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Preinstallation Requirements Guide

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Guide

Synergy SKY 3.4.9

June 2015

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TOC

1: Introduction 4

Synergy SKY platform modules 4

Synergy SKY install procedure - your responsibilities 4

Further information about Synergy SKY 4

2: Configuring the SKY Application Server 5

Hardware requirements 5

Task 1: Installing the SKY Application Server operating system 5

Task 2: Installing Web Server (IIS), .NET and Visual C++ 5

Task 3: Downloading install files to the server 6

3: Configuring the SKY ComNode 7

Hardware requirements 7

Task 4: Preparing the server 7

Task 5: Downloading the SKY ComNode (and SKY Application Server

upgrade) files 7

Task 6: Deploying the .ovf template 7

Task 7: Using the SKY ComNode console to configure the SKY ComNode

server settings 8

Task 8: Testing the SKY ComNode 10

Supported browsers 10

4: Configuring the SKY Database Server 11

Hardware requirements 11

Task 9: Installing the SKY Database Server operating system 11 Task 10: Installing Microsoft SQL Server on the SKY Database Server 11

Task 11: Enabling Mixed-Mode authentication 11

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7: Configuring the infrastructure components 16 Task 15: Ensuring infrastructure components are running a supported

software version 16

8: Configuring the Lync Server (if applicable) 17

Task 16: Configuring the Lync SQL server for real-time monitoring of the

Lync Front-End server(s) 17

Task 17: Configuring the Lync SQL server for CDR reporting 17

Task 18: Providing our engineer with Lync access and information 18

9: Providing our engineer with access and information 19

Task 19: Enabling remote access 19

Task 20: Configuring and providing DNS hostnames 19

Task 21: Providing SQL Database server details 19

Task 22: Providing SMTP details 19

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1: Introduction

Synergy SKY platform modules

The Synergy SKY platform consists of the following main modules, each residing on a dedicated server or virtual machine:

l SKY Application Server

l SKY ComNode

l SKY Database Server

l Remote Agent Server (Optional)

This document describes how to configure each of these servers so that they are ready for our engineer to begin the installation on the agreed install date.

Synergy SKY install procedure - your responsibilities

The Synergy SKY install procedure is complex, and most of the install steps will be carried out by one of our engineers.

Before our engineer begins the installation, you must complete all the tasks described in this document as follows:

1. Configure the SKY Application Server, SKY ComNode, SKY Database Server and Remote Agent Server (optional), each on a dedicated server or virtual machine as described in Tasks 1-13.

2. Configure your network for Synergy SKY so that the modules and

infrastructure components can communicate freely through the firewall as described in Task 14.

3. Ensure any infrastructure components you want to integrate with Synergy SKY are running a supported software version as described in Task 15. 4. Optionally, configure Lync to work with Synergy SKY as described in

Tasks 16-18.

5. Provide our engineer with access, server addresses, and credentials as described in Tasks 19-22.

If you have any problems with any of the steps described in this document, or are unable to provide any of the essential information or access required, contact your Synergy SKY representative well before the installation date so we can resolve the issues and ensure your installation goes smoothly.

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2: Configuring the SKY Application Server

The SKY Application Server has multiple functions. Both the Synergy SKY admin portal and the provisioning portal run on this server. In addition, the following services are hosted on the SKY Application Server:

l Harvest service. l Alert service. l Processing service. l All of the API services.

Hardware requirements

The SKY Application Server must be a dedicated server or virtual machine with this hardware configuration as a minimum:

CPU RAM Hard drive capacity

l 4 cores l 2 Ghz

8 GB 100 GB

Task 1: Installing the SKY Application Server operating system

Install one of these supported Microsoft Windows versions on the server:

l Windows Server 2008 r2 l Windows Server 2012

Task 2: Installing Web Server (IIS), .NET and Visual C++

Once you have installed Windows on the SKY Application Server:

1. In Server Manager, go to Add roles and features. 2. Under Server Roles, install Web Server (IIS) with:

o Basic Authentication o Digest Authentication

o Forms Authentication (2008 Only)

3. Under Features, install:

o .NET Framework 4.5 o ASP.NET 4.5

4. Download and installWindows Powershell 4.0 using the instructions here:

How to install Windows Powershell 4.0.

5. Download and install both the following on the server:

o Microsoft Visual C++ 2010 x64 Redistributable o Microsoft Visual C++ 2010 x86 Redistributable

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Task 3: Downloading install files to the server

Download the Synergy SKY installation files and save them in a folder on the desktop of the SKY Application Server as follows:

1. In a browser window, enter:http://ftp.synergysky.com/software.

2. Log in using these credentials:

o Username:synergyftp o Password:getapps

3. Click on the3.4.9/ folder, and download SynergySKY_ComNode_ U3.4.9.zip and SynergySKY_WinNode_U3.4.9.zip.

4. Create a folder on the desktop of the SKY Application Server and save the files there.

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3: Configuring the SKY ComNode

The SKY ComNode is installed as a Linux VMWare application server package. The SKY ComNode server hosts the following services:

l XMPP server l LDAP server

l MongoDB

l Low level drivers

Once Synergy SKY is installed, you will carry out most maintenance tasks on the SKY ComNode.

Hardware requirements

The SKY ComNode server must be a dedicated server or virtual machine with this hardware configuration as a minimum:

CPU RAM Hard drive capacity

l 4 cores l 2 Ghz

8 GB 200 GB

Task 4: Preparing the server

Install VMWare ESX (vSphere) version 5.0 or later on the SKY ComNode server.

Task 5: Downloading the SKY ComNode (and SKY Application

Server upgrade) files

1. In a browser window, enter:http://ftp.synergysky.com/software

2. Log in using these credentials:

o Username:synergyftp o Password:getapps

3. Click on the 3.4.7/ folder, and downloadSynergySKYComNode_3.4.7_ 203.ovf.zip.

4. Go back to the /software directory, and click on each version folder for subsequent releases after 3.4.7, and download eachSynergySKY_ Winnode_U3.4.x.build file and save it on your network.

Our engineer needs these files to upgrade Synergy SKY to the latest version during the install.

Task 6: Deploying the .ovf template

1. On the SKY ComNode server, open the VMware vSphere client. 2. Deploy the OVF template you downloaded in Step 3 above.

This will automatically extract all the necessary information from the .mf and .vmdk files that were also in the same folder.

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3. Configure the server resources to your own company's internal requirements.

4. Start the server.

Task 7: Using the SKY ComNode console to configure the SKY

ComNode server settings

1. SSH to the IP address of the SKY ComNode Server to access the Command Line Interface using the following credentials:

o Username:root

o Password:SynergySkyWord

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3. Configure the network settings for the server to your own company's network requirements:

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Task 8: Testing the SKY ComNode

Now you need to test that the SKY ComNode setup and configuration was successful by logging into the SKY ComNode web interface from a browser:

1. In a browser, type:http://[server IP address or FQDN]:8080

2. Log in with the default admin user:

o User name:admin

o Password:SynergySkyWord

3. Go toConfiguration > Aboutand verify that the correct component version is listed for the Synergy SKY ComNode component:

Supported browsers

Browser Version

Google Chrome 32.0 or later

Firefox* 26.0 or later

Safari 7.0 or later

Note:There are some limitations when using Firefox for generating reports in Synergy SKY. We recommend using Google Chrome on a Windows platform.

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4: Configuring the SKY Database Server

The SKY Database Server runs on Microsoft SQL Server 2008 R2 or 2012. This database stores the following data:

l System configuration l System data

l CDRs

l System and event logs

Note:All other data is stored in the MongoDB which runs on the ComNode.

Hardware requirements

The SKY Database Server must be a dedicated server or virtual machine with this hardware configuration as a minimum:

CPU RAM Hard drive capacity

l 2 cores l 2 Ghz

4 GB 50 GB (Size here depends on usage pattern and data retention policies)

Note:You can use this database server to host other applications' databases.

Task 9: Installing the SKY Database Server operating system

Install one of the following supported Microsoft Windows versions on the server:

l Windows Server 2008 r2 l Windows Server 2012

Task 10: Installing Microsoft SQL Server on the SKY Database

Server

Install one of the following supported Microsoft SQL versions on the server:

l Microsoft MSSQL 2008 R2 Standard/Enterprise l Microsoft MSSQL 2012 Standard/Enterprise

Task 11: Enabling Mixed-Mode authentication

Enable Mixed-Mode authentication on the SQL server:

1. In SQL Server Management Studio, right-click on the server in the Object Explorer and select Properties.

2. In Security, change Server authentication toSQL Server and Windows Authentication mode.

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3. Click OK.

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5: Configuring the Remote Agent Server (optional)

The main purpose of the Remote Agent Server is to fetch status information and call data records from infrastructure devices deployed at remote sites. This server is not mandatory in all types of installations, but is recommended for deployments where infrastructure devices are installed remotely.

This section describes configuring Windows on the server in preparation for the Synergy SKY install.

Hardware requirements

The Remote Agent Server must be a dedicated server or virtual machine with this hardware configuration as a minimum:

CPU RAM Hard drive capacity

l 2 cores l 2 Ghz

4 GB 50 GB

Task 12: Installing Windows on the Remote Agent Server

Install one of the following supported Microsoft Windows versions on the server:

l Windows Server 2008 r2 l Windows Server 2012

Task 13: Configuring Windows on the Remote Agent Server

Once you have installed Windows on the Remote Agent Server:

1. In Server Manager, go to Add roles and features. 2. Under Features, install:

o .NET Framework 4.5

3. In a browser window, download and install both the following on the server:

o Microsoft Visual C++ 2010 x64 Redistributable o Microsoft Visual C++ 2010 x86 Redistributable

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6: Configuring your network

Task 14: Configuring NTP, site administrator access and network

communication

1. Configure all servers and infrastructure components in your deployment towards the same NTP server(s), either directly or indirectly.

2. Ensure that the Synergy SKY platform has Site Administrator access to all infrastructure components and APIs.

3. Configure your network to allow the following communication:

Source Destination Protocol TCP port Description

SKY Application Server

Database Server SQL 1433 Read/write to/from

Synergy SKY database

SKY Application Server

Cisco VCS l HTTP

l HTTPS

l 80 l 443

Read status and call log from VCS API

SKY Application Server

l Cisco Codian

MCU

l Cisco Codian

ISDN Gateway

XML over RPC l 80 (if HTTPS is not

enabled on the gateway)

l 443

Read status and call log from MCU and/or ISDN RPC API

SKY Application Server

Cisco TCS l HTTP

l HTTPS

l 80 (if HTTPS is not

enabled on the gateway)

l 443

Read status and call log from TCS API

SKY Application Server

l Pexip Infinity

Management node

l Pexip Infinity

Conference node l HTTP l SSH l 443 l 22

Read status and call logs

SKY Application Server

Acano MCU l HTTP

l HTTPS l 80 l 443 Read status SKY Application Server

Polycom RMX l HTTP

l HTTPS l 80 l 443 Read status SKY Application Server

Polycom DMA l HTTP

l HTTPS l SNMP

l 80 l 443 l 8443

l Read status l DMA API port l Real time status

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Source Destination Protocol TCP port Description

SKY Application Server

ComNode(s) l XMPP

l XMPP TLS

l 5222 l 5269 XMPP communications SKY Application Server

ComNode(s) l LDAP

l LDAPS

l 389 l 636

l LDAP directory l LDAPS directory

SKY Application Server

ComNode(s) HTTP 80 ComNode API

SKY Application Server

SMTP server(s) l HTTP l HTTPS

l 80 l 443

Send password reset email(s) SKY Remote Agent SKY Application Server l HTTP l HTTPS l 80 l 443 Data exchange

ComNode SMTP server(s) SMTP 25 (or any port

configured for SMTP)

Send alert email(s)

ComNode Database server SQL 1433 Create/update SQL

database

ComNode Any Web 80 iFrame import for

Provisioning Management Customization ComNode Cisco Codian MCU XML over RPC l 80 (if HTTPS is not

enabled on the gateway)

l 443

Provision VMRs

ComNode Pexip Infinity Management node l HTTP l HTTPS l 80 l 443 Provision VMRs

ComNode Acano MCU l HTTP

l HTTPS

l 80 l 443

Provision CoSpaces and initiate user

synchronization

Acano MCU ComNode l LDAP

l LDAPS

l 389 l 636

Synchronization of users

Acano MCU SKY Application Server

HTTP 80 CDR collection (both

protocol and port can be customized)

Any ComNode Web 8080 Browser access to

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7: Configuring the infrastructure components

Task 15: Ensuring infrastructure components are running a

supported software version

The following infrastructure software versions are supported for use with

Synergy SKY. It is your responsibility to ensure that any infrastructure you want to integrate with Synergy SKY is running a supported software version:

Infrastructure Version Comments

Cisco VCS All versions

from X4.3 -X8.6

Polycom DMA v6.1 l There are limitations with call matching H.323 calls. l Provisioning is not supported for Polycom DMA.

l The RealPresence Platform API license is required to integrate

the Polycom DMA with Synergy SKY (at additional cost from Polycom).

Lync 2013 Billing and Provisioning are not supported for Lync. Codian MCU All versions

from 4.2 - 4.5

UTC offset must be set to 0 due to the lack of support for automatic DST change.

Cisco TelePresence Server

v3.0 and v3.1 Provisioning is not supported for Cisco TelePresence Server

Pexip Infinity MCU All versions from v1 - v10

l FQDN host addresses are not supported for Pexip Infinity

nodes.

l A cluster must be created for any Pexip management and

conference node (s).

l The management node must be set as the conference master. l Any conference nodes must be added to their intended cluster.

Acano Server v1.0, v1.2, v1.7

Polycom RMX v8.5.1 l Provisioning is not supported for Polycom RMX. l There are limitations with call matching H.323 calls.

Cisco Codian ISDN Gateway

v2.7 l UTC offset must be set to 0 due to the lack of support for

automatic DST change

l Provisioning is not supported for Cisco Codian ISDN Gateway.

Cisco TelePresence Management Suite (TMS)

all versions from v13.2 -v14.6 Cisco TelePresence

Content Server (TCS)

v5.0 - v6.1 l Reporting and Billing are only supported if the call is routed

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8: Configuring the Lync Server (if applicable)

Note:This section only applies if you want to integrate Microsoft Lync with Synergy SKY.

To integrate with Lync, the Synergy SKY platform requires read access to two of the Lync databases.

Task 16: Configuring the Lync SQL server for real-time monitoring

of the Lync Front-End server(s)

For real-time monitoring, Synergy SKY needs access to thertcdyn database, under the SQL instanceRTCLocal.

In a typical Lync deployment with multiple front-end servers configured, Synergy SKY needs access to all the front-end servers to gather real-time monitoring information.

To configure the Lync SQL server for real-time monitoring of the front-end servers:

1. Enable Mixed-Mode authentication on the SQL server:

a. In SQL Server Management Studio, right-click on the server in the Object Explorer and select Properties.

b. In Security, change Server authentication toSQL Server and Windows Authentication mode.

c. Click OK.

d. Restart SQL server when prompted.

2. Create an SQL user with Read-Only access to each 'rtcdyn' database.

Task 17: Configuring the Lync SQL server for CDR reporting

To retrieve the data for CDR reports, Synergy SKY needs access to the Lync CDR database.

The default Lync CDR database name islcscdr, and Synergy SKY does not currently support using any other name. You can choose where to locate this database, so the SQL Server instance name will vary.

CDR reporting is not configured by default in a Lync deployment. To configure the Lync SQL server for CDR reporting:

1. Enable Lync CDR reporting following these instructions:Deploying monitoring in Lync Server 2013.

2. Enable Mixed-Mode authentication on the SQL server:

a. In SQL Server Management Studio, right-click on the server in the Object Explorer and select Properties.

b. In Security, change Server authentication toSQL Server and Windows Authentication mode.

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c. Click OK.

d. Restart SQL server when prompted.

3. Create an SQL user with Read-Only access to thelcscdr database.

Task 18: Providing our engineer with Lync access and information

Provide us with:

l Hostname or IP address for all Lync front-end servers.

l Username and password for thertcdyn database for all front-end servers. l Hostname or IP address and SQL instance name for the CDR database. l Username and password for thelcscdr database.

l The port number used to connect to all the SQL server instances

described above (if not 1433).

Note:Always restart the SQL server after changing to 'SQL Server and Windows' (Mixed-Mode) authentication.

Note: If you are not using the default SQL port (1433), ensure that you have configured your firewall to allow traffic on the port you are using instead.

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9: Providing our engineer with access and information

You must configure and document everything listed below, and provide the information to the Synergy SKY representative responsible for your installation before the installation date. Failure to do so will cause your installation to be delayed.

Task 19: Enabling remote access

Provide our engineer with remote access to:

l The SKY ComNode.

l The SKY Application Server.

l Remote Agent Server (if applicable).

Task 20: Configuring and providing DNS hostnames

Provide our engineer with the DNS FQDN for:

l The SKY ComNode.

l The SKY Application Server.

l Remote Agent Server (if applicable).

Task 21: Providing SQL Database server details

1. Provide our engineer with:

o SQL Server IP/FQDN address o SQL Server port

2. Do one of the following:

o Provide our engineer with an SQL user withsysadmin rights to the

SQL server.

o Create a database and provide an SQL user withdb_owner rights to

that database, and the name of the database if not the default (synergysky).

Task 22: Providing SMTP details

Provide our engineer with the following SMTP information:

l Server address l Port number

l SMTP Credentials (username and password) l Sender name

l Sender address

Note:If you want to integrate Lync with Synergy SKY, see"Configuring the Lync Server (if applicable)" on page 17and ensure you provide our engineer with Lync server access and information as described in that section.

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Document revision history

Date Revision Description

19 August 2015

01 l Updated the supported browsers section adding a caveat saying some

functionality is limited when generating reports in Firefox.

l Updated the supported infrastructure section with latest supported versions. l Added Polycom call matching over H.323 limitation to the Infrastructure support

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