Table Of Contents

Installing and Configuring Cisco PreQualification Assistant

Contents

Introduction

Pre-Configuration Procedure Guidelines for Checking Initial Network Set-up

Installing the PreQualification Assistant Tool

Running the Tool - Using the Tool Application Window

Menu Commands

File Menu Commands

System Menu Command

Test Configuration Forms Window

Test Status Window

Using Test Configuration Forms

Cisco Unified CM Test Configuration Form

Test(s) Enabled by this Test Configuration Form

Test Configuration Forms in a Generic Environment

LDAP (Generic) Test Configuration Form

Test Configuration Forms in a Microsoft Exchange Environment

LDAP Server (Active Directory) Test Configuration Form

Calendar Server (Microsoft Exchange) Test Configuration Form

Test Configuration Forms in an IBM Domino Environment

LDAP (Domino Directory) Test Configuration Form

Calendar Server (IBM Domino) Test Configuration Form

Installing and Configuring Cisco PreQualification Assistant

---

Revised: May 3, 2011, OL-13673-04
First Published: November 27, 2006

Contents

•Introduction

•Pre-Configuration Procedure Guidelines for Checking Initial Network Set-up

•Installing the PreQualification Assistant Tool

•Running the Tool - Using the Tool Application Window

•Menu Commands

•File Menu Commands

•System Menu Command

•Test Configuration Forms Window

•Using Test Configuration Forms

•Calendar Server (Microsoft Exchange) Test Configuration Form

•Test Configuration Forms in an IBM Domino Environment

•Calendar Server (IBM Domino) Test Configuration Form

Introduction

This document explains how to install and configure the Cisco TelePresence Manager PreQualification Assistant tool.

It is important to install and run the PreQualification Assistant to ensure that the pre-configuration set-up is performed correctly. The data you enter into the Tool Test Configuration forms are used to verify connections to the servers and validate data from them to be used to configure CTS-Manager.

Pre-Configuration Procedure Guidelines for Checking Initial Network Set-up

This table provides a guideline for the procedures you will need to reference in order to check the set-up of the the network before installing the Cisco TelePresence Manager.

This table also lists the next couple to tasks to be performed when installing the CTS-Manager system.

Table 6-1 Pre-Configuration Guideline for Testing the Set-Up of the System Network for CTS-Manager

Set-Up Procedure Guidelines before Installing CTS-Manager	Description	Location
Install and configure PreQualification Assistant	Install, configure, and run the PreQualification Assistant to ensure that your pre-configuration set-up is performed correctly. The data you enter into the Tool Test Configuration forms are used to verify connections to the servers and get data from them to be used to configure CTS-Manager	Current Chapter.
Installing or Upgrading CTS-Manager software	The installation requires information about your network and the rules for finding and exchanging information. This information was set up during the pre-configuration tasks.	Chapter 7, "Installing or Upgrading Cisco TelePresence Manager"
Initializing CTS-Manager	After installing the CTS-Manager software, the next process is initializing Cisco TelePresence Manager to enable access to information sources such as Microsoft Exchange Server for meeting requests from Microsoft Outlook, Active Directory for accessing user and conference room information, and Cisco Unified Communications Manager for conference room availability and telephone support	Chapter 8, "Initializing Cisco TelePresence Manager"

Installing the PreQualification Assistant Tool

After you have downloaded the PreQualification executable, use the following procedures to install the tool.

---

Step 1 Double-click the executable to begin the install process. After the Installer window appears, click the Next button.

Figure 6-1 Excelsior Installer Window

Step 2 Specify if the application is to be a personal profile or can be used by others. Then click the Next button.

Figure 6-2 Installation Type Window

Step 3 Review and accept the destination folder defaults and click the Next button.

Figure 6-3 Destination Folder Window

Step 4 Review the program folder destination, accept the defaults and click the Next button.

Figure 6-4 Program Folder Window

Step 5 In the Start Installation window, review the folder information and if correct, click the Next button.

Figure 6-5 Start Installation Window

Step 6 If you are ready to finalize the installation, click Finish button.

---

Note Uncheck the Start checkbox if you don't want to launch the tool immediately after completing the installation.

---

---

Figure 6-6 Installation Completed Window

---

Running the Tool - Using the Tool Application Window

The CTS-Manager PreQualification tool allows administrators to determine if any changes are needed to their network to support a CTS-Manager installation

Figure 6-7 Tool Application Window

The Tool runs a series of tests to determine if your LDAP server, Calendar server, and Cisco Unified CM configurations meet the requirements to support CTS-Manager. The set of tests you run are determined by the Calendar server running on your network (IBM Domino or Microsoft Exchange). You can also run a set of tests without specifying a Calendar server.

In order to run a series of tests you need to provide the Tool with configuration information for your LDAP server, Calendar server, and Cisco Unified CM. The three tabbed windows display the Test forms used to enter configuration data.

The Test Status window displays the status of each test. Once you have run a set of tests you can view the results of each test in a Test Result window. The test results contain troubleshooting data needed to prepare your LDAP server, Calendar server, and Cisco Unified CM to work with CTS-Manager.

If additional analysis is required to prepare your network, you can create a zip file for technical support that includes all the test results.

The Tool application window has three main areas which are explained in the next section.

Menu Commands

The following sections cover the commands in the File menu.

File Menu Commands

•The New Profile command saves all the Test form field values you have entered to a profile that can be used again.

•The Delete Profile command asks you to confirm your deletion of the active profile.

•The Load Profile command lists the saved profiles. You can choose which profile you want to use to run the PreQualification tests.

Figure 6-8 File Menu Commands

System Menu Command

•The Select Calendar Server lists the Calendar servers. Choose Exchange, Domino, or None to display the corresponding Test Configuration forms.

•The Execute Tests command performs the same function as the Execute Test button displayed above the Test Status list at the bottom of the application window.

Figure 6-9 System Menu Commands

•The Collect Logs command collects all the tests you've run into a zip file to make it easy to transport the results to Cisco Technical Support.

–If you check the Include Config Settings checkbox, the values you entered into the Test Configuration forms are collected and included in the zipped report.

Figure 6-10 System Menu Commands

Test Configuration Forms Window

The Test Configuration Forms window presents three areas, selected by individual tabs. The tabs display the LDAP/Calendar server configuration you've chosen from the Select Calendar Server command in the System menu.

Figure 6-11 The Forms Tabs Window

---

Note The Test Configuration Form fields and how they are used are described in the Using Test Configuration Forms section.

---

Test Status Window

The bottom of the application window lists the tests available.

Figure 6-12 The Test Status Window

Table 6-2 Test Status Columns

Test Description	This column describes the test.
Component	This column displays the type of test.
Status	This column displays the status of the test. The statuses are: •Not Ready - All the required Test Configuration Form fields do not have values. •Ready - All the required Test Configuration Form fields have the required vales entered. •Not Applicable - The test will not be run, because the LDAP/Calendar server does not need the test results •Failed - The test did not pass. Refer to the Test Results window by clicking the View button to the right of the failed test. •Passed - The test passed. There are no configuration changes needed to support the test results.
Result	This column contains the View buttons for viewing the results for each test.

Using Test Configuration Forms

There are three Test Configuration forms (LDAP server, Calendar server, and Cisco Unified CM). There are also three network environments (Exchange calendar server, Domino calendar server, and no calendar server). The Test Configuration forms are used to collect the data required to run the relevant tests for each network environment The sections below define the Test Configuration forms for each network environment.

Cisco Unified CM Test Configuration Form

The Cisco Unified CM Test Configuration form requires the same data for all three network environments.

Figure 6-13 The Cisco Unified CM Test Configuration Form

Table 6-3 The Cisco Unified CM Test Configuration Form Fields

Field Name	Field Value
Host	The hostname or IP address of Cisco Unified CM
Bind Mode	This is always set to secure mode.
Port	This is always set to port 8443.
Username	Logon account with Cisco Unified CM Application User name. The admin username is not needed.
Password	Password for Cisco Unified CM Admin account.
Certificate	The full pathname to the Cisco Unified CM security certificate.

Test(s) Enabled by this Test Configuration Form

•Verify connection to Cisco Unified CM server

Test Configuration Forms in a Generic Environment

You can use the PreQualification Tool to test your LDAP server without specifying a calendar server. This applies when the user selects Calender Server, "None."

LDAP (Generic) Test Configuration Form

Figure 6-14 The LDAP Server (Generic) Test Configuration Form

Table 6-4 The LDAP Server (Generic) Test Configuration Form Fields 

Field Name	Field Value
Host	The hostname or IP address of the LDAP server.
Bind Mode	If you set this to secure you'll need to provide a security certificate.
Port	In Normal bind mode the port setting is 389. In Secure bind mode the port setting default is 636.
Default Context	Enter the default context in the form o=ciscoDev
Username	Enter the Username as the user fully qualified domain name. Note You also include the default context in the Username field. Exampls are: cn=administrator, cn=users, dc=mycompany, dc=com.
Password	Password for LDAP server with administrative privileges.
Certificate	The full pathname to the LDAP security certificate. This is needed only if you are using the Secure Bind Mode.
User Containers	The containers from which queries are performed to retrieve user objects. More than one user container or user object can be specified. The Cisco Telepresence server uses the values entered to search through the containers in sequence to retrieve user and meeting room information from the Directory Server. Additionally, these containers are used to retrieve user information for authentication. User containers are entered in the Entry field above the User Containers field. Use the Add button to add a user container to the list. To delete a user container from the list, select the specific user container and click Delete.
Scheduler Username	When the user selects "None" option, then this is not needed for generic LDAP environment.
Scheduler Password	When the user selects "None" option, then this is not needed for generic LDAP environment.

Test(s) Enabled by this Test Configuration Form

•Verify connection to LDAP server

•Verify user containers

•Extract all object classes

•Extract attributes of object class `Person'

Test Configuration Forms in a Microsoft Exchange Environment

LDAP Server (Active Directory) Test Configuration Form

Figure 6-15 The LDAP Server (Active Directory) Test Configuration Form

Table 6-5 The LDAP Server (Active Directory) Test Configuration Form Fields 

Field Name	Field Value
Host	The hostname or IP address of the LDAP server.
Bind Mode	If you set this to secure you'll need to provide a security certificate.
Port	In Normal bind mode the port setting is 389. In Secure bind mode the port setting default is 636.
Default Context	Enter the default context in the form dc=mycompany, dc=com
Username	Enter the Username as the user fully qualified domain name. Note You also include the default context in the Username field. Exampls are: cn=administrator, cn=users, dc=mycompany, dc=com.
Password	Password for LDAP server with administrative privileges.
Certificate	The full pathname to the LDAP security certificate. This is needed only if you are using the Secure Bind Mode.
User Containers	The containers from which queries are performed to retrieve user objects. More than one user container or user object can be specified. The Cisco Telepresence server uses the values entered to search through the containers in sequence to retrieve user and meeting room information from the Directory Server. Additionally, these containers are used to retrieve user information for authentication. User containers are entered in the Entry field above the User Containers field. Use the Add button to add a user container to the list. To delete a user container from the list, select the specific user container and click Delete.
Scheduler Username	The scheduler username is the value of an end user ID.
Scheduler Password	The password associated with the scheduler username.

Test(s) Enabled by this Test Configuration Form

•Verify connection to LDAP server

•Verify user containers

•Extract all object classes

•Extract attributes of object class "Person"

•Retrieve display name for scheduler

•Authenticate scheduler user

Calendar Server (Microsoft Exchange) Test Configuration Form

Figure 6-16 The Calendar Server (Microsoft Exchange) Test Configuration Form

Table 6-6 The Calendar Server (Microsoft Exchange) Test Configuration Form Fields 

Field Name	Field Value
Host	The hostname or IP address of the Exchange server.
Bind Mode	If you set this to secure you'll need to provide a security certificate.
Port	In Normal bind mode the port setting is 80. In Secure bind mode the port setting default is 443.
SMTP LHS	Enter the LHS for an account with full access or read access to rooms.
Password	Enter the password for the Exchange administrative account, using English characters only.
Certificate	The full pathname to the Exchange security certificate. This is needed only if you are using the Secure Bind Mode.
Logon Name	Enter the logon name for the full access or read access privileges to rooms. Enter the logon name in the same form as the SMTP LHS.
Domain	Enter the domain for the logon name.
Room Email IDs	Enter the full email address for each CTS endpoint.

Test(s) Enabled by this Test Configuration Form

•Verify connection to Calendar Server

•Retrieve mailbox quota information

•Retrieving display name for room(s)

•Subscribe MS Exchange events for room

Test Configuration Forms in an IBM Domino Environment

LDAP (Domino Directory) Test Configuration Form

Figure 6-17 The LDAP Server (Domino Directory) Test Configuration Form

Table 6-7 The LDAP Server (Domino Directory) Test Configuration Form Fields 

Field Name	Field Value
Host	The hostname or IP address of the LDAP server.
Bind Mode	If you set this to secure you'll need to provide a security certificate.
Port	In Normal bind mode the port setting is 389. In Secure bind mode the port setting default is 636.
Default Context	Enter the default context in the form o=ciscoDev
Username	Enter the Username in the form cn=ctm account Note You must also include the default context in the Username field. For example, cn=ctm account,o=ciscoDev.
Password	Password for LDAP server with read privileges.
Certificate	The full pathname to the LDAP security certificate. This is needed only if you are using the Secure Bind Mode.
User Containers	The containers from which queries are performed to retrieve user objects. More than one user container or user object can be specified. The Cisco Telepresence server uses the values entered to search through the containers in sequence to retrieve user and meeting room information from the Directory Server. Additionally, these containers are used to retrieve user information for authentication. User containers are entered in the Entry field above the User Containers field. Use the Add button to add a user container to the list. To delete a user container from the list, select the specific user container and click Delete.
Scheduler Username	The scheduler username is the value of an end user ID.
Scheduler Password	The password for the scheduler account.

Test(s) Enabled by this Test Configuration Form

•Verify connection to LDAP server

•Verify user containers

•Extract all object classes

•Extract attributes of object class `Person'

•Retrieve display name for scheduler

•Authenticate scheduler user

Calendar Server (IBM Domino) Test Configuration Form

Figure 6-18 The Calendar Server (IBM Domino) Test Configuration Form

Table 6-8 The Calendar Server (IBM Domino) Test Configuration Form Fields 

Field Name	Field Value
Host	The hostname or IP address of the Domino Calendar server.
Bind Mode	If you set this to secure you'll need to provide a security certificate.
Port	In Normal bind mode the port setting is 80. In Secure bind mode the port setting default is 443.
Username	Enter the username in the form "John Test."
Password	Enter the password for the username. The user must have a minimum of read permission on the resource database being used to test.
Certificate	The full pathname to the Domino security certificate. This is needed only if you are using the Secure Bind Mode.
Organization Name	Enter the Domino Organization name.
Resource DB	Enter the name of the resource DB. For example, Telepres.nsf.
Room Email IDs	Enter the full email id for each CTS endpoint. The format for each email id is: Testroom/Site1

---

Note For IBM Domino, both DIIOP and HTTP ports must be setto allow anonymous access or the connection test will fail. In IBM Domino Administrator, go to Configuration > Ports > Internet Ports. Under the Web and DIIOP tabs in the Authentication Options section, make sure that Anonymous is selected.

---

Test(s) Enabled by this Test Configuration Form

•Verify connection to Calendar Server

•Retrieve mailbox quota information

•Retrieve room to database mapping test

•Retrieving display name for room(s)

•Retrieve samples of calendar documents