Installing EasyUC and selecting modules

What it is for

After the appliance has been initialised, only the EasyUC Manager is running. You install the application itself in the Manager: you select the modules and upload the installation YAML. The Manager then sets up the database (MariaDB), Elasticsearch and RabbitMQ, runs the initialisation and starts the services of the selected modules.

The modules determine which services run in the cluster and which workspaces the admin interface shows. You can change the selection later with Module.

After the installation you log in to the admin interface. The first time, EasyUC takes you through two steps: creating the CUCM connection and installing the licence.

Prerequisites

• An initialised appliance and a login to the Manager.
• The installation YAML of your release from the customer portal.
• A licence that covers the selected modules. A freshly installed appliance starts with a time-limited demo licence.
• For the initial setup of the admin interface: the owner account. You set its password on the console under Manage K3s → Set EasyUC owner password.
• With the CUCM module: address and AXL access of the CUCM publisher.

Step by step: install EasyUC

1. Open the Übersicht page in the Manager.
2. On the EasyUC card, select Install.
3. In "Schritt 1 von 2: Module", select the required combination, for example CUCM + ACD.
4. Select Weiter.
5. In "Schritt 2 von 2: Konfiguration", drag the installation YAML onto the area YAML-Datei hierher ziehen or click to select it.
6. Select Install.
7. Watch the progress on the card: under Infrastructure, MariaDB, ElasticSearch, RabbitMQ and Initialized turn green one after the other; below, under Applications, the services per module.

Step by step: change modules later

1. On the EasyUC card, select Module or click a module in the module bar.
2. Select the new combination. With Presence Sync betreiben you add the presence service independently of it.
3. Read the Vorschau: "Wird installiert", "Wird übernommen" and "Wird entfernt" name the affected components.
4. If a module is dropped, tick the confirmation "Verstanden: …, die Daten bleiben erhalten."
5. Select Speichern. The card shows "Module werden angewendet" until the change has been applied.

Step by step: initial setup in the admin interface

1. Open https://<your-appliance>/admin and log in with the owner account.
2. With the CUCM module, setup starts with the step CUCM Connections. Select Create and create the connection to CUCM (see the chapter on setting up the CUCM connection).
3. Select Next Step.
4. In the License step, select Get License Request and send the file to EasyUC.
5. Select the licence file you received in the field under Install License and select Verify License.
6. Check the License Information and select Install License.
7. Select Next Step. With the CUCM module the provisioning wizard follows; without CUCM the start page opens.

Fields and options

Check the result and troubleshoot

• The EasyUC card shows the status Ready, and under Components all components are ready.
• The admin interface is reachable at /admin, the end-user portal at /enduser, the agent workplace at /agent.
• "Installation fehlgeschlagen" with an error text in the dialog: the YAML file does not match the release or is incomplete. Download the file again from the customer portal.
• "Module nicht gespeichert": the error text names the cause, for example an invalid combination. CUCM must be active, or Teams and ACD together.
• A module shows "nicht installiert" and Aktivieren: the module is not part of the current selection.
• The licence is installed in the admin interface, not in the Manager. Later you find it under Administration → System & Operations → License.