Migrate Unified CM to Webex - An Overview

Migrate Unified CM settings for users, devices, numbers, and locations to Webex Calling platform for a better user experience and also to leverage the enterprise-grade Cisco Webex cloud calling, mobility, messaging, and calling services. The migration automates the firmware license generation, verifies the device eligibility, and assigns phone numbers to users and devices for Webex calling services.

Prerequisites

Before you start your migration, make sure that you meet the following requirements:

Access Cisco Webex Control Hub as an organization administrator. For more information, see Assign Organizational Account Roles in Cisco Webex Control Hub.
Create Webex Locations with PSTN assigned for each Location. For more information, see Configure Cisco Webex Calling for Your Organization.
Obtain the BAT/CSV files for the Unified CM users and devices. For more information, see Cisco Unified Communications Manager Bulk Administration Tool (BAT) .
Ensure phones on Unified CM that you are migrating are using Phone Load version 14.1 or later. For more information, see Install or Upgrade Cisco IP Phone Firmware.
Identify any DNs from Unified CM that are mapped to multiple Device Pools in Unified CM. This tool cannot migrate these DNs. You can use Add and Assign Devices in Bulk for migration.
Ensure all your end users from Unified CM are provisioned as Webex Users via Cisco Directory Connector or other means. For more information, see User and Contact Synchronization and Install Cisco Directory Connector.

Import Users Using the Bulk Administration Tool (BAT)

Use the Bulk Administration Tool (BAT) in Cisco Unified Communications Manager application to export users from Unified CM, and later import to Control Hub and Webex Users. Complete these steps to import the users:

Select Bulk Administration > Import/Export > Export to export the contact lists of the migrating users from the current home cluster.

The Export Data window displays.

Choose Select All in the Select items to Export section.

Choose a filename for the exported list data. In the Job Description field, enter the description that you want to provide for the job. Export Configuration is the default description.

Click Run Immediately or schedule the job to run later. Click Submit.

Monitor the status of the export job. Use the Job Scheduler option in the Bulk Administration main menu to schedule and/or activate this job.

Do not modify or update the tar file after you export the file from Unified CM application.

Download the export file and store it for use later when the user migration is complete. Choose Cisco Unified CM IM and Presence Administration > Bulk Administration > Upload/Download Files.

From the Upload/Download window select the tar file and click on Download Selected.

Un-tar the .tar file to any location on your machine using the tar -xvf command. Extract the .csv file to the specified location. See the Cisco Unified Communications Manager Bulk Administration Guide for detailed information.

Task Flow

Use the migration wizard on Control Hub to migrate Unified CM settings for users, devices, numbers and locations. The migration wizard helps you to perform the following tasks and start the migration.

1	From the customer view in Cisco Webex Control Hub, go to Services > Migrations. On the Migrate Unified CM to Webex card, click Get started. The Update Unified CM deployment to Webex Cloud Calling page appears.
2	Click Step 1: Review upgrade prerequisites to view the list of prerequisites.
3	Read and complete all the prerequisite tasks before you proceed. For more information, see Migrate Unified CM to Webex - An Overview.

Import Data

Collect Unified CM details, such as the list of users and devices that you plan to import to Cisco Webex cloud calling service. Use the Unified CM Bulk Admin Tool to get the tar files, see Import Users Using the Bulk Administration Tool (BAT) for detailed information and then import the files.

From the Migrate Unified CM to Webex Calling page, go to Import data text box.

Choose one of the following options to import the files:

Drag and drop the .tar files into the Import data text box.
Click Browse to browse to the location of the tar file, select the file, and then click Open.

After the files are imported, you can view the details, such as the total number of users, devices and phone numbers on the page. You can't proceed if the upload is not successful.

The upload time depends on the size of the files that you upload. After the upload is successful and complete, the Create a new task button is enabled.

Click the More information ellipsis⋮ icon and choose one of the following options:

View—To view the data table with all imported data, such as user ID, name, email ID, primary extension number, device pool, and device ID. The Import Data page appears. You can choose Actions to export or import all the uploaded data. Use the import option to upload a new file.
Delete—To remove all the imported and uploaded data.

Create a Migration Task

Create a migration task to migrate your Unified CM settings. This task helps you to monitor and track the migration progress, review any errors, or even cancel the migration tasks.

From the Update Unified CM deployment to Webex Cloud Calling page, go to Step 3 Migrate to Webex Calling and click Create a new task.

The New Migration Task page appears.

Enter the name of the task in the Task name field.

The task name should contain a minimum of 8 characters. Provide a unique task name for your migration task.

In a single task, you can migrate a maximum of 1000 users and 1000 devices from the on-premise deployment to Cisco Webex cloud calling platform. To migrate more than 1000 users or devices, you must create multiple migration tasks.

Click Next.

The Map device pools to locations page appear.

Map Device Pool to Locations

To migrate the Unified CM Dialed Numbers (DNs), assign a Webex Location to a Unified CM Device Pool. Unified CM DNs that are mapped to a single Device Pool can be migrated. An association is created between a device pool and a location. A device pool contains a set of devices that share common characteristics and are logically grouped. Each device that is uploaded using the phone.csv file is grouped into a device pool. All existing Unified CM device pools are mapped to a location in Webex Calling service. This page also lists the device pools that are migrated or pending for migration to a particular location.

You cannot migrate Unified CM DNs that are mapped to multiple Device Pools using this tool, in this release. You must bulk provision the numbers through Webex Calling using the CSV file.

If you do not want to include a location in this task, you can leave it undefined. For more information, see Configure Cisco Webex Calling for Your Organization.

1	You can view the following details in the Map device pool to locations page: Device pool—Name of the device pool. Phones migrated—The total number of IP phones that are configured in Webex. Total devices—The total number of devices that are yet to be migrated. Webex Calling Location—The device pools that are assigned to a location. Country—The name of the country where the location belongs to.
2	Click the Search field and type the device pool or location to filter and view the respective data.
3	Click the Webex Calling Location drop-down list to choose a location. If you want to assign a location to the device pool later, you can choose Undefined from the Webex Calling Location drop-down list.
4	Click Next. The Select locations page appears.

Select Locations

After an association is made between the device pool and locations, the backend system creates an E.164 prefix, phone number and extension range, partition, and the total number of lines for each E.164 prefix. Each location contains the devices and the total number of lines that are already mapped. Make sure that the phone numbers and extensions are assigned to the correct location, and then choose locations that you want to include in the migration task.

You can use the Search field to search for the locations or click the All (Locations) drop-down list to choose a location.

On the Select location page, click the expand icon next to a location to view the location details. The location details are based on the assigned device pool.

Each location contains a common prefix, Unified DN range of phone numbers and extensions, UCM partition, warnings/errors, and total number of lines.

If there are multiple locations found warning message, then you must resolve this mandatory warning. Any other warning messages such as unsupported or conflicting length of the phone number extension are for information only. You can also click the All (Warnings) drop-down list to view the list of all warnings.

To move the total number of lines from one location to another, click the ellipsis ⋮ icon next to the No.of lines and choose the location from the listed location options.

The number of lines are added to the new location.

Click the Actions button on the screen to expand and collapse the location details.

To include the locations that you want to include to the migration task, check the check boxes next to the locations, and click Next.

The Manage numbers in location page appears.

Manage Numbers in Location

You can create a mapping between the users and phone numbers of a location. You can assign the same Unified CM phone number and extension to a Webex phone number and extension of a location.

1	On the Manage numbers in Location page, the following details appear: Total Webex Calling locations—The total number of locations. Phone numbers already in use—The total number of phone numbers already assigned to Webex users or Webex workspaces in Control Hub. Phone numbers not allocated—The total number of phone numbers that are not available for your Webex organization. Extensions already in use— The total number of Webex extensions already assigned to Webex users or Webex workspaces in Control Hub.
2	View and download the phone number status: The UCM User ID, UCM E.164 prefix, UCM DN, UCM partition, Webex location, Webex phone number, and Webex extension appears on the page. Use the various filters such as: Webex Number Status – Available, Unknown, Unavailable, Unallocated. Errors – Duplicate, Invalid Extension Length, Missing Number, and extension. You can fix common errors in this page using the Edit option. Click Actions to use the Export and Import functions and modify the records. Click the row and choose any of the following options: Edit icon - Click the icon and enter the Webex number in the box. Delete icon - Click the icon to remove the device.
3	Click Next. The Assign Numbers to Users or Workspaces page appears.

Assign Numbers to a User or a Workspace

After you've configured the phone numbers for Webex Calling service, you can assign them to users or to workspaces. You can also modify or remove the phone numbers from users or workspaces. Invalid or unassigned phone numbers are not included in the migration task.

1	On the Assign numbers to a user or workspace page, the following details appear: Total Webex calling location—The total number of locations. Webex users—The total number of user records that corresponds to the records in Webex. Webex workspaces—The total number of records that are provided for workspace assignment. Users not in webex— The total number of users without a matching user record in Control Hub and cannot be provided for number assignment.
2	To assign a Webex phone number to a workspace, click the row and select Edit, to enable the workspace toggle option on the Workspace column.
3	To assign a Webex phone number to a user, perform the following: Click the row and choose the edit icon. The Search box appears. Type the name or email ID of the user and choose the email ID from the listed options. Use the filters such as Duplicate User and user not found. You can fix common errors in this page using the Edit option.
4	Click Actions to use the Export and Import functions and modify the records.
5	Click Next. The Check device eligibility page appears.

Check Device Eligibility

Migrate a Unified CM device that is supported by both Webex Calling and the migration tool, also ensure that the device is mapped to the correct Webex location. All devices that you're planning to migrate are listed in this page. You can migrate the eligible or compatible devices and devices with unknown status. Based on the hardware version of the device, you can verify if the device is eligible for migration. You can qualify a device from unknown to eligible by providing the correct MAC address and Model of a device.

1	On the Assign devices to a user or workspace page, the following details appear: Total Webex Calling location—The total number of locations. Webex App—The total number of users with access to Webex calling from the Webex App. Eligible phones—The total number of IP phones devices that are compatible for Webex Calling. Ineligible phones—The total number of IP phones devices that are not compatible for Webex Calling. Unknown phone eligibility—The eligibility status of the device is unknown. However, you can migrate these devices.
2	To update the MAC address of the device or modify the device model, click the device row, click the edit icon and then modify the MAC address on the Device MAC text box.
3	Click Actions to use the Export and Import functions and modify the records.
4	Click Next, the Review page appears.

Review

On the Review page, you can view the summary of your migration task, such as the list of items included or excluded in the migration, or any action that you must perform before you proceed to stage your migration.

Click Show list next to the excluded or included items to expand and view the details about the reason for inclusion or exclusion.

Choose one of the following options:

Click Download reports to download the reports in bulk.
Click the ellipsis⋮ icon next to each included or excluded item and then click Download report to download the individual report the item.

Click Prepare to Migrate.

The Ready for migration page appears. The migration tool does these pre-migration activities:

Profile creation for each device in Webex app
License generation for each device
BAT file generation
Associate a calling behaviour for all user rather than softphones.

Click Close.

The Migrate Unified CM to Webex Calling page appears with a list of tasks that are in different status.

The following table lists the task status and description:

Table 1. Task Status
Task Status	Description
Ready for migration	The pre- migration activities are complete. You can start your migration from Unified CM. The Complete migration button is enabled.
In-progress	The pre-migration activities are still in progress. The Complete migration button is disabled.
Draft	The pre-migration activity is yet to start. The Complete migration button is disabled.
Review Errors	The pre-migration activities are complete and there are errors to be resolved. The Complete migration button is disabled.
Ready with Errors	The pre-migration activities are complete with errors. The Complete migration button is enabled.

Click Complete migration to download the manifest file in .zip format which contains MAC address of phones in a .txt format. You must upload this CSV file on Cisco Unified Communications Manager and start the migration.

Start Migration

You need to log into Cisco Unified Communications Manager and upload the CSV file with the device details to start the migration. Make sure that you’ve the CSV file that contains the user and phone details that you want to import from Unified CM to Webex Cloud calling service.

Upload Files

1	Log in to Cisco Unified Communications Manager.
2	From Cisco Unified CM Administration, go to Bulk Administration > Upload/Download Files.
3	Click Add New. The File Upload Configuration window appears.
4	In the File text box, enter the full path of the file to upload from the downloaded manifest file or click Browse and locate the file.
5	From the Select the Target drop-down list, choose the target as Phone.
6	From the Transaction Type drop-down list, choose the transaction type as Update Phone - Custom File.
7	Check the Overwrite File if it Exists check box, if you want to overwrite an existing file with the same name.
8	Click Save. The upload status appears.
9	Repeat steps 4 to 8 for all the generated files.

Migrate Phones

Use this procedure to migrate users and devices without an Enterprise license. The migration tool automatically converts the license of these users and devices.

1	From Cisco Unified CM Administration, choose Bulk Administration > Phones > Update Phones > Custom File. The Update Phones Custom Configuration page appears.
2	From the Update Bulk Phone Template where drop-down list, choose Device Name.
3	Click Find. The phones that are listed in the files, if available, appear on this page.
4	Click Next.
5	Check the required parameters check boxes and update the details such as description, phone load name, load server, and so on, in the respective fields.
6	From the Job Information section, choose one of the following options. Run Immediately—Click this button to start the job immediately. Run Later—Click this button to schedule the job sometime later.
7	Click Submit.
8	Repeat steps 1 to 7 for all the generated files.
9	To view the status of the submitted job, go to Cisco Unified CM Administration, choose Bulk Administration > Job Scheduler.
10	Select your job to view the job status.