The Ultimate Step-by-Step Guide for Upgrading to Cisco Call Manager 12.5
Upgrading to the latest version of Cisco Unified Communications Manager (CUCM) is a critical step for maintaining a secure, efficient, and future-ready communication infrastructure. Cisco CUCM 12.5 introduces numerous enhancements and features that can significantly improve the performance and scalability of your collaboration platform. However, this upgrade requires careful planning and execution to ensure that it goes smoothly and that your systems remain functional throughout the process. This comprehensive guide will walk you through each stage of the CUCM upgrade, covering everything from licensing checks to hardware verification and preparing your virtual environment for the upgrade.
Before diving into the technical aspects of the upgrade process, it’s crucial to ensure that your licensing is configured correctly and is compatible with CUCM 12.5. Cisco has made significant changes to its licensing strategy in recent years, moving away from traditional licensing models to a more centralized approach through Smart Licensing. This shift is enabled by Cisco’s FLEX Licensing model, which simplifies license management, enhances compliance, and provides better visibility into your license consumption.
If you are still using legacy licensing models like CUWL (Cisco Unified Workspace Licensing), it is essential to migrate to Smart Licensing well before starting the upgrade. The migration involves working with Cisco or a certified partner to convert your existing licenses into Smart Licenses. This process ensures that your new licenses align with your deployment needs, enabling all CUCM features to function without interruptions.
In addition to migrating your licenses, you’ll need to evaluate the Cisco FLEX plan, which offers a subscription-based model for Unified Communications tools, including CUCM, Unity Connection, and Webex. The FLEX Plan provides scalability, which can be beneficial if your business has changing collaboration needs. After migrating to Smart Licensing, log in to the Smart Software Manager and verify that the new licenses appear correctly. Ensuring that your CUCM server is successfully registered and consuming the appropriate entitlements is essential for avoiding post-upgrade service disruptions.
Without the proper licensing, many critical CUCM features could be restricted, including phone registration, voicemail integration, call routing, and user-based features like Jabber and Webex calling. This is a vital aspect of the upgrade process that also appears frequently in Cisco certification exams, particularly when dealing with licensing errors or troubleshooting issues related to licensing registration.
By following these steps, you can ensure that your CUCM upgrade will not encounter licensing issues that could affect system functionality or compliance. For those studying for Cisco certifications like the CCNP Collaboration or CCIE Collaboration exams, understanding Smart Licensing and FLEX Plans is essential, as these topics frequently appear in practice tests and real-world scenarios.
Another critical aspect of the CUCM upgrade process is verifying the readiness of your hardware and virtual infrastructure. Cisco imposes strict hardware compatibility and virtualization requirements, and failing to meet these requirements can result in system instability, failed upgrades, and even data loss. Whether you’re managing a production environment or preparing for a Cisco certification exam, this step is essential.
CUCM 12.5 must be deployed in a VMware ESXi environment version 6.5 or higher. Older versions of ESXi are not supported and may cause problems with system stability or lead to failed technical support requests. Additionally, if you are using Cisco Unified Computing System (UCS) servers, it is vital to ensure that the server firmware and BIOS versions are compatible with the required ESXi version.
Verify UCS server firmware and BIOS versions using Cisco UCS Manager to ensure they are compatible with ESXi 6.5 or higher.
If necessary, upgrade your VMware ESXi version to meet the required specifications. Always back up your virtual machines (VMs) and configuration files before performing this upgrade.
Check the Cisco Hardware Compatibility List (HCL) to ensure that your server models, processors, RAM, and virtual environments meet the required specifications for CUCM 12.5.
Ensure that your virtual machines (VMs) conform to Cisco’s OVA (Open Virtual Appliance) templates for CUCM 12.5, which define the optimal configuration for CPU, RAM, disk size, and network interface cards (NICs).
If your virtual hardware does not match the specifications outlined in Cisco’s OVA templates, the upgrade may fail, or performance could be degraded. This issue often arises when virtual hardware is not sized correctly before starting the upgrade. Cisco’s upgrade process checks for OVA compliance during the switch-version phase, and if the VM does not meet the required specifications, the upgrade will be halted.
To avoid this, you should ensure that each CUCM server has the appropriate hardware allocation according to the OVA specifications, especially when upgrading a cluster of systems. It is also advisable to take a snapshot or full backup of your virtual machines before starting the upgrade to protect against unexpected failures.
Cisco certification exams often include questions on virtual machine configuration and hardware compatibility. Whether you are studying for the CCNP Collaboration or other related certifications, understanding how to match OVA specifications to your virtual machines is a valuable skill. You may be asked to troubleshoot issues related to virtual hardware misconfigurations, such as mismatched vCPU or RAM settings, and to recommend corrective actions to ensure the system can be upgraded successfully.
Always check the OVA templates for CUCM 12.5 before proceeding with the upgrade to confirm that your VMs are properly configured.
If you are using a third-party server, verify its compatibility with the Cisco HCL to ensure it meets the requirements.
Upgrade your VMware ESXi version if necessary and ensure that VMware Tools are updated for optimal system performance.
Plan for any required downtime and schedule a maintenance window to minimize disruption during the upgrade process.
Before starting the upgrade process, it is crucial to perform a comprehensive health check on your CUCM deployment. Cisco provides a pre-upgrade COP (Cisco Options Package) file that helps you assess the system’s readiness for the upgrade. This pre-upgrade check is essential to identify potential issues that could prevent the upgrade from completing successfully.
The pre-upgrade COP file, named ciscocm.preUpgradeCheck-00024.cop.sgn, is available for download from Cisco’s software portal. Once installed via the OS Administration GUI, the file runs a series of checks on the system and produces a detailed report indicating whether your system is ready for the upgrade. This tool verifies key aspects such as disk space, NTP synchronization, network connectivity, and hostname resolution.
Disk Space Availability: CUCM 12.5 requires significantly more disk space than previous versions. If your system does not meet the required disk space, the upgrade will fail.
NTP Synchronization: Ensures that all nodes in the CUCM cluster are synchronized to the same time using Network Time Protocol (NTP). Time synchronization is critical for proper database replication and inter-server communication.
Network Connectivity: Verifies that the CUCM nodes can communicate over the necessary network ports and that IP configuration, default gateway, and DNS resolution are functioning correctly.
Hostname and DNS Validation: Checks that the system’s hostname resolution is working and matches the entries in the DNS server. This is crucial to avoid communication issues after the upgrade.
If the pre-upgrade check identifies any issues, such as insufficient disk space or NTP synchronization problems, they must be resolved before proceeding with the upgrade. Common issues flagged by the pre-upgrade check include old firmware files or accumulated logs that consume disk space. In such cases, Cisco provides a cleanup utility to remove non-essential files and free up space for the upgrade.
If the pre-upgrade check flags disk space issues, use the ciscocm.free_common_space_v1.5.cop.SGN cleanup utility to remove unnecessary files. For more stubborn space issues, manually delete unused phone firmware or other large files through the TFTP File Management tool in CUCM.
Understanding how to interpret the results from the pre-upgrade check and how to resolve common issues is crucial for certification exams. For example, you may encounter questions that simulate a failed upgrade scenario due to insufficient disk space or NTP synchronization issues, and you will need to diagnose the problem and recommend solutions. Familiarity with pre-upgrade checks and remediation will give you an edge in both real-world deployments and exam environments.
Always export and save the pre-upgrade report for reference. This documentation can be useful in case you need to audit the process, perform rollback planning, or engage with Cisco Technical Assistance Center (TAC) if any issues arise after the upgrade.
Verifying Virtual Hardware, Performing the Upgrade, and Post-Upgrade Tasks
Now that you’ve completed the initial preparations, such as ensuring that licensing is properly configured and hardware is ready, it’s time to move into the actual upgrade process. This part will focus on verifying your virtual hardware settings, executing the upgrade, and performing post-upgrade tasks. Properly preparing the virtual environment and following the right upgrade steps is crucial to avoid issues during and after the upgrade.
One of the most critical aspects of upgrading CUCM 12.5 is ensuring that your virtual machines (VMs) are configured correctly. Cisco uses OVA (Open Virtual Appliance) templates for CUCM and associated applications like Unity Connection and UCCX, which specify the exact configuration needed to run each application optimally in a VMware virtualized environment. If your VM settings don’t align with the OVA specifications, the upgrade might fail, or you could experience degraded performance after the upgrade.
vCPUs (Virtual CPUs): Make sure the number of virtual CPUs assigned to the VM aligns with the OVA specifications for the CUCM version you’re upgrading to. Over-provisioning or under-provisioning vCPUs can significantly affect the performance of CUCM, especially when handling high call volumes.
RAM (Memory): CUCM 12.5 generally requires a minimum of 6GB to 10GB of RAM per VM, depending on the size of the deployment. If the memory is insufficient, it could lead to performance bottlenecks during the upgrade and afterward.
Disk Space: Ensure that your virtual disks are sized properly. The OVA template will specify how much disk space is required for each CUCM server, whether it’s a Publisher or Subscriber. Having insufficient disk space can cause the upgrade to fail.
Network Adapters: CUCM recommends using VMXNET3 adapters, as these provide the best performance. If your virtual machine uses outdated adapters like E1000, it could lead to network performance issues.
If any of the virtual hardware settings are incorrect, you must modify them before starting the upgrade. This step requires a maintenance window as it involves shutting down the VM to make changes. Here’s how you can do it:
Backup: Always take a snapshot or a full backup of the virtual machine before making changes. This ensures you have a recovery point in case anything goes wrong.
Shutdown VM: Gracefully shut down the VM before modifying any virtual hardware.
Modify Settings in VMware vSphere: Adjust the vCPU, RAM, and network adapter settings according to the OVA specifications.
Restart the VM: After making the changes, power the VM back on and check if it operates normally before proceeding with the upgrade.
By following these steps and making sure the VM hardware aligns with the OVA template, you significantly reduce the risk of upgrade failure.
Misconfigured virtual hardware is a common cause of upgrade failure in CUCM deployments. Understanding how to check and modify these settings is important for both real-world deployments and Cisco certification exams. During your preparation for exams such as CCNP Collaboration or the CLCOR 350-801, you may encounter scenarios where you’re asked to troubleshoot and resolve hardware issues that prevent a CUCM upgrade from succeeding. Knowing how to match your virtual hardware settings to the OVA template is a skill you’ll need to master.
Now that your licensing and virtual environment are ready, and hardware settings have been verified, you’re ready to perform the actual CUCM upgrade. Cisco provides several methods to upgrade CUCM, each suitable for different environments and deployment sizes. It’s important to choose the upgrade method that best suits your deployment.
There are three primary methods for performing a CUCM upgrade:
Prime Collaboration Deployment (PCD) Server: This is the most automated option, especially for large or complex deployments. The PCD server automates the upgrade process across the entire CUCM cluster, allowing for a smooth and coordinated upgrade of multiple servers. It is ideal if you are familiar with cluster-wide operations and need to upgrade many servers simultaneously.
CUCM OS Administration GUI: This is a simpler, manual method where you initiate the upgrade from the CUCM web interface. While easy to use, this method cannot continue the upgrade process if the server reboots during the upgrade. It’s typically used for smaller deployments or single-server environments.
Command Line Interface (CLI): This method is best for experienced engineers, as it provides full visibility into the upgrade process through logs and status updates. The command used is:
utils system upgrade initiate
The CLI method is particularly helpful for large-scale upgrades or when you need detailed logs to troubleshoot the upgrade process. This method is also commonly tested in Cisco certification exams, as it allows candidates to demonstrate their ability to manage upgrades from the command line.
Regardless of the method you choose, it is essential to follow the correct order when upgrading the various components in your environment. Upgrading CUCM involves more than just upgrading the CUCM Publisher—other applications like Unity Connection, UCCX, and IM&P must also be upgraded in a specific sequence to avoid issues.
Upgrade Order:
CUCM Publisher: Start with the Publisher server to ensure the main control node is upgraded first.
Unity Connection Publisher: If applicable, upgrade Unity Connection after the CUCM Publisher.
UCCX Publisher: Upgrade the UCCX Publisher once the CUCM Publisher and Unity Connection are updated.
IM & P Publisher: Upgrade the IM & P Publisher only after the CUCM Publisher has been upgraded.
CUCM Subscribers: Upgrade Subscriber servers once the Publisher and any associated applications are updated.
IM & P Subscribers: Finally, upgrade the IM & P Subscriber servers to complete the process.
The amount of time the upgrade takes will vary depending on the size of your environment and the method you choose. However, the following are typical time estimates:
While upgrading, you can run upgrades in parallel for the Publisher nodes to save time. For example, if you’re upgrading both the CUCM Publisher and Unity Connection Publisher, you can perform those upgrades simultaneously.
This process is crucial in production environments, as it minimizes downtime and ensures system availability. Whether you are managing a single CUCM system or a multi-cluster deployment, understanding the upgrade sequence and time estimates is critical for ensuring a smooth upgrade with minimal disruption to end users. Additionally, it is important to monitor logs continuously during the upgrade to identify any potential issues early in the process.
Once the upgrade is complete, the system must switch to the new version. This is done by using the following CLI command:
Utils system switch-version
This command reboots the CUCM server and moves the system from the inactive partition to the newly upgraded active partition. This process ensures that the upgraded version is running and that all databases have been copied to the new partition.
After the upgrade, you must perform a few additional steps to ensure that the system operates optimally:
By completing these post-upgrade tasks, you help ensure the system is stable and running optimally. It is also important to verify that all functionality is working correctly before bringing the system back online.
After completing the CUCM 12.5 upgrade, you may think the hardest part is over, but the process isn’t truly finished until you’ve verified that all systems are working properly and that the registration processes are completed. In this section, we’ll focus on the critical post-upgrade testing, how to register CUCM with Smart Licensing, and important validations that should be carried out to ensure everything is functioning as expected.
Once the upgrade has been completed, it’s essential to run a series of tests to ensure that everything is functioning as expected. Post-upgrade testing validates that your CUCM environment is fully operational, with no issues or regressions. Testing also provides confidence that the upgrade did not inadvertently affect any key functionality.
Phone Registration:
Ensure that all IP phones across the CUCM cluster can successfully register with the upgraded system. This involves verifying that phones are correctly provisioning, obtaining dial tones, and registering with the CUCM server.
Inbound and Outbound Calls:
Test both inbound and outbound calling functionality across the system. Verify that all calls are correctly routed and that there is no call failure or unexpected behavior. Also, ensure that features like call forwarding, voicemail, and transfers are working as expected.
Voicemail and Unity Connection:
Test voicemail functionality to ensure that voicemail messages are being correctly received and retrieved. If you are using Unity Connection, verify that call handlers and the integration between CUCM and Unity Connection are functioning properly.
Call Transfers and Conference Calls:
Test the ability to transfer calls between users and conduct conference calls. This ensures that the call control features are working seamlessly, which is critical for most enterprise environments.
Cisco Finesse for Contact Center Agents:
If you are using Cisco Finesse for your contact center, ensure that agents can log in and handle calls appropriately. Check for any issues with agent status updates, call routing, and interaction with the database.
UCCX Call Routing and Scripts:
If you’re using UCCX (Unified Contact Center Express), test call routing scripts to ensure that they are working correctly. This includes verifying that calls are routed according to business rules and that scripts perform as expected.
Post-upgrade testing is crucial not only to ensure that the CUCM upgrade didn’t break any critical functionality but also to confirm that the system is ready for production use. It’s not enough to just check the basic functions—testing every aspect of the CUCM system ensures that all components are fully functional and that your business operations can proceed without interruptions. Cisco often includes questions related to post-upgrade verification in certification exams, particularly around ensuring service availability after an upgrade.
Pro Tip: Always test different types of devices (such as soft phones, hardware phones, and video endpoints) to ensure compatibility with the upgraded CUCM version.
One of the key components of the CUCM 12.5 upgrade process is registering the system with Cisco’s Smart Licensing platform. Cisco’s Smart Licensing model centralizes license management, providing greater flexibility and ease of monitoring for organizations. To ensure that your CUCM system is fully licensed and operational, you’ll need to complete the Smart License registration process.
Generate a Smart License Token:
To begin the registration process, you need to generate a Smart License Token from Cisco’s licensing portal. This token will allow the CUCM server to authenticate and register with Cisco’s Smart License Manager.
Access the Licensing Interface in CUCM:
In CUCM, go to System > Licensing > Smart License Registration. Here, you’ll be prompted to enter the token that you generated earlier.
Complete Registration:
After entering the token, click Register to complete the process. Once registered, the system will communicate with Cisco’s Smart License Manager to synchronize the license information.
Verify License Status:
After registration, verify that the CUCM system is correctly reporting the licenses. You can check this through the Smart Licensing Portal and ensure that all necessary entitlements are active. This will confirm that the system has the correct licenses for features like phone registration, voicemail, call routing, and more.
If the Smart License registration fails, it could be due to several reasons, such as network issues preventing communication with Cisco’s licensing servers, an invalid token, or a mismatch between the licenses and entitlements. In such cases, ensure that your CUCM server has the appropriate network access to reach Cisco’s licensing cloud. You may need to configure a local Satellite Server if internet access is restricted.
Pro Tip: Always generate and save your Smart License Token before starting the upgrade. The token acts as a crucial link between your CUCM server and the Cisco licensing system. Having it ready in advance will save time during the registration process.
Proper Smart Licensing registration ensures that all the upgraded CUCM features are properly licensed and compliant. Without valid licenses, CUCM might restrict essential services such as phone registration or voicemail, which can severely impact the functionality of your communications platform. Additionally, for those preparing for Cisco exams such as CCNP Collaboration or CCIE Collaboration, understanding the intricacies of Smart Licensing and being able to troubleshoot common licensing issues is a critical skill.
Once the upgrade and registration processes are complete, it’s time to perform final health checks to confirm that everything is functioning smoothly. These checks ensure that the system is operating at peak performance and that no issues were overlooked during the upgrade process.
By thoroughly checking the system and performing these health checks, you ensure that your upgraded CUCM environment is running smoothly. Completing these steps helps prevent potential problems that might arise after the upgrade and guarantees that the system is ready for production.
After successfully upgrading to Cisco Unified Communications Manager (CUCM) 12.5, the work doesn’t end. A key part of your responsibilities is ensuring that the system remains stable, efficient, and scalable as your organization’s collaboration needs evolve. In this final part of the upgrade guide, we will discuss best practices for maintaining your CUCM deployment post-upgrade, including ongoing monitoring, troubleshooting, and strategies for scaling your environment as your business grows.
After completing the CUCM upgrade, it’s critical to monitor the system regularly to ensure that it operates optimally and that any issues are identified early before they impact users. Continuous monitoring allows you to detect potential problems, track performance, and ensure the system is meeting operational goals.
System Performance Metrics:
Monitoring the system’s resource usage (CPU, memory, disk space) is essential to ensuring that CUCM is running smoothly. Cisco offers built-in tools like the Real-Time Monitoring Tool (RTMT) that allow you to monitor these metrics. Be sure to pay attention to any spikes in CPU or memory usage, as these could indicate an underlying issue.
Service Status:
Ensure that all essential services are up and running. CUCM depends on several services, including the Cisco CallManager service, TFTP, and DB replication. Regularly check that these services are functioning properly using both the system logs and the RTMT tool. RTMT also offers the ability to generate alarms if services go down or degrade.
Database Replication:
Proper database replication across all CUCM nodes is critical for system consistency. Use Cisco’s Database Replication Status Tool to monitor replication status and ensure there are no discrepancies between the Publisher and Subscribers. Database replication failures can cause inconsistencies in user configurations, call routing, and overall system behavior.
Network Performance:
Consistent network performance is crucial for real-time communication systems like CUCM. Monitor network performance, including latency, packet loss, and jitter, to ensure there is no negative impact on call quality. Tools like Cisco Prime Collaboration Assurance can help with this.
License Usage:
Since you have migrated to Smart Licensing with CUCM 12.5, it’s important to track license consumption regularly. Monitor your Smart License portal to ensure that your CUCM deployment is not running out of licenses. Inadequate license consumption monitoring can result in operational issues such as blocked phone registrations or call handling limitations.
Alarm and Notification Management:
Set up alarms and notifications for critical events such as server crashes, service failures, or network connectivity issues. Cisco offers an alarm configuration tool through RTMT, and these alarms can be customized based on your specific operational requirements.
Set up automated reports using RTMT or other tools to track system health and usage metrics. These reports can help you spot trends over time and alert you to potential problems before they escalate into service disruptions.
No matter how carefully the upgrade process is executed, issues can arise after the upgrade. A well-prepared engineer should be able to troubleshoot common issues quickly and effectively. Let’s look at some of the most common problems you might encounter and how to resolve them.
Phone Registration Failures:
If IP phones fail to register after the upgrade, it’s typically due to one of the following causes:
Solution: Verify license registration, check network configurations, and ensure TFTP is operational. Restarting services via the OS Administration GUI or CLI can often resolve registration issues.
Voice Quality Issues:
After an upgrade, users may experience poor voice quality, such as jitter, delay, or dropped calls. This can happen due to:
Solution: Review and adjust QoS policies on network devices, ensure proper bandwidth allocation, and monitor network performance to identify bottlenecks.
Database Replication Failures:
If database replication fails, it can cause problems like inconsistent user settings, missed call data, or failed services.
Solution: Use the Database Replication Status Tool to check the health of the replication process. If replication is stuck, a server restart or manual intervention (e.g., resyncing the databases) may be required.
Service Failures (e.g., TFTP, CallManager):
If essential services such as Cisco CallManager, TFTP, or DB Replication stop working after the upgrade, perform the following:
Solution: Use RTMT to check the status of services. Restart any failed services and monitor system resources for underlying causes.
As your organization grows, your CUCM environment will need to scale to meet the increasing demands of users and devices. Scaling CUCM involves expanding server resources, adding new servers to the cluster, and ensuring that the infrastructure can handle growing traffic while maintaining high availability and performance.
Adding New CUCM Servers:
As you add new CUCM Publisher or Subscriber servers to handle more users or increase redundancy, ensure that they are configured according to Cisco’s Recommended Configuration Guidelines. This includes verifying hardware compatibility, updating the virtual machine configuration, and ensuring that database replication works properly.
Load Balancing:
To balance the load across your CUCM cluster, you may need to adjust how traffic is distributed across your Publisher and Subscriber nodes. This is especially important when scaling to handle larger volumes of calls or adding more devices.
Expanding Phone and Endpoint Capacity:
To accommodate more users, you might need to increase the capacity for phone registrations or video conferencing endpoints. Verify that your licensing model (Smart Licensing and FLEX) supports the growth in users and devices.
Redundancy and High Availability:
For larger deployments, it’s important to implement redundancy and high availability to ensure that your CUCM system remains operational even if one or more servers go down. This can involve configuring multiple Publisher and Subscriber nodes, as well as ensuring network redundancy.
Integration with Other Cisco Collaboration Tools:
If your organization expands its use of collaboration tools (like Webex, Cisco Jabber, or Unity Connection), make sure that these tools are properly integrated with CUCM. Proper integration helps ensure smooth interoperability and a consistent user experience across all collaboration tools.
As part of your scaling strategy, consider deploying a load balancing solution for IM&P (Instant Messaging and Presence) servers if you are handling a high number of users. This will help distribute traffic evenly and avoid service degradation as user numbers grow.
To keep your CUCM system running smoothly and avoid common pitfalls, implement the following best practices for ongoing maintenance:
Regular Backups:
Always take regular backups of your CUCM system, especially after major changes or upgrades. Store backups in a secure location and test the restore process periodically to ensure you can recover quickly in the event of an issue.
Patching and Updates:
Keep your system updated with the latest security patches and software updates. Cisco periodically releases patches to fix known vulnerabilities and improve system stability. Implement a structured patch management process to ensure the timely application of updates without disrupting the system.
Monitoring and Alerts:
Set up automated alerts to notify you of any system anomalies, such as high CPU or memory usage, service failures, or database replication issues. Proactively addressing these issues can prevent them from becoming major problems.
Security Best Practices:
Ensure that your CUCM system is secured against unauthorized access. Implement strong password policies, restrict access to only necessary personnel, and regularly audit system logs for suspicious activities.
Successfully upgrading and maintaining a CUCM 12.5 deployment involves more than just executing a few commands—it requires thoughtful planning, continuous monitoring, and proactive troubleshooting. By following best practices for monitoring, troubleshooting, and scaling, you can ensure that your CUCM system remains reliable and efficient as your organization grows. Whether you’re handling day-to-day maintenance or preparing for an expansion, these steps will keep your communication infrastructure running smoothly and ensure that users continue to experience high-quality voice and video services.
This guide has provided you with a comprehensive overview of the CUCM upgrade process, including all critical steps for preparing your environment, executing the upgrade, and maintaining the system afterward. By mastering these skills, you are better equipped to manage CUCM deployments in enterprise environments and to continue advancing your expertise in Cisco Unified Communications.
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