EasyUC
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4.8.7

Getting started

Orientation and setup order

Interfaces, workspaces and the order from the appliance to the first provisioning.

EasyUC · Version 4.8.7

In EasyUC: Header → Workspace menu

What it is for

EasyUC consists of several interfaces. In the EasyUC Manager (/manager) you operate the appliance: installation, modules, updates, backup, nodes and certificate. In the administration (/admin) you set up telephony. In addition there are the end-user portal (/enduser) and the agent workplace (/agent).

The administration is divided into workspaces. Which ones you see depends on the installed modules. This chapter shows where to find what and in which order to set up a new installation.

Prerequisites

  • A commissioned appliance with the EasyUC application installed, see the group "Installation, updates & backup".
  • An EasyUC account with the functions enabled for the task. Initial setup is done with the owner account.
  • A licence that covers the installed modules.

Step by step

  1. Log in to the administration of your appliance (https://<your-appliance>/admin).
  2. Move the mouse pointer to the top edge of the screen. The Workspace menu bar appears with the installed workspaces: EasyUC Cisco, Calling Features, Presence Sync and EasyUC Teams. If only one module is installed, there is no bar.
  3. Select the workspace. For Cisco, also select in the header the CUCM connection you work in.
  4. Set up the connection to CUCM under Administration → CUCM & Provisioning → CUCM Connections.
  5. Check the licence under Administration → System & Operations → License.
  6. Create the Packages and Locations under Administration → CUCM & Provisioning.
  7. Create the required templates and assign them to location and package.
  8. At the location, define number ranges, default package, language and time zone.
  9. Under Administration → Access & Appearance → Administrators & Roles, set up the EasyUC users with suitable connection and location access. Only then start creating devices.

Fields and options

Field / actionMeaning and use
EasyUC CiscoUsers, devices, numbers, groups, templates, reports and CUCM administration. CUCM module.
Calling FeaturesScripts, call distribution, agents, attendant consoles, phone books and reports. ACD module. In older versions the area was called "ACD AI".
Presence SyncSynchronisation of the call state between Teams and Cisco. Appears when the presence service is operated.
EasyUC TeamsSBC setup and administration of the Microsoft Teams tenants. Teams module.
AdministrationShared administration functions in the Cisco workspace, grouped into System & Operations, CUCM & Provisioning, Integrations & Communication and Access & Appearance.
SystemIn the workspaces without CUCM, the general system items (licence, users, SMTP, branding) are under System.
EasyUC ManagerSeparate interface at /manager with its own login. Menu: Übersicht, SSL-Zertifikate, Sicherung, SNMP, System-Updates, EasyUC-Update, Migration 3.x, Werksreset.

Check the result and troubleshoot

  • A missing workspace means that the module is not installed. You change modules in the Manager on the EasyUC card with Module.
  • A missing menu item can be due to role, licence, selected workspace or connection settings.
  • A visible menu item does not automatically mean that the user may also change or delete there.
  • If the login leads to the steps CUCM Connections and License instead of the start page, the initial setup has not been completed yet.

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