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NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks Corporation (MITEL). The information is subject to change without notice and should not be construed in any way as a commitment by Mitel or any of its affiliates or subsidiaries. Mitel and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. No part of this document can be reproduced or transmitted in any form or by any means electronic or mechanical - for any purpose without written permission from Mitel Networks Corporation. Mitel is a trademark of Mitel Networks Corporation. Other product names mentioned in this document may be trademarks of their respective companies and are hereby acknowledged.
3300 IP Communications Platform Clustering for Multi-Node Management Mitel Communications Director (MCD) Release 4.0 July 2009
, Trademark of Mitel Networks Corporation Copyright 2009, Mitel Networks Corporation All rights reserved
Table of Contents
Chapter 1: Introduction
Purpose of This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Building Blocks of Multi-Node Management Clustering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 How Calls are Routed in a Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Routing an Inbound Call from Outside the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Routing Inter-element Calls Within the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 System Data Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Hierarchy of Element Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 About Sharing Scopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Data Sharing at Network, Network Group, and Administration Group Scopes . . . . . . . . . . 16 Scope of Data Sharing at Resilient Pair Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Remote Directory Number Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Administrative Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Embedded Resilient Device Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Multi-Node Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter 2: Planning
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Pre-requisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Collect Network Element Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Collect Cluster Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Plan Automatic Route Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Identify Users and Resiliency Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Plan COS and CORs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Collect User and Device Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Collect IP Trunking Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Review Database Programming Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Table of Contents
Table of Contents
Obtain the Import Spreadsheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Create Subfolders for the Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Review Rules and Guidelines for Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Ensure RDN Synchronization Method is Set Correctly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Expand Worksheet Column Titles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Errors Must be Corrected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Use the Logs Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Data in Shared Forms is Distributed to the Cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Data for Unshared Forms Must be Imported into each Element . . . . . . . . . . . . . . . . . . . . . . . . 67 Copy Data into the Worksheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Create the Import File from the Import Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Set Call History Records Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Preview the Import Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Import the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Troubleshooting Import Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Validation Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Import Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Introduction
Chapter 1
Introduction
Introduction
Networking
A network is group of interconnected elements, for example SX-2000 or 3300 ICP systems. 3300 ICP systems are interconnected via IP trunks and/or DPNSS over T1 trunks. SX-2000 systems are interconnected via DPNSS and APNSS. In the System Administration Tool, the Network Element Assignment form is the starting point for networking systems together. It defines all elements within the network. You use the Network Element Assignment form to define and manage the basic attributes of network elements, such as name, IP address, type, data-sharing status, and zones. specify the elements that you want to start sharing system data with and set the scope of the sharing. specify elements that you want to synchronize data with and select the forms and data records that you want to synchronize. sort, modify, and delete network elements belonging to a data-sharing network or cluster.
You also use the Network Element Assignment form to start data sharing via System Data Synchronization (SDS) among elements within a network. You can group network elements in clusters.
Clustering
A cluster is a group of interconnected elements that are configured together in such way that it appears to the end users that they are connected to a single large system. A user can make a call from one system in the cluster to another simply by dialing an extension number. For calls within the cluster, the phone displays present the calls to the users as if the calls were internal to a single system. Features, such as Message Waiting Indication and Group Paging, are supported across the cluster. A cluster can exist within a network of standalone elements. A Primary Node ID (PNI) is a digit string that you assign to each standalone element and each cluster within a network. Automatic Route Selection for the network is set up to route calls to the standalone element or cluster based on the PNIs. If your cluster is not part of a network of elements, you do not need to assign PNIs to the cluster members.
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Introduction
Once the cluster element receives the call and identifies the called partys CEID index, it examines the associated ARS routing digits in its Cluster Element Assignment form. It then prefixes the ARS routing digits (CEID digits) to the extension number. ARS then routes the call to the cluster element where the extension resides.
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Introduction
Stage 2 - the second element receives 55572000. It checks for a dialable string of 55572000. It finds 5557 followed by any 4 digits in its ARS table. ARS points to Route 6. The element dials 55572000 out to the third element. Stage 3 - the third element receives 55572000. It checks for a dialable string of 55572000 in its digit tree. The elements digit tree indicates 5557 is in its Cluster Element Assignment form. In its Cluster Element Assignment form, the element finds that 5557 has the Local value field set to Yes, which indicates that the extension is a local device. The element then strips the 5557 off and rings extension 2000. Note: Users in a cluster do not dial the PNI or CEID digits of a cluster element when they call other extensions in the cluster. Dialing the extension number is sufficient for calling any user within the cluster.
When SDS is running in a cluster, all adds, modifications, and deletions to the data that you have designated as shared are automatically distributed to the other elements in the cluster at the specified sharing scopes. In resilient configurations, SDS also synchronizes the data of resilient users and devices between primary and secondary controllers. After you set up data sharing between the primary and secondary controllers, the application automatically keeps user and device data, such as feature key programming and DND settings synchronized between the primary and secondary controller regardless of whether the changes are made on the primary or secondary controller: If resilient users modify their set programming while their sets are being supported on the primary controller, SDS automatically updates the secondary controller with the changes. If resilient users fail over to their secondary and modify their set programming, SDS updates the primary controller with the changes after the primary controller returns to service. If an administrator updates resilient user and device data on either the primary of secondary controller, SDS automatically updates the database of the other controller.
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Introduction
Network groups are sub-groups of elements within the network. Administrative groups are sub-groups of elements within a network group. Each element must belong to at least one administrative group and each administrative group must belong to a network group. A cluster is a separate group of elements within the network that shares a common telephone directory. An element may or may not belong to a cluster. There is no relationship between clusters, and network groups or administrative groups. An element that belongs to a cluster can belong to multiple administrative groups and network groups. As well, elements that belong to administrative groups or network groups can belong to multiple clusters. Figure 3 illustrates the group hierarchy for elements:
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The following sections provide examples of the most commonly used sharing scopes.
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Introduction
For example, if the user at extension 3000 programs a feature access key on his or her set while on the primary controller (System A), SDS distributes the programming update for the new key to the user's secondary controller (System B), but not to System C or System D. Likewise, if the user's set is on the secondary controller (System B) and the user programs a feature access key, SDS distributes the programming update for the new key to the user's primary controller (System A), but not to System C or System D.
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You can still use OPS Manager in the other network management functions, such as alarm monitoring and database backups, but you cannot use it to perform telephone directory management, including Moves, Adds, and Changes. You should migrate to RDN Synchronization if all of the following conditions apply: 18 Your network or cluster consists of only 3300 ICPs. All 3300 ICPs have Mitel Communications Director (MCD) Release 4.0 or later software.
Introduction
You do not want or need to use OPS Manager to maintain the element telephone directories. Do NOT migrate to RDN Synchronization if you want to continue to use OPS Manager to manage the element telephone databases and to perform Moves, Adds, and Changes operations.
The following graphic illustrates how the telephone directories are synchronized across a cluster using RDN Synchronization.
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Table 1 identifies the forms that are updated when you add a new telephone directory entry. Both Element A and Element B support RDN Synchronization, are sharing data, and the Telephone Directory Assignment form is being shared at the "All 3000 ICP"scope. If you add a new entry through the User Configuration form on Element A, the entry is written into the databases of both Element A and Element B and recorded in the following forms: Table 1: Forms Updated by the Addition of a Telephone Directory Entry
Forms on Element A User Configuration Telephone Directory (shared at "All 3300 ICP" scope) Remote Directory Number Assignment DN listed in form Yes (local number) Yes Forms on Element B User Configuration Telephone Directory (shared at "All 3300 ICP" scope) Remote Directory Number Assignment DN listed in form No (remote number) Yes
No (local number)
Administrative Groups
System Data Synchronization allows you to share system form data among groups of elements at different sharing scopes. Administrative groups are sub-groups of elements within a network group. Elements that are members of a administrative group, share SDS form data at the Administrative Group Members scope. Multi-node Management applications are supported for SDS Administrative Groups. These applications, such as Application Reach Through, Fault Management, and Backup and Restore, allow an administrator to manage the elements within the Administrative Group.
From the IP Console Configuration form, you can Create or delete a resilient IP Console Enable or disable resiliency for an existing IP Console.
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Introduction
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Introduction
Glossary of Terms
Figure 9 illustrates the following terms:
Figure 9: Cluster of Interconnect 3300 ICPs Administrative Group - System Data Synchronization allows you to share system form data among groups of elements at different sharing scopes. Administrative groups are sub-groups of elements within a network group. Elements that are members of a administrative group, share SDS form data at the Administrative Group Members scope. Multi-Node Management applications are supported for SDS Administrative Groups. CEID Index - a 1- to 3-digit number from 1 to 999 that you assign to the CEID digit string of a cluster element in the Cluster Element Assignment form. You use the CEID Index number to associate the CEID string in the form with the remote directory numbers in the Remote Directory Number Assignment form. Cluster - a group of interconnected elements that all share the same PNI. 3300 ICP systems can be interconnected via IP trunks and/or DPNSS over T1 trunks. SX-2000 systems can be interconnected via DPNSS and APNSS.
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Cluster element - a single SX-2000 or 3300 ICP system that is a member of a cluster. Cluster Element Identifier (CEID) Digits - a digit string used to identify an element in a cluster. In a cluster that is configured for the PDN feature, the CEID allows calls to be routed between the elements in the cluster. You assign unique CEID digits to each cluster element. You also assign a CEID index to each CEID. You must set up ARS to route calls between the cluster elements based on the CEID digits. Embedded Resilient Device Support - In a network or cluster that supports RDN Synchronization, you can configure resilient devices from the 3300 ICP System Administration Tool. Prior to MCD Release 4.0, you had to use OPS Manager to configure resilient devices. Feature DN - a directory number that allows DPNSS features, such as busy lamp fields, direct paging and extension paging to function across the cluster. You enter unique directory numbers in the Feature DN fields of the Cluster Element Assignment form at each element in the cluster. ICP/PBX Assignment form - a programming form in the System Administration Tool that sets up signaling links between elements and establishes how long the signaling session will stay up after the call clears down.You must program this form for each element in the cluster (including the local element). You assign the local element a PBX Number that matches its CEID index.You then assign a PBX Number to each remote element. Each remote PBX Number must match the remote elements associated CEID index. Local cluster element - the cluster element that supports the device (that is, the devices primary controller). Local device - the devices (for example IP Phones) that an element supports are considered local to that cluster element. Multi-Node Management Applications - Applications, such as Application Reach-Through, that are available to a system administrator within an SDS Administrative Group. These applications support the management of the elements that belong to the SDS Administrative Group. Network - a group of interconnected elements, for example SX-2000 or 3300 ICP systems. 3300 ICP systems can be interconnected via IP trunks and/or DPNSS over T1 trunks. SX-2000 systems can be interconnected via DPNSS and APNSS. Network element - an element, for example an SX-2000 system or 3300 ICP system, that is a member of a network. Portable Directory Number- a call processing feature that is available in a cluster. Primary Node Identifier (PNI) - a digit string that identifies a network element or a cluster within a network. Automatic Route Selection for the network is set up to route calls to the network elements based on the PNIs. Note that in a single standalone cluster, you do not need to assign PNIs to the cluster members. Remote cluster elements - in relation to the cluster element that you are programming, the other cluster elements are considered remote.
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Introduction
Remote device - the devices in a cluster that are not supported by a given element (that is, the devices that are supported by other elements in the cluster) are considered to be remote to that element. At each cluster element, you must assign the devices that are remote to that element with the CEID index of its local cluster element. You assign CEID indexes in the Cluster Element Assignment form. The Remote Directory Number Assignment form lists the portable directory numbers of all the remote devices in the cluster. Remote Directory Number - Local directory numbers are hosted on the element that you are logged into while remote directory numbers are hosted on another element in the cluster. Users can call remote directory numbers from any extension in the cluster by just dialing the number. The Remote Directory Number Assignment form lists the remote directory numbers in a cluster network. The Remote Directory Number assignment forms of the cluster elements are updated via OPS Manager synchronizations or via Remote Directory Number Synchronization. Remote Directory Number Synchronization - supports the synchronization of remote telephone directory entries across all the element databases in a network or cluster. If you migrate a network or cluster to support Remote Directory Number (RDN) Synchronization, any telephone directory entries that you add, modify, or delete at an element though the System Administration Tool are automatically distributed to the other elements. Resiliency - allows a network to maintain calls in progress, handle new incoming and outgoing calls, and continue to provide voice mail service in the event of 3300 ICP failure or a network-level failure. Resiliency is achieved by setting up a network of 3300 ICPs in a resilient cluster, which is a specially configured network of 3300 ICPs that can direct IP phones and route and maintain calls. System Data Synchronization - In a network or cluster of elements, certain programming data, such as Interconnect Handling Restrictions, Feature Access Codes, Class of Service Options, and System Options, must be identical at each element. The System Data Synchronization (SDS) application reduces the time required to set up and manage networks or clusters of 3300 ICPs by allowing you to compare the data in a programming form of one cluster element against the data in same form on another element in the cluster. synchronize the form data of a network or cluster of elements with the form data of a master element share system form data among a network or cluster of elements (3300 ICP systems).
Share Operation - an SDS feature that allows you to maintain consistent system form data in a cluster by sharing data updates among the cluster elements. After sharing is enabled, the data that you identified in the Shared Forms Configuration form will be shared among the selected elements. Then, if a record is added or modified in a shared form of one of the cluster elements, the update will be made automatically in the databases of the other cluster elements. Sync Operation - an SDS feature that allows you make the shared form data on one or more remote elements the same as the data on a local element. A Sync operation allows you to synchronize the form data across a Before you can perform a sync operation, the remote elements must already be sharing data with the local element at the desired scope.
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Standalone network element - a network element that is not included in the cluster.
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Planning
Chapter 2
Planning
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Planning
Overview
It is important to plan your cluster before you begin implementation. This section provides site examples, guidelines, and recommendations to help you plan a multi-node management cluster. A well-planned cluster is easier to implement and maintain. The planning steps are Compete Pre-requisites Collect Network Element Information Collect Cluster Information Plan Automatic Route Selection Identify Users and Resiliency Requirements Plan Class of Services and Class of Restrictions Collect User and Device Data Plan IP Trunking Note: The data shown in the planning sheets is provided as an example only.
Pre-requisites
The following are pre-requisites:
Training
You must be trained and certified as a Mitel 3300 ICP technician.
Documentation
Identify and record the site requirements using the 3300 ICP Site Planning Guide. Review the topics in the Voice Networking book of the 3300 ICP System Administration Tool online help.
Hardware
All elements in a Multi-Node Management Cluster must be 3300 ICPs. The cluster can contain other element types, for example SX-2000 PBXs, but only 3300 ICPs support SDS, RDN Synchronization, Embedded Resilient Devices, and Multi-Node Management applications.
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Software
The functionality required to support Multi-Node Management and Remote Directory Number Synchronization is available with MCD Release 4.0 or later software. All elements in Multi-Node Management administrative group require MCD Release 4.0 or later software. The following feature options must be enabled at each element in the cluster: Networking Options enabled in the License and Option Selection form System Data Synchronization must be enabled in the License and Option Selection form of each cluster element (this option is enabled by default).
Other
You will need Microsoft Excel to use the planning spreadsheets and the 3300 ICP Import/Export Spreadsheets.
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Planning
Host Name E2T IP Address RTC IP Address Subnet Mask Gateway IP Address Layer 2 Switch IP Address Domain Name Primary DNS Server Secondary DSN Server
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Planning
Figure 12 shows an example of how you could plan user resiliency in a cluster. In the Users and Resiliency tab of the ClusterPlanning.xls spreadsheet, record the following for your cluster: number and type (Standard, Hot Desk, or Teleworker) users at each element. number of resilient users primary (home) and secondary controller for each resilient user user and device licenses required at each element.
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Planning
The same Classes of Service and Classes of Restriction should be used across all the elements in the cluster. Refer to COSandCOR tab in the ClusterProgramming.xls spreadsheet for examples.
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Chapter 3
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Getting Started
You can configure and program the controllers in an off-site lab and then deliver the controllers to the customer site. However, the cluster elements must be programmed with the actual customer site IP addresses before you install them in the customer network. To achieve this requirement in a lab setting, ask your IT administrator to create a separate subnet for you in your lab. Then, assign the actual site IP addresses that you obtained from the customers IT administrator to the controllers. You can program a 3300 ICP system by manually entering data in each form within the System Administration Tool, or you can import data into the forms using the Import Spreadsheet (see About the Import Spreadsheet Tool on page 61). For forms that are shared via System Data Synchronization, you only need to program or import the data into a single element within the cluster. SDS then distributes the data to the other elements. For forms that are not shared, you program or import the data into that form on each element. This document describes how to set up a cluster by importing data using the Import Spreadsheet and .csv files. To install and configure a multi-node management cluster, complete the following tasks: Prepare Controllers Create the Import .CSV files Cluster the Network Elements Import the Cluster Data Test Your Cluster Configuration Import Set and User Data Finish Data Programming Configure Resiliency
Prepare Controllers
Install Hardware and Upgrade Controller Software
1. Perform initial setup of each controller. Refer to Chapter 2: Initial Setup in the 3300 ICP Technicians Handbook.
2. Install hardware. Refer to Chapter 3: Installation and Programming in the 3300 ICP Technicians Handbook.
3. Upgrade controllers to latest version of system software (MCD Release 4.0 or later) Use the MCD Software Installer Tool to upgrade each controller to MCD Release 4.0 or later software.
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See the MCD Software Installer Tool online help for instructions.
Caution: After you configure a controller to support to RDN Synchronization, do not downgrade back to a non-RDN Synchronized network. Downgrading is not recommended or supported.
From the System Administration Tool After you install a new system that has MCD Release 4.0 or later software, you are prompted to select the synchronization method after initial login. 1. Launch the Internet Explorer browser on your PC and go to the URL of the 3300 ICP Controller: https://<hostname>/main.htm where <hostname> is the name or IP address assigned to the controller if no DNS is available. Note: If connecting to an MXe Server, you must use the System IP address (default 192.168.1.5) rather than the RTC IP address. 2. You are prompted to install the Mitel Root CA security certificate. Click the "Install Mitel Root Certificate" link and follow the instructions to install the certificate. 3. Log into the 3300 ICP System Administration Tool with a User Authorization Profile that has Root Administrator privileges. The system defaults are username: system password: password Note: We recommend that you change the username and login passwords of the default root account through the User Authorization Assignment form. 4. The following dialog appears after you log in the first time and before you are presented with the system tool access screen. Note that this dialog only appears the first time that you log into a new system.
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Figure 14: Selecting the Telephone Directory Synchronization Method 5. Select Telephone Directory Number Synchronization via SDS and click Submit. 6. Repeat the above procedure on each newly installed element. You must configure telephone directory synchronization method on each system in the cluster or network. All the systems in the cluster or network must use the same synchronization method.
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one worksheet for the network or cluster; if you want to share the data among administrative groups, create one worksheet per administrative group. For individual forms, create a worksheet for each element. Cluster Element Assignment - Members (shared) ICP/PBX Assignment (individual) ICP/PBX Members (shared) Class of Service (shared) Class of Restriction (shared) Trunk Service Assignment (shared) IP XNET Trunk Profile (individual) IP XNET Trunk Group (individual) Digital Link Assignment (individual) Link Descriptor Assignment (individual) MSDN DPNSS - DASS2 Trunks (individual) Protocol Assignment (ISDN) (individual) Trunk Service Assignment (individual) Digital Trunk Assignment (individual) Digits Modification Assignment (individual) Account Code Assignment form (shared) Tone Plan Assignment form - if Loop Start Trunks (shared) Route Assignment (individual) ARS Digits Dialed (individual) User Configuration (individual) Multiline IP Set Configuration (individual) - Optional Wireless Phones IP Set Configuration (individual) - Optional Multiline Set Key Assignment (individual) Pickup Group Assignment (individual) Pickup Group Members (individual) Trunk Group Assignment (individual) Trunk Group Members (individual) Hunt Group Assignment (individual) Hunt Group Members (individual) Note: Do not create a .CSV for the Network Synchronization form. If you need to program this form, you must program it manually through the System Administration Tool. 6. From the Import Spreadsheet worksheets, create .CSV import files for the forms. See Copy Data into the Worksheets on page 68 and Create the Import File from the Import Spreadsheet on page 69 for instructions. Also, see the conditions listed below.
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When you create .CSV files, these conditions apply to the following forms: Cluster Element Assignment - Members Complete the Name, PBX Number/Cluster Element ID, Local, and Comments field. Set the Local field to "Yes" for the master element (the element into which you will import the data). Set the remote elements to "No". Leave the Cluster Element ID Digits and Feature DN fields blank. Leave the Existing Network Element field blank.
User Configuration When you import data into the User Configuration form, some common data, such as directory number and device type, is also written into the following forms: Multi-line IP Set Configuration Wireless IP Set Configuration Telephone Directory Assignment
Although it is useful to create one large spreadsheet that allows you to view all user entries, when you import the entries, you must import them in blocks of 1000 entries or less. See Import User and Set Data on page 54 for details. When you Check Data Format, if errors are highlighted in the User Configuration worksheet, ensure that you correct them before you import the data into the system. The User Configuration import writes data into other forms, such as the Telephone Directory Assignment, and errors may be propagated to these forms. Before you begin importing the user data: Set the Call History Records field in the "System Options Assignment" form to 0 at each element. The system limit is 56000 Call History records. However, by default the system assigns 20 call records to each user which restricts the import to 2800 users. Since not all sets require or support Call History (for example 53xx IP Phones or analog sets), set the default to 0. Set the Call History Records capacity on each system based on set requirements (see Set Call History Records Capacity on page 69). After importing the users, manually update the entries that require call history records through the Multiline IP Set Configuration form.
Multiline IP Set Assignment (optional) Importing the "Multiline IP Set Assignment" form is optional because the data is imported via the User Configuration form. However, you may want to import this form to modify certain fields. Set the cells in the "Max Call History Records" column of the "Multiline IP Set Assignment" import spreadsheet to 0. Although the default is 20 in the spreadsheet, the import may fail if the cells are not set to 0.
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The
2. Access the Network Element Assignment form and complete the following: Enter the Network Element Name Enter the IP address for the system Set "System Type" to 3300 ICP. Leave the other fields blank.
3. Access System Date and Time form, click Change Set the system date and time manually, or Specify the DNS address of a of an Network Time Protocol (NTP) server. The form supports synchronization of system date and time and automatic adjustment for Daylight Savings Time based on the Zoneinfo. Zoneinfo is a collaborative database of the world's time zones, and is primarily intended for use with computer programs and operating systems. Note that you only have to set the System Date and Time on a master element. After you start sharing data via SDS from the master element, the other elements will be updated with the settings in this form.
4. Enter the DBMS SAVE command. 5. If you want one of the elements to act as the DHCP server, complete DHCP programing on the element. See the 3300 ICP Technicians Handbook and System Administration Tool online help for instructions. The following conditions apply: You must populate the DHCP Subnet form with the subnets that you want the DHCP server to respond to. By default, this form is assigned with the subnet 192.168.1.0. If different subnets will be used in your installation, then delete this default subnet. Enter the subnets to be used in your installation in this form. In the DHCP Options form, configure the options that you want applied to the subnets. Apply each option to the defined subnets at one of the following scopes: Global, Subnet, or Range. The DHCP server responds with option information to DHCP requests based on the priority of the scope setting. The highest priority is Range, followed by Subnet, and lastly Global. Note that the scopes only apply to subnets that you have defined in the DHCP Subnet form. A request from a subnet, or scope, that is not defined in this DHCP Subnet form will not elicit a DHCP response. If you deleted the default subnet of 192.168.1.0 from the DHCP Subnet form, the associated DHCP option information for this subnet is ignored. However, you should delete any DHCP options assigned to this subnet from the DCHP Options form as a
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Next, add the remote elements: 1. In the Network Element Assignment form, click Add. 2. Enter a unique system name of up to 9 characters in length for the remote element. Use the names that you have assigned to the remote elements in your plan (see Figure 10). 3. Set the type of element to "3300 ICP". If you set the network element type to an element type other than "3300 ICP", the element will not support System Data Synchronization. 4. Enter the IP address of the remote element in 4 octet format. The address must match the IP Address that you assigned to the remote element. The Local node field of remote elements are set to FALSE. Only the system that you are logged into will have this field set to LOCAL. 5. Ensure that the "IP Address or FQDN" field is programmed as an IP address. SDS is not supported when a FQDN is entered in this field. 6. Enter the Zone Number (default 1) for the IP media stream originating or terminating at this network element. 7. Click the SIP Peer check box to designate this network element as a SIP Peer. Complete the SIP Peer fields. Refer to the online help for the form for a description of the fields. 8. Under 3300/SX2000 Properties, click the Member of Cluster check box and enter the Cluster Element ID Index for this element. 9. Click Save. The new element record is added to the Network Element Assignment form. The Data Sharing field is set to NO. This field identifies the data sharing status for this element. 10. The new element is added to the same Network Group and same Administrative Group as the local element (the element that you are currently logged in to).
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Caution:The PNI will be changed on all elements in the network after you start sharing.
5. Next, import the .CSV file that your created from the Cluster Element Assignment - Members worksheet. See for Import the Data on page 71 for details. Before you import the .CSV file to this form, open and delete the entries from the "Existing Network Element" column. Leave the CEID digits and Feature DNs blank. You will enter this information manually
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later in the procedure. Also, leave the "Network Element ID" field blank. Although this field doesnt appear in the import spreadsheet, it appears in the .csv file. The system software automatically completes this field when you import the .csv file. Save, close, and then import the .CSV file.
6. After you start SDS sharing, the data in the Network Element Assignment form and Cluster Element Assignment form will be distributed to the other elements.
After you start sharing data among the cluster elements, System Data Synchronization distributes any updates that you make to common data, such as Feature Access Code values, to the other elements at the default sharing scopes. The Shared Forms Configuration form defines the form data that is shared and the scope of the data sharing. Start sharing data among the elements at the default sharing scopes: 1. Access the Network Elements Assignment form.
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2. Click the check boxes of the elements with which you want to start sharing. The Sharing Data column identifies if the element has been configured to share data. Select all network elements that are eligible for sharing from the list by clicking the Select All box located in the top left-hand corner of the frame.
Select All
Figure 17: Network Element Assignment - Select Elements for Sharing 3. For sharing to be successful, the names in the System IP Configuration forms of the remote elements must match the names that you entered in the Network Element Assignment form. However, if the system name field on a remote element is blank (factory default) then sharing will be allowed and the system name on the remote element will be updated with the name via SDS. 4. By default, SDS will share form data at the scopes listed in the Shared Forms Configuration form. You can modify the default sharing scopes, if desired, from the Shared Forms Configuration form. Note: If elements are in different time zones, set the sharing scope for the System Date and Time form to None or Admin Group. In this case, you will need to set the date and time on each element. 5. Click Start Sharing. The local system begins communicating with the elements that you selected for sharing. A confirmation window lists the elements that will start sharing data and the forms that will be shared.
Caution:After you start SDS sharing among the elements, do not stop sharing unless absolutely necessary. Do not stop sharing while voice traffic is running in the system.
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Figure 18: Confirm Start Sharing 6. Verify that the correct elements are listed. 7. Click OK. After the start sharing operation is complete, the Data Sharing field in the Network Element Assignment form will change to YES.
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6. Click Save. 7. Using Application Reach-Through functionality, access the Administrative Group forms on one of the elements in the Chandler group (for example, Icp559) to view a list of the group members. 8. If elements are located in different time zones, share the System Date and Time form among the elements at the Administrative Group scope, and then set the system date and time on one element in each administrative group.
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IP Trunk Data
1. Import the Trunk Service Assignment data into a master element 2. Import the IP XNET Trunk Profile data into each element. 3. Import the IP XNET Trunk Group data into each element.
ARS Data
1. Import the Digit Modification Assignment form data into the database of each element. 2. Import the System Account Code data, if required, into a master element. SDS shares this data by default to the remote elements. 3. Import your Route Assignment form data. By default, SDS does not share this data. If your routing data is identical on each element, share the route data but reserve some other routes as non-shared. The non-shared routes can be configured differently on each element (for example, digital trunks): Access the Shared Forms Configuration form and select the Route Assignment form from the list of shareable forms. Click Change Share the Route Assignment form at the "All Cluster Members" scope. Select All records except those specified. Click Add criteria. Select Route, select is between and then enter a range of route numbers that you want to exclude from sharing. You can use these route numbers at each element to create element-specific routes. Click Save.
4. Using Application Reach-Through, import the ARS Digits Dialed data into the ARS Digits Dialed form on each element.
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7. Place calls between all the phones to verify that IP trunking is configured correctly. 8. Delete the test phone entries from the User Configuration forms on each element.
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Note: When importing user and set data, it is recommended that you perform database backups at regular intervals during the import process. Perform a database backup after each significant data import (for example, after every 1000 records). 1. Access the "Network Element Assignment" form and perform an SDS sync operation from one of the elements to ensure the databases of the cluster elements are synchronized. 2. Set the "Call History - Default Call History Records" field in the "System Options Assignment" form to 0 at each element. 3. Import the user configuration data into each element. The following rules apply: For large databases of over a 1000 records, import the records in blocks of 1000 or less. Do not attempt to import more that 1000 records at a time. Note that in the "User Configuration" import spreadsheet, you can specify the secondary controller for the resilient devices. Enter the name of the secondary element (not the PBX number) in the spreadsheet. Before performing the import, exit any other non-essential applications on the client PC. The client PC must be running the minimum number of applications when importing large quantities of data into an element. After you complete an import, before proceeding with the next import, ensure that the "Shared Data Updates - All" form is clear on the local and remote elements.
4. Optionally, import the "Mutliline IP Set Configuration" data into each element.When you import the "Multiline IP Set Assignment" data, the following rules apply: Ensure that all the "Max Call History Records" cells in the import spreadsheets are set to 0. After imports are complete, you can manually assign call history records just to those devices that require them. For large databases of over 1000 records, import the records in blocks of 1000 or less. Do not attempt to import more than 1000 records at a time. Before performing the import, exit any non-essential applications on the client PC. The client PC must be running the minimum number of applications when importing large quantities of data into an element.
5. Optionally, import the "Wireless Phone IP Set Configuration" form data into each element. 6. Optionally, import the "Multiline Set Key Assignment" form data into each element.
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Note: When programming digital (TDM) trunks, if you want to assign an external clock source for network Synchronization, you must program the "Network Synchronization" form manually. Do not import the data into this form. First import the data from the forms listed in the Configuration menu, starting from top to bottom. Then, import the data from the forms listed in the Administration menu, starting from top to bottom.
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Configure Resiliency
Creating a New Resilient Device or Hot Desk User
1. Log into the element that will be the home (primary) element for the resilient device or user. The element that you are logged into when you create the new device or user is the home (primary) element. 2. Do one of the following: To create a resilient IP phone or hot desk user, access the User Configuration form, or To create a resilient IP console, access the IP Console Configuration form.
3. Click Add and complete the required fields in the form. 4. Under "Phone Service Settings", select the name of the secondary element from thedrop-down list of cluster members.
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Note: You can select any element in the cluster to be the secondary element However, to support resiliency for the device or user, the selected element must be sharing data with the local element. Check the Network Element Assignment form to ensure that the selected secondary element is sharing data with the local element. 5. Click Save. System Data Synchronization shares the device data at the Resilient Pair scope between the device's primary and secondary controller.
3. Under "Phone Service Settings", select the name of the secondary element from the drop-down list of cluster members. Note: You can select any element in the cluster to be the secondary element However, to support resiliency for the device, the selected element must be sharing data with the local element. Check the Network Element Assignment form to ensure that the selected secondary element is sharing data with the local element. 4. Click Save. System Data Synchronization shares the device data at the Resilient Pair scope between the device's primary and secondary element.
Disabling Resiliency
To disable resiliency from a IP phone, hot desk user, or IP console: 1. On the home (primary) element, access the User Configuration form (IP phone or hot desk user), or IP Configuration form (IP console).
2. Select the directory number of the resilient device and click Change.
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3. Under Phone Service Settings, in the Secondary Element field, select Not Assigned. 4. Click Save. The entry for the resilient device is deleted from the secondary controller.
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Introduction
Importing data can save you considerable configuration time, and reduces the likelihood of data-entry errors. This functionality is valuable for adding user and device data during initial system configuration (that is, when you are installing and configuring a new system or cluster). when you wish to add a large number of new users to an existing system database.
The Import Spreadsheet tool is a Microsoft Excel spreadsheet that is supplied with the 3300 ICP software. It consists of a series of spreadsheets that correspond to the System Administration Tool programming forms. You enter your programming data into the Import Spreadsheet Tool forms and then use the tool to import the data form by form into the system database of a master element. The System Data Synchronization application then distributes that shared data to the other elements in the network or cluster.
Requirements
The client PC must have at least 2 GB of committed memory and a minimum of 512 MB of RAM (1 GB is recommended). Due to the large size of data import files, it is recommended that you close all non-essential programs to ensure that the largest amount of memory is available. A large data import can use up to 1.5 GB of storage. You need a Zip archive application like WinZip installed on your client PC in order to open the Import Spreadsheet form after downloading it. You need Microsoft Excel 97 (SR-2), Excel 2000 (SP 3), Excel 2003 (SP 2)or higher installed on your client PC in order to download and read the Import Spreadsheet form, and to manipulate the data to be imported to the system database. For CSV files containing characters in the extended ASCII character setthat is, characters above 128use UTF-8 file encoding when saving the file.
Conditions
Import files created with an Import Spreadsheet from previous releases of the 3300 ICP are incompatible with the current release and vice versa. The Import Spreadsheet should only be used on PCs with North American versions of Microsoft Windows. Using the spreadsheet on non-North American versions of Windows could produce errors caused by incorrectly translated characters. CSV files generated by the Import Spreadsheet and subsequently modified using Microsoft Excel may cause errors when imported into the 3300 ICP. Use Windows Notepad or other text editor to edit the file or edit the original worksheet in the Import Spreadsheet and regenerate the .csv file.
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The User Configuration, Key Assignment and Telephone Directory worksheets are not listed in the All Forms worksheet and thus cannot be recreated if deleted. If deleted, you must obtain a new Import Spreadsheet. Import adds and updates existing data in the 3300 ICP database; it never deletes records.
Figure 23: Import Dialog Window 4. From the Import dialog box, click download a copy of the Import Spreadsheet. 5. Click Save to save the .tar file to your PC. 6. Open the .tar file using WinZip. 7. Extract the .xls and .txt files using WinZip to the same directory, then launch the spreadsheet (.xls file) from that directory. This ensures that all columns are present in the spreadsheet. The columns correspond to the fields in the System Administration Tool forms and are derived from data contained in the .txt file. Caution:You must extract both the .xls and .txt files to the same directory before opening the spreadsheet (.xls) file. Otherwise, you will not get the latest version of the spreadsheet.
8. Set the Platform type and set the synchronization mode to RDN Synchronization via SDS before you save the spreadsheet to a new folder.
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Figure 24: 3300 Import Spreadsheet Main Page - Use SDS Version
Figure 25: Create Subfolders for Import Worksheets When you create .CSV files from the import worksheets, you will save the files that contain data that is common to the cluster, such as Class of Service, in the folder for a master element. After you import common data into the master element, it is shared via System Data Synchronization to the other cluster elements. Save the .CSV files that contain non-SDS shared data, such as trunk data, into each associated element folder.
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Figure 26: Shared and Non-Shared .CSV Files for Master Element Icp554
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can sort the user entries by PBX Number and then copy the columns of entries into the element worksheet.
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Note: If you need to import over 1000 records, you must import the records in blocks of 1000 records or less. For example, if you need to import 5000 records, create five import files of 1000 records each.
2. Cells with errors are highlighted with red borders. Correct errors in the cells and then click Check Data Format again. Repeat the process until the spreadsheet is free of errors. 3. Click Save for Import. The import file is saved as a .CSV file in the same folder that contains the Import Spreadsheet. The system automatically appends a date and timestamp to the saved file. 4. In Windows Explorer, copy the .CSV file to the appropriate element folder and append the element name to the form name: for example, User_Configuration_Icp554_200902101147.CSV. Note: If the Browse button is available in the worksheet, you can click Browse and save the file directly to the appropriate element folder.
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2. Multiply that number by the device's default call history records value plus the number of call history records that you wish to allocate to the device. For example, if your import file contains 10 devices that support call history recording, each device has a default call history value of 20, and you wish each device to have a call history record value of 10, multiply 10 x (20 + 10) = 300. The maximum number of call history records is 56000. 3. From the Selection menu, choose System Configuration. 4. Click System Capacity and then click Dimension Selection. 5. Click Change. 6. Ensure that the value in the Call History field in the "Dimension Selection" form is larger than the value obtained in Step 2 above. If it is not larger, enter the value you obtained in Step 2. 7. Click Save.
Caution:The maximum number of call history records must not exceed the number of call history records allocated on a system-wide basis through the Dimension Selection form.
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Note: The Import button is disabled if there are data format errors. You cannot import erroneous configuration data. See Troubleshooting Import Errors on page 71 for information on how to resolve errors.
Validation Errors
Validation errors result from invalid data formats in the Import Spreadsheet. To avoid validation errors, ensure that the entries for each cell in the Import Spreadsheet meet the requirements for valid data entries (numbers fall within an allowable range, numeric data are all digits, there are no illegal characters, and so forth). Validation errors are detected before the data is actually imported into the system database. The errors display in an Import Preview window.
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If the system detects errors, the appearance of the Import Preview window changes: No errors detected displays all data records from the Import Spreadsheet. Errors detected displays an ERROR FOUND IN DATA message and records that contain data format errors. Fields with errors are highlighted.
The Error column may display error messages such as Too many characters in name field Too many digits in Directory Number
You cannot import erroneous configuration data. You must resolve errors before retrying the import.
Import Errors
Import errors occur when data from the Import Spreadsheet form conflicts with existing system data. For example, you could import a user profile that has the same Directory Number as a profile that already exists in the system database. Alternately, you could import a user whose name is exactly the same as the name of an existing user. In both cases, the imported data conflicts with existing system data, so import errors occur. Import errors are detected during the import processthat is, while the data is imported or written to the system database. A record of these errors is logged in a Summary window. If the system detects errors, a Summary window displays: No errors detected displays all data records from the Import Spreadsheet. Errors detected displays an ERROR FOUND IN DATA message and records that contain data format errors. Fields with errors are bold.
The Error column may display error messages such as Directory Number already exists Name already exists
Import errors must be resolved after the import is complete. Resolve these errors in the form that is receiving the imported data.
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Figure 30: Application Reach-Through: Form Highlights Table 2: Application Reach-Through: Form Highlights
Number Description Selection menu displays the name of the Login element (the element that you logged into). Alarm Status field displays the highest alarm level for all the elements in the Administrative Group. Form name and the name of its element.
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After you reach through to a form on a remote element, click this button to remain on that element. While the button is enabled on the remote element. , the form names listed in the Selection menu access the forms
Click this button again to disable auto reach-through. While this button is disabled , the form names listed in the Selection menu once again access the forms on the Login node (element). If the Auto Reach-Through button is disabled, the form names access forms on the Login element. If the Auto Reach-Through button is enabled, the form names access forms on the remote element.
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3. Modify the form as desired. 4. Click on a form in the left-hand menu to access a different form from the local element.
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When you restore a database, you can choose to restore the backup file from a drive on the local PC or from the FTP server.
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