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Clone and OS Customization Clone and OS Customization Process, page 1 Automated Cloning and OS Customization, page 2 Manual Cloning and OS Customization, page 9 Clone and OS Customization Process Figure 1: Clone and OS Customization Process Installing and Configuring Cisco Hosted Collaboration Solution for Contact Center, Release 9.0 1

Clone and OS Customization - Cisco€¦ · Clone and OS Customization •CloneandOSCustomizationProcess,page1 •AutomatedCloningandOSCustomization,page2 •ManualCloningandOSCustomization,page9

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Page 1: Clone and OS Customization - Cisco€¦ · Clone and OS Customization •CloneandOSCustomizationProcess,page1 •AutomatedCloningandOSCustomization,page2 •ManualCloningandOSCustomization,page9

Clone and OS Customization

• Clone and OS Customization Process, page 1

• Automated Cloning and OS Customization, page 2

• Manual Cloning and OS Customization, page 9

Clone and OS Customization ProcessFigure 1: Clone and OS Customization Process

Installing and Configuring Cisco Hosted Collaboration Solution for Contact Center, Release 9.0 1

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Automated Cloning and OS Customization• Download Automation Tool, on page 2

• Complete Automation Spreadsheet, on page 3

• Run Automation Script, on page 7

Download Automation ToolThe automation tool is contained in the GoldenTemplateTool_901.zip file, downloadable from Cisco.com athttps://communities.cisco.com/docs/DOC-30791.

Extract the file and copy the GoldenTemplateTool_901 folder to the root of your C: drive.

Figure 2: GoldenTemplate_VMDataSheet_901.xls

This folder contains five subfolders and the GoldenTemplate_VMDataSheet_901.xls file:

• The Archive subfolder holds any prior versions of the automation spreadsheet, saved with a date andtime stamp.

• The Log subfolder holds all log files saved with a date and time stamp.

• The PlatformConfigRepository subfolder has three subfolders. All folders are empty until you run theautomation script:

◦ The CUCM folder has three XML files—one for the publisher and one for each subscriber.

◦ The CUIC folder has two XML files—one for the publisher and one for the subscriber.

◦ The FINESSE folder has two XML files—one for the primary node and one for the secondarynode.

• The Report subfolder holds all automation reports, saved with a date and time stamp. (This subfolder isempty until you run the automation script.)

• The scripts subfolder holds four scripts. The file named DeployVM.PS1 is the primary script and callsthe other scripts during the automation.

• GoldenTemplate_VMDataSheet_901.xls is the spreadsheet to complete for the automation process.

Installing and Configuring Cisco Hosted Collaboration Solution for Contact Center, Release 9.02

Clone and OS CustomizationAutomated Cloning and OS Customization

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Complete Automation SpreadsheetThe GoldenTemplate_VMDataSheet_901.xls automation spreadsheet contains a row for each virtual machinethat will be created from the source system.

The automation script reads this spreadsheet row-by-row. For each golden template, the script clones, createsthe customization file for the operating system, and deploys all virtual machines to the destination Sides Aand B.

Figure 3: GoldenTemplate_VMDataSheet_901.xls Automation Spreadsheet

You will require only two Unified CVP Servers for 500 agent deployment model.Note

Automation Spreadsheet ValuesThis table explains the value required in each cell of the GoldenTemplate_VMDataSheet_901.xls spreadsheet.Enter values for the Source server. Obtain and enter values for the Destination servers.

The following Description column identifies any guidelines that apply to the data. For example,GOLDEN_TEMPLATE_NAME cannot contain spaces. Both the automation spreadsheet and VMWareaccept names comply with these guidelines. However, the automation script fails if the template namesare not in conformance with them.

Note

ExampleDescriptionColumn

UCCE_CallServer_SideAThe type of the VM, based on theContact Center software installed.Default contents are not editable.

VM_TYPE

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ExampleDescriptionColumn

Windows2008The type of Operating Systeminstalled on the VM. Defaultcontents are not editable.

OS_TYPE

YESRequired. Retain the default NO toskip VM creation duringautomation. Change to YES tocreate a VM using automation.

CREATEVM

xxx.xxx.xxx.xxxRequired. The IP address of theESXi host for this golden template.

SOURCE_HOST_IP

datastore1(3)Required The name of theDatastore where this goldentemplate resides.

SOURCE_DATASTORE_NAME

MyCallServerRequired. The name of the goldentemplate from which the new VMis to be deployed. Cannot containspaces and special characters /, \,?,:,* ,.,",<,>.

GOLDEN_TEMPLATE_NAME

CallServerSideACallServerSideARequired. The name for the newVM. Cannot contain spaces orspecial characters.Maximum of 32characters.

NEW_VM_NAME

xxx.xxx.xxx.xxxRequired. The IP address of theESXi Host for the new VM.

DEST_HOST_IP

datastore2(1)Required. The name of theDatastore for the new VM.

DEST_DATASTORE_NAME

9.0.xCurrently this field is applicableonly for Cisco UnifiedCommunicationsManager, UnifiedIntelligence Center, and CiscoFinesse.

PRODUCT_VERSION

DemoCallSrvARequired. The NET BIOS namefor the new computer. 15-charactermaximum. Do not use the specialcharacters /, \, ?,:,* ,.,",<,>

COMPUTER_NAME

NODrop-down list:YES adds the VM to aWorkGroupand enablesWORK_GROUP_NAME.

NO adds the VM to a domain andenables DOMAIN_NAME,DOMAIN_USER, andDOMAIN_PASSWORD.

WORK_GROUP

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ExampleDescriptionColumn

NARequired. Enter the Workgroupname. Used only ifWORK_GROUP is set to YES.

WORK_GROUP_NAME

mydomain.comRequired. Enter the Domain name.Used only if WORK_GROUP isset to NO.

DOMAIN_NAME

AmericaRequired. Drop-down selection ofthe timezone area to be set UnifiedCM. For the United States ofAmerica, select America.

TIME_ZONE_LINUX_AREA

EasternRequired. Drop-down selection ofthe timezone location to be set forUnified CM, Unified IntelligenceCenter, or Cisco Finesse.

TIME_ZONE_LINUX_LOCATION

(GMT-05:00) Eastern TIme (US&Canada)

Required. Drop-down selection ofthe timezone to be set for theUnified CVP and Unified CCEVMs.

TIME_ZONE_WINDOWS

HarryUserRequired. The user name for adomain user with privileges to addthe new computer to the domain.Enabled only if WORK_GROUPis set to NO.

DOMAIN_USER

password@123Required. The password for thedomain user. Enabled only ifWORK_GROUP is set to NO.

DOMAIN_PASSWORD

ZZZM2-Y330L-HH123-99Y1B-GJ20BRequired. The valid Windows OSproduct key in the formatxxxxx-xxxxx-xxxxx-xxxxx-xxxxx.

PRODUCT_KEY

LabAdminRequired. The full name of theowner. Administrator and Guestare not allowable names. This is amandatory field for OS_TYPEWindows 2008.

OWNER_NAME

MyOrganizationRequired. The Organization Nameto be set.

ORGANIZATION_NAME

MyUnitRequired. The Organization Unitto be set for Unified CM, UnifiedIntelligence Center, or CiscoFinesse.

ORGANIZATION_UNIT

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ExampleDescriptionColumn

MyCityRequired. The OrganizationLocation to be set for Unified CM,Unified Intelligence Center, orCisco Finesse.

ORGANIZATION_LOCATION

MyStateRequired. The Organization Stateto be set for Unified CM, UnifiedIntelligence Center, or CiscoFinesse.

ORGANIZATION_STATE

United States of AmericaRequired. Drop-down selection ofthe Organization Country to be setfor Unified CM, UnifiedIntelligence Center, or CiscoFinesse.

ORGANIZATION_COUNTRY

xxx.xxx.xxx.xxxRequired. The IP Address of theNTP server.

NTP_SERVER

2Values in the field arepre-populated based onVM_TYPEfield and are protected. Values are“1” or “2”.

This value indicates the number ofNICs to be configured for the VMs.

NIC_NUM

xxx.xxx.xxx.xxxRequired. A valid IPv4 address forNIC1.

IP_ADDRESS_NIC1

xxx.xxx.xxx.xxxRequired. A valid subnet mask(IPv4 address) for NIC 1.

SUB_NET_MASK_NIC1

xxx.xxx.xxx.xxxRequired. A valid Default gateway(IPv4 address) for NIC1.

DEFAULT_GATEWAY_NIC1

xxx.xxx.xxx.xxxRequired. A valid IPv4 address forthe primary DNS for NIC1.

DNS_IP_NIC1

xxx.xxx.xxx.xxxRequired. A valid IPv4 address forNIC 2.Valid only if the value in theNIC_NUM fields is 2.

IP_ADDRESS_NIC2

255.255.255.255Required. A valid subnet mask(IPv4 address) for NIC 2. ForUnified CCE VMs only.

SUB_NET_MASK_NIC2

xxx.xxx.xxx.xxxRequired. A valid IPv4 address forthe primary DNS for NIC2. ForUnified CCE VMs only.

DNS_IP_NIC2

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ExampleDescriptionColumn

xxx.xxx.xxx.xxxOptional. A valid IPv4 address forthe alternate DNS for NIC2. ForUnified CCE VMs only. Mustdiffer from the address of theprimary DNS for NIC2.

DNS_ALTERNATE_NIC2

Run Automation ScriptLaunch VMware vSphere PowerCLI (32-Bit) to run the automation script.The first time you run PowerCLI, you must enter the following command to determine whether the RestrictedExecution policy is in effect or is restricted.get-executionpolicy

If the policy is restricted, enter the following command:set-executionpolicyAt the Supply Values prompt, enter Unrestricted. Then enter Y. This changes the execution policy so thatyou can run unsigned scripts that you write on your local computer and signed scripts from other users.

What to Do Next

Enter a command using the syntax:<Path to the script> <Path of the spread sheet>

<vCenter IP / Hostname> <vCenter User> <Password to connect to vCenter>C:\GoldenTemplateTool_901\scripts\DeployVM.PS1C:\GoldenTemplateTool_901\GoldenTemplate_VMDataSheet_901.xls testvCenter testuser testpassword

Figure 4: GoldenTemplate_VMDataSheet_901.xls testvCenter testuser testpassword

This starts a script that parses the data, validates the data, creates a VM and a customization file for the VM.

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Ongoing status messages, updated every 30 seconds, display as the script executes.

Figure 5: Status Messages

If you monitor the progress in the vSphere client, note that the vSphere Target is the golden template source.

Figure 6: vSphere Target

If the script runs successfully, it typically completes in several hours.

If the script encounters errors, it stops and displays those errors on the screen and also stores them in the logfile.

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Clone and OS CustomizationRun Automation Script

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Completion of the script generates a status report in the Report folder. The status report has a link to the Logfile. Consult this file to debug error conditions and to consult with Cisco Support.

Figure 7: Status Report of Golden Template to VM Conversion

Manual Cloning and OS Customization• Create Customization File for Windows Based Components, on page 9

• Generate Answer File for Unified CM and Unified Intelligence Center, on page 10

• Deploy Virtual Machine from the Golden Template, on page 11

Create Customization File for Windows Based ComponentsComplete the following procedure to create the customization file for windows based components (UnifiedCCE Callserver, Unified CCE Dataserver, Unified CVP Callserver, Unified CVP Reporting Server, andUnified CVP OAMP Server).

Procedure

Step 1 In VMware vSphere Client, choose View > Management > Customization Specification Manager.Step 2 Click New.Step 3 On the New Customization Specification page, complete the new customization specification:

a) From the Target Virtual Machine OS menu, choose Windows.

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b) Under the Customization Specification Information, enter a name for the specification and an optionaldescription and click Next.

Step 4 On the Registration Information page, specify the registration information for this copy of the guest operatingsystem. Enter the virtual machine owner's name and organization and click Next.

Step 5 On the Computer Name page, click the most appropriate computer name option that identifies this virtualmachine on the network.

Step 6 On theWindows License page, specify theWindows licensing information for this copy of the guest operatingsystem:a) Enter your product volume license key.b) Check Include Server License information (required to customize a server guest operating system).c) Click Per server to specify the server license mode. Enter 5 as the maximum number of connections you

want the server to accept. Click Next.

Step 7 On the Administrator Password page, enter a password for the administrator account and confirm the passwordby reentering it. Click Next.

Step 8 On the Time Zone page, choose the time zone for the virtual machine and click Next.Step 9 On the Run Once page, click Next.Step 10 On the Network page, choose the type of network settings to apply to the guest operating system and click

Next:a) Typical settings allow the vCenter server to configure all network interfaces from a DHCP server.b) Custom settings require you to manually configure the network settings.

Step 11 On the Workgroup or Domain page, click Windows Server Domain and enter the destination domain, theusername, and the password for a user account that has permission to add a computer to the specified domain.

Step 12 On the Operating System Options page, check Generate New Security ID (SID) to generate a new securityidentity and click Next.

Step 13 On the Ready to complete page, review your Customization File Summary, and then click Finish.

Generate Answer File for Unified CM and Unified Intelligence CenterComplete the following procedure to generate an answer file for Unified CM and Unified Intelligence Center.

Procedure

Step 1 Open the link http://www.cisco.com/web/cuc_afg/index.html.Step 2 Configure the following cluster-wide parameters:

a) Under Hardware, select Virtual Machine for Primary Node Installed On.b) Under Product, select the product name and the product version.c) Under Administrator credentials, enter the administrator username and password, and confirm the password.d) Under Security Password, enter a password and confirm password.e) Under the Application user credentials, enter the application username, password, and confirm the password.

Cisco recommends that you use the same System Application or Administrator credentials for all nodes.

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f) Under Certificate information, enter the organization name, unit, location, state, and country for the UnifiedCM and Unified Intelligence Center.

g) Under SMTP, check the box Configure SMTP host and enter the SMTP location.

Step 3 Configure the following primary node parameters:a) Under NIC Interface Settings, check the check box Use Auto Negotiation.

Do not change the MTUsettings.

Note

b) Under Network Information, enter the IP address, hostname ,IP mask, and gateway information.Do not select the option Use DHCP for IP Address Resolution.

c) Under DNS, select the option Configure Client DNS, and enter Primary DNS IP and DNS name.d) Under Timezone, select the option Use Primary Time Zone Settings.e) Under Network Time Protocol, check Use Network Time Protocol and enter the IP address, NTP server

name, or NTP Server Pool name for at least one external NTP server.

Step 4 Configure the following secondary node parameters:a) Under NIC Interface Settings, check the check box Use Auto Negotiation.

Do not change the MTUsettings.

Note

b) Under Network Information, enter the IP address, hostname, IP mask, and gateway information.Do not select the option Use DHCP for IP Address Resolution.

c) Under DNS, select the option Configure Client DNS, and enter primary DNS IP and DNS name.d) Under Timezone, check Use Primary Time Zone Settings.e) Under List of Secondary Nodes, click Add Secondary Node.

Step 5 ClickGenerate Answer files & LicenseMAC to download the answer file for publisher and first subscriber.For Unified CM, where an answer file for a second subscriber is required, close and open the answerfile generator web page and enter the details for the publisher and second subscriber. Download theanswer file for the second subscriber only, because you already downloaded the publisher file alongwith the first subscriber.

Note

Deploy Virtual Machine from the Golden TemplateComplete the following procedure to deploy the virtual machine from the golden template. Use the 500 AgentDeployment Checklists and the 1000 Agent Deployment Checklist to record the hosts, IP addresses, and SANlocations for your deployment.

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Procedure

Step 1 Right-click the template and choose Deploy Virtual Machine from this template.Step 2 Enter a virtual machine name, choose a location, and click Next.Step 3 On the Host/Cluster page, specify the host on which you want to store the template. Make sure that the

host/cluster is valid. Click Next.Step 4 Click Advanced. Specify a valid datastore for the virtual machine that complies with the Cisco HCS for

Contact Center component you deploy.Step 5 Click Next.Step 6 Make sure that the datastore RAID levels for the component that you install comply with conditions specified

in the SANConfiguration for the 500Agent Deployment or SANConfiguration for the 1000Agent Deploymenttable.

Step 7 Click Thick provisioned Lazy Zeroed to allocate a fixed amount of storage space to the virtual disk. ClickNext.

Step 8 Click Customize using an existing customization specification and click Next.Step 9 Select the customization file created in Create the Customization File for the Template.Step 10 Review the settings for the new virtual machine. Click Finish.

Installing and Configuring Cisco Hosted Collaboration Solution for Contact Center, Release 9.012

Clone and OS CustomizationDeploy Virtual Machine from the Golden Template