Initial Configuration

Initial Configuration Overview

This initial configuration brings the contact center to the point where a complete call flow is possible. The configured system will process information about incoming calls, perform call routing, and enable call handling.

Initial Configuration Task Flow

Task See
Set Deployment Type in Unified CCE Administration Configuration

Set Deployment Type in Unified CCE Administration Configuration

Configure Cisco Unified Contact Center Enterprise Configure Cisco Unified Contact Center Enterprise
Configure Cisco Unified Intelligence Center Configure Cisco Unified Intelligence Center
Configure Cisco Unified Customer Voice Portal Configure Cisco Unified Customer Voice Portal
Configure Cisco Unified Communications Manager Configure Cisco Unified Communications Manager
Configure Cisco Finesse Configure Cisco Finesse

Initial Configuration Tasks

Configure Permissions in the Local Machine

In this release,Unified CCE defaults to providing user privileges by memberships to local user groups on local machines. This technique moves authorization out of Active Directory. However, it requires a one-time task on each local machine to grant the required permissions.


Note

You can use the ADSecurityGroupUpdate registry key to choose between the new default behavior and the previous behavior. For more information, see the chapter on solution security in the Solution Design Guide.


Before using the Configuration Manager tool, configure the required registry and folder permissions for the UcceConfig group.

Configure Registry Permissions

This procedure only applies to distributor machines. Grant the required registry permissions for the UcceConfig group on the local machine.

Note

In Unified CCE Administration Client, the AdminClient installer does not create the local group UcceConfig. You must manually create local group UcceConfig.


Procedure

Step 1

Run the regedit.exe utility.

Step 2

Select HKEY_LOCAL_MACHINE\SOFTWARE\Cisco Systems, Inc.\ICM.

Step 3

Right-click and select Permissions.

Step 4

If necessary, add UcceConfig in Group or user names.

Step 5

Select UcceConfig and check Allow for the Full Control option.

Step 6

Click OK to save the change.

Step 7

Repeat the previous steps to grant Full Control to the UcceConfig group for HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Cisco Systems, Inc.\ICM.

Step 8

Repeat the previous steps to grant Full Control to the UcceConfig group for HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\WinSock2.

Note 
If you have configured the Unified CCE Administration Client, open Local security policy and go to User Rights Assignment. Right click Create Global Object. Go to properties and add the local Group UcceConfig.

Configure AW-HDS Database Permissions

Follow this procedure to grant access to the AWDB-HDS database to UcceConfig group members.
Procedure

In SQL Management Studio, do the following:

  1. Go to Security > Logins.

  2. Locate <Machine name>\UcceConfig. Right-click and select properties.

  3. Go to User Mappings and select one AWDB database. Ensure that GeoTelAdmin, GeoTelGroup, and public are selected.

  4. Repeat step c for the HDS database.


Configure Folder Permissions

Grant the required folder permissions to the UcceConfig group on the local machine.

Procedure

Step 1

In Windows Explorer, select <ICM install directory>\icm.

Step 2

Right-click and select Properties.

Step 3

On the Security tab, select UcceConfig and check Allow for the Full Control option.

Step 4

Click OK to save the change.

Step 5

Repeat the previous steps to grant Full Control to the UcceConfig group for <SystemDrive>:\temp.


Configure Cisco Unified Contact Center Enterprise

You can configure individual records, or you can use the Bulk Configuration tool to configure multiple records at one time. Bulk configuration is available for the following:

  • Agents

  • Call types

  • Dialed number plans

  • Dialed numbers

  • Labels

  • Network trunk groups

  • Network VRU scripts

  • Peripheral targets

  • Persons

  • Regions

  • Region prefixes

  • Routes

  • Trunks

  • Trunk groups

  • Scheduled targets

  • Services

  • Skill groups

  • VRU port maps

Access Configuration Manager tool

You perform all Unified CCE configuration tasks using the Configuration Manager tool, which is installed with the Unified CCE software.

  1. From your desktop, double-click the Unified CCE Tools icon, and then select Administration Tools.

  2. Double-click the Configuration Manager icon.

Configure Media Routing Domain

You must establish Media Routing Domains (MRD) for each media type that your Unified CCE System supports. A Voice MRD is installed by default with Unified CCE. You need to create MRDs for other media such as chat, email, and tasks. Additionally, if you are using Cisco Enterprise Chat and Email (ECE), you need to create media classes for ECE chat and email.

If you are configuring Media Routing Domains for ECE, see the Configuration Guide for Cisco Unified ICM/Contact Center Enterprise for complete instructions, at http://www.cisco.com/c/en/us/support/customer-collaboration/unified-contact-center-enterprise/products-installation-and-configuration-guides-list.html.


Important

If you are configuring a Media Routing Domain for Task Routing with third-party multichannel applications, do not use this procedure. See the Cisco Unified Contact Center Enterprise Features Guide for instructions, at https://www.cisco.com/c/en/us/support/customer-collaboration/unified-contact-center-enterprise/products-feature-guides-list.html.


Procedure

Step 1

Start the Configuration Manager and select Tools > List Tools > Media Routing Domain List.

Step 2

Click Retrieve and then click Add.

The Attributes tab appears.

Step 3

On the Attributes tab, provide values for the following fields:

Name. Enter the enterprise name of the MRD.

Media Class. Use the drop-down list to select the media class for the integrated application.

Max Time in queue. The default maximum queue time for calls in queue is one hour. To override this default, modify the value of the Max Time In queue field.

The MR domain ID is automatically generated when you save the MRD.

Step 4

After completing the required fields, click Save.


Repeat this procedure to add an MRD for each media class that your system supports.

Configure Trunk Groups

For the Unified CCE, the Network Trunk Group is the placeholder in the Unified CCE database for the trunk group; it performs no other function.

For deployments that:
  • Use the Unified CCE System PG, you must create one Network Trunk Group for each Unified CCE System PG peripheral.

  • Do not use the Unified CCE System PG, you must create two Network Trunk Groups—one for the Unified Communications Manager and one for the Unified CVP or Unified IP IVR. If you are deploying the Unified CVP, create one Network Trunk Group per CVP Server.

A Unified CCE Trunk Group is a collection of trunks associated with a single peripheral and usually used for a common purpose. For the Unified CCE, the trunk groups for VRU peripherals are used primarily as a place holder in the Unified CCE database.

Create a trunk group for each Unified Communications Manager peripheral and a trunk group for each Unified IP IVR application. If you are deploying Unified CVP, you must create two trunk groups for each Unified CVP Server that match the Group Numbers configured in Unified CVP Application Administration. For Unified IP IVR, the trunk group peripheral number in the Unified CCE must match the CTI Port Group ID on Unified IP IVR.

To configure a Network Trunk Group (and the trunk group under it):

Procedure

Step 1

From the Configuration Manager, choose Configure ICM > Peripherals > Trunk Group > Network Trunk Group Explorer. The ICM Network Trunk Group Explorer dialog box opens.

Step 2

Click Retrieve.

Step 3

Click Add Network Trunk Group. The Network Trunk Group tab opens.

Step 4

Add a unique name for the Network Trunk Group and an appropriate description.

Step 5

Click Add Trunk Group to add a trunk group.

Step 6

Complete these fields:

Peripheral. Select the peripheral to which the trunk group is associated.

Peripheral Number. Enter the number of the trunk group as understood by the peripheral. This number must be unique among all trunk groups associated with the peripheral. For Unified IP IVR, this number must:
  1. Match a CTI Port Group ID configured on the Unified IP IVR.

  2. Be an odd number.

  3. Be unique for all Unified IP IVRs handled by an Unified CCE System PG.

For example, if a Unified CCE System PG handles four Unified IP IVRs and each Unified IP IVR peripheral has one CTI Port Group, then the CTI Port Group ID for the first Unified IP IVR should be 1, the port group ID for the second Unified IP IVR should be 3, and so on. For the Unified CVP, this number must match a CVP Server Group Number configured on the CVP Server.

Peripheral Name. Enter the name of the trunk group as understood by the peripheral. This name must be unique among all trunk groups associated with the peripheral.

Name. Enter the enterprise name of the trunk group. The Unified CCE forms a default for this name using the entries from the Peripheral and Peripheral Name fields.

Extension. Leave this field blank.

Trunk Count. Select Use Trunk Data. When you specify Use Trunk Data, the system software determines the trunk count dynamically by counting the associated records in the Trunk table.

Configuration Parameters. Leave this field blank.

Description. Enter an optional description.

Step 7

To add trunks to the trunk group, click Add Trunk.

Step 8

Add trunks as desired.

Step 9

Click Save and then click Close.

Step 10

Repeat these steps to create all necessary trunk groups.


Configure Network VRU Bank

The Network VRU Bank allows load balancing across multiple VRUs to occur and eliminates the need for complex translation-route configuration.

Configure a Network VRU Bank, only if your deployment uses the Unified CCE System PG.

Before you begin

Do this after you configure the following:

  • Network VRU

  • Network Trunk Group

  • All other trunk groups

Procedure

Step 1

From the Configuration Manager, choose Explorer Tools > Network VRU Explorer. The Network VRU Explorer dialog box opens.

Step 2

Click Retrieve and select your Network VRU.

Step 3

Select the Network VRU Bank tab and click Add.

The Select Trunk Group dialog box opens, displaying the all trunk groups configured on all Unified CCE System PG peripherals.

Step 4

Select the trunk group associated with the translation routing group on your Unified IP IVR. Make the appropriate trunk group selection for each Unified IP IVR in your deployment.

Step 5

Click OK.

Step 6

Click Add Label to add a label for the Network VRU Bank. The label must be the CTI Route Point trigger for the Translation-Routing application on the Unified IP IVR. By default, in the Label tab, the first field shows the selected Network VRU, not the Network VRU Bank:

  1. Click the drop-down list box to show the available Network VRU banks.

  2. Select a Network VRU bank in the drop-down list.

  3. Then configure the label for the Network VRU bank.

  4. Repeat the steps to configure labels for all of the Network VRU Banks.


If Network VRU Bank labels are available, the Router uses them when it balances the load between the Unified IP IVRs. If the Router cannot find an eligible Network VRU Bank labels, it uses the Network VRU label.

Configure services

A service refers to a type of processing that a caller requires. For example, separate services might be defined for Sales, Support, or Accounts Payable. Services are often associated with a peripheral, and are sometimes referred to as peripheral services. An agent is assigned one or more skills that in turn is associated with services. Routing to a Unified CCE service effectively targets an agent assigned to a Unified CCE skill group associated with the Unified CCE service.

Services on the Unified CCE correspond to CTI Route Points on Unified Communications Manager.


Note

On Unified CCE systems that interface with Unified CVP systems, you must configure two services with Peripheral Numbers of 1 and 2. However, outside of these services the preferred method of defining Unified CCE routable tasks is by defining call types.

For the two Unified CVP services, you do not need to configure Service Members, Routes, Peripheral Targets, or Labels.


Procedure

Step 1

From the Configuration Manager menu, choose Tools > Explorer Tools > Service Explorer. The Service Explorer dialog box opens.

Step 2

Select the peripheral for which you want to create a service and click Retrieve.

Step 3

Click Add Service.

The Service Configuration window opens.
Step 4

On the Service tab, enter the following:

The Media Routing Domain associated with the service.

Peripheral Number. Enter the number for the service on the peripheral. This field must be unique for all services for the peripheral, but not necessarily across all peripherals. If you are deploying the Unified CVP, enter 1 for the first service and 2 for the second service.

Peripheral Name. Enter a name that describes the service.

Enterprise Name. Enter an enterprise name for the service. This name must be unique among all the services in the enterprise. If you do not enter a value, this name is autogenerated.

Config Param. Not used for the Unified CCE.

Description. Enter any additional information about the service.

Service Level Type. Indicates how the Unified CCE calculates the service level for the service. You can choose to omit abandoned calls from the calculation, treat them as having exceeded the threshold (negative impact on service level), or treat them as answered calls (positive impact on service level). You can also choose to use the default specified for the peripheral.

Service Level Threshold. Enter the time in seconds, for the service level. The Unified CCE tracks the percentage of calls answered within this threshold. If this field is negative, the value of the default for the peripheral is used.

Step 5

On the Advanced tab, enter the following:

Peripheral Service Level. Indicates the type of service level calculation that the peripheral performs for this service. This setting has no effect because the PG does not report a peripheral service level.

Schedule name. Identifies an imported schedule associated with the service.

Extension. If you are deploying Outbound Option, enter the extension to associate with this service. This corresponds to a CTI Route Point defined in Unified Communications Manager and is associated with the PG User.

Step 6

On the Service Members tab, select skill groups to associate with this service.

Step 7

Click Apply.

Step 8

Repeat this procedure to add any other services.


Configure dialed numbers

The dialed number (DN) is the number that the caller dials to start the call and identifies the Unified CCE routing script to run. Set dialed numbers for ring no answer, dialed number plan entries, and for Supervisor/emergency calls.

For Unified Communications Manager to generate a route request to the Unified CCE, the cluster associates the DN with a CTI Route Point for the Unified CCE JTAPI User. Configure the DN in the Unified CCE. After the Unified CCE receives the route request with the DN, that DN is mapped to a Unified CCE Call type, which is then mapped to a Unified CCE routing script.


Note

You cannot use the DN for a CTI Route Point on a different CTI Route Point in another partition. Ensure that DNs are unique across all CTI Route Points on all partitions.


Unified CCE generates a unique value for the Label Name list after you configure a dialed number.

Procedure

Step 1

From the Configuration Manager, choose Tools > List Tools > Dialed Number/Script Selector List.

The Dialed Number/Script Selector List dialog box opens.

Step 2

Click Retrieve and then click Add.

The Attributes tab displays.

Step 3

In the Attributes tab, enter values in the following fields:

Routing client. Choose the enterprise name of the routing client associated with this dialed number. After you select a routing client and save to the database, this field becomes read only.

Media Routing Domain. The media routing domain associated with the selected dialed number or script selector.

Dialed number string. Enter the string value that the routing client passes to the Unified CCE for this dialed number (for example: 8005551212).

Name. Enter the enterprise name for the dialed number. This name must be unique among all dialed numbers in the system. If you do not enter a value, the name is autogenerated.

Customer. Use the drop-down list to select the customer (Unified CCE instance) associated with the dialed number.

Default label. Choose the name of the default label for this dialed number. The label must have been previously defined for it to be in the selection list. Use the Label List tool in the Configuration Manager to define labels. If the Unified CCE fails to determine a target for the call within the routing client's time-out threshold, then the default label for the dialed number is used.

Description. Enter a description for the dialed number.

Permit application routing. If you intend to route calls from a parent system to this dialed number, check this dialog box.

Reserved by IVR. For VRU dialed numbers, check this box. This setting prevents the CallManager PIM from trying to exert control on the calls arriving on these Route Points.

Step 4

On the DN Mapping tab, as desired, click Add to specify a call type and other dialing information to associate with this dialed number.

Step 5

Click Save to enter the dialed number information.

Step 6

Repeat this procedure for any additional dialed numbers.


Configure call types

A call type is a category of Unified CCE routable task. Each call type has a schedule that determines which routing script or scripts are active for that call type at any time.

There are two classes of call types:

  • Voice (phone calls). Voice call types are categorized by the dialed number (DN), caller-entered digits (CED), and calling line ID (CLID). The CED and CLID can be optional, depending on the call.

  • Non-voice (email and text chat). Non-voice call types are categorized by the Script Type Selector, Application String 1, and Application String 2. Application String 1 and Application String 2 can be optional, depending on the application.

To facilitate Unified CCE reporting, it is good practice to create separate call types for VRU applications and queuing applications.

Procedure

Step 1

From the Configuration Manager, select Tools > List Tools > Call Type List.

The Call Type List dialog box opens.

Step 2

Click Retrieve and then click Add.

The Attributes tab appears.

Step 3

In the Attributes tab, enter values for the following fields:

Name. Enter an enterprise name for the call type. This name must be unique among call types in the system.

Customer. Choose the customer (Unified CCE Instance) from the drop-down list.

Service level threshold. The service level threshold is the target maximum time that a caller spends in a queue before being connected to an agent. When you set up a peripheral, you specify a default service level threshold for all services associated with that peripheral. If you enter a negative number, the service level threshold from the Peripheral table is used.

This field is prepopulated with the default service level threshold for this peripheral and grayed out. If you wish to override this default, check the Override System Information Default check box to the right of this field and enter a different value.

You can also set the Service Level in the Configuration Manager with the System Information tool. When the service level is defined with the Call Type tool, this setting overrides a setting made with the System Information tool. If service level is not defined with the Call Type tool, but is defined with the System Information tool, the Unified CCE uses the System Information setting.

Service level type. Indicates how the system software calculates the service level for the service. The default is the level specified for the associated peripheral. To set a different level type, check the Override System Information Default check box and select the type you want from the selection box.

Bucket Intervals. Indicates the Bucket Intervals setting for the call type. Bucket intervals are defined with the Bucket Intervals List tool. If you wish to override the defined default, check the Override System Information Default check box and select a different Bucket Intervals setting.

Description. Enter an optional description of the call type.

Step 4

Click Save to enter the call type information.


Repeat this procedure to add additional call types.

Configure Variables

Configure Expanded Call Context Variables

Expanded Call Context (ECC) variables are variables that you define and enable in the Configuration Manager to store values for a call. You can specify the variable name and data type. The name must begin with the string "user." ECC variables are in addition to the variables the system software defines for each call (PeripheralVariable1 through PeripheralVariable10, CallerEnteredDigits, CallingLineID, and so on).

An ECC variable name can be up to 33 bytes long (1–32 usable characters). Use the following naming convention when creating an ECC variable:

user.<CompanyName>.<VariableDescription>

In this syntax:

  • <CompanyName> is the name of your company.

  • <VariableDescription> is a descriptive tag for the variable.

For example:

user.Cisco.AcctNum

Using this naming convention prevents naming conflicts with any third-party applications that interface with the system software.


Note

For a large corporation, you can break <VariableDescription> down to include the Business Unit, Division, or other organizational entities.

ECC variables follow these size rules:

  • An ECC variable can be either a scalar variable or an array element, each with a maximum length of 210 bytes.


    Note

    Array types are not supported for an agent request.


  • The maximum number of elements in an array is 255.

  • The maximum buffer size for each scalar variable = 5 + the maximum variable length. The 5 bytes includes 4 bytes to tag the variable and 1 byte for the null terminator.

  • The maximum buffer size for each array = 5 + (1 + the maximum length of an array element) * (the maximum elements in the array). There is a null terminator for each element, and a null terminator for the array as a whole.

  • You pass ECC variables in an ECC payload which has a 2000-byte limit. The total sum of all the maximum buffer sizes for each variable and each array in one ECC payload cannot exceed 2000 bytes.

    For example, if you intended to use the following:

    • A scalar ECC variable with a maximum length of 100 bytes

    • A scalar ECC variable with a maximum length of 80 bytes

    • An ECC array with a maximum of 9 elements with each element having a maximum length of 200 bytes

    Totaled the buffer size is: (5+100) + (5+80) + (5 + (1+200)*9) = 2004. Because this size is too large, you must change the length of one of the scalar ECC variables or the length of the array ECC variables.

For Web Callback and Delayed Callback to work properly, an ECC variable (also known as a named variable) must be defined. The Cisco CTI driver supports the use of ECC variables in addition to the standard call variables associated with a call. Before an ECC variable can be used, it must be defined in the Unified CCE ECC variable database table.

ECC Variables for Voice MRDs with Collaboration

ECC variables must be configured in Configuration Manager's Expanded Call Variable List tool (for each integrated application) to route requests using the voice Media Routing Domain.

For Voice MRDs with Collaboration, the ECC variables are:

  • user.ewm.activity.id

  • user.ewm.customer.name

Validate ECC Variable Size for CTI Server

Before configuring ECC variables, validate the total size of the ECC variables against the following rules and limits:

  • Because the total size of the buffer used to store the variables in CTI Server internally is 2500 bytes, the total sum of all the maximum buffer sizes for each scalar variable and arrays must be no greater than 2500.

  • The maximum buffer size for each scalar variable = 4 + length of the ECC name + the maximum length of the variable where the 4 bytes includes a 1 byte tag, 1 byte to define the length, and 2 terminating NULL characters.

  • The maximum buffer size for each array = (5 + length of the ECC name + the maximum length of array element) * (the maximum number of elements in the array) where the 5 bytes includes a 1 byte tag, 1 byte to define the length, 1 byte for the array index, and 2 terminating NULL characters.

  • For example, if you intend to use one scalar ECC variable with a maximum length of 100 bytes named user.var, one scalar ECC variable with a maximum length of 80 bytes named user.vartwo, and an ECC array named user.varthree with a maximum of 9 elements with each element having a maximum length of 200 bytes, the buffer size would be:

    (4+8+100) + (4+11+80) + ((5 + 13 + 200)*9)) = 2169

    where 8 is the length of user.var, 11 is the length of user.vartwo and 13 is the length of user.varthree.

Enable ECC Variables
Procedure

Step 1

Within the Configuration Manager, double-click Tools > Miscellaneous Tools > System Information.

The System Information window appears.

Step 2

Select the Expanded call context enabled check box.

For additional information, refer to the online Help.
Step 3

Click Save to apply your changes.


Define ECC Variables
Procedure

Step 1

Within the Configuration Manager, double-click Tools > List Tools > Expanded Call Variable List.

The Expanded Call Variable List window appears.

Step 2

Click Retrieve to enable adding ECC variables.

Step 3

Click Add.

The Attributes property tab appears.

Step 4

Complete the Attributes property tab. See the List Tools Online Help for details on the Attributes property tab.

Step 5

Click Save to apply your changes.


What to do next

If you change the configuration of any ECC variable with the Expanded Call Variable List tool, restart the Unified CVP Call Server or VRU PIM to force a renegotiation of the ECC variables.

Before you can use the new ECC variable, you must add it to an ECC payload.


Note

If your solution only has a Default payload, the solution automatically adds any new ECC variables to the Default payload until it reaches the 2000-byte limit.


Define ECC Payloads

You can create and modify ECC payloads in the Expanded Call Variable Payload List tool.


Note

The tool checks that the ECC payload does not exceed the 2000-byte limit only when you save your changes. The counters on the Members tab only show what the current size is with all the selected members. They are only informational and do not enforce the limit. The limit is enforced when you attempt to save the changes.


To define an ECC payload, you create the ECC payload and then add its members.

Procedure

Step 1

In the Configuration Manager, open Tools > List Tools > Expanded Call Variable Payload List.

The ECC Payload List window appears.

Step 2

Click Retrieve to enable adding ECC payloads.

Step 3

Click Add.

The Attributes property tab appears.

Step 4

Complete the Attributes property tab. See the List Tools Online Help for details on the Attributes property tab.

Step 5

On the Members tab, click Add.

A dialog box listing all the existing ECC variables appears.

Step 6

Select the members for your ECC payload and click OK.

Watch that the ECC Variable Size counter does not exceed 2000 bytes. For ECC payloads that go to CTI clients, watch that the CTI Message Size counter does not exceed 2500 bytes.

Step 7

Click Save to apply your changes.


Configure User Variables

You can also create global user variables; for example, you can create a user variable called usertemp to serve as a temporary storage area for a string value used by an If node.

After you have defined a user variable, you can then use the Script Editor Formula Editor to access the variable and reference it in expressions, just as you would with a "built-in" variable.

Each user variable must:

  • Have a name that begins with user.


    Note

    This name cannot contain the dot/period (.) character.
  • Be associated with an object type, for example, Service. (This enables the system software to maintain an instance of that variable for each object of that type in the system.)

  • Be checked as persistent. A persistent variable maintians its value between script invocations. This allows you to set the variable in one script and reference later in another script.


    Note

    Because these variables may be persisted, do not use User Variables to store sensitive information belonging to the customer or company. Using these variables to store confidential information could lead to violation of security standards, such as PCI, the Common Criteria, HIPAA, or FIPS 140-2.


A user variable can store a value up to 40 characters long.

Define User Variables
Procedure

Step 1

Within the Configuration Manager, select Tools > List Tools > User Variable List.

The User Variable List window appears.

Step 2

In the User Variable List window, click Retrieve to enable Add.

Step 3

Click Add.

The Attributes property tab appears.

Step 4

Complete the Attributes property tab.

Note 
The Variable name, Object type, and Data type fields are required. All other fields are optional. For additional information refer to the online Help.
Step 5

Click Save to apply your changes.


Configure Users

Create Person records

All Unified CCE agents must have a Person record. When you create an Agent record, you can associate the record with an existing Person record. If you do not associate the Agent record with an existing Person record, a new Person record is automatically created when you create the agent.

To configure a Person record before configuring an agent, complete the following steps:

Procedure

Step 1

From the Configuration Manager, choose Peripherals > Person > Person List.

The Person List dialog box opens.
Step 2

Click Retrieve and then click Add.

Step 3

in the Attributes tab, enter information in the following fields:

First Name. Enter the person's first name.

Last Name. Enter the person's last name.

Login Name. Enter the person's login name.

Password. Enter a password for the person.

Enable Logins. Check this check box.

Step 4

Click Save and then click Close.

Step 5

Repeat this procedure to add additional Person records.


Associate agents with peripherals
Procedure

Step 1

Select Tools > Explorer Tools > Agent Explorer.

The Agent Explorer dialog box displays.
Step 2

Select the peripheral you want associated with the agent from the drop-down list and click Retrieve.

Step 3

Click Add Agent to display the Agent configuration tab.

Step 4

In the Agent tab, enter information in the following fields:

Last Name. Enter the agent's last name.

First Name. Enter the agent's first name.

Login Name. Enter the name the agent uses to login. This name must be unique in the enterprise.

Password. Enter the agent's password. This password is validated during the agent login process.

Login Enabled. Check this check box if you want the enable the agent to login.

Select Person. Click this button to select a person to associate with the agent record. You can select a person for a new agent, an existing agent, or a temporary agent.

Enterprise Name. Enter an enterprise name for the agent that is unique within the enterprise. The default is a combination of the peripheral name with the agent's first and last name.

Peripheral Name. Enter a name for the agent as known to the peripheral.

Peripheral Number. Enter the agent's login ID. This number identifies the agent to the peripheral. This number needs to be unique among all agents for the peripheral, but does not need to be unique across all peripherals. Agent IDs can be up to eleven digits long. The first digit in the ID must be 1 through 9. It cannot be 0. Also, this number cannot be the same as the extensions on the Unified Communications Manager cluster for this agent. Finally, the ID can not exceed the extension length specified in the Unified Communications Manager Peripheral Gateway Setup

Step 5

Click the Advanced tab and enter information in the following fields:

Desk Setting. Use the drop-down list to select the desktop settings to be associated with the agent. If you do not make a selection, the Unified CCE applies the default desk settings defined for the peripheral.

ConfigParam. Use this field to enter any specific configuration parameters that may be required. Make entries in this field only if instructed to do so by your Cisco support representative.

Description. Enter any other information you want about the agent.

Agent State Trace. Select to enable the agent's state trace control. When enabled, the Unified CCE records every state transition made by the agent.

Step 6

Click Save.

Step 7

Repeat this procedure to configure additional agents.


Assign Agent Desk Settings

Agent Desk Settings associate a set of permissions or characteristics with specific agents. The settings are comparable to Class of Service settings on a PBX or ACD. Desk settings are associated with an agent when you configure the agent. The desk settings are global in scope and you can apply them to any configured agent on any peripheral within a Unified CCE configuration.

Agent Desk Settings provide a profile that specifies parameters such as whether auto-answer is enabled, how long to wait before rerouting a call for Ring No Answer, what DN to use in the rerouting, and whether reason codes are needed for logging out and going not-ready. You must associate each agent with an agent desk setting profile in the Unified CCE configuration. A single agent desk setting profile can be shared by many agents. Changes made to an agent's desk setting profile while the agent is logged in are not activated until the agent logs out and logs in again.

If Agent Desk Settings are not associated with an agent, the agent is assigned the peripheral default settings, which depend on the peripheral to which the agent is assigned.

When you configure Agent Desk Settings, you specify the amount of non-active time after which an agent is automatically logged out, whether wrap up is required following incoming and outbound calls, the amount of time allocated for wrap up, and the method used for assist and emergency calls. You also specify settings for the Ring No Answer feature.

Ring No Answer

The Ring No Answer feature, configured in Agent Desk Settings, ensures that when an agent does not answer a call, the call is taken away from the agent after a specified number of seconds and re-assigned to another agent or requeued.

When a call is routed to an agent but the agent fails to answer the call within a configurable amount of time, the Unified Communications Manager PIM for the agent who did not answer changes that agent's state to not ready (so that the agent does not get more calls) and launches a route request to find another agent. Any call data is preserved and popped onto the next agent's desktop. If no agent is available, the call can be sent back to the Unified IP IVR for queuing treatment again. Again, all call data is preserved. The routing script for this RONA treatment should set the call priority to "high" so that the next available agent is selected for this caller. In the agent desk settings, you can set the RONA timer and the DN used to specify a unique call type and routing script for RONA treatment.

This feature behaves and is configured differently depending on whether you deploy the Unified CVP or Unified IP IVR in the Unified CCE System.


Note

The Dialed Number for Ring No Answer is peripheral-specific. Therefore, each Unified Communications Manager PG in your deployment must have its own set of Agent Desk Settings configured for it; you cannot use a particular desk setting across peripherals.
About Ring No Answer with Unified IP IVR

For Unified CCE systems in which you deploy the Unified IP IVR, the Ring No Answer feature ensures that when an agent does not answer a call the following applies:

  • The call is taken away from that agent after ringing for a configurable number of seconds and is rerouted to a different agent or placed in queue.

  • The state of the agent who did not answer the call is changed to "Not Ready."

Reroute a call on Ring No Answer works as follows for Unified IP IVR:

  1. A routing script connects the call to an agent.

  2. If the agent does not answer the phone within the Ring No Answer time set in Agent Desk Settings, the Unified Communications Manager changes the agent's state to "Not Ready" and post routes the call to Unified CCE.

  3. The Unified CCE Router runs a routing script using the dialed number specified in the agent desk setting record. The routing script associated with the DN typically looks for another agent and routes the call to that new agent.

  4. If no agents are available, the call typically is translation routed or queued to the VRU, or sent to some other queue point. Queuing treatment is restarted.


    Note

    Give the call the highest priority in the queue so that the call is routed to the next available agent.
  5. Any call data is preserved to be popped onto the agent screen. In addition, a flag is set in the database so that Unified CCE can report on all of the occurrences of Ring No Answer.

About Ring No Answer with Unified CVP

For Unified CCE systems in which you deploy the Unified CVP, the Unified Communications Manager does not control the Unified CVP and cannot send an unanswered call back to the Unified CVP for re-queuing. You configure the Ring No Answer feature to only make the agent "Not Ready" when they do not answer a call, and use the Unified CVP Router Requery feature to re-queue the call.

As of Release 9.0, the Unified CVP deployment no longer requires that you configure the RNA timer on both sides (Unified CVP and Unified CCE); configure Ring No Answer (RNA) timeout only in Unified CVP. This removes the requirement to manually align the relevant Unified CVP and Unified CCE timer configuration. To configure RNA timeout in Unified CVP, see the Patterns for RNA timeout on outbound SIP calls section in the Unified CVP OAMP console.

Reroute a call on Ring No Answer works as follows for Unified CVP:

  1. A routing script connects the call to an agent by sending a connect message to the Unified CVP. The script node should have Enable Target Requery enabled. To enable this, edit the node, select Change and check the Enable Target Requery check box.

  2. The agent's phone rings.

  3. If the phone is not answered (either via the agent desktop or physically going off-hook) within the Ring No Answer time set in Agent Desk Settings, Unified CCE makes the agent unavailable, but does not actually change the agent state to Not Ready until the call is redirected.

  4. When the Unified CVP Ring No Answer timeout expires, the Unified CVP sends an EventReport=No Answer message to the Router instructing it to select another target according to the routing script and send a Connect message to Unified CVP. The target might be another agent or a VRU label to requeue the call.


    Note

    Give the call the highest priority in the queue so that the call is routed to the next available agent.
  5. Any call data is preserved to be popped onto the second agent screen.


    Note

    In addition, a flag is set in the database so that Unified CCE can report on all of the occurrences of Ring No Answer.
  6. When the call is redirected from the original agent, the agent's state changes to "Not Ready."

Configure Agent Desk Settings
Procedure

Step 1

From the AW server, open Configuration Manager, choose Configure ICM > Enterprise > Agent Desk Settings > Agent Desk Settings List. The Agent Desk Settings List dialog box opens.

Step 2

Click Retrieve and then Click Add.

Step 3

Fill in the Attributes tab information:

Name. Enter a name for the agent desk settings that is unique within the enterprise.

Ring No Answer Time. Enter the number of seconds (between 1 and 120) that a call may ring at the agent's station. If you are deploying the Unified CVP, make sure this number is less than the number set for the No Answer Timeout for Router Requery that you set in the Unified CVP.

If you configure this timer, you do not need to configure the Unified Communications Manager Call Forward on No Answer for agent extensions in the Unified Communications Manager, unless you want them to be used when the agent is not logged in. If you set the Unified Communications Manager Call Forward No Answer time, enter a value at least 3 seconds higher than the Ring No Answer Time on each Unified Communications Manager node.

Ring no answer dialed number. Enter the Unified CCE DN associated with the routing script that you want to use to reroute a call that an agent has not answered. If you are deploying the Unified CVP, leave this field blank.

Logout non-activity Time. Enter the number of seconds (between 10 and 7200) in which the agent can remain in Not Ready state before Unified CCE automatically logs out the agent.

Work Mode on Incoming. Select whether wrap-up is required following an incoming call. Select an option from the drop-down list.

Work Mode on Outgoing. Select whether wrap-up is required following an outgoing call. Select an option from the drop-down list.

Wrap Up Time. Enter the amount of time, in seconds, allocated to an agent to wrap up a call.

Assist Call Method. Select whether Unified CCE creates a consultative call or a blind conference call for a supervisor assistance request.

Emergency Alert Method. Select whether the Unified CCE creates a consultative call or a blind conference call for an emergency call request.

Blind conference is not supported if the call may queue on a VRU.

Description. Enter additional optional information about the agent desk settings.

Step 4

Use the following boxes to select or de-select miscellaneous settings:

Auto-answer. Indicates whether calls to the agent are automatically answered. The agent is not required to take any action to answer the call. If a second call comes in while a call is in progress, the call is not automatically answered. This is the same behavior as with Unified Communications Manager.

If you enable auto-answer, you must also configure the agent phone in Unified Communications Manager to turn the speakerphone or headset (or both) to ON. If you turn only the headset to ON, the agent must also turn the phone headset button to ON.

In a multi-line enabled environment with auto-answer selected, if you are on a call on your non-ACD line, the call will not auto-answer. However, if you turn on Unified Communications Manager Auto Answer, the call will answer.

Idle Reason Required. Indicates whether an agent is required to enter a reason before entering the Idle state.

Logout Reason Required. Indicates whether an agent is required to enter a reason before logging out.

Auto Record on Emergency. Indicates in a record request is automatically sent when an emergency call request starts.

Cisco Unified Mobile Agent (check box). Enables the Unified Mobile Agent feature so that the agent can log in remotely and take calls from any phone. For more information about the Unified Mobile Agent, see the Cisco Unified Contact Center Enterprise Features Guide at https://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_feature_guides_list.html.

Step 5

Click Save and then click Close.


Designate Agent Supervisor
You can identify an agent as a supervisor.

If you define an agent as a supervisor:

  • If single sign-on is disabled either globally or for the agent you want to designate as a supervisor, the supervisor must have an Active Directory account. If the supervisor does not have an Active Directory account, the designation fails.

  • If single sign-on is enabled either globally or for the agent you want to designate as a supervisor, you must enter the individual's name in the format that your identity provider requires.

To create an agent who is a supervisor:

Procedure

Step 1

In the Configuration Manager menu, select Tools > Explorer Tools > Agent Explorer. The Agent Explorer window appears.

Step 2

In the Select filter data box, select the peripheral with which the agent is to associated and click Retrieve. This enables the Add Agent button.

Step 3

Click Add Agent.

Note 

You must add the agent supervisor, as both member and supervisor, to the Member tab on the agent team list. To get the benefit from the Team layout in Finesse, the agent supervisor must be a member of the team.

Step 4

In the property tabs on the right side of the window, enter the appropriate property values. Use the Agent Tab to define the agent and designate the agent as a supervisor. Use the Skill Group Membership Tab to map the agent to any skill groups. (See the Configuration Manager online help for more information.)

Note 
An agent team can have only one primary supervisor. There is no upper limit to the number of secondary supervisors for a team. Refer to the online help for instructions on how to assign a primary supervisor.
Step 5

When finished, click Save.


Create agent teams

You can group individual agents into agent teams that supervisors can manage. Agent teams are assigned to specific peripherals, so you must assign all agents of a given team to the same peripheral. You assign agents individually to agent teams.

When configuring agent teams, be aware of the following rules:

  • An agent can be a member of only one agent team.

  • An agent team can have only one Primary Supervisor.

  • A supervisor can be a supervisor of any number of agent teams.

  • A supervisor for an agent team can also be a member of that agent team.

  • All agents belonging to an agent team and all supervisors for that agent team must be on the same peripheral.

For more information on team limits, see the appendix on system requirements in the Solution Design Guide for Cisco Unified Contact Center Enterprise at http://www.cisco.com/c/en/us/support/customer-collaboration/unified-contact-center-enterprise/products-implementation-design-guides-list.html.

Procedure

Step 1

From the Configuration Manager, select Configure ICM > Peripherals > Agent Team > Agent Team List.

Step 2

Click Retrieve and then Add to add a new agent team.

Step 3

Click the Attributes tab and enter values in the following fields:

Name. Enter an enterprise name for the agent team that is unique within the enterprise.

Peripheral: Enter the name of the agent team peripheral. You can select the name from the drop-down list.

Supervisor Script Dialed Number: Select a dialed number for the agent team from the drop-down list. If you have not created a supervisor script, select the default, "none". When you create the script, return to this screen and enter the dialed number for the script.

Description: Enter additional information about the agent team.

Step 4

Click the Members tab and click Add.

Step 5

Choose the agents that you to assign to the team and click OK.

Step 6

Click the Supervisor tab and choose the supervisor from the Primary Supervisor drop-down list.

Step 7

To add a secondary supervisor, click the Add button and select a secondary supervisor from the list. Click OK.

Step 8

Click Save and then click Close.


Configure Network VRUs

Use the Configuration Manager tool to configure Network VRUs.

After you configure a Network VRU and VRU scripts, you can use the Script Editor to write a routing script to send a call to the VRU and invoke a specific VRU script.

See Scripting and Media Routing Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_user_guide_list.html for more information.

Create Network VRU Target
Procedure

Step 1

Within the Configuration Manager, select Tools > Explorer Tools > Network VRU Explorer.

The Network VRU Explorer window appears.

Step 2

In the Network VRU Explorer window, click Retrieve to enable Add Network VRU .

Step 3

Click Add Network VRU.

The Network VRU property tab appears.

Step 4

Complete the Network VRU property tab.

The Name and Type fields are required. All other fields are optional.

The ECC Payload field provides the name of the ECC payload that has scope for interactions with this network VRU. For additional information refer to the Online Help.

Step 5

Click Save to apply your changes.


Define Network VRU Label

You must associate all VRU Types (except Type 6) with a Network VRU label.

Procedure

Step 1

In the Network VRU Explorer window, click Retrieve and select the Network VRU you want to add the label to.

The Label property tab appears.

Step 2

Complete the Label property tab.

The Routing client, Label, and Label type fields are required. All other fields are optional. For additional information refer to the online Help.
Step 3

Click Save to apply your changes.


Set Default Network VRU and Range of Correlation Numbers

For Network VRUs, you must use the System Information dialog to define a range of correlation IDs so the system software can communicate with the VRU about the call.

Procedure

Step 1

Within the Configuration Manager, select Tools > Miscellaneous Tools > System Information.

The System Information window appears.

Step 2

In the System Information window, select the Default Network VRU.

Step 3

Enter the Minimum Correlation Number.

Step 4

Enter the Maximum Correlation Number.

For additional information refer to the online help.
Step 5

Click Save to apply your changes.


Configure scripts

Network VRU scripts

VRU scripts differ from routing scripts. A configured VRU script runs only when the Unified CCE instructs it to do so from a routing script. A VRU script on the Unified CCE is the configured record for the VRU script that resides on the VRU system. A VRU script executes to collect digits, play hold music, or perform many other common functions.

After you configure the VRU scripts, you can use the Script Editor to write a routing script to send a call to the VRU and invoke a specific VRU script.

For deployments that include the Unified CVP, use the Translation Route to VRU node to send calls to the Network VRU and invoke VRU scripts. Do not use Translation Route to VRU node for deployments that use the Unified CCE System PG. Instead, use any one of Queue to Skill Group or Send to VRU nodes.

Routing and administrative scripts

A routing script processes call routing requests from a routing client. Typically it examines several targets and applies selection rules to find an available qualified agent or a target with the shortest expected delay. You can set up different routing scripts to execute for different types of tasks. You can define call types in terms of the telephone number the caller dialed, the number the caller is calling from, and additional digits entered by the caller. For each call type, you can schedule different routing scripts to execute on different days or at different times of the day.

An administrative script runs periodically to perform a task, such as setting variables.

Configure Network VRU scripts
Procedure

Step 1

From the Configuration Manager, select Tools > List Tools > Network VRU Script List.

The Network VRU Script List dialog box opens.

Step 2

Click Retrieve and then click Add.

Step 3

On the Attributes tab, enter the configuration information for the VRU script as follows:

Network VRU. Specify the Network VRU with which this script should be associated.

VRU Script Name. Enter script name; for example, BasicQ.

Name. Enter the script file name; for example, BasicQ.aef

Timeout [seconds]. Enter 180.

Configuration param. Leave blank.

Customer. Choose the same Unified CCE customer you chose for call type from the drop-down list.

Step 4

Check the Interruptible check box.

Step 5

Click Save and the click Close.


Troubleshoot Network VRU scripts

If a timeout occurs on a VRU script, it is possible that the Router does not notify the VRU PIM that a timeout has occurred. Because the VRU PIM is not informed of the problem, it does not notify the VRU to cancel the script.

At this point, the options for script flow include the following:

  • The failure path in the Router script sends the call to a label, the VRU PIM gets a Connect and, if the VRU supports it, generates a Cancel message. This is the most common result.

  • Before the Router picks a label, the VRU script completes and the VRU sends a Script Result message to the Router. The Router then sends a Dialogue Failure Event because it is not expecting a Script Result. This is the next most common result.

  • The failure path in the Router script tries to run another VRU script. This is not a common result.

Currently, the best resolution to this problem is to use longer time-outs or create shorter VRU scripts. Be aware that the failure exit from the Run VRU Script node is a problem that you may need to resolve.

VRU error checking

A special call variable VruStatus, allows you to check the result of the last VRU node (Send To VRU/Translation Route to VRU/Run VRU Script) that the Unified CCE processed. The following table lists the values for this variable.

Value

Meaning

Description

0

VRU_SUCCESS

The last VRU node was successful.

1

VRU_ERROR

The last VRU node failed because of a routing or configuration error.

2

VRU_TIMEOUT

The last Send To VRU or Translation Route to VRU node failed because the routing client did not respond within 20 seconds or the last Run VRU Script node failed because the timeout limit defined for the script expired.

3

VRU_ABORTED

The last VRU node did not complete because the caller hung up or was otherwise lost. (Because this causes the routing script to terminate immediately, this value is never seen.)

4

VRU_DIALOG_FAILED

The last VRU node failed because communication with the VRU ended unexpectedly.

5

VRU_SCRIPT_NOT_FOUND

The VRU failed because the referenced VRU script was not found in the Unified CCE configuration.

Configure routing and administrative scripts

After you complete your Unified CCE configuration, you can write routing scripts and administrative scripts. You create, maintain, and monitor these scripts using the Script Editor.

For Information about See

Creating Unified CCE scripts

Configuration Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_installation_and_configuration_guides_list.html

Designing scripts for Unified CCE using the Script Editor

Scripting and Media Routing Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_user_guide_list.html

Planning scripts for your Unified CCE reporting needs

Cisco Unified Contact Center Enterprise Reporting User Guide at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_user_guide_list.html

Creating scripts for Outbound Option

Outbound Option Guide for Unified Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps524/prod_installation_guides_list.html

Configure Agent Targeting Rules

The Agent Targeting Rules (ATR) configures call routing by specifying the agent extension range, instead of configuring Device Targets and Labels for every phone/Routing Client. This simplifies the call routing configuration for the Agent PGs. Also, this feature reduces the amount of memory used by the Router because a large number of Device Targets and Labels are replaced by a few rules. ATRs are therefore, the preferred method for installation.

Before you begin

You must configure the PGs and routing clients before you configure the Agent Targeting Rules.

Procedure

Step 1

From the Configuration Manager, choose one of the following:

  • Configure ICM > Targets > Device Target > Agent Targeting Rule.
  • Tools > List Tools > Agent Targeting Rule.

The ICM Agent Targeting Rules dialog box opens.

Step 2

Click Retrieve.

Step 3

Click Add.

Step 4

Enter a name for the rule.

Step 5

Select a peripheral where the rule will be associated.

Step 6

Select the rule type:

  • Agent Extension

  • Substitute Agent Extension: Enter the agent extension prefix and agent extension length.

  • Translation Route: Select a Translation Route.

    For the Translation Route option, you must also configure the Translation Route DAIS as dialed numbers associated with the target agent's peripheral routing client in Unified CCE. You must map the dialed numbers to the route points that are configured in Unified Communications Manager and associated with the JTAPI user. This is necessary to complete the Translation Route Rule.

Step 7

Select one or more routing clients that can initiate the route request.

Step 8

Enter the agent's extension range.

Step 9

Click Save.

Step 10

Test the rule configuration by routing calls from each routing client to each agent extension you defined. If you defined a range, simplify the test by testing the lower and the upper limits of the agent extension, and a sampling of the extensions in between the range limits.


Configure translation routes

Use the Translation Route wizard to configure the translation routes for the Unified Communications Manager and VRU peripherals. This wizard automates the correct associations with peripheral targets, labels, and routes.


Note

Run the Translation Route Wizard only if your Unified CCE solution uses Unified CVP.
Procedure

Step 1

In the Configuration Manager, select Tools > Wizards > Translation Route Wizard.

The Translation Route Wizard introductory dialog box opens.

Step 2

Click Next.

The Acquire Lock and Select Configuration Task dialog box opens.

Step 3

Select Create New.

Step 4

Click Next.

The Define Translation Route dialog box opens. The graphic on the left of the dialog box shows the entities you are defining while using the Translation Route Wizard.

Step 5

Enter a long and short name for the translation route and, optionally, a description (the short name is used in forming target names).

Step 6

Click Next.

The Select Configuration dialog box opens.

Step 7

Choose the single peripheral, single routing client configuration from the drop-down list.

The graphic changes to show the configuration you select.

Step 8

Click Next.

The Select Peripheral Gateway, Peripherals, and Services dialog box opens.

Step 9

Enter values for the following fields:

Peripheral Gateway. Choose the gateway target for the translation route.

Peripheral. Choose the single peripheral or the peripheral to route calls to.

Service/Service Array. If the translation route is associated with a single peripheral, choose the service associated with the translation route. If the translation route is associated with multiple VRUs, then select a service array.

Step 10

Click Next.

The Select Routing Clients and Dialed Numbers dialog box opens. Use this dialog box to specify the Unified Communications Manager peripheral (or VRU peripheral) as the routing client from which translation routed calls originate. For the Unified CCE the dialed number string is not applicable.

Step 11

Click Next.

The Select Network Trunk Groups for Routing Clients dialog box opens. Choose at least one network trunk group to be used in peripheral targets associated with the translation route.

Step 12

Choose a routing client, select a network trunk group value for it, and click Add.

The Network Trunk Group appears in the list at the bottom of the dialog box.

Step 13

Click Next.

The Configure DAIS dialog box opens.

Step 14

Use this dialog box to specify the DAIS values that map to route points on the VRU. Do one of the following:

  • To enter a specific DAIS value, click Add DAIS and enter the value.
  • To add a range of DAIS values, typically required by a translation route, click Add DAIS Range.

A dialog box prompts you to enter a starting and ending DAIS value. The Translation Route Wizard automatically generates the DAIS values in the range.

Step 15

Click Next.

The Configure Label dialog box appears.

Step 16

Use this dialog box to define a label that maps to the DAIS/CTI route points. A label consists of a prefix and a suffix. Each DAIS value requires a unique label. Do one of the following:

  • Enter prefixes and suffixes individually.
  • Use the buttons in this dialog box to set a range of values or to base the prefix or suffix values on the DAIS values.
Step 17

Click Next.

The Wizard Complete dialog box opens.

Step 18

Click Create Translation Route to create the translation route and its associated entities.

First, the Translation Route Wizard displays a success message and then the dialog box appears.

Step 19

Do one of the following:

  • To see details about the translation route you just created, click Run Report.
  • To return to the beginning of the Translation Route Wizard and perform a new task, select Start New Task and click Finish.
  • To exit the Translation Route Wizard, click Finish.


Note

You can also use the Translation Route Explorer to create a translation route or to modify a translation route that you created with the Translation Route Wizard. Select Configuration Manager > Tools > Explorer Tools > Translation Route Explorer.

Configure Skill Groups or Precision Routing

Skill groups are collections of agents that share a common set of skills. Skill groups are associated with a peripheral and are members of Services. You can associate agents with one or more skill groups.

To configure skill groups, you create skill groups, add the skill groups to services as members, and assign agents to one or more skill groups.

Precision routing offers an alternative to skill group routing. Using Unified CCE scripting, you can dynamically map the precision queues to direct a call to the agent who best matches the precise needs of the caller.

To configure precision routing, you create attributes, assign attributes to agents, create precision queues, and create routing scripts.

Configure Skill Groups
Add skill groups

You configure skill groups to group agents with similar skills. You can associate agents with one or more skill groups. Skill groups are associated with a specific Unified Communications Manager PIM. You can group skill groups from multiple PIMs into Enterprise Skill Groups. You can direct calls to (routed to) Enterprise Skill Groups to share the load across multiple call centers or Unified Communications Manager installations. You can do reporting on Enterprise Skill Groups.

Agents are assigned one or more skills by associating the agent with the desired skill group.

After you create services and skill groups, you associate one or more skill groups with a service by making them members of that service.

A default skill group is created automatically when you create system PGs. The default skill group acts as a bucket to capture information about calls not routed by Unified CCE. (A call placed directly to an agent extension is an example of such a scenario.) If you deploy multichannel applications in your Unified CCE system, default skill groups are created for each Media Routing Domain that you configure.


Note

An agent must be assigned to at least one skill group to log in.
Procedure

Step 1

From the Configuration Manager, select Configure ICM > Peripherals > Skill Group > Skill Group Explorer.

The Skill Group Explorer dialog box opens.
Step 2

In the Select filter data section, select the peripheral from the drop-down list:

Step 3

Click Retrieve and then click Add Skill group to add a new skill group for the selected peripheral.

Step 4

Click the Skill Group tab and enter values for the following:

Media Routing Domain. Use Cisco_Voice for agents that do not use other media. For more information, see the Enterprise Chat and Email Installation Guide (for Unified Contact Center Enterprise) at https://www.cisco.com/c/en/us/support/customer-collaboration/cisco-enterprise-chat-email/products-installation-guides-list.html.

Peripheral Number. Enter the skill group number as known by the peripheral. This value must be unique among all skill groups for the peripheral, but does not need to be unique across peripherals.

Peripheral Name. Enter the local name for the skill group. This value must be unique among all skill groups for the peripheral, but does not need to be unique across peripherals.

Name. The Configuration Manager generates the value for this field. This value is a unique name for the skill group made up of a default value from the peripheral enterprise name and the skill group peripheral name.

Available Holdoff Delay. For the Unified CCE peripheral type, set this field to 0.

Priority. This field is read-only and defaults to 0.

Extension. Leave blank for the Unified CCE peripheral type.

ICM picks the agent. Check this check box.

Step 5

Click Save and then click Close.

Step 6

Repeat this procedure for any additional skill groups.


Assign skill groups as service members

To make a skill group a member of a service, you establish mappings of skill groups to services. Each skill group can be mapped to zero, one, or more services. Each service can have zero, one, or more skill group members.

Procedure

Step 1

From the Configuration Manager, choose Configure ICM > Peripherals > Service > Service Explorer.

The Service Explorer dialog box opens.
Step 2

Click Retrieve.

Step 3

Click the service that directs the skill group and then click the Service Members tab.

Step 4

On the Service Members tab, click Add to associate a skill group with the service.

Step 5

Click OK.

Step 6

Click Save and then click Close.

Step 7

Repeat this procedure for each skill group you want to associate with a service.


Assign agents to skill groups

Agents must be assigned to at least one skill group in order to log in. You can assign agents to the most appropriate skill groups according to their talents and skills to ensure that the most appropriate agent for a request responds to the customer.

Procedure

Step 1

From the Agent Explorer dialog box, choose the Skill Group Membership tab.

Step 2

From the Skill group name list, select the skill groups to which you want this agent assigned.

Step 3

Click Add.

The Add Skill Group Membership box opens, showing the skill groups to which the agent has been assigned.
Step 4

Click OK.

Step 5

Click Save and then click Close on the Agent Explorer dialog box.

Step 6

Repeat this procedure to assign additional agents to skill groups.



Note

You can remove agents from the Skill Group tab if necessary by selecting the agent and clicking Remove, then Save.

Configure Precision Routing

To configure precision routing, use the Unified CCE Web Administration application, which links to various precision routing gadgets. To access the application, click the CCE Web Administration shortcut on your desktop, or copy the following URL into your browser: https://distributor ip/cceadmin.

For more information on precision routing, see the Cisco Unified Contact Center Enterprise Features Guide at https://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_feature_guides_list.html

Add Attributes
Procedure

Step 1

Navigate to Unified CCE Administration > Organization > Skills > Attributes.

Step 2

In the List of Attributes window, click New. The New Attributes window has two tabs: General and Member.

Step 3

Complete the following fields on the General tab:

Field Required Description

Name

yes

Type a unique attribute name. For example, to create an attribute for mortgage insurance, type mortgage.

Description

no

Enter a maximum of 255 characters to describe the attribute.

Type

no

Select the type: Boolean or Proficiency.

Default

no

Select the default (True or False for Boolean, or a number from 1 to 10 for Proficiency).

Step 4

Click Save.


Search for Agents

The Search field in the Agents tool offers an advanced and flexible search.

Click the + icon at the far right of the Search field to open a popup window, where you can:

  • Select to search for agents only, supervisors only, or both.

  • Select to search for all agents or only ECE enabled agents.

  • Enter a username, agent ID, first or last name, or description to search for that string.

  • Enter one or more site names separated by spaces. (Site is an OR search.)

  • Enter one or more peripheral set names separated by spaces (Peripheral Set is an OR search). The search is case-insensitive and does not support partial matches.


Note

Search by department is available only when departments are configured.


Assign Attributes to Agents
Procedure

Step 1

With the selected agent displayed, click the Attributes tab.

Step 2

Complete the Attributes tab:

This tab shows the attributes associated with this agent and their current values.

Click Add to open a popup list of all attributes, showing the name and current default value for each.

  1. Click the attributes you want to add for this agent.

  2. Set the attribute value as appropriate for this agent.


Add Precision Queue
Procedure

Step 1

Navigate to Unified CCE Administration > Organization > Skills > Precision Queues.

This opens a List of Precision Queues window showing all precision queues that are currently configured.

Step 2

Click New to open the New Precision Queue window. Complete the fields.

Name Required Description

Description

no

Enter up to 255 characters to describe the precision queue.

Media Routing Domain

no

MRDs organize how requests for media are routed. The system routes calls to skill groups or precision queues that are associated with a particular communication medium; for example, voice or email. This field defaults to Cisco_Voice.

Service Level Type

yes

Select the service level type used for reporting on your service level agreement.

Service level type indicates how calls that are abandoned before the service level threshold affect the service level calculation.

  • Ignore Abandoned Calls (the default): Select this option if you want to exclude abandoned calls from the service level calculation.

  • Abandoned Calls have Negative Impact: Select this option if you want only those calls that are answered within the service level threshold time to be counted as treated calls. The service level is negatively affected by calls that abandon within the service level threshold time.

  • Abandoned Calls have Positive Impact: Select this option if you consider a call that is abandoned within the service level threshold time as a treated call. With this configuration, abandoned calls have a positive impact on the service level.

Service Level Threshold

yes

Enter the time in seconds that calls are to be answered based on your service level agreement, from 0 to   2,147,483,647.

The time that you enter in this field is used to report on service level agreements and does not affect how long a call remains in a precision queue. The length of time a call remains in a step is determined by the wait time for each individual step.

Agent Order

yes

Select an option to determine which agents receive calls from this queue.

The ordering of agents does not dictate the agents who are selected into a Precision Queue step. Agents are included or excluded based on the conditions specified for the step.

  • Longest Available Agent (the default): The default method of agent ordering for a precision queue. The call is delivered to the agent who has been in the available (or ready) state the longest.

  • Most Skilled Agent: The call is delivered to the agent who has the highest competency sum from all the attributes pertinent to the Precision Queue step. In an agent-rich environment, this can mean that more competent agents would be utilized more than less competent agents.

  • Least Skilled Agent: The call is delivered to the agent who has the lowest competency sum from all the attributes pertinent to the Precision Queue step.

Bucket Intervals

no

Select the bucket interval whose bounds are to be used to measure the time slot in which calls are answered.

The field defaults to the system default.

To select a different bucket interval:

Step 3

Click the numbered Step Builder link (Step 1, Step 2, and so on) to build a precision queue step in the Step Builder popup window.

Step 4

When you have finished adding, click Save.


Consider If Formula for Precision Queue

If you are not on the last step of the precision queue, then you can enter a Consider If formula for that step. A Consider If formula evaluates a call (within a step) against additional criteria. Each time a call reaches a step with a Consider If expression, the expression is evaluated. If the value for the expression returns as true, the call is considered for the step. If the value returns as false, the call moves to the next step. If no expression is provided for a step, the step is always considered for calls.

To add a Consider If formula, type the formula into the Consider If box. Alternatively, you can use the Script Editor to build the formula and then copy and paste it into the Consider If box. Objects used in Consider If formulas are case-sensitive. All Consider If formulas that you add to a precision queue must be valid. If you add an invalid formula, you cannot save the precision queue. To ensure that the formula is valid, use Script Editor to build and validate the formula.

Only the following scripting objects are valid in a Consider If formula:

  • Call

  • PQ

  • Skillgroup

  • ECC

  • PQ Step

  • Call Type

  • Custom Functions (You can create custom functions in Script Editor.)

It is possible that a valid Consider If formula can become invalid. For example, if you delete an object used in the formula after you create or update the precision queue, the formula is no longer valid.

Consider If Formula Examples

  • PQ.PQ1.LoggedOn > 1--Evaluates whether there is more than one agent logged in to this queue.

  • CallType.CallType1.CallsRoutedToday > 100--Evaluates whether more than 100 calls of this call type were routed today.

  • PQStep.PQ1.1.RouterAgentsLoggedIn > 1--Evaluates whether there is more than one router agent logged in to this queue for Step 1.

  • CustomFunction(Call.PeripheralVariable1) > 10--Evaluates whether this formula using a custom function returns a value greater than 10.

Build Precision Queue Steps

Every precision queue must have a step, and every step must have an Expression. An Expression is a collection of attribute terms.

Procedure

Step 1

Click the numbered step link in the Steps panel (Step 1, Step 2, and so on).

The step number popup window opens.

Step 2

Build the first step as follows.

  1. Click the magnifying glass icon to the right of the Select Attribute field in the Expression 1 panel.

  2. Select an attribute from the list.

  3. Use the two Select fields to establish the terms of the attribute. Click the first Select field to choose an operator.

    • For Boolean attributes, choices are the operators for Equal and Not Equal.

    • For Proficiency attributes, choices are the operators for True, False, Less Than, Less Than or Equal To, Greater Than, and Greater Than or Equal To.

  4. Click the second Select field to choose a value.

    • For Boolean attributes, values are True and False.

    • For Proficiency attributes, values are numbers from 1 to 10.

    Your selection creates an attribute term for the Expression.

Step 3

To add a second attribute to the first Expression, click Add Attribute in the Expression 1 row.

  1. Select AND or OR to establish the relationship between the first and second attributes.

  2. Repeat steps 2b, 2c, and 2d.

Step 4

Continue to add attributes to Expression 1.

All attributes within an expression must be joined by the same logical operator. They must all be ANDs, or they must all be ORs.

Step 5

To add a second Expression, click the Add Attribute drop-down in the Expression 1 row and select Add Expression.

Step 6

Select AND or OR to establish the relationship between the first and second Expressions.

Step 7

Add attributes to Expression 2.

Step 8

Continue to add Expressions as needed.



In this example, a Spanish caller located in the Boston area needs an onsite visit from a technician to repair his ServerXYZ. An ideal agent should be fluent in Spanish and have the highest proficiency in ServerXYZ. This can be seen in Expression 1. Expression 2 allows us to specify that the selected agent must also be from either Boston or the New England area.

Step 9

When you have completed the step, click OK to add it to the precision queue.

Step 10

To build the next step, click Add Step.

Each successive step is prepopulated with the Expressions and attributes of its predecessor. Decrease the attribute qualifications and competencies in successive steps to lower the bar such that the pool of acceptable agents increases.

Step 11

When you have created all steps, you can open any step except the last and enter values in the Consider if and Wait for fields.

  • Consider if is a formula that evaluates a call within a step against additional criteria. (See Consider If Formula for Precision Queue for more information about Consider If.)

  • Wait for is a value in seconds to wait for an available agent. A call will queue at a particular step and wait for an available agent matching that step criteria until the number of seconds specified. A blank wait time indicates that the call will proceed immediately to the next step if no available agents match the step criteria. Wait time defaults to 0 and can take a value up to 2147483647.


Configure routes

The route is a value returned by a routing script that maps to a target or a peripheral. Those targets include services, skill groups, agents, translation routes, queue points, or CTI route points. The Unified CCE converts a route to a device target to direct to the request destination.

When you create a route, you associate the route with a service.

Procedure

Step 1

From the Configuration manager, choose Tools > Explorer Tools > Skill Group Explorer.

The Skill Group Explorer dialog box opens.
Step 2

Click Retrieve.

Step 3

Choose the skill group for which you are creating the route.

Step 4

Click Add Route.

The Route tab opens.

Step 5

In the Route tab, enter information in the following fields:

Skill group priority. The value 0 indicates a base skill group. This is the default when there is only one skill group and there are no priorities.

Name. The enterprise name of the route.

Description. Enter an optional description of the route.

Service Name: The name for the service.

Step 6

Click Save.



Caution

When you break the association between a route and a peripheral, the Unified CCE removes the Route ID value from all peripheral targets that reference that route.

Perform Bulk Configuration

Access Bulk Configuration Tools
Procedure

Step 1

Double-click Configuration Manager in the Administration Data Server group or the Administration Client group.

Step 2

In the Menu selection box, select Tools > Bulk Configuration.

Step 3

From the submenu selection list, select Insert if you need to insert data or Edit if you need to edit.

Step 4

In the next menu selection list, select the type of table with which you need to work.


Add New Records

You can add records by inserting multiple blank rows (records) and filling in the data or by importing the data.

You can also edit the data you insert when you insert it.

Insert New Records

To insert a new record:

Procedure

Step 1

In the Bulk Configuration > Insert menu, select the name of the data table to which you want to add records. The appropriate Insert window opens, automatically displaying one new row.

Step 2

To create additional rows, enter the number of additional rows in the Quantity field and click Insert. The additional rows are added in the Insert window.

Step 3

Enter the data in the rows:

  1. If you want to edit individual fields in the new rows, type the information you want in each of the fields and skip to Step 8.

  2. If you want to edit a column in multiple rows so that a range of values is entered, continue to Step 4.

    Note 

    For other ways of entering data into multiple rows, see Edit Range of Data

Step 4

Select the rows in the column you want to modify.

Step 5

Click Edit Range. The Edit Range dialog appears.

Step 6

Enter a prefix (optional), the start value for the range, and a suffix (optional). The generated values are listed in the dialog.

Step 7

Click OK to close the Edit Range dialog and apply the values to the column you selected.

Step 8

When you have finished setting fields in the new rows, press Enter to apply your changes to the Unified CCE database.

Note 
You can leave empty rows, the system ignores them. No changes are made to the database until you press Enter.

Import Data

You can import data from a specified text file into the opened database table. You can import whole records or only columns of data if the data matches (see Step 3 of the following procedure). The process cancels if any error occurs during the import process.

Procedure

Step 1

In the Insert or Edit window, click Import.

Step 2

In the Import dialog, click File.

Step 3

In the File Open dialog, select the file containing the data that you want to import and click Open.

The Import File Data area displays the first few lines of the opened file.

  • When importing data in the Edit mode, the following rules apply:

    • The Bulk Configuration tool reads only those records whose primary key values match those of records in the Edit window.

      If a record does not match the primary key value, the record is considered to be an error and a message box with the primary key value pops up to ask you to correct the problem.

    • If any field in the import record is null, the corresponding field value in the grid window become blank for an edit cell or uses the default value for a drop-down list cell.

    • If any field is missing in the import file, the corresponding field in the Edit window remains unchanged.

    • If there is a larger number of records in the file to be imported than the number of rows in the grid, it is considered an error and a message box pops up asking you to correct it.

    • If there is a duplicated primary key in the file to be imported, it is considered an error and a message box with the duplicated primary key value pops up asking you to correct it.

    • After importing, all records imported (including records marked for deletion in the grid) are marked as "Changed" regardless of whether the value is changed or not.

    • After importing, the records display in index order (ordered by logical keys). If you did not sort before importing, the order appears the same after the import.

  • When importing data in the Insert mode, the following rules apply:

    • Only a single import is supported and any existing rows are removed from the grid. When you click Import, the following message box pops up if there is any record in the grid:

      All the existing data will be replaced by the data to be imported. If you want to retain the current data on the grid please click the Cancel button then save or export the existing data. Click the OK button to proceed with the importing.

    • After importing, all rows are marked as "New" and the ordering is the same as that in the file imported from.

    • In the Import Insert mode, the tool reads only those records whose primary key values are not presented. If the primary key field is selected for file to be imported, it is considered an error and a message box with the primary key field name pops up asking you to correct the problem.

    • If any field in the import record is null, the corresponding field value in the grid window becomes blank for an edit cell or uses the default value for a drop-down list cell.

      Note 
      If headers are included in the imported file, the Add and Remove buttons are not enabled and you can only import the records as a whole. In that case, skip to Step 6.
Step 4

If the imported data does not contain headers, in the Available Fields list box, select the names of the fields to import that match the data and click Add.

Step 5

To change the order of the columns, select a column and move it within the list by clicking Up or Down.

Step 6

Click OK. The data is imported into the data table.


Data File Format

The import and export files used by the Bulk Configuration tool can optionally include a header that identifies the table and columns in the file. The header is followed by one line for each row of data.

The following rules apply to file headers:

  • A line beginning with a number sign (#) is a comment and is ignored.

  • Blank lines are also ignored.

  • The header content is indicated by a line beginning with two underline characters and the word TABLE or COLUMNS. The following line contains the name of the table or the name of the columns. For example:

    __TABLE

    Call_Type __

    COLUMNS

    CallTypeID EnterpriseName Description Deleted CustomerDefinitionID

  • All column names must be on a single line and are separated by Tab characters.

    The following rules apply to the data in the files:

    • One row of table data per line.

    • Column values must be in the same order in all rows. If columns are specified in the header, the columns in the data rows must be in the same order.

    • Column values are separated by a single Tab character.

    • Fields intentionally left blank must be represented by two adjacent Tab characters or a Tab character at the end of a line. On import, the default value is used for such a value.

    • String values may include spaces.

    • An error occurs on import if a line contains too few or too many values.


    Note

    A simple way to create the import file with a valid format is to use Excel and save the file as Text (Tab delimited) (*.TXT).
Select Data

You can select whole records for importing, exporting, setting security, deleting, or undeleting. Or, you can select the same field in multiple records for simultaneous editing.

Select Records

Click in the left-most numbered field in a row to select that row and highlight it. Click in any other field in a row to select the row but not highlight it.

Select One Field in Multiple Records

You can select one edit-control field (when there is no section box in the field) in multiple records in any of the following three ways:

  • Click the field where you want to start and, keeping the left mouse button held down, move the cursor to the last field.

  • Click the field where you want to start. While holding down the Shift key, click the last field.

  • Click the field where you want to start. While holding down the Shift key, click the down arrow to select.

  • Press Ctrl, then click on each field you wish to select. This allows you to select a discontinuous group of fields.

Edit Range of Data
You can edit a range of data in a table column in three ways:
Procedure
  • Apply a single value to a range of edit-control fields

  • Apply a single value to a range of selection-box fields

  • Apply a range of values to a range of fields

Apply a Single Value to a Range of Edit-Control Fields

An edit-control field is one you can edit that does not contain a selection box.

To apply a single value to a range of edit-control fields:

Procedure

Step 1

Make your selection: click the field where you want the range to start and, keeping the left mouse button held down, move the cursor to the last field in the range.

Step 2

Type the new entry that you want to appear in all the fields.

Step 3

Click Enter or Tab. This applies the change to all the records in the range and moves the focus to the next data field.


Apply a Single Value to a Range of Selection-Box Fields

To apply a single value to a range of selection-box fields:

Procedure

Step 1

Select the first field where you want the range to start.

Step 2

Press the Shift key and hold it down for steps 3, 4, and 5.

Step 3

Click the selection-box down arrow but keep the left mouse button held down and select the fields you want in the range.

Step 4

Click the last field in the selection to display the selection list. You can also open the selection box by pressing Alt + an arrow key.

Step 5

Click your selection.

Step 6

Click Enter or Tab (or any other field). This applies the change to all the records and moves the focus to the next data field.


Apply a Range of Values to a Range of Fields in a Column

To apply a range of values to a range of fields in a column:

Procedure

Step 1

Select the range of fields in a database column. This enables the Edit Range button.

Note 
The Edit Range button does not work for selection-box fields.
Step 2

Click Edit Range. The Edit Range dialog displays.

Figure 1. Edit Range Dialog Box


Step 3

In the Edit Range From field, enter the first number of the range.

Step 4

In the Prefix and Suffix fields, you can optionally enter substrings to appear before or after each value. The Edit Range dialog lists the generated values.

Note 
When entering a numeric range, you may also enter leading zeros to ensure proper alignment (that is, 001 to 999).
Step 5

Click OK. This applies the changes to the fields you selected in the Insert or Edit window.


Configure Cisco Unified Intelligence Center

Sign In to Administration Console

Who can sign in to the administration console: The System Application User who is the default Superuser.

To upload the license, you must sign in to the Unified Intelligence Center Administration Console. This is the OAMP interface for Unified Intelligence Center. The first person who signs in to the Administration application must do so using the user ID and password that were defined for the System Application User during the installation. This user is the initial Superuser for Unified Intelligence Center Administration.

Procedure

Step 1

Enter this URL: http://<HOST ADDRESS>/oamp, where HOST ADDRESS is the IP address or hostname of your Controller node.

Step 2

Enter the System Application User ID and password that you defined during installation.


Upload License

After the license file is uploaded to the publisher node, within a minute, it is automatically replicated to all nodes in the cluster.

Procedure

Step 1

In the Administration application, choose Cluster Configuration > License Management.

Step 2

Click Browse.

Step 3

Navigate to the location where the *.lic file was saved.

Step 4

Click Apply License to load the license.

A message appears indicating that the license file was uploaded successfully and will be distributed to other nodes (if any) in the cluster in approximately one minute.

Note 
The databases are polled once a minute for changes. The license replication is not immediate but occurs within a minute.

Configure SQL User Account

Procedure

Step 1

Launch Microsoft SQL Server Management Studio on the Administration and Data Server.

Step 2

Navigate to Security > Logins, right-click Logins and select New Logins.

Use these steps to create login accounts for the Cisco Unified Intelligence Center reporting data sources and for Finesse connectivity to the AW Database on the Cisco Finesse Administration page.

Step 3

On the General Screen:

  1. Enter the Login Name.

  2. Select SQL Server authentication.

  3. Enter and confirm the password.

  4. Uncheck Enforce password policy.

Step 4

In the Server Roles page, check the following check boxes:

  • public

  • securityadmin

  • serveradmin

  • setupadmin

  • sysadmin

Step 5

On the User Mapping page, do the following:

  1. Check the Real-time database and Historical database check boxes.

  2. In Database role memberships pane, check the following check boxes:
    • db_datareader

    • db_datawriter

    • db_ddladmin

    • db_owner

    • db_securityadmin

    • public

    Note 
    For an SQL user configured to work with Live Data, check the master database check box and the db_datareader and db_datawriter check boxes (in Database role memberships pane).
Step 6

Click OK.


What to do next

Note

Ensure that you configure SQL User Account on both the primary and secondary AW databases.


Configure Data Sources

To integrate Unified Intelligence Center with Unified CCE, you must configure the following two data sources:

  • Unified CCE Historical data source—This data source is added by default to support the Unified CCE stock historical reports and Unified CCE User Integration. Complete the Database Host, Database Name, and the Database User ID and Password fields for this data source and ensure that it is online before Unified CCE User Synchronization can occur.

  • Unified CCE Realtime data source—This data source is added by default to support the Unified CCE stock real time reports. Complete the Database Host, Database Name, and the Database User ID and Password fields for this data source.

Depending on your environment, the Unified CCE Historical and Realtime data sources can point to the same machine.

You can execute a CLI command to point each node to a unique IP Address for the Unified CCE Historical or Realtime data source. The command is set cuic properties host-to-ip. For more information about the CLI, see the Administration Console User Guide for Cisco Unified Intelligence Center at https://www.cisco.com/c/en/us/support/customer-collaboration/unified-intelligence-center/products-maintenance-guides-list.html.

To integrate Unified Intelligence Center with Unified CVP, you must add a Unified CVP data source.

A Unified Intelligence Center data source is also installed by default. This data source represents the Unified Intelligence Center database on the node that stores records for reports, dashboards, and users maintained on that node. This data is replicated across all nodes in the cluster. You can edit the description for this data source, but do not change other fields. The Unified Intelligence Center data source for each node is configured by default to point to that member.

Configure Unified CCE Data Sources
Procedure

Step 1

From the Unified Intelligence Center Reporting application, click Data Sources drawer on the left panel to open the Data Sources page.

Step 2

Select the Unified CCE Historical Data Source.

Step 3

Click Edit to open the Data Source Create/Edit page.

Step 4

Complete the fields for the selected data source. See online help for guidance.

Note 

The name of the database instance is a required field only for Informix databases.

Step 5

Test the data source connection. Troubleshoot, if required.

Step 6

Save the data source.

Step 7

Repeat steps 2 through 6 for the Unified CCE Realtime data source.


Create Data Source for Cisco Unified CVP Report Data
Procedure

Step 1

Log in to the Unified Intelligence Center at https://<hostname/ IP address of CUIC Publisher>:8444/cuicui.

Step 2

Select the Data Sources drawer to open the Data Sources page.

Step 3

Click New to open New Data Source page.

Step 4

Complete fields on this page as follows:

Field

Value

Name

Enter the name of this data source.

Report Designers and Report Definition Designers do not have access to the Data Sources page but can see the list of Data Sources when they create custom reports. To benefit those users, give a new Data Source a meaningful name.

Description

Enter a description for this data source.

Data Source Type

Choose Informix.

Note 
Type is disabled in Edit mode.

Host Settings

Database Host

Enter the IP address or hostname for the Unified CVP Reporting server.

Port

Enter the port number. Typically, the port is 1526.

Database Name

Enter the name of the reporting database on the Unified CVP reporting server. The database name can be cvp_data or callback.

Instance

Specify the instance name of the desired database. By default, this is cvp.

Timezone

Choose the correct time zone for the data stored in the database. In locations that change from Standard Time to Daylight Savings Time, this time zone is updated automatically.

Note 
Set CVP datasource timezone configuration to UTC on CUIC.

Authentication Settings

Database User ID

Enter the user ID of the Reporting User who is configured in the Operations Console to access the Unified CVP reporting database.

(The cvp_dbuser account is created automatically during Unified CVP Reporting server installation.)

Password and Confirm Password

Enter and confirm the password for the database user.

Charset

Choose UTF-8.

Default Permissions

View or edit the permissions for this datasource for My Group and for the All Users group.

Max Pool Size

Select the maximum pool size.

Value ranges from 5-200. The default Max Pool Size value is 100 and is common for both the primary and secondary data source tabs.

Step 5

Click Test Connection.

If the status is not Online, review the error message to determine the cause and edit the data source accordingly.

Step 6

Click Save to close the Add Data Source window.

The new data source appears on the Data Sources list.


Cisco Unified Intelligence Center Reporting User Roles

There are seven User Roles, and a user can be assigned to one, any, or all of them. The roles are:

  • Login User

  • System Configuration Administrator

  • Security Administrator

  • Dashboard Designer

  • Value List Collection Designer

  • Report Designer

  • Report Definition Designer

Depending on the size, staff, geographical distribution, and security practices of your call center, you might want to assign multiple user roles to a few people or to distribute user roles to many people.

Login User

By default, everyone who can sign in to Unified Intelligence Center is a Login User. Login Users have that role and only that role until the Security Administrator assigns additional roles or deactivates (removes) the Login User role.

A Security Administrator or System Application user can remove the login role from any user.

An active login user can:

  • Log in to Unified Intelligence Center

  • Open the Security drawer, access the User List, and edit his own User Information page; for example, to change his alias or phone number.

System Configuration Administrator

This user has all the rights of an active Login User and also:

  • Has full access to the Data Sources drawer and its functions.

  • Has full access to the Scheduler drawer and its functions.

Security Administrator

This user has all the rights of an active Login User and also has full access to the Security drawer and its functions.

Dashboard Designer

This user has all the rights of an active Login User and also has full access to the Dashboard drawer.

Value List Collection Designer

This user has all the rights of an active Login User and also:

  • Has full access to the Value Lists drawer.

  • Has View (Read) access to the Data Sources drawer.

Report Designer

This user has all the rights of an active Login User and also:

  • Has full access to the Reports drawer.

  • Has View (Read) access to the Data Sources and Value Lists drawers.

  • Can access the Scheduler drawer to work with the user's own reports.

Report Definition Designer

This user has all the rights of an active Login User and also:

  • Has full access to the Report Definition drawer.

  • Has View (Read) access to the Data Sources and Value Lists drawers.

Download Report Bundles

The following Cisco Unified Intelligence Center report bundles are available as downloads from Cisco.com https://software.cisco.com/download/type.html?mdfid=282163829&catid=null. Click the Intelligence Center Reports link to view all available report bundles:

  • Realtime and Historical Transitional templates - Introductory templates designed for new users. These templates are simplified versions of the All Fields templates, and are similar to templates available in other contact center solutions.

  • Realtime and Historical All Fields templates - Templates that provide data from all fields in a database. These templates are most useful as a basis for creating custom report templates.

  • Live Data templates - Templates that provide up to the moment data for contact center activity.

  • Realtime and Historical Outbound templates - Templates for reporting on Outbound Option activity. Import these templates if your deployment includes Outbound Option.

  • Realtime and Historical Cisco SocialMiner templates - Templates for reporting on SocialMiner activity. Import these templates if your deployment includes SocialMiner.

  • Cisco Unified Intelligence Center Admin Security templates - Templates to report on Cisco Unified Intelligence Server audit trails, permissions, and template ownership.

Additionally, sample custom report templates are available from the Cisco Developer Network (https://developer.cisco.com/web/ccr/documentation).

Import Report Bundles

Procedure

Step 1

Sign in to Unified Intelligence Center at https://<hostname/ IP address of CUIC Publisher>:8444/cuicui, and click Reports in the left pane.

Step 2

Click Import Report.

Step 3

In the File Name (XML or ZIP file) field, click Browse.

Step 4

Browse to and select the report bundle zip file, and click Open.

Select a report bundle for the version of software deployed in the contact center.

Step 5

Select the location where you want to save the file.

Step 6

Click Import.

Step 7

Choose one:

  • If the report or reports do not yet exist, you must provide the data source. From the Data Source for ValueList drop-down list, select the data source used. Then click Import.

    Note 

    You have to select a data source for the value list only if it does not use the same data source as the report definition. For LiveData reports, the Data Source for ReportDefinition is LiveData Streaming and the Data Source for ValueList is UCCE Realtime. For real time reports, the Data Source is UCCE Realtime. For historical reports, the Data Source is UCCE Historical.

  • If the report or reports do exist, a message appears asking you if you want to replace the existing report (which overwrites any report definition changes associated to it). Click Yes, Yes to All, No, or No to All.


Configure Unified Intelligence Center Administration

Complete the following procedure to configure Unified Intelligence Center Administration.
Procedure

Step 1

Sign in to the Cisco Unified Intelligence Center Administration Console (https://<hostname>:8443/oamp).

Step 2

Configure the Active Directory tab under Cluster Configuration > Reporting Configuration.

  1. For Host Address for the Primary Active Directory Server, enter the IP address of the domain controller.

  2. For Port, enter the port number for the domain controller.

  3. Complete the Manager Distinguished Name fields that are required for the customer.

  4. Enter and confirm the password with which the Manager accesses the domain controller.

  5. For User Search Base, specify users and the domain name and any sub-domain names .

  6. For Attribute for User ID, select the required option.

    Note 

    If the Windows domain name and the NETBIOS names are different, do the following: in the Cisco Unified Intelligence Center Administration Console, under Active Directory Settings, in the field Attribute for User ID, ensure to select sAMAccountName, and add the NETBIOS value to set it as default value.

  7. Add at least one domain for the UserName Identifier. Do not type the @ sign before the domain name.

  8. Set a domain as the default.

  9. Click Test Connection.

  10. Click Save.

Note 

For more details, see the online help.

Step 3

Configure syslog for all devices.

  1. Choose Device Management > Logs and Traces Settings.

  2. For each host address:

    • Select the associated servers and click the arrow to expand.

    • Select the server name.

    • In the Edit Serviceability Settings screen Syslog Settings pane, configure the Primary and Backup Host. Click Save.

Step 4

Configure SNMP for all devices, if used.

  1. Select Network Management > SNMP.

  2. Navigate to SNMP and for each server add the following:

    • V1/V2c Community Strings.

    • Notification Destination.


Configure Cisco Unified Customer Voice Portal

Configure Unified CVP Server

Set Up FTP Server
Procedure

Step 1

Install the FTP Service on the server.

  1. Choose Start > Administrative Tools > Server Manager.

  2. Expand Roles in the left panel of the Server Manager window.

  3. Right-click Web Server (IIS) and click Add Role Services.

  4. Check the FTP Server check box, click Next and then click Install, installation takes a few moments.

  5. When the installation is complete, click Close.

Step 2

Enable the FTP Service on the server.

  1. Choose Start > Administrative Tools > Server Manager.

  2. Expand Roles in the left panel of the Server Manager window.

  3. Expand Web Server (IIS) and then click Internet Information Services (IIS) Manager.

  4. Expand hostname.

  5. Right-click Sites and click Add FTP Site.

  6. Enter a FTP site name.

  7. Enter c:\Inetpub\wwwroot in the Physical path of the FTP site name, and click Next.

  8. Enter the IP address of the CVP Server.

  9. Select No SSL in SSL Options and then click Next.

  10. Check the Anonymous and Basic check boxes.

  11. Select All Users from the Allow Access To drop-down list.

  12. Check the Read and Write check boxes, and then click Finish.

Step 3

Set the Basic Setting for the FTP Server.

  1. Click Sites and then click the FTP server that you have created.

  2. Click Basic Settings in the Actions tab and click Connect as.

  3. Select Application user (pass-through authentication) option and click OK twice.


Configure Unified CVP Reporting Server

Create Reporting Users

Who can create a user:

  • Initially, the System Application User who is the default Superuser.

  • Eventually, any Superuser.

Unified CVP reporting users can sign in to Unified Intelligence Center only if they exist in the Administration console as Superusers or if Active Directory (AD) is configured in the Unified Intelligence Center Administration console for their domain:

  • Superusers who are added are considered to be IP Multimedia Subsystem (IMS) users.

  • Users who are authenticated through Active Directory are considered to be Lightweight Directory Access Protocol (LDAP) users.

Both IMS users and LDAP users can log in to Unified Intelligence Center reporting and are restricted to the limited Login User role until the Unified Intelligence Center reporting security administrator gives them additional roles and flags them as active users.

Create Superusers
Procedure

Step 1

Log in to the Cisco Unified Intelligence Center Administration Console (https://<HOST ADDRESS>/oamp).

Step 2

Navigate to Admin User Management > Admin User Management to open the Users page.

Step 3

Click Add New to add and configure a new user or click an existing username to edit the configuration for that user.

This page has three tabs: General, Credentials, and Policy. For information about completing these tabs, see Administration Console User Guide for Cisco Unified Intelligence Center at https://www.cisco.com/en/US/products/ps9755/prod_maintenance_guides_list.html or the Administration console online help.

Step 4

Click Save.


Set Up Active Directory Server for LDAP Users

Configure the Active Directory tab in the Cisco Unified Intelligence Center Administration console so that Unified CVP reporting users can log in to the Unified Intelligence Center reporting application with the user name and password that is defined in their domain.

Procedure

Step 1

In the Cisco Unified Intelligence Center Administration application, navigate to Cluster Configuration > Reporting Configuration and select the Active Directory tab.

Step 2

Complete all fields on this page, referring to the online help for guidance.

Step 3

Click Test Connection.

Step 4

When the connection is confirmed, click Save.


Sign In to Cisco Unified Intelligence Center Reporting Interface

Who can sign in to the Unified Intelligence Center reporting interface:

  • Initially, the System Application User who is the default Superuser.

  • Eventually, any Unified CVP user who was created in the Administration Console as an IMS superuser or an LDAP user.

Perform the following procedure to sign in to the Unified Intelligence Center reporting interface.

Procedure

Step 1

Sign in to the Cisco Unified Intelligence Center Administration Console (https://<HOST ADDRESS>/oamp).

Step 2

Navigate to Control Center > Device Control.

Step 3

Click on the name of the Member node you want to access. This opens the Cisco Unified Intelligence Center login page for that member.

Step 4

Enter your user ID and password. The Overview page appears.

Step 5

Cisco Unified Customer Voice Protocol Reporting User Role Additions

Once Unified CVP users log in to Unified Intelligence Center, they are added to the Unified Intelligence Center database and appear on the user list.

New users are initially defined as Login Users: the lowest level user role of Unified Intelligence Center. A Unified Intelligence Center Security Admin user must access the User List page to check a User is Active check box and to grant additional user roles to the user.

Figure 2. User List Page
Obtain and Import Report Templates
Obtain Cisco Unified CVP Report Templates

Who can obtain import Unified CVP report templates: any user in your organization.

The Unified CVP reporting template XML files are installed with Unified CVP. Locate them and copy them to a Cisco Unified Intelligence Center client workstation.

Perform the following procedure to obtain import Unified CVP report templates.

Procedure

Step 1

In the Unified CVP server, locate the Unified CVP template files. These are XML files that reside on the reporting server in %CVP_HOME%\CVP_Reporting_Templates. You can also find them in the Installation directory \Downloads and Samples\Reporting Templates.

Step 2

Choose the files and copy them to the client computer from where you can launch the Unified Intelligence Center Reporting web application.


Import Unified CVP Report Templates
Procedure

Step 1

Launch the Unified Intelligence Center web application using the URL https://<CUCI ADDRESS:8444/cuicui/.

Step 2

Enter CUIC Username and Password.

Step 3

Create a folder to import the reports.

  1. Click Reports.

  2. From the toolbar, click New > Folder.

  3. Enter the folder name and click Save.

Step 4

Import the report templates.

  1. Click Reports > New > Import. You will be redirected to the CUIC legacy interface.

  2. Click Reports > Import Report.

  3. In the File Name (XML or ZIP File) field, click Browse and select the template file to import.

  4. In the Save To field, expand the Reports tree and select the folder created to import the report template.

  5. Click Import. CUIC validates the Report Definition ID in the template and successfully imports the template.

Note 

When one or more underlying Report Definitions do not exist in CUIC, you will be prompted to select a data source for the Report Definition and Value Lists. For information on creating Data Sources and Value Lists, see Cisco Unified Intelligence Center Report Customization Guide at https://www.cisco.com/c/en/us/support/customer-collaboration/unified-intelligence-center/products-user-guide-list.html.


Configure Unified CVP Operations Console

Enable Unified CVP Operations Console
Complete the following procedure on the Unified CVP OAMP server to enable the Unified CVP Operations Console.
Procedure

Step 1

Go to Start > Run and type services.msc.

Step 2

Check that Cisco CVP OPSConsoleServer service is running. If it is not, right-click that service and click Start.

Step 3

Go to Start > All Programs > Cisco Unified Customer Voice Portal > Operation Console to open the Unified CVP OPSConsole page. If you are using Microsoft Internet Explorer, you will need to accept the self-signed certificate.


Configure Unified CVP Call Server Component

Note

  • There is one Unified CVP server on Side A and one Unified CVP server on side B for the 500 agent deployment.

  • There are two Unified CVP servers on Side A and two Unified CVP server on side B for the 1000 agent deployment.

  • There are eight Unified CVP servers on Side A and eight Unified CVP server on side B for the 4000 agent deployment.


Procedure

Step 1

On the Unified CVP OAMP server, go to Start > All Programs > Cisco Unified Customer Voice Portal.

Step 2

Click Operations Console and log in.

Step 3

Navigate to Device Management > Unified CVP Call Server.

Step 4

Click Add New.

Step 5

On the General tab, enter the IP address and the hostname of the Cisco Unified CVP Server. Check ICM, IVR, and SIP. Click Next.

Step 6

Click the ICM tab. For each of the Cisco Unified CVP Call Servers, retain the default port of 5000 for the VRU Connection Port.

Step 7

Click the SIP tab:

  1. In the Enable outbound proxy field, select No.

  2. In the Use DNS SRV type query field, select Yes.

  3. Check Resolve SRV records locally.

Step 8

Click the Device Pool tab. Make sure the default device pool is selected.

Step 9

(Optional) Click the Infrastructure tab. In the Configuration Syslog Settings pane, configure these fields as follows:

  1. Enter the IP address or the hostname of the syslog server.

    Example:
    Prime server
  2. Enter 514 for the port number of the syslog server.

  3. Enter the name of the backup server to which the reporting server writes log messages.

  4. In the Backup server port number field, enter the port number of the backup syslog server.

Step 10

Click Save & Deploy.

Step 11

Repeat this procedure for the remaining Unified CVP Servers.


Configure Unified CVP VXML Server Component
Procedure

Step 1

In the Unified CVP Operations console, navigate to Device Management > Unified CVP VXML Server.

Step 2

Click Add New.

Step 3

On the General tab, enter the IP address and the hostname of the Cisco Unified CVP Server.

Step 4

Configure the primary and backup CVP Call Servers.

Step 5

Click the Configuration tab. In the Enable reporting for this CVP VXML Server field, click Yes to optionally enable reporting. If you do not want to enable reporting, click No.

Step 6

Click the Device Pool tab. Make sure the default device pool is selected. If prompted to restart the primary and secondary call servers, click No. Do not restart at this time.

Step 7

Click Save & Deploy.

Step 8

Repeat this procedure for all CVP Servers.


Configure Unified CVP Media Server
Procedure

Step 1

In the CVP Operations Console, navigate to Device Management > Media Server.

Step 2

Click Add New.

Step 3

On the General tab, configure the following.

  1. Enter the IP address and the hostname of the Unified CVP server.

  2. Check FTP Enabled.

  3. Either Check Anonymous Access or enter the credentials.

  4. Click Test SignIn to validate the FTP access.

Step 4

Click Save.

Step 5

Repeat Step 1 through 4 for all Media Servers.

Step 6

After you configure all Media Servers, click Deploy.

Step 7

Click Deployment Status to make sure that you applied the configuration.

Step 8

In the CVP Operations Console, navigate to Device Management > Media Server.

Step 9

Change Default Media Server from None to any one of the Unified CVP servers. Then click Set.

Step 10

Click Deploy.


Install Unified CVP licenses
Procedure

Step 1

Sign in to the CVP Operations Console.

Step 2

Choose Bulk Administration > File Transfer > Licenses.

Step 3

In the Select device type field, choose All Unified CVP devices.

Step 4

Browse and select the license file.

Step 5

Click Transfer.

Step 6

Click File Transfer Status to monitor transfer progress.


Configure Gateways
Procedure

Step 1

In the Unified CVP Operations Console, navigate to Device Management > Gateway.

Step 2

Click Add New.

Step 3

On the General tab, configure as follows:

  1. Enter the IP address.

  2. Enter the hostname.

  3. Choose the Device Type.

  4. In the Username and Passwords pane, enter the username, password, and enable password.

Step 4

Click Test Sign-in to verify that a connection with the gateway can be established and that the credentials are correct.

Step 5

Click Save.

Step 6

Repeat for every gateway.


Add Unified CCE Devices
Procedure

Step 1

Log in to the Unified CVP Operations Console.

Step 2

Choose Device Management > Unified ICM.

Step 3

Click Add New.

Step 4

On the General tab, configure as follows:

  1. Enter the IP address.

  2. Enter the Hostname.

  3. Check Enable Serviceability.

  4. Enter the Username.

  5. Enter the Password.

  6. Confirm Password.

  7. Accept the default port.

Step 5

Click Save.

Step 6

Repeat Steps 1 to 5 for all Unified CCE machines.


Add Unified Communications Manager Devices
Procedure

Step 1

Log in to the CVP Operations Console.

Step 2

Choose Device Management > Unified CM.

Step 3

Click Add New.

Step 4

On the General tab, configure as follows:

  1. Enter the IP address.

  2. Enter the Hostname.

  3. Check Enable Synchronization.

  4. Enter the Username.

  5. Enter the Password.

  6. Confirm Password.

  7. Accept the default port.

Note 
For Small contact center deployment add the NAT IP address of the unified CM.
Step 5

Click Save.

Step 6

Repeat Steps 1 to 5 for all Unified Communications Manager Devices.


Add Unified Intelligence Center Devices
Procedure

Step 1

Log in to the CVP Operations Console.

Step 2

Navigate to the Cisco Unified Intelligence Center Device. Choose Device Management > Unified IC.

Step 3

Click Add New.

Step 4

On the General tab, configure as follows:

  1. Enter the IP address.

  2. Enter the Hostname.

  3. Check Enable Serviceability.

  4. Enter the Username.

  5. Enter the Password.

  6. Confirm Password.

  7. Accept the default port.

  8. Associate all the existing CVP Reporting Servers.

Step 5

Click Save.


Transfer Scripts and Media Files
Create the notification destination and deploy to all of the Unified CVP devices.
Procedure

Step 1

In the Unified CVP Operations Console, navigate to Bulk Administration > File Transfer > Scripts & Media.

Step 2

In the Select device type field, select the Gateway.

Step 3

Move all Gateways to Selected.

Step 4

Click Default Gateway files.

Step 5

Click Transfer and select OK at the popup window.

Step 6

Click File Transfer Status to monitor transfer progress.


Configure SNMP

For more information about SNMP in Unified CCE, see the Serviceability Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_installation_and_configuration_guides_list.html and SNMP Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/en/US/products/sw/custcosw/ps1844/products_installation_and_configuration_guides_list.html.

Procedure

Step 1

In the Unified CVP Operations Console, navigate to SNMP > V1/V2c > Community String .

Step 2

Click Add New.

  1. On the General tab, name the community string.

  2. On the Devices tab, select the required device from the list of available devices.

  3. Click Save and Deploy.

Step 3

Create the notification destination and deploy to all of the Unified CVP devices.

  1. Navigate to SNMP > V1/V2c > Notification Destination.

  2. Click Add New.

  3. Complete the fields.

  4. Select the Devices tab and assign the SNMP notification destination to a device.

  5. Click Save and Deploy.


Configure SIP Server Group

SIP Server Groups are required for Cisco Unified Communications Manager and Gateways.

Procedure

Step 1

In the Unified CVP Operations Console, navigate to System > SIP Server Group .

Step 2

Create a server group for the Cisco Unified Communications Manager devices:

  1. On the General tab, click Add New.

  2. Fill in the SRV Domain Name FQDN field with a value that will also be used in the Cluster FQDN setting in Enterprise Parameters in Communications Manager. For example, cucm.cisco.com.

  3. In the IP Address/Hostname field, enter an IP address or hostname for the Unified Communications Manager node.

  4. Click Add.

  5. Repeat Steps c and d for each Unified Communications Manager subscriber. Click Save.

    Note 

    Do not put the Publisher node in the server group.

    SIP server group for Communications Manager is not required for SCC deployment as there is no direct SIP trunk created from Communications Manager to CVP in SCC model.

The FQDN should match the FQDN configured in the Enterprise Cluster FQDN setting on the Cisco Unified Communications Manager. For example, cucm.cisco.com. Adding the cluster subscriber nodes will load balance across all sub nodes.

Step 3

Create a server group for the gateway devices:

  1. On the General tab, click Add New.

  2. In the SRV Domain Name FQDN field, enter the SRV Domain Name FQDN. For example vxmlgw.cisco.com.

  3. In the IP Address/Hostname field, enter an IP address or hostname for each gateway.

  4. Click Add.

  5. Repeat Steps c and d for each gateway. Click Save.

    Add all VXML gateways as appropriate for deployment and branches. Adding all VXML gateways to the server group will load balance calls across all the member server group gateways.

Step 4

Associate these server groups to all Unified CVP Call Servers:

  1. On the Call Server Deployment tab, move all Unified CVP Call Servers from the Available list to the Selected list.

  2. Click Save and Deploy.

    Note 
    In the small contact center agent deployment, CUBE(SP) does not support FQDN configuration, therefore, you cannot create SIP server group pointing to CUBE(SP) for each sub customer.
    Note 
    • In the small contact center agent deployment, CUBE(SP) does not support FQDN configuration, therefore, you cannot create SIP server group pointing to CUBE(SP) for each sub customer.

    • In 12000 and 24000 agent deployment model, each CUCM cluster should have one SIP Server group with their subscriber nodes.


Configure Dialed Number Patterns

Dialed number patterns are required for:

  • Agent Device

  • Network VRU

  • Ringtone

  • Error

Procedure

Step 1

In the Unified CVP Operations Console, navigate to System > Dialed Number Pattern.

Step 2

For each dialed number pattern in the following table:

  1. Click Add New.

  2. In the Dialed Number Pattern field, enter the dialed number pattern.

  3. In the Description field, enter a description for the dialed number pattern.

  4. In the Dialed Number Pattern Types pane, check the specified dialed number pattern types.

  5. Click Save.

Step 3

After you configure all dialed number patterns, click Deploy.

Step 4

Click Deployment Status to make sure that you applied the configuration.

Dialed number pattern

Description

Dialed number pattern types

91*

Ringtone

Check Enable Local Static Route.

Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com).

Check Enable Send Calls to Originator.

92*

Error

Check Enable Local Static Route.

Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com).

Check Enable Send Calls to Originator.

The agent extension pattern. For example, enter 500* where the range of agent extensions is 5001 to 500999.

Agent Device.

Check Enable Local Static Route.

Route to SIP Server Group and IP Address/Hostname/Server Group Name are both the Unified Communications Manager gateway.

Check Enable RNA Timeout for Outbound Calls. The default timeout value is 60 seconds.

777*

Network VRU Label

Check Enable Local Static Route.

Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example vxmlgw.cisco.com).

Check Enable Send Calls to Originator.

The agent extension pattern for the sub customer in SCC model. For example, enter 500* where the range agent extensions is 5001 to 500999. Agent Device Label for the sub customer in the SCC model.

Check Enable Local Static Route.

In IP Address/Hostname/Server Group field provide the signaling IP address and port of the CVP adjacency in CUBE(SP) in the format:< IP Address>:<Port number>

For each sub customer a unique port must be configured.

Check Enable RNA Timeout for Outbound Calls. The timeout is 15 seconds.

Note 
In 12000 and 24000 agent deployment model, each CUCM cluster should have separate Dialed number Pattern with their agent extension range.

Configure Cisco IOS Enterprise Voice Gateway
Complete the following procedure to configure the Cisco IOS Voice Gateway. Instructions are applicable to both TDM and Cisco UBE Voice gateways, unless otherwise noted.

Note

Complete all configuration steps in enable > configuration terminal mode.


Procedure

Step 1

Configure the network interfaces:

interface GigabitEthernet0/0
	ip route-cache same-interface
	duplex auto
	speed auto
	no keepalive
	no cdp enable
Step 2

Configure global settings:

voice service voip
	no ip address trusted authenticate
 allow-connections sip to sip
	signaling forward unconditional
	!If this gateway is being licensed as a Cisco UBE the following lines are also required
 mode border-element
 ip address trusted list
  ipv4 0.0.0.0 0.0.0.0               # Or an explicit Source IP Address Trust List
sip
		rel1xx disable
		header-passing
		options-ping 60
  midcall-signaling passthru
Step 3

Configure voice codec preference:

voice class codec 1
   codec preference 1 g729r8 
   codec preference 2 g711ulaw
Step 4

Configure Unified CVP services and settings:

# Default CVP Services
application
	service new-call flash:bootstrap.vxml
	service survivability flash:survivability.tcl
	service CVPSelfService flash:CVPSelfServiceBootstrap.vxml
	service ringtone flash:ringtone.tcl
	service cvperror flash:cvperror.tcl
	service bootstrap flash:bootstrap.tcl
	service handoff flash:handoff.tcl

# Default CVP http, ivr, rtsp, mrcp and vxml settings
http client cache memory pool 15000
http client cache memory file 1000
http client cache refresh 864000
no http client connection persistent
http client connection timeout 60
http client connection idle timeout 10
http client response timeout 30
ivr prompt memory 15000
ivr asr-server rtsp://asr-en-us/recognizer
ivr tts-server rtsp://tts-en-us/synthesizer
rtsp client timeout connect 10
rtsp client timeout message 10
mrcp client timeout connect 10
mrcp client timeout message 10
mrcp client rtpsetup enable
vxml tree memory 500
vxml audioerror
vxml version 2.0
Step 5

Configure primary and secondary media servers:

#Configure the media servers where
# the primary matches the default media server defined in OAMP.
# the secondary is located on the opposite side of the primary.
ip host mediaserver ###.###.###.### # IP Address for primary media server.
ip host mediaserver-backup ###.###.###.### # IP Address for secondary media server.
Step 6

Configure the dial-peers:

# Configure CVP survivability
 dial-peer voice 1 pots
 description CVP TDM dial-peer
 service survivability
 incoming called-number .T
 direct-inward-dial


# Configure CVP Ringtone
 dial-peer voice 919191 voip
 description CVP SIP ringtone dial-peer
 service ringtone
 incoming called-number 9191T
 voice-class sip rel1xx disable
 dtmf-relay rtp-nte 
 codec g711ulaw
 no vad


# Configure CVP Error
 dial-peer voice 929292 voip
 description CVP SIP error dial-peer
 service cvperror
 incoming called-number 9292T
 voice-class sip rel1xx disable
 dtmf-relay rtp-nte 
 codec g711ulaw
 no vad



#Configure VXML leg where the incoming called-number matches the Network VRU Label
 dial-peer voice 7777 voip
 description Used for VRU leg
 service bootstrap
 incoming called-number 777T
 dtmf-relay rtp-nte 
 codec g711ulaw
 no vad



#Configure the Switch leg where
	# preference is used to distinguish between sides.
	# max-conn is used prevent overloading of CVP
	# options-keepalive is used to handle failover
	# Note: the example below is for gateways located on the A-side of a geographically distributed deployment
 # Note: Ensure that you configure switch dial-peers for each CVP server.

dial-peer voice 70021 voip
 description Used for Switch leg SIP Direct
 preference 1
 max-conn 225
 destination-pattern xxxx...... # Customer specific destination pattern
 session protocol sipv2
 session target ipv4:###.###.###.### # IP Address for CVP1, SideA
 session transport tcp
 voice-class codec 1
 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
 dtmf-relay rtp-nte
 no vad


dial-peer voice 70022 voip
 description Used for Switch leg SIP Direct
 preference 1
 max-conn 225
 destination-pattern xxxx...... # Customer specific destination pattern
 session protocol sipv2
 session target ipv4:###.###.###.### # IP Address for CVP2, SideA
 session transport tcp
 voice-class codec 1
 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
 dtmf-relay rtp-nte 
 no vad


dial-peer voice 70023 voip
 description Used for Switch leg SIP Direct
 preference 2
 max-conn 225
 destination-pattern xxxx...... # Customer specific destination pattern
 session protocol sipv2
 session target ipv4:###.###.###.### # IP Address for CVP1, SideB
 session transport tcp
 voice-class codec 1
 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
 dtmf-relay rtp-nte
 no vad


dial-peer voice 70024 voip
description Used for Switch leg SIP Direct
preference 2
max-conn 225
destination-pattern xxxx...... # Customer specific destination pattern
session protocol sipv2
session target ipv4:###.###.###.### # IP Address for CVP2, SideB
session transport tcp
voice-class codec 1
voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2
dtmf-relay rtp-nte
no vad

Step 7

Configure the hardware resources (transcoder, conference bridge, and MTP):

# Note: This section is only for reference. You must configure Hardware resources using Unified Communications Domain Manager.
# Configure the voice-cards share the DSP resources located in Slot0
voice-card 0
dspfarm
dsp services dspfarm
voice-card 1
dspfarm
dsp services dspfarm
voice-card 2
dspfarm
dsp services dspfarm
voice-card 3
dspfarm
dsp services dspfarm
voice-card 4
dspfarm
dsp services dspfarm

# Point to the contact center call manager
sccp local GigabitEthernet0/0
sccp ccm ###.###.###.### identifier 1 priority 1 version 7.0 # Cisco Unified CM sub 1
sccp ccm ###.###.###.### identifier 2 priority 1 version 7.0 # Cisco Unifed CM sub 2

# Add a SCCP group for each of the hardware resource types
sccp ccm group 1
associate ccm 1 priority 1
associate profile 2 register <gw70mtp>
associate profile 1 register <gw70conf>
associate profile 3 register <gw70xcode>

# Configure DSPFarms for Conference, MTP and Transcoder
dspfarm profile 1 conference
codec g711ulaw
codec g711alaw
codec g729r8
maximum sessions 24
associate application SCCP

dspfarm profile 2 mtp
codec g711ulaw
codec g711alaw
codec g729r8
maximum sessions software 500
associate application SCCP

dspfarm profile 3 transcode universal
codec g711ulaw
codec g711alaw
codec g729r8
maximum sessions 52
associate application SCCP
Note 

Universal transcoder is only needed for cases where you engage the G.729 caller to G.729 only agent with IVR in middle and performs any supplementary services or use features like whisper announcement or agent greeting. If both the agent and caller are using G.729, transcoding is not required. .

Step 8

(Optional) Configure the SIP Trunking:

# Configure the resources to be monitored
voice class resource-group 1
resource cpu 1-min-avg threshold high 80 low 60
resource ds0
resource dsp
resource mem total-mem
periodic-report interval 30

# Configure one rai target for each CVP Server
sip-ua
rai target ipv4:###.###.###.### resource-group1 # CVP1A
rai target ipv4:###.###.###.### resource-group1 # CVP2A
rai target ipv4:###.###.###.### resource-group1 # CVP1B
rai target ipv4:###.###.###.### resource-group1 # CVP2B
permit hostname dns:%Requires manual replacement - ServerGroup Name defined in CVP.System.SIP Server Groups%
Step 9

Configure Incoming PSTN Sip Trunk Dial Peer

dial-peer voice 70000 voip
 description Incoming Call From PSTN SIP Trunk
 incoming called-number xxxx…… # Customer specific incoming called-number pattern
 voice-class sip rel1xx disable
 dtmf-relay rtp-nte h245-signal h245-alphanumeric
 codec g711ulaw
 no vad
Step 10

Configure ASR TTS:

#Configure primary server 
ip host asr-en-us <ASR server ip>
ip host tts-en-us <TTS server hostname>

voice class uri TTS sip
pattern tts@<TTS server ip>

voice class uri ASR sip
pattern asr@<ASR server hostname>

ivr asr-server sip:asr@<ASR server hostname*>
ivr tts-server sip:tts@<TTS server hostname*>

dial-peer voice 5 voip
description FOR ASR calls
preference1
session protocol sipv2
voice-class sip options-keepalive up-interval 12 down-interval 65 retry
2
session target ipv4:<ASR server IP>
destination uri ASR
dtmf-relay rtp-nte
codec g711ulaw
no vad

dial-peer voice 6 voip
description FOR TTS calls
preference1
session protocol sipv2
voice-class sip options-keepalive up-interval 12 down-interval 65 retry
2
session target ipv4:<TTS server IP>
destination uri TTS
dtmf-relay rtp-nte
codec g711ulaw
no vad

#Configure backup server
dial-peer voice 7 voip
destination uri ASR
session target ipv4:<ASR backup server IP>
session protocol sipv2
voice-class sip options-keepalive up-interval 12 down-interval 65 retry
2dtmf-relay rtp-nte
codec g711ulaw
preference 2
no vad

dial-peer voice 8 voip
destination uri TTS
session target ipv4:<TTS backup server IP>
session protocol sipv2
voice-class sip options-keepalive up-interval 12 down-interval 65 retry
2dtmf-relay rtp-nte
codec g711ulaw
preference 2
no vad
Step 11

Configure SNMP

snmp-server community <string name> ro
Step 12

Configure Back-office

Note 

Example here is for Internal number that is dialed is 82009999 and converting the Internal number to the PSTN number : 2142009999

Example:

voice translation-rule 2
rule 1 /^8200/ /214200

voice translation-profile Xform
translate called 2
Note 
Ensure that you configure dial-peers for each CVP server

dial-peer voice 2 voip
description out dial-peer CC pilot dial-peer
translation-profile outgoing Xform
destination-pattern 8200T
session protocol sipv2
session target ipv4:<IP address of CVP Server>
session transport tcp
voice-class codec 1
dtmf-relay rtp-nte

Configure Cisco Unified Communications Manager

Set Up Device Pool

Complete the following procedure to configure a device pool.

Procedure

Step 1

Choose System > device pool.

Step 2

Click Add new.

Step 3

Provide an appropriate device pool name in Device Pool Name.

Step 4

Select a corresponding Call manager group in Cisco Unified Communications Manager group.

Step 5

Select appropriate Date/Time Group and Region.

Step 6

Select an appropriate Media resource group list in Media Resource Group List.

Step 7

Click Save.


Set Up Unified Communications Manager Groups

Complete the following procedure to add a Unified Communications Manager to the Unified Communications Manager Group.

Before you configure a Unified Communications Manager Group, you must configure the Unified Communications Managers that you want to assign as members to that group.

Procedure

Step 1

Login to the Cisco Unified Communication Manager Administration page, choose System > Server.

Step 2

Make sure that you configure both the Publisher and Subscriber.

  1. Click Add New.

  2. Select appropriate Server Type Eg: CUCM Voice/Video Select Next.

  3. Enter the Host Name/IP Address.

  4. Click Save.

Step 3

Choose System > Cisco Unified CM.

Step 4

Click Find.

Step 5

Make sure that you configured both the Publisher and Subscriber.

Step 6

Choose System > Cisco Unified CM Group.

Step 7

Add both Cisco Unified Communications Managers to the Default Unified Communications Manager Group. Select Default and from the Available Cisco unified communication managers select both Publisher and Subscriber to Selected Cisco Unified Communications Managers

Step 8

Click Save.


Set Up CTI Route Point

Complete the following procedure to add a computer telephony integration (CTI) route point for agents to use for transfer and conference.

Procedure

Step 1

Choose Device > CTI Route Point.

Step 2

Click Add New.

Step 3

Use the wildcard string XXXXX to represent the digits of the dialed number configured on Unified CCE.

Note 

For example, the preconfigured dialed number in the Unified CCE for an agent phone is 10112.

Step 4

Select the appropriate device pool.

Step 5

Click Save.


Set Up Trunk

Complete the following procedure to configure a trunk for the Unified CVP Servers.

Procedure

Step 1

Choose Device > Trunk.

Step 2

Click Add New.

Step 3

From the Trunk Type drop-down list, choose SIP Trunk, and then click Next.

Step 4

In the Device Name field, enter a name for the SIP trunk.

Step 5

In the Description field, enter a description for the SIP trunk.

  1. Enter the SIP Trunk name in the Device Name field.

  2. Select the appropriate Device Pool.

Step 6

Click Next.

Step 7

In the Trunk Configuration window, enter the appropriate settings:

  1. Uncheck the Media Termination Point Required check box.

  2. Enter the Destination Address.

  3. Select the appropriate SIP Trunk Security Profile

  4. From the SIP Profile drop-down list, choose Standard SIP Profile.

  5. From the DTMF Signaling Method drop-down list, choose RFC 2833.

Step 8

Click Save.


Set Up Application User

Procedure

Step 1

Choose User Management > Application User.

Step 2

In the Application User Configuration window, click Add New.

Step 3

Enter the User ID that you entered in Set Up Enterprise Parameters. Unified CCE defines the user ID as pguser.

Step 4

Enter a cisco in the Password field of your choice.

Note 

If you change this user ID or password in Unified CCE, you must also change the Unified Communications Manager application user configuration.

Note 

To change the JTAPI password on the CUCM configuration page:

  1. Open the peripheral Gateway Setup in PG Machine.

  2. Edit the CUCM PG.

  3. Set the same password for the user as previously set in Step 4.

Step 5

Add the application user to the Standard CTI Enabled Group and Role:

  1. Click Add to Access Control Group.

  2. Select the Standard CTI Enabled group.

  3. Select the Standard CTI Allow Control of Phones supporting Connected Xfer and conf group.

  4. Select the Standard CTI Allow Control of Phones supporting Rollover Mode group.

  5. Click Add Selected.

  6. Click Save.

Step 6

Associate the CTI route points and the phones with the application user.

Step 7

Click Save.


Set Up SIP Options