UNIVERGE SV8500 SOFTWARE UPGRADE PROCEDURE FROM S5 TO S6

Page 1 UNIVERGE SV8500 SOFTWARE UPGRADE PROCEDURE FROM S5 TO S6 SCOPE This document explains how to upgrade the software on the UNIVERGE SV8500 from FP85-108 S5 software to FP85-109 S6 software. For details on any information contained in this document, or anything related to the upgrade, refer to the UNIVERGE SV8500 S6 Installation Manual (NWA-041677-001). Read the entire procedure and understand the steps fully, prior to implementing this procedure. INFORMATION NEW OS: From S1 to S5 software, the base OS for the SV8500, the SR-MGC(E) and the SR-MGC(S) was MontaVista Linux. Beginning in S6 software, the base OS for the SV8500 and the SR-MGC(E) is Red Hat Linux. The new Red Hat Linux OS and the S6 software, requires that an 8G Compact Flash card is used; the old 2G CF cards cannot be used with S6 software (or higher). NEW SV8500 CPU CARD: Beginning in S6, there is a new type of CPU card. CF-CP00 is the older type CPU card. CF-CP02 is the newer type CPU card. Both CPU cards work with S6 software. The new CPU card (CF-CP02) is not supported on S5 software and below. Dual CPUs: The two types of CPU cards cannot be mixed; the same type of CPU card must be used for both System-0 and System-1. NEW SV8500 EMA CARD: Beginning in S6, there is a new type of EMA card. SCG-PC00-A is the older type EMA card. SCG-PC00-B is the newer type EMA card. SCG-PC00-B supports both types of CPU cards (CF-CP00 & CF-CP02). SCG-PC00-A only supports the older type of CPU card (CF-CP00). CPU vs. EMA CPU CARD EMA CARD CF-CP00 CF-CP02 SCG-PC00-A X SCG-PC00-B Note: To determine the type of card, check the Product Label on the front of the card. DVD: Beginning with S6 software, there are three DVDs; whereas previously there was only one. DISC #1: Includes the installation tools, the programming and support documentation and three S6 image files. The image files are for the SV8500, the SR-MGC(E), and the SR-MGC(S). These images are used for upgrade Procedure #1. DISC #2: Is for the SV8500 & SRMGC(E); used to load the CF card(s) from scratch (Procedure #2). DISC #3: Is for the SR-MGC(S); used to load the CF card(s) from scratch (Procedure #2). Note for Disc #2 and Disc #3: These discs also contain image files that are used only for program upgrades. These image file are very different than the image file on Disc #1. The image file on Disc #2 and Disc #3 cannot be used to upgrade the software from S5 to S6. However, once the systems are upgraded to S6 software, the images on Disc #2 and #3 can be used for future program upgrades. The program upgrade procedure using the images on Disc #2 and Disc #3 is not covered in this document. PROCEDURES: There are two types of software upgrade procedures described in this document. Procedure #1: Uses the image file and tools from Disc #1. This is the recommended procedure. Procedure #2: Initializes the CF cards from scratch, using Disc #2. This procedure should only be used when it has been determined to be necessary by an NEC engineer.

Page 2 UCE2011 If using UCE2011 with S6 software, MA4000 must be version 10.3.3 (or higher) and LMC must be 3.1.0 (or higher). Both can be downloaded from the NEC NTAC Knowledgebase. SOFTWARE UPGRADE PROCEDURE #1 I. REQUIREMENTS 1. SV8500 FP85-109 S6 DVD Disc #1. 2. NEC 8G Compact Flash card; two for dual CPUs. 3. SV8500 PCPro; version 6.0.2.0 or higher. 4. PCPro Tools*; version 1.5.0 or higher. 5. NEC USB Compact Flash Tool; version 1.0.9 or higher. 6. 3 rd party USB MultiCard Reader/Writer tool. 7. S6 License file (svi.zip); this must be obtained by you from the LMS server in advance. 8. S6 Activation Code; this is obtained from the LMS server at the same time as the svi.zip file. 9. Maintenance PC with a DVD drive, a USB port, Windows Internet Explorer 7.0 or higher, and Microsoft.NET Framework 3.5 or higher. *Note: PCPro Tools is not used in S6 software, but it will be used in this procedure to download the office data and license file from the SV8500 when it is still at S5 software. Because the maintenance PC is a shared resource and because PCPro Tools has become the default location to store and retrieve SV8500 files, it is an intuitive location for everyone who uses the maintenance PC, to search when looking for files for the SV8500. Because of this, we will also use it to store the S6 license file. II. DATABASE BACKUP Upgrade the tools listed in Section-I to the current versions. The following information uses System-0 as the active CPU, Drive-A as the active Program Data drive and Drive-B as the active Office Data drive. Make selections as they apply to your SV8500. 1. SV8500 PCPro: Backup the database. Log into your SV8500. Launch the MEM_HDD command. Direction Select: Select Memory to Hard Disk. Data Types Select: Select all that apply and press Start. 2. PCPro Tools: Download the database. Connection Account Name: Select the name defined for the LAN1 IP Address for your SV8500. System Side: Select System-0. Menu: Select Individual File Operation; then Office Data; and press Select. Operation: Select Download. Drive: Select Drive B. Install Data Registration Name: Select the folder you have been using for your S5 software. Office Data: Name the folder something meaningful (i.e. Database_BldgA_062112). Press Execute. Processing Result screen: Verify all database files are shown and all show succeed. Close the screen and return to the main panel. 3. PCPro Tools: Download the S5 license file. Connection Account Name: Select the name defined for the LAN1 IP Address for your SV8500. System Side: Select System-0. Menu: Select Individual File Operation; then License; and press Select.

Page 3 Operation: Select Download. Drive: Select Drive-A. Install Data Registration Name: Select the folder you have been using for your S5 software. License: Name the folder something meaningful (i.e. S5_License_BldgA). Press Execute. Processing Result screen: Verify that three files are shown and all show succeed. Close PCPro Tools. 4. PCPro Tools: Copy the S6 license file to PCPro Tools. Create a new folder under the License directory, in the same S5 folder that was used in step-3. Name the folder something meaningful, such as S6_License_BldgA. Copy the S6 license file (svi.zip) that you have received from LMS, into this new PCPro Tools folder. If PCPro Tools was installed in the default location, the license will be in the following directory: C:\Program Files\PCPro Tools\Data\<S5 software folder name>\license\<s6 license folder name> III. INITIALIZE THE CF CARD(S) Note: Using spare 8G CF card(s) is the optimum choice when loading new software, otherwise the existing SV8500 CF card(s) will need to be re-used, which requires the system to be down for the remainder of this procedure. 1. Insert Disc #1 of the S6 DVD into the DVD drive of the maintenance PC. 2. Insert the 3 rd party USB MultiCard Reader/Writer tool into the USB port on the maintenance PC. 3. Shutdown the SV8500: Single CPU re-using existing 8G CF card: Shutdown the SV8500 using the SINZ command and remove the 8G CF card. Continue to step-4. Single CPU using a spare 8G CF card: Skip this shutdown step and continue to step-5. Dual CPU re-using the existing 8G CF cards*: Shutdown the StandBy CPU only, using the SINZ command and remove the 8G CF card. Continue to step-4. Dual CPU using spare 8G CF cards: Skip this shutdown step and continue to step-5. *Note: Any IP device that is registered to the StandBy CPU, will reset once the StandBy CPU is shutdown. If configured correctly, the IP devices will re-register to the Active CPU. The CTSP command can be used to view the quantity of IP stations that will be affected by the shutdown of the StandBy CPU. The IPAN or DIPI commands can be used to view the individual IP devices that will be affected by a the shutdown of the StandBy CPU. 4. Make a backup image, on the maintenance PC, of your SV8500 S5 CF card. This step is optional. If re-using the existing CF card, doing this step will increase the amount of time that the system is down. However, if for whatever reason, you need to cut-back to S5 software, this will make the cut-back very quick. If you do not wish to make a backup image, skip this step and continue to step-5. Insert the S5 8G CF card (removed in step-3) into the 3 rd party USB MultiCard Reader/Writer tool. Note: If a Microsoft Windows pop-up is shown, stating You need to format the disk in drive F: before you can use it. Do you want to format it? Press Cancel. Do not press Format Disk! If selected, it will place a Windows partition on the CF card and render the CF card inoperable for the SV8500.

Page 4 Launch the NEC USB Compact Flash Tool. (a) Verify the tool recognizes the CF card. (b) Select the Backup tab. (c) Select Browse and locate a folder on the maintenance PC to copy the S5 image to. (d) File Name: Name the backup file something meaningful, such as S5_Image_BldgA_062112.imz. (e) For Save As Type, select imz files (*.imz) from the drop down box and click Open. (f) Verify the file name is shown in the IMAGE FILE field. (g) Press Backup. (a) (b) (d) ~ (f) (g) (c) Note: Files named.img are uncompressed files. Files named.imz are compressed files and take up less space on your computer s hard drive. 5. Copy the S6 SV8500 image file from the DVD to the 8G CF card. Optional: The S6 image can be copied from the DVD to your computer s hard drive prior to this next step. Doing this in advance, can reduce the amount of time it takes to copy the image to the CF card. Insert the 8G CF card into the 3 rd party USB MultiCard Reader/Writer tool. Note: If a Microsoft Windows pop-up is shown, stating You need to format the disk in drive F: before you can use it. Do you want to format it? Press Cancel. Do not press Format Disk! If selected, it will place a Windows partition on the CF card and render the CF card inoperable for the SV8500. IMPORTANT Select CANCEL only!

Page 5 Launch the NEC USB Compact Flash Tool. (a) Verify the tool recognizes the CF card. (b) Select the Restore tab. (c) Select Browse and locate the IIIMAGE folder on the DVD. (d) Select the S6R_SV8500_8G_CF.imz file and press Open. (e) Verify the image file is shown in the IMAGE FILE field on the tool. (f) Press Restore. (a) (b) (d) & (e) (c) (f) 6. When done, remove the CF card and close the tool. For Dual CPUs that are using spare 8G CF cards, repeat step-5 for the second 8G CF card. IV. UPLOAD THE DATABASE AND LICENSE FILE Note: For the SV8500, be sure the sense wheel on the EMA card is set to zero. 1. Insert the CF card into the SV8500. Single CPU using existing 8G CF card: Insert the S6 8G CF card into the SV8500 and power-up the SV8500. Single CPU using spare 8G CF card: Shutdown the SV8500 using the SINZ command. Remove the existing S5 CF card; label the card and set it aside. Insert the S6 8G CF card into the SV8500 and power-up the SV8500. Dual CPU using existing 8G CF card from StandBy CPU: Shutdown the SV8500 using the SINZ command. Remove the remaining S5 CF card; label the card and set it aside. Insert the S6 8G CF card into System-0 and power-up the SV8500 (System-0 only). Dual CPU using spare 8G CF cards: Shutdown the SV8500 using the SINZ command. Remove the existing S5 CF cards; label the cards and set them aside. Remove the LAN1 & LAN2 connections from the StandBy CPU. Insert the two S6 8G CF cards into the SV8500 and powerup the SV8500 (System-0 & System-1). 2. Connect to the SV8500. Reconfigure the maintenance PC to connect to the default LAN1 IP Address,192.168.0.2/24. Ping the default IP Address from the maintenance PC. Launch Internet Explorer.

Page 6 Enter the default LAN1 IP Address into the Browser followed by port number 9801. For example: http://192.168.0.2:9801 Hint: Do not use https The default User Name and Password are both admin (lower case). The Telephony Server Maintenance Menu is used beginning in S6, in lieu of PCPro Tools. Menu options similar to PCPro Tools Operations similar to PCPro Tools Dual CPUs: You must log into each CPU separately. Uploads & Downloads only apply to the CPU that you are logged into and not for both CPUs. System Control options similar to PCPro Tools System Status display area. Displays information about the CPU. Configuration Dialog Box display area. Displays activity for the selected operation.

Page 7 3. Upload the Office Data. (a) Select Office Data under the Upload column. (b) Select Drive B. (c) Browse and locate the officedata.zip file that was saved in Section II, step-2. Note: Once a file is selected, the file name will appear under the Browse field. (d) Select Upload. (e) When done, Operation Successfully Completed will be shown. Process Complete is shown in the dialog box. (a) (b) (d) (c) (e) Shows the steps that are being performed and information regarding the selected option. 4. Upload the S6 License File. Select License under the Upload column. Select WORK. Browse and locate the S6 svi.zip file that was copied to the PC in Section II, step-4. Select Upload. When done, Operation Successfully Completed is shown. Process Complete is shown in the dialog box. 5. For Single CPU (both options) and for Dual CPUs using the CF card from the Standby CPU: Reboot the SV8500. Select Reboot under the System Control Press the Reboot button. When complete, close Internet Explorer. Continue to Section V. 6. For Dual CPUs using two spare CF cards: Shutdown System-0 CPU. Select Shutdown under the System Control Press the Shutdown button. When complete, close Internet Explorer. With System-0 powered off, leave the CF card inserted into the CPU and the LAN cables connected. 7. Connect LAN1 & LAN2 cables to System-1 CPU.

Page 8 8. Verify you can ping the default LAN1 IP Address, 192.168.0.2. 9. Repeat steps 2, 3 and 4 for the System-1 CPU. 10. Shutdown the SV8500 using the information in step-6. 11. With both CPUs now powered-off, verify the LAN1 and LAN2 cables are connected and the CF cards inserted for both System-0 and System-1. Then power-up the SV8500 (both CPUs). V. ENTER ACTIVATION CODE AND LOG INTO THE MAT Note: This is for all four options listed in Section III, step-3. 1. Reconfigure the maintenance PC to connect to the LAN2 IP Address for your SV8500. 2. Ping the LAN2 IP Address from the maintenance PC. 3. Launch SV8500 PCPro. Note: Previously, the Registration Wizard was used to unlock the SV8500 before an Activation Code could be entered. Beginning in S6, both the AONE command (used to unlock the SV8500) and the AACT command (used to enter an Activation Code) can be accessed from SV8500 PCPro prior to logging into the SV8500. 4. Select System and then Activate.

Page 9 5. The Activate screen launches. Connection Account: Select the Connection Account defined for your SV8500. Command: Select AACT Press Execute 6. The AACT command launches: Note: If you failed to retrieve an Activation Code from LMS, continue to step-7 to unlock the SV8500. Operation: Select Register Activation Code and press Get. Enter the S6 Activation Code you received from LMS (Section I) and press Set. For Single CPU (both options) & Dual CPU using spare CF cards: Receive pop-up Certify OK. Close the pop-up, and exit the AACT command and then exit the Activate screen. Continue to step-11. For Dual CPU using CF card from StandBy CPU: The pop-up will show Certify NG. This is expected result; it is due to the fact that currently only one of the two CPUs is on-line. Continue to step-8 to unlock the SV8500.

Page 10 7. With the AACT command still launched: Operation: Select Confirm License Data and Created File and press Get. The Hardware Key Code(s) and all the Software Key Codes will be listed. Press File Save. Save the KeyCode.act file to the Desktop of the maintenance PC. Close the AACT command and return to the Activate screen. KeyCode.act file 8. Activate screen: Connection Account: Select the Connection Account defined for your SV8500. Command: Select AONE. Press Execute.

Page 11 9. The AONE command launches: 10. With the AONE command launched, open the KeyCode.act file that was saved to the Desktop in step-7. Copy the first Software Key Code shown in the KeyCode.act file for part number 8510100; paste it into the One Time Activation Password field of the AONE command. In this example, TPIaSI6MCULJCULFVQLV would be copied into the AONE command. Press Set. Receive pop-up Certify OK. Close the pop-up, exit the AONE command and exit the Activate screen. Continue to step-11. 11. Log into the SV8500 using SV8500 PCPro. 12. Launch the DISS command and verify the S6 software version is shown. 13. Test accordingly. 14. For Single CPU (both options) & Dual CPU using spare CF cards: Done. 15. For Dual CPU using CF card from StandBy CPU: Using the S5 CF card, set aside in Section IV step-1; copy the S6 SV8500 image file from the DVD to the 8G CF card (refer to Section III, step-5). 16. System-1: Set Element-1 on the MODE switch (located to the right of the CF slot) to the down position. 17. Insert the CF card into System-1; power-on the CPU using the power button on the front of CPU-1.

Page 12 18. Reconfigure the maintenance PC to connect to the default LAN1 IP Address,192.168.0.2/24. Ping the default IP Address from the maintenance PC. Launch Internet Explorer. Enter the default LAN1 IP Address into the Browser followed by port number 9801. For example: http://192.168.0.2:9801 19. Upload the officedata.zip and svi.zip files to the CF card, following steps 2, 3, 4 and 6 in Section-IV. 20. After CPU-1 has shutdown, return Element-1 on the MODE switch (located to the right of the CF slot) to the up position. 21. Reboot System-1 using the power button on the front of CPU. 22. After CPU-1 is on-line, verify operation and test accordingly. 23. Done. SOFTWARE UPGRADE PROCEDURE #2 I. REQUIREMENTS 1. SV8500 FP85-109 S6 DVD Disc #2. 2. NEC 8G Compact Flash card, two for dual CPUs. 3. SV8500 PCPro; version 6.0.2.0 or higher. 4. PCPro Tools*; version 1.5.0 or higher. 5. S6 License file (svi.zip); this must be obtained by you from the LMS server in advance 6. S6 Activation Code; this is obtained from the LMS server at the same time as the svi.zip file. 7. If using a PCMCIA port on the maintenance PC to initialize the CF cards: PCMCIA chassis for the CF card. 8. If using a USB port on the maintenance PC to initialize the CF cards. 3 rd party USB MultiCard Reader/Writer tool. 9. Maintenance PC with a DVD drive, Windows Internet Explorer 7.0 or higher, either a USB port or a PCMCIA port (determined by items 7 & 8), and Microsoft.NET Framework 3.5 or higher. *Note: PCPro Tools is not used in S6 software, but it will be used in this procedure to download the office data and license file from the SV8500 when it is still at S5 software. Because the maintenance PC is a shared resource and because PCPro Tools has become the default location to store and retrieve SV8500 files, it is an intuitive location for everyone who uses the maintenance PC, to search when looking for files for the SV8500. Because of this, we will also use it to store the S6 license file. II. DATABASE BACKUP Follow the steps in Section-II of Upgrade Procedure 1. III. INITIALIZE THE CF CARD(S) Beginning in S6 software, a GUI is used to initialize the CF cards instead of entering Linux commands. Your PC must be configured to boot from the DVD drive. You may need to change the boot device order in your computer s BIOS. For specific information on configuring your PC to boot from a DVD, consult your computer s documentation.

Page 13 1. Insert Disc #2 of the S6 DVDs into the DVD drive of the maintenance PC. 2. If using PCMCIA port: Insert the CF card into the PCMCIA chassis; insert the chassis into the PCMCIA slot of the maintenance PC. 3. If using USB port: Insert the CF card into the 3 rd party USB MultiCard Reader/Writer tool; insert the tool into the USB port on the maintenance PC. 4. Reboot the PC. 5. The Install DVD Boot Options Menu is shown. Scroll down and highlight 2 for US Keyboard, then press Enter. \ <<INSTALL DVD BOOT OPTIONS MENU>> 1. Auto ( Keyboard : JP ) 2. Auto ( Keyboard : US ) 3. None ( For maintenance) 4. Manual configuration - - [F1] Help [Tab] Edit Boot Options [Esc] Command Mode -- Automatic boot in 60 seconds If no option is selected, it will count down from 60 seconds and automatically boot to Linux when it reaches 0. 6. The screen will switch to Linux and show Loading vmlinuz followed by various other Linux messages; after 5 minutes the Installation Menu (below) will display: \ <<INSTALLATION MENU>> <Installation> Initialize Compact Flash Change root Password Set IP Address (LAN1) <Control Compact Flash> Display Information Scan Devices Unplug Compact Flash <System Control> Shutdown Operating <Developer Use Only> Drop to Shell Please Select menu with cursory key. Initialize Compact Flash This operation initializes the Compact Flash CAUTION: If you execute it, all of the CF s data will be deleted. Compact Flash is ready. CF is already mounted. DON T UNPLUG IT! Verify it shows Ready or Mounted Displays the status of the CF card. Left Panel - Main Menu: Use Up/Down arrows to scroll to the correct option; then press Enter. Right Panel - Status: Shows option selected; status of the option; and further instructions.

Page 14 7. If the CF card was not inserted prior to rebooting the PC, the status message in the right panel will show Compact Flash is not found. If using PCMCIA port: Insert the CF card into the PCMCIA chassis; insert the chassis into the PCMCIA slot of the maintenance PC. If using USB port: Insert the CF card into the 3 rd party USB MultiCard Reader/Writer tool; insert the tool into the USB port on the maintenance PC. Scroll down and highlight Scan Devices and press Enter. (You may have to repeat Scan Devices before the CF card is recognized.) Status message in the right panel should change from Not Found to Ready. 8. Highlight Initialize Compact Flash; then press Enter. In the right panel, highlight [OK], then press Enter. If the following message is shown: Compact Flash was not found. Please execute Scan Devices and try again, then step-7 was not performed correctly. Return to step-7 and mount the CF card. \ <<INSTALLATION MENU>> <Installation> Initialize Compact Flash Change root Password Set IP Address (LAN1) <Control Compact Flash> Display Information Scan Devices Unplug Compact Flash Initialize Compact Flash.! ALERT! This options initializes the Compact Flash. [OK ] [ CANCEL ] <System Control> Shutdown Operation Log <Developer Use Only> Drop to Shell 9. Initialization begins. Now Initializing Pleases Wait will be displayed in the right panel The process takes 5 to 40 minutes (amount of time for USB vs. PCMCIA). When done, it will show Initialization succeeded. Press ESC to return. Press the ESC key and return to the main panel. 10. Scroll down and highlight Set IP Address (LAN1), then press Enter. Note: If the following message is shown: Office Data was not found. Please try again after initialize CF, then step-8 was not performed correctly. Return to step-8 and initialize the CF card. Please select CPU redundancy: Highlight either Single or Dual (depending on your SV8500 configuration) and press Enter. Single CPU: Enter IP Address, Subnet Mask and the Default Gateway for LAN1.

Page 15 Dual CPUs: Enter IP Address (ACT), IP Address (CPU-0), IP Address (CPU-1), Subnet Mask and the Default Gateway for LAN1. After entering data, highlight OK and press Enter. WARNING! This operation will change the setting in the Compact Flash: Highlight OK; press Enter. Confirmation message: Succeeded, press ESC key to return will display. Press the ESC key and return to the main panel. For Single CPU, skip to step-12. For Dual CPU, continue to step-11. 11. For Dual CPUs, scroll to the Unplug Compact Flash option and press Enter. Remove the CF card and insert the 2 nd CF card. Scroll to Scan Devices and press Enter. (You may have to repeat Scan Devices before the CF card is recognized.) Repeat steps 7, 8 & 9 for the 2 nd CF card. 12. Scroll to the Shutdown option and press Enter. When Are you sure you really want to execute? is shown; highlight OK and press Enter. The system is going down for a halt NOW is displayed, followed by halt. eject DVD ROM tray. The DVD will be automatically ejected and the PC will be powered off. Remove the DVD from the DVD drive; remove the CF card from the PCMCIA slot and from the chassis. 13. Done. IV. UPLOAD THE DATABASE AND LICENSE FILE Follow the steps in Section-IV of Upgrade Procedure 1. V. ENTER ACTIVATION CODE AND LOG INTO THE MAT Follow the steps in Section-V of Upgrade Procedure 1. SR-MGC(E) & SR-MGC(S) Procedure I can be used to upgrade an SR-MGC Compact Flash card using the following information: 1. Copy the image to the CF card following Procedure I / Section III / Step-5. Select the correct file for your type of SR-MGC: S6R_SRMGCE_8G_CF.imz file S6S_SRMGCS_8G_CF.imz file 2. Connect to the SR-MGC following Procedure I / Section IV / Step-2. Use the SR-MGC default IP Address 172.16.253.0 3. Upload the S6 SR-MGC license file following Procedure I / Section IV / Step-4. To locate the License Upload option on the GUI for an SR-MGC: Select System Control Select Advanced Menu In the lower panel, use the scroll bar and scroll down past the last of the 5 options shown. You will need to scroll down a few inches (of blank space) to reach the License Upload option. 4. Reboot the SR-MGC following Procedure I / Section IV / Step-6. 5. Continue with programming the SR-MGC in the normal fashion (AIPA, etc.).