Nortel CallPilot Series Upgrade Manual
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Nortel CallPilot Series Upgrade Manual

Nortel CallPilot Series Upgrade Manual

Upgrade and platform migration guide
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Nortel CallPilot
Upgrade and Platform Migration
Guide
NN44200-400
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Summary of Contents for Nortel CallPilot Series

  • Page 1 Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400...
  • Page 2 The process of transmitting data and call messaging between the CallPilot server and the switch or system is proprietary to Nortel Networks. Any other use of the data and the transmission process is a violation of the user license unless specifically authorized in writing by Nortel Networks prior to such use. Violations of the license by alternative usage of any portion of this process or the related hardware constitutes grounds for an immediate termination of the license and Nortel Networks reserves the right to seek all allowable remedies for such breach.
  • Page 3 NORTON ANTIVIRUS and PCANYWHERE are trademarks of Symantec Corporation. QUICKTIME is a trademark of Apple Computer, Inc. RADISYS is a trademark of Radisys Corporation. ROLM is a trademark of Siemens ROLM Communications Inc. SLR4, SLR5, and TANDBERG are trademarks of Tandberg Data ASA. SONY is a trademark of Sony Corporation.

  • Page 5: Table Of Contents

    Running the CallPilot 5.0 Upgrade Wizard 81 Chapter 6 Running the Setup Wizard Getting started 97 Running the Setup Wizard 98 Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 6 Starting the SNMP service 116 Testing the CallPilot system 117 Returning CallPilot to service 118 Registering and activating Windows 2003 121 Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 7: New In This Release

    New in this release The following section details what is new in Nortel CallPilot Upgrade and Platform Migration Guide (NN44200-400) for release 5.0. Navigation • "Features" (page 7) • "Other changes" (page 7) Features This release contains no new features.
  • Page 8 Platform Migration Guide is updated according to CR Q01653157. April 2007 CallPilot 5.0, Standard 01.04 of the CallPilot Upgrade and Platform Migration Guide is issued for general release. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 9: Chapter 1 How To Get Help

    How to get help This section explains how to get help for Nortel products and services. Getting help from the Nortel Web site The best way to get technical support for Nortel products is from the Nortel Technical Support Web site: http://www.nortel.com/support This site provides quick access to software, documentation, bulletins, and tools to address issues with Nortel products.
  • Page 10 10 Chapter 1 How to get help http://www.nortel.com/erc Getting help through a Nortel distributor or reseller If you purchased a service contract for your Nortel product from a distributor or authorized reseller, contact the technical support staff for that distributor or reseller.

  • Page 11: Chapter 2 Before You Begin

    Perform a platform migration to CallPilot 5.0. How to use this guide Follow the steps outlined below to upgrade or migrate your system. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 12: Planning For The Upgrade Or Platform Migration

    Upgrading CallPilot applications Desktop Messaging and My CallPilot Nortel recommends that you upgrade the Desktop Messaging clients and My CallPilot server before the server upgrade or migration date. In most cases, the CallPilot 5.0 Desktop Messaging clients and My CallPilot server are backward compatible with the CallPilot Server software.
  • Page 13 Notes before upgrading or migrations The CallPilot server is out of service during most of the upgrade or migration process. Nortel recommends that you schedule the upgrade or migration during a period of low activity such as a weekend. The time required to complete the CallPilot server upgrade or migration depends on the server platform type.
  • Page 14 Messages recorded during the backup are not written to the backup medium, and they are lost when the hard drives are imaged. For this reason, Nortel advises you to disable the multimedia channels before proceeding with the backup. This can be accomplished in CallPilot Manager by doing the following: 1.

  • Page 15: Verify The Upgrade And Platform Migration Kit

    Note 1: Because the image CDs and DVDs are platform dependent, Nortel supplies only the CDs and DVDs that apply to your platform. Note 2: To comply with the EU (European Union) RoHS directive, some of the part numbers now contain an E5 or E6 suffix.
  • Page 16 NTZE58AA drive upgrade kit 1002rp - CallPilot 5.0 rackmount optional NTZE58BA 1002rp disk drive upgrade kit CallPilot 5.0 keycode N0032917 Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 17 If you are upgrading or migrating from a 1002rp with T1/SMDI connectivity, T1 and MPB96 boards are needed Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 18: Approximate Time To Perform Upgrade And Platform Migration Tasks

    CallPilot system out of service. Approximate time per task The following table shows the approximate times (in minutes) allocated for each task. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 19 For 202i, this is for restoring to USB HD (RDX drive), not to tape. d. Configuration times are based on two languages. e. Times for the 1002rp are for AML and T1/SMDI configurations. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 20: Running The 15 15 15 15 15

    The following table shows average total times to perform an upgrade. Approximate total time System 201i 3.5 hours 202i 703t 3.5 hours 1002rp 9.5 hours Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 21: Which Process Do I Choose: Platform Migration Or Upgrade

    If your current server platform is not supported, you must perform a platform migration. The unsupported platforms are: • 200i Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 22 The following table shows the supported platform configurations. Supported platform configurations Platform Component Minimum requirements 201i Hard drive 1 x 20 GB (minimum, unformatted) Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 23 2 x 147 GB (minimum) 2 GB (minimum) RAID controller LSI 320-1 MPB96 board Release 5.0 or later 6.45 RAID driver RAID Power Console 5.00i Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 24: Supported Software Upgrade Or Platform Migration Paths

    500 seats that are currently being used. That is, the customer cannot order a new keycode with only 400 seats. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 25: Reference Documents

    Check the Number Used column to see how many seats are configured. —End— Reference documents For a list of all CallPilot documents, see the following CallPilot Customer Documentation Map. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 26 26 Chapter 2 Before you begin Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 27: Chapter 3 Preparing The System For Upgrade

    2. Updating the server. Update the server hardware (if required) and then image the system. 3. Running the Setup Wizard. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 28 Installing the CallPilot 5.0 Upgrade Wizard Download the latest version of the CallPilot 5.0 Upgrade Wizard from Nortel in the Enterprise Solutions PEP Library (ESPL) at http://www.nortel.com/espl. Download and unzip the CallPilot 5.0 Upgrade Wizard PEP to the D:\temp\UpgradeWizard directory.

  • Page 29: Upgrade Wizard

    Result: The system installs the CallPilot 5.0 Upgrade Wizard on the CallPilot server. When the installation is complete, the Installation Complete window appears. Click Finish. —End— Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 30: Running The Callpilot 5.0 Upgrade Wizard

    Programs > CallPilot > Upgrade Wizard. Note: While the CallPilot 5.0 Upgrade Wizard runs, all screen information is written to the log file at D:\Nortel\Data\UpgradeWizard.log. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 31 Check screen. You need this information when you update your RAID subsystem. Platform Validity Check - supported platform Click Next to continue. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 32 You can continue with the upgrade process, but you must replace the unsupported drives with supported drives before you install the 5.0 image on your server. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 33 If you do not change the settings, messages may not be delivered using SMTP when the upgrade is complete until a new SMTP authentication method is selected. Nortel recommends that you select another authentication method prior to upgrading to avoid a potential service interruption. The SMTP authentication options can be found in CallPilot Manager under Messaging >...
  • Page 34 If you do not change the setting, messages may not be delivered using IMAP after the upgrade it complete until a new IMAP authentication method is selected. Nortel recommends that you select another authentication method prior to upgrading to avoid a potential service interruption.
  • Page 35 • When the system is in full service, go back to step • the CallPilot 5.0 Upgrade are synchronized Wizard continues. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 36 ATTENTION You can run this next step while the CallPilot server is processing calls, but the validation check uses considerable CPU resources. Nortel recommends that you validate your data when the call processing load is low. Click Next to determine if your data is valid and can be upgraded to CallPilot 5.0.
  • Page 37 Continue to the next step. You need your keycode, serial number, and Image CDs or DVDs to proceed and access the system CD drive. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 38 • the Feature Verification - matches the keycode Success screen appears. • click Next to continue with the wizard. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 39 Click Next to verify that your Image CD or DVD matches your CallPilot platform. Result: The Validate Image Media screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 40 For detailed instructions about updating the RAID subsystem, see "Updating the RAID subsystem" (page 50) Result: The Optional Language CD validation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 41 Click Next. If the Validate Language CD option was selected in the previous step, then the Language CD validation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 42 If the CD or DVD is not valid, the wizard blocks the rest of the upgrade process and you must contact your distributor (channel partner) to obtain the correct CD or DVD. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 43 CPU resources. Any messages that come in while the backup is running are not included in the backup. To avoid losing any user messages, Nortel recommends that you courtesy down the system prior to starting the backup. Select the type of backup medium for your CallPilot data.
  • Page 44 — If the list is populated, select the appropriate backup device and click Next to start the backup. Full System Backup - List Backup Devices Backing up your data Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 45 ATTENTION Failure to remove the tape from the drive adds an hour or more to the restore process. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 46 CallPilot 5.0 Upgrade Wizard - Finished Click Finish to close the CallPilot 5.0 Upgrade Wizard. Result: Phase 1 is now complete. Print or record the IP information in the file D:\Nortel\Data\IPCON- FIGURATION.txt. Note: You need the IP information if your backup is on a network drive, or if you are downloading PEPs from the network prior to the restore process.

  • Page 47: Replacing Your Hard Drives

    1 to 6 from left to right. Keep these drives as a backup in case you need to back out of the upgrade. Power off the server and remove all hard drives. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 48 Emulation: Mass Storage • Auto Rebuild: Disabled • Initiator ID: 7 • Cluster Mode: Disabled • Multiple PCI Delayed Transactions: Disabled Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 49 Configure logical drive A01 by pressing F10. • RAID 1 Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 50: Updating The Raid Subsystem

    ATTENTION Ensure that your RAID is not in a degraded state (the RAID is not split). Nortel strongly recommends that you perform a graceful stop of CallPilot services before you proceed to upgrade. •...
  • Page 51 "Updating your RAID driver: CallPilot 3.0" (page 54). WARNING Nortel strongly recommends that you do not perform low level formatting. Performing low level formatting results in the drives becoming unusable. Updating your RAID subsystem: CallPilot 2.02 or 2.5 If you are running CallPilot 2.02 (2.01.27.05) or CallPilot 2.5, you must update the following RAID components: •...
  • Page 52 Update the RAID driver: a. Click Start > Settings > Control Panel > SCSI Adapters. b. Select the Driver tab. c. Click Add. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 53 The system confirms that you are upgrading to 111U firmware (if you have an LSI1600 RAID controller) or 1L37 firmware (if Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 54 201i: Updating the RAID driver The 201i does not have a RAID system. Proceed to Chapter 4 "Updating the server" (page 61). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 55 Result: Your RAID driver is successfully updated. You can now run the CallPilot 5.0 Upgrade Wizard. Proceed to "Running the CallPilot 5.0 Upgrade Wizard" (page 30). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 56: Splitting The Raid Drives

    From the shortcut menu, select Tools > Fail Drive. Result: A message box appears advising that marking the online drive Failed will result in changes. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 57 Select the A01-2 drive using the cursor and press Enter. Select Fail Drive. Result: A warning message box appears. Ignore the warning message and select Yes. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 58 Ensure both drives are in the online state and marked green. In the Physical Devices section, right-click the first drive (A01-2-Onln). From the shortcut menu, select Tools > Fail Drive. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 59 What is next? You are now ready to install the CallPilot image. For instructions, see Chapter 4 "Updating the server" (page 61). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 60 60 Chapter 3 Preparing the system for upgrade Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 61: Chapter 4 Updating The Server

    "201i: Updating the system BIOS" (page 69) 201i 3.0 or later the section "Installing the CallPilot 5.0 Image" (page 73) Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 62: Replacing 1002Rp T1/Smdi Server Hardware

    Safety precautions Before you make any changes to the server hardware, follow these safety precautions: • Respect appropriate ESD rules. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 63 MPB96 board Removing unsupported hardware "1002rp server chassis" (page 63) shows the 1002rp server chassis. 1002rp server chassis Removing the unsupported hardware Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 64 PCI T1 board" (page 64) shows the layout of jumpers and switches on the D/480JCT-2T1 PCI T1 board. D/480JCT-2T1 PCI T1 board Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 65 Plug the MPB96 card in PCI slot 3. On the first Intel D/480JCT-2T1 PCI card: a. Set the card SW100 ID rotary dial switch to 0. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 66: Expanding The 1002Rp Aml System

    Do not drop and leave screws inside the server. • Do not drop hard objects (such as screwdrivers) inside the server as this can damage the server. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 67 Note: A mix of MPB96 and MPB16-4 is not supported. Removing unsupported hardware "1002rp server chassis" (page 67) shows the 1002rp server chassis. 1002rp server chassis Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 68 —End— Installing three MPB96 cards Step Action Install an MPB96 card in PCI slot 3. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 69: Upgrading The System Bios

    Select Installed O/S by using the up or down arrow keys. Change the value in the Installed O/S section to Other by pressing the plus sign or minus sign. Press F10. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 70 Result: A dialog box appears. At the following prompt, type Y: Y to Start Phase 2, N to go back to previous menu (Y/N). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 71 Action Disconnect the CLAN cable that connects the CallPilot server to the Nortel server subnet. This isolates the system from any undesired activity from the network, such as virus attacks. Do not reinstall the CLAN cable until antivirus software is installed on the CallPilot server.
  • Page 72 Result: The system updates the BIOS and then prompts you to reboot the server. Press Ctrl+Alt+Del to reboot the CallPilot server. Result: The CallPilot server reboots. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 73: Installing The Callpilot 5.0 Image

    DVD drive. Disconnect the CLAN cable that connects the CallPilot 201i server to the Nortel server subnet. This isolates the system from any undesired activity from the network, such as virus attacks. Do not reinstall the CLAN cable until you install the antivirus software on the CallPilot server.
  • Page 74 Action Insert CallPilot Image CD 1 of 3 for the 703t or 1002rp platform that is being upgraded into CD drive. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 75 Installing the CallPilot 5.0 Image 75 Disconnect the CLAN cable that connects the CallPilot server to the Nortel server subnet. This isolates the system from any undesired activity from the network, such as virus attacks. Do not reinstall the CLAN cable until you install the antivirus software on the CallPilot server.
  • Page 76 Press the + key until the original settings appear. e. Press F10 to save this setting. Result: A dialog box appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 77 CallPilot 5.0 software image. The required Raid Subsystem configuration is: -LSI320-1 Raid Controller firmware -1l37 -Raid Driver – 6.45 -Power Console Software -5.00i) Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 78 What is next? You are now ready to restore your data. For instructions, see Chapter 6 "Running the Setup Wizard" (page 97). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 79: Chapter 5 Preparing The System For Migration

    DNS name already applied to the source system. Print or record the IP Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 80 Installing the CallPilot 5.0 Upgrade Wizard on the source system Download the latest version of the CallPilot 5.0 Upgrade Wizard from Nortel in the Enterprise Solutions PEP Library (ESPL) at http://www.nortel.com/espl. Note: The source system is the old system being migrated and the target system is the new Release 5.0 system.

  • Page 81: Running The Callpilot 5.0 Upgrade Wizard

    The CallPilot 5.0 Upgrade Wizard performs the following tasks: • platform validation (software and hardware) Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 82 The following screen differs if you are migrating from a supported platform. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 83 If you do not change the settings, messages may not be delivered using SMTP when the upgrade is complete until a new SMTP authentication method is selected. Nortel recommends that you select another authentication method prior to upgrading to avoid a potential service interruption. The SMTP authentication options can be found in CallPilot Manager under Messaging >...
  • Page 84 If you do not change the setting, messages may not be delivered using IMAP after the upgrade it complete until a new IMAP authentication method is selected. Nortel recommends that you select another authentication method prior to upgrading to avoid a potential service interruption.
  • Page 85 • has enough free space the CallPilot 5.0 Upgrade Wizard continues. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 86 ATTENTION You can run this next step while the CallPilot server is processing calls, but the validation check uses considerable CPU resources. Nortel recommends that you validate your data when the call processing load is low. Click Next to determine if your data is valid and can be migrated to CallPilot 5.0 or click Cancel to exit.
  • Page 87 Serial Number and Key Code Type your new CallPilot dongle Serial Number and Key Code in the appropriate boxes and click Next. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 88 Click Next to verify the platform migration. The CallPilot 5.0 Upgrade Wizard determines if a platform migration is required. Result: The Platform Migration Confirmation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 89 RAID subsystem. For detailed instructions about updating the RAID subsystem, see "Updating the RAID subsystem" (page 50). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 90 Click Next. If the Validate Language CD option was selected in the previous step, then the Language CD validation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 91 (channel partner) to obtain the correct CD or DVD. Result: The Select Backup Medium screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 92 The backup takes from 1 to 3 hours to complete and consumes considerable CPU resources. Nortel recommends that you back up your data only when you perform a courtesy shut down of the system. You can click Cancel to exit the wizard and choose another time to run the backup.
  • Page 93 From the Select a Task area, select Maintain and configure backup devices. • If no network devices are listed, click Add Device. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 94 Result: The Perform System Backup screen appears. Backing up your data Click Start Backup to start the backing up the system. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 95 Otherwise, continue to the next step. Click Next. Result: The Finished - Platform Migration screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 96 Refer to the CallPilot Server Hardware Installation NTPs for instructions on installing the new server. Proceed with Chapter 6 "Running the Setup Wizard" (page 97). —End— Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 97: Chapter 6 Running The Setup Wizard

    If your backup is on a network drive or you are downloading PEPs from the network, you must restore your network settings: • Specify the IP address and subnet mask for the Nortel server subnet. Do not change your computer name unless necessary. •...

  • Page 98: Running The Setup Wizard

    Administrator account is Bvw250. The Setup Wizard automatically launches if you log on to an unconfigured CallPilot server. A CallPilot server, freshly upgraded Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 99 View the items on the Platform Validity Check screen and click Next. Note: If your server does not meet the minimum hardware and software requirements for the upgrade, contact your support organization. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 100 Performing Platform Validity Check window. For example, the 201i platform could have fewer items listed. Result: The Telephony Board Validation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 101: Upgrade And Platform Migration Guide

    The Setup Wizard performs a disk space check. There must be enough free disk space to restore your backed up data. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 102 In the User-ID field, type the name of the user that has permission to backup/restore on the network folder selected. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 103 "Starting the CallPilot 5.0 Upgrade Wizard" (page 30)). Click Next through those screens and the database upgrade starts. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 104 Result: A screen appears warning you that the system will automatically restart. Click OK. Result: The system restarts. Proceed with Chapter 7 "Configuring the CallPilot system" (page 105). —End— Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 105: Chapter 7 Configuring The Callpilot System

    • CallPilot server dongle ID (serial number) and CallPilot 5.0 keycode. • CallPilot IP settings, the machine name and DNS suffix which were printed from the file D:\Nortel\Data\IPConfiguration.txt. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009...

  • Page 106: Running The Configuration Wizard

    This advanced level of security reduces risk." Nortel recommends that you do not lower the security level. Nortel also recommends that you do not select the check box to not show the message again. If you do lower the security level and you try to access a Web site off the server, it may be blocked by the security setting.

  • Page 107: Upgrade And Platform Migration Guide

    Configuration Wizard. Disregard the error message by closing the dialog box, and continue the configuration procedure. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 108 Enter your Serial number and Keycode. Keycode and serial number Ensure that the Serial number and Keycode are correct for CallPilot 5.0, and then click Next. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 109 Ensure that the details on the Feature Verification screen match your expectations and click Next. Note: If a feature is missing or is not what you expected, acquire a new keycode from your Nortel distributor. Result: The Server Information screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard...
  • Page 110 Verify the information on the Server Information screen, modify it if necessary, and then click Next. Result: The Password Information screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 111 If you are on a CallPilot T1/SMDI system, do the following: — Ensure that the Simplified Message Desktop Interface (SMDI) transport data settings and the COM port settings are correct Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 112 In the Language CD Location box, enter the path to the CallPilot 5.0 Language Prompts CD and click Next. Result: The Language Installation screen appears. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 113: Upgrade And Platform Migration Guide

    If you need to make changes: a. Choose the card that is assigned to the ELAN subnet (For M1/CS1000 systems only). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 114 114 Chapter 7 Configuring the CallPilot system b. Specify the IP address and subnet mask for the Nortel server subnet. (The IP address information is in the following file: D:\Nortel\Data\IPCONFIGURATION.txt) c. Repeat the steps for the ELAN subnet. d. Specify the gateway for the Nortel server subnet.

  • Page 115: Chapter 8 Completing The Process

    After you configure CallPilot Manager, enter your network settings (DNS, WNS, and so on). The network information is preserved from the original system and is located at D:\Nortel\Data\IPconfiguration.txt. Setting the DNS You must configure the Primary DNS suffix for the CallPilot Address Book to function properly.

  • Page 116: Installing Antivirus Software

    CallPilot image was installed. For more information about the antivirus software packages that have been approved by Nortel for CallPilot, refer to the P-2007-0101-Global : CallPilot Support for Anti-Virus Applications bulletin. Note: After you install the antivirus software, reconnect the CLAN cable.

  • Page 117: Testing The Callpilot System

    Meridian 1 and CallPilot Server Configuration (NN44200-302) • Succession 1000 System and CallPilot Server Configuration (NN44200-501) Proceed with "Returning CallPilot to service" (page 118). Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 118: Returning Callpilot To Service

    Press Esc to return to the Objects menu. Press Esc to return to the Management menu. Press Esc to exit the RAID configuration utility. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 119: Upgrade And Platform Migration Guide

    "Restoring CallPilot after a failed upgrade (RAID)" (page 118). Monitor the rebuild by opening the Windows MegaRAID console. —End— Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 120 If you do reboot or power down during this process, you must return the system to its original configuration, Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 121: Registering And Activating Windows 2003 121

    Double-click the Key icon at the lower right of the screen. Key icon Result: The Let’s activate Windows screen appears. Activate Windows screen Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 122 Unauthorized product key screen Enter the product key that appears on the label, and click Next. Result: The Thank You screen appears. Click OK. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 123 Result: You are asked to provide the installation ID that appears on the screen. You are then given a confirmation ID. Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...
  • Page 124 Enter the confirmation ID in the boxes marked A to G, and then click Next. Result: The Thank You screen appears. Proceed with normal operations. —End— Nortel CallPilot Upgrade and Platform Migration Guide NN44200-400 01.12 Standard 5.0 24 April 2009 Copyright © 2007–2009, Nortel Networks...

  • Page 126: Upgrade And Platform Migration Guide

    Document version: 01.12 Document date: 24 April 2009 To provide feedback or report a problem in this document, go to www.nortel.com/documentfeedback. Sourced in Canada The information in this document is subject to change without notice. The statements, configurations, technical data, and recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty.

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