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HiPath OpenScape V2.

0
Installation Guide

*1PA31003-S5020-S100-1-7620*
1P A31003-S5020-S100-1-7620

The information provided in this document contains merely general descriptions or


characteristics of performance which in case of actual use do not always apply as described or which may change as a result of further development of the products.
An obligation to provide the respective characteristics shall only exist if expressly
agreed in the terms of contract.

Siemens AG 2004
Information and Communication Networks,
Hofmannstrae 51, D-81359 Mnchen, Germany
Reference No.: A31003-S5020-S100-1-7620 Printed in the Federal Republic of Germany.
Subject to availability. Right of modification reserved.

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Content

Content

1 About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


1.1 Prerequisite Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.2 Purpose of This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.3 How to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.4 Related Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.5 Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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2 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.1 Upgrades from V1 SPCR to V2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.1.1 Production Mode with Upgrade of Media Server Software . . . . . . . . . . . . . . . . . .
2.1.2 Production Mode with Re-installation of Media Server PC . . . . . . . . . . . . . . . . . .
2.1.3 Early Deployment Mode with Upgrade of Media Server Software . . . . . . . . . . . .
2.1.4 Early Deployment Mode with Re-installation of Media Server PC . . . . . . . . . . . .
2.2 System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1 OpenScape Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.1 OpenScape Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.2 OpenScape Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.3 OpenScape Management Console (OMC). . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.4 OpenScape MCU (Multipoint Control Unit). . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.5 OpenScape Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.6 OpenScape Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.7 OpenScape Trace File Accumulator (TFA). . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.8 OpenScape Early Deployment Mode (EDM) . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.9 OpenScape Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.10 OpenScape Forest Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.1.11 SIP Phones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2 Non-Siemens Prerequisite Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.1 Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.2 Windows Server 2003 Active Directory Application Mode (ADAM) . . . . . . . .
2.2.2.3 Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.4 Microsoft Office LC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.5 Microsoft Exchange 2000/2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.6 Microsoft Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.7 Microsoft .NET Framework V1.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.2.2.8 Microsoft Web Service Enhancements (WSE) 2.0 . . . . . . . . . . . . . . . . . . . . .
2.3 OpenScape Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.3.1 Infrastructure Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.3.1.1 Production Mode vs. Early Deployment Mode . . . . . . . . . . . . . . . . . . . . . . . .
2.3.2 OpenScape Application Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.3.3 Additional Devices and Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.3.4 Deployment Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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2.3.5 Deployment Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7


2.3.6 Typical Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
2.4 Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
2.5 OpenScape Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
2.5.1 Existing Licenses from V1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
2.5.2 New Licenses in V2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
2.6 Non-OpenScape Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
3 Pre-Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.1 Recommended Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2 Infrastructure Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2.1 Required Infrastructure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2.2 OpenScape Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2.2.1 MS SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
3.2.2.2 SSL Encryption for MS SQL Server 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
3.2.2.3 JAVA Runtime Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.2.4 WSE2.0 for SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.3 OpenScape Routing Dispatcher on LC Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.4 OpenScape Administrator on Client Machine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
3.2.5 MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
3.2.6 Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
3.2.7 OpenScape Trace File Accumulator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
3.2.8 OpenScape Early Deployment Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.2.9 End Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.2.10 Recommendations Based on Number of OpenScape Users . . . . . . . . . . . . . . . . 3-5
3.2.10.1 Normal Traffic Call Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
3.2.10.2 High Traffic Call Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
3.2.11 Database Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
3.3 Infrastructure Server Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
3.3.1 Domain Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
3.4 Server Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
3.5 Account/Group/Permissions Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
3.5.1 By Network/Domain Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
3.5.1.1 Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
3.5.1.2 Imported AD Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
3.5.2 By Installer/Local Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
3.5.2.1 Account Requirements for OpenScape Management . . . . . . . . . . . . . . . . . . 3-12
3.5.2.2 Namespace Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
3.6 SIP Phone Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
4 Installing Live Communications Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.1 Installing the LC Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.2 Local Machine Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3 Installing and Setting Up the Windows Messenger (WM) Client. . . . . . . . . . . . . . . . . .
4.3.1 Testing with Windows Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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4.3.2 Uninstalling Windows Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


4.3.3 Installing Windows Messenger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.3.4 Configuring the WM Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.4 Configuring the RTCService Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.5 LCS Setup Checklist and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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5 Active Directory Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


5.1 Environment Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.2 Attributes and Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.2.1 Attributes and Objects Hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.3 Attribute Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4 Class Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4.1 siemensOSServices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4.2 siemensOSServiceConnectionPoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4.3 siemensOSGlobalContainer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4.4 siemensOSDomain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.4.5 siemensOSTrustedService . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.5 Early Deployment Mode or Production Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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6 Setting up OpenScape in Early Deployment Mode (EDM) . . . . . . . . . . . . . . . . . . . .


6.1 Installation Requirements for EDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.2 Domain and System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.3 ADAM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.4 EDM Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.4.1 Verifying the ADAM Schema Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.5 MIgrating from EDM to Production Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.5.1 Installation Requirements for Migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.5.2 Migrating from ADAM to Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.5.2.1 Checking for OpenScape Users that are members of Administrative Groups
6.5.3 Verifying the Migration from ADAM to Active Directory. . . . . . . . . . . . . . . . . . . . .

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7 Setting Up a Forest in Production Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


7.1 Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.2 Modifying the Enterprise Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7.3 Verifying the Enterprise Schema Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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8 Preparing the OpenScape Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


8.1 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.2 Hints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.3 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.3.1 Installing the First OpenScape System into a Prepared Forest . . . . . . . . . . . . . .
8.3.2 Installing the Second OpenScape System into a Prepared Forest Upgrade . . . .
8.3.3 Complex Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.3.4 Brief Description of Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.4 Important . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.5 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.6 XML File for Environment Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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8.7 Root Domain Preparation and Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9


8.7.1 Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
8.7.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
8.7.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
8.7.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
8.8 OpenScape System Domain Preparation and Verification . . . . . . . . . . . . . . . . . . . . . 8-12
8.8.1 Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
8.8.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
8.8.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
8.8.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15
8.9 User Only Domain Preparation and Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16
8.9.1 Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16
8.9.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16
8.9.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
8.9.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18
8.10 Root Domain Membership and Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.10.1 Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.10.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19
8.10.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
8.10.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
8.11 Domain Membership and Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
8.11.1 Domain Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
8.11.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
8.11.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21
8.11.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21
8.12 XML File for System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22
8.13 OpenScape System Preparation and Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22
8.13.1 System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22
8.13.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22
8.13.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24
8.13.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-27
8.14 Routing Dispatcher/LCS System Preparation and Verification . . . . . . . . . . . . . . . . . 8-28
8.14.1 System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-28
8.14.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-28
8.14.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-29
8.14.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-30
8.15 Media Server System Preparation and Verification . . . . . . . . . . . . . . . . . . . . . . . . . 8-30
8.15.1 System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-31
8.15.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-31
8.15.1.2 Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-32
8.15.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-33
8.16 MCU System Preparation and Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-33
8.16.1 System Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-33
8.16.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-33

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8.16.1.2 Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.16.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.17 TFA System Preparation and Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.17.1 System Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.17.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . .
8.17.1.2 Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.17.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.18 EDM System Preparation and Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.18.1 System Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.18.1.1 Using the Environment Preparation Tool . . . . . . . . . . . . . . . . . . . . . . . . . .
8.18.1.2 Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.18.2 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8-35
8-35
8-35
8-36
8-36
8-37
8-37
8-38
8-38
8-38
8-39
8-40

9 Installing OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1 Pre-Installation Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.1 Raising the Domain Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.2 Synchronizing the Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.3 Windows Server 2003 Terminal Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.3.1 Remote Administration Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.3.2 Application Server Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.3.3 Terminal Services service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.4 Setting Up User and Administrator Cross-Functionality . . . . . . . . . . . . . . . . . . . .
9.1.5 Firewall Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.5.1 Portal Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.5.2 OpenScape Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.6 Virus Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.1.7 Account Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.2 Verifying the Server Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.3 Installing the OpenScape Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.4 Verifying and Configuring Ports and Routes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9.5 Installing OpenScape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9-1
9-1
9-1
9-1
9-2
9-2
9-3
9-3
9-3
9-4
9-4
9-4
9-4
9-4
9-5
9-5
9-6
9-9

10 Installing OMC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.2 Installing Microsoft Hotfix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.3 Installing the OMC Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.4 Configuring the OMC, TFA and RD Snap-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.5 Configuring the OpenScape Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.6 Installing the OpenScape License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.7 Configuring the SMTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.8 Testing the OMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.9 Symptoms and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10.10 Testing OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10-1
10-1
10-2
10-2
10-2
10-3
10-4
10-5
10-5
10-5
10-6

11 Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1


11.1 OpenScape using IPSec Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1
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11.2 Special Steps for SDK Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1


12 Installing OpenScape MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.1 MCU Installation Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.2 Installing the Standalone MCU (MC and MP on same box) . . . . . . . . . . . . . . . . . . .
12.3 Installing the Standalone MCU (MC and MP(s) on different boxes) . . . . . . . . . . . . .
12.3.1 Installing MC with MP on a different box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.3.2 Installing MP with MC on a different box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.4 Configuring MCU SiP URI and Testing the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.5 One Box Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.5.1 Installing the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.5.2 Configuring the DNS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.5.3 Configuring the MC SIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12.5.4 Configuring the LCS Route and Testing the MCU . . . . . . . . . . . . . . . . . . . . . . .

12-1
12-1
12-1
12-2
12-2
12-3
12-4
12-5
12-5
12-5
12-5
12-6

13 Installing the OpenScape Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1


14 Service Packs and Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.1 Service Packs for Server Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.2 Document Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.3 Security Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.4 RSA SecurID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.5 Trace File Accumulator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.5.1 Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.5.2 Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.5.3 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.5.4 Symptoms and Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14-1
14-1
14-1
14-1
14-2
14-2
14-2
14-3
14-3
14-3

15 Installing the OpenScape Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1


15.1 Installing the OpenScape Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1
15.2 OpenScape Client Registry Entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
16 Installing SIP Phones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.1 Configuring DNS SRV Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.2 Obtaining a Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.3 SIP Phone Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.3.1 Importing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.3.2 Verifying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.4 LC Server Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.4.1 Identifying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.4.2 Verifying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.5 OpenScape Phones Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.5.1 Configuring Profiles for SIP Phones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.6 Assigning OpenScape Phones from Unassigned Phones . . . . . . . . . . . . . . . . . . .
16.6.1 Phone Discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16-1
16-1
16-1
16-1
16-1
16-2
16-2
16-2
16-3
16-3
16-5
16-6
16-7

17 Final Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

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A References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
A.1 Adding Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
A.1.1 User Creation via OMC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
A.1.2 User Creation via Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
A.2 Configuring Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
A.3 Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
A.4 Uninstalling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
A.4.1 Environment Preparation Tool Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
A.4.2 OpenScape (Main Server) Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
A.4.3 Problems Uninstalling OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
A.4.4 OpenScape Client Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
A.4.5 OpenScape MCU Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
A.4.6 Media Server Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
A.4.7 Service Pack Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
A.5 Creating an SRV Record on DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
A.6 Obtaining a SIP Phone Certificate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
A.6.1 Creating and Issuing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
A.6.2 Requesting (Windows 2003 Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8
A.6.3 Requesting (Windows 2000 Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9
A.6.4 Locating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
B Preparing Exchange 2000/2003 for OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
B.1 Enabling WebDAV on the Exchange 2003 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
B.2 Configuring the Account Security Privileges in the Exchange Server Stores . . . . . . . B-1
B.3 Converting the SiemensIC Account into an OpenScape User . . . . . . . . . . . . . . . . . . B-4
B.4 Converting the SiemensCR Account into an OpenScape User. . . . . . . . . . . . . . . . . . B-4
B.5 Installing Schedule+FreeBusy Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6
B.6 Portals Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8
B.6.1 Enabling SSL in IIS on the OpenScape Server . . . . . . . . . . . . . . . . . . . . . . . . . . B-8
B.6.2 Enabling SSL for Outlook Web Access (OWA) on the Exchange Server . . . . . . . B-9
B.6.3 Opening and Verifying the Portals in Internet Explorer. . . . . . . . . . . . . . . . . . . . B-10
C Creating OpenScape Users for Media Server Routing . . . . . . . . . . . . . . . . . . . . . . . . C-1
C.1 CRDirect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1
C.2 CRForward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-2
C.3 Creating Forwarding Rule Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-3
D Settings Changed by the Environment Preparation Tool. . . . . . . . . . . . . . . . . . . . . . D-1
D.1 Root Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1
D.1.1 Accounts and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1
D.1.2 Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1
D.1.3 Permissions on the Domain-DNS Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2
D.2 Child Domain Hosting OpenScape Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2
D.2.1 Accounts and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2
D.2.2 Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-5
D.2.3 Permissions on the Domain-DNS Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-5
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D.2.4 Permissions on the Service Connection Point (Child of Computer Object for Computers Hosting OpenScape Core, RD, TFA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-6
D.2.5 Permissions on the EDM Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-6
D.2.6 Access Rights to the OpenScape Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-6
D.2.7 Access Rights on the WMI CIM Repository (for servers hosting OpenScape Core, RD,
TFA, EDM, MCU, MS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-6
D.3 Child Domains Containing User Objects Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-7
D.3.1 Accounts and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-7
D.3.2 Permissions on the Domain-DNS Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-7
E IPSec Security Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1
E.1 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1
E.2 Creating a Custom MMC Console for IPSec Configuration . . . . . . . . . . . . . . . . . . . . . E-3
E.3 Creating a New IPSec Policy for Media Server on the Media Server Server Machine. E-4
E.3.1 Media Server to LC Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-5
E.3.2 LC Server to Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-6
E.3.3 Media Server to License Server (OpenScape) . . . . . . . . . . . . . . . . . . . . . . . . . . . E-6
E.4 Creating a New IPSec Policy for LC Server on the LC Server Machine. . . . . . . . . . . . E-8
E.4.1 LCS to Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-9
E.4.2 Media Server to LCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-9
E.4.3 LCS to MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-10
E.4.4 MCU to LCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-10
E.4.5 LCS to B2BUA (OpenScape Server) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-11
E.4.6 LCS to a Gateway that supports IPSec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-11
E.4.7 LCS to a Gateway that does not support IPSec. . . . . . . . . . . . . . . . . . . . . . . . . . E-12
E.5 Creating a New IPSec Policy for OpenScape on the OpenScape Server Machine . . E-14
E.5.1 License Server (OpenScape) to Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . E-14
E.5.2 B2BUA (OpenScape Server) to the LCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-15
E.5.3 License Server (OpenScape) to MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-16
E.6 Creating a New IPSec Policy for MCU on MCU Server Machine . . . . . . . . . . . . . . . . E-17
E.6.1 MCU to LCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-17
E.6.2 LCS to MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-18
E.6.3 MCU to License Server (OpenScape) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-19
E.6.4 MC to MP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-19
E.6.5 MP to MC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-20
E.7 Setting the Block Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-21
F OpenScape Installation - Tools, Utilities and Hints . . . . . . . . . . . . . . . . . . . . . . . . . .
F.1 CheckSPN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.2 MSMQ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.3 OpenScape RTC Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.3.1 Display Current RTC Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.3.2 Create new RTC Port. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.3.3 Set RTC Port Trusted/un-Trusted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
F.3.4 Create new Static Route . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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F.3.5 Set Static Route Trusted/un-Trusted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-4


F.3.6 Create Application Uri . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-5
F.3.7 Re-Sequence Application Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-5
F.3.8 Configure All OpenScape Specific RTC Settings . . . . . . . . . . . . . . . . . . . . . . . . . F-5
F.4 OpenScape Scripting Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-6
F.4.1 Adding Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-7
F.4.2 Converting LCS Users to OpenScape Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-8
F.4.3 Displaying OpenScape Components on a Server or in a Domain . . . . . . . . . . . F-10
F.5 SOS Script Tool for Serviceability Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-13
F.6 Different Storages of User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-13
F.6.1 HiPath OpenScape Core MSSQL Database XpSystem. . . . . . . . . . . . . . . . . . F-13
F.6.2 User Attributes in Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-13
F.6.3 HiPath OpenScape Tables in LCS (RTC) MSDE Database . . . . . . . . . . . . . . . . F-16
F.7 ConvertAdmins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-18
F.7.1 Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-19
F.7.2 Usage Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-20
G Required Licenses and Software Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . .G-1
G.1 Infrastructure Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1
G.2 OpenScape Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1
G.3 OpenScape Administration Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-2
G.4 MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-2
G.5 Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-3
G.6 Trace File Accumulator (TFA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-3
G.7 Early Deployment Mode (EDM) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-3
G.8 Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-3
G.9 End Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-4
G.10 OpenScape Order Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-5
H Upgrade - Production Mode with Upgrade of Media Server Software . . . . . . . . . . . H-1
H.1 Pre-Requisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1
H.2 Environment Preparation for Upgrade from V1-SPCR to V2 . . . . . . . . . . . . . . . . . . . H-1
H.2.1 Forest Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1
H.2.2 Root Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1
H.2.3 Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1
H.2.4 Add Domain to Root Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-2
H.2.5 System Preparation - OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-2
H.2.6 System Preparation - RD (LCS Server) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3
H.2.7 System Preparation - TFA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3
H.2.8 System Preparation - MCU. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3
H.3 Upgrade Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-4
H.3.1 Backup the OpenScape Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-4
H.3.2 Uninstall OpenScape and keep the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . H-4
H.3.3 Check for Admins as OpenScape Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-4
H.3.4 Install OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-5
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H.3.5 Uninstall Routing Dispatcher (RTC Extension) . . . . . . . . . . . . . . . . . . . . . . . . . . . H-5


H.3.6 Install Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-6
H.3.7 Uninstall MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . H-6
H.3.8 Install MCU (only if installed on a separate Server). . . . . . . . . . . . . . . . . . . . . . . . H-6
H.3.9 Uninstalling ComResponse V1 and V1 Third Party Software . . . . . . . . . . . . . . . . H-6
H.3.10 System Preparation - Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-7
H.3.11 Pre-installation of the Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-7
H.3.12 Install Third Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-7
H.3.13 Install Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-7
H.3.14 Cleanup Old Groups and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-8
I Upgrade - Production Mode with Re-Install of Media Server PC . . . . . . . . . . . . . . . . . I-1
I.1 Pre-Requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1
I.2 Environment Preparation for Upgrade from V1-SPCR to V2 . . . . . . . . . . . . . . . . . . . . . I-1
I.2.1 Forest Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1
I.2.2 Root Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1
I.2.3 Domain Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-1
I.2.4 Add Domain to Root Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-2
I.2.5 System Preparation - OpenScape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-2
I.2.6 System Preparation - RD (LCS Server). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-3
I.2.7 System Preparation - TFA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-3
I.2.8 System Preparation - MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-3
I.3 Upgrade Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-4
I.3.1 Backup the OpenScape Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-4
I.3.2 Uninstall OpenScape and Keep the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-4
I.3.3 Check for Admins as OpenScape Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-4
I.3.4 Install OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-5
I.3.5 Uninstall Routing Dispatcher (RTC Extension) . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-5
I.3.6 Install Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-6
I.3.7 Uninstall MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . . I-6
I.3.8 Install MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . . . . I-6
I.3.9 Backup the Media Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-6
I.3.10 Backup User-Created Applications on Media Server . . . . . . . . . . . . . . . . . . . . . . I-6
I.3.11 Backing Up Report Files on Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-7
I.3.12 Reinstall the Operating System on the Media Server PC . . . . . . . . . . . . . . . . . . . I-8
I.3.13 System Preparation - Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-8
I.3.14 Install Third Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-8
I.3.15 Restoring the Media Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-8
I.3.16 Install Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-8
I.3.17 Restoring the User-Created Applications on the Media Server. . . . . . . . . . . . . . . I-9
I.3.18 Restoring Report Files on the Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-9
I.3.19 Cleanup Old Groups and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-10
J Upgrade - Early Deployment Mode with Upgrade of Media Server Software. . . . . . J-1
J.1 Pre-Requisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J-1

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Content

J.2 Environment Preparation for Upgrade from V1-SPCR to V2 . . . . . . . . . . . . . . . . . . . . .


J.2.1 Root Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.2 Domain Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.3 Add Domain to Root Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.4 System Preparation EDM/ADAM Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.5 System Preparation - OpenScape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.6 System Preparation - RD (LCS Server). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.7 System Preparation - TFA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.2.8 System Preparation - MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3 Upgrade Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.1 Backup the OpenScape Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.2 Uninstall OpenScape and Keep the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.3 Check for Admins as OpenScape Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.4 Install ADAM and EDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.5 Install OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.6 Uninstall Routing Dispatcher (RTC Extension) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.7 Install Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.8 Uninstall MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . .
J.3.9 Install MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . . . .
J.3.10 Uninstalling ComResponse V1 and V1 Third Party Software . . . . . . . . . . . . . . . .
J.3.11 System Preparation - Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.12 Pre-installation of the Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.13 Install Third Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.14 Install Media Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
J.3.15 Cleanup Old Groups and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

J-1
J-1
J-1
J-2
J-2
J-2
J-3
J-3
J-3
J-4
J-4
J-4
J-4
J-5
J-5
J-6
J-6
J-6
J-6
J-6
J-7
J-8
J-8
J-8
J-8

K Upgrade - Early Deployment Mode with Re-Install of Media Server PC . . . . . . . . . . K-1


K.1 Pre-Requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-1
K.2 Environment Preparation for Upgrade from V1-SPCR to V2. . . . . . . . . . . . . . . . . . . . K-1
K.2.1 Root Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-1
K.2.2 Domain Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-1
K.2.3 Add Domain to Root Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-2
K.2.4 System Preparation EDM/ADAM Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-2
K.2.5 System Preparation - OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-2
K.2.6 System Preparation - RD (LCS Server) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-3
K.2.7 System Preparation - TFA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-3
K.2.8 System Preparation - MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-3
K.3 Upgrade Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-4
K.3.1 Backup the OpenScape Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-4
K.3.2 Uninstall OpenScape and Keep the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . K-4
K.3.3 Check for Admins as OpenScape Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-4
K.3.4 Install ADAM and EDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-5
K.3.5 Install OpenScape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-6
K.3.6 Uninstall Routing Dispatcher (RTC Extension) . . . . . . . . . . . . . . . . . . . . . . . . . . . K-6
K.3.7 Install Routing Dispatcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-6
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K.3.8 Uninstall MCU (only if installed on a separate Server). . . . . . . . . . . . . . . . . . . . . . K-6


K.3.9 Install MCU (only if installed on a separate Server) . . . . . . . . . . . . . . . . . . . . . . . . K-6
K.3.10 Backup the Media Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-6
K.3.11 Backup User-Created Applications on Media Server. . . . . . . . . . . . . . . . . . . . . . K-7
K.3.12 Backing Up Report Files on Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-8
K.3.13 Reinstall the Operating System on the Media Server PC . . . . . . . . . . . . . . . . . . K-8
K.3.14 System Preparation - Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-8
K.3.15 Install Third Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-9
K.3.16 Restoring the Media Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-9
K.3.17 Install Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-9
K.3.18 Restoring the User-created Applications on the Media Server . . . . . . . . . . . . . . K-9
K.3.19 Restoring Report Files on the Media Server . . . . . . . . . . . . . . . . . . . . . . . . . . . K-10
K.3.20 Cleanup Old Groups and Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-10
List of Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Y-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z-1

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About This Guide
Prerequisite Knowledge

About This Guide

This guide describes the installation process for HiPath OpenScape V2.0.
Check the KMOSS website at https://kmoss.icn.siemens.de for the latest version of this guide.

1.1

Prerequisite Knowledge

This guide is intended for VARs, SIs, IT Domain and Enterprise Administrators, etal to help with
the installation of OpenScape.

1.2

Purpose of This Guide

This guide provides the steps necessary to install OpenScape and its components.

1.3

How to Use This Guide

Chapter 2, Overview, provides a high-level overview of OpenScape and its components.


Chapter 3, Pre-Installation Checklist, describes the pre-installation requirements of the server
components associated with the OpenScape installation.
Chapter 4, Installing Live Communications Server, provides information about installing the
Live Communications Server (LCS).
Chapter 5, Active Directory Reference, describes the Active Directory changes needed by
OpenScape in a production mode.
Chapter 6, Setting up OpenScape in Early Deployment Mode (EDM), describes the steps to
prepare the ADAM infrastructure to host servers running OpenScape Server in EDM mode.
Chapter 7, Setting Up a Forest in Production Mode, describes the steps necessary to prepare
the forest in production mode.
Chapter 8, Preparing the OpenScape Environment, provides information about setting up the
domain and system environments for OpenScape.
Chapter 9, Installing OpenScape, provides information about installing the OpenScape acpplication.
Chapter 10, Installing OMC, describes the procedures for installing the OpenScape Management Controller (OMC).
Chapter 11, Security Settings, provides information about securing the communication between servers.

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Chapter 12, Installing OpenScape MCU, describes the procedures for installing OpenScape
MCU.
Chapter 13, Installing the OpenScape Media Server, describes the procedures for installing
OpenScape Media Server.
Chapter 14, Service Packs and Miscellaneous, describes how to install the service packs and
miscellaneous features.
Chapter 15, Installing the OpenScape Client, describes the procedures for installing the
OpenScape Client.
Chapter 16, Installing SIP Phones, provides information for installing the SIP phones.
Chapter 17, Final Checklist lists the tasks necessary to complete the installation.
Appendix A, References, provides instructions used for reference.
Appendix B, Preparing Exchange 2000/2003 for OpenScape, provides instructions for preparing Exchange 2000/2003 for OpenScape by the network administrator.
Appendix C, Creating OpenScape Users for Media Server Routing provides instructions for
creating OpenScape users by the network administrator.
Appendix D, Settings Changed by the Environment Preparation Tool provides details on what
accounts, groups and permissions are set by the Environment Preparation Tool.
Appendix E, IPSec Security Settings, provides instructions on how to secure communications
between servers with Windows IPSec configured on the servers.
Appendix F, OpenScape Installation - Tools, Utilities and Hints provides tools, utilities and
hints for installing OpenScape.
Appendix G, Required Licenses and Software Prerequisites describes the required licenses
and software pre-requisites. This section will go into the Planning Guide when it is available.
Appendix H, Upgrade - Production Mode with Upgrade of Media Server Software describes
the procedure for upgrading from V1 SPCR to V2 in a Production Mode with Upgrade of Media
Server Software.
Appendix I, Upgrade - Production Mode with Re-Install of Media Server PC describes the procedure for upgrading from V1 SPCR to V2 in a Production Mode with re-installation of the Media Server PC.
Appendix J, Upgrade - Early Deployment Mode with Upgrade of Media Server Software describes the procedure for upgrading from V1 SPCR to V2 in an Early Deployment Mode with
Upgrade of Media Server Software.
Appendix K, Upgrade - Early Deployment Mode with Re-Install of Media Server PC describes
the procedure for upgrading from V1 SPCR to V2 in an Early Deployment Mode with re-installation of the Media Server PC.

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About This Guide


Related Information

This guide also includes Abbreviations and Index.

1.4

Related Information

The following information sources are available for HiPath OpenScape V2.0:

Online help provides explanations covering all areas of the user interface.

HiPath OpenScape V2.0 Administration Guide, A31003-S5020-A900, provides the user


with detailed information on how to administer OpenScape.

HiPath OpenScape User Guide, A31003-S5020-A100

HiPath OpenScape Project Planning Guide, A31003-S5020-A300

HiPath OpenScape Media Server V2.0 Installation Guide, A31003-S5020-S200

HiPath OpenScape V2.0 System Description, A31003-S5020-A400, provides the user with
a system description of OpenScape.

1.5

Documentation Feedback

To report a problem with this document, call your next level of support:
When you call, be sure to include the following information. This will help identify which document you are having problems with.

Title: HiPath OpenScape V2.0, Installation Guide

Order Number: A31003-S5020-S100-1-7620

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Overview
Upgrades from V1 SPCR to V2

Overview

This section provides an overview of the installation of an OpenScape system as well as upgrades. It covers the components and applications that comprise the OpenScape system and
information regarding system wide configurations.

2.1

Upgrades from V1 SPCR to V2

There are 4 different scenarios depending on Production Mode vs. Early Deployment Mode
(see Section 2.2.1.8) and whether the Media Server will be re-installed or just upgraded. Reinstallation is required if the current operating system for the Media Server is a non-US
English version of Win 2K Advanced.

2.1.1

Production Mode with Upgrade of Media Server Software

Refer to Appendix H, Upgrade - Production Mode with Upgrade of Media Server Software.

2.1.2

Production Mode with Re-installation of Media Server PC

Refer to Appendix I, Upgrade - Production Mode with Re-Install of Media Server PC.

2.1.3

Early Deployment Mode with Upgrade of Media Server Software

Refer to Appendix J, Upgrade - Early Deployment Mode with Upgrade of Media Server Software.

2.1.4

Early Deployment Mode with Re-installation of Media Server PC

Refer to Appendix K, Upgrade - Early Deployment Mode with Re-Install of Media Server PC.

2.2

System Components

2.2.1

OpenScape Components

2.2.1.1

OpenScape Application Server

The OpenScape Application Server consists of the OpenScape Base components and Applications. The SDK feature can be installed on this Server.

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OpenScape Routing Dispatcher

This Dispatcher is an extension that must be installed on the LC Server. In V1.0, this was part
of the OpenScape Application Server installation.
2.2.1.3

OpenScape Management Console (OMC)

This is the management interface for the OpenScape system.


2.2.1.4

OpenScape MCU (Multipoint Control Unit)

This is a Siemens product that is a component of OpenScape. The MCU is composed of one
Multipoint Controller (MC) and up to 4 Media Processors (MPs).
2.2.1.5

OpenScape Media Server

This is a Siemens product that although integrated with OpenScape, may be sold separately.
2.2.1.6

OpenScape Client

This is the end-user interface to OpenScape.


2.2.1.7

OpenScape Trace File Accumulator (TFA)

This installation package is new in V2.0 and provides the capability to retrieve trace files from
computers with OpenScape components.
2.2.1.8

OpenScape Early Deployment Mode (EDM)

This installation package is used only for Early Deployment Mode. This is used if the customer
does not extend the Active Directory Enterprise Schema with the Siemens attributes (this is
done in the Production Mode).
2.2.1.9

OpenScape Environment Preparation Tool

This tool prepares the environment for OpenScape components to be installed. Note some
steps are different if the customer is in Early Deployment Mode (i.e. /EDM switch)
2.2.1.10

OpenScape Forest Preparation Tool

This tool prepares the forest for OpenScape components to be installed in a production mode.
In V2.0, the Forest, besides the Domains and all Systems, needs to be prepared prior to the
OpenScape installation.

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2.2.1.11

Overview
System Components

SIP Phones

This is a Siemens product that although integrated with OpenScape, may be sold separately

2.2.2

Non-Siemens Prerequisite Components

2.2.2.1

Active Directory

OpenScape will use the customers existing Active Directory for identifying OpenScape users.
2.2.2.2

Windows Server 2003 Active Directory Application Mode (ADAM)

ADAM is a Lightweight Directory Access Protocol (LDAP) directory service that runs as a user
server, rather than as a system service. It is used before OpenScape is deployed into production mode. With ADAM, the AD schema does not need to be extended.
2.2.2.3

Microsoft SQL Server

OpenScape requires a separate instance of MS SQL Server 2000. The installation of this instance is the responsibility of the customer. This instance name has to be provided as input
during OpenScape installation.
2.2.2.4

Microsoft Office LC Server

OpenScape will use the customers existing LC (Live Communications) Server. Installation of
the first instance of LC Server (LCS) will extend the AD schema.
2.2.2.5

Microsoft Exchange 2000/2003

OpenScape will use the customers existing MS Exchange.


2.2.2.6

Microsoft Windows Server 2003

OpenScape requires MS Windows Server 2003 for functionality. This is a prerequisite for the
OpenScape Application server.
2.2.2.7

Microsoft .NET Framework V1.1

OpenScape applications require the .NET Framework for functionality. MS .NET Framework 1.1
is a prerequisite for the OpenScape Application server, Media Server, TFA, RD, MCU and
OMC. It is also required on the machine where the Environment Preparation or Forest Preparation will be performed.

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OpenScape Configurations

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Microsoft Web Service Enhancements (WSE) 2.0

WSE 2.0 is a Microsoft .NET product that is required. Microsoft WSE 2.0 can be installed from
http://msdn.microsoft.com/webservices/building/wse/default.aspx. During installation, select
the option to install the Administrator setup type.

2.3

OpenScape Configurations

Version 2 of HiPath OpenScape supports a broad variety of deployment options, which are dependent on customer environments and functional requirements.
An OpenScape Application deployment requires various components:

Infrastructure components in the IT environment, which are software and network


components

OpenScape Application components, which are software components installed on


Windows servers

Additional devices or clients, which are used by the user or the system to connect to
the current communication infrastructure and to the OpenScape application

Multiple OpenScape systems can be deployed in the network as well. However, the features
are not completely transparent in such an environment. Mainly, the users of a other OpenScape
are handled like external users and information (like presence information) is not shared between different OpenScape systems.

2.3.1

Infrastructure Components

OpenScape is an application based on the Live Communication Service (LCS) product of Microsoft and requires

An TCP/IP network installation with Active Directory on Windows 2000 or 2003

One or many LCS installations (on Windows 2003)

One or many Microsoft Front End server (FES) (optional installation)

One or many Microsoft Exchange 2000 or 2003

Microsoft SQL Server 2000 (MS-SQL)

OpenScape installation requires Active Directory schema extensions. If the customer does not
allow Active Directory changes the system needs to be deployed in Early Deployment Mode,
which does require additional software components, but does not require a schema change in
Active Directory.
LCS deployments require Active Directory schema changes as well and are still required.

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2.3.1.1

Overview
OpenScape Configurations

Production Mode vs. Early Deployment Mode

Production Mode: This is the recommended mode. OpenScape schema extensions to the Active Directory are configured.
Early Deployment Mode: This mode can be used as alternative when the customer does not
allow the Active Directory to be extended for HiPath OpenScape. Note that LCS schema extensions are still required.
There can only be one mode for the whole Active Directory forest at a given time. It is possible
to migrate from EDM to Production Mode once the Active Directory schema can be extended.
The advantage of running HiPath OpenScape in Production Mode is better performance especially in a larger deployment in terms of number of users and multiple locations.
Using the Early Deployment Mode requires the following additional components

Microsoft Active Directory for Early Deployment (ADAM) on Windows 2003

OpenScape Early Deployment Active Directory Connector (EDM) on Windows 2003

2.3.2

OpenScape Application Components

The following components comprise the OpenScape Application

Management Console (OMC) on Windows 2000 or 2003 or XP Pro

OpenScape Application (OS-Core) on Windows 2003

Routing Dispatcher (RD) on Windows 2003

Multi Conferencing Unit - Controller (MC) on Windows 2003

Multi Conferencing Unit Processor (MP) on Windows 2003

Media Server Application (MS) on Windows 2000 Advanced

Trace File Accumulator on Windows 2003 or XP pro

The distribution of the various components is completely flexible, but is dependent on

operating system requirements

performance of the hardware

required performance of the application (number of users and traffic model)

2.3.3

Additional Devices and Components

In addition the following components can be deployed

SIP Gateways

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SIP phones

Windows Messenger 5.0

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The portal interface does not require any client installation. However, for Outlook or
Messenger integration OpenScape client installation is necessary.

2.3.4

Deployment Rules

There is a set of rules which need to be adhered to for the system to work successful. The next
section depicts then more concrete implementation scenarios.
1.

All components need to be installed in the same (Active Directory) forest.

That includes the server components

LCS,FES, OS-Core, MS-SQL, MS, MCU (MC, MP)

And users (with clients or SIP phones), OMC, Gateways

2.

All server components of one OpenScape system need to be installed in the same domain
with the exception of RD (see rules 5 and 6 below).

3.

An OpenScape installation requires one or more LCS installation in the same forest

The Microsoft deployment guide for LCS / FES applies

4.

Multiple OpenScape systems can be deployed in the same or different domains.

5.

The Routing Dispatcher (RD) needs to be installed on each LCS in the forest.
An RD installation is not required if

all users of this particular LCS are not users of OpenScape;

these users are not involved in calls with OpenScape users.

For that reason it is recommended to install RD on all LCS of this forest.


6.

The RD should be installed on an FES.

7.

The LCS can be installed in a different domain (implies also to RD in rule 5.).

8.

Users on multiple LCS in different domains can be supported with one OpenScape installation and as well with multiple OpenScape installations.

9.

OMC can be installed in different domains (there is always an OMC installed on the OSCore system) of the same forest.

10. All Windows 2003 components can be installed on the same server or separate servers.
This includes:

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LCS with RD

MS-SQL

OS-Core

MCU-MC

MCU-MP

TFA

EDM

OMC

Overview
OpenScape Configurations

11. An existing MS-SQL 2000 installation can be extended to be used for an OpenScape installation.
12. An MCU-MC does not require a separate server and should reside with one MCU-MP.
13. MCU-MP residing on a separate machine guarantees voice quality in a higher traffic model
scenario. Up to 4 MPs can be deployed, but a single MP is only bound by the CPU performance and will not limit itself to 72 channels. E.g. a dual processor machine can support
144 channels.
14. There is only one MS per OpenScape system installation.
15. MS requires Windows 2000 Advanced. It is not recommended to install additional software
components on this server.
16. Multiple Exchange servers are supported, but

All need to have the same version (2000 or 2003)

Each Exchange server can be configured with a different language

2.3.5

Deployment Models

The deployment rules allow a wide variety of configurations.


The figure shows complete configurations with minimum and maximum number of servers.

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OpenScape Configurations

Figure 2-1

2-8

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Minimum Complete Server Configuration

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Figure 2-2

Overview
OpenScape Configurations

Maximum Complete Server Configuration

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OpenScape Configurations

2.3.6

Nur fr den internen Gebrauch

Typical Configurations

The following table allows to identify typical configurations based on the number of users and
the traffic model. The normal traffic model assumes a call volume of 3 calls per user per hour
and the high traffic model assumes a call volume of 6 calls per user per hour.
Traffic Scenario

100/250 Users

Normal

High

Table 2-1

>

Machine 1
OS-Core
LCS + RD
MS-SQL
MCU (MC+MP)
TFA
EDM (optional)
Machine 2
Media Server
Machine 1
OS-Core
LCS + RD
MS-SQL
Machine 2
Media Server
Machine 3
MCU (MC+MP)

500/750 Users

Machine 1
OS-Core

LCS + RD

MS-SQL
Machine 2

Media Server
Machine 3

MCU (MC+MP)
Machines 4, 5, 6 (if required)

for additional MPs

Machine 1

LCS + RD
Machine 2

OS-Core

MS-SQL
Machine 3

Media Server
Machine 4

MCU (MC+MP)
Machines 5, 6, 7(if required)

for additional MPs

Typical Configurations
Note: The administrative components (i.e. TFA, OMC) can be installed on a separate machine or on a machine with other OpenScape components.
Also, the Routing Dispatcher (RD) must be installed separately on the LC Server.
The OMC, TFA snap-in and RD snap-in can be installed anywhere in the same AD
forest as the OpenScape server, on any Windows XP or Server 2003 machine.

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2.4

Overview
Installation Overview

Installation Overview

Since this document is not intended to supersede the Microsoft documentation and recommendations for system configuration, the Microsoft documentation should be used as a primary
guide for setting up a system infrastructure. The relevant documentation includes:
Active Directory Deployment:
http://www.microsoft.com/serviceproviders/deployment/ad.asp
Exchange 2000 Deployment:
http://www.microsoft.com/serviceproviders/deployment/
exchange_2000_ASP_deploykitP58584.asp
LC Server Deployment:
http://www.microsoft.com/technet/treeview/default.asp?url=/technet/prodtechnol/office/livecomm2003/default.asp

>

Note: Due to the .NET version dependencies of the system the MCU and OpenScape must be at the same version level at the time of installation
This means that it is imperative to install the MCU after OpenScape has been
installed, but before any service packs are applied to the OpenScape System.

OpenScape installation software is supplied on multiple CDs as follows:

OpenScape Installation Programs CD contains:

OpenScape

OpenScape Client

OpenScape EDM

OpenScape Environment Preparation Tool

OpenScape Forest Preparation Tool

OpenScape MC

OpenScape MCU

OpenScape Media Server

OpenScape RD

OpenScape TFA

Third Party Software CD contains 3rd Party Software required for the OpenScape applications (there are different versions of this CD for the various languages supported including
US English, UK English and German);

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OpenScape XX 3rd Party Software CD contains 3rd party software to be installed on German and UK English Media Server systems;

Service Pack CD contains OpenScape Service Packs and documentation.

>

Note: For the period of installation, the OpenScape system will be non-operational.
OpenScape installation however does not require the shutdown (restart) of the customers Infrastructure (Domain Controller, Active Directory, Exchange), or LC Server
components.

If applicable, perform an upgrade from V1 SPCR to V2 depending on the scenario:

Production Mode

With Upgrade of Media Server Software

With Re-installation of Media Server PC

Early Deployment Mode

With Upgrade of Media Server Software

With Re-installation of Media Server PC

Perform a new installation in the following steps:

Pre-Installation Checklist

Verify components

Verify infrastructure servers (versions, topologies and configurations)

Install the Live Communications (LC) Server if not already existing

Install MS SQL Server Instance if not already existing

Obtain SIP phone data if applicable

Prepare the OpenScape environment using the Environment Preparation Tool

Prepare the Forest by running the ForestSetup executable file

Enter all the necessary and required data into the config.xml file for environment preparation

Prepare all Domains and Systems hosting OpenScape applications by running the EnvironmentSetup executable file; be sure to copy the updated config.xml file to all systems where the preparation is to be performed.

Install OpenScape Server

Install OpenScape Routing Dispatcher

Configure ports and routes from LC Server

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Install OpenScape Management Console (OMC)

Configure certificates

Perform Security Settings

Install MCU

Install Media Server

Install service packs and other items

Install OpenScape Client

Install SIP Phones

Verify OpenScape interoperability

Troubleshooting

2.5

OpenScape Licenses

The OpenScape systems are delivered with temporary licenses (licenses.txt). A grace period
of 7 days is given with these temporary licenses. A permanent or evaluation license must be
used within 7 days. Customer have the option of purchasing full licenses listed in these tables.

2.5.1

Existing Licenses from V1.0

Feature

License Names License


Type

Communication
Broker Users

Table 2-2

Communication_ Count
Broker

System
Maximum
Count
2000

Consequences when count is


exceeded (n+1), or when License is off
The VA will not instantiate the
n+1 user, meaning calls to that
user will not follow their rules.
Log-in to a portal would still be
possible. Note: to avoid this situation, OMC will: (a) not allow configuration of the n+1 user (b) not
allow installation of a license file
with less Com Broker licenses
than users configured in the system.

OpenScape License Options - Existing Licenses from V1

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OpenScape Licenses

Feature

License Names

Nur fr den internen Gebrauch

License
Type

System
Maximum
Count

Consequences when count is


exceeded (n+1), or when License is off

Voice Conference Voice_Conf_Ses Count


Ports
sions

288

The MCU will reject the n+1 call.


Note: The MCU checks out all the
installed licenses at once at startup and manages them on its own.

Media Server
Ports (VOS01010501-x.x.x)

SIP_Interaction_ Count
Sessions

250

Either the call is not answered or


the caller will hear a message the
system is busy

TTS Ports

Text_To_Speech Count

250

Either the call is not answered or


the caller will hear a message the
system is busy

ASR Ports

Auto_Speech_R
ecognition

Count

250

Either the call is not answered or


the caller will hear a message the
system is busy

Media Server

VoiceAndSelfServePortals

On/Off

N/A

Either the call is not answered or


the caller will hear a message the
system is busy

Auto-Answer for
Media Server

Auto_Answering

On/Off

N/A

Either the call is not answered or


the caller will hear a message the
system is busy

Voice Conferenc- Voice_Conferenc On/Off


ing
ing

N/A

The MCU will not accept any calls

Service License

N/A

N/A

Table 2-2

2-14

N/A

On/Off

OpenScape License Options - Existing Licenses from V1

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2.5.2

New Licenses in V2.0

Feature

License Names License


Type

System
Maximum
Count

Consequences when count is


exceeded (n+1), or when License is off

Media Server
TDM_Interaction Count
TDM Ports
_Sessions
(VOS-01010301X.X.X)

288

Either the call is not answered or


the caller will hear a message the
system is busy

Media Server In- VoicePortal_w_S On/Off


teraction Center peech
with Speech Enabled

N/A

Either the call is not answered or


the caller will hear a message the
system is busy

Media Server
VXML Platform
Browser (VOS01040001-x.x.x)

VXML_Sessions Count

250

Either the call is not answered or


the caller will hear a message the
system is busy

Media Server
SALT Platform
Browser (VOS01040002-x.x.x)

SALT_Sessions

Count

250

Either the call is not answered or


the caller will hear a message the
system is busy

SDK Runtime
Package

SDK_Runtime

On/Off

N/A

No requested web service will


come up (initialization of web services will fail). Entry in error log,
exception returned to client.

CSTA III SDK

CSTA_III_SDK_
Runtime

On/Off

N/A

CSTA web service will not come


up (initialization of web service
will fail). Entry in error log, exception returned to client.

XA SDK

XA_SDK_Runtim On/Off
e

N/A

XA web service will not come up


(initialization of web service will
fail). Entry in error log, exception
returned to client.

User Notification UNS_SDK_Runti On/Off


Service SDK
me

N/A

User Notification web service will


not come up (initialization of web
service will fail). Entry in error log,
exception returned to client.

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OpenScape Licenses

Feature

License Names

Nur fr den internen Gebrauch

License
Type

System
Maximum
Count

Consequences when count is


exceeded (n+1), or when License is off

Web Conferencing SPI

Web_Conf_SPI_ On/Off
Runtime

N/A

Web Conferencing web service


will not come up (initialization of
web service will fail). Entry in error
log, exception returned to client.

Vocalocity Management Server


License (VOS02010001-x.x.x)

VC_MgmtServer Count

Either the call is not answered or


the caller will hear a message the
system is busy

Vocalocity Client VC_MgmtGUICli Count


GUI License
ent
(VOS-02010001x.x.x)

Either the call is not answered or


the caller will hear a message the
system is busy

Vocalocity Report VC_ReportServe Count


Server License
r
(VOS-02010001x.x.x)

Either the call is not answered or


the caller will hear a message the
system is busy

Vocalocity Report VC_ReportClient Count


Client License
(VOS-02010001x.x.x)

Either the call is not answered or


the caller will hear a message the
system is busy

Speech Works
SW_TTSSession Count
Sessions for TTS s
(VOS-02010001x.x.x)

250

Either the call is not answered or


the caller will hear a message the
system is busy

Speech Works
SW_ASRSessio
Sessions for ASR ns
(VOS-02010001x.x.x)

250

Either the call is not answered or


the caller will hear a message the
system is busy

2000

This license type is not used by


any software components in the
V2.0 timeframe but is introduced
only for packaging and pricing
purposes.

Count

Collaboration Us- Collaboration_Us Count


ers
er

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Feature

License Names License


Type

System
Maximum
Count

Consequences when count is


exceeded (n+1), or when License is off

Direct Voice Access Users

DirectVoiceAccessUser

Count

2000

This license type is not used by


any software components in the
V2.0 timeframe but is introduced
only for packaging and pricing
purposes.

Guest Access
Enabling User

GuestAccessEn- Count
ablingUser

2000

This license type is not used by


any software components in the
V2.0 timeframe but is introduced
only for packaging and pricing
purposes.

Nuance Java
Nuance_ASRSe Count
Recognition Ex- ssions
tension Point
(VOS-02010001x.x.x)

250

To be determined at such time this


license is actually used.

Nuance TTS Ex- Nuance_TTSSes Count


tension Point
sions
(VOS-02010001x.x.x)

250

To be determined at such time this


license is actually used.

Control Center
VC_CCServer
Server (Distributed) (VOS02010001-x.x.x)

Count

To be determined at such time this


license is actually used.

Control Center
VC_CCClient
GUI Client (Full)
(VOS-02010001x.x.x)

Count

To be determined at such time this


license is actually used.

Info Center Serv- VC_InfoCenterS


er (Distributed)
erver
(VOS-02010001x.x.x)

Count

To be determined at such time this


license is actually used.

Info Center GUI VC_InfoCenterCli Count


Client (Full)
ent
(VOS-02010001x.x.x)

To be determined at such time this


license is actually used.

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Overview
Non-OpenScape Licenses

Feature

License Names

Nur fr den internen Gebrauch

License
Type

System
Maximum
Count

Consequences when count is


exceeded (n+1), or when License is off

App Center Serv- VC_AppCenterS Count


er (VOServer
02010001-x.x.x)

To be determined at such time this


license is actually used.

App Center Client VC_AppCenterCl Count


(VOS-02010001- ient
x.x.x)

To be determined at such time this


license is actually used.

Figure 2-3

2.6

New Licenses in V2.0

Non-OpenScape Licenses

The following license can be acquired separately from OpenScape:

MS SQL server

Windows Server 2003

LC Server

SIP gateway components. Any relevant licensing costs are included the hardware price.

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Pre-Installation Checklist
Recommended Hardware Requirements

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Pre-Installation Checklist

This section describes the pre-installation checklist that must be performed before starting the
installation.

3.1

Recommended Hardware Requirements

Follow Microsoft hardware recommendations based on O/S. Ensure that the recommended requirements are followed as opposed to the minimum requirements.

3.2

Infrastructure Requirements

>

It is the customers responsibility to install, in accordance with Microsofts operating


system software program guidelines, Microsoft service packages and hot fixes, on
their network servers and technology-related assets including Siemens products.

>

Check the latest OpenScape Release Note for information on the current software versions and service packs used for OpenScape as well as for Microsoft
and third party software. This Note is located on the KMOSS website, https://
kmoss.icn.siemens.de.

3.2.1

Required Infrastructure
Component/Environment

MS .NET Framework
MS Exchange Server 2000/2003
MS Office Live Communications Server
MS Windows Server 2003 or MS Windows 2000 Server - Standard or Enterprise Edition
Table 3-1

3.2.2

Infrastructure Requirements

OpenScape Application Server


Component/Environment

HiPath OpenScape Base Server


HiPath OpenScape Management Console
Table 3-2

OpenScape Application Server Requirements

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Infrastructure Requirements

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Component/Environment
MS Windows Server 2003 - Standard or Enterprise Edition
MS .NET Framework
Sun Java 2 Runtime Environment
MS SQL Server 2000 and SP3 - Standard or Enterprise Edition
MS Message Queue Service (MSMQ)
Microsoft ASP.NET
Microsoft IIS
Microsoft Management and Monitoring Tools
Table 3-2
3.2.2.1

OpenScape Application Server Requirements


MS SQL Server

OpenScape requires a separate instance of MS SQL Server 2000. Installation of this instance
is the responsibility of the customer. This instance name has to be provided as input during
OpenScape installation. This instance should not be installed with the Local System account
but with a domain user account with local administrative privileges on the SQL Server.
If MS SQL Server is on a separate server (i.e. remote) from OpenScape, the following additional steps need to be done:

The domain user account that the SQL Server instance is running as should be added to
the local Administrators group of the OpenScape Server.

Microsoft SQL Server Data Engine (MSDE) should be installed by the network administrator on the OpenScape server.

>
3.2.2.2

If the OpenScape system is to be installed in a German environment, ensure that


the SQL server installation is Unicode compliant in order to preserve German characters correctly.
SSL Encryption for MS SQL Server 2000

SSL client side encryption is used to access the MS SQL Server. The MS SQL Server must
have the server certificate which is exported and imported to the client machine. To allow encryption, refer to the following MS links:

http://support.microsoft.com/default.aspx?scid=kb;EN-US;316898

http://support.microsoft.com/default.aspx?scid=kb;EN-US;276553

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>
3.2.2.3

After installing the certificate, MS SQL Server needs to be restarted. This restart
must be done regardless of whether SQL Server is co-located on the OpenScape
Main server or on a remote server.
JAVA Runtime Environment

The CAP License Server (CLT) requires the Java 2 Runtime Environment SE. This package is
available from the third party software CD.
3.2.2.4

WSE2.0 for SDK

If you are installing OpenScape and want to use the SDK feature, Microsofts WSE2.0 must be
installed prior to the OpenScape installation. Microsoft WSE 2.0 can be installed from http://
msdn.microsoft.com/webservices/building/wse/default.aspx. During installation, select the option to install the Administrator setup type.

3.2.3

OpenScape Routing Dispatcher on LC Server


Component/Environment

HiPath OpenScape RD
MS Windows Server 2003 - Standard or Enterprise Edition
MSMQ
Table 3-3

3.2.4

RD Requirements

OpenScape Administrator on Client Machine


Component/Environment

HiPath OpenScape Management Console


MS .NET Framework
MS Windows 2000 or MS Windows XP Professional or Windows Server 2003
MSMQ
Table 3-4

OpenScape Administrator on Client Machine Requirements

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3.2.5

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MCU
Component/Environment

MS .NET Framework
MS Windows Server 2003 Standard or Enterprise Edition
HiPath OpenScape MCU
Table 3-5

3.2.6

MCU Requirements

Media Server
Component/Environment

HiPath OpenScape Media Server


Siemens HiPath CAP Fault Management
Microsoft IE Web Controls
Sun Java 2 Runtime Environment
Microsoft MDAC
MS .NET Framework including Rollup Hotfix KB821156
MS Windows Server 2000 Advanced, SP4 or higher
MSDE 2000
ScanSoft OSR including language dependent part
VocalOS
ScanSoft Speechify core
ScanSoft Mara (US-English)
ScanSoft Tessa (DE-German)
ScanSoft Helen (GB-English)
Table 3-6

3.2.7

Media Server Requirements

OpenScape Trace File Accumulator


Component/Environment

MS .NET Framework
MS Windows Server 2003 or Windows XP Professional
HiPath OpenScape TFA
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Table 3-7

TFA Requirements

3.2.8

OpenScape Early Deployment Mode


Component/Environment

MS .NET Framework
MS Windows Server 2003 or Windows XP Professional
HiPath OpenScape EDM
Windows Server 2003 Active Directory Application Mode
Table 3-8

EDM Requirements

3.2.9

End Points
Endpoints

OptiPoint 400 - Siemens SIP Phone


Windows Messenger
MS Windows 2000 or
MS Windows XP Professional
Table 3-9

Endpoints

3.2.10

Recommendations Based on Number of OpenScape Users

3.2.10.1

Normal Traffic Call Model

Assumption: (3 events per user per hour) where events include phone calls, portal calls, instant messages and status changes)
Server

100/250 Users
Processor/Memory/HD

500/750 Users
Processor/Memory/HD

OpenScape Server

P4/2 GB/

P4 Xeon/2 GB

MCU server

P4/1 GB/>10GB HD

P4/1 GB (1 - 2 servers*)

Media server

P4/2GB/>18 GB HD

two P4 Xeon/2 GB

LC Server/MS SQL (optional Yes on Xeon


on OS server)
Table 3-10

Yes, if dual processor

Recommended hardware requirements - Normal Traffic Call Model

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Note: * The number of MP servers is dependent on the amount of conference resources used
(also multiprocessors units can be used).
Minimal configuration: The OpenScape, MCU, LCS and MS SQL can be installed on the
same server (P4 Xeon/2 GB). The Media Server needs to be on a separate 2nd server (P4/2
GB).
3.2.10.2

High Traffic Call Model

Assumption: (6 events per user per hour) where events include phone calls, portal calls, instant messages and status changes)
Server

100/250 Users
Processor/Memory/HD

500/750 Users
Processor/Memory/HD

OpenScape Server

P4/2 GB/

two P4 Xeon/2 GB

MCU server

P4/1 GB/>10GB HD

P4/1 GB (1 - 2 servers*)

Media server

P4/2GB/>18 GB HD

four P4 Xeon/2 GB

LC Server/MS SQL (optional Yes on Xeon


on OS server)
Table 3-11

Yes, if dual processor

Recommended hardware requirements - High Traffic Call Model

Note: * The number of MP servers is dependent on the amount of conference resources used
(also multiprocessors units can be used).

3.2.11

Database Size

To determine the size of the OpenScape database needed during OpenScape installation
(Section 9.5, Installing OpenScape, on page 9-9), ask the Network Administrator to provide
1.

the number of OpenScape users that are planned for the system - ___________

2.

the number of months of call records that will be kept - _____________

The minimum size = (number of users/2) + ((number of users * number of months)/20).


For example, for 250 users and 3 months of call records, the minimum size = 250/2 + ((250 *
3)/20) MB = 163 MB.

3.3

Infrastructure Server Verification

The first step in preparation for installation of the system is to determine whether the infrastructure and configuration meets the OpenScape requirements.

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Pre-Installation Checklist
Infrastructure Server Verification

1.

Confirm configuration of the system (Section 2.3.6, Typical Configurations, on page 2-10)
- THIS SHOULD BE TOLD BY PROJECT MANAGER.

2.

Verify the Infrastructure components (Exchange, AD) are appropriate versions.

3.

Confirm that users exist in AD and map, based on topology, to the planned OpenScape users.

>

Note1: There currently exists a restriction with the VegaStream gateway (pre R5.1
T017) that the fully qualified domain name of the LCS/OpenScape server may only
be a maximum of 31 characters. If this gateway is to be used with OpenScape, this
length restriction must be applied.

>

Note2: The IP address for the LCS/OpenScape server should be static.

3.3.1

Domain Mode

OpenScape requires installation in a domain that is at native functionality mode or higher.


By default, when a Windows 2000 Server or Windows Server 2003 DC is installed, it is created
in mixed-mode. OpenScape has a requirement for the domain in which it is to be installed to be
in native-mode or higher. This elevation of domain mode provides additional security features.
The particular feature that OpenScape requires is the enhanced scope of the Domain Local Security Group. This feature exists in native mode and above (i.e. 2003).
Raising the domain functionality is a manual step that must be performed with an account that
possesses Domain Administrator privilege. This is a non-reversible change. To raise the domain functionality, select the target domain in Active Directory Domains and Trusts console.
Right click and select Raise Domain Functional Level.
If for whatever reason it is not possible to raise functionality of a production domain, the
workaround is to create a new resource domain for OpenScape. This resource domain is a new
child domain in the forest, which has been elevated to native-mode and contains the OpenScape Servers (Application, Conferencing and Media) as well as LCS. This resource domain
need not have any OpenScape users in it.

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Server Information

3.4

Nur fr den internen Gebrauch

Server Information

Have the customers network administrator fill out the following tables.
System Name
(SystemID*)

Domain
Name

Fully Qualified Domain


Name (FQDN)

IP Address

Voice Portal
Extension

OpenScape
LC Server

N/A

Exchange
2000/2003

N/A

MS SQL
Server

N/A

MCU

N/A

MC (if separate from MP)

N/A

MP

N/A

MP(optional)

N/A

MP(optional)

N/A

MP(optional)

N/A

OMC

N/A

Gateway

N/A

Root Domain
Table 3-12

N/A

N/A

N/A

N/A

Server Information

*NOTE: The systemID is a maximum 11 alphanumeric characters in length.

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Application
(Server Machine)

Description

LC server machine

Trusted port number on LCS

B2BUA (OpenScape)

Port number configured on B2BUA for SIP messages from LCS (default is 21020)

License Server (OpenScape)

Port number configured for License Server (default is 50000)

Media Server

Port Number configured on Media Server to receive SIP messages from LCS (default is 5060)

MCU (MCU)

Port number configured on MCU to receive SIP


messages from MC (default is 5060)

Table 3-13

3.5

Port Number

Port Number information for Block Rule

Account/Group/Permissions Configuration

OpenScape requires the creation of users and groups as well as permissions configuration prior to installation of the system.
The Environment Preparation Tool is used for this and will be performed in Chapter 8 after installing the LC Server; however, some accounts still need to be created manually.
OpenScape is supported only in native mode or higher domains because there are two groups
that require support of users in multiple domains. In native mode or higher, the Domain Local
Group has scope over multiple domains.

>

To comply with Windows 2000, the user and group names should be no longer than
20 characters.

Some tasks are done by the customers network administrator and some are done by the installer. Also, some tasks like Forest Prep, root domain prep/add are done by the enterprise administrator using the Environment Preparation Tool.

3.5.1

By Network/Domain Administrator

3.5.1.1

Accounts

Some accounts are identified as assigned during Chapter 8. Refer to Appendix D, Settings
Changed by the Environment Preparation Tool for a description of the accounts created as well
as groups such as OpenScape Service, OpenScape User and OpenScape Admin.

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The network administrator must also work with the site telecom administrator to obtain extension numbers for the specified accounts in the table.
Account Name
OSsvc*
(Core Account or Service
Account)

Password

Extn.
no.

_________ N/A

Group
Membership
See Appendix D

Description

OSWeb*

_________ N/A

See Appendix D

<systemID>OSRTP*

_________ N/A

See Appendix D

Used for services


Used by UNS as
LCS user; LCS User* configuration
required - see below
Portals also use
this account
Used to get RTP
data from LCS
LCS User*

<systemID>UNS*

________

N/A

See Appendix D

LCSInstaller

________

N/A

- Domain admin
privileges
- Active Directory
schema modification privileges

Used only for LCS


installation (and
un-installation)

<osinstaller> (Should be ________


created by network administrator. Assigned in Chapter 8)

N/A

See Appendix D

Used for installation of OpenScape,


OMC, MCU & Media Server

<systemID>SiemensIC*

_______ See Appendix Dr


_

Media Server
See Appendix B

_______ See Appendix D


_

_______ See Appendix D


_

_______ See Appendix D


_

________

<systemID>SiemensCR* ________
<systemID>CRDirect*

________

<systemID>CRForward* ________

Media Server
See Appendix B
Media Server
See Appendix C
Media Server
See Appendix C

* - These accounts are created by the Environment Preparation Tool - see Chapter 8
Table 3-14

3-10

Accounts Created by Network Administrator

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>
3.5.1.2

Pre-Installation Checklist
Account/Group/Permissions Configuration

NOTE: All accounts should be password-enabled. Non-expiring passwords are recommended; however, please follow company policy. If the passwords for the OpenScape services need to be changed, please refer to the Help for OpenScape Management Console for information on how to change these passwords.
The extension numbers should be unique numbers in the dialing plan (like any other
OpenScape user). For example, you can access CRDirect by name (from WM or
portal) or by number (from WM, portal, or phone).
Warning
If any password expires and if for any reason any service is stopped, it cannot be
restarted rendering the system non-functional. The password needs to be reset in
the Active Directory and the Service Control Manager. Then start the services again.
Each OpenScape installation requires two distinct accounts (<systemID>OSUNS
and <systemID>OSRTP). The same two accounts cannot be used by other OpenScape Installations. New accounts with different names must be created by the Environment Preparation Tool.
Imported AD Users

There may be cases where users for a system are being imported from another pre-Windows
2000 system (i.e. Windows NT). The migration of users into active directory (AD) is the responsibility of the customer and the process is not discussed here. For any imported user, you must
verify that the user account has a User Logon Name and not a User Logon Name [pre-Windows 2000]. See Figure 3-1.

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Figure 3-1

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User Properties Screen

3.5.2

By Installer/Local Administrator

3.5.2.1

Account Requirements for OpenScape Management

Normally, all the WMI providers are hosted by the companys RTCB Managed Provider Windows service. This service, as like the other OpenScape Windows services, runs under an account that is a member of the OpenScape Service group and needs access to the WMI
namespace, the privileges to administer both the OpenScape Admin and OpenScape User
groups and any other privileges used by OpenScape Windows services e.g., access to SQL
etc.
The account mydomain\OSAdmin needs to have access to the OpenScape servers, for example, \root\Siemens\RTCB WMI namespace to reach the WMI providers after that, the privileges of the account that the Siemens RTCB Managed Provider Windows service is running under
are used.

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3.5.2.2

Pre-Installation Checklist
Account/Group/Permissions Configuration

Namespace Permissions

OpenScape uses a namespace in the CIM. The namespace \root\Siemens\RTCB is created on


installation of the OpenScape application. For security purposes these permissions must be
verified/adjusted on the OpenScape server.
Access to the namespace security is through the Windows Management Instrumentation
(WMI) console (wmimgmt.msc). In order to access the security settings, you must be at least a
local administrator on the OpenScape server.
The following URL is a link to an MSDN article that discusses how to set the WMI namespace
privileges in Windows Server 2003.
http://support.microsoft.com/default.aspx?scid=kb;en-us;325353

Summary of user privileges for root\Siemens\RTCB namespace:

Administrators: should have all privileges including Remote Enabled

OpenScape Admin group: If not already in the administrators group, should have all privileges including Remote Enabled.

OpenScape Service group: same as above.

Everyone: should modify to deny all inherited rights

CIM Namespace Security


1.

On the OpenScape server, logon as <osinstaller>, go to Computer Management>Services and Applications->WMI Control.

2.

Right-click Properties.

3.

Click the Security tab.

4.

Select the Root\Siemens\RTCB namespace.

5.

Click Security.

6.

Select Everyone from Group or user names.

7.

Under Permissions for Everyone, click Deny for the following permissions:

8.

Execute Methods

Provider Write

Enable Account

Click Apply, OK, and then OK to close the Computer Management window.

LOCAL/NETWORK: since winmgmt uses these accounts and communicates with our
OpenScape providers the default privileges are acceptable i.e., no change.

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Summary of user privileges for root\CIMV2 namespace:

OpenScape Admin group: should have all privileges including Remote Enabled.

Summary of user privileges for root\MicrosoftIISv2 namespace:

OpenScape Admin group: should have all privileges including Remote Enabled.

The account of anyone that may need to access the WMI providers on the OpenScape server
will need at least default permissions (Execute Methods, Provider Write and Enable Account) as well as Remote Enable. This would be anyone accessing these providers via OMC
or scripting.
The WMI providers are hosted by the companys RTCB Managed Provider Windows service.
Once access is made to the OpenScape WMI namespace (\root\Siemens\RTCB) the privileges
of the account that the RTCB Managed Provider Windows service is running under are used.
As like the other OpenScape Windows services, the account used is a member of the OpenScape Service group and needs the privileges to administer both the OpenScape Admin and
OpenScape User groups and any other privileges used by OpenScape Windows services e.g.,
access to SQL etc. Also, this service account (or the OpenScape Service group it belongs to)
must have local administrative privileges on the OpenScape server.
Any user wishing to access the OpenScape WMI namespace for management purposes must
have local administrative privileges on the OpenScape server. This applies whether the user is
accessing the namespace remotely or locally.

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SIP Phone Data

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3.6

SIP Phone Data

If the customer uses SIP phones, then obtain the following data for each SIP phone user that
will be needed in Section 16.5.1, Configuring Profiles for SIP Phones, on page 16-5.
Setting

Description

Value

Phone Network (if not using DHCP)


Terminal IP address range

IP address ranges to be assigned to the phones

Terminal Mask

Subnet mask that the phone resides on

Primary DNS IP Address

Primary DNS server to be used


by the phone

Secondary DNS IP Address IP address of additional DNS


(optional)
server
Default Routes

IP address of gateway on network

Domain Names

List all domains that phones


belong to (need to associate
with each phone)

Time and Date (if not using


DHCP)
SNTP server address

IP address of the time synchronization server on the network

Time zone offset

Offset that must be applied to


the time give by the SNTP
server to get current time

KDC
KDC Server Address

Host name of the KDC server


to be used. This is normally the
child domain name or IP address of the child domain controller where the user is located.

SNTP
SNMP Trap address
Quality of Service (QoS)
Tabelle 3-15

SIP Phone Data for Each User

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Description

Value

vLAN discovery
Manual VLAN identifier
Qos Mode
Layer 3 voice
Layer 3 signaling
Tabelle 3-15

3-16

SIP Phone Data for Each User

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Installing Live Communications Server
Installing the LC Server

Installing Live Communications Server

This section provides information about installing the LC Server (LCS).

>

Use Microsoft documentation as a primary guide for setting up a system infrastructure.

>

Before installing the LC Server, make sure you do not have WM installed on that machine; otherwise, WM uses the default port 5060 (to communicate with the LC Server) depending on who starts up first - WM Client or LCS Service. Usually WM Client
controls the 5060 port and, thus, the LC Server is not able to receive any messages
from any WM Clients at all. One way to avoid this would be to add another port to
the LC Server and use that port number in the server location section on the WM
Client configuration screen

Select defaults while installing the LC Server. Only in the User Info screen where it asks for a
user id and password, then enter the user id with administrator privileges only along with its
password. The installation guide that comes with the LC Server leads you to set up an
LCSService type user and, by default, that is the one that is displayed in this screen as default.
Either you can use it or enter in your own id. This will be the account under which the LCS Services will run.

4.1

Installing the LC Server

To install the LC Server (refer to the Microsoft LC Server deployment guide at http://www.microsoft.com/technet/treeview/default.asp?url=/technet/prodtechnol/office/livecomm2003/default.asp):
1.

Ensure that you do not have WM installed on the LC Server.

2.

Install the LC server according to the Microsoft documentation and follow the instructions.

3.

Select the defaults except on the User Info screen.

4.

In the User Info screen, type the user ID with administrator privileges and password then
click Enter. Should assistance be needed to set up an RTCService, refer to the LC Server
Installation Guide. The RTCService user ID is the default. You can either use it or type in
your own ID.

>

If the expiration date for the password is not explicitly set, then the password expires
in 42 days and the system ceases to function.

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Local Machine Groups

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5.

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Note: The usage of RTC is interchangeable with LCS. Microsoft changed the
name of RTC to LCS.

After LC Server is installed, then install TLS by first installing certificates. Then assign
those certificates with the TLS Mutual setup.

Local Machine Groups

On the OpenScape/LC Server, after LCS installation, there are four new Machine Local Groups
created:

RTC Local Administrators

RTC Local User Administrators

RTC Server Applications

RTC Server Local Group

In Chapter 8, Preparing the OpenScape Environment, the OpenScape Service account (see
Table 3-14 on page 3-10) is added during installation and becomes a member of these local
machine groups.
Refer to Chapter 8 and Appendix D for more details.

4.3

Installing and Setting Up the Windows Messenger (WM) Client

To install or un-install the WM client, you must be logged into the PC as a local administrator
only. If you already have a WM version installed, you must first un-install it before installing a
newer version.
To un-install WM:
1.

At the clients desktop, click Start > Run.

2.

Type C:\Documents and Settings\All Users\Application Data and click OK.

3.

Double-click Microsoft directory.

4.

Right-click Messenger.msi and select uninstall.

To install WM version 5.0.381, you must first be logged on as a local Administrator. Whenever
you log-in to the PC as a domain user for the first time, usually WM client automatically starts
your sign-in process using the user id and password as you entered while logging into your PC.
If this does not automatically start, click Start > All Programs > Windows Messenger. This
starts the WM instance installation. This process takes just less than a minute, and then configure your WM client for usage as follows.

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Installing Live Communications Server


Installing and Setting Up the Windows Messenger (WM) Client

From the menu bar:


1.

Click on Tools > Options

2.

Select the Accounts tab.

3.

In the Communications Service Account section, select the My contacts include users of
a communications service check box.

4.

Type the SIP URI in the Sign-in name: field; for example, userid@domain.name (this is
the LCS users SIP URI as configured in the Active Directory)

5.

Click the Advanced button located right next to this field.

6.

Select Configure settings radio button.

7.

Type the rtc-server-host-name.domain.name in the Server name or IP address field. This


server name is the name of the server on which you have installed or the LC Server is installed.

8.

Select the TLS option at the Connection using options field.

9.

Click OK.

10. Click OK.


11. Sign in.

4.3.1

Testing with Windows Messenger

Once your LC Server is configured and before installing OpenScape, make a test call between
two WM clients. Attempt a voice call between two clients using both TCP and TLS. This ensures
that you have connectivity and the appropriate certificates.

4.3.2

Uninstalling Windows Messenger

To install or un-install the WM client, you must be logged into the PC as a local administrator
only. If you already have a VM version installed (pre-version 5.0.292), you must un-install it first
before installing the new version.
To un-install Windows Messenger:
1.

Click Start->Run.

2.

Enter c:\Documents and Settings\All Users\Application Data, then click OK.

3.

Double-click on the Microsoft directory.

4.

Double-click the Windows Messenger directory and right click on the Messenger.msi file.

5.

Select uninstall.

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Configuring the RTCService Account

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Installing Windows Messenger

To install Windows Messenger version 5.0.381, log on first as a local administrator.


Whenever you logon to the PC as a domain user for the first time, the WM client usually automatically starts your sign-in process using the user id and password you entered while logging
onto your PC.
If this sign-in process does not automatically start, click Start->Programs->Windows Messenger to start the Windows Messenger copy installation.

4.3.4

Configuring the WM Client

To configure your WM client for usage from the WM menu bar:


1.

Click Tools->Options....

2.

Select the Accounts tab.

3.

In the Communications Service Account section, select the check box My contacts include users of a communications service.

4.

Type the SIP URI in the Sign-in name: field.


For example, userid@domain.name (this is the LCS users SIP URI as
configured in the Active Directory).

5.

Click the Advanced... button.

6.

Click Configure settings.

7.

Enter LCS-server-host-name.domain.name in the Server name or IP address: field.


This server name is the name of the server on which the LC Server is installed.

8.

Select TLS from the Connection using: options field.

9.

Click OK.

10. Click OK.


11. Sign in.

4.4

Configuring the RTCService Account

The following must be done after the LCS domain prep and before anyone needs to use a
phone in a Windows 2000 domain.
On the RtcService Properties dialog box, select the Account tab. Check the Use DES encryption types for this account box, then click OK.

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LCS Setup Checklist and Troubleshooting

4.5

LCS Setup Checklist and Troubleshooting

General
Checklist
On
Windows
Messenger
(WM) Clients

Installation Tasks

DNS Configurations

Table 4-1

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Done
()

Check if version is 5.0.0381.


Transport channel should be set to TLS.
User SIP URI configured should be correct (check spelling and format).
All users should point to the LCS Home Server on which they are
homed.
To un-install WM on your system, log on as an Administrator and go
to the \Documents and Settings\All Users\Application Data\Microsoft directory and double click on WM directory and locate the
.msi file. Right click on .msi file and select uninstall.
Check if your system is configured to point to the correct DNS Server.
System should have the correct domain name entries in its search
list.
You should be able to ping all Clients & Gateways in your domain.
LCS Setup Checklist and Troubleshooting

You can view LCS settings like Ports, Static Routes, making them Trusted or unTrusted, and
displaying only the required settings on the LC Server.

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Active Directory Reference
Environment Recommendations

Active Directory Reference

OpenScape V2 requires extending the Active Directory schema with OpenScape specific
classes and attributes similar to what Microsoft requires for LCS. Chapter 7, Setting Up a Forest in Production Mode describes the steps to extend of the schema.
As alternative to extending the enterprise Active Directory schema OpenScape can be deployed in Early Deployment Mode (EDM). EDM uses ADAM (Active Directory Application
Mode) which is extended with the Siemens schema enhancements instead. EDM installation
is described in Chapter 6, Setting up OpenScape in Early Deployment Mode (EDM). EDM/
ADAM does not provide the same versatility as running OpenScape in production mode. It is
recommended to install OpenScape in Production mode.

5.1

Environment Recommendations

The following list summarizes the recommendations for placement of Active Directory domain
controllers and global catalog servers to support HiPath OpenScape.

At least one global catalog server must be installed in each domain that contains HiPath OpenScape components such as OpenScape or Routing Dispatcher.

Ensure that the server assigned the infrastructure master role is not a global catalog
server (unless the domain only contains one DC).

Ensure that DNS is correctly configured at the hub site and all branches. Ensure that
name resolution and DNS functionality are both operating correctly.

5.2

Attributes and Objects

Forest preparation will extend the Active Directory schema and will add additional attributes
and objects in the schema. The changes made include:

The User object being extended to add attributes for each user that are mostly static,
such as Secondary SIP addresses and OpenScape Home Server. The same extension is made on the contact object for cross-forest scenarios.

A new Siemens container being created under the system object, if it doesnt already
exist.

A new Siemens OpenScape container being created under the computer object.

Note: The schema extensions to a customer Active Directory Enterprise Schema cannot be removed once applied to it! This is a permanent change to AD.

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Attributes and Objects

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Attributes and Objects Hierarchy

The following structure shows the hierarchy of the new classes and the new attributes:

System (container)
Siemens (container)
Siemens Openscape (siemensOSGlobalContainer)
siemensOSExtension:: attribute
<domain> (siemensOSDomain)
siemensOSDomainName:: attribute
siemensOSExtension:: attribute
<guid> (siemensOSTrustedService)
siemensOSIsMaster :: attribute
siemensOSTrustedServiceFQDN:: attribute
siemensOSExtension:: attribute
Note: The above class objects will be added to the root domain

Computers (container)
<Machine-Name>
Siemens Openscape (serviceConnectionPoint)
OS Core Services (siemensOSServices)
siemensOSServiceInfo:: attribute
siemensOSExtension:: attribute
SB Registration Service (siemensOSServiceConnectionPoint)
siemensOSExtension:: attribute

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Active Directory Reference


Attributes and Objects

Users (container)
User (extensions)
siemensOSSecondaryAOR:: attribute
siemensOSEnabled:: attribute
siemensOSHomeServer:: attribute
siemensOSRequiredData:: attribute
siemensOSExtension:: attribute
siemensOSDevices:: attribute
siemensOSUserData1:: attribute
siemensOSUserData2:: attribute
siemensOSUserData3:: attribute
siemensOSUserData4:: attribute
Contacts (container)
Contact (extensions)
siemensOSSecondaryAOR:: attribute
siemensOSEnabled:: attribute
siemensOSHomeServer:: attribute
siemensOSRequiredData:: attribute
siemensOSExtension:: attribute
siemensOSDevices:: attribute
siemensOSUserData1:: attribute
siemensOSUserData2:: attribute
siemensOSUserData3:: attribute
siemensOSUserData4:: attribute

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Attribute Definitions

5.3

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Attribute Definitions

The following tables shows the new attributes defined in the schema file (ldf) that extends objects for Siemens OpenScape Server.
Attribute

Syntax

siemensOSServiceInfo

MultiValue

Directory True
String

Object

siemensOSServices

Description

Contains information specific to this Service (e.g.


for Core Services DB
connectivity)

siemensOSExten- Directory True


sion
String

siemensOSServices, si- OpenScape extensions


emensOSServiceConnectionPointclass,
siemensOSGlobalContainer, siemensOSDomain, siemensOSTrustedService, User,
Contact

siemensOSSecondaryAOR

user

Secondary AORs

siemensOSHome- Directory False


Server
String

user

OpenScape HomeServer

siemensOSEnabled

Boolean

user

Indicates whether user is


enabled for OpenScape

siemensOSRequiredData

Directory True
String

user

OpenScape user required


information. For OpenScape backup/restore
purposes.

siemensOSDevices

Directory True
String

user

Device(s) assigned to
OpenScape user

siemensOSUserD Directory False


ata1
String

user

Not currently used

siemensOSUserD Directory False


ata2
String

user

Not currently used

siemensOSUserD Directory False


ata3
String

user

Not currently used

siemensOSUserD Directory False


ata4
String

user

Not currently used

Table 5-1

5-4

Directory True
String

False

Siemens Attribute Extensions


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Class Definitions

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Attribute

Syntax

siemensOSDomainName

Directory False
String

siemensOSTrustedServiceFQDN

5.4

Object

Description

siemensOSDomain

A domain configured for


OpenScape

False

siemensOSTrustedService

This attribute determines


whether the user is a
master representation or
a replicated copy.

Directory False
String

siemensOSTrustedService

Trusted Server FQDN

siemensOSIsMas- Boolean
ter

Table 5-1

MultiValue

Siemens Attribute Extensions

Class Definitions

The new Active Directory classes are as follows:

siemensOSServices

siemensOSServiceConnectionPoint

siemensOSGlobalContainer

siemensOSDomain

siemensOSTrustedService

Table 5-2 through Table 5-6 describe the new attributes associated with each of these classes.

5.4.1

siemensOSServices

This class stores the Siemens OpenScape Service information and is inherited from the serviceConnectionPoint class. The following table shows the new Active Directory class and its
OpenScape attributes.
The only possible superior class os siemensOSServices is the serviceConnectionPoint class.
Attribute

Syntax

Multi-Value

Description

siemensOSServiceInfo

Directory String

True

Contains information specific to this Service (e.g. for


Core Services DB connectivity)

siemensOSExtension

Directory String

True

OpenScape extensions

Table 5-2

Siemens OS Services Class Attributes

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Class Definitions

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siemensOSServiceConnectionPoint

The siemensOSServiceConnectionPoint class inherits from the serviceConnectionPoint class


and can have only siemensOSServices class objects as it possible superior.
Attribute

siemensOSExtension
Table 5-3

5.4.3

Syntax

Directory String

Multi-Value

True

Description

OpenScape extensions

Siemens OS Service Connection Point Class Attribute

siemensOSGlobalContainer

The siemensOSGlobalContainer class is a container class for Siemens OpenScape global information. This class inherits from the container class and can have other container class objects as it possible superior.
Attribute

siemensOSExtension
Table 5-4

5.4.4

Syntax

Directory String

Multi-Value

True

Description

OpenScape extensions

Siemens OS Global Container Class Attribute

siemensOSDomain

The siemensOSDomain class is used to store all the domains configured for Siemens OpenScape and is a container class for Siemens OpenScape global information. This class inherits
from the container class and can have only siemensOSGlobalContainerclass objects as it possible superior.
Attribute

Syntax

Multi-Value

Description

siemensOSDomainName Directory String

False

A domain configured for


OpenScape

siemensOSExtension

True

OpenScape extensions

Table 5-5

5.4.5

Directory String

Siemens OS Domain Class Attribute

siemensOSTrustedService

The siemensOSDomain class is used to store all the domains configured for Siemens OpenScape and is a container class for Siemens OpenScape global information. This class inherits
from the container class and can have only siemensOSGlobalContainerclass objects as it possible superior.

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Attribute

Syntax

Multi-Value

Description

siemensOSIsMaster

Boolean

False

This attribute determines


whether the user is a master
representation or a replicated copy.

siemensOSTrustedServiceFQDN

Directory String

False

Trusted Server FQDN

siemensOSExtension

Directory String

True

OpenScape extensions

Table 5-6

5.5

Siemens OS Trusted Service Class Attribute

Early Deployment Mode or Production Mode

If the customer wants to do an OpenScape evaluation without making any changes to the Active Directory, then proceed to Chapter 6, Setting up OpenScape in Early Deployment Mode
(EDM); otherwise, proceed to Chapter 7, Setting Up a Forest in Production Mode which will
makes changes to AD.

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Setting up OpenScape in Early Deployment Mode (EDM)

Setting up OpenScape in Early Deployment Mode


(EDM)

This chapter details the steps necessary to prepare the ADAM infrastructure to host servers
running OpenScape Server in EDM mode and later migrate to a production mode environment.
Go to Chapter 7, Setting Up a Forest in Production Mode for a production mode environment.

>

Note: Running OpenScape in EDM mode does not require the enterprise Active Directory schema to be extended. Instead ADAM is used beside the existing Active Directory to store the new Siemens OpenScape classes and attributes.

Installation comparison between Production Mode and Early Deployment Mode:


Task
Forest Preparation (ForestPrep.exe)

Extending Schema

Creating Enterprise Global objects

Early Deployment Mode

Not Required

Production
Mode

Required

Domain Preparation (EnvironmentSetup.exe) Required (see Section 6.2) Required

Extending Schema

Creating Enterprise Global objects


EDM System Preparation (EnvironmentSetup.exe)

Required (see Section 6.2) Not Required

Install ADAM

ADAM is available from MS for Windows


2003 Server

Required (see Section 6.3) Not Required

OpenScape EDM installation (OpenScapeEDM.exe)

Required (see Section 6.4) Not Required

Migration to Production Mode (Migrate.exe)

Optional (see Section 6.5) Not Required

Installation of OpenScape packages (such


as OpenScape, Routing Dispatcher, etc.)

Required (see general


OpenScape installation

Table 6-1

>

Required

Installation Comparison
Note: Running OpenScape in EDM mode: If a new user is created, the user cannot
be converted until Active Directory replicates that user to all domain controllers and
the ADAM synchronizer (EDMADC service) replicates that user into ADAM. This
may take several minutes depending on the customers replication topology. Usually,
this will be less than 5 minutes.

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Installation Requirements for EDM

6.1

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Installation Requirements for EDM

The following files are used to set up a forest in early deployment mode. They can be found in
the OpenScape EDM and OpenScape EPT folder (except ADAM).

EnvironmentSetup.exe: Used for Domain and System Preparation steps

OpenScapeEDM.exe: EDM installation package

Migrate.exe: Used when migrating to Production Mode

ConvertAdmins.exe: Used to migrate users that are members of administrative groups

ADAM: ADAM is an integrated directory service available with Windows Server 2003 and
must be downloaded from Microsoft at http://www.microsoft.com/windowsserver2003/
adam/default.mspx

6.2

Domain and System Preparation

Before installing ADAM and EDM the Root and Child domains need to be prepared. These are
the same steps as for production mode. The only difference is the use of the EDM parameter
when using EnvironementSetup.exe.
In preparation for EDM installation the EDM System Preparation needs to be run. See Section
8.18 on page 8-38 on how to prepare the domains and the EDM system.

6.3

ADAM Installation

Once the environment is prepared with root domain prep, child domain prep and EDM system
prep, the ADAM and EDM installation can proceed.
ADAM is an integrated directory service available with Windows Server 2003 and must be
downloaded from Microsoft at: http://www.microsoft.com/windowsserver2003/adam/default.mspx.
ADAM must be installed on a Windows 2003 Server. For larger deployments it is recommended
to install ADAM/EDM on its own server (not on an OpenScape Home Server).
ADAM installation should be run with the <osinstaller> account or an account which has given
permission to write its own Service Connection Point, or as domain admin.

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Setting up OpenScape in Early Deployment Mode (EDM)


EDM Installation

Command

Where to run
as who

What it does

Download ADAM (ADAMretailX86.exe) from:


http://www.microsoft.com/downloads/details.aspx?FamilyId=9688F8B9-1034-4EF6-A3E52A2A57B5C8E4&displaylang=en
ADAM/EDM
Unzip and Install ADAM (adamsetup.exe):
server, run as

Select: ADAM and ADAM administration tool


installer

Select A unique instance

Enter Instance name: SiemensOpenScapeEdmV2

Accept default ports

Select: No, do not create an application directory


partition

Accept Data files

Install ADAM as the OpenScape Service account,


select This account and browse to the OSsvc account in the current domain and enter the password.

On the popup indicating that the account does not


have permissions to run as a service, click Yes.

Accept Currently logged on user: <domain\installer>

Accept: Do not import LDIF files

Finish installation.
Table 6-2

ADAM/EDM server,
run as InstallerInstalls ADAM using
predefined instance
name
SiemensOpenScap
eEdmV2 and runs
service as OpenScape Service account.

ADAM Installation Steps

Note: ADAM backup and restore is described at: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/adam/adam/backing_up_and_restoring.asp

6.4

EDM Installation

Once ADAM is successfully installed the EDM installation can proceed.


EDM must be installed on a Windows 2003 server preferably on the server where ADAM with
instance SiemensOpenScapeEdmV2 has been installed.

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MIgrating from EDM to Production Mode

Command

Where to run as who

Run OpenScape EDM In- ADAM/EDM server, run


stallation Package (Open- as installer
ScapeEDM.exe)

Table 6-3

6.4.1

Nur fr den internen Gebrauch

What it does

Creates the ADAM schema for LC and


OpenScape.
Creates the default application partition
mirroring the real Active Directory domain names and sets the defaultNamingContext.

EDM Installation Steps

Verifying the ADAM Schema Changes

1.

Logon to the server where the ADAM instance is installed with the <osinstaller> account.

2.

Click Start > All Programs > ADAM > ADAM ASDI Edit. This will open the ADAM ADSI
Edit program.

3.

On the left pane right-click ADAM ADSI Edit, then click Connect to. This opens the
Connection Settings window.

4.

Under Well-known naming context, select Schema, then click OK.

5.

Expand My Connection, then click Schema.

6.

In the right pane, search for CN=siemens-OSServiceInfo. If present, the schema was
successfully propagated. If no such entry exists, then the schema was not modified.

>
6.5

Note: ADAM ADSI Edit is a ADAM administrative tool that may be installed as part
of the ADAM installation. The usage of ADAM ADSI Edit is very similar to ADSI Edit
for Active Directory.

MIgrating from EDM to Production Mode

There is no expiry in running HiPath OpenScape in EDM mode. There are only a few limitations
by running in EDM which mainly is performance impact with a large deployment. Once the permission to extend the enterprise is granted, it is recommended to migrate to production mode
which replaces the use of ADAM with the extended Active Directory.
Migration involves the following tasks:

Extend the enterprise Active Directory schema with the Siemens OpenScape extensions.

Migrate the user data and SCPs from ADAM to Active Directory.

Disable ADAM and remove the ADAM instance entry published in the Active Directory.

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Setting up OpenScape in Early Deployment Mode (EDM)


MIgrating from EDM to Production Mode

Extending the enterprise schema is done by the forest preparation tool, ForestSetup.exe, described in 5b. The other two tasks will be done by Migrate.exe tool.

6.5.1

Installation Requirements for Migration

For Forest Preparation, copy the OpenScape EPT folder locally to the root domain controller chosen installation directory.

For Migration and EDM System Prep un-installation, copy the OpenScape EPT folder locally to the EDM/ADAM server.

6.5.2

Migrating from ADAM to Active Directory

Migration from EDM to Production mode is done in following steps:


1.

Prepare the forest by following the instructions in Chapter 7, Setting Up a Forest in Production Mode.

2.

Run the root and child domain preparations for Production Mode as described in Chapter
8, Preparing the OpenScape Environment.

3.

Check for OpenScape users that are members of administrative groups in all OpenScape
Servers in the forest and either delete them as OpenScape users or add the privileges for
the OpenScape Service group. See Section 6.5.2.1.

4.

Logon to the EDM/ADAM server as Installer account which was used to install ADAM and
EDM. Perform the Migration by typing the following command in a command prompt: Migrate.exe /i /l prep.log.

5.

Remove OpenScape EDM using Add/Remove Programs.

6.

Optionally remove the ADAM instance using Add/Remove Programs.

7.

Logon as domain administrator to this server or any other server connected to the current
domain.

8.

Uninstall EDM System Prep using EnvironmentSetup.exe with x switch. See Section 8.18,
EDM System Preparation and Verification.

9.

Rerun the system preps again for installations remaining on this host. For example, if
OpenScape is installed on this host and will be kept, then the OpenScape system prep
must be rerun.

10. Restart all servers containing HiPath OpenScape installations (e.g. OpenScape, Routing
Dispatcher, MCU, Media Server) in the forest.

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6.5.2.1

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Checking for OpenScape Users that are members of Administrative Groups

In EDM mode members of administrative groups are allowed to be OpenScape users. These
accounts are protected for security reasons, and do not inherit the access rights.
For each OpenScape Server one of the following options option must be executed to successfully migrate these users from EDM to production mode.

Remove the users that are members of any administrative group from OpenScape. This
option requires OpenScape Admin privileges.

Provide additional permissions to the OpenScape Admin group to be able to set OpenScape specific attributes of these users. In particular: Read access rights to: Public Info,
RTCPropertySet, RTCUserSearchPropertySet, SiemensOSPropertySet and write access
rights to the SiemensOSPropertySet. This option requires Domain Admin privileges.

To delete Admin Users from OpenScape, follow the instructions below:


1.

Log on to any server in the domain being prepared with the <osinstaller> account or as a
member of the OpenScape Admin group.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type ConvertAdmins /m DELETE /SQLSERVER <sqlserver> /L


<logfile>.

5.

All the OpenScape Users with AdminCount as 1 will be deleted from OpenScape.

6.

Proceed to upgrade the system.

To grant permissions to the OpenScape Admin group and retains these users in OpenScape,
follow the instructions below:
1.

Log on to any server in domain being prepared as the Domain Administrator.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type ConvertAdmins /m ADDACE /SQLSERVER <sqlserver> /L


<logfile> /TRUSTEE <Domain>\OpenScape Admin, where <sqlserver> is the SQL
Servers hostname is the default instance is used, or <hostname\instance name> when a
named SQL instance is used for HiPath OpenScape.This will give the appropriate permissions to the OpenScape Admin group to all OpenScape user which are members of any
administrative group (adminCount attribute set to 1).

5.

Proceed to migration.

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6.5.3

Setting up OpenScape in Early Deployment Mode (EDM)


MIgrating from EDM to Production Mode

Verifying the Migration from ADAM to Active Directory

To verify the schema extensions, see Section 7.3, Verifying the Enterprise Schema Changes.
To verify the migration of OpenScape data from ADAM to Active Directory:

Using LDP or ADSI Edit navigate to an OpenScape user and verify that this user contains
a SiemensOSEnabled attribute set to TRUE.

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Setting Up a Forest in Production Mode
Requirements

Setting Up a Forest in Production Mode

This section details the steps necessary to prepare the forest in production mode. Forest preparation is required to run OpenScape in Production Mode and must be done before domain and
system preparation.

>
7.1

Note: If ADAM is already installed in the forest with SiemensOpenScapeEdmV2


name, then ADAM always gets the preference even after AD schema is extended
and all OpenScape Systems are running in EDM mode.

Requirements

The following files are used to set up a forest in production mode. They can be found in the
OpenScape EPT folder.

.Net Framework 1.1

Forest functional level must be Windows 2000 native or Windows Server 2003. If the
domain is in mixed mode, you need to raise its functional level to Windows 2000 native
mode.

ForestSetup.exe: Forest Preparation executable calling the forestprep.wsf script. This creates a property set and Siemens enterprise global objects.

Forestprep.wsf: Script used to import the schema definitions of the ldf file. The same script
is also used for EDM mode.

si_schema.ldf; Siemens Active Directory schema definitions. A detailed description of the


new classes/attributes can be found in the Active Directory Reference in Chapter 5, Active
Directory Reference.

7.2

Modifying the Enterprise Schema

1.

Log on to the root domain controller as a user with schema administrator credentials.

2.

Copy the si_chema.ldf, forestprep.wsf, ForestSetup.exe, and Siemens.EN.RTCB.Adcim.ADLib.dll files from the OpenScape EPT folder on the OpenScape CD.

3.

Click Start->Run, then enter cmd.

4.

Go to (cd) the directory location where the schema file (si_schema.ldf) is located.

5.

Enter ForestSetup.exe /i /L prep.log.

6.

Upon completion, close the prompt window.

You can verify whether the schema changes are applied to the all the child domains by following
the instructions specified in the next section.
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Verifying the Enterprise Schema Changes

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Verifying the Enterprise Schema Changes

To view the user attributes in Active Directory, the ADSI Edit snap-in needs to be installed on
your computer. It is part of the SUPTOOLS.MSI, which is located under \ENGLISH\WIN2003\ENT\SUPPORT\TOOLS on the Windows 2003 Server disk.

Add the ADSI Edit snap-in into MMC, or just run adsiedit.msc.

Connect to the Schema Naming Context.

Expand the Schema container and in the right pane look for the entries beginning with siemens-OS. If these entries are not there, then the schema has not been extended.

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Preparing the OpenScape Environment
Prerequisites

Preparing the OpenScape Environment

The network administrator must set up the Domain and System environments for OpenScape.
Domain Preparation is required only once for every domain where OpenScape will be installed. It can also be run to repair the domain.
System Preparation is required once before every fresh installation of OpenScape. It can also
be run again to repair the system, or to change some configuration options, such as changing
the Logon user, installing LC Server on a different system etc.

Preparation can either be done manually or by using the Environment Preparation Tool. You
must use only one method and cannot interchange once started.

8.1

Prerequisites
Environment Preparation Tool only

.NET Framework 1.1 should be installed on the PC where the Tool is run.

Domain Administrator privileges are to required to run this Tool.

The domain (root & resource) should be in native mode. If it is in mixed mode, you need to
raise its functional level to native mode (using AD Domains and Trusts snap-in).

Prior to Root Domain preparation, the forest preparation has to be completed. This is only
true if the customer is installing in a production mode.

Prior to Domain preparation, LC Server should already have been installed at least once
in the domain.

Prior to System preparation, LC Server should have already been installed for the particular OpenScape system being prepared.

For System Preparation, the OpenScape Logon User (the current user logged on when
OpenScape is being installed), should be an existing Domain user.

8.2

Hints

The default OpenScape Service account is set to OSsvc.

The default OpenScape RTP account is set to <SystemID>OSRTP.

The default OpenScape UNS account is set to <SystemID>OSUNS.

The default OpenScape Web account is set to OSWeb.

Environment Preparation Tool only:

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The /PWD switch is mandatory for /D, /S and /MSS switches. The password provided for this switch is applied to all accounts created during the Preparation step. If
those accounts already exist, their password will be updated with the password provided.

If you cut and paste the command line input in the following pages to the CLI, there is
a chance that the quotation marks, , will not copy exactly which will cause the command line to fail.

During a V1 t oV2 upgrade, if there is more than one OpenScape System in the same domain, the old OpenScape Service group has to remain as it is for V1 OpenScape system
to co-exist with V2 OpenScape system. Therefore, the domain prep will automatically rename the old group to OpenScape Service V1 and copy all its members to the new group.

After upgrading all OpenScape Systems in this domain to V2 the following groups and accounts are no longer needed:

OpenScape Service V1 group

Account <SystemID>OSsrv

Delete this group and account using the AD Users and Computers Snap-in.

8.3

Overview

This section lists the environment preparation steps to be followed in these scenarios:

Installing the first OpenScape System into a Prepared Forest

Installing the second OpenScape System into a Prepared Forest Upgrade

Complex Setup

8.3.1

Installing the First OpenScape System into a Prepared Forest

This scenario corresponds to the Root Domain and Child Domain D1 of Figure 8-1.
Steps to follow:

8-2

Forest Prep (Production Mode Only - refer to Chapter 7, Setting Up a Forest in Production Mode)

Root Domain Prep (refer to Section 8.7 on page 8-9)

Domain Prep OS system (refer to Section 8.8, OpenScape System Domain Preparation and Verification)

Add Domain to Root Domain (refer to Section 8.10 on page 8-19)

System Prep OpenScape Server (refer to Section 8.13 on page 8-22)


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Preparing the OpenScape Environment


Overview

System Prep RD (LCS Server) (refer to Section 8.14 on page 8-28)

System Prep Media Server (refer to Section 8.15 on page 8-30)

System Prep MCU (If located on separate system) (refer to Section 8.16 on page
8-33)

System Prep TFA (If located on separate system) (refer to Section 8.17 on page
8-35)

System Prep EDM (refer to Section 8.18 on page 8-38)

8.3.2

Installing the Second OpenScape System into a Prepared Forest


Upgrade

This scenario corresponds to the Root Domain and Child Domain D1 of Figure 8-1.
Steps to follow:

System Prep OpenScape Server (refer to Section 8.13 on page 8-22)

System Prep RD (LCS Server) (refer to Section 8.14 on page 8-28)

System Prep Media Server (refer to Section 8.15 on page 8-30)

System Prep MCU (If located on separate system) (refer to Section 8.16 on page
8-33)

System Prep TFA (If located on separate system) (refer to Section 8.17 on page
8-35)

System Prep EDM (refer to Section 8.18 on page 8-38)

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Overview

8.3.3

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Complex Setup

This OpenScape setup consists of 2 OpenScape systems in 2 domains. All users reside in a
3rd domain. See Figure 8-1.

Figure 8-1

Complex Setup - Domain Diagram

Steps to follow:

8-4

Forest Prep (Production Mode Only - refer to Chapter 7, Setting Up a Forest in Production Mode)

Root Domain Prep (refer to Section 8.7 on page 8-9)

Domain Prep of D1 OS system (refer to Section 8.8, OpenScape System Domain


Preparation and Verification, on page 8-12)

Add Domain D1 to Root Domain (refer to Section 8.10 on page 8-19)

System Prep OpenScape Server (refer to Section 8.13 on page 8-22)

System Prep RD (LCS Server) (refer to Section 8.14 on page 8-28)

System Prep Media Server (refer to Section 8.15 on page 8-30)

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Preparing the OpenScape Environment


Overview

System Prep MCU (If located on separate system) (refer to Section 8.16 on page
8-33)

System Prep TFA (If located on separate system) (refer to Section 8.17 on page
8-35)

System Prep EDM (refer to Section 8.18 on page 8-38)

Domain Prep of D2 OS system (refer to Section 8.8, OpenScape System Domain


Preparation and Verification, on page 8-12)

Add Domain D2 to Root Domain (refer to Section 8.10 on page 8-19)

Add Domain D2 to D1 (refer to Section 8.11 on page 8-20)

Add Domain D1 to D2 (refer to Section 8.11 on page 8-20)

System Prep OpenScape Server (refer to Section 8.13 on page 8-22)

System Prep RD (LCS Server) (refer to Section 8.14 on page 8-28)

System Prep Media Server (refer to Section 8.15 on page 8-30)

System Prep MCU (If located on separate system) (refer to Section 8.16 on page
8-33)

System Prep TFA (If located on separate system) (refer to Section 8.17 on page
8-35)

System Prep EDM (refer to Section 8.18 on page 8-38)

Domain Prep of D3 user only (refer to Section 8.9, User Only Domain Preparation
and Verification)

Add Domain D3 to Root Domain (refer to Section 8.10 on page 8-19)

Add Domain D3 to D1 (refer to Section 8.11 on page 8-20)

Add Domain D1 to D3 (refer to Section 8.11 on page 8-20)

Add Domain D3 to D2 (refer to Section 8.11 on page 8-20)

Add Domain D2 to D3 (refer to Section 8.11 on page 8-20)

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Preparing the OpenScape Environment


Overview

8.3.4

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Brief Description of Steps


Step

Where to run
command

Condition

Cmd
Mode*

Forest Prep (refer to Refer to the schema Once for every forest
Chapter 7, Setting deployment guide
Up a Forest in Production Mode)
Root Domain Prep

Root Domain

Once for every forest

Domain Prep Child domain con- Once for every domain


OpenScape system taining OpenScape containing an Opensystems
Scape system

Privileges

Refer to the
schema deployment guide
RD
D

Root Domain
Administrator
Domain Administrator of the
child domain

Add domain to Root Root Domain


Domain

Once for every child


domain that hosts
OpenScape servers

RDM

Root Domain
Administrator

Cross Domain
Memberships

Child Domain

Once for every child


domain that hosts
OpenScape servers

DM

Child Domain
Administrator

Domain Prep - User Child Domain


Only Domain

Once for every child


domain that hosts
OpenScape servers

DU

Child Domain
Administrator

System Prep Child Domain con- Once before a fresh inOpenScape Server taining OpenScape stallation of each
systems
OpenScape system in
the domain

Domain Administrator of the


child domain

System Prep - RD
(LCS Server)

Child Domain con- Once before a fresh intaining RD systems stallation of each
OpenScape system in
the domain

RDS

Domain Administrator of the


child domain

System Prep - Media Server

Child Domain con- Once before a fresh intaining OpenScape stallation of each MS
systems
system in the domain

MSS

Domain Administrator of the


child domain

System Prep - MCU Child Domain con- Once before a fresh in- MCUS Domain Admin(if located on sepa- taining OpenScape stallation of each MCU
istrator of the
rate systems)
systems
system in the domain
child domain
Table 8-1

Step Description

* - Applicable only if using the Environment Preparation Tool

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Step

Where to run
command

Preparing the OpenScape Environment


Important

Condition

System Prep - TFA Child Domain con- Once before a fresh in(if located on sepa- taining OpenScape stallation of each TFA
rate systems)
systems
system in the domain

Cmd
Mode*

Privileges

TFAS

Domain Administrator of the


child domain

System Prep - EDM Child Domain con- Once before a fresh in- EDMS Domain Admin(if located on sepa- taining OpenScape stallation of each EDM
istrator of the
rate systems)
systems
system in the domain
child domain
Table 8-1

Step Description

* - Applicable only if using the Environment Preparation Tool


For a description of the Active Directory groups and accounts created during preparation, refer to Appendix D, Settings Changed by the Environment Preparation Tool.

8.4

Important
Proper sequencing should be followed for Root Domain, Domain and System Preparation.

The Root Domain Preparation step should be done before the Domain Preparation
step.

The Domain Preparation including all add member steps should be done before the
System Preparation step.

The System Remove step should be done before the Domain Remove step

DO NOT change the memberships/ rights of the accounts manually. In some cases,
such changes are not easy to be reversed and might cause some component to stop
functioning. Please use the EPT to change memberships/ permissions.

Wait at least 5 minutes between successive Prep commands to allow the changes to be
replicated.

The validation step should always be executed prior to the preparation step. If the validation
step indicates, that prep was already executed successfully, then the prep step should not
be executed again.

If multiple OS systems are deployed, removing of any root domain or domain prep will have
the result that all systems must be re-installed again. Systems installed prior to this change
will no longer function

If multiple OpenScape components are installed on the same system, and un-prep is run
for any of these components, preps for all other installed components should be re-run.
E.g. if OpenScape Core and Routing Dispatcher are installed on the same server and the
un-prep (using the /x option) for RD is run, then the System Prep step for OpenScape core
should be re-run.

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Using the Environment Preparation Tool

8.5

Nur fr den internen Gebrauch

The SystemID entered in the XML file should be limited to 11 characters.

Using the Environment Preparation Tool

This is a command line tool


1.

Insert the OpenScape Installation Programs CD into the CD drive of where the OpenScape
main will be installed.

2.

Open the EPT folder, copy the following files to a folder: EnvironmentSetup.exe, Config.xml, and InteropActiveDS.dll.

3.

From the command line, change the location to the folder containing the above files, then
type EnvironmentSetup /?.

4.

The following command line options are displayed.

8.6

XML File for Environment Preparation

The XML file has sections for each step of the Environment Preparation:
- <EnvironmentPrep>
+ <ADConfig>
+ <RootDomainPrep>
+ <RootDomainAdd>

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+ <DomainPrep>
+ <DomainAdd>
+ <UserDomainPrep>
+ <SystemPrep>
+ <Trustees>
+ <RDSystemPrep>
+ <MSSystemPrep>
+ <MCUSystemPrep>
+ <TFASystemPrep>
+ <EDMSystemPrep>
</EnvironmentPrep>
The file is required for all steps, but only the system preparation steps require an update of the
file in their specific section. To prepare or validate any Server in the OpenScape System, first
Config.xml file needs to be edited with appropriate system information.

8.7

Root Domain Preparation and Verification

8.7.1

Preparation

8.7.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x options require Root Domain Admin Rights

The /v option is available for all Domain users

Log on as the Domain Administrator of the Root Domain


Before doing Root Domain Preparation, please check the current status of the domain. For this
type EnvironmentSetup /v /m RD /r config.xml /l prep.log.

>

Note: If in EDM Mode, type EnvironmentSetup /v /m RD /r config.xml /l


prep.log /EDM.

The output on the command line will display the current status of the root domain.
The complete results are stored in the log file (prep.log as in this case).
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Option 1:

If the root domain is correct and complete, the output will indicate Validation Result: Exists & Complete.
In this case, the root domain does not need to be prepared again, and you can proceed to
Domain Preparation.
Option 2:

If the root domain is incorrect/ incomplete, the output will indicate Validation Result: Exists but Incomplete.
In this case, the root domain needs to be prepared again.
Prepare the root domain.
Option 3:

If the root domain is not prepared yet, the output will indicate Validation Result: Does not
exist.
In this case, the root domain needs to be prepared. Type the following to prepare the root
domain:
EnvironmentSetup /i /m RD /r config.xml /l prep.log

>
8.7.1.2

Note: If in EDM Mode, type EnvironmentSetup /i /m RD /r config.xml /l prep.log


/EDM.

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View, then click Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.
Create a Domain Local group with name OpenScape Service.

5.

In the navigation pane, right click the icon representing the root domain, click Properties,
click Security and click Advanced.
a) Click Add.
b) Type OpenScape Service as the object name and click OK.
c)

Click Properties, change Apply onto to User Objects.

d) In the Properties dialog box, check Read Public Information, then click OK.
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e) Repeat steps ato d for the following additional Properties:


Read RTCPropertySet
Read RTCUserSearchPropertySet
Read & Write SiemensOSPropertySet (Skip this for EDM Mode)

Click OK twice.
6.

In the navigation pane, right click the icon representing the root domain, click Properties,
then click Security.
Click Add, then type OpenScape Service. In the permissions for OpenScape Service
frame, select Replicate Directory changes. Click OK.

7.

In the navigation pane, expand System, Microsoft, RTC Service.


Right-click Global Settings, then click Properties and Security.
Click Add, then enter OpenScape Service.
In the permissions for OpenScape Service frame, select Read, then click OK.

8.

In the navigation pane, expand System, Siemens. (Skip this step for EDM Mode)
Right-click OpenScape Global Settings, click Properties then Security and Advanced.
a) Click Add, type OpenScape Service, then click OK.
b) In the Apply onto tab, select This object and all child objects.
c)

In the permissions frame, check the following permissions:

Read All Properties

Write All Properties

Create all child objects

Delete all child objects

d) Click OK.

8.7.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View, then click Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.

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Verify that the following group is created - OpenScape Service.


5.

In the navigation pane, right click the icon representing the root domain, click Properties,
click Security and click Advanced.
Verify that the OpenScape Service group has the following permissions:

Read Public Information for user objects

Read RTCPropertySet

Read RTCUserSearchPropertySet

Read, Write & Delete SiemensOSPropertySet (Skip this verification for EDM Mode)

Replicate Directory Changes

Click OK twice.
6.

In the navigation pane, right click the icon representing the root domain, click Properties,
then click Security.
Click Add, then type OpenScape Service. In the permissions for OpenScape Service
frame, select Replicate Directory changes. Click OK.

7.

In the navigation pane, expand System, Microsoft, RTC Service.


Right-click Global Settings, then click Properties and Security.
Verify that the OpenScape Service group has Read permissions.

8.

In the navigation pane, expand System, Siemens. (Skip this step for EDM Mode)
Right-click OpenScape Global Settings, click Properties then Security and Advanced.
Verify that the OpenScape Service group has the following permissions:

Read All Properties

Write All Properties

Create all child objects

Delete all child objects

8.8

OpenScape System Domain Preparation and Verification

8.8.1

Domain Preparation

8.8.1.1

Using the Environment Preparation Tool

Log on to the child domain being prepared.


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OpenScape System Domain Preparation and Verification

Permissions required:

The /i and /x option require Domain Admin Rights for this domain.

The /v option is available for all Domain users.

Before doing Domain Preparation, please check the current status of the domain. For this type
EnvironmentSetup /v /m D /r config.xml /l prep.log.

>

Note: If in EDM Mode, type EnvironmentSetup /v /m D /r config.xml /l prep.log


/EDM.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the domain is correct and complete, the output will indicate Validation Result: Exists
& Complete.
In this case, the domain does not need to be prepared again, and you can proceed to Root
Domain Membership Preparation.

Option 2:
If the domain is incorrect/ incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the domain needs t o be prepared again. In this case the existing group will
be renamed. If there is more than one OpenScape System in the same domain, the old
OpenScape Service group has to remain as it is. Therefore, the domain prep will automatically rename the old group to OpenScape Service V1 and copy all its members to the
new group. The group should be deleted after all OpenScape systems in the domain are
upgraded to V2.
Prepare the domain.

Option 3:
If the domain is not prepared yet, the output will indicate Validation Result: Does not Exist.
In this case, the domain needs to be prepared. Type the following to prepare the domain
EnvironmentSetup /i /m D /r config.xml /l prep.log /pwd <password>.

>

Note: If in EDM Mode, type EnvironmentSetup /i /m D /r config.xml /l prep.log


/pwd <password> /EDM.

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OpenScape System Domain Preparation and Verification

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Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
a) Create a Domain Local group with the name OpenScape User.
b) Create a Domain Local group with the name OpenScape Admin. Make this group a
member of OpenScape User.
c)

Create a Domain Local group with the name OpenScape Service. Make this group a
member of OpenScape User and OpenScape Admin.

d) Create a user with the name OSsvc. Check the option password never expires.
Make this user a member of OpenScape Service, OpenScape User, and RTCDomainUserAdmins.
e) Create a user with the name OSWeb. Check the option password never expires.
Make this user a member of OpenScape Service and OpenScape User.
f)

Right-click OpenScape User, click Properties, then click Security. Click Add and
type OpenScape Admin. Check Full Control, then click OK.

g) Right-click OpenScape User, click Properties, then click Security. Click Add and
type OpenScape Service. Check Full Control, then click OK.
h) Right-click OpenScape Admin, click Properties, then click Security. Click Add and
type OpenScape Service. Check Full Control, click OK.
i)

5.

Right-click OSsvc, click Properties, then click Security. Click Advanced. Click Add,
type OSsvc, then click OK. Check Read All Properties & Write All Properties.Set
Apply Onto this object only. Click OK three times.

In the navigation pane, right click the icon representing the resource domain, click Security, then click Advanced.
a) Click Add.
b) Type OpenScape Service as the object name and click OK.
c)

Click Properties, change Apply onto to User Objects.

d) In the Properties dialog box, check Read Public Information, then click OK.
e) Repeat steps a to d for the following additional Properties:

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f)

Preparing the OpenScape Environment


OpenScape System Domain Preparation and Verification

Read RTCUserSearchPropertySet

Read & Write SiemensOSPropertySet (Skip this for EDM Mode)

Click Add.

g) Type OpenScape Admin as the object name and click OK.


h) Click Properties, change Apply onto to User Objects.
i)

In the Properties dialog box, check Read Public Information, then click OK.

j)

Repeat steps f to i for the following additional Properties:

Read RTCPropertySet

Read RTCUserSearchPropertySet

Read SiemensOSPropertySet (Skip this for EDM Mode)

k)

Click OK twice.

l)

In the navigation pane, right click the icon representing the resource domain, click
Properties, then click security.

m) Click Add, then type OpenScape Service. In the permissions for OpenScape Service
frame, select Replicate Directory changes. Click OK.

8.8.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

In the navigation pane, expand the icon representing the resource domain and click Users.
Verify that the following groups are created:

OpenScape Admin Member of OpenScape User

OpenScape Service Member of OpenScape User, OpenScape Admin

OpenScape User

Verify that the following accounts are created:

OSsvc Member of OpenScape Service, OpenScape User, RTCDomainUserAdmins

OSWeb OpenScape Service, OpenScape User

Right-click OpenScape User, click Properties, then click Security. Verify that OpenScape
Admin and OpenScape Service have full control.

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User Only Domain Preparation and Verification

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Right-click OpenScape Admin, click Properties, then click Security. Verify that OpenScape Service has full control.
Right-click OSsvc, click Properties, then click Security. Click Advanced. Verify that OSsvc has Read/ Write access to all its properties.
4.

In the navigation pane, right click the icon representing the resource domain, click Security, then click Advanced.
Verify that the OpenScape Service group has the following permissions:

Read Public Information for user objects

Read RTCPropertySet

Read RTCUserSearchPropertySet

Read, Write SiemensOSPropertySet (Skip this verification for EDM Mode)

Replicate Directory Changes

Verify that the OpenScape Admin group has the following permissions:

Read Public Information for user objects

Read RTCPropertySet

Read RTCUserSearchPropertySet

Read SiemensOSPropertySet (Skip this verification for EDM Mode)

8.9

User Only Domain Preparation and Verification

8.9.1

Domain Preparation

8.9.1.1

Using the Environment Preparation Tool

A USER ONLY domain is a domain without any OpenScape system which contains only LC
users.
Log on to the child domain being prepared.
Permissions required:

The /i and /x option require Domain Admin Rights for this domain.

The /v option is available for all Domain users.

Before doing Domain Preparation, please check the current status of the domain. For this type
EnvironmentSetup /v /m DU /r config.xml /l prep.log.

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>

Preparing the OpenScape Environment


User Only Domain Preparation and Verification

Note: If in EDM Mode, type EnvironmentSetup /v /m DU /r config.xml /l


prep.log /EDM.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).
Option 1:

If the domain is correct and complete, the output will indicate Validation Result: Exists
& Complete.
In this case, the domain does not need to be prepared again, and you can proceed to Root
Domain Membership Preparation.
Option 2:

If the domain is incorrect/ incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the domain needs t o be prepared again.
Type EnvironmentSetup /x /m DU /r config.xml /l prep.log.

>

Note: If in EDM Mode, type EnvironmentSetup /x /m DU /r config.xml /l


prep.log /EDM.

Prepare the domain.


Option 3:

If the domain is not prepared yet, the output will indicate Validation Result: Does not Exist.
In this case, the domain needs to be prepared. Type the following to prepare the domain
EnvironmentSetup /i /m DU /r config.xml /l prep.log.

>
8.9.1.2

Note: If in EDM Mode, type EnvironmentSetup /i /m DU /r config.xml /l prep.log


/EDM.

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

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User Only Domain Preparation and Verification

4.

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In the navigation pane, expand the icon representing the resource domain and click Users.
Create a Domain Local group with the name OpenScape Service.

5.

In the navigation pane, right click the icon representing the user domain, click Security,
then click Advanced.
a) Click Add.
b) Type OpenScape Service as the object name and click OK.
c)

Click Properties, change Apply onto to User Objects.

d) In the Properties dialog box, check Read Public Information, then click OK.
e) Repeat steps a to d for the following additional Properties:

f)

Read RTCPropertySet

Read RTCUserSearchPropertySet

Read & Write SiemensOSPropertySet (Skip this for EDM Mode)

Click OK twice.

g) In the navigation pane, right click the icon representing the resource domain, click
Properties, click then security.
h) Click Add, type OpenScape Service. In the permissions for OpenScape Service
frame, select Replicate Directory changes. Then click OK.

8.9.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
Verify that the following groups are created:

5.

OpenScape Service

In the navigation pane, right click the icon representing the user domain, click Security,
then click Advanced.
Verify that the OpenScape Service group has the following permissions:

Read Public Information for user objects

Read RTCPropertySet

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Root Domain Membership and Verification

Read RTCUserSearchPropertySet

Read, Write & Delete SiemensOSPropertySet (Skip this verification for EDM Mode)

Replicate Directory Changes

8.10

Root Domain Membership and Verification

Log on to the Root domain.

8.10.1

Membership

8.10.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Root Domain Admin Rights.

The /v option is available for all Domain users.

Before doing Domain Preparation, please check the current status of the domain. For this type
EnvironmentSetup /v /m RDM /r config.xml /l prep.log /DOMAIN <domain-name>.
The format of the domain-name should be in NetBios format (e.g. PLUS).
The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the domain is correct and complete, the output will indicate Validation Result: Exists
& Complete.
In this case, the domain does not need to be added again, and you can proceed to Domain
Membership Preparation (if necessary) or System Preparation.

Option 2:
If the domain is incorrect/ incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the domain needs to be prepared again.

Option 3:
If the domain is not added yet, the output will indicate Validation Result: Does not Exist.
In this case, the domain needs to be added. Type the following to add the domain
EnvironmentSetup /i /m RDM /r config.xml /l prep.log /DOMAIN <domain-name>.

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Domain Membership and Verification

8.10.1.2

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Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.
Add the OSsvc account from the child domain to the OpenScape Service group of the root
domain.

8.10.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View Users, then click Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.
Verify that the OpenScape Service group has the following member:

8.11

<Child Domain-name>\OSsvc

Domain Membership and Verification

Log on to the Child domain that provides membership.

8.11.1

Domain Membership

8.11.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for the domain the member is added to.

The /v option is available for all Domain users.

Before doing Domain Preparation, please check the current status of the domain. For this type
EnvironmentSetup /v /m DM /r config.xml /l prep.log /DOMAIN <domain-name>.
The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:

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If the domain is correct and complete, the output will indicate Validation Result: Exists
& Complete.
In this case, the domain does not need to be added again, and you can proceed to System
Preparation.

Option 2:
If the domain is incorrect/ incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the domain needs to be prepared again. Type the following to remove the incorrect configuration:
EnvironmentSetup /x /m DM /r config.xml /l prep.log /DOMAIN <domain-name>

Add the domain again.

Option 3:
If the domain is not added yet, the output will indicate Validation Result: Does not Exist.
In this case, the domain needs to be added. Type the following to add the domain
EnvironmentSetup /i /m DM /r config.xml /l prep.log /DOMAIN <domain-name>.

8.11.1.2

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users, Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.
Add the OSsvc account from the other domain to the OpenScape Service group of this domain.

8.11.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users, Groups and Computers as Containers.

4.

In the navigation pane, expand the icon representing the root domain and click Users.
Verify that the OpenScape Service group has the following member:

<Other Domain-name>\OSsvc

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XML File for System Preparation

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XML File for System Preparation

The XML file section Trustees requires entries for each type of system prep.
The account name used to install any part of the OpenScape System needs to be entered into
the Trustee section with the <Type>Installer. In this case the OpenScape Installer account is
OSInstaller. Do not change entries for other types of Trustees.
<Trustee>
<!-- provide the name of the account which will be used to install OpenScape -->
<Name>OSInstaller</Name>
<Type>Installer</Type>
</Trustee>
XML Notepad or any Xml editor can be used to edit the file. Save the file.

8.13

OpenScape System Preparation and Verification

Log on to any PC in the Child domain where the OpenScape system will be installed.

8.13.1

System Preparation

8.13.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <SystemPrep>
To update the SystemPrep section, find the OpenScapeCore sub-section and enter the host
names for the OpenScape Server, the SQL Server and the LC Server host name (one of the
existing LCS used with this OpenScape). In this example, it is BYRD as well:
<OpenScapeCore>
<!-- provide the OpenScape HostName-->
<HostName domain=''>BYRD</HostName>

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<!-- provide the SQL Server HostName -->


<SQLHost domain=''>BYRD</SQLHost>
<!-- provide the LC Server HostName for creating SIP enabled default accounts-->
<LCServer domain=''>BYRD</LCServer>
<- provide the SystemID -->
<SystemID>BYRD</SystemID>
<OpenScapeCore>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m s /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the system does not need to be prepared again, and the environment is set to
install OpenScape.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the system needs to be prepared again.

Option 3:
If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m s /r config.xml /l prep.log /pwd <password>.

NOTE: The /pwd switch is mandatory for OpenScape System preparation; please enter
this password in Table 3-14 on page 3-10.

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OpenScape System Preparation and Verification

8.13.1.2

Nur fr den internen Gebrauch

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
a) Create a user with the name <systemID>OSUNS.
Check the option Password never expires. Make this user a member of OpenScape
Service and OpenScape User.
In the Properties window of this user, click the Live Communications tab. Check Enable Live Communications for this user and provide a Home Server and SIP URI.
b) Create a user with the name <systemID>OSRTP.
Check the option Password never expires. Make this user a member of OpenScape
User.
In the Properties window of this user, click the Live Communications tab. Check Enable Live Communications for this user and provide a Home Server and SIP URI.
c)

5.

Make the <installer> account a member of OpenScape Admin, OpenScape Service


and RTCDomainUserAdmins.

Open the ADSIEdit mmc and connect to the resource domain.


In the navigation pane, expand the icon representing the domain and click Computers.
a) Right click the OpenScape Server, click New, then click Object. Select class serviceConnectionPoint, type Siemens OpenScape as the name and click Finish.
b) Right click Siemens OpenScape, click Properties, then Security.
c)

Select Authenticated users, check Read and click Apply.

d) Click Add, type OpenScape Service, click OK, check Full Control and click Apply.
e) Click Add, type the <installer> account name, click OK, check Full Control and click
OK.
6.

In the AD Users & Computers mmc, right click OpenScape Server, click Manage, then
Local Users and Groups, and groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

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OpenScape Admin

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c)

OSsvc

Installer account

<SystemID>OSUNS

Preparing the OpenScape Environment


OpenScape System Preparation and Verification

Right click IIS_WPG. Click Add to group.

d) Add the following members:

7.

OSsvc

OSWeb

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.

To create the Root\Siemens\RTCB namespace:


a) Start wbemtest.exe.
b) Click Connect, enter root in Namespace and click Connect.
c)

Click Enum Instances..., enter __NAMESPACE and click OK.

d) In Query Result Window click Add, scroll down and double-click the Name entry
in the list view.
e) In Property Editor select Not NULL and enter value Siemens, click Save Property.
f)

In Object Editor window click Save Object.

g) Close Query Result window.


h) Click Connect, enter root\Siemens in Namespace and click Connect.
i)

Click Enum Instances..., enter __NAMESPACE and click OK.

j)

In Query Result Window click Add, scroll down and double-click the Name entry
in the list view.

k)

In Property Editor select Not NULL and enter value RTCB, click Save Property.

l)

In Object Editor window click Save Object.

m) Close Query Result window.

To set permissions on root\Siemens\RTCB namespace:


a) On the Computer Management window, click Services and Applications, right
click WMI control, click Properties and then Security.
b) Expand folder view and select Root->Siemens->RTCB.

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c)

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Click Security.

d) In Security dialog window Click Add... and enter OpenScape Service, then click
OK.
e) Select OpenScape Service and check all possible Allow checkboxes, then click
Apply.
f)

In Security dialog window Click Add... and enter OpenScape Admin, then click
OK.

g) Select OpenScape Admin and check all possible Allow checkboxes, click Apply.
h) Select Everyone and check the Deny checkboxes which have the grayed out Allow checkbox checked (these should be Execute Methods, Provider Write and
Remote Enable).
i)

Click OK.

To set permissions on root\CIMV2 namespace:


a) On the Computer Management window, click Services and Applications, right
click WMI control, click Properties and then Security.
b) Expand folder view and select Root->CIMV2.
c)

Click Security.

d) In Security dialog window, click Add... and enter OpenScape Service, then click
OK.
e) Select OpenScape Service and check all possible Allow checkboxes, click Apply
f)

In Security dialog window, click Add... and enter 'OpenScape Admin, then click
OK.

g) Select OpenScape Admin and check all possible Allow checkboxes.


h) Click OK.
8.

In the navigation pane, click Computers. Right click the SQL Server, then click Manage.
In the Computer Management window click Local Users and Groups, click groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

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Preparing the OpenScape Environment


OpenScape System Preparation and Verification

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
Verify that the following SIP-enabled accounts have been created:

<systemID>OSUNS: Member of OpenScape Service, OpenScape User

<systemID>OSRTP: Member of OpenScape User

Verify that the <installer> account is a member of the OpenScape Admin, OpenScape Service and RTCDomainUserAdmins groups.
5.

In the navigation pane, click Computers, then click the OpenScape Server.
Verify that the Siemens OpenScape container has been created. Right click Siemens
OpenScape, click Properties, then Security and Advanced.
Verify that Authenticated Users have Read permissions on this object and all child objects.
Verify that the OpenScape Service and the Installer account have full control.

6.

In the AD Users & Computers mmc, right click OpenScape Server, click Manage, then
Local Users and Groups, and groups.
Verify that the following are members of the local Administrators group:

OpenScape Admin

OSsvc

Installer account

<SystemID>OSUNS

Verify that the following are members of the local IIS_WPG group:

7.

OSsvc

OSWeb

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

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Routing Dispatcher/LCS System Preparation and Verification

8.

Nur fr den internen Gebrauch

In the navigation pane, click Computers. Right click the SQL Server, then click Manage.
In the Computer Management window click Local Users and Groups, click groups.
Verify that the installer account is a member of the local Administrators group on the SQL
server.

8.14

Routing Dispatcher/LCS System Preparation and Verification

Log on to any PC in the Child domain where the Routing Dispatcher will be installed.

8.14.1

System Preparation

8.14.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <RDSystemPrep>
To update the RDSystemPrep section, find the RDServer sub-section and enter the host
names for the LC Server. In this example, BYRD is the LCS hostname:
<!-- provide the RD server host name here-->
<RDServer>
<RDServerName>>BYRD<RDServerName>
</RDServer>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m RDS /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:

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If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the system does not need to be prepared again, and the environment is set to
install OpenScape.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the system needs to be prepared again.

Option 3:
If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m RDS /r config.xml /l prep.log.

8.14.1.2

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, click Computers, then click the RD/LC Server (only if the RD is
not on the OpenScape server).
Repeat step 5 on page 8-24 for the RD server.

5.

Right click RD/LC Server, click Manage, then Local Users and Groups, then groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

c)

OpenScape Admin

OSsvc

Installer account

Right click RTC Server Applications. Click Add to group.

d) Add the following members:

OSsvc

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Media Server System Preparation and Verification

6.

Nur fr den internen Gebrauch

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security. (only if the RD is not on the OpenScape server)
Repeat step 7 on page 8-25.

8.14.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, click Computers, then click the RD/LC Server.
Verify that the Siemens OpenScape container has been created.
Right click Siemens OpenScape, click Properties, then Security and Advanced.
Verify that Authenticated Users have Read permissions on this object and all child objects.
Verify that the OpenScape Service and the Installer account have full control.

5.

Right click RD/LC Server, click Manage, then Local Users and Groups, then groups.
Verify that the following are members of the local Administrators group:

OpenScape Admin

OSsvc

Installer account

Verify that the following are members of the RTC Server Applications group:

6.

OSsvc

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

8.15

Media Server System Preparation and Verification

Log on to any PC in the Child domain containing the Media Server.

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8.15.1

System Preparation

8.15.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <MSSystemPrep>
To update the MSSystemPrep section, find the MSServer sub-section and enter the host
names for the Media Server. In this example, HELIX is the Media Server hostname:
<!-- provide the Media Server host name here-->
<MSServer>
<MSServerName>>HELIX<MSServerName>
</MSServer>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m MSS /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the MS system does not need to be prepared again, and the environment is
set to install OpenScape.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the system needs to be prepared again.

Option 3:

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If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m MSS /r config.xml /l prep.log /pwd <password>
8.15.1.2

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
a) Create Xa user with the name <systemID>SiemensCR.
b) Check the option Password never expires. Make this user a member of OpenScape
User.
c)

In the Properties window of this user, click the Live Communications tab. Check Enable Live Communications for this user and provide a Home Server and SIP URI.

d) Repeat steps a to c for the other three accounts:

5.

<systemID>SiemensIC

<systemID>CRDirect

<systemID>CRForward

In the navigation pane, click Computers, then right click the MS Server. Click Manage. On
the Computer Management window, click Local Users and Groups, then groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

6.

OSsvc

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Repeat step 7 on page 8-25.

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8.15.2

Preparing the OpenScape Environment


MCU System Preparation and Verification

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain and click Users.
Verify that the following SIP-enabled accounts have been created:

5.

<systemID>SiemensCR: Member of OpenScape User

<systemID>SiemensIC: Member of OpenScape User

<systemID>CRDirect: Member of OpenScape User

<systemID>CRForward: Member of OpenScape User

In the navigation pane, click Computers, then right click the MS Server. Click Manage. On
the Computer Management window, click Local Users and Groups, then groups.
Verify that the following are members of the local Administrators group:

6.

OSsvc

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

8.16

MCU System Preparation and Verification

Log on to any PC in the Child domain containing the MCU server.

8.16.1

System Preparation

8.16.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

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MCU System Preparation and Verification

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To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <MCUSystemPrep>
To update the MCUSystemPrep section, find the MCUServer sub-section and enter the host
names for the MCU. In this example, BYRD is the MCU hostname:
<!-- provide the MCU host name here-->
<MCUServer>
<MCUServerName>>BYRD<MCUServerName>
</MCUServer>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m MCUS /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the MCU system does not need to be prepared again, and the environment is
set to install MCU.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the system needs to be prepared again.

Option 3:
If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m MCUS /r config.xml /l prep.log

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8.16.1.2

Preparing the OpenScape Environment


TFA System Preparation and Verification

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, click Computers, then right click the MCU Server. Click Manage.
On the Computer Management window, click Local Users and Groups, then groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

5.

OSsvc

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Repeat step 7 on page 8-25.

8.16.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, click Computers, then right click the MCU Server. Click Manage.
On the Computer Management window, click Local Users and Groups, then groups.
Verify that the following are members of the local Administrators group:

5.

OSsvc

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

8.17

TFA System Preparation and Verification

Log on to any PC in the Child domain containing the TFA server.


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TFA System Preparation and Verification

8.17.1

System Preparation

8.17.1.1

Using the Environment Preparation Tool

Nur fr den internen Gebrauch

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <TFASystemPrep>
To update the TFASystemPrep section, find the TFAServer sub-section and enter the host
names for the TFA. In this example, BYRD is the TFA hostname:
<!-- provide the TFA host name here-->
<TFAServer>
<TFAServerName>>BYRD<TFAServerName>
</TFAServer>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m TFAS /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the TFA system does not need to be prepared again, and the environment is
set to install OpenScape TFA.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the system needs to be prepared again.

Option 3:

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TFA System Preparation and Verification

If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m TFAS /r config.xml /l prep.log
8.17.1.2

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain. Click Computers, then click the TFA Server. (only if TFA is not on the OpenScape Server)
Repeat step 5 on page 8-24 for the TFA server.

5.

In the navigation pane, click Computers. Right click the TFA Server, then click Manage.
On the Computer Management window, click Local Users and Groups, then groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

6.

OSsvc

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Repeat step 7 on page 8-25.

8.17.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain. Click Computers, then click the TFA Server.
Verify that the Siemens OpenScape container has been created.
Right click Siemens OpenScape, click Properties, then Security and Advanced.

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EDM System Preparation and Verification

Nur fr den internen Gebrauch

Verify that Authenticated Users have Read permissions on this object and all child objects.
Verify that the OpenScape Service and the Installer account have full control.
5.

In the navigation pane, click Computers. Right click the TFA Server, then click Manage.
On the Computer Management window, click Local Users and Groups, then groups.
Verify that the following are members of the local Administrators group:

6.

OpenScape Admin

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

8.18

EDM System Preparation and Verification

Perform this only if the customer is using the EDM mode.


Log on to any PC in the Child domain containing the TFA server.

8.18.1

System Preparation

8.18.1.1

Using the Environment Preparation Tool

Permissions required:

The /i and /x option require Domain Admin Rights for this domain and local admin rights on
the OpenScape servers.

The /v option is available for all Domain users.

To prepare/validate the OpenScape System, edit the Config.xml file as follows:


+ <Trustees> (see Section 8.12)
+ <EDMSystemPrep>
To update the EDMSystemPrep section, find the EDMServer sub-section and enter the host
names for the EDM. In this example, BYRD is the EDM hostname:
<!-- provide the EDM host name here-->
<EDMServer>
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EDM System Preparation and Verification

<EDMServerName>>BYRD<EDMServerName>
</EDMServer>
XML Notepad or any Xml editor can be used to edit the file. Save the file.
Before doing System Preparation, please check the current status of the system. For this type
EnvironmentSetup /v /m EDMS /r config.xml /l prep.log.

The output on the command line will display the current status of the domain.
The complete results are stored in the log file (prep.log as in this case).

Option 1:
If the system is correct and complete, the output will indicate Validation Result: Exists &
Complete.
In this case, the EDM system does not need to be prepared again, and the environment is
set to install OpenScape EDM.

Option 2:
If the system is incorrect/incomplete, the output will indicate Validation Result: Exists
but Incomplete.
In this case, the EDM system needs to be prepared again.

Option 3:
If the system has not been prepared yet, the output will indicate Validation Result: Does
not Exist.
Type the following to prepare the OpenScape system:
EnvironmentSetup /i /m EDMS /r config.xml /l prep.log

8.18.1.2

Manually

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain. Click Computers, then click the EDM Server.
a) Open the ADSIEdit mmc and connect to the resource domain.
b) In the navigation pane, expand the icon representing the domain and click Computers.

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c)

Nur fr den internen Gebrauch

Right click the EDM Server, click New, then click Object. Select class serviceConnectionPoint, type Siemens OpenScape as the name and click Finish.

d) Right click the EDM Server, click Properties, then Security.


e) Select Authenticated users, check Read and click Apply.
f)

Click Add, type OpenScape Service, click OK, check Full Control and click Apply.

Click Add, type the <installer> account name, click OK, check Full Control and click OK.
5.

In the navigation pane, click Computers. Right click the EDM Server, then click Manage.
On the Computer Management window, click Local Users and Groups, then groups.
a) Right click Administrators. Click Add to group.
b) Add the following members:

6.

OSsvc

OpenScape Admin

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Repeat step 7 on page 8-25.

8.18.2

Verification

1.

Open the Active Directory Users and Computers mmc snap-in.

2.

Click View->Advanced Features.

3.

Click View->Users->Groups and Computers as containers.

4.

In the navigation pane, expand the icon representing the resource domain. Click Computers, then click the EDM Server.
Verify that the Siemens OpenScape container has been created.
Right click Siemens OpenScape, click Properties, then Security and Advanced.
Verify that Authenticated Users have Read permissions on this object and all child objects.
Right click the EDM Server. Click Properties, then Security, then Advanced.
Verify that the OpenScape Service and the Installer account have full control.

5.

In the navigation pane, click Computers. Right click the EDM Server, then click Manage.
On the Computer Management window, click Local Users and Groups, then groups.

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EDM System Preparation and Verification

Verify that the following are members of the local Administrators group:

6.

OSsvc

OpenScape Admin

Installer account

On the Computer Management window, click Services and Applications, right click
WMI control, click Properties and then Security.
Verify that the OpenScape Service group and OpenScape Admin group have full control
over the Root\cimv2 namespace and Root\Siemens\RTCB namespace.
Verify that Everyone is denied Inherited rights over the Root\Siemens\RTCB namespace.

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Installing OpenScape
Pre-Installation Check

Installing OpenScape

This chapter describes the procedures for installing OpenScape.


You cannot operate the OpenScape system during installation.

> OpenScape installation, does not require shutting down (restarting) the customers
infrastructure (such as Domain Controller, Active Directory and Exchange) or LC
Server components.

9.1

Pre-Installation Check

9.1.1

Raising the Domain Functionality

OpenScape requires installation in a domain that is at native functionality mode or higher.


By default, when a Windows 2000 Server or Windows Server 2003 DC is installed, it is created
in mixed-mode. OpenScape requires an installation in a domain that is at native-mode or higher. This requirement provides additional security features such as the enhanced scope of the
Domain Local Security Group.
Raising the domain functionality is a manual step that must be performed with an account that
possesses Domain Administrator privilege. To raise the domain functionality:

Warning

This step cannot be reversed!

1.

Select the target domain in Active Directory Domains and Trusts console.

2.

Right-click and select Raise Domain Functional Level.

>
9.1.2

If it is not possible to raise the functionality of a production domain, create a new resource domain for OpenScape. This resource domain is a new child domain in the
forest, which has been elevated to native-mode and contains the OpenScape Servers (Application. Conferencing, Media, and LCS). This resource domain need not
have any OpenScape users in it.

Synchronizing the Time

The system time of all servers that OpenScape is a part of must be synchronized for security
mechanisms to work and have the ability to correlate maintenance information such as error
logs, call records, and trace information.
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For a server running Windows 2003, time synchronization is automatic and thus no
need to do steps below.

Ensure that the LC Server also has synchronized time since it is based on the same authentication protocol,
To synchronize the time:
1.

Go to the Microsoft website for the procedures to synchronize the time.

2.

Ensure that the maximum time difference should be sub-second and must be below five
seconds.

9.1.3

Windows Server 2003 Terminal Services

The Windows Server 2003 Terminal Services is a standard feature of Windows Server 2003. It
is installed by default. It has two modes: Remote Administration Mode and Application Server
Mode. Both modes are supported by the Terminal Services service in the Services console.
Regardless whether you are running the Terminal Services in the Remote Administration mode
or the Application Server mode, the Terminal Service service is always running. This service
does not impact OpenScape installation.
Customers and VARs/SIs/companies responsible for installing OpenScape must evaluate the
need to install and running OpenScape on a Terminal Server. If the requirements are to install
and maintain OpenScape remotely, the tasks can be accomplished through the Terminal Services in Remote Administration mode. If you are running the Terminal Services in the Application Server mode simply because you would like to install and maintain OpenScape remotely,
you would need to convert the system back to a standard server by removing the Terminal
Server component in the Add/Remove Programs wizard, setup Terminal Services in Remote
Administration Mode, and install OpenScape.
Reference Material: Mastering Windows Server 2003, Mark Minasi
http://www.microsoft.com/windowsserver2003/techinfo/overview/termserv.mspx
9.1.3.1

Remote Administration Mode

The Remote Administration Mode is first introduced in Windows XP Professional. It allows the
system to be login remotely using the Remote Desktop Connection (RDC) program. To accept
an incoming connection, you must enable the Remote Desktop feature by going to Control Panel, System, Remote tab, and enable the Allow users to connect remotely to this computer
checkbox.
The Remote Administration is what we use to connect to our office PC remotely from home and
other office locations.

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Pre-Installation Check

OpenScape installation through Remote Administration is supported. OpenScape is able to be


installed on a standard server remotely through RDC.
9.1.3.2

Application Server Mode

The other function of the Terminal Services is to convert a standard server into a Terminal Server (Application Server.) To do that, the Windows component, Terminal Server, must be added
in the Add/Remove Program Wizard. After the Terminal Server is added and the system is
rebooted, all logins (locally and remotely) are running in Terminal Server sections. Remote users are able to share use programs installed on the Terminal Server.
The Terminal Server is configured and used in places where data processing is preferred on
the server. Normally, programs installed on the Terminal Server are used by users every day.
Some examples are AutoCAD, PhotoShop, etc.

7
9.1.3.3

Warning

OpenScape installation in a Terminal Server is NOT supported. Installation scripts


running in the Terminal Server section fail due to security access reasons.
Terminal Services service

Regardless whether you are running the Terminal Services in the Remote Administration mode
or the Application Server mode, the Terminal Service service is always running. This service
does not impact OpenScape installation.

9.1.4

Setting Up User and Administrator Cross-Functionality

Cross-functionality is the ability of administrative accounts in one domain to administer other


domains. User and Administrator cross-functionality may be enabled in multi-domain environments. This recommendation is primarily for ease of administration and portability of users
within the domains but may conflict with the customers security polity and is not necessary for
OpenScape functionality.
Cross-user rights is the ability of an ordinary user account in one domain to have user rights in
other domains.
To provide for cross-administration, add the Domain Admins global group from each domain
into the Administrators local group in each other domain.
To provide for cross-user rights, add the Domain Users global group from each domain into
the Users local group in each other domain.

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Firewall Requirements

The firewall must be configured to publish the web site to direct web requests to the OpenScape
server. Also, for access from the outside, the proper ports for http and https must be opened
(80 and 443, respectively).
9.1.5.1

Portal Access

In a customer environment, there may be a need for a user to access their portal through the
internet. This requires going through a firewall.
To enable this capability, the firewall needs to be able to configure server certificates. A certificate is required for a proxy, that is, if the HTTPS is bridged ending up with one HTTPS connection from the browser to the proxy and one HTTPS connection from the proxy to the portals Web
application.
If there is no proxy, HTTPS is tunneled directly from the browser to the portals Web application.
This is not secure and is not recommended.
9.1.5.2

OpenScape Management Console

HiPath OpenScape is managed through WMI which uses RPC (Remote Procedure Calls) to
access the OpenScape Server. Therefore, OpenScape could be managed through a firewall by
configuring RPC Dynamic Port Allocation. Refer to Microsoft Knowledge Base Article 154596
for more information. It is recommended to use an application like Remote Desktop to connect
to a server within the firewall instead of allowing RPC calls through the firewall for security reasons.

9.1.6

>

Virus Detection
In a customer environment, it is important that virus detection software is installed
on the servers. It is the customers responsibility to select, install, and configure virus
detection software.

Virus scans consume the central processing unit (CPU). McAfee VirusScan Enterprise Version
7.0.0 can be configured to scan all files with 50% CPU utilization and to prompt for action when
a virus is found.

9.1.7

Account Check

Logon with the <osinstaller> account before starting installation. This account is a domain user
account which must be pre-assigned by your domain administrator as the account to install
OpenScape on the designated OpenScape computer. If you are not sure that this has been
done, contact the domain administrator.
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Installing OpenScape
Verifying the Server Infrastructure

Refer to Appendix F for tools, utilities and hints for installing OpenScape.

9.2

Verifying the Server Infrastructure

This is the first step in preparing for the installation of the OpenScape system to ensure that it
meets the OpenScape requirements.
To verify the server infrastructure:
1.

Confirm the topology of the OpenScape system. Refer to the OpenScape Project Planning
Guide).

>
2.

The network topology at the customer site is the responsibility of the customers
IT organization.

Verify that the infrastructure components (Exchange, AD) are the appropriate versions. Refer to Section 3.2, Infrastructure Requirements, on page 3-1.

>

There currently exists a restriction with the Vegastream Gateway (pre R5.1
T017) that the fully qualified domain name of the LCS/OpenScape server may
only be a maximum of 31 characters.
The IP address for the LCS/OpenScape server should be static.

Refer to the OpenScape Project Planning Guide for information about topology.
3.

Confirm that the users exist in AD and map, based on topology, to the planned OpenScape
users.

4.

Verify that the LC Server has been prepared with the Environment Preparation Tool by the
domain administrator. As part of this preparation, the <osinstaller> account is assigned to
the LC Server computer as a local administrator. If you are not sure this was done or what
account to use, contact the domain administrator.

5.

If MSSQL is located on a separate server than OpenScape, then nothing needs to be done;
otherwise, the OpenScape server needs to have MSDE installed from the 3rd party CD (refer to Section 3.2.2.1 on page 3-2).

9.3

>

Installing the OpenScape Routing Dispatcher


Before you install the OpenScape Routing Dispatcher: Open a Live Communications Server Management Console and make sure that port 50000 is removed from
YOUR LC Server. If not, remove it.

The RD must be installed on all LC Servers that service OpenScape.


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Logon with the <osinstaller> account.


1.

Insert the OpenScape Installation Programs CD into the CD drive of the LC Server.

2.

Open the OpenScape RD folder, then double-click OpenScapeRoutingDispatcher.exe.

3.

On the HiPath OpenScape Setup dialog box, select HiPath OpenScape Routing Dispatcher and select the language for this installation from the drop-down menu, then click
Install.

4.

On the Welcome to Siemens HiPath OpenScape screen, verify that this is the version
you wish to install. If yes, then click Next.

5.

On the Customer Information dialog box, enter the customers user name and organization, then click Next.

6.

The next screen, Custom Setup, shows the location of the files that are going to be installed and the capacity required on the hard disk.

7.

On the HiPath OpenScape Routing Dispatcher Account Information screen, enter the
password for the OpenScape Service Account, then click Next.

8.

On the HiPath OpenScape Routing Dispatcher LCS Information screen, enter the LCS
IPSec Port number, then click Next.

9.

On the Ready to Install the Program screen, click Install.

10. When completed, click Finish and proceed to next section.

9.4

Verifying and Configuring Ports and Routes

1.

Run OpenScapeRTCtools.exe located in the Tools folder of the Service Pack CD. For
more information on this tool, refer to Appendix F.3, OpenScape RTC Tool.

2.

Click Display Current LCS Configuration to verify all OpenScape related LCS settings
are correct. Then click Close.

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3.

Installing OpenScape
Verifying and Configuring Ports and Routes

If ok, then continue to Section 9.5 on page 9-9; otherwise, click Configure All OpenScape
Related RTC Settings and enter information as follows (refer to Table 3-12 on page 3-8):

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MCU Server: FQDN of MCU server


Media Server: FQDN of Media Server
Gateway: FQDN of gateway (click + if more than one gateway)
OpenScape Acct: OpenScape Core Account name
Global RTC Domains: FQDN of LCS
Click Perform RTC Configuration

>

9-8

The OpenScapeRTCtool is used only for checking or configuring any missing configuration settings on the LC server. It is not supposed to be run as a mandatory step
before installing OpenScape.

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9.5

Installing OpenScape
Installing OpenScape

Installing OpenScape

1.

Verify that the OpenScape Server environment has been prepared (see Chapter 8, Preparing the OpenScape Environment).

2.

Insert the OpenScape Installation Programs CD into the CD drive.

3.

Open the OpenScape folder, then double-click OpenScape.exe.

4.

On the Choose Setup Language dialog box, select the language for this installation from
the drop-down menu, then click OK.

5.

On the Welcome to Siemens HiPath OpenScape screen, verify that this is the version
you wish to install. If yes, then click Next

6.

On the Customer Information dialog box, enter the customers user name and organization, then click Next.

7.

The next screen, Customer Setup, shows the components and location of the files that
are going to be installed and the capacity required on the hard disk.
NOTE: By default, the HiPath OpenScape Web Services SDK is set to be installed. It requires Microsoft WSE 2.0.
Verify the location of the install, then click Next.

8.

On the HiPath OpenScape System Information screen, enter the OpenScape System
Name (default - your server name) which will be used by OpenScape applications to register with a particular system.
Enter the password for the OpenScape service account. The OpenScape System Name
has to match what was entered by the Environment Preparation Tool. Then click Next.

9.

On the HiPath OpenScape Server Information screen, enter required inputs as follows:

For the Database Server Name, enter the hostname for the OpenScape Main Server

For the Database Instance Name, enter the particular instance of MS SQL server that
will be used by OpenScape. If the default instance is used, enter MSSQLServer.

Enter the Default LCS Host Domain and Default LCS Host Name. This is the LC
Server where the static routes are configured.

10. This screen, HiPath OpenScape Database Configuration Information, collects info that
will be used to determine the size of the database and also the location where the OpenScape-specific database files will be stored.
Enter the Number of Users and Number of Months. Refer to Section 3.2.11, Database
Size, on page 3-6 for the number of OpenScape users that are planned for this system
and the number of months of call records that will be kept.

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Verify the DB Data Path.The default location for the database files is in the OpenScape
home under OpenScapeDB folder. This location should be appropriate unless there is a
database preserved elsewhere from some previous installation or if the customer has a
specific need to store data files elsewhere. Click Next.

11. If you are installing the system for the first time, then you will be asked to confirm the creation of the database. In this case, click Yes to create the Database Client.
12. On the HiPath OpenScape Account Information screen, enter the passwords for UNS
and Web Service Account.
13. If HiPath OpenScape Web Services SDK was selected to be installed (default), then the
HiPath OpenScape Web Services SDK information screen appears. Change the ports if
necessary, then click Next.
14. On the Ready to Install the Program dialog box, click Install. This will take some time.
15. On the Info dialog box, click OK. (Note: You will be configuring a certificate as part of Chapter 10, Installing OMC).
16. Click Finish on the HiPath OpenScape Completed dialog box.

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Overview

Installing OMC

This chapter describes the procedures for installing the OpenScape Management Console
(OMC).

10.1

Overview

The OMC installation package deploys the OpenScape Base and OpenScape Management
Console. Installation of this package may be on a client machines or it may be directly on the
OpenScape server.

>

The account that will be used to access the OMC should have privilege to view/
change the OpenScape database. This account requires Admin privileges on the
OpenScape SQL DB and access to the WMI namespace at the OpenScape server.

If you install this package on a client machine in the network, the client machine must have:

O/S either Windows Server 2003 or Windows XP Professional

MS .NET Framework V1.1

>

If OMC is being installed remotely, there may be a need to configure the event viewer
to display events and descriptions correctly. For details please refer to MS article:
http://support.microsoft.com/?kbid=294893%22

The OpenScape MC installation package is available on the OpenScape Installation Programs


CD.
With OpenScape V2, the OMC provides multiple mmc snap-ins:

OpenScape [2.0]

OpenScape Routing Dispatcher [2.0]

OpenScape Trace File Accumulator [2.0]

The OMC provides English and German language interfaces. If it is desired to use a language
other than the primary language of the underlying Windows installation (Use English language
OMC on a German Windows installation, use German language OMC on a non-German Windows installation), the Language setting for the Administrator may be changed using the standard Windows Control Panel Regional and Language Settings dialog. Note that this mixed
language feature is only available on certain Windows versions / service packs, as follows:

Windows 2000 Multi-lingual version (original installation),

Windows XP with Multilingual User Interface Pack installed, or

Windows 2003 with Multilingual User Interface Pack installed.

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Installing Microsoft Hotfix

The Microsoft hotfix, KB821234, must be installed on the OpenScape server, in order for the
OMC to work correctly.
To install the Microsoft hotfix:
1.

Insert the OMC Installation Package CD into the CD drive.

2.

From the \OpenScape MC\MS Q821234 hotfix for OMC\ folder, unzip the desired file
(ENU for English or DEU for German) to your local machine.

3.

For English, double-click WindowsServer2003-KB821234-x86-ENU-Symbols.exe, then


WindowsServer2003-KB821234-x86-ENU.exe.

4.

For German, double-click the DEU files.

10.3

Installing the OMC Package

Logon with the <osinstaller> account before starting to install the OMC Package:
1.

Insert the OpenScape Installation Programs CD into the CD drive.

2.

Open the OpenScape MC folder, then double-click OpenScapeMC.exe.

3.

On the Choose Setup Language dialog box, select the language for this installation, then
click OK.

4.

On the Welcome dialog box, verify that this is the version you wish to install. If yes, then
click Next.

5.

On the Customer Information dialog box, enter the customers user name and organization,
then click Next.

6.

On the Customer Setup screen, you will see the components and location of the files that
are going to be installed and the capacity required on the hard disk. Verify the location of
the install, then click Next.

7.

On the Ready to Install the Program dialog box, click Install.

8.

Click Finish when installation is completed.

10.4

Configuring the OMC, TFA and RD Snap-ins

1.

From the OpenScape server, click Start->run.

2.

Enter mmc and click OK.

3.

Click File->Add/Remove Snap-in, then click Add.

4.

Select HiPath OpenScape, then click Add.

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Installing OMC
Configuring the OpenScape Certificate

5.

Select HiPath OpenScape Trace File Accumulator, then click Add.

6.

Select HiPath OpenScape Routing Dispatcher, then click Add.

7.

Wait till the snap-ins appear in the Add/Remove window, then click Close.

8.

Click OK to close the Add/Remove window.

9.

Click File->Save as, then enter OMC to save as icon on desktop for later use such as
Chapter 16, Installing SIP Phones.

10.5

Configuring the OpenScape Certificate

This is required if you installed an OpenScape with a new database. To configure the OpenScape certificate (for more info on configuring certificates, refer to Section A.2):
1.

Open the Console Root folder.

2.

Expand OpenScape [2.0}, then your OpenScape server, then System Management.

3.

Double-click System Data. The System Data Configuration dialog is used to configure system-wide OpenScape data such as the Security Certificate.

4.

The Certificate Configuration tab page of the System Configuration Dialog appears. The
Administrator must set this value initially when the OpenScape server software is installed.
This list shows all currently installed certificates. If a certificate has already been selected
for OpenScape, it is shown in the Current Certificate text box.
If no server certificate is selected, click Change Certificate.

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5.

Highlight a certificate from the certificates list and click OK. The newly selected certificate
is set in the database and its entry in the list is highlighted.

6.

THrough the service control manager, verify that Siemens RTCB Service Manager Windows Service is set to Automatic. Start this Service.

7.

If you installed OpenScape for the first time and created a new database, the services are
disabled. Therefore set the disabled OpenScape services to Automatic and restart the
server.

10.6

Installing the OpenScape License

1.

Open the Console Root folder.

2.

Expand OpenScape [2.0}, then your OpenScape server, then System Management.

3.

Right-click Licensing and select Configure.

4.

Select the Install from File tab, then click Browse.

5.

Locate the license file, then click Install License Key(s).

6.

Review the Licenses, then click Close.

7.

Reboot the OpenScape Server.

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10.7

Installing OMC
Configuring the SMTP Server

Configuring the SMTP Server

To configure the SMTP server for OpenScape:


1.

Start OMC.

2.

Select the desired target system node from the system tree (WMI provider service must be
running on the target system).

3.

Select System Data.

4.

Right-click Configure.

5.

Select the System Parameters tab.

6.

Enter the SMTP server and click Save.

10.8

Testing the OMC

If you can do Section 10.7, Configuring the SMTP Server, then the OMC is working.

10.9

Symptoms and Troubleshooting

>

All components should have tracing enabled.

BASIC CHECK: Check if these Siemens RTCB Windows Services (Routing Dispatcher (RD),
B2BUA (B2B), and Assistant Engine (AE)) are up and running properly without throwing any
exceptions. If that is not the case, first check if the Siemens RTCB Context Agent Windows Service (XA) is up and running or not.
1.

Check component traces to see if the messages are received and what is happening while
processing those messages.

2.

Look out for any Exceptions being thrown or Errors being logged. In that case, track the
sequence of operations from the beginning till that Error condition is received in that particular component.
Example:In a Basic Call, if User-1 calls User-2 and the message is not received
by User-2 then the possible causes could be any of the following:

RD could be either down or not registered properly with the LC Server. In that case,
RD does not receive any messages from the LC Server and will eventually not pass it
on to B2B.

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B2B could be either down or not able to receive messages from LCS due to a port
problem. Check for any Exceptions thrown in the trace file. AE is either down or has
not received any 200 OK for the default user registration from the LC Server. This can
be easily seen from the traces logged in the trace file. If AE is down then B2B will simply proxy the messages back to the LC Server for normal processing.

VA is down or is not responding to messages that have been passed to it by AE. Check
traces logged in the trace files. Look for any exceptions that could have been thrown.

If you are not able to understand what the problem could be then, switch on the SIP Logger.
This traces all messages that are being received and processed by the LCS.

10.10

Testing OpenScape

First, perform the following check from the OpenScape Server:


1.

Click Start->Administrative Tools->Live Communications Server.

2.

Under Servers, right-click the FQDN of the LC Server and select Properties.

3.

Under the Connections tab,


a) Verify that port 5060 is not listed; otherwise, remove it;
b) Verify that port 50000 is the only TCP port.

Now, perform the following tests:


1.

WM-WM instant message

2.

WM-WM voice call

3.

WM-OpenScape voice call and IM

4.

OpenScape-WM voice call and IM

5.

OpenScape-OpenScape voice call and IM

10-6

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Security Settings

11.1

OpenScape using IPSec Security

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Security Settings
OpenScape using IPSec Security

IPSec should be configured in all OpenScape deployments. Security settings must be set
in place according to how servers communicate with one another.

To secure the communication between servers with Windows IPSec configured in the servers, go to Appendix E, IPSec Security Settings.

To secure the communication between servers with IPSec configured in the network cards/
switches, refer to the documentation provided by your network card/switch provider.

11.2

Special Steps for SDK Applications

If you are running SDK applications, the following configuration needs to be done manually to
the Request and Event Web Services, which runs on the OpenScape application server. This
gives permission to the <domain>\OSWeb account to access the certificates private keys file.
1.

Click Start->Programs->Microsoft WSE 2.0->X509 Certificate Tool.

2.

Change the Certificate Location to Local Computer and the store name to Personal.

3.

Click Select Certificate From Store.


In the list box that is displayed, choose the certificate that is configured for the SDKs and
click OK. You will notice that the fields in the main window are filled up with the particulars
of the chosen certificate. [By default, the same certificate that is configured for OpenScape
Core is configured for the SDKs]

4.

Click OpenPrivateKeyFileProperties.

5.

In the dialog that opens up, click the Security tab, then add the <domain>\OSWeb account
to the list of allowed users and give it FullControl.

6.

Apply the changes.

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Installing OpenScape MCU
MCU Installation Procedure

Installing OpenScape MCU

This chapter describes the procedures for installing the OpenScape MCU.

12.1

MCU Installation Procedure

Before installing the MCU, the environment must be prepared using the Environment Preparation Tool. This must be done on the PC that hosts the MC component of the MCU. Verify that
Section 8.16, MCU System Preparation and Verification has been done.
The OpenScape MCU can be installed in one of three ways (be sure to logon with the <osinstaller> account before installing):
1.

Standalone MCU (MC and MP on the same box) - perform steps as follows
a) Section 12.2, Installing the Standalone MCU (MC and MP on same box)
b) Section 12.4, Configuring MCU SiP URI and Testing the MCU

2.

Standalone MCU (MC and MP on different boxes) - perform steps as follows


a) Section 12.3, Installing the Standalone MCU (MC and MP(s) on different boxes)
b) Section 12.4, Configuring MCU SiP URI and Testing the MCU

3.

One Box Solution (on the same server as the LCS and OpenScape), then:
a) Section 12.5, One Box Configuration

>

The OpenScape MCU can have up to 4 MPs.


The MP(s) may or may not be installed on the same machine as the MC. See Table
E-1 on page E-2 on supported installation scenarios.

>

Due to the .NET version dependencies of the system, the MCU and OpenScape
must be at the same version level at time of installation. This means that it is imperative to install the MCU after OpenScape has been installed, but before any
service packs are applied to OpenScape.

12.2

Installing the Standalone MCU (MC and MP on same box)

To install the MCU installation package:


1.

Insert the OpenScape Installation Programs CD into the client CD drive.

2.

Open the OpenScape MCU folder, then double-click OpenScapeMCU.exe.

3.

On the Choose Setup Language dialog box, select the language for this installation, then
click OK.

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Installing the Standalone MCU (MC and MP(s) on different boxes)

4.

On the Welcome screen, verify that this is the version you wish to install, then click Next.

5.

On the Customer Information dialog box, enter the customers user name and organization, then click Next.

6.

The Customer Setup screen shows the components to be installed, the capacity required
on the hard disk, and the location of the installed files. Verify the location of the installation,
then click Next. (This step will differ for MC and MPs in a different box).

7.

Enter the OpenScape System Name, then click Next.

8.

Enter the password for the OpenScape service account, then click Next.

9.

On the Ready to Install the Program dialog box, click Install.

10. Click Finish when installation is completed.

12.3

Installing the Standalone MCU (MC and MP(s) on different boxes)

12.3.1

Installing MC with MP on a different box

1.

Complete steps 1 to 5 from Section 12.2.

2.

To install only the MC, disable the MP. Click the pull-down menu next to MP and select X
This features would not be available from the list of three choices.

3.

Make sure screen looks like this, then click Next.

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4.

Installing OpenScape MCU


Installing the Standalone MCU (MC and MP(s) on different boxes)

Complete steps 7 through 10 from Section 12.2.

12.3.2

Installing MP with MC on a different box

1.

Complete steps 1 to 5 from Section 12.2.

2.

To install only the MP, disable the MC. Click the pull-down menu next to MC and select X
This features would not be available from the list of three choices.

3.

Make sure screen looks like this, then click Next.

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Installing OpenScape MCU


Configuring MCU SiP URI and Testing the MCU

4.

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Continue with steps 7 on page 12-2 through 10.

12.4

Configuring MCU SiP URI and Testing the MCU

NOTE: This section only applies to the standalone MCU configurations. For the One Box configuration, refer to Section 12.5.3.
1.

Click Start->Programs->Siemens OpenScape MCU->MC Configuration.

2.

Select the SIP tab.

3.

Enter the SIP information.

4.

In the URI field, enter the MCU FQDN. SIP.URI=<Host Name>,<Primary DNS Suffix> For
example, hypnos.app.devos.net where hypnos=MC machine name and app.devos.net=child domain).

5.

Then click Ok.

6.

Test the MCU by making a conference call to verify the configuration.

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12.5

Installing OpenScape MCU


One Box Configuration

One Box Configuration

Here the MC shares a machine with the LCS and OpenScape (LCS, OpenScape, MC and optionally MP). The customer determines if the MC is on the same server as the LCS and OpenScape. The MP can either be separate from or on the same server as the MC. The criteria are
performance and number of conferencing channels.

12.5.1

Installing the MCU

1.

If the MC and MP are both to be located on the same server as LCS and OpenScape, follow the steps in Section 12.2, Installing the Standalone MCU (MC and MP on same box),
on page 12-1, then proceed with Section 12.5.2, Configuring the DNS Server.

2.

If only the MC is to be located on the same server as LCS and OpenScape (MP is on another server), follow the steps in Section 12.3.1, Installing MC with MP on a different box,
on page 12-2, then proceed with Section 12.5.2, Configuring the DNS Server.

12.5.2

Configuring the DNS Server

With the DNS server, create a new Alias (CNAME) for the OpenScape host that can be used
by the MCU. This alias points to the LCS/OpenScape server (for example, mcu.rtcdomain.com>openscapehost.rtcdomain.com).
To add the CNAME alias resource record to the MCU:
1.

Open DNS.

2.

In the console tree, right-click the applicable forward lookup zone, then click New Alias.

3.

In the Alias name field, enter the alias name (for example, openscapemcu).

4.

In the FQDN for target host field, enter the FQDN of the DNS host computer for which this
alias is to be used (for example, openscapehost.rtcdomain.com), or click Browse to
browse the DNS namespace for the host.

5.

Click OK to add the new record.

6.

Ping the alias to see if got added to the zone correctly. (Open a command window and ping
the real host name and the alias. The results must be that they both should ping with the
same IP (both names resolve to the same IP address.)

12.5.3

Configuring the MC SIP

NOTE: This section only applies to the One Box Configurations for MCU installations. Refer to
Section 12.4, Configuring MCU SiP URI and Testing the MCU for configuring the MC SIP in
a standalone configuration (MC is not on the same server as LCS and OpenScape).

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One Box Configuration

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From the MCU server,


1.

Click Start->Programs->Siemens HiPath OpenScape->HiPath OpenScape MCU->MC


Configuration.

2.

Click the SIP tab.

3.

In the URI field, enter the newly created alias from step 3 in Section 12.5.2. Verify the configured SIP port number. The default is 5062 for the One Box solution. This needs to be the
same as the port number of the LCS route for the MCU.

4.

Click OK.

5.

Restart the MC service.

12.5.4

Configuring the LCS Route and Testing the MCU

Add a route in the LC server to point to the correct alias:


1.

Open LC server (Logon as LCSInstaller).

2.

Find the MCU Server name under Servers.

3.

RIght-click the MCU Server name and select Properties.

4.

Click the Routing tab.

5.

Add a new static route:


user = *
domain = openscapemcu.rtcdomain.com where openscapemcu is the alias name created
in Section 12.5.2
fully qualified domain name = openscapehost.rtcdomain.com
Choose TCP for transport;
Enter the port number configured for the MCU SIP port from step 3 in Section 12.5.3;
Leave the rest unchanged.

6.

Click OK.

7.

Check if a new entry got added resembling the following:


SIP:*@mcu.rtcdomain.com->openscapehost.rtcdomain.com

8.

Configure this Static Route as TRUSTED. (Refer to Section 4.5 on page 4-6 and Appendix
F.3, OpenScape RTC Tool.).

9.

Test the MCU by making a conference call to verify the configuration.

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Installing the OpenScape Media Server

Installing the OpenScape Media Server

To install the Media Server application on the OpenScape Media Server, refer to the HiPath
OpenScape Media Server V2.0 Installation Guide.
You will need the information from Table 3-12 on page 3-8 and Table 3-14 on page 3-10 for installation.

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Service Packs and Miscellaneous
Service Packs for Server Machines

Service Packs and Miscellaneous

This section describes installing service packs and miscellaneous items.

14.1

Service Packs for Server Machines

Consult the latest OpenScape Release Note which contains information on the current OpenScape service packs. This Note is located on the KMOSS website, https://kmoss.icn.siemens.de.
Insert the Service Pack CD into the CD-ROM drive and open the appropriate service pack folder. Open the corresponding folder for the component being upgraded (i.e. core, MCU, OMC, or
Client). Run the executable .msp files in the appropriate server. Follow the on-screen directions
to install the service pack.
For the Media Server, follow the directions in the Media Server for OpenScape V2.0 Installation
Guide.

14.2

Document Storage

For this feature, the following must be configured on the OpenScape system (after the service
pack has been installed):
1.

Under IIS, click Web Service Extensions. On the right select WebDAV and click Allow to
change it from Prohibited to Allowed.

14.3

Security Troubleshooting

1.

Check if the OpenScape domain is in native mode or higher. OpenScape does not support
mixed mode.

2.

The OpenScape Service group should be a Domain Global group or higher. The OpenScape Admin and User groups should be Domain Local Groups. The OpenScape Admin
group should be a member of the OpenScape User group.

3.

Ensure that the OpenScape service account belongs to the OpenScape Service group.

4.

Ensure that the OpenScape Services, MCU services and the Media Server services that
talk to OpenScape are installed under the same OpenScape service account.

5.

Ensure that the Media Server and the OpenScape Server are configured with valid certificates. These certificates should be issued by a trusted root CA for this system.

6.

Open up the Certificates MMC on the OpenScape and Media Server machines and ensure
that the configured certificates are verifiable.

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7.

The DNS should be correctly set up with FQDN for reverse lookup for all the OpenScape
servers.

8.

Check if Windows2000 server (Media Server machine) has the latest SP4 (hot fix) from Microsoft installed.

14.4

RSA SecurID

If RSA SecurID is enabled on the system, it must be configured so that the Siemens Clients
will work on the client machines.
On the OpenScape server:
1.

Open the IIS Manager (under Administrative Tools).

2.

Expand the Web Sites->Default Web Site->OpenScape folder.

3.

Under the Portals folder, locate the WMTab.xml file on the right side; right click this file
and select Properties.

4.

In the Properties dialog box, select the RSA SecurID tab.

5.

Uncheck the Protect This Resource With RSA SecurID box.

6.

Click OK to close the Properties dialog box.

14.5

Trace File Accumulator

14.5.1

Deployment

The Trace File Accumulator (TFA) copies trace files from an OpenScape (OS) or RoutingDispatcher (RD) to the system where the TFA is installed. TFA does not remove the files from the
OS or RD system. The intended usage of TFA is to archive large quantities of trace files for 1
to n systems.
Ideally TFA should not be installed on an OS or RD system as this could create storage and/or
disk fragmentation problems. Investigation has shown that up to ~1.5 GB of trace files can be
generated in a 24 hour period.
The Trace File Accumulator does not manage the accumulated files. An administrator should
periodically purge or compress the accumulated files.

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14.5.2

Service Packs and Miscellaneous


Trace File Accumulator

Check

Make sure the server TFA to be installed on, was prepared with Environment Preparation Tool
by your domain administrator. As part of the preparation, the <osinstaller> account is assigned
to the computer as a local administrator. If you are not sure the preparation was done and what
account to use, contact the domain administrator.

14.5.3

Installation

Logon with the <osinstaller> account.


1.

Insert the OpenScape Installation Programs CD into the CD drive of the Server.

2.

Open the OpenScape TFA folder, then double-click OpenScapeTFA.exe.

3.

On the Choose Setup Language dialog box, select the language for this installation, then
click OK.

4.

On the Welcome to Siemens HiPath OpenScape screen, verify that this is the version
you wish to install. If yes, then click Next.

5.

On the Customer Information dialog box, enter the customers user name and organization, then click Next.

6.

On the Custom Setup screen, click Next.

7.

On the HiPath OpenScape TraceFile Accumulator Account Information screen, enter


the password for the OpenScape Service Account, then click Next.

8.

On the Ready to Install the Program screen, click Install.

9.

When completed, click Finish.

14.5.4

Symptoms and Troubleshooting

BASIC CHECK: Check if the Siemens Trace File Accumulator Windows Service is up and running properly without showing any exceptions.

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The Trace File Accumulator will begin to accumulate files after configuration is completed using
the OpenScape Trace File Accumulator management console Snap-In (see 7-installOMC.doc).
Shortly after configuration of the TFA the trace files should start to be copied to either
C:\Program Files\Siemens\HiPath OpenScape TFA\OpenScape

or

C:\Program Files\Siemens\HiPath OpenScape TFA\RoutingDispatcher.

For example the following screenshot shows that the trace files are being accumulated for

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Installing the OpenScape Client
Installing the OpenScape Client

Installing the OpenScape Client

This chapter describes the procedures for installing the OpenScape Client.

>
15.1

Windows Messenger must be installed first before client installation.


If the Client is installed on Windows 2000, then the Siemens tab on WM is not supported.
The user must have local admin rights to install the Client.

Installing the OpenScape Client

15OpenScape Client

To use the OpenScape Client, the OpenScape Client installation package must be installed.
1.

Insert the OpenScape Installation Programs CD into the client CD drive.

2.

Open the OpenScape Client folder, then double-click OpenScapeClient.exe.

3.

On the Choose Setup Language dialog box, select the language for this installation, then
click OK.

4.

On the Welcome screen, verify that this is the correct version. If yes, then click Next.

5.

On the Customer Information screen, enter the customer user name and user organization, then click Next.

6.

On the OpenScape System Information screen, enter the name of the OpenScape system to which this client is registered to, then click Next.

7.

On the next OpenScape System Information screen, for the OpenScape Server Name,
enter the FQDN of the OpenScape System. For the LC Server Name, enter the FQDN of
the LC Server, then click Next. This identifies the servers on where the OpenScape system
and LC Server are installed.

8.

On the Ready to Install the Program screen, click Install.

9.

Click Finish when installation is completed.

>

The Registry Entries affected on the Client machines are identified in Section 15.2.

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OpenScape Client
OpenScape Client Registry Entries

15.2

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OpenScape Client Registry Entries

The following registry entries are created during OpenScape Client installation:
Key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MessengerService"OEMTabs"="https://[OpenScapeServerName]/OpenScape/Portals/WMTab.xml"
Key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MessengerService\ServiceProviders\{83D4679F-B6D7-11D2-BF36-00C04FB90A03}\Branding\[RTCServerName]

"RegServiceProvider"="SOFTWARE\Microsoft\MessengerService\ServiceProviders\{83D4679F-B6D7-11D2-BF36-00C04FB90A03}\Branding\[RTCServerName]"

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Installing SIP Phones
Configuring DNS SRV Records

Installing SIP Phones

Here are the steps:

Configure DNS SRV Records

Obtain a Certificate

Import the SIP Phone certificate to the OpenScape Server via OMC

Verify certificates exist on the OpenScape Server

Configure and install certificate for OpenScape phones

Assign OpenScape phones from Unassigned Phones

16.1

Configuring DNS SRV Records

Ask the network administrator to create an SRV record in DNS configuration so that the SIP
phones can be addressed by the LC Server via FQDN addressing. This is done by Domain
Prep before installing OpenScape. Refer to Section A.5 on page A-6.

16.2

Obtaining a Certificate

The network administrator should create, request, and export a certificate (to a file) for the SIP
phone. This can be done by:

Using a third party certificate vendor (e.g. Verisign) - wildcard certificates are supported for
a cost-effective solution.

Using a third party vendor software (e.g. Microsoft Certificate Services) - refer to Section
A.6 on page A-7 for an example.

Obtain and copy this file to a location on the OpenScape server where it will be imported (refer
to Section 16.3.1).

16.3

SIP Phone Certificate

16.3.1

Importing

The following steps are performed on the OpenScape Server where the OpenScape Management Console is installed.
1.

Click OMC shortcut on desktop.

2.

In the Add Standalone Snap-in window, select Certificates, then click Add.

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3.

In the Certificates snap-in window, select Computer account, then click Next.

4.

In the Select Computer window, select Local computer:..., then click Finish.

5.

After the snap-in is added, select and expand Certificates (Local Computer)->Personal>Certificates in the Console Root window.

6.

Right-click Certificates, then select All Tasks, then click Import....

7.

On the Certificate Import Wizard window, click Next.

8.

Then click Browse and locate the SIP Phone certificate file, then click Next.

9.

Enter the certificate password and check the box Mark this key as exportable..., then
click Next.

10. On the Certificate Store window, select Automatically select the certificate based on
the type of certificate, then click Next.
11. On the Completing the Certificate Import Wizard window, verify the settings, then click Finish.

16.3.2

Verifying

1.

Expand Console Root->Certificates(Local Computer)->Personal->Certificates.

2.

On the right hand panel, verify that you see the certificate installed from Section 16.3.1.

3.

Verify that you also see the corresponding Root CA Certificate under Trusted Root Certification Authority Certificates.

16.4

LC Server Certificate

16.4.1

Identifying

1.

Start the LC Server console.

2.

From the LC Server console, expand Live Communications Server->Servers.

3.

Right-click the LC Server, select Properties, then select the Connections tab.

4.

Select the TLS connection, then click Edit.

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Installing SIP Phones


OpenScape Phones Certificate

5.

On the Edit Connection window, note the three fields: Issued to:, Issued by: and Valid
from that will be used to verify in Section 16.4.2. (Note: Do not make changes.)

6.

Click Cancel twice to exit.

16.4.2

Verifying

1.

Expand Console Root->Certificates(Local Computer)->Trusted Root Certification


Authorities->Certificates.

2.

On the right hand panel, verify that you see the trusted root certificate - reference step 5 in
Section 16.4.1.

3.

If you do not, then contact the network administrator.

16.5

OpenScape Phones Certificate

1.

Click the OMC shortcut on the desktop.

2.

Expand OpenScape->your OpenScape server->Device Management->Phone Management.

3.

Right-click OpenScape Phones, then select Properties.

4.

Select the Security tab, then click Change certificate.

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5.

Select the SIP Phone Certificate from Section 16.3.2, then click OK.

6.

Select the Phone Passwords tab.

7.

Enter the Default Administration Password - this is an important step to increase security.
The existing default administration password is 123456.

8.

Enter the Default User Password - this is an important step to increase security. The existing default user password is 147258.

9.

Select the LC Servers tab, select the LC server or servers (V2 supports multiple LCS),
click Edit, then click Change certificate.

10. Select the LC server certificated identified in Section 16.4.1 on page 16-2.

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16.5.1

Installing SIP Phones


OpenScape Phones Certificate

Configuring Profiles for SIP Phones

1.

From the OpenScape Phones Properties window, select the Profiles tab, then click Add
to create a new profile.

2.

Enter a profile name (i.e. subnet range of SIP phones), then click OK.

3.

In the Edit Profile window, select the Network tab.

4.

If DHCP is used for SIP phones, then select On (default) for DHCP and continue with next
step; otherwise, select Off and fill in the following fields (refer to Section 3.6, SIP Phone
Data, on page 3-15):
Domain name DNS primary server Default route Then click OK.

5.

Select the Authentication tab, and in the KDC server address field, enter the IP address
or FQDN of the KDC server (as defined by the Windows domain security policies; i.e. the
child domain controller) - refer to Section 3.6, SIP Phone Data.

6.

Select the Time & Date tab, and in the SNTP server address field, enter the IP address
or FQDN of the time server. Select the timezone offset and whether it is daylight saving
or not - refer to Section 3.6, SIP Phone Data.

7.

Select the Components tab, and enable the following settings:

Presence publishing

Presence watching

Contacts

Instant messages

8.

Select the SNMP tab, enter public in the Accepted community name field.

9.

If QoS is used, select the QoS tab and set the configuration to match the Ethernet Switch
QoS setting (refer to Section 3.6, SIP Phone Data).

10. Leave data in other tabs as is since they do not impact OpenScape.
11. Then click OK to complete the Profile configuration.

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Assigning OpenScape Phones from Unassigned Phones

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Assigning OpenScape Phones from Unassigned Phones

For this section, only the two test OpenScape users will be assigned SIP phones. For further
details on administering SIP phones, refer to the online Administrator Help.
1.

Click OMC icon on desktop.

2.

If some or all SIP phones are on a different subnet than the OpenScape server, then the
Phone Discovery IP range must be added. Expand OpenScape->your OpenScape server->Device Management->Phone Management. Then right-click Phone Management
and select Properties. Select the Phone Discovery tab, then click Add to add the subnet
range.

3.

Expand OpenScape->your OpenScape server->Device Management->Phone Management->Unassigned Phones.

4.

Right-click on an unassigned SIP phone, then select Assign.

5.

From the pull down menu, select a test OpenScape user, then enter a name associated
with this user. Then click Next.

6.

Set the Windows password for this user then click Next. If this password is not known, a
different process is required that is covered in the online Administrator Help.

7.

Click Download a new Certificate to the phone, then click Use Default Server Certificate.

8.

Verify the certificate is the same SIP Phone certificate imported back in Section 16.3.1. If
not, click Browse and select the right one. Then click Next.

9.

In the Configuration Profile field, use the drop down menu to select the profile configured
in Section 16.5.1 on page 16-5. Then click Finish.

10. The Assign Phone Wizard starts writing data to the phone while progress info is displayed.

>

Make sure the user does not touch the phone at this time because it will appear
busy; otherwise, this assignment will fail. Once the Wizard is successful, then it is ok.

11. The phone should be registered. Verify by noting that the IP Address field of the OpenScape phone no longer says No response (manual refresh may be required).

16-6

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Installing SIP Phones


Assigning OpenScape Phones from Unassigned Phones

12. The assigned phone is ready for use.

16.6.1

Phone Discovery

Phone Discovery is usually performed with broadcast messages to the endpoints. If the endpoints are located behind routers on a different subnet from the OpenScape server, a broadcast
message is not possible and it is necessary for the administrator to configure a range of IP Addresses that OpenScape should scan in order to find the SIP Phones. Scanning the endpoints
may be perceived as a hacker attack by security tools designed to protect against such attacks.
Phone Discovery occurs at the following times:
1.

when the administrator refreshes the list of phones displayed on the OpenScape Management Console

2.

when the Scheduled Data Synchronization for the SIP Phones is performed

3.

when OpenScape software is attempting to locate a specific SIP Phone given a MAC
Address

To prevent false alarms from Intrusion Detection Systems (IDS), the network administrator
needs to configure the IDS to ignore UDP messages sent to port 5100. In other words, a filter
should be set up in the IDS so that Phone Discovery messages do not trigger a false security
alarm
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Installing SIP Phones


Assigning OpenScape Phones from Unassigned Phones

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Final Checklist

Final Checklist

After everything has been installed, perform the following checklist:


1.

Verify the LCS Service is up and running.

2.

Verify TCP port 50000 has been configured and set as Trusted.

3.

Verify MTLS (Mutual TLS) port 5061 is configured and set as un-Trusted.

4.

Verify OpenScape application URIs has been configured and at the top of the list. For example, here is the sequence in which they should appear, top to bottom, when you are
looking at the Application URIs configured on the LC Server via the Application node in
the LC Server Control Panel):
Application URI Name: Siemens Routing Dispatcher
Application URI:
http://www.siemens.com/en/rtcb/platform/routingdispatcher
Application URI Name: Age of Presence
Application URI:
http://www.siemens.com/OpenScape/bin/AOP
Application URI Name: Routing Application Setting - Default
Application URI:
http://www.microsoft.com/RTC/DefaultRouting

5.

Verify that if any Static Routes are configured, then they must be set to Trusted.

6.

Verify that the SIP URI is the same as each users email address (Microsofts recommendation and
Siemens requirement for V2). Check if the domain-name part (i.e. the one after the @ symbol)
specifies the root domain. If is recommended to create the users email account first on Exchange,
then when you create the users LCS attributes, the SIP URI will default to the users email address.

Format:

user-name@domain-name

Example: johnsmith@xpdev.net
7.

Verify that the LCS users point to the proper LCS Home Server.

8.

Verify that the OpenScape Service Account is a member of the RTC Server Applications
group.

9.

Verify that the SIP URI is enabled for the OpenScape Service Account. That is, make it an
LCS User homed on the same server on which the OpenScape Services are running.

10. Verify that the correct domain entries have been added to the User Services Global Settings. These entries should only be for domains (FQDNs) on which the users are created.
11. Perform the following tests:
a) WM-WM instant message
b) WM-WM voice call
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WM-OpenScape voice call and IM

d) OpenScape-WM voice call and IM


e) OpenScape-OpenScape voice call and IM
f)

OpenScape-OpenScape conference call

g) On client portal, assign SIP phone as Preferred Device


h) SIP phone-SIP phone call
i)

OpenScape voice call via portal to SIP phone

j)

SIP phone - OpenScape user by Primary URI (name)

k)

SIP phone - OpenScape user by Secondary URI (number)

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References

A.1

Adding Users

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References
Adding Users

To add users to the OpenScape system, users must first be created as LCS users. Users may
then be converted to OpenScape users via the OpenScape Management console. Also, users
may be also created via the OpenScape Scripting Framework using a user creation script. Email address is required in AD before collaboration groups work. If you create a user without
giving him an e-mail address he can not start any conferences.

>
A.1.1

In order to enable full feature functionality, all OpenScape users need an e-mail address.

User Creation via OMC

After the OMC has been installed, launch it as follows:


1.

Click Start -> Run.

2.

Enter MMC, then click OK.

3.

In the Console, click File -> Add/Remove Snap-in.

4.

Click Add.

5.

Add the HiPath OpenScape snap-in.

6.

Click Close and then OK.

7.

Save this setting.

8.

Expand the OpenScape server in the tree view.

9.

Click RTC Users. DIFFERENT FOR V2

10. To promote LCS users to OpenScape users, right click on a user and Convert User. DIFFERENT FOR V2

>
A.1.2

Note: The OpenScape Service user should NOT be converted to an OpenScape user. They should remain only LCS users.

User Creation via Script

A utility is available through OpenScape for to run vbscript scripts. This utility may be used to:

Create LCS users

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Configuring Certificates

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Convert LCS users to OpenScape users

Refer to the OpenScape Scripting Framework in Section F.4 on page F-6.

A.2

Configuring Certificates

If an application running in machine A wants to access a service from a server application running on machine B and use TLS encryption then the Certificate Authority (CA) that issued the
certificate to the server B has to be configured as a trusted certificate authority on the local
computer A.
Customers are required to use TLS for Windows Messenger.
Windows Messenger users have an additional GUI interface as part of OpenScape. It is implemented using TABS that are downloaded from a central server using HTTPS. This server functionality can be provided by the OpenScape server since it is running IIS and has a certificate
installed. Any other server with IIS configured for TLS can also work.
OpenScape Version 2 supports Internet access to portals using HTTPS (HTTP is not supported). This feature does not require a CA to be configured or installed on the client machine as
a trusted Root Certificate Authority (root CA) (assuming they are using IE to access the portals
instead of WM tabs).
Certificates can be issued by different CAs (both internal and external) as long as they are configured as trusted CAs on local machines for example, the LC Server certificate can be issued
by an internal CA and the SIP phone certificates can be issued by an external CA as long as
both these CAs are configured as trusted CAs on machines running the client applications that
is, LC Server machine, OpenScape machine and SQL server machine and so on.
Depending on how customers acquire their certificates, Table A-1 lists the certificates required
by customers who use one certificate vendor/PKI.
Machine

Certificate Root Certificate of the CA that should be configRequired ured as trusted

LC Server

CA that issued certificate used throughout OpenScape

OpenScape Server *

CA that issued certificate used throughout OpenScape

SQL Server*

Media Server

CA that issued certificate used throughout OpenScape

MC Server

CA that issued certificate used throughout OpenScape

MP Server(s)

CA that issued certificate used throughout OpenScape

SIP Phone

CA that issued certificate used throughout OpenScape

Table A-1

A-2

Customers that use 1 certificate vendor/PKI(Sheet 1 of 2)

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Configuring Certificates

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Machine

Certificate Root Certificate of the CA that should be configRequired ured as trusted

Client workstation in
Intranet

CA that issued certificate used throughout OpenScape

Client Workstation in
Internet

CA that issued certificate used throughout OpenScape

ISA Server

CA that issued certificate used throughout OpenScape

OMC node

CA that issued certificate used throughout OpenScape

Note: * Running on a separate physical node. You can reuse and share the same machine
certificate if installed on the same machine.
Table A-1

Customers that use 1 certificate vendor/PKI(Sheet 2 of 2)

Table A-2 lists the certificates required by customers who use more than one certificate vendor/
PKI.
Machine

Certificate Root Certificate of the CA that should be configRequired ured as trusted

LC Server

CA that issued OpenScape Server certificate


CA that issued LC Server certificate if two Home Servers are directly connected with Mutual TLS.

OpenScape Server *

CA that issued SQL Server certificate


CA that issued Media Server certificate
CA(s) that issued SIP Phone certificate

SQL Server*

Media Server

CA that issued OpenScape Server certificate


CA that issued SQL Server certificate

MC Server

CA that issued OpenScape Server certificate


CA that issued SQL Server certificate

MP Server(s)

CA that issued OpenScape Server certificate


CA that issued SQL Server certificate

SIP Phone

CA that issued LC Server certificate

Client workstation in
Intranet

CA that issued OpenScape Server certificate


CA that issued LC Server certificate
CA(s) that issued SIP Phone certificates (for CTI interface and Web Pages interface)

Client Workstation in
Internet

CA that issued ISA Server certificate

Table A-2

Customers that use certificates from more than 1 vendor/PKI(Sheet 1 of 2)

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References
Upgrading

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Machine

Certificate Root Certificate of the CA that should be configRequired ured as trusted

ISA Server

CA that issued OpenScape Server certificate

OMC node

CA that issued OpenScape Server certificate

Note: * Running on a separate physical node. You can reuse and share the same machine
certificate if installed on the same machine.
Table A-2

Customers that use certificates from more than 1 vendor/PKI(Sheet 2 of 2)

When creating or purchasing certificates, the "common name" of the certificate should be the
Fully Qualified Host Name of the machine on which the certificate will be used (e.g. rocket.d1.research.com where rocket is the host name and d1.research.com is the Fully Qualified
Domain Name).

A.3

Upgrading

To upgrade the OpenScape system, you need to back up the data.


Before uninstalling OpenScape, user accounts and groups must be backed up also as these
are required when you reinstall OpenScape.

A.4

Uninstalling

A.4.1

Environment Preparation Tool Uninstall

System Preparation must be uninstalled before Domain Preparation.

The /x switch can be used to uninstall any prep step.


A.4.1.1

System Preparation

From the CLI command line, type EPTSetup /x /m s /r config.xml /l ept.log to remove system preparation.
A.4.1.2

Domain Preparation

From the CLI command line, type EPTSetup /x /m d /r config.xml /l ept.log to remove domain preparation.

A-4

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A.4.2

References
Uninstalling

OpenScape (Main Server) Uninstall

If necessary, uninstall OpenScape (Main Server):


1.

Ensure that you are logged on with the <osinstaller> account.

2.

Use Windows Add/Remove Programs utility from the Control Panel to uninstall the OMC.

3.

Use Windows Add/Remove Programs utility from the Control Panel to uninstall all OpenScape programs or run the OpenScape executable.
If you do not want to remove the database, click NO at Uninstall Database client.

A.4.3

Problems Uninstalling OpenScape

If you have problems uninstalling OpenScape:


1.

Make sure everything has been removed by following these steps:

All Siemens strong named assemblies, starting with Siemens.EN.RTCBin the


C:\WINDOWS\assembly directory.
If there are still some remaining, edit and perform the batch to remove these old assemblies.

All Siemens services are removed. If not:


a) Copy the UnInstall.bat file batch and directory onto your local hard disk. Edit and
then perform the batch.
b) If a service cannot be removed, make sure it is stopped.
c)

2.

If it still cannot be removed, restart your computer and try again.

Remove the OpenScape directory under Program Files\Siemens\.


Do not remove the OpenScapeDB directory.

> If you cannot remove the OpenScape home folder, stop the Windows Management Instrumentation service from Service Control Manager. This also stops the
LCS service.
3.

If you want to remove the database:


a) To make sure the database was been removed, open Programs -> Microsoft SQL
Server -> Enterprise Manager and expand until you are under database.
b) Verify that both containers starting with Xp are removed. If not just delete them from
here.

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References
Creating an SRV Record on DNS

>

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If you cannot remove the database, restart the Windows Management Instrumentation and RTC service then try to delete the database.
If you still cant delete it, restart your computer.

4.

If the database is retained, verify that the DBInUse attribute in the SystemConfig table of
the XpSystem database is 0.

A.4.4

OpenScape Client Uninstall

Use Windows Add/Remove Programs utility to remove the package.

A.4.5

OpenScape MCU Uninstall

Use Windows Add/Remove Programs utility to remove the package.

A.4.6

Media Server Uninstall

Use Windows Add/Remove Programs utility to remove the package and third party software.

A.4.7

Service Pack Uninstall

Due to Windows Installer technical limitation, service packs cannot be uninstalled.

A.5

Creating an SRV Record on DNS

This is done by the network administrator so that SIP phones can be addressed by the LC Server via FQDN addressing.
Here is an example on how to create an SRV record on DNS (usually root domain controller).
1.

Click Start->Programs->Administrative Tools->DNS.

2.

Expand the forward lookup zone until you get to the child domain name.

3.

Right click on child domain.

4.

Select other new record.

5.

Select service location from resource record type.

6.

Select create record.

7.

Enter _sips for Service.

8.

Enter 5061 for port number.

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9.

References
Obtaining a SIP Phone Certificate

Enter the FQDN of one of your LC servers in the host offering service name field (i.e. LCserver.domainchild.domainroot.net).
The LC server could be a FES (Front End Server) if a FES is being used to reduce the load
on home servers by redirecting initial registration request from clients to its correct home
server.
If there is no FES being implemented, then use one of the LCS home servers. Only one
SIP SRV Record on DNS is allowed per child domain.
If the client is not homed on the target of the DNS SRV Record, this server will redirect the
registration request to its correct home server within the same domain. The current LC
server version will not redirect clients to LC servers across domains.
The current SIP phone firmware will not support registration to LC servers across domains.

10. Click OK to create the SRV.

A.6

Obtaining a SIP Phone Certificate

Here is an example on how to obtain a certificate by using Microsoft Certificate Services. This
is done by the network administrator. Certificates may also be obtained from a third party certificate vendor such as Verisign. Wildcard certificates may be deployed to reduce the cost per
certificate.

A.6.1

Creating and Issuing

This task must be done from the server where CA (Certification Authority) is installed.
The CA server can be the root domain controller server or other server that was configured as
the CA server.

1.

Verify that the following components have been installed:


a) IIS
b) Certificate Services CA
c)

2.

Certificate Services Web enrollment support (this component must be installed after
IIS)

To request a certificate on:

Windows 2003, go to Section A.6.2.

Windows 2002, go to Section A.6.3.

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References
Obtaining a SIP Phone Certificate

A.6.2

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Requesting (Windows 2003 Only)

Enterprise admin privileges are required to create a certificate. The steps below first involve
removing the default certificate and then creating a new certificate.
1.

Click Start->Administrative Tools->IIS Manager.

2.

Expand Local Computer->Web Sites.

3.

Right-click Default Web Site and select Properties.

4.

Click the Directory Security tab, then click Server Certificate.

5.

On the Welcome to Web Server Certificate Wizard screen, click Next.

6.

Select Remove the server certificate, then click Next.

7.

On the Remove a Certificate screen, click Next.

8.

Click Finish.

9.

At the Default Web Site Properties screen, click Server Certificate.

10. On the Welcome to Web Server Certificate Wizard screen, click Next.
11. Select Create a new certificate, then click Next.
12. On the Delayed or Immediate Request screen, select Send the request immediately to
an online certification authority, then click Next.
13. Enter a name for the certificate, then click Next.
14. Enter the organization information, then click Next.
15. For the Common Name field, enter the FQDN of where the certificate will be installed
(usually the OpenScape server), then click Next.
16. Enter the geographical information, then click Next.
17. On the SSL Port screen, accept the default of 443 and click Next.
18. On the Choose a Certification Authority screen, accept the default of the Root Certificate
and click Next.
19. On the Certificate Request Submission screen, click Next.
20. Click Finish.
21. Go to Section A.6.4.

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A.6.3

References
Obtaining a SIP Phone Certificate

Requesting (Windows 2000 Only)

This task is performed (recommended) on the OpenScape server. The request is done by
getting access to the certification service on the CA server.

1.

Invoke the IE browser, and enter http://<ca_host>/certsrv, where <ca_host> can be either the host name or IP address of the CA server.

2.

A Windows logon challenge is prompted. Enter the domain administrator user account and
password of the CA server. This will bring up the Microsoft Certificate Services Welcome
web page.

3.

Select Request a certificate under the Select a task category, then click Next. This brings
up the Choose Request Type page.

4.

Select Advanced request, then click Next. This brings up the Advanced Certificate Request page.

5.

Select Submit a certificate request to this CA using a form, then click Next. The Advanced Certificate Request page is displayed.

6.

Select Web Server template from the Certificate template pull down menu.

7.

Verify the Key Options on this page:

CSP: Microsoft RSA SChannel Cryptographic Provider

Key Usage: Exchange

Key size: 1024

Create new key set

Automatic key container name

Mark keys as exportable

Request Format: CMC

Hash Algorithm: SHA-1

8.

Scroll down the page and click Submit.

9.

A warning dialog of Potential Scripting Violation is shown. (No warning is displayed if an


IP address is entered in the Name field.) Select Yes to request the certificate. The certificate is now issued (and confirmed by the new web page).

10. Click the Install this certificate hyperlink. A warning dialog of Potential Scripting Violation is shown. Select Yes to complete. The certificate is now made available.

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References
Obtaining a SIP Phone Certificate

A.6.4

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Locating

Performing this task on the OpenScape server is recommended. Logon with the <osinstaller> account.

1.

Invoke mmc via the Run command. Add the following Snap-ins to the MMC console:

2.

Certificates Current User

Expand Certificates>Current User->Personal->Certificates. The certificate made


available in the previous step is listed on the right side.

NOTE: The following steps apply to Windows 2000 only and involves exporting the certificate.

3.

Right-click on that certificate; select All Tasks and then Export The Certificate Export
Wizard is displayed.

4.

Click Next. On the Export Private Key dialog, select Yes, export the private key and click
Next again.

5.

On the Export File Format dialog, verify that Personal Information Exchange PKCS
#12 (.PFX) is selected with the Enable strong protection (requires IE 5.0, NT 4.0 SP4
or above) option checked. Click Next.

6.

On the Password dialog, enter and re-type the password for this certificate. (This password
will be used during certificate installation.) Click Next.

7.

On the File to Export dialog, enter a file name for the exported certificate file and browse
to the path where the certificate file will be stored. Click Next.

8.

Click Finish to complete the wizard. The certificate file is now ready for import.

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Preparing Exchange 2000/2003 for OpenScape
Enabling WebDAV on the Exchange 2003 Server

Preparing Exchange 2000/2003 for OpenScape

>
B.1

The steps described in this appendix are to be given to the customers network administration for reference in how to set up the Exchange 2000/2003
server for OpenScape. This person must also work with the site telecom administrator to obtain extension numbers when creating the accounts.

Enabling WebDAV on the Exchange 2003 Server

This is only required for the Exchange 2003 server.


Under IIS, click Web Service Extensions. On the right select WebDAV and click Allow to
change it from Prohibited to Allowed.

B.2

Configuring the Account Security Privileges in the Exchange


Server Stores

1.

From the Exchange 2000/2003 server computer, click Programs->Microsoft Exchange>System Manager.

2.

Drill down to the Server Storage Group. Repeat steps 3 to 6 for each applicable storage
group (Note that Public Folder Store is not required).
.

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Configuring the Account Security Privileges in the Exchange Server Stores

3.

Right-click Mailbox Store->Properties.

4.

On the Mailbox Store (CR-E2K) Properties dialog box, click the Security tab, then click
Add.

5.

Locate and select the <systemID>SiemensIC account. Click Add and then OK.

6.

Click the boxes below for the mandatory permissions.

B-2

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7.

Click OK and continue to next section.

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Converting the SiemensIC Account into an OpenScape User

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Converting the SiemensIC Account into an OpenScape User

1.

From the Active Directory window, double-click <systemID>SiemensIC, then click the
Live Communications tab.

2.

Click Enable Live Communications for this use.

3.

For the SIP URI field, enter sip:<systemID>SiemensIC@domainname.

4.

For the Home Server field, select the FQDN of the LC Server, then click Apply and OK.

5.

Expand the OpenScape snap-in.

6.

Expand User Management.

7.

Right click on the User Management window, then click Add User.

8.

In the Add New User window, do the following:


a) In the LC Home Server drop-down menu, select the LC Server name.
b) In the Search String, enter <systemID>SiemensIC. Click Browse...
c)

Click <systemID>SiemensIC. Then click OK.

d) Click Next.
e) In the OpenScape System drop-down menu, select the OpenScape system name.
f)

In the drop-down menu for User Type, select HiPath OpenScape. Click Next.

g) (Optional) Enter the Public (DID) Number.


h) Enter an extension number (refer to Table 3-14 on page 3-10). Click Next.

9.

B.4

i)

Enter a unique User ID Number.

j)

Enter a password. Click Next.

k)

Click Finish.

Confirm that <systemID>SiemensIC is included in the list as an OpenScape user.

Converting the SiemensCR Account into an OpenScape User

1.

From the Active Directory window, double-click <systemID>SiemensCR, then click the
Live Communications tab.

2.

Click Enable Live Communications for this use.

3.

For the SIP URI field, enter sip:<systemID>SiemensCR@domainname.

4.

For the Home Server field, select the FQDN of the LC Server, then click Apply and OK.

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Preparing Exchange 2000/2003 for OpenScape


Converting the SiemensCR Account into an OpenScape User

5.

Expand the OpenScape snap-in.

6.

Expand User Management.

7.

Right click on the User Management window, then click Add User.

8.

In the Add New User window, do the following:


a) In the LC Home Server drop-down menu, select the LC Server name.
b) In the Search String, enter <systemID>SiemensCR. Click Browse...
c)

Click <systemID>SiemensCR. Then click OK.

d) Click Next.
e) In the OpenScape System drop-down menu, select the OpenScape system name.
f)

In the drop-down menu for User Type, select HiPath OpenScape. Click Next.

g) (Optional) Enter the Public (DID) Number.


h) Enter an extension number (refer to Table 3-14 on page 3-10). Click Next.

9.

i)

Enter a unique User ID Number.

j)

Enter a password. Click Next.

k)

Click Finish.

Confirm that <systemID>SiemensCR is included in the list as an OpenScape user.

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Installing Schedule+FreeBusy Information

B.5

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Installing Schedule+FreeBusy Information

1.

Verify that it is available.

2.

Right-click Schedule+FreeBusy Information..., then click Properties.


.

B-6

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3.

Preparing Exchange 2000/2003 for OpenScape


Installing Schedule+FreeBusy Information

Click the Replication tab and verify that the Public Folder Store for the Exchange 2000/
2003 server appears in the list.

a) Multiple Exchange 2000/2003 Servers in the same domain


If there are multiple Exchange 2000/2003 servers servicing the same domain, you
must add each Exchange 2000/2003 Public Folder Store in the replication list.

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Portals Installation

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B.6

Portals Installation

B.6.1

Enabling SSL in IIS on the OpenScape Server

The OpenScape Portals must use a secure connection between the Web Server (IIS) and the
Web Browser, so we need to enable Secure Sockets Layer in the IIS Manager.
1.

Open the Internet Services (IIS) Manager (under Administrative Tools).

2.

Expand the Web Sites folder, right-click the Default Web Site subfolder and select Properties.

3.

Select the Web Site tab and enter 443 in the SSL port field (NOTE: If this field is not accessible, then skip to next step since no certificate has been installed.)

4.

Select the Directory Security tab, then click Server Certificate. The Server Certificate
Wizard will open. If the View Certificate button is enabled, it means that you already
have a certificate installed and you do not have to proceed unless you want to change the
certificate.

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Portals Installation

5.

If you decide to continue, click Next on the Welcome to the Web Server Certificate Wizard screen.

6.

On the Server Certificate screen, select Assign an existing certificate, then select
Next.

7.

On the Available Certificates screen, select the certificate that you have available, then
click Next. You will use the same certificate that is used by the LC Server.

8.

On the SSL Port screen, enter 443 for the SSL port number, then click Next.

9.

Click Next on the Certificate Summary screen.

10. Then click Finish.

B.6.2

Enabling SSL for Outlook Web Access (OWA) on the Exchange


Server

To integrate with the OpenScape Portals, the OWA must have Secure Sockets Layer (SSL) enabled so it can be opened inside the Portals.
1.

To enable SSL, we need to install a certificate in the IIS on the Exchange Server machine.
Please follow the same instructions in Section B.6.1 on page B-8 (Enable SSL in IIS) and
execute them on the Exchange Server (not on the OpenScape Server!). For further details
on certificate configuration, refer to Microsoft Exchange documentation.

2.

This operation needs to be done only once and please recall that, since there is only one
Exchange Server per domain forest, enabling SSL for one Exchange Server will affect all
child domains.

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If SSL is not enabled for OWA, the following error page is shown instead of the Calendar
and Inbox information.

B.6.3

Opening and Verifying the Portals in Internet Explorer

With everything ready and properly setup, you can finally open the Personal Portal web page
in IE. The URL is http://<servername>/openscape/portals/default.aspx. The <servername> is
your OpenScape server name. Please enter it in its fully qualified format (i.e.: applebee.app.devos.net), otherwise you will get a security warning every time you open the Portals.
Verify that the Personal Portal web page can be opened in IE.

B-10

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Creating OpenScape Users for Media Server Routing
CRDirect

Creating OpenScape Users for Media Server


Routing

>

The steps described in this appendix are to be given to the network administration for creating OpenScape users for Live Communications Routing. This
person must also work with the site telecom administrator to obtain extension
numbers when creating the accounts.

These users will be used in the Media Server Installation Guide.

C.1

CRDirect

1.

In the Active Directory Users List, double-click <systemID>CRDirect, then click the Live
Communications tab.

2.

Click Enable Live Communications for this use.

3.

For the SIP URI field, enter sip:<systemID>CRDirect@domainname.

4.

For the Home Server field, select the FQDN of LC Server, then click Apply and OK.

5.

Expand the OpenScape snap-in.

6.

Expand User Management.

7.

Right-click the User Management window, then click Add User.

8.

In the Add New User window, do the following:


a) In the LC Home Server drop-down menu, select the LC Server name.
b) In the Search String, enter <systemID>CRDirect. Click Browse...
c)

Click <systemID>CRDirect. Then click OK.

d) Click Next.
e) In the OpenScape System drop-down menu, select the OpenScape system name.
f)

In the drop-down menu for User Type, select Media Server. Click Next.

g) For the Application Name, enter CRDirectApp.


h) For the Contact Address, enter sip:<extensionno>@FQDN of the Media Server
where extension number is the same as in step j. Click Next.
i)

Enter the Public (DID) Number.

j)

Enter an extension number (refer to Table 3-14 on page 3-10). Click Next.

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CRForward

k)

Enter a unique User ID Number.

l)

Enter a password. Click Next.

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m) Click Finish.
9.

Confirm that <systemID>CRDirect is included in the list as an OpenScape user.

C.2

CRForward

1.

In the Active Directory Users List, double-click <systemID>CRForward, then click the
Live Communications tab.

2.

Click Enable Live Communications for this use.

3.

For the SIP URI field, enter sip:<systemID>CRForward@domainname.

4.

For the Home Server field, select the FQDN of LC Server, then click Apply and OK.

5.

Expand the OpenScape snap-in.

6.

Expand User Management.

7.

Right-click the User Management window, then click Add User.

8.

In the Add New User window, do the following:


a) In the LC Home Server drop-down menu, select the LC Server name.
b) In the Search String, enter <systemID>CRForward. Click Browse...
c)

Click <systemID>CRForward. Then click OK.

d) Click Next.
e) In the OpenScape System drop-down menu, select the OpenScape system name.
f)

In the drop-down menu for User Type, select Media Server. Click Next.

g) For the Application Name, enter CRForwardApp.


h) For the Contact Address, enter sip:<extensionno>@FQDN of the Media Server
where extension number is the same as in step j. Click Next.
i)

Enter the Public (DID) Number.

j)

Enter an extension number (refer to Table 3-14 on page 3-10). Click Next.

k)

Enter a unique User ID Number.

l)

Enter a password. Click Next.

m) Click Finish.

C-2

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9.

C.3

Creating OpenScape Users for Media Server Routing


Creating Forwarding Rule Target

Confirm that <systemID>CRForward is included in the list as an OpenScape user.

Creating Forwarding Rule Target

1.

Expand the OpenScape snap-in and the server where CRForward is a member.

2.

Expand System Management.

3.

Click System Destination.

4.

Right-click on the System Destination Administration window, then select Add Destination.

5.

For the Destination Name field, enter VoiceMail.

6.

For the Contact Address field, enter sip:<systemID>CRForward@<domain_name>


where <domain_name> is your domain.

7.

For the Destination Type field, select Media Server from the dropdown menu.

8.

Click OK.

9.

Click Close on the System Destination Administration window.

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Creating Forwarding Rule Target

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Settings Changed by the Environment Preparation Tool
Root Domain

Settings Changed by the Environment Preparation


Tool

This tool

creates the following groups and accounts during OpenScape Environment Preparation in Chapter 8

sets permissions on Active Directory objects

sets CIM namespace permissions

D.1

Root Domain

D.1.1

Accounts and Groups

Object: CN=OpenScape Service


Object Default Name

OpenScape Service

D.1.2

Object Type

Group - Domain
Local

Members

Member of

Child Domain1\OSsvc
Child Domain2\OSsvc

Permissions

Object: CN=Global Settings, CN=RTC Service, CN=Microsoft, CN=System, DC=X


Permissions

Read Access

Trustee

OpenScape Service group of the root domain

Object: CN=OpenScape Global Settings, CN=Siemens, CN=System, DC=X (not set for
EDM Mode)
Permissions

Trustee

Read all properties, Write all properties


OpenScape Service group of the root doCreate all child objects, Delete all child objects main

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Child Domain Hosting OpenScape Servers

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Permissions on the Domain-DNS Object

OpenScape Service group is given the following access on the Domain-DNS object:

Read permission on RTCUserSearchPropertySet

Read permission on RTCPropertySet

Read Public information for User objects

Replicate Directory changes permission

Read/ Write/ Delete Permissions on SiemensOSPropertySet (not set for EDM Mode)

D.2

Child Domain Hosting OpenScape Servers

D.2.1

Accounts and Groups

Object: CN=OpenScape User


Object Default Name

OpenScape User

Object Type

Group - Domain
Local

Members

Member of

All OpenScape users


OSsvc
OSWeb
<systemID>OSUNS
<systemID>OSRTP
<systemID>SiemensCR
<systemID>SIemensIC
<systemID>CRDirect
<systemID>CRForward
OpenScape Admin
OpenScape Service

Object: CN=OpenScape Admin


Object Default Name

OpenScape Admin

D-2

Object Type

Group - Domain
Local

Members

OpenScape Service
<osinstaller>

Member of

OpenScape User
Administrator (Local on
OS, RD, TFA, EDM)

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Object: CN=OpenScape Service


Object Default Name

OpenScape Service

Object Type

Group - Domain
Local

Members

Member of

OSsvc
OSweb
<systemID>OSUNS
<osinstaller>
Child Domain2\OSsvc

OpenScape User
OpenScape Admin

Object: CN=OSsvc
Object Default Name

OSsvc

Object Type

User
Not LC User

Member of

OpenScape Service
Child Domain2\OpenScape Service
User Domain1\OpenScape Service
OpenScape User
RTCDomainUserAdmins
Administrators (local on OS, MCU, MS, RD)
RTC Server Applications (local on RD server)
IIS_WPG (local on OS server)

Object: CN=OSWeb
Object Default Name

OSWeb

Object Type

User
Not LC User

Member of

OpenScape User
OpenScape Service
IIS_WPG (local on OS server

Object: CN=<systemID>OSRTP
Object Default Name

<systemID>OSRTP

Object Type

User
SIP-enabled LC
User

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Member of

OpenScape User

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Child Domain Hosting OpenScape Servers

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Object: CN=<systemID>OSUNS
Object Default Name

<systemID>OSUNS

Object Type

User
SIP-enabled LC
User

Member of

OpenScape User
OpenScape Service
Administrators (local on OS server)

Object: CN=<osinstaller>
Object Default Name

Object Type

any but should be a pre- User


existing user

Member of

Domain Users
OpenScape Admin
OpenScape Service
RTCDomainUserAdmins
Administrators (local on OS, SQL, MCU, MS,
RD, TFA)

Object: CN=<systemID>SiemensCR
Object Default Name

Object Type

Member of

<systemID>SiemensCR User - SIP-enabled OpenScape User

Object: CN=<systemID>CRDirect
Object Default Name

<systemID>CRDirect

Object Type

Member of

User - SIP-enabled OpenScape User

Object: CN=<systemID>CRForward
Object Default Name

Object Type

Member of

<systemID>CRForward User - SIP-enabled OpenScape User

Object: CN=<systemID>SiemensIC
Object Default Name

<systemID>SiemensIC

D-4

Object Type

Member of

User - SIP-enabled OpenScape User


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D.2.2

Settings Changed by the Environment Preparation Tool


Child Domain Hosting OpenScape Servers

Permissions

Object: OpenScape User


Object type: Group
Permissions

Trustee

Full Control

OpenScape Service

Full Control

OpenScape Admin

Object: OpenScape Admin


Object type: Group
Permissions

Full Control

Trustee

OpenScape Service

Object: OSsvc
Object type: User
Permissions

Read/Write Access to all its properties

D.2.3

Trustee

OSsvc

Permissions on the Domain-DNS Object

OpenScape Service group is given the following access on the Domain-DNS object:

Read permission on RTCUserSearchPropertySet

Read permission on RTCPropertySet

Read Public information for User objects

Replicate Directory changes permission

Read/ Write/ Delete Permissions on SiemensOSPropertySet (not set for EDM Mode)

OpenScape Admin group is given the following access on the Domain-DNS object:

Read permission on RTCUserSearchPropertySet

Read permission on RTCPropertySet

Read Public information for User objects

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Child Domain Hosting OpenScape Servers

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Read Permissions on SiemensOSPropertySet (not set for EDM Mode)

D.2.4

Permissions on the Service Connection Point (Child of Computer


Object for Computers Hosting OpenScape Core, RD, TFA)

The following Service Connection Point is created: Siemens OpenScape


Object CN=Siemens OpenScape
Permissions

Trustee

Read Access, Read Access to all child objects Authenticated Users


Full Control

D.2.5

OpenScape Service group


<osinstaller> user

Permissions on the EDM Server

The following Service Connection Point is created: Siemens OpenScape


Object CN=Siemens OpenScape
Permissions

Trustee

Read Access, Read Access to all child objects Authenticated Users


Object CN=<EDM Server>
Permissions

Full Control

D.2.6

Trustee

OpenScape Service group


<osinstaller> user

Access Rights to the OpenScape Database

The OpenScape service group and OpenScape Admin group are provided db owner privileges.
The OpenScape User group has read permissions on the OpenScape databases.

D.2.7

Access Rights on the WMI CIM Repository (for servers hosting


OpenScape Core, RD, TFA, EDM, MCU, MS)

Some OpenScape settings are stored in the Windows Management Instrumentation (WMI)
Common Information Model (CIM) repository, therefore:
The following namespace is created: Root\Siemens\RTCB
Namespace: Root\Siemens\RTCB

D-6

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Settings Changed by the Environment Preparation Tool


Child Domains Containing User Objects Only

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Permissions

Trustee

Full Control

OpenScape Service group


OpenScape Admin group

Deny inherited rights

Everyone

Namespace: Root\CimV2
Permissions

Trustee

Full Control

OpenScape Service group


OpenScape Admin group

D.3

Child Domains Containing User Objects Only

D.3.1

Accounts and Groups

Object: CN=OpenScape Service


Object Default Name

OpenScape Service

D.3.2

Object Type

Group - Domain
Local

Members

Member of

Child Domain1\OSsvc Domain Users


Child Domain2\OSsvc

Permissions on the Domain-DNS Object

OpenScape Service group is given the following access on the Domain-DNS object:

Read permission on RTCUserSearchPropertySet

Read permission on RTCPropertySet

Read Public information for User objects

Replicate Directory changes permission

Read/ Write/ Delete Permissions on SiemensOSPropertySet (not set for EDM Mode)

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Child Domains Containing User Objects Only

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IPSec Security Settings
Overview

IPSec Security Settings

This appendix provides information and instructions about securing the communication between servers with Windows IPSec configured on the servers. It provides an authentication
"white list" to ensure that network messages are accepted only from configured servers, i.e. to
ensure that they do not come from an unauthorized endpoint. IPSec also provides privacy and
integrity-checking for network messages.

E.1

Overview

The procedures involve:

Setting up a custom MMC console

Creating a new IPSec policy

The IPSec policy involves securing communication between servers. OpenScape uses the IP
Security (IP Sec) Protocol provided by Windows 2000 and above. IPSec is used between the
following servers (refer to Table E-1 on page E-2 for list of supported configurations):

Media Server and the LC Server

Media Server and the OpenScape Server

MCU and the LC Server (if on different machines)

LCS and the OpenScape Server (if on different machines)

MCU and the OpenScape Server (if on different machines)

MC and MP (if on different machines)

LCS and Gateway (if it supports IPSec)

Note: It is not important where the SQL Server is located for the security settings.

>

NOTE: Logon with the <osinstaller> account to perform these IPSec security
settings.

You will be creating IPSec filters from Media Server, LCS, OpenScape and MCU (or MC and
MP) based upon the installation scenario.

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Overview

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Table E-1 lists the supported OpenScape installation scenarios.


Scenario Machine
A

Machine
B

LCS
OpenScape,
MC, and
MP

Media
Server

LCS,
Media
OpenServe
Scape MC

MP

LCS MC
and MP

Media
Serve

OpenScape

LCS and
OpenScape

Media
Serve

MC and
MP

LCS and
MC

Media
Serve

LCS

Table E-1

E-2

Machine
C

Machine
D

Machine
E

Machine
F

Machine
G

OpenScape

MP

MP (optional)

MP (optional)

MP (optional)

Media
Serve

MC and
OpenScape

MP

MP (optional)

MP (optional)

MP (optional

LCS and
OpenScape

Media
Serve

MC

MP

MP (optional)

MP (optional)

MP (optional)

LCS

Media
Serve

OpenScape

MC

MP

MP (optional)

MP (optional)

Machine
H

MP (optional)

Supported Installation Scenarios

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E.2

IPSec Security Settings


Creating a Custom MMC Console for IPSec Configuration

Creating a Custom MMC Console for IPSec Configuration

To create a custom IPSec configuration MMC snap-in for the local computer, on which IPSec
is being configured:
1.

From the Windows desktop, click Start-> Run, and in the Open textbox, type mmc, then
click OK.

2.

On the Console menu, click Add/Remove Snap-in.

3.

In the Add/Remove Snap-in dialog box, click Add.

4.

In the Add Standalone Snap-in dialog box, click IP Security Policy Management and then
click Add.

5.

Verify that the local computer is selected and click Finish.

6.

On the Add Standalone Snap-in dialog box, click Close.

7.

On the Add/Remove Snap-in dialog box, click OK.

8.

Click the File menu and select Save As

9.

Type a name (Example: IPSecPolicies) and click OK. You will then see the IPSecPolicies
Console Root window.

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Creating a New IPSec Policy for Media Server on the Media Server Server Machine

E.3

Creating a New IPSec Policy for Media Server on the Media Server
Server Machine

1.

From the IPSec Configuration MMC console menu, click IP Security Policies on Local
Computer and then click Create IP Security Policy.

2.

On the IPSecurity Policy Wizard welcome screen, click Next.

3.

Enter a name for this policy (required) and description (optional), then click Next.
For example, Name: Siemens OpenScape V2.0 IPSec Policy.

4.

On the Requests for Secure Communication dialog box, uncheck the Activate the default response rule check box and click Next.

5.

On the Completing the IP Security policy wizard dialog box, select the Edit Properties
check box, then click Finish.

6.

On the new policys properties window, click Add.

7.

On the Welcome to the Create IP Security Rule Wizard dialog box, click Next.

8.

On the Tunnel Endpoint dialog box, select This rule does not specify a tunnel, then
click Next.

9.

On the Network Type dialog box, select All network connections, then click Next.

10. Windows 2000 server only. On the Authentication Method dialog box, select Active
Directory default (Kerberos V5 protocol), then click Next. Ignore this step on Windows
2003 server.
11. On the IP Filter List dialog box, click Add.
12. In the Name file, enter a name for the Media Server IP Filter List. Enter a description also
in the Description field.
13. Complete Section E.3.1, Section E.3.2, and Section E.3.3.
14. On the IP Filter List dialog box, select the newly-created filter list that you created in step
12 above, then click Next.
15. On the Filter Action dialog box, select Require Security, then click Next.
16. Windows 2003 server only. On the Authentication Method dialog box, select Active Directory default (Kerberos V5 protocol), then click Next. Ignore this step on Windows
2000 server.
17. On the Completing the New Rule Wizard dialog box, uncheck Edit Properties if it is
checked, then click Finish.

E-4

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18. On the new policys properties dialog box, select the newly-created filter list that you created in step 12 above.
19. Proceed to Section E.7, Setting the Block Rule, on page E-21 to setup the Block Rule for
the Media Server.
20. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
21. On the MMC console, right-click the newly-created IPSec security policy and select Assign. This assigns the security policy to the machine and makes it active. Now you should
see Yes under Policy Assigned.

22. Continue to Section E.4 on page E-8.

E.3.1

Media Server to LC Server

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
Address dropdown menu, and enter the IP address of the LC Server machine in the IP
address field, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

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Creating a New IPSec Policy for Media Server on the Media Server Server Machine

7.

On the IP Protocol Port window, for source, select From any port. Then select To this
port and enter the trusted port number configured on LCS or 50000 (default). Click
Next.

8.

Click Finish.

9.

Continue to Section E.3.2.

E.3.2

LC Server to Media Server

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination Address dropdown menu and enter the IP address of the LC Server machine (refer to Table
3-12 on page 3-8) in the IP address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next).

7.

On the IP Protocol Port window, for source, select From any port. Then select To this
port and enter 5060 or the port number configured on Media Server for SIP messages
from LCS. Click Next.

8.

Click Finish.

9.

Continue to Section E.3.3.

E.3.3

Media Server to License Server (OpenScape)

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the OpenScape Server machine in the
IP Address field, then click Next.

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6.

On the IP Protocol Type window, select UDP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
4321 in the blank field for the port number, then click Next.

8.

Click Finish.

9.

Return to step 15 on page E-8.

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E.4

Creating a New IPSec Policy for LC Server on the LC Server


Machine

1.

Repeat steps 1 to 11 on page E-4.

2.

In the Name file, enter a name for the LC Server IP Filter List. Enter a description also in
the Description field.

3.

Complete Section E.4.1 and Section E.4.2.

4.

If LCS and MCU are on separate servers, then complete Section E.4.3 and Section E.4.4;
otherwise, go to next step.

5.

If LCS and OpenScape are on separate servers, then complete Section E.4.5; otherwise,
go to next step.

6.

Click OK (on Windows 2003 server) or Close (on Windows 2000 server).

7.

On the IP Filter List dialog box, select the newly-created filter list that you created in step
2 above, then click Next.

8.

On the Filter Action dialog box, select Require Security, then click Next.

9.

Windows 2003 server only. On the Authentication Method dialog box, select Active Directory default (Kerberos V5 protocol), then click Next. Ignore this step on Windows
2000 server.

10. On the Completing the New Rule Wizard dialog box, uncheck Edit Properties if it is
checked, then click Finish.
11. On the new policys properties dialog box, select the newly-created filter list that you created in step 2 above.
12. Proceed to Section E.7, Setting the Block Rule, on page E-21 to setup the Block Rule for
the LC Server.
13. If you do not have a gateway in your setup, skip this step. Otherwise, if the gateway does
not support IPSec (Vegastream, Mediatrix), proceed to Section E.4.7 on page E-12; if it
does, proceed to Section E.4.6 on page E-11.
14. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
15. On the MMC console, right-click the newly-created IPSec security policy and select Assign. This assigns the security policy to the machine and makes it active. Now you should
see Yes under Policy Assigned.
16. Continue to Section E.5 on page E-14.

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E.4.1

LCS to Media Server

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
Address dropdown menu and enter the IP address of the Media Server machine (refer to
Table 3-12 on page 3-8), then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, for source, select From any port. Then select To this
port and enter 5060 or the port number configured on Media Server for SIP messages
from LCS. Click Next.

8.

Click Finish.

9.

Continue to Section E.4.2.

E.4.2

Media Server to LCS

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination Address dropdown menu and enter the IP address of the Media Server Machine (refer to Table 3-12 on page 3-8), then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
the trusted port number configured on LCS or 50000 (default). Click Next.

8.

Click Finish.

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9.

Return to step 4 on page E-8.

E.4.3

>

LCS to MCU
This section and Section E.4.4 only apply if the LCS and MCU are on separate machines.

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the MCU Server machine (refer to Table
3-12 on page 3-8) in the IP Address field, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
5060 or the port number configured on the MCU server for SIP messages from LCS.
Click Next.

8.

Click Finish.

9.

Continue to Section E.4.4.

E.4.4

MCU to LCS

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the MCU Server machine in the IP Address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

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6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
the trusted port number configured on LCS or 50000 (default). Click Next.

8.

Click Finish.

9.

Return to step 5 on page E-8.

E.4.5

>

LCS to B2BUA (OpenScape Server)


This section only applies if the LCS and OpenScape Server are on separate machines.

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the OpenScape Server machine in the
IP Address field, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
21020 or the port number configured for B2BUA. Click Next.

8.

Click Finish.

9.

Return to step 6 on page E-8.

E.4.6

LCS to a Gateway that supports IPSec

This procedure applies only when you are using a gateway that supports IPSec. Ensure to setup IPSec on the gateway by referring to the gateway manufacturers documentation.
Do not perform this step If you do not have a gateway in your setup or if your gateway does not
support IPSec.

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Creating a New IPSec Policy for LC Server on the LC Server Machine

1.

From LCS: Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the gateway in the IP Address field, then
click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
the trusted port number configured on LCS or 50000 (default). Click Next.

8.

Click Finish.

9.

Return to step 15 on page E-8.

E.4.7

LCS to a Gateway that does not support IPSec

This procedure is required for gateways that does not support IPSec like Vegastream and Mediatrix. This filter allows a Gateway to connect to LCS trusted port in spite of setting the Block
Rule (Section E.7) that blocks connections to this port from any other IP addresses other than
OpenScape, MCU and Media Server.
1.

After adding the block rule from step 12 on page E-8, click Add.

2.

On the Security Rule Wizard window, click Next.

3.

On the Tunnel Endpoint window, select This rule does not specify a tunnel, then click
Next.

4.

On the Network Type window, select All network connections, then click Next.

5.

For Windows 2000 server only: Select Active Directory default (Kerberos V5 protocol), then click Next. This step does not appear on a Windows 2003 server

6.

On the IP Filter List window, click Add.

7.

On the next IP Filter List window, enter Allow Gateway in the Name field. Enter a description of the new IP filter in the Description field. Then click Add.

8.

On the IP Filter Wizard welcome window, click Next.

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9.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

10. On the IP Traffic Source window, select A specific IP Address from the Source address
dropdown menu, then enter the IP Address of the Gateway. Click Next.
11. On the IP Traffic Destination window, select My IP Address from the Destination address dropdown menu and click Next.
12. On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.
13. On the IP Protocol Port window, select From any port Then select To this port and enter
the trusted port number of the LC server. Click Next.
14. Click Finish.
15. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
16. Check the newly-created IP Filter List radio button, Allow Gateway and click Next.
17. On the Filter Action window, select the Permit radio button and click Next.
18. Uncheck Edit Properties if it is checked and click Finish.
19. Check Allow Gateway, then click Next.
20. On the Filter Action window, select Permit, then click Next.
21. Uncheck Edit Properties if checked, then click Finish.
22. On the Properties window, check Allow Gateway if not already done.
23. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
24. Return to step 15 on page E-8.

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E.5

Creating a New IPSec Policy for OpenScape on the OpenScape


Server Machine

1.

Repeat steps 1 to 11 on page E-4.

2.

In the Name file, enter a name for the OpenScape IP Filter List. Enter a description also in
the Description field.

3.

Complete Section E.5.1.

4.

If OpenScape and LCS are on separate servers, then complete Section E.5.2; otherwise,
skip to next step.

5.

If OpenScape and MCU are on separate servers, then complete Section E.5.3; otherwise,
skip to next step.

6.

Click OK (on Windows 2003 server) or Close (on Windows 2000 server).

7.

On the IP Filter List dialog box, select the newly-created filter list that you created in step
2 above, then click Next.

8.

On the Filter Action dialog box, select Require Security, then click Next.

9.

Windows 2003 server only. On the Authentication Method dialog box, select Active Directory default (Kerberos V5 protocol), then click Next. Ignore this step on Windows
2000 server.

10. On the Completing the New Rule Wizard dialog box, uncheck Edit Properties if it is
checked, then click Finish.
11. On the new policys properties dialog box, select the newly-created filter list that you created in step 2 above.
12. Proceed to Section E.7, Setting the Block Rule, on page E-21 to setup the Block Rule for
the OpenScape Server.
13. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
14. On the MMC console, right-click the newly-created IPSec security policy and select Assign. This assigns the security policy to the machine and makes it active. Now you should
see Yes under Policy Assigned.
15. Continue to Section E.6 on page E-17.

E.5.1

License Server (OpenScape) to Media Server

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

E-14

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3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the Media Server machine (refer to Table
3-12 on page 3-8) in the IP Address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select UDP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
4321 in the blank field for the port number, then click Next.

8.

Click Finish.

9.

Return to step 4 on page E-14.

E.5.2

>

B2BUA (OpenScape Server) to the LCS


This section only applies if the LCS and OpenScape Server are on separate machines.

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the OpenScape Server machine (refer to
Table 3-12 on page 3-8) in the IP Address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
the LCS trusted port number or 50000 (default). Click Next.

8.

Click Finish.

9.

Return to step 5 on page E-14.

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E.5.3

>

License Server (OpenScape) to MCU


This section only applies if the MCU and OpenScape Server are on separate machines.

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the MCU Server (refer to Table 3-12 on
page 3-8) machine in the IP Address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select UDP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
4321. Click Next.

8.

Click Finish.

9.

Return to step 6 on page E-14.

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E.6

IPSec Security Settings


Creating a New IPSec Policy for MCU on MCU Server Machine

Creating a New IPSec Policy for MCU on MCU Server Machine

1.

Repeat steps 1 to 11 on page E-4.

2.

In the Name file, enter a name for the MCU IP Filter List. Enter a description also in the
Description field.

3.

If MCU and LCS are on separate servers, then complete Section E.6.1 and Section E.6.2;
otherwise, skip to next step.

4.

If MCU and OpenScape are on separate servers, then complete Section E.6.3; otherwise,
skip to next step.

5.

If MC and MP are on separate servers, then complete Section E.6.4 and Section E.6.5;
otherwise, skip to next step.

6.

Click OK (on Windows 2003 server) or Close (on Windows 2000 server).

7.

On the IP Filter List dialog box, select the newly-created filter list that you created in step
2 above, then click Next.

8.

On the Filter Action dialog box, select Require Security, then click Next.

9.

Windows 2003 server only. On the Authentication Method dialog box, select Active Directory default (Kerberos V5 protocol), then click Next. Ignore this step on Windows
2000 server.

10. On the Completing the New Rule Wizard dialog box, uncheck Edit Properties if it is
checked, then click Finish.
11. On the new policys properties dialog box, select the newly-created filter list that you created in step 2 above.
12. Proceed to Section E.7, Setting the Block Rule, on page E-21 to setup the Block Rule for
the MCU Server.
13. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
14. On the MMC console, right-click the newly-created IPSec security policy and select Assign. This assigns the security policy to the machine and makes it active. Now you should
see Yes under Policy Assigned.
15. Continue to the next chapter.

E.6.1

>

MCU to LCS
This section and Section E.6.2 only apply if the LCS and MCU are on separate machines.

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1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the LC Server machine (refer to Table
3-12 on page 3-8) in the IP Address field, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
the trusted port number configured on LCS or 50000 (default). Click Next.

8.

Click Finish.

9.

Continue to Section E.6.2.

E.6.2

LCS to MCU

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the LC Server machine in the IP Address
field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
5060 or the port number configured on the MCU for SIP messages from LCS. Click
Next.

8.

Click Finish.

9.

Return to step 4 on page E-17.

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E.6.3

>

IPSec Security Settings


Creating a New IPSec Policy for MCU on MCU Server Machine

MCU to License Server (OpenScape)


This section only applies if OpenScape and MCU are on separate machines.

1.

Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the OpenScape Server machine (refer
to Table 3-12 on page 3-8) in the IP Address field, then click Next.

6.

On the IP Protocol Type window, select UDP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
4321. Click Next.

8.

Click Finish.

9.

Return to step 5 on page E-17.

E.6.4

>

MC to MP
This section and Section E.6.5 only apply if the MC and MP are on separate machines.

1.

From MC: Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select A specific IP Address from the Destination address dropdown menu. Enter the IP address of the MP machine (refer to Table 3-12 on
page 3-8) in the IP Address field, then click Next.

5.

On the IP Traffic Destination window, select My IP Address from the Source address
dropdown menu, then click Next.

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6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
2945. Click Next.

8.

Click Finish.

9.

Continue to Section E.6.5.

E.6.5

MP to MC

1.

From each MP: Click Add to add a filter.

2.

On the IP Filter Wizard window, click Next.

3.

On Windows 2003 Server, type the description (optional) and keep the Mirrored check box
checked. On Windows 2000, this step is not shown.

4.

On the IP Traffic Source window, select My IP Address from the Source address dropdown menu, then click Next.

5.

On the IP Traffic Destination window, select A specific IP Address from the Destination
address dropdown menu. Enter the IP address of the MC machine (refer to Table 3-12 on
page 3-8) in the IP Address field, then click Next.

6.

On the IP Protocol Type window, select TCP from the Select a protocol type dropdown
menu, then click Next.

7.

On the IP Protocol Port window, select From any port. Then select To this port and enter
2945. Click Next.

8.

Click Finish.

9.

Return to step 6 on page E-17.

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E.7

IPSec Security Settings


Setting the Block Rule

Setting the Block Rule

This mandatory configuration step must be performed to secure the trusted port of the LC Server on the LC server machine, B2BUA and license server ports on the OpenScape server machine, MCU and MEGACO ports on MCU server machine, and the Media Server port on the
Media Server machine. If this mandatory step is not performed, the LC server, B2BUA, and Media Server will be open to security breaches. This rule is set only for the Media Server, LCS,
OpenScape and MCU after the filters are set for those machines.
Complete the block rule for the specified server:
1.

After selecting the newly-created filter list, click Add.

2.

On the Security Rule Wizard welcome window, click Next.

3.

On the Tunnel Endpoint window, select This rule does not specify a tunnel, then click
Next.

4.

On the Network Type window, select All network connections, then click Next.

5.

For Windows 2000 server only: Select Active Directory default (Kerberos V5 protocol), then click Next. This step does not appear on a Windows 2003 server.

6.

On the IP Filter List window, click Add. Then in the new window, enter Block Port as the
name of the IP Filter List. Then click Add.

7.

On the IP Filter Wizard welcome window, click Next.

8.

For Windows 2003 Server only: Enter the description (optional) and keep the Mirrored
check box checked. On Windows 2000, this step is not shown.

9.

On the IP Traffic Source window, select Any IP Address from the Source address dropdown menu, then click Next.

10. On the IP Traffic Destination window, select My IP Address from the Destination address drop down menu, then click Next.
11. On the IP Protocol Type window, select port type from Table E-2 depending on the application, then click Next.

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IPSec Security Settings


Setting the Block Rule

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12. On the IP Protocol Port window, select From any port. Then select To this port and enter
the port number in Table E-2 depending on the application. Click Next.
Application (Server Machine)

Port Number
(refer to Table 3-13 on page 3-9)

Port Type

LC server machine

Trusted port # on LCS (50000)

TCP

B2BUA (OpenScape)

Port # configured on B2BUA for SIP messages from LCS (default is 21020)

TCP

License Server (OpenScape) See note below

Port # configured for License Server (default


is 4321)

UDP

Media Server

Port #r configured on Media Server to receive


SIP messages from LCS (default is 5060)

TCP

MCU (MCU)

Port # configured on MCU to receive SIP messages from MC (default is 5060)

TCP

MCU (MCU)

2945 (MEGACO port)

TCP

Table E-2

Port Number Allocation

13. Click Finish.


14. If two or more applications mentioned in Table E-2 are on the same server machine then
repeat steps 7 to 13 for those applications. NOTE: A block rule must be set for each of
these applications.
15. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
16. Select Block Port, then click Next.
17. In the Filter Action window, click Add.
18. On the Filter Action Wizard welcome window, click Next.
19. On the Filter Action Name window, enter Block in the Name field, then click Next.
20. On the Filter Action General Options window, select Block, then click Next.
21. Click Finish.
22. On the Filter Action window, select the newly-created Block, then click Next.
23. On Completing the New Rule WIzard window, uncheck Edit Properties if it is checked,
then click Finish.
24. On the Properties window, check the newly-created Block Port checkbox if not already
done.
25. Click OK (on Windows 2003 server) or Close (on Windows 2000 server).
26. Return to the section that asked to do this block rule.
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CheckSPN

OpenScape Installation - Tools, Utilities and Hints

This appendix describes the tools, utilities, and hints used to install OpenScape.

F.1

CheckSPN

CheckSPN is a utility that is available through LCS Administration tools. This utility may be used
to verify the Service Principal Name (SPN) for the system. If the SPN for a system is not registered, Kerberos communication is not possible.
To access this utility, installing the LCS Administration tools from the LCS package.
Additional information on this utility is available in the CheckSPNReadme in the Resource Kit.

F.2

MSMQ

To confirm that the Microsoft Messaging Queue Service (MSMQ) is running:


1.

In Control Panel, open Add or Remove Programs.

2.

Click Add/Remove Windows Components.

3.

Click Application Server and click Details.

4.

Verify that the status of the Message Queuing service is Started.

F.3

OpenScape RTC Tool

This GUI-based tool allows users to configure the desired RTC Settings without the need to go
into the RTC CIM repository directly. This tool should be run ONLY on those machines which
has the Microsoft Live Communications Server installed on them.
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USAGE:

This tool provides you with the following 8 options for perform various configuration tasks on
your LCS.

F.3.1

Display Current RTC Configuration

This option will only display the necessary RTC configuration settings that are already existing
on your LCS system. It will not create or update any settings as such. From this, you can analyze if you have the correct settings or not. If required you can copy the results from the output
screen and save it in a file for reference purposes. On the bottom of the screen youll see the
Results section which says what all settings are appropriate for OpenScape to function properly. Note: By default this tool takes the port as 50000. So, if you see a FAILED * message
succeeding it, that even though you have created a B2B communication port, it is okay, as you
can have a different non 50000 port configured on your system for OpenScape usage.

F.3.2

Create new RTC Port

This option will create a new port on your LCS so that your applications can communicate with
the LCS on that port. The screen looks like this:

F-2

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OpenScape RTC Tool

By default, the port value is set to 50000, which you can change as desired. Selecting the
Trusted or Un-trusted option will create this port as Trusted or Un-Trusted, respectively.

F.3.3

Set RTC Port Trusted/un-Trusted

This option will only set an already existing RTC port to Trusted or Un-Trusted as desired.
Note: This will not create a new RTC port.

F.3.4

Create new Static Route

This option will create a new Static Route based on the information as provided in the fields on
the following screen:

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Here the default port value has been set as 5060 but you can change it to whatever you need
top set it to. Match Uri is required in the format sip:. E.g. sip:*@siemens.com because this
will be the match pattern, and Next Hop is the FQDN of the domain or machine-name.fullyqualified-domain i.e. the destination where all messages that match the pattern set in the
Match Uri to this address.

F.3.5

Set Static Route Trusted/un-Trusted

This option will not create any new Static Routes; instead will only set an already existing Static
Route to Trusted or un-Trusted as desired. This task you can perform from the screen as displayed below:

F-4

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F.3.6

OpenScape Installation - Tools, Utilities and Hints


OpenScape RTC Tool

Create Application Uri

This option will help you create an new Application Uri as desired. For doing so, you will need
to provide all the information as requested in the fields as shown in the screen below:

Click Browse to browse though your system file system to get the file and location that you
may want to provide in the Script Path. This is not a mandatory field as you can have Application Uris that dont need a routing (i.e. a .am) script.

F.3.7

Re-Sequence Application Priority

This option will display a question dialog box confirming to you if you really perform the re-sequence operation or not.
Click Yes to re-sequence operation on the Siemens Routing Dispatcher specific Application
Uri that already exists on your LCS system. By re-sequence, it means that it will push the Application Uri entry for Siemens Routing Dispatcher to the top of the Application Priority list in
the LCS CIM tables. This will enable all messages (for which the application or service has registered for) to be first presented to the application which has used this Application Uri to register
with the LCS. Click No to not do any re-sequence operation.

F.3.8

Configure All OpenScape Specific RTC Settings

This option will help you configure setting on the LCS as required by OpenScape to function
properly. Only those fields for which information has been supplied by the user, those specific
settings will be performed. No other setting will be performed apart from that. This will be notified to the user in a message box in the form of a WARNING also. That way the user performing
this operation will know what all settings were done and what not. By default a few fields will be
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filled with default values. You can change them as desired. Note: When you have keyed in the
gateway names and/or the dial plan information, you must click + located on the right side of
the list to add it to that list. Without doing so, the Static Routes for that particular gateway will
not be created. Same case for the Global RTC Domain settings information, you must add it to
the list first and then click Perform RTC Configuration.
The screen for performing this task will look as shown in the figure below:

Click Clear to clear all contents from all fields as displayed on this screen. It will also delete and
empty the lists that you might have filled with the gateway or Global RTC Domain information.

F.4

OpenScape Scripting Framework

The OpenScape Scripting Framework provides a way to add multiple users to Active Directory,
and configure and enable them as Live Communications users. Additionally, Live Communications users can be automatically converted into OpenScape users with the OpenScape Scripting Framework.
Additional administration scripts are included with the OpenScape Scripting Framework, but
are not described in this document. Refer to the documentation inside the tool.
Installation

The OpenScape Scripting Framework tool is installed during OpenScape installation and is located in the \Siemens\OpenScape\tools folder, under ScriptingFW.

F-6

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OpenScape Scripting Framework

To launch the tool, double click OSScriptingFW.hta.


Recommendations

The tool should be run by a Domain Administrator, or a user with permissions to read and
modify Active Directory and the OpenScape Database.

The tool should be run on the OpenScape server.

Running the OpenScape Scripting Framework

F.4.1

Adding Users

1.

Double-click OSScriptingFW.hta.

2.

In the drop-down box labeled Categories, select OpenScape User Management.

3.

In the field labeled Tasks, select Create LCS Users.

4.

The following screen will appear.

Enter Script Parameters:

numUsers the number of user you wish to create.

OU the Organizational Unit the users will be added to.

sAMAccountName the base account name for the users (account names are indexed from 1 to number).

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telephoneNumber the base telephone number must contain only numeric digits.

lcServer the host name of the LC server.

5.

Verify that the data you entered is correct, then click Run Command. The following screen
will appear.

6.

You may verify that the users were created by opening Active Directory Users and Computers, expand the node representing your domain, and clicking on the newly created Organizational Unit.

F.4.2

Converting LCS Users to OpenScape Users

1.

In the drop-down box labeled Categories, select OpenScape User Management.

2.

In the field labeled Tasks, select Create LCS Users.

3.

The following screen will appear.

F-8

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Enter Script Parameters:

4.

ou the Organizational Unit containing the LC users to be converted. If not child of


current domain partition, then OU must be fully qualified name.

systemID the System ID of the OpenScape server the users will be assigned to.

numericID the base OpenScape Numeric ID (5 to 12 digits). Be sure that any number in this range does not yet exist in the database.

extension (optional) the base extension number used to build the Extension secondary AOR.

did (optional) the base DID number used to build the DID secondary AOR.

Verify that the data you entered is correct, then click Run Command. The following screen
will appear.

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To verify that the users were created, check the current list of OpenScape Users in Siemens OpenScape Management Console.

The Convert To OpenScape Users script can be used to convert any properly configured,
LCS enabled user into an OpenScape user by using the instructions described above. This provides system administrators with the convenience of converting large numbers of LCS enabled
users to OpenScape users quickly and automatically.

F.4.3

Displaying OpenScape Components on a Server or in a Domain

1.

In the Categories drop-down menu, select OpenScape User Management.

2.

In the Tasks field, select Create LCS Users.

3.

The following screen will appear.

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OpenScape Scripting Framework

4.

Verify that the data you entered is correct, then click Run Command.

5.

The following screen appears. Note the output contains the type, distinguished name in Active Directory, fully qualified hostname and version number. Depending on the type more
information is displayed such as the SystemID and SQL Server location for the OpenScape
Core Server.

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Enter Script Parameters (all optional but at least one must be checked):

Core - check if OpenScape Servers should be searched.

RD - check if OpenScape Routing Dispatcher Servers should be searched.

TFA - check if OpenScape Trace File Accumulators should be searched.

EDM - check if OpenScape Early Deployment Server should be searched.

domain - check if search should be conducted in the whole current domain.

hostname - search only on a specific host. Host must be in current domain. Overwrites domain checkbox. Default is localhost.

NOTE: This version does not display Media Servers or MCUs.

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F.5

OpenScape Installation - Tools, Utilities and Hints


SOS Script Tool for Serviceability Support

SOS Script Tool for Serviceability Support

To help serviceability, this tool provides snap shot information at any time. All necessary information is preserved in a text file.
This snap shot information can be used to verify prerequisites before deploying / installing the
OpenScape application or to confirm correct installation and configuration when problems are
encountered at a later time.
This information does not need to address the internal problems and errors of the OpenScape
application, which are to be addressed by the error reporting or trace facility as developed by
the project. These error reports provide more detail and accurate information for the internal
problems of the applications.
The tool is automatically installed as part of the OpenScape main installation. For details on
how to use this tool, refer to the SOS Script Tool for Serviceability Support document located
on the KMOSS website - document # INF-04-000232.

F.6

Different Storages of User Information

In HiPath OpenScape V2, the user information is stored in three different places, whereas, in
V1, it was only stored in the OpenScape Core MSSQL database.
In V1 and V2, HiPath OpenScape uses LCS and Windows user information from Active Directory.

F.6.1

HiPath OpenScape Core MSSQL Database XpSystem

As in V1, the HiPath OpenScape Core MSSQL database, XpSystem, contains the main user
information stored in these two tables:

XpUser

XpUserDynamic

These tables are synchronized by a HiPath OpenScape Active Directory Connector residing on
the OpenScape Server.
To access the XpSystem database, use Microsoft SQL Enterprise Manager and connect to the
SQL instance dedicated for HiPath OpenScape. By default the default instance is used.

F.6.2

User Attributes in Active Directory

In addition to the LCS user information Active Directory now also stores HiPath OpenScape
user information. A detailed description of the schema extension can be found in Chapter 5,
Active Directory Reference.

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The main HiPath OpenScape user attributes in Active Directory are:

siemensOSSecondaryAOR: users secondary addresses of record

siemensOSHomeServer: the HiPath OpenScape server the user is homed at

siemensOSEnabled: indicates whether the user is enabled for HiPath OpenScape

siemensOSDevices: stores the mac addresses of the devices assigned to a user

siemensOSRequiredData: user data required to recreate user in DB restore cases

The main LCS user attributes in Active Directory used by HiPath OpenScape are:

msRTCSIP-PrimaryUserAddress: users primary address of record

msRTCSIP-PrimaryHomeServer: the LC server (or pool) the user is homed at

msRTCSIP-UserEnabled: indicates whether the user is enabled for LCS

The main Windows user attributes in Active Directory used by HiPath OpenScape are:

displayName: users display name

mail: users email address

telephoneNumber: users telephone number

samAccountName: users windows account name

msExchHomeServerName: users exchange server

Note: Running HiPath OpenScape in Early Deployment Mode (EDM) does not require a Active
Directory schema extension. For more details, see Chapter 6, Setting up OpenScape in Early
Deployment Mode (EDM).
F.6.2.1

Viewing These User Attributes

These Active Directory user attributes can be best viewed using ADSI Edit or LDP.exe. Both
tools are known as the Support Tools and are available on the Windows Server 2000 or Windows Server 2003 operating system CD in the \ENGLISH\WIN2003\ENT\SUPPORT\TOOLS
folder. Install the support tools by running SUPTOOLS.MSI (Support.cab in some versions).
Using ADSI Edit:

1.

Add the ADSI Edit snap-in into MMC, or just run adsiedit.msc.

2.

Connect to your Domain (local domain is the default).

3.

Expand Domain, your Domain (e.g. DC=deep,DC=sea,DC=com) and the Users folder.

4.

Choose a user object, right-click and select Properties.

5.

Scroll down until the attributes starting with siemens appear.

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Different Storages of User Information

Using LDP:

1.

Logon to the domain controller with the <osinstaller> account.

2.

Start Ldp.exe which should be found at C:\Program Files\Support Tools\LDP.exe.

3.

On the Connection menu, click Connect and enter the domain (e.g. deep.sea.com) and
then click OK.

4.

On the Connection menu, click Bind and then click OK. This will use the default credentials of the logged in user. If not logged in with <osinstaller> or Domain Admin, enter the
<osinstaller> account information.

5.

On the View menu, click Tree, and then click OK.

6.

In the left pane, browse to the desired user and view its attributes in the right pane.

F.6.2.2

Viewing these User Attributes in EDM mode

In EDM mode the user attributes are stored in ADAM. The ADAM schema is created as part of
the EDM installation.

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LDP.exe usage is identical when connecting to AD or ADAM. To connect to ADAM specify the
ADAM server to connect to and bind using the <osinstaller> account.
As part of the ADAM installation ADAM ADSI Edit is installed that is equivalent to ADSI Edit
but used with ADAM. Refer to ADAM documentation for more details on ADAM ADSI Edit. Connect with <osinstaller> privileges.

F.6.3

HiPath OpenScape Tables in LCS (RTC) MSDE Database

The HiPath OpenScape Routing Dispatcher which is installed on a LC server uses five database tables that are created in the LCS (RTC) MSDE database RTC. The tables are:

OsUsers

OsHomeServer

OsAorConflicts

OsAor

OsAdcReplicationCookie

These tables are used by the RD for routing purposes and mainly contain a mapping from a
SIP URI to a HiPath OpenScape server. These tables are synchronized by a HiPath OpenScape Active Directory Connector residing on the LC server.
F.6.3.1

Accessing this Database

By default the LCS MSDE instance is named RTC. HiPath OpenScape requires the LC instance to be named RTC.

>

F-16

Note: If LCS runs on a computer with no MSSQL installed, the Client Tools Only
needs to be installed. From the MSSQL standard or enterprise edition CD, select
SQL Server 2000 Components -> Install Database Server. Go through the initial install screens until you see the following screen and select Client Tools Only. Go
through the remaining install screens and install the client tools.

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To connect to the RTC database open SQL Server Enterprise Manager and do the following:
1.

Expand Microsoft SQL Servers.

2.

Right-click SQL Server Group and select New SQL Server Registration.

3.

Click Next on the first pop-up window.

4.

On the Register SQL Server Wizard screen, under Available servers enter the RTC
server database (i.e. computer_name\RTC). If RTC runs on the local computer, enter (LOCAL)\RTC.

5.

Then click Add, then Next.

6.

On the next two windows, click Next and then Finish.

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You should now be able to navigate to the RTC database and see the above mentioned
tables.

>
F.7

Note: By default, LCS disables connecting the LCS MSDE database remotely.
Therefore, logon to the LC Server and use (local)RTC to connect to the database.

ConvertAdmins

This tool allow members of protected groups in Active Directory to be OpenScape Users.
The protected groups in Active Directory are:

Administrators

Account Operators

Server Operators

Print Operators

Backup Operators

Domain Admins

Schema Admins

Enterprise Admins

Cert Publishers

The members of these groups or users who were once a member of these groups have their
AdminCount set as 1.
For further details please refer to http://support.microsoft.com/default.aspx?kbid=817433.

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F.7.1

OpenScape Installation - Tools, Utilities and Hints


ConvertAdmins

Usage

/? Help
/L The full path of the log file, if logging is desired.
/TRUSTEE The name of the trustee to be given permissions (recommended OpenScape Admin). The format is domain\user. E.g. if the domain name is DEV the switch would be /TRUSTEE DEV\OpenScape Admin
/SQLSERVER The name of the SQL Server to read the list of OpenScape users. E.g. if the
name of the SQL Server host is SQLServ1, and the default instance is used (MSSQLSERVER),
the switch would be /SQLSEVER SQLServ1. If a named instance is used, say OSInstance1,
the switch would be /SQLSEVER SQLServ1\OSInstance1
/USERS A comma separated list of users. If this list is provided, the /SQLSERVER switch is
ignored, and the users are read from the user list. The format of the users should be in the domain\user format. E.g if user1, user2 and user3 in the DEV domain are members of protected
groups and need to be OpenScape users, the switch would be /USERS
DEV\user1,DEV2\user2,DEV\user3.
/M Represents the Mode. The user list can be provided using the /USERS switch or the users
can be read from the SQL database by providing the /SQLSERVER switch. Can have one of
the following values:
DISPLAY Providing this mode will display all users that are members of protected
groups.

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DELETE Delete all users from OpenScape database (valid only with the /SQLSERVER
switch)
ADDACE Enables the trustee to read/ write the SiemensPropertySet for such users.
DELACE Removes the ACE setting (to read/ write SiemensPropertySet) from the trustee
for such users.
DISPLAYACE It lists all such users for which the trustee has been given permissions to
read/ write SiemensPropertySet.

F.7.2
1.

Usage Scenarios

Upgrade from OpenScape V1 to V2

OpenScape V1 allowed members of protected groups to be OpenScape users. In OpenScape V2, this is not allowed by default. In order to upgrade from V1 to V2, these users
must be handled in one of the following ways:
a) Adding permissions to read/ write SiemensPropertySet to a trustee (such as the installer account, or the OpenScape Admin group) for these users. (user the /ADDACE
mode, the /SQLSERVER and the /TRUSTEE switches).
b) Deleting these users from OpenScape (use the /DELETE mode, the /SQLSERVER
and the /TRUSTEE switches).
2.

Migration from EDM mode to Production mode

In order to upgrade from EDM to Production mode, the OpenScape users that are members of a protected group must be handled in one of the following ways:
a) Adding permissions to read/ write SiemensPropertySet to a trustee (such as the installer account, or the OpenScape Admin group) for these users. (user the /ADDACE
mode, the /SQLSERVER and the /TRUSTEE switches).
b) Deleting these users from OpenScape (use the /DELETE mode, the /SQLSERVER
and the /TRUSTEE switches).
3.

Before adding new OpenScape users that are members of the protected groups

a) Use the /ADDACE mode, the /TRUSTEE switch and provide the list of users using the
/USERS switch.
4.

The trustee needs to be changed

a) Use /DELACE mode, /SQLSERVER and /TRUSTEE switch to provide the old trustee
name.
b) Use the /ADDACE mode, /SQLSERVER and /TRUSTEE switch to provide the new
trustee name.

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Required Licenses and Software Prerequisites
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Required Licenses and Software Prerequisites

This appendix provides information about OpenScape licenses.

G.1

Infrastructure Components

CAL = Client Access License


Component

Server License
required?

MS Exchange Server
2000/2003

CALs
required?

CAL License
Type

Quantity

User Mode

1 Server license + 1
CAL/user
Note 1

Yes but none spe- Yes but none


cific to Openspecific to
Scape
OpenScape

MS LCS
Version 1.0.4949

Yes

Yes
Note 1

Active Directory Application Mode (ADAM)


Note 2

No

No

Note 1: If the customer is licensed for Microsoft Exchange under Software Assurance or an
Enterprise Agreement before October 1, 2003, the customer is likely already licensed for Live
Communications Server 2000. Refer to Microsoft for details as licensing provisions are subject to change at Microsofts discretion. Some helpful links are: http://www.microsoft.com/education/?id=livecommservertransition and http://www.microsoft.com/office/livecomm/howtobuy/
default.mspx.
Note 2: Active Directory Application Mode (ADAM) is a part of Microsofts fully integrated
directory services available with Windows Server 2003. ADAM can be downloaded at http://
www.microsoft.com/downloads/details.aspx?FamilyId=9688F8B9-1034-4EF6-A3E52A2A57B5C8E4&displaylang=en.

G.2

OpenScape Application Server

Component

Server License
required?

CALs
required?

License Type

Quantity

OpenScape Base
Package

Yes

n/a

User

1 Server license + user license in package of 25

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Required Licenses and Software Prerequisites


OpenScape Administration Clients

Nur fr den internen Gebrauch

Component

Server License
required?

CALs
required?

License Type

Quantity

OpenScape User
Package

n/a

Yes

User

Additional 25 user license


package

OpenScape Management Console

No

No

OpenScape
Routing Dispatcher

No. Included in
OpenScape
Base Package

No

n/a

n/a

MS Windows
Server 2003
Standard or Enterprise Edition

Yes

Yes

User Mode
CAL, and
Server Mode
server

1 CAL per user; Server


comes with initial 25
CALs; No CALs required
for Gateway

MS SQL Server
2000 and SP 3
Standard or Enterprise Edition

Yes

No

Processorbased
Note 1

1 Server license only

OpenScape EDM No, included in


OpenScape
Base Package

No

n/a

n/a

Microsoft ADAM
(refer to Note 2 in
Section G.1)

No

n/a

n/a

No

Note 1: Refer to www.microsoft.com/licensing.

G.3

OpenScape Administration Clients

The only license needed per client is MS Windows 2000, MS Windows 2003, or MS XP Professional.

G.4

MCU

Component

Server License
required?

CALs required?

License
Type

Quantity

OpenScape MCU

No. Covered in the Base


OpenScape license for up to
full 288 ports on 4 servers

No

n/a

n/a

G-2

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Routing Dispatcher

Nur fr den internen Gebrauch

Component

Server License
required?

CALs required?

MS Windows Yes. One for each server. Up No. Only one set of
Server 2003
to 4 servers may be required CALs is sufficient to
Standard or Ento support all 288 ports
access all Win200x
terprise Edition
servers

G.5

License
Type

Quantity

Server

Routing Dispatcher

Nothing needed since it is installed on the LC Server.

G.6

Trace File Accumulator (TFA)

TFA requires a Windows 2003 Server or XP license but no CALs required.

G.7

Early Deployment Mode (EDM)

ADAM requires Windows 2003 but no CALs.

G.8

Media Server

Component

OpenScape
Media Server

Server License
required?

CALs required?

No. Included in
No CALs.
Base OpenScape Thirty Media Server
system
ports included but additional ASR/TTS
sessions licenses
may be required

CAL
License
Type

Quantity

n/a

1 ASR/TTS session
is provided in Base
OpenScape package. Up to 29 more
may be purchased.

MS Windows
2000 Advanced
Server + SP4 minimum
Standard Edition

Yes

No. Only one set of


CALs is sufficient to
access all Win200x
servers. Note 3

User

n/a

Speechify TTS
Scansoft V2.0

Yes. Already in
OpenScape
product structure

No

No

n/a

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End Points

Nur fr den internen Gebrauch

Component

Server License
required?

CALs required?

CAL
License
Type

Quantity

OSR Scansoft

Yes. Already in
OpenScape
product structure

No

n/a

n/a

MSDE 2000 +
SP3

No with purchase
of Win2K Server

No

n/a

n/a

VocalOS
(Vocalocity)

No with purchase
of Win2K Server

No

n/a

n/a

Note 3: According to Microsoft, the fact that no additional CALs are required for the Media
Server is based on the assumption that all access to the Media Server is directed through
OpenScape and LCS. If in the future, we decided to add features to the Media Server that may
enable direct access to it (without going through OpenScape), additional Windows CALs may
be required.

G.9

End Points
End Point

Server License
required?

CALs
required?

CAL
License Type

Quantity

OptiPoint 400

n/a

Already covered
by OpenScape
user license

n/a

n/a

Windows Messenger
Version 5.0

n/a

n/a

n/a

n/a

MS Windows 2000 or
MS Windows XP Professional

n/a

n/a. Part of client


machine

n/a

n/a

G-4

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OpenScape Order Examples

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G.10

OpenScape Order Examples

This section shows three examples of OpenScape V2.0 orders and lists all the required components. The examples include some variations in Microsoft licensing agreements.
Item

Number of OpenScape users; accessible from various endpoints like multiple PCs, SIP phone, voice/self-service portals

150

90

400

Number of conferencing ports

72

30

150

Additional ASR/TTS ports

10

25

Number of ports in SIP Gateway that connects OpenScape to


the customers PBX

48

24

4 x 48

Number of Siemens SIP phones

70

10

100

Software Assurance (SA) for Exchange Agreement)

No

Yes

Yes

Enterprise Agreement

No

No

Yes

OpenScape Basic Package(25 users, including service)

25 user packages

15

Additional ASR ports

10

25

Additional TTS ports

10

25

HiPath OpenScape Design


For the customer specific consulting and creation of the solution design including deployment, test and training concept.
Based on results of analysis phase, the customers requirements will be transformed into a specific solution design.

Hourly

Hourly

Hourly

HiPath OpenScape Integration


For the integration in the customer-specific environment

Hourly

Hourly

Hourly

HiPath OpenScape Training


For the customer specific creation and implementation of customer training which reflects the customers specific solution
implementation

Hourly

Hourly

Hourly

Win2003 Server license for the OpenScape server

LC Server license for the OpenScape server

Customer Configuration

OpenScape Components

HiPath OpenScape Professional Services Packages*

Microsoft Components

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OpenScape Order Examples

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Item

Win2003 Server license for the MCU Server

Win2000 Advanced Server license for the Media Server, 30


ports included

Processor-based SQL Server 2000 license

Windows server user-mode CALs. With a single CAL, each


user will be able to access any of the Win2000/Win2003 servers from any device

150

90

LCS user-mode CALs (LCS license includes 5 CALs)

145

Exchange 2000/2003, AD and the client licenses for the XP/


Win2K client machines are considered as pre-requisite with no
additional licenses required by OpenScape
Additional Equipment

Vega100 48-channel gateway (service extra)

*Note: For the successful implementation of the HiPath OpenScape project, HiPath OpenScape Professional Services are required (refer to HOSc PS description).

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Pre-Requisites

Upgrade - Production Mode with Upgrade of Media


Server Software

H.1

Pre-Requisites

The domain should be in native mode. If it is in mixed mode, you need to raise its functional
level to native mode (using AD Domains and Trusts snap-in).

For System Preparation, the OpenScape Logon User (the current user logged on when
OpenScape is being installed), should be an existing Domain user.

It is recommended to prepare Config.XML file before beginning upgrade. The file


should reflect your OpenScape system layout.

H.2

Environment Preparation for Upgrade from V1-SPCR to V2

H.2.1

Forest Preparation

For details on how to do the following steps, refer to Chapter 7, Setting Up a Forest in Production Mode.

Log on as the Schema Admin or the Enterprise Admin.

Copy all the Forest Preparation related files from the CD.

Validate the Forest.

Depending on the validation results, prepare the Forest or continue.

H.2.2

Root Domain Preparation

For details on how to do the following steps, refer to Section 8.7, Root Domain Preparation and
Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the Root domain.

Depending on the validation results, prepare the Root Domain or continue.

H.2.3

Domain Preparation

For details on how to do the following steps, refer to Section 8.8, OpenScape System Domain
Preparation and Verification.
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Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Validate the domain.

Depending on the validation results, prepare the Domain or continue.

>

Note: If there is more than one OpenScape System in the same child domain, the
old OpenScape Service group has to remain as it is for V1 OpenScape to co-exist
with V2 OpenScape. Therefore, the domain prep will automatically rename the old
group to OpenScape Service V1 and copy all its members to the new group.
Only a restart of the remaining V1 systems in the same child domain is required.

H.2.4

Add Domain to Root Domain

For details on how to do the following steps, refer to Section 8.10, Root Domain Membership
and Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the root domain membership.

Depending on the validation results, add the Domain or continue.

H.2.5

System Preparation - OpenScape

For details on how to do the following steps, refer to Section 8.13, OpenScape System Preparation and Verification.

H-2

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Before doing the System Preparation, please check the current status of the Forest
and Domains.

Validate the Forest.

Validate the root domain.

Validate the domain.

Validate the Root Domain Membership.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the OpenScape System.


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H.2.6

Depending on the validation results, prepare the System or continue.

System Preparation - RD (LCS Server)

For details on how to do the following steps, refer to Section 8.14, Routing Dispatcher/LCS
System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the RDS.

Depending on the validation results, prepare the System or continue.

H.2.7

System Preparation - TFA

For details on how to do the following steps, refer to Section 8.17, TFA System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the TFA.

Depending on the validation results, prepare the System or continue.

H.2.8

System Preparation - MCU

This section is only required if MCU resides on a separate Server.


For details on how to do the following steps, refer to Section 8.16, MCU System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the MCU.

Depending on the validation results, prepare the System or continue.

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H.3

Upgrade Software

H.3.1

Backup the OpenScape Database

Log on with the installer account created by the system preparation.

Backup the OpenScape DB Using the OMC (use help if needed).

H.3.2

Uninstall OpenScape and keep the Database

Log on with the installer account created by the system preparation.

Uninstall OpenScape core and OMC.

If OpenScape and MCU are installed on one server, then

H.3.3

Uninstall MCU (refer to Section A.4.5 on page A-6).

Check for Admins as OpenScape Users

In OpenScape V1, we might have some accounts as OpenScape Users that might have the
AdminCount attribute set in Active Directory. These accounts are members of some protected
groups in Active Directory. These accounts are protected for security reasons, and do not inherit the access rights.
These users cannot be upgraded as such from V1-V2.
To successfully upgrade users from V1 to V2, the following options are available:

Remove these admin accounts from OpenScape. This option requires OpenScape Admin
privileges.

Provide additional permissions to the OpenScape Admin group to be able to set OpenScape specific attributes of these users. In particular: Read access rights to: Public Info,
RTCPropertySet, RTCUserSearchPropertySet, SiemensOSPropertySet and write access
rights to the SiemensOSPropertySet. This option requires Domain Admin privileges.

To delete Admin Users from OpenScape, follow the instructions below:

1.

Log on as the OS Installer or a member of the OpenScape Admin group on the child domain being prepared.

2.

Copy the ConvertAdmins.exe and Interop.ActiveDS.dll files from the OpenScape EPT
folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type

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ConvertAdmins /m DELETE /SQLSERVER <sqlserver> /L <logfile>.

5.

All the OpenScape Users with AdminCount as 1 will be deleted from OpenScape.

6.

Proceed to upgrade the system.

To grant permissions to the OpenScape Admin group and retain these users in OpenScape, follow the instructions below:

1.

Log on as the Domain Administrator of the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m ADDACE /SQLSERVER <sqlserver> /L <logfile> /TRUSTEE <Domain>\OpenScape Admin.

5.

The appropriate permissions shall be granted to the OpenScape Admin group for all the
OpenScape users with AdminCount as 1.

6.

Proceed to upgrade the system.

H.3.4

Install OpenScape

For details on how to do the following steps, refer to Chapter 9, Installing OpenScape.

Log on with the installer account created by the system preparation.

To install a new bind, after you removed all old OpenScape applications, make sure
your system is cleaned up:

Check that all Siemens BC files are gone from the C:\Windows\Assembly folder.

Check that all Siemens services are removed.

Install OpenScape Core.

Install OMC.

H.3.5

Uninstall Routing Dispatcher (RTC Extension)

Remove RTC Extension by using the Add/Remove Programs from the Control Panel.

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H.3.6

Install Routing Dispatcher

For details on how to do the following steps, refer to Section 9.3, Installing the OpenScape
Routing Dispatcher.

H.3.7

Log on with the installer account created by the system preparation.

Uninstall MCU (only if installed on a separate Server)

Refer to Section A.4.5, OpenScape MCU Uninstall.

H.3.8

Install MCU (only if installed on a separate Server)

For details please refer to Chapter 12, Installing OpenScape MCU.

H.3.9

Uninstalling ComResponse V1 and V1 Third Party Software

Be sure to be logged on as the user that installed the software before using Add/Remove Programs.
1.

From the Service Control panel, select Siemens HPCR Startup Windows Service and
stop this service. Also select Siemens HPCR StoreEventService Windows Service and
stop this service.

2.

From the Control Panel > Add/Remove Programs:


Remove HiPath ComResponse.
Save the database when prompted (recommended).

3.

From the Control Panel > Add/Remove Programs, remove the following components:
Sun Java 2 Runtime Environment, SE V1.4.1
Realspeak and/or L&H Telecom Realspeak SAPI4 V3...
Microsoft Speech API
SpeaKING Engine SAPI4
HiPath CAP Fault Management V1.0
Microsoft SQL Server Desktop Engine (IWR)
Microsoft Internet Explorer WebControls
.NET Framework 1.1 Hotfix (KB821156)
.NET Framework 1.1

H-6

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.NET Framework 1.0 (if installed)


4.

Remove Web Telephony Engine by doing the following:


a) Open a command prompt and go to the C:\Program Files\Web Telephony Engine\ directory.
b) For each ms*.dll in the directory, execute regsvr32 /u <ms*.dll>. For example,
regsvr32 /u MSWTECOM.DLL
regsvr32 /u MSWTESHR.DLL
regsvr32 /u MSWTESNP.DLL
c)

Restart the Media Server computer.

d) Delete the Web Telephony Engine folder and all subfolders located at C:\Program
Files\Web Telephony Engine.
e) From the Control Panel > Add/Remove Programs, remove the Web Telephony Engine
instance.

H.3.10

System Preparation - Media Server

For details on how to do the following steps, refer to Section 8.15, Media Server System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the Media Server.

Depending on the validatIon results, prepare the System or continue.

H.3.11

Pre-installation of the Media Server

Please refer to Chapters 3 and 4 of the Media Server Installation document.

H.3.12

Install Third Party Software

Please refer to Chapter 5 of the Media Server Installation document.

H.3.13

Install Media Server

Please refer to Chapter 6 of the Media Server Installation document.


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H.3.14

Cleanup Old Groups and Accounts

After upgrading all OpenScape Systems in this domain to V2, the following groups and accounts are no longer needed:

OpenScape Service V1 group

Account <SystemID>OSsrv

Delete the group and account using the AD Users and Computers Snap-in.
The phones may need to be rebooted after an upgrade is done.

H-8

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Pre-Requisites

Upgrade - Production Mode with Re-Install of


Media Server PC

I.1

Pre-Requisites

The domain should be in native mode. If it is in mixed mode, you need to raise its functional
level to native mode (using AD Domains and Trusts snap-in).

For System Preparation, the OpenScape Logon User (the current user logged on when
OpenScape is being installed), should be an existing Domain user.

It is recommended to prepare Config.XML file before beginning upgrade. The file


should reflect your OpenScape system layout.

I.2

Environment Preparation for Upgrade from V1-SPCR to V2

I.2.1

Forest Preparation

For details on how to do the following steps, refer to Chapter 7, Setting Up a Forest in Production Mode.

Log on as the Schema Admin or the Enterprise Admin.

Copy all the Forest Preparation related files from the CD.

Validate the Forest.

Depending on the validation results, prepare the Forest or continue.

I.2.2

Root Domain Preparation

For details on how to do the following steps, refer to Section 8.7, Root Domain Preparation and
Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the Root domain.

Depending on the validation results, prepare the Root Domain or continue.

I.2.3

Domain Preparation

For details on how to do the following steps, refer to Section 8.8, OpenScape System Domain
Preparation and Verification.
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Environment Preparation for Upgrade from V1-SPCR to V2

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Validate the domain.

Depending on the validation results prepare the Domain or continue.

>

Note: If there is more than one OpenScape System in the same child domain, the
old OpenScape Service group has to remain as it is for V1 OpenScape to co-exist
with V2 OpenScape. Therefore, the domain prep will automatically rename the old
group to OpenScape Service V1 and copy all its members to the new group.
Only a restart of the remaining V1 systems in the same child domain is required.

I.2.4

Add Domain to Root Domain

For details on how to do the following steps, refer to Section 8.10, Root Domain Membership
and Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the root domain membership.

Depending on the validation results, add the Domain or continue.

I.2.5

System Preparation - OpenScape

For details on how to do the following steps, refer to Section 8.13, OpenScape System Preparation and Verification.

I-2

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Before doing the System Preparation, please check the current status of the Forest
and Domains.

Validate the Forest.

Validate the root domain.

Validate the domain.

Validate the Root Domain Membership.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the OpenScape System.


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I.2.6

Upgrade - Production Mode with Re-Install of Media Server PC


Environment Preparation for Upgrade from V1-SPCR to V2

Depending on the validation results, prepare the System or continue.

System Preparation - RD (LCS Server)

For details on how to do the following steps, refer to Section 8.14, Routing Dispatcher/LCS
System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the RDS.

Depending on the validation results, prepare the System or continue.

I.2.7

System Preparation - TFA

For details on how to do the following steps, refer to Section 8.17, TFA System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the TFA.

Depending on the validation results, prepare the System or continue.

I.2.8

System Preparation - MCU

This section is only required if MCU resides on a separate Server.


For details on how to do the following steps, refer to Section 8.16, MCU System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the MCU.

Depending on the validation results, prepare the System or continue.

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Upgrade Software

I.3

Upgrade Software

I.3.1

Backup the OpenScape Database

Log on with the installer account created by the system preparation.

Backup the OpenScape DB Using the OMC (use help if needed).

I.3.2

Uninstall OpenScape and Keep the Database

Log on with the installer account created by the system preparation.

Uninstall OpenScape core and OMC.

If OpenScape and MCU are installed on one server, then

I.3.3

Uninstall MCU (refer to Section A.4.5, OpenScape MCU Uninstall).

Check for Admins as OpenScape Users

In OpenScape V1, we might have some accounts as OpenScape Users that might have the
AdminCount attribute set in Active Directory. These accounts are members of some protected
groups in Active Directory. These accounts are protected for security reasons, and do not inherit the access rights.
These users cannot be upgraded as such from V1-V2.
To successfully upgrade users from V1 to V2, the following options are available:

Remove these admin accounts from OpenScape. This option requires OpenScape Admin
privileges.

Provide additional permissions to the OpenScape Admin group to be able to set OpenScape specific attributes of these users. In particular: Read access rights to: Public Info,
RTCPropertySet, RTCUserSearchPropertySet, SiemensOSPropertySet and write access
rights to the SiemensOSPropertySet. This option requires Domain Admin privileges.

To delete Admin Users from OpenScape, follow the instructions below:

1.

Log on as the OS Installer or a member of the OpenScape Admin group on the child domain being prepared.

2.

Copy the ConvertAdmins.exe and Interop.ActiveDS.dll files from the OpenScape EPT
folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type

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Upgrade Software

ConvertAdmins /m DELETE /SQLSERVER <sqlserver> /L <logfile>.

5.

All the OpenScape Users with AdminCount as 1 will be deleted from OpenScape.

6.

Proceed to upgrade the system.

To grant permissions to the OpenScape Admin group and retains these users in OpenScape, follow the instructions below:

1.

Log on as the Domain Administrator of the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m ADDACE /SQLSERVER <sqlserver> /L <logfile> /TRUSTEE <Domain>\OpenScape Admin.

5.

The appropriate permissions shall be granted to the OpenScape Admin group for all the
OpenScape users with AdminCount as 1.

6.

Proceed to upgrade the system.

I.3.4

Install OpenScape

For details on how to do the following steps, refer to Chapter 9, Installing OpenScape.

Log on with the installer account created by the system preparation.

To install a new bind, after you removed all old OpenScape applications, make sure
your system is cleaned up:

Check that all Siemens BC files are gone from the C:\Windows\Assembly folder.

Check that all Siemens services are removed.

Install OpenScape Core.

Install OMC.

If OpenScape and MCU are installed on one server:

I.3.5

Install MCU.

Uninstall Routing Dispatcher (RTC Extension)

Remove RTC Extension by using the Add/Remove Programs from the Control Panel.

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I.3.6

Install Routing Dispatcher

For details on how to do the following steps, refer to Section 9.3, Installing the OpenScape
Routing Dispatcher.

Log on with the installer account created by the system preparation.

I.3.7

Uninstall MCU (only if installed on a separate Server)

Refer to Section A.4.5, OpenScape MCU Uninstall.

I.3.8

Install MCU (only if installed on a separate Server)

For details please refer to Chapter 12, Installing OpenScape MCU.

I.3.9

Backup the Media Server Database

Open the Services Management from the Control Panel.

Stop the Siemens HPCR Startup Windows Service. Then, stop the MSSQL$IWR
service.

Copy the following files from C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data to a safe location such as a network server:

I.3.10

iwrdb.mdf

iwrdb_log.ldf

IwrReport.mdf

IwrReport_log.ldf

Go back to the Services Management. Start the MSSQL$IWR service and the Siemens HPCR Startup Windows Service.

Backup User-Created Applications on Media Server

Each application created in the Media Server has a corresponding folder on the Server. The
following process backs up the folders for the customer-created applications.

I-6

Identify the names of all customer-created applications by doing the following:

Open the Services Management from the Control Panel.

Start the MSSQL$IWR service (if not already started).

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Open the Media Server System Administrator via the Start > Programs > Siemens
OpenScape > OpenScape Media Server > Media Server Administration.

Go to the Application Builder.

Click Custom.

Write down all the application names of the applications listed under Application
Name.

Click Word Web.

Write down all the application names of the applications listed under Application
Name.

To save the application folder of the user created application, do the following:

Using Windows Explorer, go to the folder C:\Program Files\Siemens\IWR\www\IWR\Applications.

For each of the application names that were written down, copy each of the folders with
that same name. Make sure all the files and folders beneath it are copied too.

Save the folders to a safe location such as a network server that is not on the Media
Server machine.

Save any additional files (.wav, .xml, .vxml, etc.) not stored in the application folder that are
used by the application. To know if an application uses additional files, do the following:

Under Custom or Word Web, click on the application name.

Click view.

Click on a step.

Click Step Settings (the magnify glass icon).

Scroll to the bottom of the webpage.

Click the Options tab.

See if there is a file listed in URL. If so, locate the file. Save the path to the file and then
save file to a safe location. If the file is already located in a safe location, then there is
no need to save it again. But, save the path to the safe location so that later that connection to the location can be restored and verified.

Do this for each step of the application.

I.3.11

Backing Up Report Files on Media Server

The Media Server contains reports that the user generates. The following process backs up the
report files.
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Open the Windows Explorer.

Go to <IWR home directory>\www\IWR\SA\Report\ReportFiles.

Copy the report files that you want to save to a safe location such as a network server.

I.3.12

Reinstall the Operating System on the Media Server PC

Reinstall the Operating System on the Media Server PC. After the PC is reinstalled, please refer to the Media Server Installation document for installing the Windows Components (Chapter
3) and the pre-installation checklist (Chapter 4).

I.3.13

System Preparation - Media Server

For details on how to do the following steps, refer to Section 8.15, Media Server System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the Media Server.

Depending on the validation results, prepare the System or continue.

I.3.14

Install Third Party Software

Please refer to Chapter 5 of the Media Server Installation document.

I.3.15

Restoring the Media Server Database

After installing the third party software, do the following steps to restore the database:

Create a new folder iwr_save in the folder C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data.

Go to the safe backup location where the database files (iwrdb.mdf, iwrdb_log.ldf, IwrReport.mdf, and IwrReport_log.ldf) are stored and copy the files.

Paste the files in C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data\iwr_save.

I.3.16

Install Media Server

Please refer to Chapter 6 of the Media Server Installation document.

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Note: Before installing, be sure that Section I.3.15, Restoring the Media Server Database is
completed.

I.3.17

Restoring the User-Created Applications on the Media Server

After installing the Media Server, do the following steps to restore the customer-created Applications:

Go to the safe location where the customer-created application folders are stored.

Copy each of the customer-created application folders (and all files and folders beneath it) into the Applications folder located at C:\Program Files\Siemens\IWR\www\IWR\Applications.
Note: Do not overwrite anything in the Application folder on the new machine.
This copy operation restores all customer-created application folders without disturbing the folders that were installed as a part of Media Server. If the copy operation advises you that a folder already exists on the target, or asks for permission to overwrite
an existing folder or file, answer No.

Restore any additional files to their original location (with the exact path that they had
originally). For the files that were already saved to a safe location, make sure the connection to that location is restored.

To verify that the applications were copied properly, open the System Administrator
Application (Start > Programs > Siemens OpenScape > OpenScape Media Server >
Media Server Administration). Click on Application Builder. Click on either Custom or
Word Web. The applications should be there. View the steps and all the properties of
each application, including any media files (.HTML, .WAV, .TXT, etc.) associated with
each application.

I.3.18

Restoring Report Files on the Media Server

After installing the Media Server software, do the following steps to restore the report files.

Go to the safe location where you stored the report files.

Copy all the files back to <IWR home directory>\www\IWR\SA\Report\ReportFiles.

To verify that the report files were copied properly, open the System Administrator Application:

Click Start->Programs->Siemens OpenScape->OpenScape Media Server->Media


Server Administration).

Click System Administrator->Reports.

Click Report Jobs. The report files should be there.

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For each report, click View to open the report file.

I.3.19

Cleanup Old Groups and Accounts

After upgrading all OpenScape Systems in this domain to V2, the following groups and accounts are no longer needed:

OpenScape Service V1 group

Account <SystemID>OSsrv

Delete the group and account using the AD Users and Computers Snap-in.
The phones may need to be rebooted after an upgrade is done.

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Pre-Requisites

Upgrade - Early Deployment Mode with Upgrade of


Media Server Software

J.1

Pre-Requisites

The domain should be in native mode. If it is in mixed mode, you need to raise its functional
level to native mode (using AD Domains and Trusts snap-in).

For System Preparation, the OpenScape Logon User (the current user logged on when
OpenScape is being installed), should be an existing Domain user.

It is recommended to prepare Config.XML file before beginning upgrade. The file


should reflect your OpenScape system layout.

J.2

Environment Preparation for Upgrade from V1-SPCR to V2

J.2.1

Root Domain Preparation

For details on how to do the following steps, refer to Section 8.7, Root Domain Preparation and
Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the Root domain.

Depending on the validation results, prepare the Root Domain or continue.

J.2.2

Domain Preparation

For details on how to do the following steps, refer to Section 8.8, OpenScape System Domain
Preparation and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Validate the domain.

Depending on the validation results, prepare the Domain or continue.

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Note: If there is more than one OpenScape System in the same child domain, the
old OpenScape Service group has to remain as it is for V1 OpenScape to co-exist
with V2 OpenScape. Therefore, the domain prep will automatically rename the old
group to OpenScape Service V1 and copy all its members to the new group.
Only a restart of the remaining V1 systems in the same child domain is required.

J.2.3

Add Domain to Root Domain

For details on how to do the following steps, refer to Section 8.10, Root Domain Membership
and Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the root domain membership.

Depending on the validation results, add the Domain or continue.

J.2.4

System Preparation EDM/ADAM Server

For details on how to do the following steps, refer to Section 8.18, EDM System Preparation
and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite)

Validate the EDM System.

Depending on the validation results, prepare the System or continue.

J.2.5

System Preparation - OpenScape

For details on how to do the following steps, refer to Section 8.13, OpenScape System Preparation and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Before doing the System Preparation, please check the current status of the Forest
and Domains.

J-2

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Validate the domain.

Validate the Root Domain Membership.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the OpenScape System.

Depending on the validation results, prepare the System or continue.

J.2.6

System Preparation - RD (LCS Server)

For details on how to do the following steps, refer to Section 8.14, Routing Dispatcher/LCS
System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the RDS.

Depending on the validation results, prepare the System or continue.

J.2.7

System Preparation - TFA

For details on how to do the following steps, refer to Section 8.17, TFA System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the TFA.

Depending on the validation results, prepare the System or continue.

J.2.8

System Preparation - MCU

This section is only required if MCU resides on a separate Server.


For details on how to do the following steps, refer to Section 8.16, MCU System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

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Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the MCU.

Depending on the validation results, prepare the System or continue.

J.3

Upgrade Software

J.3.1

Backup the OpenScape Database

Log on with the installer account created by the system preparation.

Backup the OpenScape DB Using the OMC (use help if needed).

J.3.2

Uninstall OpenScape and Keep the Database

Log on with the installer account created by the system preparation.

Uninstall OpenScape core and OMC.

If OpenScape and MCU are installed on one server, then

J.3.3

Uninstall MCU (refer to Section A.4.5, OpenScape MCU Uninstall).

Check for Admins as OpenScape Users

In OpenScape V1, we might have some accounts as OpenScape Users that might have the
AdminCount attribute set in Active Directory. These accounts are members of some protected
groups in Active Directory. These accounts are protected for security reasons, and do not inherit the access rights.
These users cannot be upgraded as such from V1-V2.
To successfully upgrade users from V1 to V2, the following options are available:

Remove these admin accounts from OpenScape. This option requires OpenScape Admin
privileges.

Provide additional permissions to the OpenScape Admin group to be able to set OpenScape specific attributes of these users. In particular: Read access rights to: Public Info,
RTCPropertySet, RTCUserSearchPropertySet, SiemensOSPropertySet and write access
rights to the SiemensOSPropertySet. This option requires Domain Admin privileges.

To delete Admin Users from OpenScape, follow the instructions below:

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1.

Log on as the OS Installer or a member of the OpenScape Admin group on the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m DELETE /SQLSERVER <sqlserver> /L <logfile>.

5.

All the OpenScape Users with AdminCount as 1 will be deleted from OpenScape.

6.

Proceed to upgrade the system.

To grant permissions to the OpenScape Admin group and retains these users in OpenScape, follow the instructions below:

1.

Log on as the Domain Administrator of the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m ADDACE /SQLSERVER <sqlserver> /L <logfile> /TRUSTEE <Domain>\OpenScape Admin.

5.

The appropriate permissions shall be granted to the OpenScape Admin group for all the
OpenScape users with AdminCount as 1.

6.

Proceed to upgrade the system.

J.3.4

Install ADAM and EDM

Log on with the installer account created by the system preparation.

For ADAM installation please refer to Section 6.3, ADAM Installation.

For EDM Server installation please refer to Section 6.4, EDM Installation.

Installation of OpenScape will copy the OpenScape V1 user into ADAM to upgrade them to V2
users.

J.3.5

Install OpenScape

For details on how to do the following steps, refer to Chapter 9, Installing OpenScape.

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Log on with the installer account created by the system preparation.

To install a new bind, after you removed all old OpenScape applications, make sure
your system is cleaned up:

Check the GAC that all Siemens BC files are gone.

Check that all Siemens services are removed.

Install OpenScape Core.

Install OMC.

If OpenScape and MCU are installed on one server:

J.3.6

Install MCU.

Uninstall Routing Dispatcher (RTC Extension)

Remove RTC Extension by using the Add/Remove Programs from the Control Panel.

J.3.7

Install Routing Dispatcher

For details on how to do the following steps, refer to Section 9.3, Installing the OpenScape
Routing Dispatcher.

J.3.8

Log on with the installer account created by the system preparation.

Uninstall MCU (only if installed on a separate Server)

Refer to Section A.4.5, OpenScape MCU Uninstall.

J.3.9

Install MCU (only if installed on a separate Server)

For details please refer to Chapter 12, Installing OpenScape MCU.

J.3.10

Uninstalling ComResponse V1 and V1 Third Party Software

Be sure to be logged on as the user that installed the software before using Add/Remove Programs.
1.

From the Service Control panel, select Siemens HPCR Startup Windows Service and
stop this service. Also select Siemens HPCR StoreEventService Windows Service and
stop this service.

2.

From the Control Panel > Add/Remove Programs:


Remove HiPath ComResponse.

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Save the database when prompted (recommended).
3.

From the Control Panel > Add/Remove Programs, remove the following components:
Sun Java 2 Runtime Environment, SE V1.4.1
Realspeak and/or L&H Telecom Realspeak SAPI4 V3...
Microsoft Speech API
SpeaKING Engine SAPI4
HiPath CAP Fault Management V1.0
Microsoft SQL Server Desktop Engine (IWR)
Microsoft Internet Explorer WebControls
.NET Framework 1.1 Hotfix (KB821156)
.NET Framework 1.1
.NET Framework 1.0 (if installed)

4.

Remove Web Telephony Engine by doing the following:


a) Open a command prompt and go to the C:\Program Files\Web Telephony Engine\ directory.
b) For each ms*.dll in the directory, execute regsvr32 /u <ms*.dll>. For example,
regsvr32 /u MSWTECOM.DLL
regsvr32 /u MSWTESHR.DLL
regsvr32 /u MSWTESNP.DLL
c)

Restart the Media Server computer.

d) Delete the Web Telephony Engine folder and all subfolders located at C:\Program
Files\Web Telephony Engine.
e) From the Control Panel > Add/Remove Programs, remove the Web Telephony Engine
instance.

J.3.11

System Preparation - Media Server

For details on how to do the following steps, refer to the OpenScape Installation document

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

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Validate the Media Server.

Depending on the validatIon results Prepare the System or continue.

J.3.12

Pre-installation of the Media Server

Please refer to Chapters 3 and 4 of the Media Server Installation document.

J.3.13

Install Third Party Software

Please refer to Chapter 5 of the Media Server Installation document.

J.3.14

Install Media Server

Please refer to Chapter 6 of the Media Server Installation document.

J.3.15

Cleanup Old Groups and Accounts

After upgrading all OpenScape Systems in this domain to V2, the following groups and accounts are no longer needed:

OpenScape Service V1 group

Account <SystemID>OSsrv

Delete the group and account using the AD Users and Computers Snap-in.
The phones may need to be rebooted after an upgrade is done.

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Pre-Requisites

Upgrade - Early Deployment Mode with Re-Install


of Media Server PC

K.1

Pre-Requisites

The domain should be in native mode. If it is in mixed mode, you need to raise its functional
level to native mode (using AD Domains and Trusts snap-in).

For System Preparation, the OpenScape Logon User (the current user logged on when
OpenScape is being installed), should be an existing Domain user.

It is recommended to prepare Config.XML file before beginning upgrade. The file


should reflect your OpenScape system layout.

K.2

Environment Preparation for Upgrade from V1-SPCR to V2

K.2.1

Root Domain Preparation

For details on how to do the following steps, refer to Section 8.7, Root Domain Preparation and
Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the Root domain.

Depending on the validation results prepare the Root Domain or continue.

K.2.2

Domain Preparation

For details on how to do the following steps, refer to Section 8.8, OpenScape System Domain
Preparation and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Validate the domain.

Depending on the validation results prepare the Domain or continue.

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Note: If there is more than one OpenScape System in the same child domain, the
old OpenScape Service group has to remain as it is for V1 OpenScape to co-exist
with V2 OpenScape. Therefore, the domain prep will automatically rename the old
group to OpenScape Service V1 and copy all its members to the new group.
Only a restart of the remaining V1 systems in the same child domain is required.

K.2.3

Add Domain to Root Domain

For details on how to do the following steps, refer to Section 8.10, Root Domain Membership
and Verification.

Log on as the Root Domain Administrator.

Copy all the Environment Preparation V2 related files from the CD.

Validate the root domain membership.

Depending on the validation results, add the Domain or continue.

K.2.4

System Preparation EDM/ADAM Server

For details on how to do the following steps, refer to Section 8.18, EDM System Preparation
and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the EDM System.

Depending on the validation results, prepare the System or continue.

K.2.5

System Preparation - OpenScape

For details on how to do the following steps, refer to Section 8.13, OpenScape System Preparation and Verification.

Log on as the child Domain Administrator of the domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Before doing the System Preparation, please check the current status of the Forest
and Domains.

K-2

Validate the root domain.


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Validate the domain.

Validate the Root Domain Membership.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the OpenScape System.

Depending on the validation results, prepare the System or continue.

K.2.6

System Preparation - RD (LCS Server)

For details on how to do the following steps, refer to Section 8.14, Routing Dispatcher/LCS
System Preparation and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the RDS.

Depending on the validation results, prepare the System or continue.

K.2.7

System Preparation - TFA

For details on how to do the following steps, refer to Section 8.17, TFA System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the TFA.

Depending on the validation results, prepare the System or continue.

K.2.8

System Preparation - MCU

This section is only required if MCU resides on a separate Server.


For details on how to do the following steps, refer to Section 8.16, MCU System Preparation
and Verification.

Log on as the Domain Administrator on the child domain being prepared.

Copy all the Environment Preparation V2 related files from the CD.

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Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the MCU.

Depending on the validation results, prepare the System or continue.

K.3

Upgrade Software

K.3.1

Backup the OpenScape Database

Log on with the installer account created by the system preparation.

Backup the OpenScape DB Using the OMC (use help if needed).Uninstall OpenScape
and keep the Database.

Log on with the installer account created by the system preparation.

Uninstall OpenScape core and OMC.

If OpenScape and MCU are installed on one server, then

K.3.2

Uninstall MCU (Section A.4.5, OpenScape MCU Uninstall).

Uninstall OpenScape and Keep the Database

Log on with the installer account created by the system preparation.

Uninstall OpenScape core and OMC.

If OpenScape and MCU are installed on one server, then

K.3.3

Uninstall MCU (refer to Section A.4.5, OpenScape MCU Uninstall).

Check for Admins as OpenScape Users

In OpenScape V1, we might have some accounts as OpenScape Users that might have the
AdminCount attribute set in Active Directory. These accounts are members of some protected
groups in Active Directory. These accounts are protected for security reasons, and do not inherit the access rights.
These users cannot be upgraded as such from V1-V2.
To successfully upgrade users from V1 to V2, the following options are available:

K-4

Remove these admin accounts from OpenScape. This option requires OpenScape Admin
privileges.

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Provide additional permissions to the OpenScape Admin group to be able to set OpenScape specific attributes of these users. In particular: Read access rights to: Public Info,
RTCPropertySet, RTCUserSearchPropertySet, SiemensOSPropertySet and write access
rights to the SiemensOSPropertySet. This option requires Domain Admin privileges.

To delete Admin Users from OpenScape, follow the instructions below:

1.

Log on as the OS Installer or a member of the OpenScape Admin group on the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m DELETE /SQLSERVER <sqlserver> /L <logfile>.

5.

All the OpenScape Users with AdminCount as 1 will be deleted from OpenScape.

6.

Proceed to upgrade the system.

To grant permissions to the OpenScape Admin group and retains these users in OpenScape, follow the instructions below:

1.

Log on as the Domain Administrator of the child domain being prepared.

2.

Copy the executable ConvertAdmins.exe and Interop.ActiveDS.dll from the OpenScape


EPT folder on the CD to the OpenScape Server.

3.

For help on the usage type ConvertAdmins /?.

4.

On the command line, type


ConvertAdmins /m ADDACE /SQLSERVER <sqlserver> /L <logfile> /TRUSTEE <Domain>\OpenScape Admin.

5.

The appropriate permissions shall be granted to the OpenScape Admin group for all the
OpenScape users with AdminCount as 1.

6.

Proceed to upgrade the system.

K.3.4

Install ADAM and EDM

Log on with the installer account created by the system preparation.

For ADAM installation please refer to Section 6.3, ADAM Installation.

For EDM Server installation please refer to Section 6.4, EDM Installation.

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Installation of OpenScape will copy the OpenScape V1 user into ADAM to upgrade them to V2
users.

K.3.5

Install OpenScape

For details on how to do the following steps, refer to Chapter 9, Installing OpenScape.

Log on with the installer account created by the system preparation.

To install a new bind, after you removed all old OpenScape applications, make sure
your system is cleaned up:

Check the GAC that all Siemens BC files are gone

Check that all Siemens services are removed.

Install OpenScape Core.

Install OMC.

If OpenScape and MCU are installed on one server:

K.3.6

Install MCU.

Uninstall Routing Dispatcher (RTC Extension)

Remove RTC Extension by using the Add/Remove Programs from the Control Panel.

K.3.7

Install Routing Dispatcher

For details on how to do the following steps, refer to Section 9.3, Installing the OpenScape
Routing Dispatcher.

K.3.8

Log on with the installer account created by the system preparation.

Uninstall MCU (only if installed on a separate Server)

Refer to Section A.4.5, OpenScape MCU Uninstall.

K.3.9

Install MCU (only if installed on a separate Server)

For details please refer to Chapter 12, Installing OpenScape MCU.

K.3.10

K-6

Backup the Media Server Database


Open the Services Management from the Control Panel.
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Stop the Siemens HPCR Startup Windows Service. Then, stop the MSSQL$IWR
service.

Copy the following files from C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data to a safe location such as a network server:

K.3.11

iwrdb.mdf

iwrdb_log.ldf

IwrReport.mdf

IwrReport_log.ldf

Go back to the Services Management. Start the MSSQL$IWR service and the Siemens HPCR Startup Windows Service.

Backup User-Created Applications on Media Server

Each application created in the Media Server has a corresponding folder on the Server. The
following process backs up the folders for the customer-created applications.

Identify the names of all customer-created applications by doing the following:

Open the Services Management from the Control Panel.

Start the MSSQL$IWR service (if not already started).

Open the Media Server System Administrator via the Start > Programs > Siemens
OpenScape > OpenScape Media Server > Media Server Administration.

Go to the Application Builder.

Click Custom.

Write down all the application names of the applications listed under Application
Name.

Click Word Web.

Write down all the application names of the applications listed under Application
Name.

To save the application folder of the user created application, do the following:

Using Windows Explorer, go to the folder C:\Program Files\Siemens\IWR\www\IWR\Applications.

For each of the application names that were written down, copy each of the folders with
that same name. Make sure all the files and folders beneath it are copied too.

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Save the folders to a safe location such as a network server that is not on the Media
Server machine.

Save any additional files (.wav, .xml, .vxml, etc.) not stored in the application folder that are
used by the application. To know if an application uses additional files, do the following:

Under Custom or Word Web, click on the application name.

Click view.

Click on a step.

Click Step Settings (the magnify glass icon).

Scroll to the bottom of the webpage.

Click the Options tab.

See if there is a file listed in URL. If so, locate the file. Save the path to the file and then
save file to a safe location. If the file is already located in a safe location, then there is
no need to save it again. But, save the path to the safe location so that later that connection to the location can be restored and verified.

Do this for each step of the application.

K.3.12

Backing Up Report Files on Media Server

The Media Server contains reports that the user generates. The following process backs up the
report files.

Open the Windows Explorer.

Go to <IWR home directory>\www\IWR\SA\Report\ReportFiles.

Copy the report files that you want to save to a safe location such as a network server.

K.3.13

Reinstall the Operating System on the Media Server PC

Reinstall the Operating System on the Media Server PC. After the PC is reinstalled, please refer to the Media Server Installation document for installing the Windows Components (Chapter
3) and the pre-installation checklist (Chapter 4).

K.3.14

System Preparation - Media Server

For details on how to do the following steps, refer to Section 8.15, Media Server System Preparation and Verification.

K-8

Log on as the Domain Administrator on the child domain being prepared.

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Copy all the Environment Preparation V2 related files from the CD.

Edit the Config.xml file (if you did not complete the file as a prerequisite).

Validate the Media Server.

Depending on the validation results, prepare the System or continue.

K.3.15

Install Third Party Software

Please refer to Chapter 5 of the Media Server Installation document.

K.3.16

Restoring the Media Server Database

After installing the third party software, do the following steps to restore the database:

Create a new folder iwr_save in the folder C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data.

Go to the safe backup location where the database files (iwrdb.mdf, iwrdb_log.ldf, IwrReport.mdf, and IwrReport_log.ldf) are stored and copy the files.

Paste the files in C:\Program Files\Microsoft SQL Server\MSSQL$IWR\Data\iwr_save.

K.3.17

Install Media Server

Please refer to Chapter 6 of the Media Server Installation document.


Note: Before beginning the installation, be sure that the Section K.3.16, Restoring the Media
Server Database is completed.

K.3.18

Restoring the User-created Applications on the Media Server

After installing the Media Server, do the following steps to restore the customer-created Applications:

Go to the safe location where the customer-created application folders are stored.

Copy each of the customer-created application folders (and all files and folders beneath it) into the Applications folder located at C:\Program Files\Siemens\IWR\www\IWR\Applications.

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Note: Do not overwrite anything in the Application folder on the new machine.
This copy operation restores all customer-created application folders without disturbing the folders that were installed as a part of Media Server. If the copy operation advises you that a folder already exists on the target, or asks for permission to overwrite
an existing folder or file, answer No.

Restore any additional files to their original location (with the exact path that they had
originally). For the files that were already saved to a safe location, make sure the connection to that location is restored.

To verify that the applications were copied properly, open the System Administrator
Application (Start > Programs > Siemens OpenScape > OpenScape Media Server >
Media Server Administration). Click on Application Builder. Click on either Custom or
Word Web. The applications should be there. View the steps and all the properties of
each application, including any media files (.HTML, .WAV, .TXT, etc.) associated with
each application.

K.3.19

Restoring Report Files on the Media Server

After installing the Media Server software, do the following steps to restore the report files.

Go to the safe location where you stored the report files.

Copy all the files back to <IWR home directory>\www\IWR\SA\Report\ReportFiles.

To verify that the report files were copied properly, open the System Administrator Application:

Click Start->Programs->Siemens OpenScape->OpenScape Media Server->Media


Server Administration).

Click System Administrator->Reports.

Click Report Jobs. The report files should be there.

For each report, click View to open the report file.

K.3.20

Cleanup Old Groups and Accounts

After upgrading all OpenScape Systems in this domain to V2, the following groups and accounts are no longer needed:

OpenScape Service V1 group

Account <SystemID>OSsrv

Delete the group and account using the AD Users and Computers Snap-in.
The phones may need to be rebooted after an upgrade is done.

K-10

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List of Abbreviations

List of Abbreviations

This table shows some important abbreviations.


Abbreviation

Definition

AD

Active Directory

ADAM

Active Directory Application Mode

ASR

Auto Speech Recognition

CA

Certificate Authority

CLT

CAP License Server

EDM

Early Deployment Mode

FQDN

Fully Qualified Domain Name

IPSec

IP Security Protocol

LCS

Live Communications Server

MCU

Multipoint Control Unit

MC

Multipoint Controller

MP

Media Processor

MSMQ

Microsoft Messaging Queue

OMC

OpenScape Management Console

PKI

Public Key Infrastructure

Root CA

Root Certificate Authority

RD

Routing Dispatcher

SIP

Session Initiation Protocol

TCP

Transmission Control Protocol

TFA

Trace File Accumulator

TLS

Transport Layer Security

TTS

Text-to-Speech
Windows Messenger

WM

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Index

B2BUA E-11, E-15


block rule E-21

configuration
minimum complete server 2-5
Configuring
DNS Server 12-5
LCS Route 12-6
MC SIP 12-5
MCU SipURI 12-4
configuring
OpenScape certificate 10-3
SMTP server 10-5
WM client 4-4
Configuring Certificates A-2
Configuring Profiles for SIP Phones 16-5
Configuring the Account Security Privileges in
the Exchange Server Stores B-1
Configuring the RTCService Account 4-4
ConvertAdmins F-18
CRDirect C-1
creating
custom MMC console E-3
new IPSec policy E-4, E-8, E-14, E-17
Creating an SRV Record on DNS A-6
CRForward C-2

CAP License Server (CLT) 3-3


Certifcate Authority (CA) A-2
certificate configuration 10-3
checklist
final installation 8-1, 17-1
MCU installation 12-1
checkSPN F-1
Child Domain Hosting OpenScape Servers
D-2
Child Domains Containing User Objects Only
D-7
CIM Namespace Security 3-13
Client
installing 15-1
Complex Setup 8-4

Deployment Models 2-7


Deployment Rules 2-6
detecting virus 9-4
Different Storages of User Information F-13
DNS Server 12-5
DNS SRV Records 16-1
Document Storage 14-1
Domain Admins 9-3
Domain Mode 3-7
Domain Preparation 8-9

Access Rights
OpenScape Database D-6
WMI CIM Repository D-6
Account Check 9-4
account requirements
for OpenScape management 3-12
Account Security Privileges B-1
Active Directory
Attribute Definitions 5-4
Attributes and Objects 5-1
Attributes and Objects Hierarchy 5-2
Class Definitions 5-5
Environment Recommendations 5-1
adding filters from MP to MC E-20
Adding Users A-1
Application Server Mode 9-3
Assigning OpenScape Phones from Unassigned Phones 16-6

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E
Early Deployment Mode 2-5, 3-5, G-3
Early Deployment Mode or Production Mode
5-7

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Early Deployment Mode with Re-installation


of Media Server PC 2-1
Early Deployment Mode with Upgrade of Media Server Software 2-1
Enabling SSL for Outlook Web Access
(OWA) on the Exchange Server B-9
Enabling SSL in IIS on the OpenScape Server B-8
Enabling WebDav on the Exchange 2003
Server B-1
endpoints requirements 3-5
Environment Preparation Tool 2-2
Brief Description of Steps 8-6
Domain Preparation 8-9

F
feedback, documentation 1-3
firewall requirements 9-4
Forwarding Rule Target C-3

G
Gateway permit rule E-12

H
hardware
recommendations 3-5
hardware requirements 3-1
High Traffic Call Model 3-6

I
imported AD users 3-11
Importing
SIP Phone Certificate 16-1
infrastructure
requirements 3-1
Infrastructure Components 2-4
Installation Requirements
EDM 6-2
Installing
Microsoft Hotfix 10-2
OMC 10-1
OpenScape 9-9
installing
OMC package 10-2
OpenScape Client 15-1
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Windows Messenger 4-4


WM client 4-2
IPSec policy E-4, E-8, E-14, E-17
IPSec Security 11-1

L
LC Server 2-3
LC Server Certificate 16-2
LCS
setup checklist and troubleshooting 4-6
LCS (RTC) MSDE Database F-16
LCS Route 12-6
LCS, local machine groups 4-2
licenses 2-13
non-OpenScape 2-18
local machine groups 4-2

M
MC SIP 12-5
MCU
installation checklist 12-1
requirements 3-4
MCU SipURI 12-4
MCU System Preparation and Verification 833
Media Server 3-4
Media Server System Preparation and Verification 8-30
Microsoft .NET Framework V1.1 2-3
Microsoft Hotfix 10-2
Migrating from ADAM to Active Directory 6-5
MIgrating from EDM to Production Mode 6-4
minimum complete server
configuration 2-5
MMC console E-3
MSMQ F-1

N
Namespace Permissions 3-13
Non-OpenScape licenses 2-18
Non-Siemens system components
MS SQL Server 3-2
Normal Traffic Call Model 3-5

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Obtaining a Certificate 16-1


OMC
installing the package 10-2
overview 10-1
OMC Snap-in 10-2
One Box Configuration 12-5
OpenScape
Adding Users A-1
administration Client requirements 3-3
licenses 2-13
scripting framework F-6
OpenScape Application Server 2-1
requirements 3-1
OpenScape Certificate 10-3
OpenScape Client Registry Entries 15-2
OpenScape Licenses 2-13
OpenScape Management Console 2-2, 9-4
OpenScape MCU 2-2
OpenScape Phones Certificate 16-3
OpenScape Routing Dispatcher 2-2
OpenScape Scripting Framework F-6
OpenScape System Domain Preparation and
Verification 8-12

Remote Administration Mode 9-2


Requirements
Forest in Production Mode 7-1
requirements
endpoints 3-5
firewall 9-4
for OpenScape management 3-12
infrastructure 3-1
MCU 3-4
Media Server 3-4
OpenScape administration Client 3-3
OpenScape Application Server 3-1
Root Domain D-1
Root Domain Membership and Verification 819
Routing Dispatcher 3-3, 9-5, G-3
Routing Dispatcher/LCS System Preparation
and Verification 8-28
RSA SecurID 14-2
RTC Tool F-1
RTCService Account 4-4

P
passwords for the OpenScape services 3-11
Permissions
Domain-DNS Object D-5
EDM Server D-6
Service Connection Point D-6
Permissions on AD Objects D-5
permit rule for Gateway E-12
Phone Discovery 16-7
Portal Access 9-4
Ports and Routes 9-6
ports and routes 9-6
Problems Uninstalling OpenScape A-5
Production Mode 2-5
Production Mode with Re-installation of Media Server PC 2-1
Production Mode with Upgrade of Media
Server Software 2-1

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Schedule+FreeBusy Information B-6
SDK Applications 11-1
Security Troubleshooting 14-1
Server Information 3-8
setting up
user and administrator cross-functionality
9-3
WM client 4-2
siemensOSDomain 5-6
siemensOSGlobalContainer 5-6
siemensOSServiceConnectionPoint 5-6
siemensOSServices 5-5
siemensOSTrustedService 5-6
SIP Phone Certificate 16-1
Creating and Issuing A-7
Locating and Exporting A-10
Requesting A-9
SIP Phone Discovery 16-7
SIP Phones, obtaining a certificate 16-1
SMTP server 10-5

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SOS Script Tool for Serviceability Support F13


SQL Server 2-3
SRV Record on DNS
Creating A-6
SSL Encryption 3-2
SSL Encryption for MS SQL Server 2000 3-2
Synchronizing the Time 9-1

T
Terminal Services service 9-3
testing
with Windows Messenger 4-3
TFA System Preparation and Verification 835
Trace File Accumulator 2-2, 3-4, 14-2, G-3
Troubleshooting
Security 14-1
Unintstalling OpenScape A-5

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WebDAV B-1
WebDav B-1
Windows Messenger
client configuration 4-4
installing 4-2, 4-4
setting up 4-2
testing with 4-3
uninstalling 4-3
Windows Messenger (WM) Client 4-2
Windows Server 2003 Terminal Services 9-2
WSE2.0 for SDK 3-3

X
XML File 8-8, 8-22
XpSystem F-13

U
uninstalling
Windows Messenger 4-3
Upgrade - Early Deployment Mode with ReInstall of Media Server PC K-1
Upgrade - Early Deployment Mode with Upgrade of Media Server Software J-1
Upgrade - Production Mode with Re-Install of
Media Server PC I-1
Upgrade - Production Mode with Upgrade of
Media Server Software H-1
Upgrades from V1 SPCR to V2 2-1
User Creation via OpenScape Management
A-1
User Creation via Script A-1
users
imported AD 3-11

V
verifying
server infrastructure 9-5
virus detection 9-4

W
Web Service Enhancements 2-4
Z-4

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www.siemens.com/hipath

The information provided in this document contains merely general descriptions or characteristics of performance which in case of actual use do
not always apply as described or which may change as a result of further
development of the products.
An obligation to provide the respective characteristics shall only exist if
expressly agreed in the terms of contract.

*1PA31003-S5020-S100-1-7620*

Siemens AG 2004 Information and Communication


Networks Hofmannstrae 51 D-81359 Mnchen, Germany
Reference No.: A31003-S5020-S100-1-7620
Printed in the Federal Republic of Germany.
Subject to availability. Right of modification reserved.

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