Cisco UCM Cloud Migration Assistant
Cisco UCM Cloud Migration Assistant
January 2021
Cisco UCM Cloud is part of the Cisco Collaboration Flex Plan set of offers, which includes key Cisco commercial and
administrative tools to facilitate the go-to-market and common subscription plans, including Webex Teams™ and
Webex® Meetings.
Cisco UCM Cloud is hosted and operated by Cisco in North America, Europe, the Asia Pacific region, and Japan. The
service offers the same Cisco Unified CM features and user experience providing an ideal migration path to the cloud
f or enterprise customers. This document discusses transitioning from on-premises Unified CM to Cisco UCM Cloud.
This guide provides information about migrating an on-premises deployment to the UCM Cloud using the Migration
Assistant Tool. The migration from on-premises to cloud is seamless for the customer's end users. During a migration,
Cisco deploys the Unified CM cluster, then an administrator at the partner configures it, taking care to replicate the on-
premises Unified source cluster. The end-user devices will now register to the UCM cloud post migration.
A typical deployment includes different collaboration infrastructure components on the network, a call control platform,
an edge platform, hardware, and software endpoints, and in some cases additional applications. The above
deployment includes Cisco Unified CM for call control, Cisco Unified CM IM&P for instant messaging and presence,
Cisco Expressway for remote access and business-to-business (B2B) edge services, Cisco Unity
Connection for voice messaging, Cisco Emergency Responder for emergency service call routing, and user-facing
hardware (Cisco IP Phones, Cisco Webex DX and Room) and software (Cisco Jabber) IP-based endpoints. These
components may vary depending on the deployment.
Once the Unif ied CM environment is migrated to UCM Cloud, there are no Unified CM servers on the customer’s
premises. The end user’s experience, dialing, and feature set will not change in UCM Cloud as compared to the on-
premises Unified CM.
Active Directory or LDAP server(s) The existing AD/LDAP server does not require
modification.
Product Description
Cisco UCM Cloud UCM Cloud call control provides device registration and
call routing services.
Cisco Unity Connection Cloud UCM Cloud voice messaging platform provides
voicemail and unified messaging capabilities. [Optional]
Cisco Instant Messaging and Presence Cloud UCM Cloud provides messaging, presence, and
contacts services. [Optional]
Cisco IP Phones and Cisco Jabber IP-based devices registered to UCM Cloud provides
voice and video calling capabilities
Upgrading before moving to Unified CM Cloud will result in a more efficient migration.
Verify that all phones are running the default firmware load by navigating to Device> Device Settings >
Firmware Load Information as shown.
Clicking the linked device name provides direct access to change to the default firmware version.
NOTE: Jabber 11.8 and later versions does not support SRST.
Users can continue to use their phones and Jabber clients on their existing Unified CM environment while you
conf igure UCM Cloud to replicate their existing Unified CM configuration.
Once you have completed configuring UCM Cloud, you must perform testing on a representative set of phones and
Jabber clients. When test results confirm that the full Unified CM configuration is properly replicated in the UCM Cloud
cluster, initiate a maintenance window where DNS and DHCP services will be modified. This maintenance window is
required because changes to DNS and DHCP will directly impact users trying to work when their phones and Jabber
clients attempt to register to UCM Cloud.
There are multiple ways to transition an existing Unified CM cluster’s configuration to another cluster. This section
provides an overview of this transition task using the Unified CM administration web interface. Advanced
administrators may choose to use AXL, Bulk Administration Tool (BAT), 3rd-party migration tools, or some
combination of these options.
The f ollowing steps include basic Unified CM administration web interface navigation information for the primary
Unif ied CM configuration parameters:
Certificate Management
The partner is responsible for generating Certificate Signing Requests (CSR) and submitting them to the
appropriate Certificate Authority (CA). You are also responsible for installing the signed certificates as
described in Cisco documentation.
To manage Unified CM system certificates, navigate to System > Security > Certificates.
UC Service https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Configuration mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_configure-
provisioning-
profiles.html?bookSearch=true#task_199BE83DBD58E9E7D54DFFF8B53B7A9A
LDAP https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Synchronization mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_configure-import-
Agreement ldap-users.html?bookSearch=true#CUCM_TK_C302A5DA_00
Configuration
Translation https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Pattern mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_configure-call-
Configuration routing.html?bookSearch=true#CUCM_TK_C8E9EC3C_00
Transformation https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Pattern mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_configure-call-
Configuration routing.html?bookSearch=true%23CUCM_TK_C8E9EC3C_00
Trunk https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Configuration mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_trunk-
configuration.html?bookSearch=true#CUCM_TK_C94F7CC7_00
Remote https://www.cisco.com/c/dam/en/us/td/docs/solutions/PA/mcp/DEPLOYMENT_CALLIN
Destination G_Unified_CM_to_Unified_CM_Cloud.pdf
Configuration
Headset https://www.cisco.com/c/en/us/td/docs/voice_ip_comm/cucm/admin/12_5_1SU3/syste
Configuration mConfig/cucm_b_system-configuration-guide-1251su3/cucm_m_configure-
provisioning-
profiles.html?bookSearch=true#task_D7D576C61279FA3E882C4C693842F827
Emergency https://www.cisco.com/c/dam/en/us/td/docs/solutions/PA/mcp/DEPLOYMENT_CALLIN
Calling G_Unified_CM_to_Unified_CM_Cloud.pdf
Configuration
Hardware Specification
8 GB vRAM
1 x 100 GB vDisk
Important: Configure these steps manually in the target before you start the migration:
● CMG (Call Manager Groups)
● MRGL (Media Resource Group Lists)
● Unity connection Voice Port Group
● Referenced Phone Services (for example: Extension Mobility)
● If LDAP is used for deploying users, configure manually and complete the synchronization to import users
(MA tool will update users if they exist but will not setup LDAP synchronization). When Jabber users are
synced with LDAP, first configure the UC Service Profiles, User Profile, and Feature Group Templates.
This configuration ensures that the users are appropriately synced.
1. Deploy VM OVA
2. Set IP address of VM
3. Install UCMC MA on VM
Log into the UCM Migration Assistant Tool using the VMware Console with the default credentials.
Username: yarnman Password: yarnman
NOTE: To change the password at any time SSH and run the passwd command.
Follow these steps to install the Migration Assistant on the virtual machine you have just deployed. This configuration
automatically sets up the server and all required services.
Log in to the Migration Assistant server as user yarnman using ssh.
Change the directory to /opt/yarnlab/yarnman/
Run the install script using node and sudo:
sudo node ./scripts/install-as-core-standalone.js -p <password> --couchport <couchport> --redisport
<redisport> and substitute the <value>
The dif ferent phases of the Migration Assistant tool consist of:
Extraction-Extracts data from existing on-premises systems and automatically fixes imported data errors and migrates
this inf ormation into a a common migration model database.
Validation-Validates user data using in built business rules, identifies any configuration issues in migration database
and f ixes the issues and provides reporting and bulk review capabilities.
Prepare-Establish connection between on-premises and UCM Cloud and deploys the dial plan.
Migrate-Moves the dial plan, trunking and phones configuration to the target systems.
When using the load sites option, some objects with cross site dependencies will fail to add. See Viewing and
Validating the Sites in Configuring the Migration Assistant Tool for details.
Workaround: Restart the load sites task and then use the bulk change, migration point change, during site load tasks
to add objects that were not correctly added.
Automated migration of these devices is not supported by the Migration Assistant tool. You must manually add these
models:
To solve this issue, add the new model of the phone name in Source and old model name in the Target of the UC
applications and move these devices to the added models. If you upgrade to UC applications 11.5 SU9 or later
release, this issue will be solved .
Conf igure these features manually when using the Template dial plan on the target cluster:
◦ Hunt pilot
◦ Route groups
◦ Calling search spaces
Bulk Change
When perf orming Bulk change for CUCM-PHONE objects, the Migration Assistant tool may display an incorrect count
f or f ields that are changed under events. However, the tool updates the field correctly.
After Submit, an alert is displayed. To solve, continue with Arm Binding Settings
Use these steps to change the default migration settings based on your requirements. These are the general
migration settings, including Mappings, Schemas, and global settings for the migration. You can use the default values
or change to suit the naming conventions and mappings based on your deployment.
To open the Migration Assistant Application, navigate to the Migration Assistant from the top-right menu.
Edit Mappings
Maps f rom one value to another value with a base level of modification. Mapping tables can be global, or customer
level Can map f rom various source naming conventions to many targets.
Navigate to Cisco UCM Cloud Migration Assistant > Migrations > Mappings.
Enter default Settings for Schema.
Select the required Dial plan for the Dialplan Configuration field. Follow these guidelines:
Select the appropriate Dial plan. There are three options for the dial plan migration
The Migration Assistant Tool uses the Discovery and Allocation process to import all dial plan objects and allocates
the configurations.
● Clone Dial Plan-The Discovery and Allocation process imports all dial plan objects and allocates the
configurations to the Customer, Country, and Site. The Migration Assistant moves the cloned dial plan
elements into Cloud UCM Instance.
● Templated Dial Plan-The Discovery and Allocation process identifies key inputs for the target dial plan
including Countries, Area codes, Number ranges. User selects the dial plan template and the sites for
batch migration. The Migration Assistant pushes the appropriate dial plan elements into Cloud UCM
Instance during the load phase.
● Map to a new Dial Plan-The Discovery and Allocation imports all objects. The dial plan objects must be
mapped to the dial plan existing on the target cluster. It maps Partition, Calling search space, Device Pool,
Region, and Location. The User maps all dial plan objects from Source to the Target. The Migration
Assistant pushes all user, line, device, and feature configuration mapped to the target dial plan
Click Save Migration and Start Discovery for the session to start the discovery and associate the
settings. The events are allocated, and the validation starts. Allocation Events and Validation.
Resolve the issues that are flagged on completion of Discovery.
Select Issues & Resolution to resolve the flagged issues. You can select Disable Rule and Clear
Issue to skip an issue.
Select each item and resolve the issue. In the below sample, mail ID is missing and can be rectified by
entering the email ID under Override Value > Save.
Select Create Site, to create the sites as per the requirement. When all sites are created, select
Re-Allocate Migration to allocate these as sites, and perform a new validation. If the validation identifies
new issues, resolve them.
In this example, the flagged issues are similar. So use the Bulk change to rectify rather than
fixing each item individually.
Select Source Object and Search Objects from the Bulk Changes Filter. This displays all objects of
the selected type.
Review the changes and if the changes look good, select Apply Bulk Changes.
Navigate to Issues from the menu and click Revalidate Migration for the changed objects.
Select Issue & Resolutions, if there are any unresolved issues rectify using Re-Validate Migration.
Once all issues are resolved, the next step is Migration.
Select Preview Load which will take you to Start Migration screen.
Select Start Migration.
NOTE: It may be required to run migration point changes for “during site load” and “before any sites
loaded” to resolve circular dependencies. Perform Run migration point changes from Bulk Changes
Menu item->Create Migration Point Change.
Verify if all objects are moved. Click Rollback, to backout from migration. See RollBack Migration for
details.
These conf igurations are used for mapping the source data to the target data objects. These configurations can be:
Mapping Tables
Allows to do mapping from one value to another value with some modification. The Mapping Tables allow
to map the following:
◦ Mapping Regexes
◦ Device Pools
◦ Regions
◦ Locations
◦ Call Manager Groups
◦ Route Partitions
◦ Route Lists
There are some default mappings that can be matched to items such as site suggestions using the discovery option.
Also, allows to map manual entries such as naming conventions used by the individual customer.
◦ Transform Objects-are transformed using a template and then added to the target cluster.
◦ Map Objects-are matched to a target either in the target cluster or clusters that are added as part of a
dial plan.
◦ Clone Objects-and their associated fields are moved into the target cluster.
◦ Skip/Ignore Objects-are not added to the target cluster
This table has default values but can be changed for specific requirements
Sites
Navigate to Sites from the UCM Main menu, to view and modify the Site details:
Select Site to view from the link under the Name Column.
Target Mappings
Select Target Mappings to view the status of all objects. The Target Mappings are divided into four types:
● Transform types
● Map Types
● Clone Types
● Skip Types
You can view the details of each object for each type.
Transform Types
Transf orm Types object shows objects that are in Waiting, Transformed, Skipped and Moved state.
NOTE: Select the Sync with Cisco Unified CM option, if you changed a single object in Cisco Unified CM and want
these ref lected in the Migration Assistant.
Map Types
The Map Types show objects in Unmapped, Mapped, Skipped, Loaded state.
Clone Types
Clone Types show objects in Waiting, Cloned, Skipped, Loaded state.
Select the highlighted item in the Type column, to view the items of the object type. In the screenshot the CUCM-
AUDIO-CODEC-PREFERENCE-LIST is displayed.
Skip Types
The Skip Type shows a summary of the Unmapped, Mapped, Skipped, Completed objects
Navigate to Dial plan >Configuration, to view the Global UCM Cloud Dial plan page. This page allows to change the
Dial plan including:
◦ Schema Configuration
◦ Transform Templates Settings
◦ Prefix Templates
Navigate to Schema->Templates, to pre-check the object to be migrated and ensure that all configurations look good.
Select the highlighted item and view the default template. Select Preview Template. The Preview object selection
screen appears.
Objects
Navigate to Objects f rom the Migration Assistant menu, to view the sub menus to view, add or modify all existing
imported objects.
Browse
Navigate to Browse sub menu, to view or modify any source and target object. This View can be filtered on a few
f ields as required.
Select Create New Object, to create an object and you can see a list of all the object types.
Navigate to Source Type Actions from the submenu, to view a list of all source items where the default action can be
customized.
Clones
The Clones menu item will display summary of current Tracked Cloned Objects, the status of the objects and at the
step it is added to the target. Selecting the object from the Source Object column will display a detailed view of the
same.
An automated report is generated, which is based on the import validation rules and compliance. Analyze the report
and manually resolve the identified issues.
Reports
Step Changes
Navigate to Reports>Step Changes to create a report for every action taken for each step of the migration.
Orphaned Objects
This report f inds the orphaned extension mobility profiles (device profiles).
Download the report by selecting the link on completion of report generation, and view in an Excel.
CSS Usage
Navigate to CSS Usage to generate a report on all the CSS that are in use.
Reconcile Clusters
Navigate to Reconcile Clusters from the menu to reconcile Source and Target items.
The table shows three columns to display the Source objects, Target objects and the third column showing
dif ferences.
Navigate to Bulk Changes from the menu to update multiple items simultaneously rather than individually.
Additionally, use Bulk Changes to run migration point changes.
The migration change point provides a way to run in isolation any specific work flow task base on the migration
change point and optional Site(s). It can be used to roll back configuration.
Select +Create Migration Point Change. From the drop down, select the migration point to run.
Select Reset, then from drop down menu select cluster that the handsets are registered. Click Run ITL Reset.
NOTE: It is recommended to consolidate the old and the new UCM Cloud cluster certificates rather than using the ITL
Reset option.
Navigate to SIP Trunks from the submenu, to view all the SIP trunks discovered.
Ignoring Rules
Navigate to Ignoring Rules from the submenu, to view all items where the rules are set to Ignore.
Navigate to Users Missing Email from the submenu, to view the list of users whose email information must be added
bef ore migration.
The f ollowing is a list of all the validation rules that are available, you can disable the rules if required.
Tasks
The Tasks menu lists all tasks that are accomplished. Expand each task and view by selecting the link in the Status
column.
These steps help you validate the data imported to the Migration Assistant tool
Select Number Ranges from the UCM Migration Assistant menu, to view and modify DNs, E164 ranges, and any
Number Conflicts.
DN
Select DN, to view all the DN ranges.
Select Edit Range, to view or modify the E164 and DN range. You can use the Edit Range to disable the details.
Navigate to Invalid E164s from the menu. If any invalid E164s are detected during the discovery and validation steps,
they will be displayed here.
Navigate to Conflicts from the menu, to view any DN or E164 number range conflicts that must be resolved prior to
migration.
To rollback migrated services in UCM Migration Assistant, there are different rollback options. It is possible to rollback
individual services or the sites that is migrated.
1. Navigate to Ready from the UCM Migration Assistant menu, select Rollback.
Select Preview Rollback Loaded, to view the Rollback screen > select Start Rollback. This option will
rollback the devices that was previously loaded into the new Cisco Unified CM.
Click Browse and select the item that requires rollback. For example: If a specific phone requires rollback,
then under Object Type enter CUCM-PHONE.
Select Rollback Changes, to roll back the change from the new cluster.
Once the transition from Unified CM to UCM Cloud is complete, there are a f ew additional steps that should be
considered:
Handover Document for End Users. Provide the customer an end-user document explaining that:
● The system has undergone maintenance.
● There should be no changes in phone behavior.
● Their call history will have been cleared.
● They should reset Jabber.
Provide support information so that users can receive the required assistance.
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