COBRAS

Contents

COBRAS Overview. 3

COBRAS Gets Most Data For: 3

COBRAS Does Not Get: 3

COBRAS “Hot Mode” vs. “Briefcase Mode” 4

COBRAS Backup and Restore High Level Process. 4

Key Differences Between DiRT and COBRAS. 5

Usage Scenarios. 6

Straight backup and restore. 6

Restore only select objects. 6

Restore onto a different version or product (migration) 7

Merge multiple backups onto a single server 7

Copy complete audio text applications onto many servers. 7

Version Support 8

Data Backed Up and Restored. 8

Data not backed up. 9

Data Changed During Connection Imports. 10

Codec Changes for Connection Imports. 11

Notification Device Mapping for Connection Imports. 12

Alternate Extensions. 12

Custom Keymap Conversations. 12

Language Support 13

Routing Rules. 13

Data new to Unity 4.1(1) 13

Data new to Unity 4.2(1) 13

Data new to Unity 5.0(1) 13

Data new to Unity  7.0(2) 14

Data new to Unity 8.0. 14

A Word About Migrating Unity Subscribers Between Unity Servers in a Network. 14

Connecting to Remote Connection Servers for Both Export and Import 15

Troubleshooting Remote Connection Failures. 16

COBRAS Export 16

Backup File locations. 17

Log File locations. 18

Limiting Which Mailboxes Are Backed Up. 18

Limiting Which Distribution Lists to Backup Membership For 19

Backup Options. 20

Scheduled Backups on Unity. 22

Scheduled Backups for Connection 7.x and Later 24

Adjusting Processing Speed. 24

Backups of Business Edition (also called CoResident) Installations. 24

Requirements/Special Notes. 25

COBRAS Import 25

Important Preparation for Connection 7.0 and Later Imports and Exports. 26

Restore Process. 28

Restoring Select Messages for a Specific Subscriber 58

Import Options. 60

Import “Mapping Memory” 60

Requirements/Special Notes. 61

Directory Synchronization with Unity Restores. 61

Important Notes About Message Backups and Restores With Unity. 63

Important Notes About Message Backups and Restores With Connection. 64

Important Note About Importing Users into Connection with LDAP Integration. 64

How Long Will a Backup Take on My System and How Much Space Will it Take?. 65

Troubleshooting Tips. 66

Double Check Connection Server Settings. 66

Disable CSA and all Virus Scanning Applications. 67

Run with Debug Enabled. 67

Message Import/Export for Connection 7.x and later 67

Message Export for Connection 1.2. 68

WAV Upload or Download with Connection 7.x and later 68

Directory Sync Issues with Import for Unity. 69

TAC Directed Command Line Parameters for Troubleshooting. 69

Obtaining Updates. 70

Revision History. 70

Import For Unity 4.x/5.x/7.x/8.x. 70

Export For Unity 4.x/5.x/7.x/8.x. 76

Export For Connection 1.2(1) 82

Export For Connection 7.x/8.x. 84

Import For Connection 7.x/8.x. 87

COBRAS Overview

Consolidated Object Backup and Restore Application Suite (COBRAS) is a set of tools designed to allow administrators to backup all subscribers, call handlers, interview handlers, public distribution lists, and schedules and to restore some or all of that information onto another Unity or Connection server.  It is specifically designed to allow for partial restores, restores onto different versions or products than the version that was backed up, and “merges” of data from multiple system backups.  This tool does not provide the same functionality as DiRT (Disaster Recovery Tools) in that it does not do a full backup of the entire Unity database and restore it “en mass” on a new server.  See the Key Differences Between DiRT and COBRAS  3 section for a more detailed run down on the differences between DIRT and COBRAS.

In short:

COBRAS Gets Most Data For:

COBRAS Does Not Get:

IMPORTANT NOTE: Phone passwords (PINs) from Unity 7.0, Connection 7.0 and Connection 1.2 backups will NOT be restored when importing those users into Connection 7.0 systems.  This has to do with a missing functionality in the credentials management system in the 7.0 releases.  This was addressed in the 7.1(3) release of Connection at which point COBRAS provides PIN support for all three versions.

A more detailed list of what’s included and not included in COBRAS backup and restore see the Data Backed Up and Restored  7 section.

COBRAS “Hot Mode” vs. “Briefcase Mode”

COBRAS works in two different modes.  The most common is “Briefcase Mode” which is what most sites will use and has been out in production for some time now.  In Briefcase Mode you can do a backup of Unity or Unity Connection and then restore that backup or only selected objects from that backup onto another Unity or Unity Connection server (see the Version Support section below for details here).  In Briefcase Mode there are never any changes made to the system that is backed up.  You can restore some or all of the data to multiple target systems as many times as you like.  The intent here is to allow sites to copy data from one install to another even when there is no direct network connection between the two – like putting the backup in you briefcase and walking to a new network to restore it.  Hence the name.

Briefcase Mode is by far the more common usage scenario and this help file is dedicated to that mode. 

Hot Mode” is specific to sites that are running Unity and Unity Connection that are in an active digital network with each other and running version 8.0 or later where Unity is connected to Exchange only.  It is used for moving subscribers from Unity to Unity Connection in that environment only, no other.  At the time of this writing Unity Connection 8 and Unity 8 are not yet released so this functionality is not being used in the field.

The primary difference for Hot Mode is that users can be MOVED from Unity to Unity Connection.  In other words their entire configuration is no longer homed on Unity, but instead on a Unity Connection server in the digital network.  In other words there ARE changes made to the Unity server in this case – it’s not just a simple backup and copy operation as far as users are concerned.  Call handlers, interview handlers and schedules are still copied from the Unity to the Unity Connection server – only users are treated differently when running in Hot Mode.

Hot mode migrations are a separate operation and the details of that are covered in a separate help file.

COBRAS Backup and Restore High Level Process

More detailed information about the backup and restore options and steps are provided later in the help file but this is a very high level view of the COBRAS process.

Backup

There are not many options on the backup – COBRAS gets the entire directory structure for all objects every time it does a backup.  You can choose if you want to include voice names, greetings, messages or distribution list members if you like, but all other basic object data is included in every backup to provide COBRAS restore with a complete object map to use during the restore process.

Restore

The number of pages in the wizard varies if you’re importing to Unity or Connection – Unity has 22 pages since it includes the option for routing rules restore, Connection has 20.  The pages listed here are for imports into Connection 7.0.

Wizard Part 1 (pages 2 through 6)

Select which backed up objects you want to restore.

You can choose all or only some of the different objects in the backup for restore in these pages.  It’s legal to, say, restore only a single subscriber object and nothing else (for instance someone accidentally deleted a subscriber and you need to rebuild them).  Or you can restore an entire set of call handlers that comprise an audiotext application onto several Unity or Connection servers to replicate them around your networked systems.

Wizard Part 2 (pages 7 through 11)

Resolve conflicts restoring any of the objects you selected during part 1.

If there are any conflicts with display names, extensions or aliases for any of the objects you selected to restore with existing objects in the voice mail database, you must resolve them here.  You have the option of changing the names or extensions on the spot to ensure they are created as new objects, or you can choose to overwrite an existing object in the voice mail database instead.

Wizard Part 3 (pages 12 through 23)

Resolve link references for any of the objects you choose to restore in part 1.

For every object you selected to restore in part 1 you need to tell COBRAS what to do with any links it can’t resolve.  Each object type has numerous types of “links”.  For instance, a call handler can have a message recipient that’s a public distribution list.  If that list is not known to COBRAS (for instance you are not restoring it from the backup), you need to tell COBRAS which distribution list to use from the voice mail’s existing database instead.  There are also links from user input keys, after-message destinations, exit destinations from subscriber’s inbox conversation etc… All links need to be resolved by choosing a replacement object for that link.  This can be a little more work for the administrator running COBRAS but produces a much more accurate and faithful representation of the backed up system behavior when you’re done.  COBRAS has logic built in to take its “best guess” for which object you may want to use as a replacement to make this as easy as possible for you, but you do want to review its choices carefully before executing the import.

 

Key Differences Between DiRT and COBRAS

 

DiRT

COBRAS

Works only for backing up and restoring Windows-based Unity or Connection installations.

Can backup Windows-based Unity and Unity Connection 1.2 and restore onto Windows-based Unity or Linux-based Connection 7.0 and later.

Backs up entire Unity directory including holidays, name lookup handlers, interviewers etc…

Backs up only information about subscribers, call handlers, public distribution lists, schedules and routing rules.

Does a complete directory synchronization on restore and forces any existing users in AD that match a subscriber in the Unity database to “point” to the new restored box.

Will create new subscribers or bind to existing users in AD but will not “force” a user in AD to point to the server if that user is already assigned to another Unity server.  Does not force a full rebuild of the global subscriber and global location information.

Only allows restores onto the same version of Unity or Connection 1.x that was backed up.

Allows for restores onto different versions (the same or newer than the version backed up) of Unity and Connection regardless of the version or product that was backed up.  Be sure to review the differences in data provided in the different versions of Unity or Connection you back up in the help sections that follow.

Must restore the entire backup.

Allows for individual objects to be selected for restore.

Backup is very quick because it’s getting entire SQL table as a single binary blob using MS SQL’s backup capability.

Backup is somewhat slower given it pulls data for each object one at a time and constructs a set of MDB files that contain the object data and messages (if included).

Uses ExMerge from Microsoft for getting entire inbox contents for messages.  The account you use to run backups needs to have full send as/receive as rights for all mailboxes touched.

Uses MAL interface to get just voice mails (no emails, receipts or faxes) for message backups.  This means you need to run the tool as the account associated with AvCsMgr service on the Unity server for message backups and restores.

Will not recreate membership information for public distribution lists in a new directory other than “top level” members.

Will create public distribution lists and include all members it can find in the new directory to that distribution list.

DiRT restores are very “heavy” in that they force an entire directory resync of all local and global object references.

Will ask for resyncs for only new subscribers or public distribution lists being created or when information about an existing subscriber that is being updated requires a directory sync.

DiRT wipes out the entire local installation during a restore. 

COBRAS is designed to allow for “merging” objects from multiple backups into one Unity or Connection restore.  No information is ever removed during a restore.

DiRT restores are very straight forward from an administrative standpoint because there are very few options.

Depending on the type and extent of the operation, the administrator may have quite a bit of legwork to do during a COBRAS restore.  All references and conflicts must be addressed before the restore is allowed to continue.  A 23 page wizard is involved and many items may need to be manually created to complete the operation such as COS instances and name lookup handlers.

Usage Scenarios

This is not a comprehensive list of uses but is intended to demonstrate the targeted uses of COBRAS in the field.

Straight backup and restore

COBRAS can be used for simply backing up all subscribers, call handlers, schedules, distribution lists, interviewers and routing rules and restoring them to a clean install of Unity or Connection after a failure.  For just plain backup and restore scenarios where the version of Unity is not changing, however, DiRT (for Unity or for Connection 1.x) or DRS (for Connection 2.x and later) is the better tool since it’s faster and includes data COBRAS does not such as COS objects, name lookup handlers and holiday information.  See the Data Not Backed Up section for more details on what’s not included with COBRAS backups.

Restore only select objects

For scenarios where Administrators would like to restore just a single object such as a subscriber, COBRAS is the ideal tool.  It can be used to restore a subscriber that has been accidentally deleted or update the user’s settings (including greeting and voice name) if they’ve been changed or lost for some reason.  COBRAS can also restore just that subscriber’s messages or even a single message for a particular subscriber as well.

This can be as many or as few objects of any type that COBRAS backs up.  If an administrator accidentally deletes a schedule, you can restore just that schedule information.  If a call handler or several handlers are deleted or someone changes the user input keys or whatever, those handlers can be recreated/updated.

NOTE: All settings for any object you choose to restore are updated based on the backed up version.  You can select which objects you wish to restore but you can NOT select which data on those objects is restored.  For instance you cannot JUST restore the user input key rules for a call handler and not also update the transfer rules.  Subscriber messages are optional items for restore, of course.

Restore onto a different version or product (migration)

COBRAS is unique in that it can take backed up data from a Unity 4.0(5) and restore it to a Unity 4.0(5) or later system.  COBRAS can also move from Unity to Unity Connection 7.0.  There are, of course, some items that cannot go between versions and products given the differences in features and data structures across them.  Be sure to review the details in the Data Backed Up and Restored section below to understand what’s potentially lost when going across versions or products.

NOTE: When restoring a Unity backup to another Unity installation, the version can be different but must be later than the version backed up.  You can restore to the same version or later only, you cannot restore to an older installation of Unity.  See the Version Support table below.

Merge multiple backups onto a single server

Again, COBRAS is unique in that it does not require a clean installation of Unity to do a restore of some or all objects in the backup database.  You can, for instance, take all subscriber data, including messages, from one Unity server and restore them onto another without damaging the existing subscribers.  If you are collapsing multiple Unity servers into one, this is an ideal use of COBRAS.

NOTE: You may have to change aliases and/or extensions of subscribers to avoid conflicts.  COBRAS does not allow subscribers with the same alias or extension number to be created on a restore.  It does, however, allow you to change them to make those values unique during the restore process if you wish.  When restoring into a Connection 7.0 or later system COBRAS does allow you to assign users, handlers, interviewers and distribution lists into separate partitions to keep extensions unique when merging multiple backups into one server.  However aliases (for users and distribution lists) and display names (for handlers) need to be unique system wide in all cases.  You can use the Data Viewer utility on the COBRAS home page to edit the alias and/or extension numbers of users prior to import if necessary to make this a little easier.

Copy complete audio text applications onto many servers

If you wish to move a complete set of connected call handlers that make up an audio text application, COBRAS is an easy way to do this.  For instance if you deploy Unity servers with a set of handlers in a “tree” for caller input handling, you do not have to manually create those handlers on each installation any longer.  You can backup a system that has these handlers on them and restore them over and over again on as many Unity servers as you like.

TIP: COBRAS lets you select objects for restore based on several criteria including sub string matches on display names.  If you have several audiotext applications or a lot of handlers that are included in a “set” it can make things easier to include a unique string such as “{Sale AT}” or the like in the display name of all those call handlers in that application so they can easily be selected as a set during restore. 

Version Support

The following is a table of support version paths – for Unity restores of a Unity backup the rule is you must restore it to the same version of Unity or later.  You cannot backup, say, Unity 5.0 and restore it onto a Unity 4.0(5) installation.  Newer data objects and conversations etc… cannot be restored into the older database so this is not allowed.

 

Backed Up Version

Can be Restored To:

Unity 4.0(5)

Unity 4.0(5), 4.1, 4.2, 5.0, 7.0, Connection 7.x or 8.x

Unity 4.1

Unity 4.1, 4.2, 5.0, 7.0, Connection 7.x or 8.x

Unity 4.2

Unity 4.2, 5.0, 7.0, Connection 7.x or 8.x

Unity 5.0

Unity 5.0, 7.0, Connection 7.x or 8.x

Unity 7.0

Unity 7.0, Connection 7.x or 8.x

Connection 1.2

Connection 7.x or 8.x

Connection 7.0

Connection 7.0 or 7.1 or 8.x

Connection 7.1

Connection 7.1 or 8.x

Connection 8.x

Connection 8.x

NOTE: Restores to Connection 7.x or later are supported only for stand alone installations – you cannot import backups into a co-resident (Business Edition) installations.

Some important things to notice in this table:

Data Backed Up and Restored

At the top level, COBRAS gets all system call handlers, full subscribers (NOT internet subscribers, VPIM users, Bridge users or AMIS users), schedules, interview handlers and public distribution lists and allows them to be restored, complete with relationships between them if they exist on any supported version of Unity or Connection.  See the COBRAS Export section for details on your options for backing up data.

COBRAS gets as much data as it can and restores as much data as possible based on what version was backed up and what version is being restored to.  For instance if you back up a Unity 4.0(5) server and restore to a Unity 5.0(1) system, there is clearly a number of features new to 5.0(1) that will not be represented in the backup.  In this case COBRAS just uses whatever is in the subscriber template for the missing properties.  If COBRAS has data in the backup it will use it – the template is only used to fill in what it doesn’t have.

Data not backed up

Unity and Connection data not backed up

Unity data not backed up or not fully restored in Connection

Connection data not backed up

IMPORTANT NOTE: Phone passwords (PINs) from Unity 7.0, Unity Connection 1.2 and Unity Connection 7.x backups will NOT be restored when importing those users into Connection 7.x systems that are earlier than 7.1(3).  This has to do with a missing functionality in the credentials management system in the 7.0 releases.  This was addressed in the 7.1(3) release of Connection at which point COBRAS takes advantage of it and provides PIN support for all three versions.

 

NOTE: See the sections on limitations of message backups and restore with Unity below for details on the message data that is not preserved.

Data Changed During Connection Imports

When importing data into Connection 7.0 or later from a Unity backup, some data has to be changed.  The two products have different ranges supported for some values, different conversations that are supported etc… Connection has strict database rules that do not allow for any “fudge” room for these differences and so COBRAS must force the values into an acceptable range.  Whenever this is done an informational note is written to the COBRAS import log file as well as the HTML summary report indicating which value was changed, what its old value was and what its new value on Connection 7.0 is.  You need to review this information for potential issues but in most cases these changes are minor.

Some examples of data that can be changed:

NOTE: Most of these changes are not critical but some may change the behavior of your system in ways you were not expecting.  COBRAS Import for Connection will log an information note every time any value has to be changed to bring it into compliance with Connection’s data model.  It is incumbent upon you to review them in the consolidate report output after import and understand all the changes that had to be made.  These messages should all be human readable and reasonably clear about the change made.

Codec Changes for Connection Imports

As noted above Unity Connection versions prior to 8.0 do not support as many codecs as Unity does in Windows.  Notably it does not support playing or recording files in GSM 6.10.  If you have backed up a Unity system that has any greetings, voice names and/or messages in GSM, when restored they will not play on Connection.  During the import process COBRAS will convert these WAV files into G711.  A note is made in the log for each WAV file that is converted into G711.  For Unity Connection 8.0 GSM 6.10 is supported so this does not come into play.

Notification Device Mapping for Connection Imports

Unity and Connection have a slightly different list of notification devices.  Further, Connection supports a dynamic list of devices which means you can have more notification devices of each type than Unity supports.  For the most part all this is not critical, however two items come into play.  Editing notification devices from the phone interface is limited to the five “base” devices for both Unity and Connection.  Similarly BAT can only edit those  same five devices.  Other devices are imported with an ID of “other”.  They work fine however they can only be edited via the SA or PCA web interfaces and not via BAT or over the phone.  Editing notification devices in bulk is an unusual operation as a rule so normally this isn’t a critical issue.

The following table indicates how Unity notification devices are mapped into Connection notification devices during an import:

 

Unity Notification Device

Connection Notification Device

Text Pager 1

SMTP

Text Pager 2

Other

Home Phone

Home Phone

Pager

Pager

Pager 2

Other

Work Phone

Work Phone

Spare Phone

Spare Phone

Phone 2

Mobile Phone

Phone 3

Other

Phone 4

Other

Phone 5

Other

Phone 6

Other

Text for VMI

Other

SMS

(not included in backup)

 

Alternate Extensions

Alternate extensions are always backed up, however, during a restore they are considered secondary.  In particular when determining which objects are in conflict based on what you decide to restore, the alternate extensions of subscribers you’ve selected to include are not evaluated.  During the restore an attempt is always made to add the alternate extensions in when the subscriber is created, but if there is a conflict they are skipped and a warning is written to the log output.  However, this does _not_ fail the creation or modification routine for the subscriber – COBRAS import will continue to move ahead.  Be sure to check the log output for “(warning)” strings to check for this type of issue when restoring users to an existing system.

Custom Keymap Conversations

COBRAS does backup the name of the conversation that subscribers are associated with and will try and restore that on the import.  However, COBRAS has no knowledge of the key map configuration itself – if you’ve modified a custom key map conversation on one server, do a backup and restore users onto another server where that same custom key map is not customized, users will have a different sounding key map conversation.  It’s up to the administrator to make sure the key mapping data is configured on the target system as they wish.

Language Support

COBRAS does an up front check to see if all languages in the backup are present on the target system however it will still allow the migration to proceed regardless after issuing a warning.  It’s STRONGLY recommended that you have the same languages installed on the target as the source. It will restore the language settings for subscribers, call handlers and routing rules as they were backed up.  If the target system does not have those languages installed, Unity and Unity Connection will both fall back to the default phone conversation language.  This will not cause errors but may result in unexpected behavior.  It’s up to the administrator to make sure the target system has the appropriate languages installed.

Routing Rules

Backups from Unity 4.x/5.x/7.x/8.x that are restored onto Unity 4.x/5.x/7.x/8.x include the option to insert routing rules from the backup onto the new system. 

Restores onto Connection 7.x and later do NOT offer the option to import routing rules – regardless of the version of Unity or Connection that was backed up.

NOTE: As a rule you should only include routing rules in your Unity restore in special circumstances – it’s normally best to not try and include those unless you have a good reason to do so.

Data new to Unity 4.1(1)

The following values were added in 4.1(1) and are not present in earlier versions.  Backups of Unity 4.0(5) that are restored to this version will pull these values from the subscriber template. 

Data new to Unity 4.2(1)

The following values were added in 4.1(2) and are not present in earlier versions.  Backups of earlier versions to this version will pull these values from the subscriber template. 

Data new to Unity 5.0(1)

The following values were added in 5.0(1) and are not present in earlier versions.  Backups of earlier versions to this version will pull these values from the subscriber template. 

Data new to Unity  7.0(2)

The following values were added in 7.0(2) and are not present in earlier versions.  Backups of earlier versions to this version will pull these values from the subscriber template.

Data new to Unity 8.0

A Word About Migrating Unity Subscribers Between Unity Servers in a Network

One common use of COBRAS is to move subscribers from one Unity server to another in the same Active Directory network.   It’s important to note that COBRAS does _not_ allow you to force overwrites of global subscriber information in this case.  So if you’re moving John Smith from Unity A to Unity B you can’t just back up Unity A with COBRAS and import John Smith onto Unity B.  COBRAS will see John Smith’s subscriber record on Unity B’s global subscriber table pulled from the directory and will not allow you to overwrite it. 

There’s a couple different ways to approach this problem.  After getting a COBRAS backup of Unity A you can follow either of these paths:

If you’ve already removed Unity A from the network or it’s crashed or the like, you’ll need to use the Remove Subscriber Properties tool (aka “Bunny Killer”) to clean the Active Directory objects of Unity properties first before being allowed to import them onto another Unity server in the network.  Once the data has been removed from the Active Directory entries then Unity’s directory synchronization services will remove the user’s information from the global subscriber table on its own and you’ll be allowed to import those users into Unity via COBRAS.

COBRAS cannot simply “blast” over existing properties of user’s “tagged” as being owned by another Unity server cleanly without risk of damage to other Unity installs, so this is not allowed.

Connecting to Remote Connection Servers for Both Export and Import

Both COBRAS Export and Import require a remote administration account be configured and the remote database proxy service activated and started.  See the Preparation for Connection Imports section for details on this – the same procedure is necessary for both Export and Import – Exports do not require any SMTP service settings to be changed however. 

When you first start COBRAS Export or Import for Connection 7, you will see a login dialog box that will be empty except for port 20532 filled in as the default for the port.  You must provide the server name or IP address for the “Server” field and provide the login and password for the database connection account.  Use the alias and web administration password of the database user created above for the login and password fields.

COBRAS will remember your entries including the password (which is stored in a secure hash).  Each time you run COBRAS it will load the settings of the last connection you made (or attempted to make).  Every server you’ve successfully connected to in the past will be listed in the drop down list in the order in which you connected to it last – most recent to least recent.

NOTE: The login and password information is stored along with the local Windows login name.  Only those servers that have been attached to successfully using the current Windows login will be listed.  If you are logging into the same Windows server with different users you will only see servers connected to with that particular Windows login.

NOTE: Some login errors will fail quickly and give you a chance to try a different pair.  Other types of failures however, results in a 60 second timeout while CUDLI waits for the Informix ODBC driver to return.  Unfortunately this cannot be shortened.  Type carefully.  There is no reason to change the port any longer – it’s there for legacy reasons.

NOTE: Attaching to a remote Connection server over a WAN or VPN link to do a large import is not recommended.  It is best to use a LAN connection if at all possible.  Issues with WAV file uploads and large remote database operations can cause timeout errors when going over a VPN or slow WAN link.

Troubleshooting Remote Connection Failures

  1. The most common issue with remote connection failures is the database proxy service has been stopped for one reason or another.  This service will not start automatically after a Connection server restart and is shut down automatically after a configured number of days.  There have also been several defects along the way that cause it to simply stop on its own.  If you cannot log into the remote system and you are certain you’ve configured the remote user correctly and are using the right login/PW then double check the status of the remote database proxy service.  It is often a good idea to stop and start it again – make sure it comes up in a running state (i.e. not “pending”).  There is no harm in stopping and starting this service, it’s only role is providing off box tools with direct database access.
  2. Make sure nothing is blocking access to the port being used to create the ODBC connection.  In Connection 7.x and later this should always be port 20532.
  3. Make sure the Informix ODBC driver is installed.  Note that if you’re on a 64 bit operating system this still must be the 32 bit ODBC driver since COBRAS (as all Connection tools at this time) are 32 bit applications.  The ODBC driver download page has two versions of the 32 bit driver that have been tested – if you’ve downloaded your own copy from IBM this may be an issue.

COBRAS Export

NOTE: If you are exporting from Connection 7.0 and later, be sure to review and follow the steps in the Important Preparation for Connection 7.0 and Later Imports and Exports. 25 section before continuing.

The COBRAS Export is very straight forward since it offers very few options. 

Backup File locations

Select a folder where backups will be stored.  Each backup run will create a new folder _under_ this location that is named similar to this:

            C:\<your backup folder location>\COBRAS_Backup_071108_18_36_14\

The number at the end is <year><month><day>_<hour>_<minute>_<second> that the backup is run.  This folder will contain a file called “UnityDbData_Backup_071108_18_36_14.MDB” in all cases.  If you’ve also selected to backup subscriber messages there will be another file named “UnityMessage_Backup_071108_18_36_14.mdb” in there.

NOTE: You may see more than one message backup file if you have a large mail database.  Each message backup file contains a maximum of 3000 voice mail messages.  If there are more than that to be backed up you will see additional message backup files for each set of 3000 messages.

You can select how many of these backup folders COBRAS will save before deleting old ones using the options found under the configure menu (see the Backup Options section).  By default it’s set to 5 but can be adjusted from 1 to 30.  Therefore, if you run COBRAS 6 times or more, only the most recent 5 backup folders will be left around.  If you are including messages and/or you are backing up very large servers and drive space is a consideration, you may want to set this to value to “1” or “2” such that only the most recent or last 2 backups are saved.

Log File locations

Log files are stored under the COBRAS Backup installation directory under the “Logs” folder.  This is not configurable.  By default COBRAS will keep 30 days worth of logs around before deleting old logs.  Again, you can configure this from 5 days up to 90 (see the next section).  Log files are only cleaned up when a backup is run so if you have not run COBRAS in a while there may be log files in the folder older than the number of days you have specified.

Limiting Which Mailboxes Are Backed Up

When exporting, COBRAS always gets all the directory information about all objects on the system.  You can limit if it gets voice names, greetings or distribution list membership but that’s about it.  Messages can result in considerably larger amounts of backup time and database space.  As such COBRAS export allows for you to either select to export no messages, all messages or only messages for selected subscribers.  To access the option to select specific subscribers to backup mailboxes for, select the “Include Messages Only for Selected Subscribers” radio button under the message export checkbox and then press the “Choose” button.  The following dialog is displayed:

 

You can add users to the grid by a variety of options including COS membership, display name sub string, extension range or CSV file membership.  Once the list of subscribers you wish to include is as you like it, press the “Apply” button and a filter file is created that COBRAS export will use when exporting messages for subscribers.  This same filter file will be used for scheduled backups as well so long as the radio button for limiting mailbox output to subscribers in the list is active.

You can view the subscribers in the currently active filter file by choosing the “Show subscribers in existing mailbox filter”  in the drop down on the above dialog – you can review and remove users by unchecking them on the left and then press “Apply” to save the new filter file.

If you choose to add users to the filter file using a CSV file of your own, the first line of the file must contain a column for “ALIAS” or “EXTENSION” or both.  All other columns are ignored and only those two items can be used for searching for subscribers by CSV.

Limiting Which Distribution Lists to Backup Membership For

Similar to limiting which mailboxes are backed up, you can determine which public distribution lists COBRAS will “walk” in the directory to get a fully flattened membership list for.  Given that COBRAS has to do this in Active Directory and potentially walk many sub lists, this can take some time and it may be desirable to limit this to only a few important lists instead of all of them Unity is aware of.

If you select the “Include Membership For Selected Lists” radio button and press the “Choose” button, the following public distribution list selection dialog is shown:

Like other dialogs of its kind there are several selection options to find the lists you want.  Once you have all the public distribution lists you want COBRAS to generate membership information for, press the “Apply” button and this list will be saved as a CSV file in the application folder.  When backups are done only these distribution lists will have their membership generated until you change the list or select a different option for the COBRAS distribution list behavior.

Backup Options

In the Configure menu you can access the “settings” dialog which lets you determine how many days to get log files around for and how many backups (both database and messages if selected) to keep.

By default COBRAS saves 5 backups and 30 days worth of logs.  You can set this to as few as 1 backup and 5 days worth of logs up to 30 backups and 90 days worth of logs.  Keep in mind that backups can be quite large, particularly if messages are being saved so keep in mind the storage needs if you decide to keep larger numbers of backups around.

The option to restart the message store monitor service after the export of messages defaults to off.  In some cases an extended export of messages from Unity will cause the message monitor service to become inactive and this forces COBRAS to kill the service and restart it.  This will result in a full MWI resync.  Normally this is not required, only turn this option on if you need to.

On the main form you can select options for backups.  These options are saved to the registry and are used by default every time you run COBRAS backup until you change them again and do a successful backup run.  Note that these same saved settings are used if you run a scheduled backup (see the next section). 

Scheduled Backups on Unity

Scheduled backups for running nightly/weekly backups of your Unity or Connection 1.x installation can be configured using the “Configure” menu and selecting “Schedule backups”.  The backup scheduler dialog will pop up:

Notice that _all_ items in the Windows scheduler interface are shown, not just COBRAS backup schedules.  You can delete and edit any of them in this dialog, so be cautious.  The schedule interface is pretty straight forward – if you edit an existing schedule event or create a new one, you’ll see the schedule dialog:

It’s important to note that you need to remember to check the “Enabled” box at the bottom (it is not checked by default) and set the password for the “run as” account – this will default to the account you’re currently logged in as.  Without both of these things done, scheduled COBRAS backups will not execute properly.

NOTE: The configuration you have setup in the last backup you’ve run or whatever configuration you have when you select “save settings” under the Configuration menu is what COBRAS will use when the scheduled task runs.  You cannot have one set of options configured for scheduled backups and another when you run it manually interactively.  If you wish to do something different manually, remember to setup the options you want for the scheduled backup and use the “Save settings” option to set them.

Information about the backup (errors, warnings, success info) will be logged to the Windows event log when they are run as a scheduled task.  COBRAS does not write information to the event log if you run it manually at the desktop.  Be sure to check the COBRAS logs and/or the event log for problems.  The event log information for COBRAS includes these 3 message types (eventIDs 1, 2, and 3):

Information for start and stop of backup look like this (start is eventID 1, finished is 2) :

Event Type:       Information

Event Source:    COBRASBackup

Event Category: COBRAS Backup Status

Event ID:           1

Description: COBRAS Backup Started

Errors are EventID 3:

Event Type:       Error

Event Source:    COBRASExport

Event Category: COBRAS Backup Status

Event ID:           3

Description: (error) Could not log into DOH for message backup – skipping messages for this run.

Scheduled Backups for Connection 7.x and Later

The backup option for COBRAS Exports for Connection 7.x and later are somewhat more sophisticated than for Unity.  The reason for this is that a single COBRAS export installation on a Windows box may be connection to several Connection servers for backup purposes.  As a result the ability to do backups of multiple different Connection servers from one installation is necessary.

To accomplish this the COBRAS export for Connection keeps track of all login, password and backup options including the target folder for each server you connect to.  As such you can schedule separate backups for SERVERA going to a folder called SERVERA and backups to SERVERB going to a folder called SERVERB and so on.  All the folder aging policies and such work the same as for Unity backups (see above) but are applied to each folder individually.

NOTE: COBRAS will run multiple instances of itself – if you schedule multiple backups to fire up at the same time they will all run at the same time.  This wont necessarily cause any harm but the backups will run very slowly when competing with one another – it’s much better to have them run at separate times.

The login dialog for Connection 7x export is also a bit more sophisticated in that it keeps encrypted hashes of all the login and password details around so when you select a server you’ve connected to in the past from the drop down box it will fill all that information in for you automatically.

Finally, you’ll notice that exports done with COBRAS for Connection will include the name of the server you backed up in the folder name, MDB files created for directory and messaging backups and all the log file names to help keep this information differentiated.

Adjusting Processing Speed

By default COBRAS export runs a “normal” processing priority.  This should be reasonably safe to run while Unity is taking a small number of calls.  If you are running a backup while the system is not taking any calls and speed of backing up is more important, then you can run it at higher priority.  If the system is busy and you want to avoid damaging system performance during the backup you can run it at a lower priority.

Under the Options menu you’ll see a “Processing Speed” option that allows you to select one of the three speeds.  Your choice “sticks” for the next run and will be used for any scheduled backups as well.

NOTE: For systems that are configured for failover capability, if you run at a high priority and the system is taking calls it may result in Unity going into “failover” mode because the database is too busy – if you are running a failover configuration it is not recommended that you run any faster than “normal” priority, even if there is no load on the system to avoid going into failover mode.

Backups of Business Edition (also called CoResident) Installations

Business Edition or CoResident installations is a product that includes Call Manager and Unity Connection installed on a single server providing phone and voice mail functionality in one package for smaller installations.

In previous versions of COBRAS export the phone passwords (PIN) were not backed up if it was a CoResident installation.  Starting in COBRAS Export version 1.0.49 the ability to fetch PIN via an AXL based database fetch into Call Manager’s database was added.  A check is made up front if the installation is detected to be a CoResident configuration and if it is the ability to fetch data via an AXL call is tested using the credentials you supplied when attaching to the Connection service.  If AXL is allowed, PINs will be included.  If not, you are allowed to continue the export without PINs anyway if you wish, however it’s strongly suggested that you provide AXL connectivity before doing the backup.

In a CoResident installation you will need to create an Application or End User account in Call Manager that is then imported into Connection and granted the Remote Administration role (see the configuration notes on that here).  You will also need to associate that user with a group that has the “Standard AXL API Access” role associated with it in Call Manager’s interface.  The super users group has this, however it’s normally better style to create a group just for AXL access, assign just the AXL API Access role to it and then assign your user to that group. 

To create a new group in Call Manager, go to the Cisco Unified CM Administration page and under “User Management” select “User Group”.  Select to add a new group, give it a name and hit the “Save” button.  Once the group has been added choose the “Assign Role to User Group” option in the “Related Links” list in the upper right of the group page and click the “Go” button.  Click the “Assign Role to Group” button and a list of all the roles defined will show.  You need to select the “Standard AXL API Access” role in this case and then press the “Add Selected” button at the bottom of the page.  Once you return to the group role assignment page, press the “Save” button at the bottom and your new group is configured.

Once the group is created and configured you can assign your user to that group by going to either the End User or Application User page in the User Management menu item and using the “Add to User Group” option.  Once they’ve been added to the group and you press Save the “Standard AXL API Access” role should show up for that user in their “Roles” list below groups.

Requirements/Special Notes

The backup has been tested on Windows 2000 and 2003 server, Windows XP and Windows Vista.  Note that with Vista you will need to run the application with the “as administrator” option so it can create local WAV files on the file system and such.

All COBRAS applications are 32 bit and require the IBM Informix ODBC drivers for 32 bit operating systems.  If you are running COBRAS export for Connection  on Vista 64 bit or Windows 2008 64 bit, you will need to install the 32 bit drivers as COBRAS runs explicitly in 32 bit.  See the Informix ODBC driver download page for details.

Unity or Connection must be up and running for a backup to take place.

Before running the COBRAS Export utility I strongly recommend you take some steps to clean up any database inconsistencies in your install. Make sure the latest version of dbWalker runs clean prior to doing a backup.  Remember, any database inconsistencies present in the backup will be encountered during restore.  Garbage in means Garbage out so try and start with as clean a backup as you can get.

Backup supported for Unity 4.0(5), 4.1(x), 4.2(x), 5.0(x), 7.0(x) or 8.0(x) with Exchange or Domino as the back end or with Connection 1.2, 7.x or 8,x and later. 

No backup or restore support planned for Connection 2.x due to access limitations on the server.

NOTE: When backing up Connection 1.2 the command line tool for extracting messages provided by Connection does not handle spaces in user’s aliases.  If you have users that have a space in their alias string you will need to remove it or messages will not be included for those users on export.

NOTE: When backing up Unity versions, if you select the option to include messages you MUST be logged in as the account associated with the AvCsMgr service.  If not COBRAS Export will not allow the export to start until you uncheck the option for message export.  There is no exception or work around for this, you have to be logged in as that account to export messages.

COBRAS Import

The import process is where all the detail work for administrators comes into play.  Depending on what you want to do, you will need to fill out information on most or all of the 20 to 23 wizard panels in the COBRAS Import wizard.  This may seem a bit daunting but for a typical configuration much of what you need to configure is either simple or already preconfigured for you.  However, please be very cautious and check all the values before moving on. 

The short version is that COBRAS needs to preserve all the many relationships between objects being restored and, in cases where that cannot be achieved (for instance you are only restoring a handful of users or call handlers from a large backup) you must tell COBRAS what to do with relationships that are no longer valid.

COBRAS is different than previous tools in that it lists the objects that are referenced which it cannot find and asks that you provide a corresponding object to replace that reference with.  For instance if you have a call handler that is owned by John Smith and you are restoring just that call handler, COBRAS will ask you to select a subscriber on your target voice mail server to “stand in” for John Smith.  ALL references to John Smith by that call handler (i.e. one key rules, owner, message recipient etc…) will be replaced by the subscriber you select.  You MUST select a subscriber to replace John Smith, you cannot run through and pick a different owner, different recipient, change one key rules to not point at John Smith etc… This is a different model than used in the past with tools like Global Subscriber Manager and the like, but for functions like merging many objects into an existing installation this works much better and cleaner and provides a better all around solution even though on the surface it may look more complex.

This new model means you can select some or all subscribers and/or call handlers and/or public distribution lists and/or schedules and/or routing rules for restore.  It’s completely legal to restore a single system schedule and nothing else.  COBRAS is smart enough to only require you to resolve conflicts or dependencies based on what you select to restore.

Important Preparation for Connection 7.0 and Later Imports and Exports

If you are restoring a Unity or Connection 1.x backup onto Connection 7.0 or later or Exporting from Connection 7.0 or later there are a couple of important things to take note of.

  1. If you have a version earlier than Connection 7.0(2) installed, make sure you’ve “relaxed” all transfer and dial out restriction tables prior to import.  It’s easiest to just change them to allow all numbers and then put them back after import.  This will not be necessary with Connection 7.0(2) or later.  The easiest way to do this is to just uncheck all the “Blocked” checkboxes for each transfer and delivery restriction table (no need to worry about fax numbers, COBRAS does not restore those to Connection).  When the import is complete you can then go back and check these again.
  2. If you are restoring from a Unity 7.0, Connection 1.2 or Connection 7.0 backup into a Connection version earlier than 7.1(3), phone passwords will NOT be preserved from the backup.  The password from the subscriber template selected for new user creation will be used when new users are created and existing phone passwords for users will remain in place as is when overwriting existing user data.  If you’re restoring to Connection 7.1(3) or later PINs are preserved
  3. If you are restoring from a co-res installation (Call Manager and Connection on the same server), again phone passwords will not be preserved.  The subscriber template’s PIN will be used for new user creation.

In addition, Connection 7.0(1) and later comes “out of the box” configured to not allow remote connections to the database for security reasons.  To be able to run a data and message import into Connection requires you create a user with the rights to attach to the database remotely, activate the remote data service and, optionally, open access to inbound SMTP messages for importing messages. Do the following tasks.

NOTE: Remote data access configuration is also necessary for running tools such as the Database Explorer (CUDLI), User Data Dump (CUDD) and other diagnostic or reporting tools

NOTE: Restores to Connection 7.x and later are supported only for stand alone installations – you cannot import backups into co-resident (Business Edition) installations.

Task 1: Configure a User without a mailbox with the Remote Administrator and System Administrator roles

1.       Go to the Cisco Unity Connection Administration web interface for your installation.

2.       You can leverage a user with or without a mailbox for off box data access purposes, but it’s strongly suggested that you create a new user without a mailbox that is used solely for the purpose of remote administration tasks for security reasons.  This is also required if you want to export messages from a Connection 7.0(2) or later server – a user with a mailbox may not be allowed to extract messages from other mailboxes, whereas a user without a mailbox should have no problem.

3.       Be sure the web administration password for this user is not configured to require a change at first login on the “Password Policy” page for that user.

4.       If necessary, change the web administration password on the “Change Password” page.  Note that only the web application password comes into play for remote data access.

5.       Finally, on the “Role” page for the user, add the “Remote Administrator” and the “System Administrator” roles to the “Assigned Roles” list and save.  You can assign any or all other roles as well but for the purposes of remote access to the database and making updates to users those two are necessary.

Task 2: Set the Database Proxy Service Shutdown Time

Out of the box the database proxy service is not running and if you try to start the service it will shut down right away.  First you need to set the “Database Proxy: Service Shutdown Timer” value found in the System Settings -> Advanced -> Connection Administration section of the Cisco Unity Connection Administration page.  By default this is 0.  You can set it to as high as 999 days if you like.  After the number of days configured here the remote database proxy service will shut down.  This is useful if you want to do some migration work, for instance, and don’t want to forget to have the service disabled for security reasons.

NOTE: If you restart the server, the remote database proxy service will remain shut off.  After a system restart you have to go in and manually turn on the service again (see step 3)

Task 3: Activate the Remote Database Proxy Service

1.       Out of the box the service that listens to remote database requests is not active, you must turn it on.  To do this, go to the “Cisco Unity Connection Serviceability” web admin page.

2.       On the Tools menu, select the “Service Management” page.

3.       The “Connection Database Proxy” item under the “Optional Services” section will be marked as “Deactivated” and stopped.  Press the “Activate” button and it will be activated and started automatically.

Once you’ve started the proxy service you can connect with any tool that needs off box database access using the user name, web administration password and port “20532”.

NOTE: The service will automatically shut down after the number of days configured in step 2 above or if you restart the server.

Task 4: (Optional) Enable SMTP Connectivity For Importing Messages

If you are restoring messages from a COBRAS backup to a Connection 7.0 or later system you will need to enable access to send SMTP mail messages into the system.  You must disable any authentication restrictions on the SMTP service to do this. 

1.       Go to the “SMTP Configuration” section of the “System Settings” in the Cisco Unity Connection Administration web page.

2.       On the “Server” page check the “Allow Connections from Untrusted IP Addresses”

3.       Uncheck the “Require Authentication from Untrusted IP Addresses”

4.       Select “Disabled” for the “Transport Layer Security from Untrusted IP Addresses” and save your changes.

The Unity Connection SMTP Server configuration page should look like this at the bottom:

 

NOTE: Once COBRAS is done importing messages you should go uncheck the “allow Connections From Untrusted IP Addresses” option on this page.

Restore Process

I realize 22 pages seems alarmingly long, but don’t panic.  It’s not nearly as bad as it sounds.  The first 7 pages are selecting the backup you want to restore from and which objects you want to restore.  Easy.  Then you need to indicate what to do with potential conflicts (i.e. we can’t have two “John Smith” subscribers with extension 1000 in the system) on pages 8 through 12.  Then you tell COBRAS what to do with references it cannot resolve in the rest of the wizard.

NOTE: You will only see pages you have something to review or configure on.  So if there are no missing call handler references, for instance, you wont see that page in the wizard.  As such in a typical restore you’ll see fewer than 22 pages of the wizard – this is by design.

NOTE: When doing a restore onto a Unity system you will have the option of selecting routing rules to restore and then later where to put them.  These two pages are not shown when restoring to a Connection 7.x or later system.

The easiest way to get a feel for what’s involved is to just go through the wizard one page at a time.

Main Form

The first panel is what you’d expect – you have to select a backup MDB file to load.  Before you are allowed to advance to the next page, COBRAS Import checks the backup file to make sure it’s valid and the version of COBRAS export that created it is compatible with the version of Import you’re trying to run.  Since update to the backup file database structure may change across versions, both the backup and import portions of COBRAS may have to be updated which requires this type of check.  When updating your import be sure to update the export you’re using as well to avoid compatibility problems. 

NOTE: There are a couple items in the Options menu to be aware of:

Select Subscribers to Restore

This page allows you to select subscribers you wish to restore from those in the backup.  Remember, only FULL subscribers are included in the backup.  Internet subscribers, Bridge, AMIS, SMTP users and such will not be included.  COBRAS will either create new subscribers for these users or update existing users in the target voice mail server depending on your input later in the import wizard.  As noted earlier it is not required that you choose any subscribers on this page before moving on. 

There are seven options for selecting subscribers from the backup file:

The last two items may be a bit different – however, if you’ve backed up a system that has several “sub groups” (or “tenants”) defined and have used unique strings to identify these users and objects, this can be a quick short hand way to pick these users out of your backup.

The option at the bottom for only restoring messages for a single select subscriber is a special feature that allows you to fish out a select few voice messages from a  backup for a subscriber without changing anything else during the restore.  See the Restoring Select Messages for a Specific Subscriber section for more details on this process.

Select Call Handlers to Restore

This page is the call handler selection page.  Again, you are not required to select any call handlers here if you don’t wish to restore any handler data.  As with subscribers, all selected call handlers will either be created as new or over write existing call handlers on the target voice mail server depending on your answers later in the Import Wizard.

There are 9 options for choosing call handlers from the backup database:

Select Interview Handlers to Restore

This page allows you to select which interview handlers to restore from the backup, if any. It’s not necessary to choose any interview handlers if you don’t wish to.

There are 6 options for selecting interview handlers for restore from the backup file:

Select Public Distribution Lists to Restore

This page allows you to select which distribution lists from the backup, if any, you’d like to restore.  If public distribution list membership information was included in the backup, an attempt to restore this will be made as well.   Again, it’s not necessary to choose any public distribution lists on this page if you don’t want.

There are 4 options for selecting public distribution lists for restore from the backup file:

Select Routing Rules to Restore (Unity restores only)

If you’re doing a restore to a Unity server, this page allows you to select which routing rules, if any, you wish to restore from the backup data files.  There are two options for selecting routing rules to restore:

Routing rules are a bit tricky and are easily the most difficult item to backup and restore smoothly in a complex environment.  Often it’s best not to include these unless you have a specific need for them.  Be sure to review the routing rules insertion from Insert Routing Rules page of the wizard for some details on how this works.

Select Schedules to Restore

This page allows you to select which system schedules you’d like to restore on the system from the backup data files.  There are two options for selecting schedules to restore:

Select Templates to Use During Import

This page allows you to select templates or partitions for new object creation.  Only items for which you’ve selected at least one object to restore will be enabled (for instance in the screen shot above no distribution lists were selected for restore so the option is disabled).

The template or partition is used when creating new objects only, not for updating existing objects.  You select this here such that extension conflicts done later in the wizard are specific to the partitions that you will be adding new objects to.

If you wish to create new objects in multiple different partitions you will have to run COBRAS multiple times and select different templates or partitions to do that.

NOTE: When restoring from a Unity backup to Connection 7 or later all objects have to be associated with dial partitions when created.  Since Unity does not have this concept, the partitions associated with the user and call handler templates are used for all new user and new handler creation for this purpose.  The partitions are taken from the template and used as the default for all new objects created, however you can manually change which partitions are used on the conflict resolution pages later in the wizard.  It’s best to create all your partitions, search spaces and templates with as simple a design as possible prior to starting your imports – this is especially true if you’re “merging” multiple Unity backups into a single Connection installation and there are overlapping extensions to be dealt with.

Resolve Partition References (Connection 7.x and later backups only)

When restoring a Connection 7.0(1) or later backup into Connection 7.x or later you are given the opportunity to map all dial partition references in the backup to a corresponding partition in the existing voice mail database.  You must resolve all references before being allowed to continue.

Note that you can map multiple partitions in the backup to a single partition in the new voice mail database, however this is NOT a good idea.  All extensions in all partitions MUST be unique and trying to merge partitions is never a good idea.  You can put multiple partitions into the same search space and have the results ordered – if you wish to “merge” partitions this is a better approach.  It’s best to have a one-to-one mapping for all partitions in your backup to partitions in the new voice mail server.

Resolve Call Handler Conflicts

Starting with page 9 of the wizard, we move away from selecting WHAT to restore and determining HOW to restore it.  The next five pages allow you to decide if you’re going to have objects you selected to restore created as new, unique objects in the target voice mail server or have them over write (replace) objects that are already there.

This page shows all the call handlers you selected to restore earlier in the wizard.  Each call handler will be in one of three states in the grid:

  1. CREATE NEW HANDLER.  These rows are green and indicate that the display name and extension of the call handler on this row are all unique and that COBRAS will create a new call handler on the target voice mail server.  If you want this handler to replace an existing one on the voice mail server you can select the ”Overwrite an existing call handler on the voice mail system” radio button at the bottom and then press the ”Select” button to get a search dialog to find a call handler you wish to overwrite.  ALL DATA for the selected call handler will be replaced with the backed up call handler data except for the name and extension.  Choose carefully.  Once you do this and press the ”Save” button, the row will change to OVERWRITE EXISTING HANDLER and turn yellow.

You can select a different partition to create the handler in – the partition shown will default to that found in the call handler template you selected earlier. 

NOTE: If you choose to change the extension or display name of a call handler using the ”Create as new call handler” radio button and then saving, those changes are saved into the backup files.  In other words if you change a call handler from ”Test Handler 1” with extension 1000 to ”Test Handler 2” with extension 1001 to avoid a conflict and save it, the next time you do a restore with this backup set, that handler will still be setup as ”Test Handler 2” with extension 1001.  If this is undesirable behavior for you, make sure to do your restore using a copy of your backup database.

  1. OVERWRITE EXISTING HANDLER.  These rows are yellow and indicate that the alias/display name and extension all matched an existing call handler on the system.  COBRAS will default to assuming you want to over write the corresponding call handler on the target voice mail system.  You can change this selecting the ”Create as new call handler” radio button and then editing the extension and/or display name values in the ”Update” box at the bottom and pressing the ”Save” button.  If the display name and extension are unique the row will change to CREATE NEW HANDLER and turn green.  If they are not unique you will get a dialog box telling you which object it’s conflicting with.

NOTE: When overwriting an existing call handler, the display name, alias and extension will not be changed on the existing call handler.  All other data from the backup will be applied to the handler.

  1. CONFLICT.  This means either the display name or the extension, but not both, matches an existing call handler so COBRAS can’t assume which one you want to overwrite if any.  The name of the call handler or other object it’s in conflict with is noted in the row.  You must choose a radio button at the bottom of the page to determine if you want to create this as a new call handler by changing the display name or extension or choosing a call handler on the voice mail server to overwrite and then pressing ”save”.  You cannot move to the next dialog until there are no handlers marked as CONFLICT.

You can use the previous button to go back and remove a call handler from the list to be restored or add others.  The selection of other objects such as subscribers and schedules will not be affected by this so you won’t lose any information at this point. 

Resolve Subscriber Conflicts

This page shows all the subscribers you selected to restore earlier in the wizard.  Each subscriber will be in one of three states in the grid:

  1. CREATE NEW SUBSCRIBER.  These rows are green and indicate that the display name, alias and extension of the subscriber on this row are all unique and that COBRAS will create a new subscriber on the target voice mail server.  If you want this subscriber to replace an exiting one on the voice mail server you can select the ”Overwrite an existing subscriber on the voice mail system” radio button at the bottom and then press the ”Select” button to get a search dialog to find a subscriber you wish to overwrite.  ALL DATA for the selected subscriber will be replaced with the backed up subscriber data except for the name, alias and extension.  Choose carefully.  Once you do this and press the ”Save” button, the row will change to OVERWRITE EXISTING SUBSCRIBER and turn yellow.

You can select a different partition to create the subscriber in – the partition shown will default to that found in the user template you selected earlier. 

NOTE: If you choose to change the extension, alias or display name of a subscriber using the ”Create as new subscriber” radio button and then saving, those changes are saved into the backup files.  In other words if you change a subscriber ”John Smith1”with extension 1000 to ”John Smith2” with extension 1001 to avoid a conflict and save it, the next time you do a restore with this backup set, that subscriber will still be setup as ”John Smith2” with extension 1001.  If this is undesirable behavior for you, make sure to do your restore using a copy of your backup database.

  1. OVERWRITE EXISTING SUBSCRIBER.  These rows are yellow and indicate that the alias, display name and extension all matched an existing subscriber on the system.  COBRAS will default to assuming you want to over write the corresponding subscriber on the target voice mail system.   All Unity subscriber data will be overwritten except for the alias, name and extension as well as the mailstore information including the email address which are not touched by COBRAS.  In short, if you can edit it in the Unity System Administration console, it will be updated by COBRAS.  You can change this by selecting the ”Create as new subscriber” radio button and then editing the extension and/or display name and/or alias values in the ”Update” box at the bottom and pressing the ”Save” button.  If the display name, alias and extension are unique the row will change to CREATE NEW SUBSCRIBER and turn green.  If they are not unique you will get a dialog box telling you which object it’s conflicting with.

NOTE: When overwriting an existing subscriber, the display name, first name, last name, alias and primary extension will not be changed on the existing subscriber.  All other data from the backup will be applied to the user.  Alternate extensions will be added to the subscriber from the backup on a best effort basis – no existing alternate extensions are ever removed.  If there’s an extension conflict the alternate extension is not added and a warning is logged and shows up in the consolidated report at the end of the import process.

  1. CONFLICT.  This means some combination of the display name, alias, or extension, but not all, match an existing subscriber so COBRAS can’t assume which one you want to overwrite if any.  The name of the subscriber or other object it’s in conflict with is noted in the row.  You must choose a radio button at the bottom of the page to determine if you want to create this as a new subscriber by changing the display name, alias or extension or choosing a subscriber on the voice mail server to overwrite and then pressing ”save”.  You cannot move to the next dialog until there are no subscribers marked as CONFLICT.

You can use the previous button to go back and remove a subscriber from the list to be restored or add others.  The selection of other objects such as call handlers and schedules will not be affected by this, however, choices you made earlier for call handler remapping may be reset if you go back to the beginning. 

Resolve Distribution List Conflicts

This page shows all the distribution lists you selected to restore earlier in the wizard.  Each distribution list will be in one of three states in the grid:

  1. CREATE NEW DISTRIBUTION LIST.  These rows are green and indicate that the display name and extension of the distribution list on this row are all unique and that COBRAS will create a new distribution list on the target voice mail server.  If you want to instead add members to an existing distribution list, select ”Add members to an existing public distribution list on voice mail server” at the bottom of the form and use the ”Select” button to choose a distribution list.  No other data on the distribution list will be touched other than attempting to add members to the list.  The extension or display name are not touched on the existing list.

You can select a different partition to create the list in – the partition shown will default to the partition you selected for new lists earlier. 

NOTE: If you choose to change the extension or display name of a distribution list using the ”Create as new distribution list” radio button and then saving, those changes are saved into the backup files.  In other words if you change a distribution list from ”Test List 1” with extension 1000 to ”Test List 2” with extension 1001 to avoid a conflict and save it, the next time you do a restore with this backup set, that distribution list will still be setup as ”Test List 2” with extension 1001.  If this is undesirable behavior for you, make sure to do your restore using a copy of your backup database.

  1. ADD MEMBERS TO EXISTING LIST.  These rows are yellow and indicate that the display name and extension both matched an existing distribution list on the system.  COBRAS will default to assuming you want to add members to the corresponding distribution list on the target voice mail system.  You can change this selecting the ”Create as new distribution list” radio button and then editing the extension and/or display name values in the ”Update” box at the bottom and pressing the ”Save” button.  If the display name and extension are unique the row will change to CREATE NEW DISTRIBUTION LIST and turn green.  If they are not unique you will get a dialog box telling you which object it’s conflicting with.
  2. CONFLICT.  This means either the display name or the extension, but not both, matches an existing distribution list so COBRAS can’t assume which one you want to update if any.  The name of the distribution list or other object it’s in conflict with is noted in the row.  You must choose a radio button at the bottom of the page to determine if you want to create this as a new distribution list by changing the display name or extension or choosing a distribution list on the voice mail server to add members to and then pressing ”save”.  You cannot move to the next dialog until there are no distribution lists marked as CONFLICT.

You can use the previous button to go back and remove a distribution list from the list to be restored or add others.  The selection of other objects such as subscribers and schedules will not be affected by this, however, any changes you’ve made on the subscriber and call handler conflicts page may be lost if you go back to the beginning.

Resolve Interview Handler Conflicts

This page shows all the interview handlers you selected to restore earlier in the wizard.  Each interview handler will be in one of three states in the grid:

  1. CREATE NEW INTERVIEW HANDLER.  These rows are green and indicate that the display name and extension of the interview handler on this row are all unique and that COBRAS will create a new interview handler on the target voice mail server.  If you want to instead overwrite an existing interview handler, select ”Overwrite an existing Interview Handler on the voice mail server” at the bottom of the form and use the ”Select” button to choose an interview handler. 

You can select a different partition to create the interviewer in – the partition shown will default to the partition you selected for new interviewers earlier. 

NOTE: If you choose to change the extension or display name of an interview handler using the ”Create as new interview handler” radio button and then saving, those changes are saved into the backup files.  In other words if you change an interview handler from ”Test interview 1” with extension 1000 to ”Test interview 2” with extension 1001 to avoid a conflict and save it, the next time you do a restore with this backup set, that interview handler will still be setup as ”Test interview 2” with extension 1001.  If this is undesirable behavior for you, make sure to do your restore using a copy of your backup database.

  1. OVERWRITE EXISTING INTERVIEW HANDLER.  These rows are yellow and indicate that the display name and extension both matched an existing interview handler on the system.  COBRAS will default to assuming you want to overwrite that interview handler on the target voice mail system.  You can change this selecting the ”Create as new interview handler” radio button and then editing the extension and/or display name values in the ”Update” box at the bottom and pressing the ”Save” button.  If the display name and extension are unique the row will change to CREATE NEW INTERVIEW HANDLER and turn green.  If they are not unique you will get a dialog box telling you which object it’s conflicting with.

NOTE: When overwriting an existing interview handler, the display name and extension will not be changed on the existing interview handler.  All other data from the backup will be applied to the interviewer.

  1. CONFLICT.  This means either the display name or extension, but not both, matches an existing interview handler so COBRAS can’t assume which one you want to update if any.  The name of the interview handler or other object it’s in conflict with is noted in the row.  You must choose a radio button at the bottom of the page to determine if you want to create this as a new interview handler by changing the display name or extension or choosing an interview handler on the voice mail server to overwrite and then pressing ”save”.  You cannot move to the next dialog until there are no interview handlers marked as CONFLICT.

You can use the previous button to go back and remove an interview handler from the list to be restored or add others.  The selection of other objects such as subscribers and schedules will not be affected by this, however, any changes you’ve made on the subscriber and call handler conflicts pages may be lost if you go back to the beginning.

Resolve Schedule Conflicts

This page shows all the schedules you selected to restore from page 5 of the wizard.  Each schedule will be in one of two states in the grid:

  1. CREATE NEW SCHEDULE.  These rows are green and indicate that the display name of the schedule on this row is unique and that COBRAS will create a schedule on the target voice mail server.  If you want to instead overwrite an existing schedule, select ”Overwrite an existing Schedule on the voice mail system” at the bottom of the form and use the ”Select” button to choose a schedule.  Only the schedule details will be updated, the name won’t be changed.

NOTE: If you choose to change the display name of a schedule using the ”Create as schedule” radio button and then saving, those changes are saved into the backup files.  In other words if you change a schedule from ”Test Schedule 1” to ”Test Schedule 2” to avoid a conflict and save it, the next time you do a restore with this backup set, that schedule will still be setup as ”Test Schedule 2”.  If this is undesirable behavior for you, make sure to do your restore using a copy of your backup database.

  1. OVERWRITE EXISTING SCHEDULE.  These rows are yellow and indicate that the display name matched an existing schedule on the system.  COBRAS will default to assuming you want to update the corresponding schedule on the target voice mail system.  You can change this by selecting the ”Create as new schedule” radio button and then editing the display name in the ”Update” box at the bottom and pressing the ”Save” button.  If the display name is unique the row will change to CREATE NEW DISTRIBUTION LIST and turn green.  If they are not unique you will get a dialog box telling you which schedule it’s conflicting with.

You can use the previous button to go back and remove a schedule from the list to be restored or add others.  The selection of other objects such as subscribers and schedules will not be affected by this, however, any changes you’ve made on the subscriber, call handler, and distribution list conflicts pages may be lost if you go back to the beginning.

Resolve Schedule References

The remaining wizard pages involve telling COBRAS what to do with references that it cannot resolve on its own.  There are many references from call handlers and subscribers to other objects – some 30 separate possible links exist that have to be resolved.  COBRAS consolidates these into lists of object types all together.  COBRAS does not tell you HOW these objects are referenced, only that some reference to them is made by some object you’re restoring.

This page shows all the system schedules that you are not restoring from backup but that are referenced by a call handler or subscriber that you’ve selected to restore.  In other words if you select to restore all schedules from your backup, there should be nothing on this page.  However, if you did not restore one or more schedules from your backup for some reason, you will need to map those references to a schedule on the target voice mail server.  COBRAS will map them for you if the schedule name matches exactly but if it can’t, the schedule will be listed as “UNMAPPED” and you will have to select a schedule yourself.  Click the “…” button to the right of the grid and you can search all schedules on the voice mail server.  The wizard will not let you move on until all UNMAPPED rows have references.

Mapping a schedule reference will not change any properties on that schedule at all.  It simply means any time COBRAS is rebuilding a call handler or subscriber and the backed up schedule name is referenced, the mapped schedule you selected will be used.

Resolve Switch References

This page shows all the switch (phone system) references made by any of the call handlers or subscribers you’ve selected to restore.  Since switch data is not included in the COBRAS backup, all switch references will be shown here regardless.  If, however, you are not restoring any call handlers or subscribers then this page will be empty and you can move on.

If there is only one switch installed on the target voice mail server then all references will automatically map to that and there is nothing you need to do on this page. 

If, however, there is more than one switch integration configured for the target voice ail server, you will have to use the drop down list to select one of those for each switch reference.  It’s rare there are more than 1 or two switches configured for a typical system, however, so this should be pretty quick.

Resolve Class of Service References

This page shows all the Class of Service (COS) objects referenced by any subscriber you are restoring.  Since COBRAS does not backup COS details, all COS references will be listed here to be mapped to a COS on the voice mail server.

If you did not select to restore any subscribers, this page will be empty and you can move on.

If, however, at least one subscriber is being restored then you will see entries on this page.  COBRAS will try and match the COS to an existing one on the voice mail server for you based on the alias and display name.  Those will be marked in green for you.  If it cannot find a match the row will be in white and you will have to use the drop down list to pick a COS to use.

Review all the mappings even if they are automatically setup for you to be sure it’s what you want before pressing Next to move to the next page in the wizard.

Resolve Directory Handler References

This page shows all directory handlers (name lookup handlers) that are referenced by any subscriber, call handler or routing rule you’ve selected to restore.  Directory handlers can be referenced in numerous ways by these objects including user input keys (one key dial rules), after-message actions, after-greeting actions, exit action from the subscriber conversation, targets for after recording etc...  Since COBRAS does not backup and restore directory handler details, these references must be resolved to a corresponding directory handler on the target voice mail server.

COBRAS will attempt to automatically map the references for you based on the display name matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a directory handler on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

Resolve Interview Handler References

This page shows all interview handlers that you have not selected to restore but are referenced by any subscriber, call handler or routing rule you’ve selected to restore.  In other words if you’ve selected to restore all interview handlers in your backup, this page should be empty and you can move on.  Interview handlers can be referenced in many ways including as the target of a user input key (one key dial), after-message action, after-greeting action, subscriber exit action etc...  The interview handlers on this page are referenced somehow by some object you are selecting to restore and each one will need to be mapped to an interview handler on the target voice mail server.

COBRAS will attempt to automatically map the references for you based on the display name matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select an interview handler on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

Resolve Call Handler References

This page shows all call handlers that you have not selected to restore but are referenced by any subscriber, call handler or routing rule you’ve selected to restore.  In other words if you’ve selected to restore all call handlers in your backup, this page should be empty and you can move on.  Call handlers can be referenced in many ways including as the target of a user input key (one key dial), after-message action, after-greeting action, subscriber exit action etc...  The call handlers on this page are referenced somehow by some object you are selecting to restore and each one will need to be mapped to a call handler on the target voice mail server.

COBRAS will attempt to automatically map the references for you based on the display name and extension matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a call handler on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

Resolve Subscriber References

This page shows all subscribers that you have not selected to restore but are referenced by any subscriber, call handler or routing rule you’ve selected to restore.  In other words if you’ve selected to restore all subscribers in your backup, this page should be empty and you can move on.  Subscribers can be referenced by other objects in a number of ways including the target of a user input key (one key rule), after-message action, after-greeting action, as the owner or message recipient of a call handler etc...  The subscribers on this page are referenced somehow by some object you are selecting to restore and each one will need to be mapped to a subscriber on the target voice mail server.

COBRAS will attempt to automatically map the references for you based on the display name, alias and extension matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a subscriber on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

Resolve Distribution List References

This page shows all distribution lists that you have not selected to restore but are referenced by any call handler or interview handler you’ve selected to restore as its owner or message recipient target.  In other words if you’ve selected to restore all distribution lists in your backup or are restoring no call handlers or interview handlers then this page should be empty and you can move on.  The distribution lists on this page are referenced somehow by a call handler or interview handler you are selecting to restore and each one will need to be mapped to a distribution list on the target voice mail server.

COBRAS will attempt to automatically map the references for you based on the display name, alias and extension matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a distribution list on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

Insert Restored Routing Rules (Unity restores only)

This page shows all the routing rules on the target voice mail server you’re restoring to when you’re restoring to a Unity server.  When restoring to a Connection 7.x or later server you will not see this page in the wizard.  You need to select the spot where you want to insert all the routing rules you’ve selected to restore.

This concept is a bit tricky, I know.

The list of rules shown in the grid represents an ordered list of rules that Unity processes when a call comes in.  The first rule that matches all the criteria of the call (i.e. it’s forwarded from a known subscriber’s extension) executes.  Those rules marked as ”System” are applied to both forwarded and direct calls.  As such the ”Default Call Handler” rule shown in the grid above is considered a ”backstop” rule in that it will ALWAYS fire and send calls to the opening greeting if no other rule matches the inbound call.

All the routing rules you’ve selected to restore need to be inserted into this list as a contiguous block.  You cannot mix and match locations for the rules.  The relative order of the rules you are restoring will be preserved – they’ll just be inserted BEFORE the row you have selected on this page.  It may be necessary after the restore to go back to your routing rules in the System Administration page and arrange them a little differently relative to the other rules on the system.

If you are selecting to restore routing rules, be sure to only get the rules you absolutely need.  COBRAS will allow you to select the default routing rules and restore them but this is almost never a good idea.  Only in a few special cases should this be necessary.

Resolve Partition References (Connection restores only)

This page shows all the partitions referenced by all objects selected to be restored that COBRAS cannot resolve on its own

COBRAS will attempt to automatically map the references for you based on the display name of the partition matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a partition on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

NOTE: restores onto Unity servers will not have this page – further restores of a Unity backup to a Connection server will also not show this page as Unity did not support partitions.

Resolve Search Space References (Connection restores only)

This page shows all the search spaces referenced by all objects selected to be restored that COBRAS cannot resolve on its own

COBRAS will attempt to automatically map the references for you based on the display name of the search space matching exactly and those appear in green.  Those it cannot are in white and you will have to press the ”...” button to the right of the grid to select a search space on the voice mail server to use.  All entries in this table must be mapped before the wizard will let you move on.  Be sure to review the list closely even if it is mapped for you to be sure it’s what you want before moving on.

NOTE: restores onto Unity servers will not have this page – further restores of a Unity backup to a Connection server will also not show this page as Unity did not support search spaces.

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