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Avaya Call Management System (CMS) Release 12 CMS Upgrade Express (CUE) Customer Requirements 07-300010 Comcode 700291925 Issue 1.0 December 2003 Compas ID 99953

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Page 1: Avaya Call Management System (CMS)support.avaya.com/elmodocs2/cue_r12/700291925.pdf · Avaya Call Management System (CMS) Release 12 CMS ... This document was written by the CRM Information

Avaya Call Management System (CMS)Release 12CMS Upgrade Express (CUE)Customer Requirements

07-300010Comcode 700291925

Issue 1.0December 2003

Compas ID 99953

Page 2: Avaya Call Management System (CMS)support.avaya.com/elmodocs2/cue_r12/700291925.pdf · Avaya Call Management System (CMS) Release 12 CMS ... This document was written by the CRM Information

© 2003 Avaya Inc.All Rights Reserved.

NoticeWhile reasonable efforts were made to ensure that the information in this document was complete and accurate at the time of printing, Avaya Inc. can assume no liability for any errors. Changes and corrections to the information in this document may be incorporated in future releases.

Preventing toll fraud"Toll fraud" is the unauthorized use of your telecommunications system by an unauthorized party (for example, anyone who is not a corporate employee, agent, subcontractor, or person working on your company's behalf). Be aware that there may be a risk of toll fraud associated with your system and that, if toll fraud occurs, it can result in substantial additional charges for your telecommunications services.

Avaya fraud interventionIf you suspect that you are being victimized by toll fraud and you need technical assistance or support, call Technical Service Center Toll Fraud Intervention Hotline at +1-800-643-2353 for the United States and Canada. For additional support telephone numbers, see the Avaya Web site:http://www.avaya.com Select Support, then select Escalation Lists. This Web site includes telephone numbers for escalation within the United States. For escalation telephone numbers outside the United States, select Global Escalation List.

Providing telecommunications securityTelecommunications security (of voice, data, and video communications) is the prevention of any type of intrusion to (that is, either unauthorized or malicious access to or use of) your company's telecommunications equipment by some party.Your company's "telecommunications equipment" includes both this Avaya product and any other voice/data/video equipment that could be accessed via this Avaya product (that is, "networked equipment").An "outside party" is anyone who is not a corporate employee, agent, subcontractor, or person working on your company's behalf. Whereas, a "malicious party" is anyone (including someone who may be otherwise authorized) who accesses your telecommunications equipment with either malicious or mischievous intent.Such intrusions may be either to/through synchronous (time-multiplexed and/or circuit-based) or asynchronous (character-, message-, or packet-based) equipment or interfaces for reasons of:

� Use (of capabilities special to the accessed equipment)� Theft (such as, of intellectual property, financial assets, or

toll-facility access)� Eavesdropping (privacy invasions to humans)� Mischief (troubling, but apparently innocuous, tampering)� Harm (such as harmful tampering, data loss or alteration,

regardless of motive or intent)Be aware that there may be a risk of unauthorized intrusions associated with your system and/or its networked equipment. Also realize that, if such an intrusion should occur, it could result in a variety of losses to your company (including, but not limited to, human and data privacy, intellectual property, material assets, financial resources, labor costs, and legal costs).

Your responsibility for your company's telecommunications securityThe final responsibility for securing both this system and its networked equipment rests with you, an Avaya customer's system administrator, your telecommunications peers, and your managers. Base the fulfillment of your responsibility on acquired knowledge and resources from a variety of sources, including, but not limited to:

� Installation documents� System administration documents� Security documents� Hardware-/software-based security tools� Shared information between you and your peers� Telecommunications security experts

To prevent intrusions to your telecommunications equipment, you and your peers should carefully program and configure:

� Your Avaya-provided telecommunications systems and their interfaces

� Your Avaya-provided software applications, as well as their underlying hardware/software platforms and interfaces

� Any other equipment networked to your Avaya products.

WarrantyAvaya Inc. provides a limited warranty on this product. Refer to your sales agreement to establish the terms of the limited warranty. In addition, Avaya�s standard warranty language, as well as information regarding support for this product, while under warranty, is available through the following Web site:http://www.avaya.com/support

Link disclaimerAvaya Inc. is not responsible for the contents or reliability of any linked Web sites and does not necessarily endorse the products, services, or information described or offered within them. We cannot guarantee that these links will work all of the time and we have no control over the availability of the linked pages.

TrademarksAvaya is a trademark of Avaya Inc.All trademarks identified by the ® or � are registered trademarks or trademarks, respectively, of Avaya Inc. All other trademarks are the property of their respective owners.

Ordering information: Avaya Publications CenterVoice: +1-207-866-6701

1-800-457-1764 (Toll-free, U.S. and Canada only)

Fax: +1-207-626-72691-800-457-1764 (Toll-free, U.S. and Canada only)

Write: Globalware Solutions200 Ward Hill AvenueHaverhill, MA 01835 USAAttention: Avaya Account Manager

Web: http://www.avayadocs.com E-mail: [email protected] Order: Document No. 07-300010, Issue 1.0

December 2003

Avaya supportAvaya provides a telephone number for you to use to report problems or to ask questions about your contact center. The support telephone number is 1-800-242-2121 in the United States. For additional support telephone numbers, see the Avaya Web site:http://www.avaya.com Select Support, then select Escalation Lists. This Web site includes telephone numbers for escalation within the United States. For escalation telephone numbers outside the United States, select Global Escalation List.

CommentsTo comment on this document, send e-mail to [email protected].

AcknowledgmentThis document was written by the CRM Information Development group.

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Issue 1.0 December 2003 3

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Related documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Frequently asked questions (FAQs) . . . . . . . . . . . . . . . . . . . . . . . . . . 6Customer support for the United States. . . . . . . . . . . . . . . . . . . . . . . . . 6Technician support for the United States . . . . . . . . . . . . . . . . . . . . . . . . 6Customer and technician support outside the United States . . . . . . . . . . . . . . . 6

Procedures that are done by the customer before the upgrade . . . . . . . . . . . . 7Collecting the upgrade kit and extra disks . . . . . . . . . . . . . . . . . . . . . . . . 7Cleaning the tape drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Doing a CMSADM backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

CMSADM backup for R3V6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9CMSADM backup for R3V8 and later. . . . . . . . . . . . . . . . . . . . . . . . . . 12

Doing a full maintenance backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Doing an incremental maintenance backup . . . . . . . . . . . . . . . . . . . . . . . 17Collecting third-party and custom software . . . . . . . . . . . . . . . . . . . . . . . . 19

Procedures that are done by the customer after the upgrade . . . . . . . . . . . . . 21Checking the manual merge files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Verifying CMS security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Migrating historical data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Restoring non-CMS files (optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Restoring non-CMS files on R3V6 . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Restoring non-CMS files on R3V8 or later . . . . . . . . . . . . . . . . . . . . . . . 26

Installing and administering unpreserved software . . . . . . . . . . . . . . . . . . . . 27Doing a CMSADM backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Doing a full maintenance backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Avaya Call Management System (CMS)Release 12

CMS Upgrade Express (CUE)Customer Requirements

Contents

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Contents

4 Avaya CMS R12 CUE Customer Requirements

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Issue 1.0 December 2003 5

Preface

OverviewAvaya Call Management System (CMS) Release 12 CMS Upgrade Express (CUE) Customer Requirements is written for customers who are preparing to have their CMS computer upgraded from CMS R3V6, R3V8, R3V9, R3V11, or R12 to the latest CMS R12 software.

Note:Note: CUE cannot be used to upgrade a Sun SPARCserver computer, Sun Ultra 5

computer, or Sun Enterprise 3000 computer to R12. Also, CUE cannot be used to upgrade a CMS R3V5 or earlier system to R12. You must follow the procedures found in Avaya CMS Release 3 Version 11 Platform Upgrade and Data Migration.

Related documentsThe following table lists the CUE upgrade documents. These documents are shipped with CUE upgrade kits.

Title Document number

Avaya CMS R12 Sun Blade 100/150 Workstation CUE 700289374

Avaya CMS R12 Sun Blade 100/150 Workstation Mirrored System CUE 700289382

Avaya CMS R12 Sun Enterprise 3500 Computer CUE 700289390

Avaya CMS R12 Sun Enterprise 3500 Computer Mirrored System CUE 700289408

Avaya CMS R12 Sun Fire V880 Computer CUE 700289416

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Preface

6 Avaya CMS R12 CUE Customer Requirements

SupportIf you need assistance with a problem, use the support information and help lines presented below.

Frequently asked questions (FAQs)For solutions to common problems, customers and Avaya technicians can access technical support FAQs at:

http://www.avaya.com

Select Support > Call Center/CRM and select the product for which you need support. Please check this information before you call in a trouble ticket. Doing so could save you time and money.

Customer support for the United StatesCustomers can report problems and generate trouble tickets by calling:

1-800-242-2121

The customer is prompted to identify the type of problem (that is, Automatic Call Distribution, hardware, or Avaya CMS) and is then connected to the appropriate service organization.

Technician support for the United StatesAvaya technicians can receive help by calling:

1-800-248-1234

Customer and technician support outside the United StatesFor customer and technician support outside the United States, see the Avaya Web site:

http://www.avaya.com

Select Support > Escalation Lists. For escalation telephone numbers outside the United States, select Global Escalation List.

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Issue 1.0 December 2003 7

Procedures that are done by the customer before the upgrade

It is the customer�s responsibility to ensure that the following procedures are done before the upgrade begins. Use the following checklist to verify that the procedures are done.

Collecting the upgrade kit and extra disksVerify that the CUE kit and any extra data disks have been received. Store the kit and data disks with the system being upgraded.

Procedure

Collecting the upgrade kit and extra disks on page 7

Cleaning the tape drive on page 8

Doing a CMSADM backup on page 9

Doing a full maintenance backup on page 15

Doing an incremental maintenance backup on page 17

Collecting third-party and custom software on page 19

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Procedures that are done by the customer before the upgrade

8 Avaya CMS R12 CUE Customer Requirements

Cleaning the tape driveSee the hardware documentation for your Sun computer for instructions on how to clean the tape drive.

! Important:! Important:Important: CMS R12 supports only the following tape drives:

● 4-8 GB SLR5

● 14 GB 8mm

● 20-40 GB 8mm

● 20-40 GB 8mm DDS4

If you do not have one of these tape drives, you must contact Avaya to have a new tape drive installed on your system before you begin the CUE upgrade.

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Doing a CMSADM backup

Issue 1.0 December 2003 9

Doing a CMSADM backupA recent CMSADM backup is required before beginning any upgrade. Preferably, a CMSADM backup should be done the night before the upgrade. Minimally, the CMSADM backup must not be more than a week old. Check the backup log at /cms/install/logdir/backup.log for the date of the last CMSADM backup.

CMSADM backup for R3V6The CMSADM backup for R3V6 is service affecting (that is, links will go down and data will not be collected during the backup). Schedule the backup for a low-traffic or no-traffic period.

To do a CMSADM backup on an R3V6 system:

! WARNING:WARNING: Verify that you are using the correct tape for the tape drive on your system.

Many of the tape cartridges look alike, and using the wrong tape can damage the tape drive mechanism and tape heads.

1. Log on as root.

2. Enter:

cmsadm

The CMS Administration menu is displayed:

Call Management System Administration MenuSelect a command from the list below.

1) acd_create Define a new ACD2) acd_remove Remove all administration and data for an ACD3) backup Filesystem backup4) diskmap Estimate disk requirements5) memory Estimate memory requirements6) realtime Estimate real-time report refresh rate7) pkg_install Install a feature package8) pkg_remove Remove a feature package9) run_cms Turn CMS on or off10) port_admin Administer Modems, Terminals, and PrintersEnter choice (1-10) or q to quit:

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Procedures that are done by the customer before the upgrade

10 Avaya CMS R12 CUE Customer Requirements

3. Enter the number that corresponds to the backup option.

The tape drive options are displayed:

4. Enter the number for the tape drive that is installed on your system.

The system calculates the approximate number of tapes that are required for the backup and the following message is displayed. Note that this is an approximation, and more tapes may be needed.

If only one tape is required, the following messages are displayed:

If more than one tape is required, the following messages are displayed:

5. To begin the backup, insert the first cartridge tape, wait for the tape to rewind and reposition, and press Enter.The following messages are displayed:

Select the tape drive type:1) 150MB cartridge tape2) 60MB cartridge tape3) 14.0 Gbyte 8mm tape4) 5.0 Gbyte 8mm tape5) 2.5 Gbyte cartridge tape6) 4.0 - 8.0 Gbyte cartridge tape7) 40.0 Gbyte 8mm tape

Enter choice (1-7):

Calculating approximate number of tapes required. Please wait.

The backup will need approximately 1 tape.

Please insert the first cartridge tape into </dev/rmt/X>.

Press ENTER when ready:

The backup will need approximately <X> tapes.

Be sure to number the cartridge tapes consecutively in the orderthey will be inserted.

Please insert the first cartridge tape into </dev/rmt/x>.

Press ENTER when ready:

The backup is about to begin. CMS is currently on.CMS will be turned off automatically during that portionof the backup which needs CMS off.Press ENTER to proceed or Del to quit:

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Doing a CMSADM backup

Issue 1.0 December 2003 11

6. To continue the backup, press Enter. Note that a CMSADM backup can take several hours, depending on the speed of the system and the tape drive.

If only one tape is required, the following messages are displayed:

7. Do one of the following:

● If only one tape is required, continue with Step 11.

● If more than one tape is required, the following messages are displayed. Continue with Step 8:

8. Insert the next tape, allow it to rewind and reposition Press Enter to continue. Repeat this step for any additional tapes.

After the system completes the backup, the following messages are displayed:

9. Insert the first tape and press Enter to continue.

After the tape is verified, the following messages are displayed:

Backing up files...

..................................................

..................................................(dots continue to display as the system is backed up)..................................................XXXXXX blocksTape verificationXXXXXX blocks

Please label the backup tape(s) with the date and thecurrent CMS version (r3vXxx.x)

Backing up files...

..................................................

..................................................(dots continue to display as the system is backed up)..................................................End of medium on “output”.Please remove the current tape, number it, insert tape number X,and press ENTER

XXXXXXX blocksTape VerificationInsert the first tapePress Return to proceed:

End of medium on “input”.Please insert tape number X and press Return

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Procedures that are done by the customer before the upgrade

12 Avaya CMS R12 CUE Customer Requirements

10. Remove the first tape and insert the second tape. After the tape rewinds and repositions, press Enter to continue. Repeat this step for each additional tape.

After the last tape is verified, the following messages are displayed:

11. When the tape drive LED stops blinking, remove the tape. The CMSADM file system backup is complete.

12. Label all tapes with the tape number and the date of the backup. Set the write-protect switch on the tape to read-only.

CMSADM backup for R3V8 and laterThe CMSADM backup for R3V8 and later is not service affecting. The backup can be done at any time.

To do a CMSADM backup on an R3V8 or later system:

! WARNING:WARNING: Verify that you are using the correct tape for the tape drive on your system.

Many of the tape cartridges look alike, and using the wrong tape can damage the tape drive mechanism and tape heads.

1. Log on as root.

2. Enter:

cmsadm

The CMS Administration menu is displayed:

XXXXXXX blocksPlease label the backup tape(s) with the date and thecurrent CMS version (r3vXxx.x)

Call Management System Administration Menu

Select a command from the list below.1) acd_create Define a new ACD2) acd_remove Remove all administration and data for an ACD3) backup Filesystem backup4) pkg_install Install a feature package5) pkg_remove Remove a feature package6) run_pkg Turn a feature package on or off7) run_cms Turn CMS on or off8) port_admin Administer Modems, Terminals, and Printers

Enter choice (1-8) or q to quit:

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Doing a CMSADM backup

Issue 1.0 December 2003 13

3. Enter the number that corresponds to the backup option.

Depending on the configuration of your system, one of the following options are displayed:

● If only one tape drive is available on the system, the following messages are displayed:

Continue with Step 5.

● If more than one tape drive is available for use by the system, a message listing the different tape drives is displayed.

4. Enter a tape drive selection from the displayed list.

The following messages are displayed:

5. Press Enter. The backup process begins. If more than one tape is required, the following messages are displayed:

6. If the message in Step 5 is displayed, insert the next tape and allow it to rewind. When it is properly positioned, press Enter.

Please insert the first cartridge tape into <device name>.Press ENTER when ready or Del to quit:

Please insert the first cartridge tape into <device name>.Press ENTER when ready or Del to quit:

End of medium on "output".Please remove the current tape, number it, insert tape number x,and press Enter

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Procedures that are done by the customer before the upgrade

14 Avaya CMS R12 CUE Customer Requirements

7. When the backup is completed, information according to the number of tapes that are required for the backup is displayed:

● If the number of tapes required is one, the following messages are displayed:

Continue with Step 10.

● If the number of tapes required is more than one, the following messages are displayed:

8. Insert the first tape to be used in the backup and press Enter. When the LED on the tape drive stops blinking, remove the tape.

9. When prompted, repeat Step 8 for any additional tapes generated by the backup process. When the final tape is verified, the following messages are displayed:

10. Label all tapes with the:

● Tape number

● Date of backup

● Current version of CMS

11. Set the tape write-protect switch to read-only.

xxxxxxx blocksTape Verificationxxxxxxx blocksWARNING: A CMS Full Maintenance Backup in addition to this cmsadmbackup must be done to have a complete backup of the system. . . . .

Please label the backup tape(s) with the date and the current CMSversion (R3VXxx.x)

xxxxxxx blocksTape VerificationInsert the first tapePress Return to proceed :

xxxxxxx blocksTape Verificationxxxxxxx blocksWARNING: A CMS Full Maintenance Backup in addition to this cmsadmbackup must be done to have a complete backup of the system. . . . .

Please label the backup tape(s) with the date and the current CMSversion (R3VXxx.x)

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Doing a full maintenance backup

Issue 1.0 December 2003 15

Doing a full maintenance backupA full maintenance backup provides migration data for the new CMS version. Do the backup the night before the upgrade. Backups are done using the CMS Backup Data window.

To do a full maintenance backup:

1. Log on to CMS.

2. Select Maintenance > Back Up Data from the CMS main menu.

The following is displayed for R3V6:

3/ 9/01 17:29 CMS Windows: 1 of 4 vv^v vvMaintenance: Backup Data Dad11R6vpeBackups completed today: 0 | CancelStatus: Last backup finished 03/07/2001 21:48:19. | List devicesErrors: | Run

| Select tablesDevice name: default +---------------Verify tape can be read after backup? (y,n): y

ACD(s) to back up (Select one):<x> All ACDs< > Current ACD

Data to back up (Select any you wish):[x] System administration data[x] ACD-specific administration data[x] Historical data,

Select one:<x> Full< > Incremental

[x] Non-CMS data[ ] Specific tables

Help Window Commands Keep Exit Scroll Current MainMenu

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16 Avaya CMS R12 CUE Customer Requirements

The following is displayed for R3V8 and later:

3. In the Backup Data window, select the options and enter the values that are indicated in the following table:

4. Press Enter to access the action list, and select Run.

3/ 9/01 18:43 CMS Windows: 1 of 4 ^vvvv^v^Maintenance: Backup Data hyena3g3v8eBackups completed today: 0 | CancelStatus: | List devicesErrors: | Run

| Select tablesDevice name: default +---------------Verify tape can be read after backup? (y,n): y

ACD(s) to back up (Select one):<x> All ACDs < > Current ACD

Data to back up (Select any you wish):[x] Local system administration data[x] CMS system administration data[x] ACD-specific administration data[x] Historical data,

Select one:<x> Full < > Incremental

[x] Non-CMS data[ ] Specific tables

Help Window Commands Keep Exit Scroll Current MainMenu

Field Value to enter or option to select

Device name The tape drive device name

Verify tape...? y

ACD(s) to back up All ACDs

Data to back up For R3V6:System administration dataACD-specific administration dataHistorical data - FullNon-CMS data (if needed)

For R3V8 and later:Local system administration dataCMS system administration dataACD-specific administration dataHistorical data - FullNon-CMS data (if needed)

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Doing an incremental maintenance backup

Issue 1.0 December 2003 17

5. After the backup is complete, remove the backup tape and label it with the date and note that it is a full backup.

Doing an incremental maintenance backupDo an incremental maintenance backup immediately before the upgrade. Backups are done using the CMS Back Up Data window.

! Important:! Important:Important: To back up the most recent set of data, make sure you start the backup after

the data collection archiving interval.

To do an incremental maintenance backup:

1. Log on to CMS.

2. Select Maintenance > Back Up Data from the CMS main menu.

The following is displayed for R3V6:

3/ 9/01 17:29 CMS Windows: 1 of 4 vv^v vvMaintenance: Backup Data Dad11R6vpeBackups completed today: 0 | CancelStatus: Last backup finished 03/07/2001 21:48:19. | List devicesErrors: | Run

| Select tablesDevice name: default +---------------Verify tape can be read after backup? (y,n): y

ACD(s) to back up (Select one):<x> All ACDs< > Current ACD

Data to back up (Select any you wish):[x] System administration data[x] ACD-specific administration data[x] Historical data,

Select one:< > Full<x> Incremental

[x] Non-CMS data[ ] Specific tables

Help Window Commands Keep Exit Scroll Current MainMenu

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18 Avaya CMS R12 CUE Customer Requirements

The following is displayed for R3V8 and later:

3. In the Back Up Data window, select the options and enter the values that are indicated in the following table:

4. Press Enter to access the action list, and select Run.

3/ 9/01 18:43 CMS Windows: 1 of 4 ^vvvv^v^Maintenance: Backup Data hyena3g3v8eBackups completed today: 0 | CancelStatus: | List devicesErrors: | Run

| Select tablesDevice name: default +---------------Verify tape can be read after backup? (y,n): y

ACD(s) to back up (Select one):<x> All ACDs < > Current ACD

Data to back up (Select any you wish):[x] Local system administration data[x] CMS system administration data[x] ACD-specific administration data[x] Historical data,

Select one:< > Full <x> Incremental

[x] Non-CMS data[ ] Specific tables

Help Window Commands Keep Exit Scroll Current MainMenu

Field Value to enter or option to select

Device name The tape drive device name

Verify tape...? y

ACD(s) to back up All ACDs

Data to back up For R3V6:System administration dataACD-specific administration dataHistorical data - IncrementalNon-CMS data (if needed)

For R3V8 and later:Local system administration dataCMS system administration dataACD-specific administration dataHistorical data - IncrementalNon-CMS data (if needed)

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Collecting third-party and custom software

Issue 1.0 December 2003 19

5. After the backup is complete, remove the backup tape and label it with the date and note that it is an incremental backup.

Collecting third-party and custom softwareIf third-party and custom software is installed on the system, the customer must collect that software so that it will be available for installation after the upgrade. This can include software such as Internet Call Center or information about pseudo-ACDs. After the upgrade, either Avaya Provisioning or Avaya Professional Services Organization (PSO) will reinstall this software.

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Procedures that are done by the customer after the upgrade

After the upgrade is completed, the customer must do the following procedures to restore the system to normal operation:

Checking the manual merge filesThe customer must look at the files saved in the /manual_merge directory to determine if any differences are Solaris changes (which should not be modified) or customer customization changes (which may need to be modified). The files that are identified could be important to the new system and the customer may find that these files need to be copied to a location that may eventually fix a problem. These files may contain networking information, customizations, or security settings that are critical to the customer.

For more information about manual merge discrepancies, see your Avaya upgrade representative.

Procedure

Checking the manual merge files on page 21

Verifying CMS security on page 22

Migrating historical data on page 22

Restoring non-CMS files (optional) on page 25

Installing and administering unpreserved software on page 27

Doing a CMSADM backup on page 28

Doing a full maintenance backup on page 28

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Verifying CMS securityIf you had previously applied CMS security procedures to your system, those procedures must be redone for the new version of Solaris. Please contact your Avaya account representative or support organization and ask for the document �Customer Procedures For Securing the CMS.�

Migrating historical dataAfter migrating the system administration data and the agent and call center administration data, you must migrate the historical data. You must migrate the historical data twice, first using the full backup tape followed by the incremental backup tape.

To migrate historical data:

1. Log on to CMS.

The CMS main menu is displayed.

2. Verify that the maintenance backup tape is in the tape drive. Use the most recent full backup first, followed by the most recent incremental backup.

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Issue 1.0 December 2003 23

3. From the CMS main menu, select System Setup > R3 Migrate Data.

The following is displayed:

4. In the R3 Migrate Data window, select the options and enter the values that are indicated in the following table:

5. Press Enter to access the action list in the top right corner.

3/ 9/01 21:19 CMS Windows: 1 of 4 vvvv^vvv

System Setup: R3 Migrate Data All ACDs| Cancel

Device name: default | List devices| Run

Data type (Select one): +--------------< > System Administration data (single-user required)< > Agent/Call Center Admin data (single-user required)<x> Historical data

Stop date:Stop time: 11:59 PM

Specify ACD(s) to migrate (Select one):<x> All ACDs< > Single ACD

from: to:

Status:

Help Window Commands Keep Exit Scroll Current MainMenu

Field Value to enter or option to select

Device name The tape drive device name

Data Type Historical data

Stop date Leave blank

Stop time 11:59 PM

Specify ACD(s) All ACDs

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6. Select Run and press Enter.The progress of the migration is displayed in the Status field. When the migration ends, the system indicates the success or failure of the migration in this field.

Note that a full historical migration can take several hours. It runs in the background, however, so you can exit the migration window and perform other tasks. If you do that, bring up the migration window periodically to check on the progress.

7. Press F3 and select the UNIX option to display the UNIX prompt.

8. Enter:

pg /cms/migrate/r3mig.log

The customer migration log is displayed.

9. Look at the contents of the customer migration log and take any necessary corrective action. For help with interpreting the log, contact technical support or your customer representative.

10. To exit the UNIX window, enter:

exit

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Restoring non-CMS files (optional)The customer may want specific non-CMS files copied from the preupgrade CMSADM backup tape to the upgraded system. The procedure is different between R3V6 and R3V8 or later.

Restoring non-CMS files on R3V6To copy specific files from an R3V6 system:

1. Insert the most recent CMSADM backup tape from the old system into the tape drive.

2. Enter the following command for each file you want to copy:

cpio -icmudv -C 10240 -I /dev/rmt/X -M “Remove current tape,insert tape number %d, press ENTER” “/<path>/<file_name>”

The /<path>/<file_name> is the fully-qualified path to the file being copied.

The X is either 0 or 1, depending on how many tape drives are connected to the system. If you have only one tape drive, use 0. If you have more than one tape drive, use the following commands to determine which tape drive you should use:

mt -f /dev/rmt/0 status

mt -f /dev/rmt/1 status

The tape drive that contains the CMSADM backup tape reports a status similar to the following:

For example, a command to copy the file /accounting/invoices would be:

cpio -icmudv -C 10240 -I /dev/rmt/X -M “Remove current tape,insert tape number %d, press ENTER” “/accounting/invoices”

<tape drive model name>:sense key(0x6)= Unit Attention residual= 0 retries= 0file no= 0 block no= 0

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Restoring non-CMS files on R3V8 or laterTo copy specific files from an R3V8 or later system:

1. Insert the most recent CMSADM backup tape from the old system into the tape drive.

2. Enter:

cd /

3. Enter the following command for each file you want to copy:

cpio -icmudv -C 10240 -I /dev/rmt/X -M “Remove current tape,insert tape number %d, press ENTER” “<path>/<file_name>”

The <path>/<file_name> is the relative path to the file being copied.

The X is either 0 or 1, depending on how many tape drives are connected to the system. If you have only one tape drive, use 0. If you have more than one tape drive, use the following commands to determine which tape drive you should use:

mt -f /dev/rmt/0 status

mt -f /dev/rmt/1 status

The tape drive that contains the CMSADM backup tape reports a status similar to the following:

For example, a command to copy the file /accounting/invoices would be:

cpio -icmudv -C 10240 -I /dev/rmt/X -M “Remove current tape,insert tape number %d, press ENTER” “accounting/invoices”

<tape drive model name>:sense key(0x6)= Unit Attention residual= 0 retries= 0file no= 0 block no= 0

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Installing and administering unpreserved software

Issue 1.0 December 2003 27

Installing and administering unpreserved softwareAfter the upgrade, you should install any unpreserved software and administer any new features or services. The following table lists several of these features and services, and the Avaya organizations that are responsible for completing the work.

Feature or service Responsible1

Internet Call Center PSO

Network information names service, such as NIS or NISplus PSO

Network printers PSO

Pseudo-ACDs. Pseudo-ACDs must be added and data must be migrated from the old system.

PSO

Applications such as workforce management software. PSO

Wallboards PSO

Mounted file systems that were in the customer�s /etc/vfstab file before the upgrade. See the copy of /etc/vfstab that is saved in /var/log/cvuelog. Have your administrator verify that your new configuration is correct.

Provisioning

Common Desktop Environment options such as screen layout and password protection

Provisioning

Add, change, or remove ACDs Provisioning

Add Supervisor logins Provisioning

Install new feature packages (if purchased) Provisioning

Change authorizations

Note:Note: With CMS R12, the External Call History (ECH) feature now

has a new level of authorization called Extended ECH. Set this authorization as needed.

Provisioning

Start up the Alarm Origination Manager (AOM) software Provisioning1. Outside of the United States, Avaya distributors are responsible for these items, with assistance from the

COE.

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Doing a CMSADM backupDo a CMSADM backup on the system as described in Avaya CMS R12 Software Installation, Maintenance and Troubleshooting, 585-215-117. If LAN Backup is being used on the new system, see Avaya CMS R12 LAN Backup User Guide, 585-215-721.

Doing a full maintenance backupA full maintenance backup provides migration data for the new CMS version. Backups are done using the CMS Backup Data window.

To do a full maintenance backup:

1. Log on to CMS.

2. Select Maintenance > Back Up Data from the CMS main menu.

The following is displayed:

3/ 9/01 21:29 CMS Windows: 1 of 4 vvvv^vvvMaintenance: Backup Data ccqadads28Backups completed today: 0 | CancelStatus: | List devicesErrors: | Run

| Select tablesDevice name: default +---------------Verify tape can be read after backup? (y,n): y

ACD(s) to back up (Select one):<x> All ACDs < > Current ACD

Data to back up (Select any you wish):[x] Local system administration data[x] CMS system administration data[x] ACD-specific administration data[x] Historical data,

Select one:<x> Full < > Incremental

[x] Non-CMS data[ ] Specific tables

Help Window Commands Keep Exit Scroll Current MainMenu

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Issue 1.0 December 2003 29

3. In the Backup Data window, select the options and enter the values that are indicated in the following table:

4. Press Enter to access the action list, and select Run.

5. After the backup is complete, remove, label the tape with the date, and reinsert the backup tape.

Field Value to enter or option to select

Device name The tape drive device name

Verify tape...? y

ACD(s) to back up All ACDs

Data to back up Local system administration dataCMS administration dataACD-specific administration dataHistorical data - FullNon-CMS data (if needed)

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