upgrade This includes any files you transferred to the Business Communications Manager using the Business Communications Manager FTP service e Last minute revisions Read the documentation addendum for any last minute issues that may need addressing with the new software e PPPoE If the system uses PPPoE reinstall and reconfigure with the settings that you noted before the upgrade e Received number lengths and OLI changes Ifthe system DN length and the Public Received Number length target lines on your system are different after the upgrade enter the Private Received Number new field for each of the target lines Also enter the Private OLI for each of th
35. field for each telephone Ifthe DN length and the Public Received Number length are the same as recommended for MCDN private networking and the Public OLI is coordinated with this length the Private Received Number length automatically populates with the same number as the Public Received Number length The Private OLI auto populates with the DN Ifthe system is running with a DPNSS keycode record the Private Received Number lengths as they will need to be re entered e Upgrading from BCM 3 0 3 0 1 software Line Access If you use CLID enabled analog lines and target lines note the telephones that have these lines assigned and for which you want CLID to display You will need to change the Caller ID set Button programming T7316E If there are T7316E telephones installed on the system make a note of all memory key and line key settings and positions for each telephone The T7316E functions as a T7316 on these systems On BCM 3 5 and newer systems it functions as a T7316E telephone which has a different memory button default set After the upgrade these telephones will revert to the default T7316E default settings for all memory key programming and there will be no handsfree key on the memory keys since the T7316E has a separate Handsfree key e Upgrading from BCM 3 5 software to BCM 3 6 release software If your system has a universal power supply UPS you will need to reconfigure the device to the serial po
36. ge Correct the problem before attempting to repeat the upgrade e If the verification is successful the page shown in Figure 15 appears This page shows you a snapshot of the system information Figure 15 Screen showing system information and begin upgrade box NORTEL JA BCM Upgrade Wizard m BCM System Information BCM Telephony Services Hardware we Name pealy08m Type CT2Plus Profile Universal IP Address 47 65 138 59 Version 30D aB00 MSC Card MSC1A l SystemID 9068705090000 Version BCM 3 6 MS PECs Release or tall assis Slot 1 None Slot 3 PEC3 Model Maxtor 2f020 Issue 1 Size 19GB Slot2 None Slot4 PEC3 When you are ready to begin the Business Communications Manager 3 6 upgrade press Begin 8 Ifyou are ready to continue the upgrade click the Begin button You will receive a dialog box to confirm that you really want to continue with the upgrade 9 Click on the Yes button on the dialog box to continue with the upgrade The screen shown in Figure 16 appears Business Communications Manager 3 6 Upgrade Guide 36 Chapter 3 Upgrading pre release BCM 3 6 software Figure 16 Upgrade action screen NORTEL NETWORKS IA BCM Upgrade Wizard m BCM Information Name pealyO8m IP 47 65 138 59 Profile Universal BCM 3 6 Release USL Version Issue 1 Started 13 08 Mar 04 Completed N A Upgrade Time m BCM Status BCM Con
37. grade Wizard Welcome page NORTEL rks Ys BCM Upgrade Wizard Welcome to the Business Communications Manager Upgrade Wizard The following information must be read to determine if you are prepared to continue BCM 3 6 Upgrade The BCM 3 6 Upgrade will upgrade a BCM 3 0 or BCM 3 0 1 or BCM 3 5 system to the BCM 3 6 Release Note To print this information open the file Information tst located on Disk 1 Note This release of upgrade software may be used for 30 days after its creation date If attempting to upgrade to BCM 3 6 after this date please contact support for instructions BCM 3 6 SECURITY ENHANCEMENTS PASSWORD COMPLEXITY If upgrading from BCM 3 0 or BCM 3 0 1 BCM 3 6 introduces new Security Enhancements including new Password Complexity This Upgrade will leave your BCM at its current password complexity settings In order to take advantage of the new Security Enhancements please read the xl If prepared to continue press I Accept otherwise press I Do Not Accept Exit to exit the application Accept Do Not Accept Exit 2 Read the information carefully so that you understand what the upgrade is all about This page explains how the upgrade process works 3 Click the I Accept button to proceed The system may go through some configuration steps and then the sign in page appears as shown in Figure 13 P0609619 02 Chapter 3 Upgrading pre release BCM 3 6 software 33 Figure 13 I
38. grade prerequisites 6 Pre upgrade record keeping tasks 7 Perform BRU on all data 8 Upgrade overview 9 During upgrade 10 Voice inventory service 10 Upgrade Wizard BCM status LEDs 10 Post upgrade activities 11 Post upgrade all system upgrades 11 Post upgrade systems upgraded from BCM 3 0 3 0 1 12 Post upgrade NetIQ Vivinet Manager service 14 Post upgrade Upgrading clients 15 New Reporting for Call Center client 15 Uninstalling a client application 15 Installing a client application 15 Core feature changes for BCM 3 6 16 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 17 Pre upgrade readiness check 18 Upgrade application overview 19 Performing the upgrade 20 Chapter 3 Upgrading pre release BCM 3 6 software 29 Pre upgrade readiness check 30 Business Communications Manager 3 6 Upgrade Guide Upgrade application overview Performing the upgrade Chapter 4 Troubleshooting Upgrade errors Upgrade Startup Business Communications Manager Identification Business Communications Manager Validation Upgrade Keycode File Transfer Upgrade from BCM 3 0 3 0 1 3 5 software General Errors 31 32 43 43 43 45 48 49 49 49 P0609619 02 READ ME FIRST Common pre requisites and processes 3 Chapter 1 Before you begin this upgrade Use this document to guide you through the steps that are required to upgrade any Business Communications Manager running BCM 3 0 or newer software to Business Communi
39. grading pre release BCM 3 6 software 31 Upgrade application overview The Business Communications Manager 3 6 upgrade application goes through the following steps If you receive any error messages during system verification or during the upgrade refer to Troubleshooting Upgrade errors on page 43 Note This process takes 60 to 90 minutes to complete The system services will be down for the period so ensure that you notify your users of the outage e To start the upgrade you will need to enter a username and password Ensure that the username you use has supervisor privileges e Business Communication Manager system validation including version checking disk capacity checking and so on Overview Validation and Keycodes The Business Communications Manager 3 6 upgrade wizard first accesses your system to validate the software requirements Note Voice Inventory service The BCM 3 6 Upgrade may present false errors about the MSC Core Telephony Software the MS PECs and the type of MSC if the Voice Inventory service has not been started Confirm that this service is running Enter the Unified Manager and click on System On the top menu click on Tools and select Perform System Inventory Then go back under Tools and select Display System Inventory This indicates that the service is running correctly e Once the validation is complete you enter an upgrade keycode Keycodes are obtained from the
40. he upgrade release The upgrade program performs a system validation to ensure that your system is ready to receive the upgrade P0609619 02 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 23 The wizard provides indicators of various activities to set up and run the verification tool If you receive any error messages during the verification process refer to Business Communications Manager Validation on page 45 for more details about the error When the verification completes e If verification is unsuccessful you will receive an error message describing what is missing from your system In this case click OK on the dialog and then click Exit on the wizard page Correct the problem before attempting to repeat the upgrade If the verification is successful the page shown in Figure 5 appears This page shows you a snapshot of the system information Note BIOS update If you are using BCM200 or BCM400 the motherboard on the system may require a BIOS update The update runs automatically if it is required Figure 5 Screen showing system information and begin upgrade box meee BCM Upgrade Wizard m BCM System Information BCM Telephony Services Hardware a Name pealyOSM Type CT2Plus Profile Universal IP Address 47 65 138 59 Version 30CbC14 MSC Card MSC1A l SystemID 906705090000 Version BCM 3 5 MS PECs Release Saal eee Slot 1 None Slt3 PECS Model Maxtor 2f020
41. is some known network issue Upgrade from BCM 3 0 3 0 1 3 5 software e if unable to switch from BCM 3 0 3 0 1 or 3 5 software release to BCM 3 6 software release this error may appear DiskKeyMod exe failed return was DiskKeyReturn Recommended Action Contact support General Errors e if any of the upgrade files are missing Missing file 1 Please contact support and report this error Upgrade is aborting Recommended Action Contact support critical error Business Communications Manager 3 6 Upgrade Guide 50 Chapter 4 Troubleshooting Upgrade errors e if an unexpected error occurs during the upgrade process you may see one of the following messages Error noext completed but did not set an exit code select OK to reboot and retry or Cancel to abort noext failed with unknown exit code RC Could not create noext run command Recommended Action Retry or contact support e if one of the upgrade CDs with the help files is not installed in the CD tray when you attempt to access the help menu Cannot find help file Please enter one of the Upgrade CD s before opening the help screen Recommended Action Put one of the upgrade CDs into the CD tray on your computer e if an upgrade process is unable to complete and was terminated by the upgrade application lt Process gt hung and was terminated Select Yes to retry or select No to abort the upgrade and contact support to rep
42. ith the text of the error that was generated Business Communications Manager 3 6 Upgrade Guide 48 Chapter 4 Troubleshooting Upgrade errors e if the application could not get a complete response from the Business Communications Manager within a given time period approx 1 minute Timeout waiting for initial information from BCM Action Exit the upgrade and retry e if the Business Communications Manager contains a problem that would prevent a successful upgrade System Status Monitor registry key is corrupt or missing Cannot continue validation Recommended Action Contact support for resolution Upgrade Keycode e if the keycode was passed to the system and failed to validate Keycode could not be validated as correct for this system Recommended Action Verify and re enter the keycode e if one or more of the keycode edit boxes has been left empty Unless the edit box is grayed out a keycode must be entered A complete keycode must be supplied for this upgrade Recommended Action Use the space bar to move from box to box e if either the software release or the keycode is out of date and a more recent one should be obtained The keycode entered was valid but does not match the release of the software being used Please contact support to resolve the problem Recommended Action Each separate release of the upgrade software uses a different keycode to enable the upgrade Contact support to det
43. lation Guide for information about replacing memory chips RAM e if your system has insufficient space on one or more of the hard disk drives on the Business Communications Manager you will get one of these messages There is insufficient disk space on the BCM drive lt drive letter gt Please see the Business Communications Manager 3 6 Upgrade Guide for disk space requirements on each drive Use VNC to access the Business Communications Manager desktop to check the disk space available on each of the drives If C drive requires additional disk space contact your system support IfD drive requires additional disk space ask the voice mail subscribers to delete mailbox messages to free up space If E drive requires additional disk space delete any files you have added or any old data backups If none of these remedies provides sufficient disk space or if the verification continues to display the memory error message contact your system support for more information P0609619 02 Chapter 4 Troubleshooting Upgrade errors 47 e if your hard disk is incorrectly partitioned The BCM drive lt drive letter gt is not partitioned correctly Please see the Business Communications Manager 3 6 Upgrade Guide for disk partitioning requirements on each drive Recommended Action exit upgrade Call your system support for assistance Call your system support if you need assistance with this error e if y
44. m validation including version checking disk capacity checking and so on Overview Validation and Keycodes The Business Communications Manager 3 6 upgrade wizard first accesses your system to validate the software requirements Note Voice Inventory service The BCM 3 6 Upgrade may present false errors about the MSC Core Telephony Software the MS PECs and the type of MSC if the Voice Inventory service has not been started Confirm that this service is running Enter the Unified Manager and click on System On the top menu click on Tools and select Perform System Inventory Then go back under Tools and select Display System Inventory This indicates that the service is running correctly e Once the validation is complete you enter an upgrade keycode Keycodes are obtained from the same source and in the same manner as other system keycodes However the upgrade keycode is entered in the upgrade Wizard rather than into the Unified Manager Refer to Figure 4 on page 22 e Validate hardware requirements e Transfer Business Communications Manager 3 6 software image to the target Business Communications Manager e Perform a system initialization e Start services and verify proper operation Note During this process the Business Communications Manager will perform numerous reboots e When the upgrade is complete the upgrade wizard presents a dialog box indicating that the upgrade is successful and
45. nd the type of MSC This may mean that the Voice Inventory service needs to be started To confirm that the service is running 1 Exit the upgrade 2 Open the Unified Manager 3 Click on System 4 On the top menu click on Tools and select Perform System Inventory 5 Click on Tools again and select Display System Inventory e Ifthe service is now running correctly exit the Unified Manager and retry the upgrade e Ifthe information is not presented correctly reboot the BCM Once the system is running again display the inventory again to confirm that the service is now running Upgrade Wizard BCM status LEDs The LEDS in the BCM Status box on the transfer upgrade page will change as the transfer and upgrade processes move along Refer to Figure 1 and Table 1 Figure 1 BCM status LED indicators BEM Status BCM Connection BCM Services LEDs indicate current state of BCM connectivity and service availability P0609619 02 Chapter 1 Before you begin this upgrade 11 Table 1 BCM Status LEDs if the network connection is disconnected between your computer and the Business Communications Manager if the Business Communications Manager is powered down or in the middle of a power cycle during the portion of the upgrade from the point when the network settings are reset to default values until the configured values are restored BCM Connection LEDs BCM Services indicates that the application
46. nection BCM Services Progress KI KJ Action Prepare BCM for Upgrade Transfer Files to BCM Expand Files on BCM Update Bios Status Not Started Not Started Not Started Not Started Swap Active and Inactive Partitions Not Started Data Conversion BCM Initialization Not Started Not Started Overall Progress As each step of the upgrade completes a checkmark appears beside the Action listing and the Action listing and Status line turn from blue to green If there are problems with any step an error message dialog box appears and describes the problem Troubleshooting Upgrade errors on page 43 In the diagram below the first action is complete The second action which is to transfer the files from the CD to the Business Communications Manager produces the secondary dialog box shown over the main screen WARNING Pressing Cancel during file transfers renders your Business Communications Manager out of service until the upgrade is restarted and completed Use only if severe network problems are occurring P0609619 02 Chapter 3 Upgrading pre release BCM 3 6 software 37 Figure 17 Completed actions turn green BCM Information Progress Name pealy08m Action Status VY Prepare BCM for Upgrade Version E Transferring Disk 1 Files IP 47 65 138 59 Profile Lniverssl oe pal bel a alata E Issu Transferred
47. ns adequately documented so you can reinstall them after the upgrade is complete e Policy records Record any Policy information recorded under Services Policy Management This information will need to be re entered after the upgrade User accounts The ModemBackup user account does not exist in BCM 3 6 software removed in BCM 3 5 Other user names and accounts will be copied over as they exist e Push tasks Make a note of any scheduled BRU Archlog or CDR push tasks These will need to be re entered after the upgrade e Diagnostics SSM Sanity test setting returns to default after upgrade e Diagnostics Watchdog Logging setting returns to default after upgrade e Services CDR Record the CDR format and feature code in use e PPPoE If your system is using PPPoE make a note of the system settings e IPX routing WARNING IPX routing is not supported by BCM 3 6 software Business Communications Manager 3 6 Upgrade Guide 8 Chapter 1 Before you begin this upgrade e Private Received Number lengths and OLIs BCM 3 6 software differentiates between public and private received number lengths and public and private outgoing line identification OLD Ifthe DN length and the Public Received Number length target lines are different after the upgrade you will need to manually enter the Private Received Number new field for each of the assigned target lines on your system You will also need to enter a Private OLI new
48. ons Manager software will allow the upgrade e any specific pre installation warnings e the process the upgrade goes through for the type of upgrade you are doing e step by step instructions to guide you through the upgrade Error dialogs may occur during the upgrade Refer to Troubleshooting Upgrade errors on page 43 for explanations of the error dialogs When the upgrade completes successfully go to the Final step Final step After the successful upgrade turn back to this chapter and go to the section that discusses post upgrade activities Post upgrade activities on page 11 Not all of these activities apply to your system but review them then perform the required activities Business Communications Manager 3 6 Upgrade Guide 4 Chapter 1 Before you begin this upgrade Which upgrade do I do There are two upgrade paths based on the software and hardware currently installed in your Business Communications Manager e The first upgrade path described in the chapter Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 on page 17 involves upgrading systems running BCM 3 0 version 4 BCM 3 0 1 build 7 or BCM 3 5 build 2 3a or 2 3b release software to BCM 3 6 software e The second upgrade path described in the chapter Upgrading pre release BCM 3 6 software on page 29 describes how to upgrade systems that are running BCM 3 6 beta software version 1 1 or 1 4 to the BCM 3 6 release software
49. ord Complexity This Upgrade will leave your BCM at its current password complexity settings In order to take advantage of the new Security Enhancements please read the ha If prepared to continue press I Accept otherwise press I Do Not Accept Exit to exit the application Accept Do Not Accept Exit 2 Read the information carefully so that you understand what the upgrade is all about This page explains how the upgrade process works P0609619 02 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 21 3 Click the I Accept button to proceed The sign in page appears as shown in Figure 3 Figure 3 Identifying the system you want to upgrade NORTEL sks IA BCM Upgrade Wizard Enter the following information to allow validation of the BCM Validation time is approximately 1 minute Please identify the BCM by its IP address IP Address i Please enter the BCM Administrator Account information Username Jee_admin BCM Password Upgrade Wizard Press Next to validate the BCM or press Exit to exit the application 4 Enter the IP address of the Business Communications Manager being upgraded Press the space bar to move between fields Format XXX XXX XXX XXX 5 Enter the Username and Password for your system Use an administrator level user name and password 6 Click Next The system goes through some validation steps and then the screen
50. ort this problem Recommended Action Contact support e if the upgrade completes but fails to exit correctly lt Process gt completed but did not set an exit code Select Yes to retry or select No to abort the upgrade and contact Recommended Action Contact support e if one or more services fail to restart within a given period after the upgrade A service has failed to start after 3 attempts Services up timed out Recommended Action Contact support P0609619 02
51. our system has incorrect core telephony software The MSC Core Telephony Software could not be properly recognized Please confirm that the telephones connected to the BCM are functioning The Business Communications Manager 3 6 Upgrade Guide contains further information Recommended Action exit upgrade The verification procedure requires a recognized version of MSC Core Telephony Software If your system generates this error contact your system support for instructions about updating the Core Telephony software Have this information available when you call confirmation that the telephones connected to the system are functioning correctly alist of any software patches that have been applied to the Business Communications Manager e if your system date is set incorrectly The BCM system date must be configured correctly before the BCM 3 6 upgrade will proceed Please configure the BCM system date and restart the BCM 3 6 Upgrade Please see the Business Communications Manager 3 6 Upgrade Guide for further information Recommended Action Go into the Unified Manager System Identification and correct the date then restart the upgrade e if one or more of your system services is missing or improperly configured Missing Service lt service name gt Recommended Action exit upgrade You must have the service issues corrected before you can perform the upgrade Contact your system support services and provide them w
52. pgrade schedule Perform a BRU on the system and store off the hard disk A T amp w P I Didyou amp I changethe No m m d ge admin password iret required 8 Yes l m a Perform a reboot fe from the Unified I Manager menu Systems with BCM200 or BCM400 hardware may receive a BIOS update at this point BCM 3 0 3 0 1 systems Upgrade process Start the upgrade wizard and follow prompts Upgrade wizard runs system verification Files transfer to empty partition on BCM hard disk Ti 3 0 3 0 1 3 5 BCM OS upgrade occurs New files swap into active partition Upgrade complete Perform post upgrade activities and test your system Refer to Post upgrade activities on page 11 Business Communications Manager 3 6 Upgrade Guide 10 Chapter 1 Before you begin this upgrade During upgrade Voice inventory service describes how to start the voice inventory service which if it is not running correctly may produce false errors about the MSC core telephony software Upgrade Wizard BCM status LEDs describes the different states that can display on the LEDs that appear on the final upgrade screen Voice inventory service During system verification at the start of the upgrade the upgrade may display errors about the MSC Core telephony software the MS PECs a
53. r 3 6 Upgrade Guide for supported software releases Recommended Action Exit the upgrade Determine which version is running on your system through Unified Manager Select System On the menu bar click on Tools then select Display System Inventory The current version is displayed in the first table under Version Refer to the recognized versions listed under Upgrade overview on page 9 Contact your system support team for information e if the MS PEC configuration in your system does not match a supported configuration refer to Business Communications Manager pre upgrade requirements on page 5 you may get one of these messages The BCM has a problem with the MS PECs Please see the Business Communications Manager 3 6 Upgrade Guide for supported MS PEC configurations No PECs detected Either bad PECs exist on the MSC card the MSC card is not working properly or an unsupported configuration has been installed Please see the Business Communications Manager 3 6 Upgrade Guide for supported MS PEC configurations Only one PEC detected Either a bad PEC exists on the MSC card the MSC card is not working properly or an unsupported configuration has been installed Please see the Business Communications Manager 3 6 Upgrade Guide for supported MS PEC configurations Only three PECs detected Valid configurations are 4 PEC threes 2 PEC threes or 4 PEC ones Please ensure that all PECs are seated correctly Please see the B
54. rade is complete P0609619 02 Chapter 2 Upgrading a BCM 3 0 3 0 1 or 3 5 system to BCM 3 6 27 Figure 8 Upgrade progression after files installed and expanded r BCH Information gt r Progress Name pealyOSM Action IP 47 65 138 59 Profile Universal Version BCM 3 5 Release 2 3a Expand Files on BCM Prepare BCM for Upgrade Transfer Files to BCM Issue 1 Update Bios r Upgrade Time Started 14 24 Jan 26 Operating System Update ST ee eee Data Conversion BCM Connection BCM Initialization BCM Services Status InProgress Completed N A Swap Active and Inactive Partitions Not Started Not Started Not Started The final action is to re initialize the Business Communications Manager Figure 9 Business Communications Manager initialization pealyO8M 47 65 138 59 Profile Universal Version BCM 3 5 Release 2 3a Expand Files on BCM Issue 1 Prepare BCM for Upgrade Transfer Files to BCM Update Bios r Upgrade Time Started 14 24 Jan 26 Operating System Update BCM Status P Data Conversion BCM Connection BCM Initialization BCM Services Overall Progress Status Completsd N A Swap Active and Inactive Partitions InProgress When the upgrade completes you will receive the following dialog box and the Overall Progress bar will show 100 Business Communications Manager 3 6 Upgrade Guide 28 Chapter 2 Upgrading a BCM 3 0 3
55. rt Ifyou have NetIQ installed you will need to obtain a keycode to be able to access the service in BCM 3 6 Perform BRU on all data Ensure that you have a complete current backup file stored in a location other than on the Business Communications Manager or the computer you are using the run the backup This provides you with a backup of your most recent settings in the event of a system failure during the upgrade Warning Once the upgrade is complete never attempt to run a restore using this AN backup This backup is only to be used if the upgrade fails and your system is no longer functional A BRU backup can only be restored to a system running the same software version from which the BRU was created P0609619 02 Chapter 1 Before you begin this upgrade 9 Upgrade overview The over all upgrade process is similar for both upgrades The following chart provides an overview of the process H Read the prerequisites section ave you No and confirm your hardware read and eontinmes gt and software Refer to prerequisites Prerequisites to the upgrade on page 4 s your system No Call your technical ready for the a support provider if upgrade lt you cannot resolve all issues Do you have _ Nog Obtain a keycode for a keycode for the each system you upgrade intend to upgrade Yes Set u
56. s 20GB with correct partition sizes e 256 MB RAM e BCM1000 BCM400 MSC 1A Media Services Card card with four MS PEC 1s two MS PEC Ms or 4 MS PEC IIIs BCM200 MSC 1B Media Services Card with one or two MS PEC IIIs installed Business Communications Manager operations requirements e Note the IP address of the Business Communications Manager system that you want to upgrade Warning Make a backup of all your data with BRU and store it off the Business AN Communications Manager hard disk Preferably also store it off the hard disk of the computer you are going to use to run the backup This provides you with a back up of your current settings in the event of system failure during the upgrade procedure e Ensure that your Business Communications Manager primary network is on the same network as the computer you will use to run the upgrade We strongly recommend that you use a computer that is within the same subnet as the Business Communications Manager system that you are upgrading Ensure that the network connection is through the primary NIC LAN card Business Communications Manager 3 6 Upgrade Guide 6 Chapter 1 Before you begin this upgrade Ensure that FTP service is enabled on the Business Communications Manager and can be started remotely VoIP trunks Ensure the QoS patch has been installed on all network Business Communications Managers running BCM 3 0 3 0 1 software that will not be upgraded to BCM 3 6 software
57. same source and in the same manner as other system keycodes However the upgrade keycode is entered in the upgrade Wizard rather than into the Unified Manager Refer to Figure 14 on page 34 Note This keycode is different from the one you used to perform upgrades with the pre release upgrade software e Validate hardware requirements e Transfer Business Communications Manager 3 6 software image to the target Business Communications Manager e Perform a system initialization e Start services and verify proper operation Note During this process the Business Communications Manager will perform numerous reboots e When the upgrade is complete the upgrade wizard presents a dialog box indicating that the upgrade is successful and complete Business Communications Manager 3 6 Upgrade Guide 32 Chapter 3 Upgrading pre release BCM 3 6 software Performing the upgrade You are now ready to start the upgrade Warning Do not disturb the upgrade once it starts This could result in data loss or AN other system failures 1 Insert the upgrade CD marked Disk 1 into your CD ROM drive e If your CD ROM drive is configured to run automatically the first page appears e If your CD ROM drive does not run automatically run Startup bat On Windows click Start choose Run enter lt CD drive letter gt Startup bat then click on OK The Welcome page of the upgrade wizard appears Refer to Figure 12 Figure 12 Up
58. talled programs select the program you want to uninstall 4 Click the Add Remove button The program will indicate when the uninstall is complete Installing a client application To install the new version of the application 1 On the Unified Manager main page click the Install Clients button The Download Client Applications page appears 2 Download the desktop clients according to the instructions on the Download Client Applications page 3 Configure the clients according to your system documentation Business Communications Manager 3 6 Upgrade Guide 16 Chapter 1 Before you begin this upgrade Core feature changes for BCM 3 6 The following core telephony features have been added for this release e Private MCDN public networking changes The system can now provide unique public and private settings for outgoing line display public private OLI found under DNs Line Access As well lines can be set to allow or disallow this feature on outgoing calls Send name display found under module settings loop settings and IP trunking Target lines now display fields for both Public and Private received number settings set under Lines Target lines MCDN can process public or private DISA DNs and or public or private Auto DNs set under Access Codes The system can now process separate public and private Received number DN lengths See also Creating numbering plans Outgoing calls Incoming calls
59. ure that your computer is on the same network as your Business Communications Manager primary network We strongly recommend that you use a computer that is within the same subnet as the Business Communications Manager system that you are upgrading Ensure that the network connection is through the primary NIC LAN card Note If there are concerns about network performance use a crossover cable connection to the LAN 1 adapter This latter configuration provides the fastest possible file transfer Computer program requirements Ensure that you have Internet Explorer 5 5 or greater suggested IE 6 0 Ifyou have a personal firewall such as CyberArmor ensure you either turn if off or enter the IP address and netmask of the Business Communications Manager in the file for allowed IP addresses In CyberArmor this is the Friends file P0609619 02 Chapter 1 Before you begin this upgrade 7 e Application requirements Log out of any VNC Telnet PuTTY 3 5 systems or Unified Manager sessions and quit any open Windows applications Caution Do not open any Windows VNC or Unified Manager sessions while you perform the upgrade These sessions can interfere with the progress of the upgrade Pre upgrade record keeping tasks The following information is not preserved by the upgrade process Make a note of the configurations so they can be re entered once the upgrade is complete e Attendant Console BCM 3 6 software do
60. usiness Communications Manager 3 6 Upgrade Guide for supported MS PEC configurations If your configuration is correct this error may also indicate that there is a problem with one of the PEC cards Business Communications Manager 3 6 Upgrade Guide 46 Chapter 4 Troubleshooting Upgrade errors You can check on the status of the PEC cards on the Unified Manager This information is found under Resources Media Services Card on the MS PEC Information tab Refer to Figure 22 Figure 22 MS PEC Information in the Unified Manager 65 138 69 rE EEE prehensive Media Services Card MSC Infomation MS PEC Information i Delete Del All MS PEC Information BCM 47 65 138 69 Location Slot Tune Hardware ID System Slot 1 MS PEC 1 1 Enabled N A ry A Slot 2 MS PEC 1 1 Enabled N A WAN Slot 3 MS PEC 1 1 Enabled N A Media Services Card Slot 4 MS PEC 1 1 Enabled N24 MSC Configuration 4 e if your system does not have the required 256 MB RAM installed The BCM does not have sufficient memory Only lt memory size gt detected Please see the Business Communications Manager 3 6 Upgrade Guide for required memory configuration Recommended Action exit the upgrade You will be unable to continue with the upgrade until you update the RAM in your Business Communications Manager base unit Refer to the Business Communications Manager Instal
61. ve Partitions Completed N A F Data Conversion BCM Status BCM Connection BCM Initialization In Progress BCM Services Business Communications Manager 3 6 Upgrade Guide 40 Chapter 3 Upgrading pre release BCM 3 6 software When the upgrade completes you will receive the following dialog box and the Overall Progress bar will show 100 Figure 20 Successful upgrade completion indicator NORTEL sks YZ Upgrade Complete The BCM 3 6 Upgrade has completed successfully Please refer to the BCM 3 6 Upgrade Guide for post upgrade instructions 12 Click OK to exit the dialog Figure 21 Final upgrade screen with green BCM status LEDs K BCM Upgrade Wizard BCM 3 6 Upgrade File Options Help NORTEL IA BCM Upgrade W biose sareen BCM Information Progress Name pealy08m Action Status IP 47 65 138 59 Prepare BCM for Upgrade Profile Universal Version BCM 3 6 Transfer Files to BCM Hoes 1 Expand Files on BCM Issue 1 _ ___ Update Bios BCM is operational Started i 13 08 Mar 04 gt Swap Active and Inactive Partitions Completed 14 24 Mar 04 Data Conversion BEA Coanecton BCM Initialization BCM Services Overall Progress 100 On the upgrade wizard screen note that both BCM Status LEDs are green P0609619 02 Chapter 3 Upgrading pre release BCM 3 6 software 41 13 Click on the close box at the right upper corner to exit the upgrade wiz

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