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Cisco Unity Installation Manual

Cisco Unity Installation Manual

Cisco unity server installation guide
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Summary of Contents for Cisco Unity

  • Page 1 ONLINE DOCUMENT Installation Guide To print this book a On the File menu, click “Print.” b To print the entire book, click “OK.” To print a portion of the book, type a range of pages, then click “OK.”...
  • Page 3 Installation Guide VERSION 2.4...
  • Page 4 © 2000 Cisco Systems, Inc. All rights reserved. Second edition 2000. Unity is a trademark, and ActiveAssistant, ActiveFax, Cisco, Cisco Systems, Repartee, Replay, and ViewMail are registered trademarks of Cisco Systems, Inc. in the United States and certain other countries.

  • Page 5: Table Of Contents

    Changing passwords ............45 Assigning a static IP address ..........47 Installing Windows NT Ser ver ..........49 Confirming that the Unity or ActiveFax server is getting an IP address ..............54 Establishing trust relationships .......... 56 Adding account permissions ..........58 Installing Exchange ............

  • Page 6: Unity Installation

    Creating an Outlook user profile ......... 80 Creating an emergency repair disk ........82 CHAPTER 4: Setting up the integration ......85 Configuring Unity to work with the phone system ....86 Programming the phone system ......... 90 Testing the integration ............. 92 CHAPTER 5: Upgrading hardware and software ....
  • Page 7 APPENDIX C: Using the Unity Administrator and Status Monitor ......... 167 Using the Unity Administrator .......... 168 Using the Status Monitor ..........170 INDEX ............173 CONTENTS...
  • Page 8 UNITY INSTALLATION GUIDE...

  • Page 9: Introduction

    CHAPTER 1 Introduction In this chapter... About this guide........................2 New in this guide ......................4 Introducing Unity......................5...

  • Page 10: About This Guide

    Server, or Windows ® 2000 Server. If you are installing Unity as an e-mail server or on a network with existing Exchange servers, you need a working knowledge of Exchange and Win- dows NT/2000. You can find compliance information for third-party electronic devices in the manufacturer’s documentation included in the...

  • Page 11: Unity Server

    The “Do this section?” table (exam- Installation Guide navigation DO THIS SECTION? ple at left) at the beginning of each section lists the Unity config- urations as well as ActiveFax on a separate server, and identifies TURNKEY whether the section applies to a configuration. When the section...

  • Page 12: New In This Guide

    New in this The Unity Installation Guide documents a number of new features and includes some improvements. guide Item Description Documentation of item A more intuitive Unity Setup The Setup program: “Installing Unity and program ActiveFax,” on page 69 Can be displayed in multiple languages.

  • Page 13: Introducing Unity

    Exchange also provides gateway access to other messaging systems. ActiveFax, the optional fax component of ActiveFax for Unity Unity, provides fax server functionality on the Unity server or on a separate server. When an installation includes integrating a Fax server software third-party fax server with Unity, the fax server software is installed on the fax server.

  • Page 14: Introducing Unity

    Voice messages appear as e-mail messages with attached WAV files. Outlook 97, Outlook 98, or Windows messaging client Outlook 2000 must be running on the Unity server for troubleshooting. The following illustration shows a full-featured Unity installation:...
  • Page 15 Microsoft Certified System Engi- neer (MCSE). If you are installing Unity in a multisite Exchange network in which site connectors have been set up, the Exchange message transfer agent will route voice messages automatically, according to the settings for e-mail.
  • Page 16 UNITY INSTALLATION GUIDE...

  • Page 17: Installation Overview

    CHAPTER 2 Installation overview In this chapter... Unity configurations ..................... 10 Separate ActiveFax server................... 13 Turnkey and component systems................14 Task list: Voice mail only....................16 Task list: Voice mail with LAN administration ............18 Task list: Unified messaging, one Exchange server..........20 Task list: Unified messaging in an existing Exchange site.......

  • Page 18: Unity Configurations

    Unity administration may be performed over the network. Subscribers have access to the Unity ActiveAssistant. Voice-mail and e-mail attributes, if any, on subscriber accounts must be administered separately. ActiveFax may be installed on the Unity server or on a sepa- rate server. UNITY INSTALLATION GUIDE...
  • Page 19 Unified messaging, one Exchange server Cisco requires that anyone installing a Unity server as a unified messaging server be an MCSE. In this configuration, the Unity server is the only Exchange server in the site. The Unity server can handle voice, e-mail, and fax mes- sages.
  • Page 20 Unified messaging in an existing Exchange site Continued Cisco requires that anyone installing a Unity server as a unified messaging server be an MCSE. In this configuration, the Unity server is connected to other Exchange servers in the same site or in multiple sites.

  • Page 21: Separate Activefax Server

    Separate When ActiveFax is installed on a separate server, the server has the following characteristics. ActiveFax The ActiveFax server handles only fax messages. server Fax messages are routed to the message store on the sub- scribers’ Exchange home server; they are not saved on the ActiveFax server.

  • Page 22: Turnkey And Component Systems

    Turnkey and Unity can be purchased as a turnkey system or as a component system. Your installation tasks depend on the configuration and component the type of system you are installing. systems Turnkey system A turnkey system comes with all voice and fax boards, Windows NT Server, Exchange Server, and Unity already installed.
  • Page 23 Cisco or a Cisco dealer, or they may be pur- chased from another vendor. If you are installing Unity as a component system or if you are installing ActiveFax on a separate fax server, the Installation Guide documents how to install software on a server that came with a blank hard disk.

  • Page 24: Task List: Voice Mail Only

    3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Start the Unity server and log on to Windows NT. See page 44. 6 Change passwords. See page 45.
  • Page 25 10 Install Unity and ActiveFax. See page 69. 11 Create an Outlook user profile. See page 80. 12 Create an emergency repair disk. See page 82. 13 Configure Unity to work with the phone system. See page 86. 14 Program the phone system. See page 90.

  • Page 26: Task List: Voice Mail With Lan Administration

    3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Start the Unity server and log on to Windows NT. See page 44. 6 Change passwords. See page 45.
  • Page 27 3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Install Windows NT/2000 Server. See page 49. 6 Confirm that the Unity server is getting an IP address. See page 54. 7 Install Exchange Server. See page 60.

  • Page 28: Task List: Unified Messaging, One Exchange Server

    3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Start the Unity server and log on to Windows NT. See page 44. 6 Change passwords. See page 45.
  • Page 29 3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Install Windows NT Server. See page 49. 6 Confirm that the Unity server is getting an IP address. See page 54. 7 Install Exchange Server. See page 60.
  • Page 30 3 Install or reseat voice and fax boards. See page 33. 4 Set up the Unity server. See page 40. 5 Install Windows NT/2000 Server. See page 49. 6 Confirm that the Unity server is getting an IP address. See page 54. 7 Install Exchange Server. See page 60.

  • Page 31: Task List: Unified Messaging In An Existing Exchange Site

    4 Set up the Unity server. See page 40. 5 Install Windows NT Server. See page 49. 6 Confirm that the Unity server is getting an IP address. See page 54. 7 Establish trust relationships (only if the Unity server is a Windows NT PDC).
  • Page 32 4 Set up the Unity server. See page 40. 5 Install Windows NT/2000 Server. See page 49. 6 Confirm that the Unity server is getting an IP address. See page 54. 7 Establish trust relationships (only if the Unity server is a Windows NT PDC or Windows 2000 domain controller).

  • Page 33: Task List: Activefax On A Separate Server

    5 Confirm that the ActiveFax server is getting an IP address. See page 54. 6 Establish trust relationships (only if the ActiveFax and Unity servers are in different domains). See page 56. 7 Install ActiveFax. See page 69. 8 Set up fax ports for ActiveFax. See page 75.
  • Page 34 UNITY INSTALLATION GUIDE...

  • Page 35: Installing A Unity System

    Installing or reseating voice and fax boards ............33 Setting up the Unity or ActiveFax server............... 40 Starting the Unity server and logging on to Windows NT/2000 ....44 Changing passwords ....................45 Assigning a static IP address ..................47 Installing Windows NT Server..................

  • Page 36: Installer's Checklist

    Installer’s Basic requirements checklist The Unity Integration Guide, if provided (the guide is pro- vided for some phone systems; see the list on page 90). A Unity system key that enables the appropriate integration, DO THIS SECTION? number of voice and fax ports, and other options.
  • Page 37 An understanding of any trust relationships that must be set up among domains. (You may need to establish trust relationships between the Unity server’s domain and other domains.) Access to the administrator account on each domain. A backup of any Exchange or Windows NT/2000 servers (in the unlikely event you need to restore data).
  • Page 38 TURNKEY SYSTEM All configurations Exporting information from Repartee or Replay Plus, page 31 COMPONENT SYSTEM All configurations Exporting information from Repartee or Replay Plus, page 31 ACTIVEFAX SERVER Installing or reseating voice and fax boards, page 33 UNITY INSTALLATION GUIDE...

  • Page 39: Exporting Information From Repartee Or Replay Plus

    33. from Repartee For an upgrade to Unity from Repartee version 7.40 or later or from Replay Plus version 6.7 or later, the following subscriber or Replay Plus information from the previous system can be used:...
  • Page 40 Remove the disk and set it aside for later use. Next section TURNKEY SYSTEM All configurations Installing or reseating voice and fax boards, page 33 COMPONENT SYSTEM All configurations Installing or reseating voice and fax boards, page 33 UNITY INSTALLATION GUIDE...

  • Page 41: Installing Or Reseating Voice And Fax Boards

    Installing or Do this section if you are installing a new Unity system. For information on adding or changing voice or fax boards, see reseating voice “Upgrading a Unity or ActiveFax server,” on page 100. and fax boards Voice boards supported in Unity Board Dialogic D/41D™, version 3 or later...
  • Page 42 To reseat voice and fax boards a If the Unity server is not already plugged into an outlet, plug it in now to provide a signal path to earth ground. b If you already turned on the Unity server, shut down Unity and then shut down the Unity server.

  • Page 43: Shutting Down

    Unity Setup pro- gram. To install voice or fax boards a If the Unity or ActiveFax server is not already plugged into an outlet, plug it in now to provide a signal path to earth ground.
  • Page 44 Do not do the procedures under “Software setup” for NOTE: your voice board in Appendix A at this time. The Unity Instal- lation Guide alerts you when to do the procedures later in the installation. f For VoiceBridge 2000 boards, record the serial number of each VoiceBridge 2000 board and its position relative to the D/160SC board on the “Voice board worksheet,”...
  • Page 45 If you are cabling three or more boards together, connect the first connector on the cable to the first board, the sec- ond connector to the second board, and so on. j Replace the cover of the server or expansion chassis. Continued CHAPTER 3: Installing a Unity system...
  • Page 46 Continued 32-bit PCI slots ISA slots Dell 2300 Unity server This is a view of the right side with the cover removed. Begin installing voice boards at the bottom slot and work toward the top slot. Full-length 64-bit PCI slots...
  • Page 47 Next section TURNKEY SYSTEM All configurations Setting up the Unity or ActiveFax server, page 40 COMPONENT SYSTEM All configurations Setting up the Unity or ActiveFax server, page 40 ACTIVEFAX SERVER Setting up the Unity or ActiveFax server, page 40 CHAPTER 3: Installing a Unity system...

  • Page 48: Setting Up The Unity Or Activefax Server

    Contact the dealer for more server information. A turnkey Unity server is configured for a specific hardware setup. Do not add or change any hardware on the Unity server, DO THIS SECTION? except to add memory, or voice or fax boards. TURNKEY...
  • Page 49 Unity or ActiveFax server,” on page 42. See “Hardware set- tings” for your voice or fax board in Appendix A for information about pinouts on boards in the Unity server. Refer to the follow- ing list for connection information for an integration type or a...
  • Page 50 Attach peripheral devices and the network cable, if appro- priate, to the server. c Attach the “Voice server” system key to the Unity server. If you are setting up a separate ActiveFax server, attach the “Fax server” system key. If you are connecting a printer to either server, plug it into the parallel port on the key.
  • Page 51 Next section TURNKEY SYSTEM Voice mail only Starting the Unity server and logging on to Windows NT/2000, page 44 Voice mail with LAN admin Starting the Unity server and logging on to Windows NT/2000, page 44 Unified, one Exchange server...

  • Page 52: Star Ting The Unity Ser Ver And Logging On To

    Starting the To start the Unity server and log on to Windows NT/2000 Unity server a Turn on the Unity server. and logging on b When you see the Begin Logon dialog box, press to Windows CTRL+ALT+DELETE. NT/2000 c In the Logon Information dialog box, type Administrator the “User name”...

  • Page 53: Changing Passwords

    ActiveFax services: Unified, existing Exchange site LFAvLic ACTIVEFAX SERVER LFExGateway LFusync f Shut down and restart the Unity server. For more informa- tion, see “Shutting down and starting Unity,” on page 164. Continued CHAPTER 3: Installing a Unity system...
  • Page 54 Creating an Outlook user profile, page 80 Voice mail with LAN admin DHCP server on the network Confirming that the Unity or ActiveFax server is getting an IP address, page 54 No DHCP server Assigning a static IP address, page 47...

  • Page 55: Assigning A Static Ip Address

    Dynamic Host Configuration Pro- IP address tocol (DHCP) server or assign a static IP address to the Unity server. (The Unity server is configured to automatically obtain an IP address from the DHCP server once the Unity server is physi- cally connected to the network.

  • Page 56: Assigning A Static Ip Address

    Continued “Properties.” f Specify the IP address, subnet mask, and default gateway. g Click “OK.” h Restart the Unity server. For more information, see “Shut- ting down and starting Unity,” on page 164. Next section TURNKEY SYSTEM Voice mail with LAN admin...

  • Page 57: Installing Windows Nt Server

    The following procedures describe how to install Windows NT version 4.0 by using the disks that are currently shipping with Windows NT Unity. If you are using different disks or are installing Windows 2000, the installation process may differ. Server NOTE: If you are setting up a separate ActiveFax server, you can install Windows NT Workstation instead of Windows NT Server.
  • Page 58 Installing Windows server type: NT Server For the Unity server, click if the server will be a Continued stand-alone voice messaging server or if you want to create a new domain. For the ActiveFax server, click if you want to create a new domain.
  • Page 59 Run Setup.exe in the root directory of the compact disc. d Follow the on-screen prompts until you are prompted to select a type of install. e Click “Minimum.” f Follow the on-screen prompts, and accept all default values. Continued CHAPTER 3: Installing a Unity system...
  • Page 60 NT Server integrations Continued If you are using a serial integration to connect the Unity or ActiveFax server and the phone system, do the following proce- dure to ensure that Windows NT does not mistake the serial con- nection for a serial mouse.
  • Page 61 Next section TURNKEY SYSTEM Unified, one Exchange server Confirming that the Unity or ActiveFax server is getting an IP address, page 54 Unified, existing Exchange site Confirming that the Unity or ActiveFax server is getting an IP address, page 54...

  • Page 62: Confirming That The Unity Or Activefax Server Is Getting An Ip Address

    Confirming After you have connected the Unity or ActiveFax server to a net- work that has a DHCP server, or you have assigned a static that the address to the server, do the following procedure for the server to confirm that it has a valid IP address.

  • Page 63: Establishing Trust Relationships

    Unity server is a PDC Setting up fax ports for ActiveFax, page 75 or, if no ActiveFax, Creating an Outlook user profile, page 80 Unity server is a member server Installing Exchange, page 60 Unified, existing Exchange site Unity server is a PDC...

  • Page 64: Establishing Trust Relationships

    Establishing When you install Unity as a PDC (Windows NT) or domain con- troller (Windows 2000) on a network that has other Exchange trust servers, you must establish a trust relationship with any domain that contains an Exchange server. You must establish trusts relationships before installing Exchange.
  • Page 65 Or on the Windows 2000 Start menu, click Administrative Tools > Active Directory Domains and Trusts. c Add the domain that contains the Unity server as a trusting domain. (For more information, see the Windows “User Manager for Domains” or “Active Directory” Help.)

  • Page 66: Adding Account Permissions

    Windows NT/2000 domain administrator account. To add account permissions DO THIS SECTION? Do this procedure on an Exchange server other than the Unity server. Repeat it on the Unity server if you want to allow either TURNKEY SYSTEM page server to administer the other.
  • Page 67 Next section TURNKEY SYSTEM Unified, existing Exchange site Installing Exchange, page 60 COMPONENT SYSTEM Unified, existing Exchange site Installing Exchange, page 60 CHAPTER 3: Installing a Unity system...

  • Page 68: Installing Exchange

    Exchange When there is an existing Exchange site and you Join a site want to add the Unity server to that site, join the existing site. Create a site When the Unity server is the only Exchange server DO THIS SECTION?
  • Page 69 On the Start menu, click Programs > Microsoft Exchange > Microsoft Exchange Administrator. b In the dialog box that appears, click “Browse.” c In the Server Browser dialog box, click the name of the Unity server (Unity-PDC1 is the default value on a turnkey sys- tem), then click “OK.”...
  • Page 70 Run Setup.exe. c Follow the on-screen prompts to complete the installation. Next section TURNKEY SYSTEM Unified, one Exchange server Unity server is a member server Installing Microsoft Data Access Components, page 63 Unified, existing Exchange site Installing Microsoft Data Access...

  • Page 71: Installing Microsoft Data Access Components

    Microsoft Data Access Components (MDAC) version 2.5 or later must be installed before you install Unity. If you installed Microsoft Data Windows 2000 on the Unity server, you can skip this procedure because the correct version of MDAC was installed automati- Access cally.

  • Page 72: Installing Other Software

    Follow the instructions that come with each software package to install Symantec pcAnywhere and Symantec Norton Utilities software (install only Speed Disk and Norton Disk Doctor). The Unity documentation is available on the Unity compact disc in Adobe ® Acrobat ®...

  • Page 73: Installing Windows Nt Service Pack 6A

    Voice mail with LAN admin f Shut down and restart the server. Unified, one Exchange server Unity server is a PDC Continued Unity server is a member server Unified, existing Exchange site COMPONENT SYSTEM All configurations ACTIVEFAX SERVER CHAPTER 3: Installing a Unity system...

  • Page 74: Feature-Set Boards

    Next section Windows NT Service Pack 6a TURNKEY SYSTEM Continued Unified, one Exchange server Unity server is a member server Installing Unity and ActiveFax, page 69 Unified, existing Exchange site Installing Unity and ActiveFax, page 69 COMPONENT SYSTEM All configurations...

  • Page 75: Finding I/O Addresses For Voicebridge 2000 Feature-Set Boards

    I/O addresses 0224–022B are available, the base address for the first board is 0224 and the base address for the second board is 0228. On Unity turnkey sys- tems, the base addresses have been set to 220, 224, 228, 22C, 230, and 234.

  • Page 76: Boards

    VoiceBridge 4 Same as first VoiceBridge slave D/160SC same as first D/160 VoiceBridge 5 Same as first VoiceBridge slave VoiceBridge 6 Same as first VoiceBridge slave Next section COMPONENT SYSTEM All configurations Installing Unity and ActiveFax, page 69 UNITY INSTALLATION GUIDE...

  • Page 77: Installing Unity And Activefax

    The Windows NT/2000 account that you log on with to install Unified, one Exchange server Unity and ActiveFax on the Unity server has a significant impact Unity server is a PDC on the installed Unity system, so choose this account carefully.
  • Page 78 Installing Unity and If you are installing ActiveFax, the account used for installation on the Unity server must be the account that Exchange on the ActiveFax Unity server starts with. By default, this is the account that Continued Exchange was installed with.
  • Page 79 Log on to Windows NT/2000 by using the account you chose to use for installation. d Insert the Unity compact disc in the CD-ROM drive. e Browse to the root directory of the Unity compact disc, and run Setup.exe. f Choose the language in which you want to view Setup prompts, and click “OK.”...
  • Page 80 LAN administration or as a unified messaging server in an exist- ing Exchange site. Other configurations are not supported. a Confirm that the Unity system key is connected to the Unity server. b Confirm that all voice and fax boards have been installed and set up according to the “Hardware settings”...
  • Page 81 If you already installed ActiveFax on a separate server or if you want to install ActiveFax on the Unity server, also select the “Install fax server” check box. (If ActiveFax is installed on another server, you still need to install the Exchange fax gateway on the Unity server.)

  • Page 82: Activefax

    Next section ActiveFax TURNKEY SYSTEM Continued Unified, one Exchange server Unity server is a member server Setting up fax ports for ActiveFax, page 75 or, if no ActiveFax, Creating an Outlook user profile, page 80 Unified, existing Exchange site Setting up fax ports for ActiveFax, page 75...

  • Page 83: Setting Up Fax Ports For Activefax

    Unified, existing Exchange site The number of fax ports available to ActiveFax is specified on the Unity system key (or on the ActiveFax system key if ActiveFax is on a separate server). If the number on the key is less than the...

  • Page 84: Setting Up Fax Ports For Activefax

    If “Setup!” on the FAX Monitor menu bar is available, skip to step c. If “Setup!” is unavailable, click “Stop” on the LFdriver menu. (Stopping the driver may take a few minutes.) c On the menu bar, click “Setup!” UNITY INSTALLATION GUIDE...
  • Page 85 Select the fax port for which you are entering information. c If ActiveFax has just been installed, skip to step d. (The Unity Setup program automatically detected information about the fax port. The “Board type” box displays the type of fax board in the Unity server.)
  • Page 86 Click “OK.” The FAX Monitor window reappears. To start the LFdriver If Unity is running, you must start the LFdriver so that faxes can be sent and received. In the FAX Monitor window, click “Start” on the LFdriver menu.
  • Page 87 Unified, one Exchange server “Creating an Outlook user profile,” on page 80 Unified, existing Exchange site “Creating an Outlook user profile,” on page 80 ACTIVEFAX SERVER “Creating an emergency repair disk,” on page 82 CHAPTER 3: Installing a Unity system...

  • Page 88: Creating An Outlook User Profile

    Creating an To use Outlook for troubleshooting, you must create an Outlook user profile on the Unity server for at least one Unity subscriber. Outlook user profile To create an Outlook user profile a On the Windows Start menu, click Settings > Control Panel.
  • Page 89 Next section TURNKEY SYSTEM All configurations Creating an emergency repair disk, page 82 COMPONENT SYSTEM All configurations Creating an emergency repair disk, page 82 CHAPTER 3: Installing a Unity system...

  • Page 90: Creating An Emergency Repair Disk

    Label the repair disk and repair disk store it in a secure location. Unity stores a lot of information in the Windows NT/2000 regis- try; however, the registry record on the repair disk is not a sub- DO THIS SECTION? stitute for a comprehensive strategy for backing up Unity.
  • Page 91 Next section TURNKEY SYSTEM All configurations Configuring Unity to work with the phone system, page 86 COMPONENT SYSTEM All configurations Configuring Unity to work with the phone system, page 86 ACTIVEFAX SERVER What’s next, page 113 CHAPTER 3: Installing a Unity system...
  • Page 92 UNITY INSTALLATION GUIDE...

  • Page 93: Setting Up The Integration

    CHAPTER 4 Setting up the integration In this chapter... Configuring Unity to work with the phone system........... 86 Programming the phone system ................90 Testing the integration ....................92...

  • Page 94: Configuring Unity To Work With The Phone System

    Unity to work with the phone To verify phone system information system a In the Unity Administrator, go to System > Switch. For more information, see “Using the Unity Administrator,” on page 168. DO THIS SECTION? TURNKEY...
  • Page 95 If necessary, edit the message waiting indicator resync time. h Click the Save icon. i Shut down and restart Unity for the phone system settings to take effect. Continued CHAPTER 4: Setting up the integration...
  • Page 96 This helps minimize the possibility of a collision, in which an incoming call arrives on a port at the same time that Unity takes the port off-hook to dial out.
  • Page 97 Click the Save icon. question mark link next to a set- ting for information about that g Shut down and restart the Unity server. For more informa- setting. tion, see “Shutting down and starting Unity,” on page 164. Next section...

  • Page 98: Programming The Phone System

    Programming In this section, you program the phone system to work with Unity. The instructions that you use depend on whether a Unity the phone Integration Guide came with Unity. The guide is provided for inte- grations with the following phone systems:...
  • Page 99 This code is the number that subscribers dial internally to connect to the Unity server. d Program which trunks (if any) will route to the voice messag- ing extensions.

  • Page 100: Testing The Integration

    Testing the In this section, you test whether Unity and the phone system are integrated correctly. integration Unity comes with a test subscriber, Example Subscriber. First, you assign an extension to Example Subscriber so that you can leave a message. Then, you use Example Subscriber to test the integration.
  • Page 101 Select a transfer type. If the phone system does not forward calls to the subscriber’s greeting, use “Supervise transfer.” h Select the number of rings to wait before Unity recalls a call. i If you made a change, click the Save icon.
  • Page 102 To test release transfers If you are not using release transfers, skip this test. a Disconnect a line from Unity and connect it to a test phone (Phone 1). This may require a line splitter or a breakout box. For information on setting up the test, see “Troubleshooting preparation,”...
  • Page 103 To test supervised transfers If you are not using supervised transfers, skip this test. a Disconnect a line from Unity and connect it to a test phone (Phone 1). This may require a line splitter or a breakout box. For information on setting up the test, see “Troubleshooting preparation,”...
  • Page 104 Unity’s ports are handling calls correctly. NOTE: The Status Monitor requires Internet Explorer version 5 or later. a On the Unity server, double-click the desktop shortcut to the Status Monitor. b Click the Port Status icon. UNITY INSTALLATION GUIDE...
  • Page 105 Leave a message that is at least 5 seconds long. e Confirm that the message waiting indicator (MWI) on the phone assigned to Example Subscriber is on. If the MWI is not on, see Chapter 5 of the Unity Trouble- shooting Guide. Continued...
  • Page 106 Retrieve the message and confirm that the message waiting Testing the indicator is off. integration If the MWI is not off, see Chapter 5 of the Unity Trouble- Continued shooting Guide. To test the hunt group a Busy the first voice messaging port.

  • Page 107: Upgrading Hardware And Software

    CHAPTER 5 Upgrading hardware and software In this chapter... Upgrading a Unity or ActiveFax server ..............100 Adding or removing languages................111 System key upgrades....................112...

  • Page 108: Upgrading A Unity Or Activefax Server

    111. Backing up the Unity server Back up the Unity server in case the upgrade process fails and you need to restore the Unity server to its original state. Use whatever process you normally use to back up the entire con- tents of the Unity server.
  • Page 109 Shut down Unity if it is running. b On the Windows Start menu, click Programs > Dialogic Sys- tem Software > Dialogic Configuration Manager to start the DCM.
  • Page 110 Otherwise, click “Reboot.” (The Dialogic-triggered restart may not restart the system; in this case, manually restart.) w After restarting, log on. x With Windows Explorer, browse to the directory where Unity is installed (C:\CommServer by default) and delete the TSPSetup directory.
  • Page 111 Removing Voice Technologies Group feature-set board software Do the following procedure if the Unity server contains Dialogic D/160SC voice boards and Voice Technologies Group Voice- Bridge 2000 feature-set boards, and if you are: Upgrading Unity software to version 2.4. Adding or changing voice boards, even if you are adding boards of the same type.
  • Page 112 Upgrading a Unity or Removing NMS voice board software ActiveFax server Do the following procedure if the Unity or ActiveFax server con- Continued tains NMS voice or fax boards, and if you are: Upgrading Unity software to version 2.4. Adding or changing voice boards, even if you are adding boards of the same type.
  • Page 113 Do the following procedure if you are adding or changing voice or fax boards, even if you are adding boards of the same type. To add or change voice or fax boards in the Unity or ActiveFax server Do the procedure “To install voice or fax boards,” on page 35.
  • Page 114 You install ActiveFax first. When you upgrade the Unity software on the Unity server, you are prompted to specify the name of the server on which ActiveFax is installed. The Unity Setup program then verifies that ActiveFax is running on that server.
  • Page 115 Follow the on-screen prompts to complete the installation. k Restart the ActiveFax server. To remove ActiveFax from the Unity server Do this procedure if you are moving ActiveFax from the Unity server to a separate server. a On the Windows Start menu, click Settings > Control Panel.
  • Page 116 NOTE: When you upgrade the Unity software, any diagnostic traces that were turned on are automatically turned off. a Confirm that the Unity system key is connected to the Unity server. b Confirm that all voice and fax boards have been installed and set up according to the “Hardware settings”...
  • Page 117 If you already installed ActiveFax on a separate server or if you want to install ActiveFax on the Unity server, also select the “Install fax server” check box. (If ActiveFax is installed on another server, you still need to install the Exchange fax gateway on the Unity server.)
  • Page 118 Upgrading a Unity or Resetting the Dialogic quiet parameter ActiveFax server Do the following procedure if the Unity server contains Dialogic Continued voice boards and if you are: Upgrading Unity and ActiveFax to version 2.4 Adding or changing voice boards, even if you are adding boards of the same type.

  • Page 119: Adding Or Removing Languages

    Adding or The Unity installation discs include all of the files for all of the languages in which Unity is available. You can install as many removing languages as you want. The Unity system key specifies how many of these languages can be available at one time.

  • Page 120: System Key Upgrades

    System key The Unity system key controls access to certain Unity features (for example, the licensed number of voice ports and the phone upgrades system integration). For information about adding licenses or features to the system key, contact your Unity dealer.
  • Page 121 WHAT’S NEXT You have completed the installation and preliminary setup tasks. If you are continuing the Unity setup, see the Unity Sys- tem Administration Guide to: Work with the system administrator to make decisions about system configuration. Customize system settings.
  • Page 122 UNITY INSTALLATION GUIDE...

  • Page 123: Voice And Fax Boards

    APPENDIX A Voice and fax boards In this chapter... Dialogic D/41D voice board..................116 Dialogic D/41E PCI voice board ................119 Dialogic D/41ESC voice board.................121 Dialogic D/41ESC-Euro voice board..............124 Dialogic D/120JCT-LS voice board.................127 Dialogic D/160SC voice board.................129 Dialogic D/160SC-LS voice board ................132 Dialogic D/240PCI-T1 voice board.................136 Dialogic GammaLink CP4/LSI Series 1 fax board..........138 Dialogic GammaLink CP4/LSI Series 2 (CPi/400) fax board ......140...

  • Page 124: Dialogic D/41D Voice Board

    Lines 1 & 2 Lines 3 & 4 Pin 1: Second port tip Pin 2: First port tip Pin 3: First port ring Pin 4: Second port ring Connection pinouts Voice board backplate The D/41D uses RJ-14 connectors. UNITY INSTALLATION GUIDE...
  • Page 125 Hardware settings Do the following procedures as you install voice boards. To set switch block SW1 and jumpers JP5, JP6, and JP7 The switch block SW1 and jumper JP6 settings identify the voice board’s memory address, which in turn specifies which voice messaging ports are on which board.
  • Page 126 Dialogic D/41D Software settings voice board During Unity Setup, do the following procedure when the Dia- Continued logic Board Configuration dialog box appears. To enter Dialogic settings during Unity Setup a Change the value of “Number of boards” to the number of Dialogic D/41D boards in the server.

  • Page 127: Dialogic D/41E Pci Voice Board

    Dialogic Jumpers Jumpers D/41E PCI Switch Switch JP2–JP5 JP6–JP7 voice board Side view Line 1 Line 2 Line 3 Line 4 Pin 1: Unused Pin 2: Tip Pin 3: Ring Pin 4: Unused Connection pinouts Voice board backplate The D/41E PCI uses RJ-11 connectors.
  • Page 128 For example, set the rotary switch on the first three PCI voice boards in the Unity server as shown below. This is also the order in which you install the boards in the server. First PCI board...

  • Page 129: Dialogic D/41Esc Voice Board

    Dialogic SC bus connector Switch SW1 Switch block SW2 D/41ESC voice board Top view Side view Line 1 Line 2 Pin 1: Unused Line 3 Pin 2: Tip Pin 3: Ring Line 4 Pin 4: Unused Connection pinouts Voice board backplate The D/41ESC uses RJ-11 connectors.
  • Page 130 For example, set the rotary switch on the first three ISA voice boards in the Unity server as shown below. This is also the order in which you install the boards in the server. First ISA board...
  • Page 131 Software settings During Unity Setup, do the following procedure when the Dia- logic D/SC Configuration dialog box appears. To enter Dialogic settings during Unity Setup a Change the value of “BLTInterrupt” to “5.” b Change the value of “BLTAddress” to the appropriate value: Select “D0000.”...

  • Page 132: Dialogic D/41Esc-Euro Voice Board

    D/41ESC-Euro voice board Top view Side view Line 1 Line 2 Pin 1: Unused Line 3 Pin 2: Tip Pin 3: Ring Line 4 Pin 4: Unused Connection pinouts Voice board backplate The D/41ESC-Euro uses RJ-11 connectors. UNITY INSTALLATION GUIDE...
  • Page 133 For example, set the rotary switch on the first three ISA voice boards in the Unity server as shown below. This is also the order in which you install the boards in the server. First ISA board...
  • Page 134 Close the DCM. h In the Dialogic D/SC Configuration dialog box, click “OK” to continue with Unity setup. i Return to the procedure that you were doing when the Dia- logic D/SC Configuration dialog box appeared.

  • Page 135: Dialogic D/120Jct-Ls Voice Board

    Dialogic Switch SW1 Switch SW100 D/120JCT-LS voice board Top view CT bus connector Side view Lines 1 and 2 Lines 3 and 4 Lines 5 and 6 Lines 7 and 8 Pin 6: Earth recall 2 Lines 9 and 10 Pin 5: Ring 2 Lines 11 and 12 Pin 4: Tip 1...
  • Page 136 For example, set the rotary switch on the first three PCI voice boards in the Unity server as shown below. This is also the order in which you install the boards in the server. First PCI board...

  • Page 137: Dialogic D/160Sc Voice Board

    Dialogic SC bus connector Switch SW 100 D/160SC voice board Top view Side view Continued APPPENDIX A: Voice and fax boards...
  • Page 138 SC bus cable. If there are not enough slots in the Unity server, then you must put all of the boards into an expan- sion chassis.
  • Page 139 Software settings During Unity Setup, the Dialogic D/SC Configuration dialog box appears. Do the following procedure after you have done the pro- cedure “To enter VoiceBridge 2000 settings during Unity Setup,” on page 161. To enter Dialogic settings during Unity Setup a Change the value of “BLTInterrupt”...

  • Page 140: Dialogic D/160Sc-Ls Voice Board

    SC bus Switch Switch SW100 SW600 connector D/160SC-LS voice board Top view DB-37 connector Side view Pin 1 Pin 20 Connection pinouts The D/160SC-LS uses a DB-37 connector. See the table on the next page for pinout information. UNITY INSTALLATION GUIDE...
  • Page 141 DB-37 pinouts Line number Tip connection Ring connection Pin 1 Pin 18 Pin 2 Pin 19 Pin 3 Pin 20 Pin 4 Pin 21 Pin 5 Pin 22 Pin 6 Pin 23 Pin 7 Pin 24 Pin 8 Pin 25 Pin 9 Pin 26 Pin 10...
  • Page 142 For example, set the rotary switch on the first three ISA voice boards in the Unity server as shown below. This is also the order in which you install the boards in the server. First ISA board...
  • Page 143 Software settings During Unity Setup, do the following procedure when the Dia- logic D/SC Configuration dialog box appears. To enter Dialogic settings during Unity Setup a Change the value of “BLTInterrupt” to “5.” b Change the value of “BLTAddress” to the appropriate value: Select “D0000.”...

  • Page 144: Dialogic D/240Pci-T1 Voice Board

    Pin 2: Receive tip interface Pin 3: Chassis ground Pin 4: Transmit ring Pin 5: Transmit tip Pin 6: Chassis ground Pin 7: Chassis ground Pin 8: Chassis ground Connection pinouts Voice board backplate The D/240PCI-T1 uses an RJ-48C connector. UNITY INSTALLATION GUIDE...
  • Page 145 1 and con- tinuing in sequence. For example, set the switch on the first three PCI voice boards in the Unity server as shown below. Install the boards in the server in the same order.

  • Page 146: Dialogic Gammalink Cp4/Lsi Series 1 Fax Board

    Pin 4: Second fax line ring Pin 1: Fourth fax line tip Pin 2: Third fax line ring Pin 3: Third fax line tip Pin 4: Fourth fax line ring Fax board backplate Connection pinouts The CP4/LSI Series 1 uses RJ-11 connectors. UNITY INSTALLATION GUIDE...
  • Page 147 The switch block SW1 settings determine the fax ports’ I/O addresses. The CP4/LSI Series 1 board contains four fax ports. Depending on the configuration of the Unity server and on whether Active- Fax is installed on a separate server, you can install up to eight CP4/LSI Series 1 boards.

  • Page 148: Dialogic Gammalink Cp4/Lsi Series 2 (Cpi/400) Fax Board

    Lines 3 & 4 Pin 1: Fourth fax line tip Pin 2: Third fax line ring Pin 3: Third fax line tip Pin 4: Fourth fax line ring Connection pinouts Fax board backplate The CP4/LSI Series 2 uses RJ-11 connectors. UNITY INSTALLATION GUIDE...
  • Page 149 The rotary switch setting determines the fax ports’ I/O addresses. The CP4/LSI Series 2 board contains four fax ports. Depending on the configuration of the Unity server and on whether Active- Fax is installed on a separate server, you can install up to eight CP4/LSI Series 2 boards.

  • Page 150: Dialogic Gammalink Cpd/220 Fax Board

    Pin 3: Tip 1 Pin 4: Tip 2 Miniature jack LSI cable (RJ-11 wall jack) Switch block Pin 1: Ring 2 Pin 2: Ring 1 Pin 3: Tip 1 Pin 4: Tip 2 DID cable (miniature jack) Fax board backplate UNITY INSTALLATION GUIDE...
  • Page 151 The switch block SW1 settings determine the fax ports’ I/O addresses. The CPD/220 board contains four fax ports. Depending on the configuration of the Unity server, you can install up to two CPD/220 boards. Set the SW1 switches on each board as shown below.

  • Page 152: Dialogic Gammalink Cpi/200 Fax Board

    Lines 1 & 2 Pin 1: Second fax line tip Pin 2: First fax line ring Pin 3: First fax line tip Pin 4: Second fax line ring Fax board backplate Connection pinouts The CPi/200 uses an RJ-14 connector. UNITY INSTALLATION GUIDE...
  • Page 153 The switch block SW1 settings determine the fax ports’ I/O addresses. The CPi/200 board contains two fax ports. Depending on the configuration of the Unity server, you can install up to two CPi/200 boards. Set the SW1 switches on each board as shown below.

  • Page 154: Dialogic Gammalink Cpi/200 Pci Fax Board

    Lines 1 & 2 Pin 1: Second fax line tip Pin 2: First fax line ring Pin 3: First fax line tip Pin 4: Second fax line ring Fax board backplate Connection pinouts The CPi/200 PCI uses an RJ-11 connector. UNITY INSTALLATION GUIDE...
  • Page 155 The CPi/200 PCI board contains two fax ports. Depending on the configuration of the Unity server, you can install up to four CPi/200 PCI boards. Set the rotary switch on each board as shown below.

  • Page 156: Dialogic Gammalink Cpi/400 Pci Fax Board

    Lines 3 & 4 Pin 1: Fourth fax line tip Pin 2: Third fax line ring Pin 3: Third fax line tip Pin 4: Fourth fax line ring Connection pinouts Fax board backplate The CPi/400 PCI uses RJ-11 connectors. UNITY INSTALLATION GUIDE...
  • Page 157 The CPi/400 PCI board contains four fax ports. Depending on the configuration of the Unity server, you can install up to eight CPi/400 PCI boards. Set the rotary switch on each board as shown below.

  • Page 158: Natural Microsystems Ag 2000 Voice And Fax Board

    Pin 2: Tip 2 Lines 5 & 6 Pin 3: Ring 1 Lines 7 & 8 Pin 4: Tip 1 Pin 5: Ring 2 Pin 6: Not used Connection pinouts Voice board backplate The AG 2000 uses RJ-14 connectors. UNITY INSTALLATION GUIDE...
  • Page 159 If Unity answers the call, the port is a voice port. If you hear the fax tone, the port is a fax port.
  • Page 160 Setting 1 2 3 4 5 6 Both boards 1 2 3 4 5 6 Three or more First and last boards 1 2 3 4 5 6 All other boards 1 2 3 4 5 6 UNITY INSTALLATION GUIDE...
  • Page 161 Software settings During Unity Setup, do the following procedure when the NMS Country Selection dialog box appears. To enter AG 2000 settings during Unity Setup a Select a country. b Click “OK” to continue. c When the NMS Configurator dialog box appears, click “OK”...

  • Page 162: Natural Microsystems Ag-T1 Voice Board

    Pin 4: R1 – Transmit to network Pin 5: T1 – Transmit to network Pin 6: No connection Pin 7: Optional shield (not used) Pin 8: Optional shield (not used) Connection pinouts Voice board backplate The AG-T1 uses an RJ-48C connector. UNITY INSTALLATION GUIDE...
  • Page 163 Fourth board E2C0 1 2 3 4 5 6 Software settings During Unity Setup, do the following procedure when the NMS Configurator dialog box appears. To enter AG-T1 settings during Unity Setup a Select a country. b Change the value of “ISA Interrupt” to “5.”...
  • Page 164 The value you specify in the Protocol list depends on the Natural type of phone system you are connecting the Unity server to. MicroSystems AG-T1 voice board Phone system Protocol list value Continued Mitel SX-2000 Digital/Analog Wink-Start NEC NEAX 2400...

  • Page 165: Natural Microsystems Ag Dual T1 Voice Board

    Natural H.100 bus connector MicroSystems AG Dual T1 voice board Side view LED status indicators Pin 1: R – Receive from network Pin 2: T – Receive from network T1 trunk interface Pin 3: No connection Pin 4: R1 – Transmit to network Pin 5: T1 –...
  • Page 166 In the TAPI Lines list, confirm that the value is “48.” f The value you specify in the Protocol list depends on the type of phone system you are connecting the Unity server to. Phone system Protocol list value...
  • Page 167 If more than one AG Dual T1 board is installed, select the next board in the list of boards, and repeat steps c through l for each board. n If the Unity server also contains AG-T1 boards, do the proce- dure “To enter AG-T1 settings during Unity Setup,” on page 155.

  • Page 168: Voice Technologies Group Voicebridge 2000 Feature-Set Board

    Voice SC bus connector Technologies Group VoiceBridge Top view 2000 feature-set board Side view Voice board backplate UNITY INSTALLATION GUIDE...
  • Page 169 SC bus cable. If there are not enough slots in the Unity server, then you must put all of the boards into an expan- sion chassis.
  • Page 170 To exit the VoiceBridge Configuration Manager, click “Exit” on the File menu. n In the Windows toolbar, click “Dialogic D/SC Configuration” to display the Dialogic D/SC Configuration window. o Do the procedure “To enter Dialogic settings during Unity Setup,” on page 131. UNITY INSTALLATION GUIDE...

  • Page 171: Shutting Down And Starting Unity

    APPENDIX B Shutting down and starting Unity In this chapter... Shutting down and starting Unity.................164...

  • Page 172: Shutting Down And Starting Unity

    Unity reports. To shut down Unity a If you are at the Unity server, log on to Windows NT/2000 as a Unity administrator. If you are at another computer, skip to step b. b If you are at the Unity server, double-click the desktop shortcut to the Status Monitor.
  • Page 173 Unity icon in the status area of the taskbar. When Unity does not start successfully, two tones play and an “X” appears in the Unity icon in the status area of the taskbar. Continued APPPENDIX B: Shutting down and starting Unity...
  • Page 174 If you stopped Exchange manually but did not restart the server, start Exchange before doing this procedure. a If you are at the Unity server, log on to Windows NT/2000 as a Unity administrator. If you are at another computer, skip to step b.

  • Page 175: Using The Unity Administrator And Status Monitor

    APPENDIX C Using the Unity Administrator and Status Monitor In this chapter... Using the Unity Administrator ................168 Using the Status Monitor ..................170...

  • Page 176: Using The Unity Administrator

    Unity Administrator navigation bar. WARNING! To access the Unity Administrator a If you are at the Unity server, log on to Windows NT/2000 as a Unity administrator. If you are at another computer, skip to step b. UNITY INSTALLATION GUIDE...
  • Page 177 (This is set on the Subscribers > Class of Service > System Access page.) NOTE: To prevent unauthorized users from making changes, when you are not working at the Unity server, lock or log off of Windows NT/2000. APPPENDIX C: Using the Unity Administrator and Status Monitor...

  • Page 178: Using The Status Monitor

    Click to start Unity. Click to shut down Unity. To access the Status Monitor a If you are at the Unity server, log on to Windows NT/2000 as a Unity administrator. If you are at another computer, skip to step b.
  • Page 179 (This is set on the Subscribers > Class of Service > System Access page.) NOTE: To prevent unauthorized users from making changes, when you are not working at the Unity server, lock or log off of Windows NT/2000. APPPENDIX C: Using the Unity Administrator and Status Monitor...
  • Page 180 UNITY INSTALLATION GUIDE...

  • Page 181: Index

    INDEX...

  • Page 182: Configuring

    13 Exchange 61 installing 69 Unity to work with the phone system 86 setting up fax ports for 75 connecting task list for installing 25 peripheral devices to Unity server 42 upgrading 100...
  • Page 183 33 establishing trust relationships 56 fax ports, setting up for ActiveFax 75 name of default Windows NT/2000 14 fax server software, working with Unity 5 feature-set boards finding I/O addresses for VoiceBridge 2000 boards 67 supported 33 e-mail clients and voice message access 6...
  • Page 184 7 Microsoft Data Access Components (MDAC) 63 networks Outlook 62 assigning a static IP address to the Unity server Symantec pcAnywhere and Norton Utilities 64 Unity 69 confirming that the Unity server is getting an IP voice or fax boards in component systems 35...
  • Page 185 Unity server 164 testing supervised transfers 95 sites, Exchange testing the hunt group 98 default name of Exchange site on Unity turnkey testing the integration 92 system 14 testing voice messaging ports 94 Unity in a multisite Exchange network 7...
  • Page 186 40 attaching to the Unity and ActiveFax servers 42 unified messaging in an existing Exchange site upgrading 112 characteristics of 12 task lists for installing 23 unified messaging, one Exchange server characteristics of 11 task lists for installing 20...
  • Page 187 Web administration ActiveFax 100 Status Monitor 170 system key 112 Unity Administrator 168 Unity 100 Web browser, using to administer Unity 168 voice or fax boards 100 Windows NT/2000 URLs Administrator account 58 Status Monitor 170 challenge and response 169, 171...
  • Page 188 UNITY INSTALLATION GUIDE...

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