Getting started
Feature index by menu
Find the relevant chapter for each product menu.
Menus and related chapters
Here you will find the appropriate instructions for each product menu. Which menus you see depends on your role, the license, the selected connection and the installed version.
| Product menu | Chapter |
|---|---|
| Header → Workspace menu | Orientation and setup order |
| VM console → Administration → Manage K3s → Initialize K3s | Commissioning the appliance |
| Manager → Übersicht → EasyUC card → Install or Module | Installing EasyUC and selecting modules |
| Manager → EasyUC-Update | Applying an EasyUC update |
| Manager → EasyUC-Update → Versionen → Auf <version> zurücksetzen | Rolling EasyUC back to the previous version |
| Manager → user menu → Operator-Update; Manager → System-Updates | Updating the EasyUC Manager |
| Manager → System-Updates | Applying operating system patches and restarting nodes |
| Manager → Übersicht → EasyUC card → Datenbank-Backup (nur DB) | Creating and restoring a database backup |
| Manager → Sicherung → Backup-Schluessel / Vollsicherung | Full backup and backup keys |
| Manager → Sicherung → Remote-Ziel / Zeitplan / Verlauf | Transferring backups to an external server on a schedule |
| Manager → Sicherung → Wiederherstellung aus einer Vollsicherung → Restore-Assistent | Restoring a full backup on the same installation |
| Manager → Sicherung → Wiederherstellung aus einer Vollsicherung → Disaster Recovery | Disaster recovery: building a new appliance from a full backup |
| Manager → Werksreset | Performing a factory reset |
| Manager → Migration 3.x | Migrating from EasyUC 3.x |
| Manager → Übersicht → Knoten card | Adding, naming and removing nodes |
| Manager → SSL-Zertifikate | Setting up the web certificate |
| EasyUC Cisco → Devices → Phones → Create | Creating a Cisco phone |
| EasyUC Cisco → Users → Users → Create | Creating and editing CUCM users |
| EasyUC Cisco → Dashboard → Quick Tasks | Copying, replacing, moving and deleting users |
| EasyUC Cisco → Devices → Phones → Actions | Editing, controlling and replacing phones |
| EasyUC Cisco → Devices → Shared Phones / Video Devices; Users → User profile | Shared phones, video, softphones and device profiles |
| EasyUC Cisco → Devices → Analog | Analog gateways and ports |
| EasyUC Cisco → Numberplan | Cisco numberplan and free numbers |
| EasyUC Cisco → Groups | Groups at a glance: pickup, hunt groups, music on hold |
| EasyUC Cisco → Groups → MOH Sources | Music on hold and MoH sources |
| EasyUC Cisco → Route Patterns / Translation Patterns | Route patterns and translation patterns |
| EasyUC Cisco → Voicemails / Users → user profile → Voicemail | Voicemail: creating and managing mailboxes |
| EasyUC Cisco → CURRI | CURRI overview: name display and call control |
| EasyUC Cisco → Wizard | User wizard and CSV import |
| EasyUC Cisco → Groups → Hunt Groups → Create | Create a hunt group |
| EasyUC Cisco → Devices → Restore Phones | Restoring phones |
| EasyUC Cisco → Gateways → Analog GWs / CUBEs | Administering CUBE and analog gateways |
| EasyUC Cisco → Requests | Accepting or rejecting device requests |
| EasyUC Cisco → Users → Users | User overview in card view |
| EasyUC Cisco → Users → Users → user card | The user profile |
| EasyUC Cisco → Users → Users → User profile → Phones & Phone numbers | Controlled phones and profiles of a user |
| EasyUC Cisco → Users → Users → User profile → Phones & Phone numbers → Enduser Associated Lines | Manage phone numbers in the user profile |
| EasyUC Cisco → Users → Users → User profile → Phones & Phone numbers → Phone Buttons Support | Key layout: lines, speed dial and BLF |
| EasyUC Cisco → Users → Users → User profile → User details → Busy Trigger | Busy trigger per line |
| EasyUC Cisco → Users → Users → User profile → Phones & Phone numbers → Call forwarding | Call forwarding in the user profile |
| EasyUC Cisco → Users → Users → User profile → Voicemail | Voicemail in the user profile |
| EasyUC Cisco → Users → Users → User profile → Single Number Reach → Create → Remote Destination | Single Number Reach and Remote Destination |
| EasyUC Cisco → Users → Users → User profile → Single Number Reach → Create → Mobile Identity | Mobile Identity for dual-mode devices |
| EasyUC Cisco → Templates → IP Phones & Video → Softphones for the location / Administration → CUCM & Provisioning → Locations → Edit | Softphone policy per location |
| EasyUC Cisco → Templates → Phones → Create NEW Phone Template → Phone types 88xx/98xx on this CUCM | Phone types: device classes and models 88xx/98xx |
| EasyUC Cisco → Devices → Remote Control | Remote control: several phones at once |
| EasyUC Cisco → Devices → Phones → Actions → Registrations | Registration history of a phone |
| EasyUC Cisco → Config Backup | Config Backup: back up the CUCM configuration |
| EasyUC Cisco → Restore Config | Restore Config: restore deleted CUCM objects |
| EasyUC Cisco → Groups → Hunt Groups → Action → Manage Members | Members and line groups of a hunt group |
| EasyUC Cisco → Groups → Hunt Groups → Group sign-in | Group sign-in: self-service per hunt group |
| EasyUC Cisco → Groups → Hunt Groups → Group sign-in → XML service: group sign-in | Group sign-in as an XML service on the phone |
| EasyUC Cisco → Groups → Pickup Groups | Create pickup groups and manage members |
| EasyUC Cisco → CURRI → CURRI Calls | CURRI Calls: block numbers, play an announcement or forward |
| EasyUC Cisco → CURRI → Blacklist | CURRI Blacklist: block callers |
| EasyUC Cisco → CURRI → Curri Logs | Analyse and export CURRI logs |
| EasyUC Cisco → Devices → Door Bells | Door Bells: camera image and door opener on the phone |
| EasyUC Cisco → Contact Center Express → Dashboard → Verbindung | Connecting Contact Center Express |
| EasyUC Cisco → Contact Center Express → Agenten / Skills / Teams | Maintaining CCX agents, skills and teams |
| EasyUC Cisco → Contact Center Express → Applications / Script / Documents / Prompts | CCX applications, scripts, prompts and documents |
| EasyUC Cisco → Users → Users → user profile → CCX Agent | Setting up a CUCM user as a CCX agent |
| EasyUC Cisco → Unity Connection → Dashboard → Verbindung einrichten | Connecting Unity Connection |
| EasyUC Cisco → Unity Connection → Benutzer | Unity users, greetings and mailbox |
| EasyUC Cisco → Unity Connection → System Call Handler | Showing system call handlers as a flow |
| Presence Sync → Presence profiles → Add presence profile | Setting up a presence profile |
| Presence Sync → Presence profiles → profile → Configuration / Presence Live | Activating and observing presence synchronisation |
| Presence Sync → Presence profiles → profile → Cisco Webex | Presence with Cisco Webex |
| Presence Sync → Presence profiles | Presence Sync: how it works and architecture |
| Manager → Module → Presence Sync; Presence Sync → Presence profiles | Presence Sync from start to finish |
| Presence Sync → Presence profiles → profile → Presence Live | Presence Sync: error patterns and remedies |
| EasyUC Cisco → Dashboard → CUCM Information → Expressway | Monitoring Expressway-C and Expressway-E |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Services | Restarting a CUCM service |
| Administration → CUCM & Provisioning → CUCM Connections → Actions → End-user site | Provide the enduser portal |
| Enduser portal → Sign In → Dashboard | Sign in to the enduser portal and read the dashboard |
| Enduser portal → Call Forward Settings | Set up call forwarding in the enduser portal |
| Enduser portal → Devices → Line keys | View your phones and assign line keys |
| Enduser portal → Dashboard → Busy control | Set the busy behaviour (busy trigger) |
| Enduser portal → Voicemails | Voicemail in the portal: messages and greetings |
| Enduser portal → Fax Inbox | Receive, read and send faxes in the portal |
| Enduser portal → Global Directory / Personal Directory | Use the global and personal phonebook |
| Enduser portal → Block Numbers | Block callers in the portal |
| Enduser portal → Devices → Remote Devices | Let a mobile phone ring as well (Remote Destination) |
| Enduser portal → Dashboard → Call List | Your own call list on the dashboard |
| Enduser portal → Dashboard → Group sign-in | Sign in to and out of hunt groups |
| Enduser portal → Header → User menu | Profile picture, language, design and two-factor sign-in |
| Enduser portal → Devices → Requestable Devices / Dashboard → Request | Request devices and group memberships |
| EasyUC Teams → Teams → SBC Setup | Enable the Teams SBC and set the network details |
| EasyUC Teams → Teams → Teams Tenants → Add tenant | Create and manage a Teams tenant |
| EasyUC Teams → Teams → Teams Tenants → tenant → Settings → Certificate for this hostname | SBC certificate per tenant |
| EasyUC Teams → Teams → Teams Tenants → tenant → Settings → Set up the trunk in Teams | Set up the trunk and voice routes in Teams |
| EasyUC Teams → Teams → Teams Tenants → tenant → Number plan | Teams number plan and number assignment |
| EasyUC Teams → Teams → Teams Tenants → tenant → Users | View Teams users |
| EasyUC Teams → Teams → Teams Tenants → tenant → Show calls / Call history / SIP log / Captures | Teams calls, SIP flow and captures |
| EasyUC Teams → Teams → Teams Tenants → tenant → Settings → Microsoft Graph / Set up the trunk in Teams | Graph access and Teams admin sign-in |
| EasyUC Teams → Teams → Teams Tenants → tenant → Phones | Physical Teams phones |
| EasyUC Teams → Teams → Teams Tenants → tenant → Recordings / Settings | Call recording and retention in the Teams tenant |
| Preparation outside EasyUC; values under EasyUC Teams → Teams → SBC Setup | DNS, public IP and firewall for the SBC |
| Calling Features → Create IVR (without the ACD module: EasyUC Teams → Teams → IVR Scripts) → Reachable via MS Teams | Make a script reachable via Microsoft Teams |
| Script form → Reachable via MS Teams → Call entry → Operator Connect through Teams forwarding | Operator Connect through Teams forwarding |
| EasyUC Teams → Teams → Teams Tenants → tenant → Presence sync / Presence Live | Set up presence sync in the Teams tenant |
| Teams admin center → Teams apps → Manage apps; sign-in at https://EASYUC-HOSTNAME/admin/attendant?host=teams | Provide the attendant console as a Teams app |
| EasyUC Teams → Teams → SBC Setup, then Teams Tenants | Teams Direct Routing from start to finish |
| Calling Features → Calls → Calling Features → Create IVR | Create a script with a number |
| Calling Features → Calls → Calling Features → Call Flow | Call flow: all blocks |
| Calling Features → Calls → Calling Features → Voice settings / Call Flow | Announcements and voices |
| Calling Features → Calls → Call Control Groups | Call Control Groups and CTI ports |
| Calling Features → Calls → Agents | Agents, skills and teams |
| Calling Features → Calls → Phonebook | Phonebooks for agents and the attendant console |
| Calling Features → Calls → Attendant Console | Set up the attendant console: overview and wizard |
| Calling Features → Calls → Attendant Console → Open → Attendants & devices | Assign attendants and devices |
| Calling Features → Calls → Attendant Console → Open → Numbers & queues / Texts & overflow | Queues, announcements and overflow |
| Calling Features → Calls → Attendant Console → Open → Contacts & lamp field | Contacts and busy lamp field |
| Calling Features → Calls → Attendant Console → Open → Times / Switch mode | Opening hours and operating modes |
| Calling Features → Calls → Attendant Console → Open → Behaviour | Delivery, safe transfer, recall and auto-pause |
| https://<server>/admin/attendant | Working at the attendant console |
| https://<server>/admin/agent | Working at the agent workplace |
| Calling Features → Calls → Calling Features → Edit / Attendant Console → Open → Recordings | Call recordings |
| Calling Features → Calls → Outbound Calls | Outbound calls: fax test |
| Calling Features → Calls → Fax | Fax boxes, templates and transmission reports |
| Calling Features → Calls → Call Reports | Call reports |
| Calling Features → Calls | ACD from start to finish |
| Calling Features → Calls → Attendant Console | Attendant console from start to finish |
| Calling Features → Calls → Calling Features → Edit → Reachable via MS Teams | Make scripts reachable through Microsoft Teams |
| Calling Features → Calls → Active Calls | Active calls and live monitoring |
| Calling Features → Calls → Attendant Console → Open → Checklist | Checklist and device check of the console |
| Microsoft Teams → App bar → EasyUC Attendant | Attendant console in Microsoft Teams |
| EasyUC Cisco → Users → User profile → User details → Fax user | Fax for users |
| EasyUC Cisco → Logs → Call Diagnostics | Call diagnostics: the SIP flow of a single call |
| EasyUC Cisco → Logs → Call Analysis | Call analysis: pull all calls of a period |
| EasyUC Cisco → Logs → Call Analysis → run → call | Call analysis: read the call list, details and call flow |
| EasyUC Cisco → Logs → Call Diagnostics → diagnosis → Call flow | Read the SIP ladder diagram |
| EasyUC Cisco → Logs → Call Analysis → run → call → Overview → Causes | Understand cause codes: Q.850 and SIP |
| EasyUC Cisco → Reporting → Nutzung & Erreichbarkeit → Calls; Logs → Call Diagnostics / Call Analysis | Narrow down a call problem: procedure step by step |
| EasyUC Cisco → Live Calls (in the ACD area: Calls → Active Calls) | Live Calls: watch calls in progress in the cluster |
| EasyUC Cisco → Logs → CUCM Collected Logs | CUCM Collected Logs: fetch the trace files of a service |
| Administration → System & Operations → Port Monitor | Port Monitor: open ports, connections and web sessions |
| EasyUC Cisco → Logs → EasyUC Logs | Audit log: who changed what and when |
| Administration → CUCM & Provisioning → CUCM Connections → Actions → CUCM change log | CUCM change log: record direct changes on the CUCM |
| Administration → System & Operations → Storage | Storage: check disk utilisation |
| EasyUC Cisco → Dashboard → CUCM node card → Details (SSH) | CUCM node details via SSH and SSH credentials |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections | Setting up a CUCM connection |
| EasyUC Cisco → Templates → Phones / Users / … | Templates in the proven template model |
| EasyUC Cisco → Administration → CUCM & Provisioning → Packages | Packages and location assignment |
| EasyUC Cisco → Administration → CUCM & Provisioning → Locations → Create | Locations, number ranges and permissions |
| EasyUC Cisco → Administration → Access & Appearance → Administrators & Roles | EasyUC users, access types and location access |
| EasyUC Cisco → Administration → System & Operations → System Configuration → SMTP Configuration | SMTP and e-mail delivery |
| EasyUC Cisco → Administration → System & Operations → System Configuration → Enduser Password/PIN Settings | End-user password and PIN defaults |
| EasyUC Cisco → Administration → System & Operations → System Configuration → Device Creation Settings | Number range check on device creation |
| EasyUC Cisco → Administration → System & Operations → System Configuration → 2FA | Two-factor sign-in by e-mail code |
| EasyUC Cisco → Administration → Integrations & Communication → External Sources → Create | External sources: LDAP and databases |
| EasyUC Cisco → Administration → Integrations & Communication → Phonebooks → Manage Phonebooks | Phonebooks and visibility |
| EasyUC Cisco → Administration → Integrations & Communication → Phonebooks → Phonebook Sources | Phonebook sources and synchronisation |
| EasyUC Cisco → Administration → CUCM & Provisioning → Automatic Provisioning → Create | Automatic user provisioning |
| EasyUC Cisco → Administration → CUCM & Provisioning → Enduser Setup → Config Clusters → Config Cluster | Enduser Setup and companies |
| EasyUC Cisco → Administration → CUCM & Provisioning → Hunt Group Login | Ensure hunt group login on a schedule |
| EasyUC Cisco → Administration → Integrations & Communication → API Access / API Documentation | API access and API documentation |
| EasyUC Cisco → Administration → Integrations & Communication → E-mail Notification | E-mail notifications and templates |
| EasyUC Cisco → Administration → Integrations & Communication → Webhooks | Webhooks and delivery log |
| EasyUC Cisco → Administration → System & Operations → License | Requesting, verifying and installing a license |
| Administration → System & Operations → Background Jobs | Background jobs and job insight |
| EasyUC Cisco → Administration → Integrations & Communication → Phonebooks → CURRI Settings | CURRI search order and display formats |
| EasyUC Cisco → Templates → Phones → Template Copy Center | Transfer templates to other locations |
| EasyUC Cisco → Templates → Settings | Template 2.0: choose and activate the template model |
| EasyUC Cisco → Templates → IP Phones & Video | Template 2.0: IP phones, lines, phone buttons and Jabber |
| EasyUC Cisco → Templates → Users / Device Profiles / Analog Ports / … | Template 2.0: users, profiles, groups and patterns per location |
| EasyUC Cisco → Administration → CUCM & Provisioning → Enduser Setup → Config Clusters → Live Log / Sync to external tool | Enduser Setup: live log and sync to the external tool |
| EasyUC Cisco → Administration → Access & Appearance → Administrators & Roles → Manage permission templates | Permission templates and helpdesk accounts |
| EasyUC Cisco → Administration → Access & Appearance → Branding | Branding: custom logo and design |
| Header → flag icon | Setting the interface language |
| Cross-cutting: Administration, Dashboard and Logs | Security features at a glance |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Device naming | Naming rules for devices |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Line naming | Naming rules for lines |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Phone security | Phone security (CAPF) |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Directory URI | Directory URI for lines |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Phone control | Phone control (Control Me) |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CUCM end-user changes | CUCM changes: updating names after user changes |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → +E.164 alternate number | +E.164 alternate number for lines |
| Administration → CUCM & Provisioning → CUCM Connections → Actions → Call tracing; Devices → Trace Calls | Trace calls and door bells |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Automatic end-user deletion | Automatically deleting end users |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CURRI settings | CURRI settings per CUCM connection |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CDR | CDR intake, retention and export |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Photo server | Photo Server |
| Administration → CUCM & Provisioning → CUCM Connections → Actions → End-user site | Enduser site and self-service |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → MoH servers | Selecting MoH nodes |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Contact search | Contact search from an external source |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Number plan: LDAP link | Number Plan LDAP Link |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Microsoft Teams | Legacy Teams integration on the CUCM |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Voicemail notification (SMTP) | Voicemail Device Notification SMTP |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Voicemail notification (HTML) | Voicemail Device Notification HTML |
| Administration → CUCM & Provisioning → CUCM Connections → Actions → Device registration | Registration history |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Widget loading | Widget Load Settings |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Public phonebook | Publicly Accessible Phonebook |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Number plan: excluded patterns | Numberplan Exclude Patterns |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Route pattern | Enabling route patterns in EasyUC |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Translation pattern | Enabling translation patterns in EasyUC |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → Prefilled phone number | Prefilled phone number |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → box above the list | Shared user base across several clusters |
| EasyUC Cisco → Dashboard → “CUCM Information” tile → node card → Accept new certificate | Reviewing and accepting a CUCM certificate |
| EasyUC Cisco → Dashboard → “CUCM Information” tile → node card → Details (SSH) → SSH credentials | SSH credentials of the CUCM nodes |
| EasyUC Cisco → Dashboard → “CUCM Information” tile → node card → Address… | Entering node addresses manually |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CUCM backup | Setting up the CUCM backup |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CUCM change log | Setting up the CUCM change log on the connection |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → “Call forwarding on IP phones” box | Providing call forwarding on the IP phone |
| EasyUC Cisco → Reporting → Nutzung & Erreichbarkeit | Call reports: calls, hunt groups and users |
| EasyUC Cisco → Reporting → Bestand & Systemzustand → Cluster-Gesamtbericht | Create, compare and export the cluster report |
| EasyUC Cisco → Administration → CUCM & Provisioning → CUCM Connections → Actions → CDR | Set up CDR import via SFTP |
| EasyUC Cisco → Reporting → Automatisierung & Änderungen → Schedule | Report schedules: call reports by email |
| EasyUC Cisco → Reporting → Itemized Bill | Create an itemized bill |
| EasyUC Cisco → Reporting → Itemized Bill → Layouts | Layouts for the itemized bill |
| EasyUC Cisco → Reporting → Bestand & Systemzustand → Cluster-Gesamtbericht → Include changes | Change history in the full cluster report |
| EasyUC Cisco → Reporting → Bestand & Systemzustand → Device Registrations | Evaluate device registrations |
| EasyUC Cisco → Reporting → Bestand & Systemzustand → Soft Phones Reports | Soft Phones Reports |
| EasyUC Cisco → Reporting → Automatisierung & Änderungen → Auto Delete Tasks | Auto Delete Endusers Tasks |