Dialogue Cloud

New method for OneUCC Site Install using PnP.PowerShell.

Introduction

This is the preferred method for creating sites for new UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location.'s or when an update from an older version of the Ucc.creator template is required.

The below instruction is a procedure to create and build UCC SharePoint sites with no interaction to the SharePoint-admin portal, minimal access to the Microsoft Entra ID Formerly known as Azure Active Directory (or Azure AD, or AAD) App portal and most interactions via PnP.Powershell.

Prerequisites

Note: Installation files can be obtained from Anywhere365 or an authorized Partner.

1. Generate Certificate

Time to execute: approx. 10 min.

Follow Microsoft's instructions on generating a private certificate (no cost involved, just PowerShell) for your Entra ID App-only access, Learn More - Microsoft
In summary:

  1. Copy and Run the Microsoft provided PowerShell script to generate your private X.509 certificate. When asked for:

    • CommonName (we suggest "Anywhere365AppOnly")

    • StartDate (we suggest your current date)

    • EndDate (we suggest you adhere to your IT policy for certificate renewal dates)

    • Password (we suggest you adhere to your IT policy for password formats)

    Output should be similar to (but could be different if you run the script with parameters for these values)

2. Add a Microsoft Entra App Registration for "Sites.Selected" only

Time to execute: approx. 5 min.

Add a new App Registration to your Microsoft Entra admin center, visit - https://entra.microsoft.com/

  • Goto Applications -> App registrations -> + New registration

  • When a name is asked for your App registration we suggest something like "Anywhere365 Ucc Site Creator AppOnly".

  • Goto API permissions -> SharePoint -> Application permissions -> Sites.Selected -> Add permissions

  • click Grant admin consent for <tenant-name>

  • Goto Certificates & secrets -> Certificates -> Upload certificates -> select your local .cer certificate file -> enter Description -> Add

  • Goto Overview to verify and collect your ID's to use in the PnP.PowerShell scripts and commands

  • Remember to copy and safeguard the Application (client) ID

  • Remember to copy and safeguard the Password you entered during certificate creation (.pfx and .cer file).

  • Remember to copy and safeguard the certificate .pfx and .cer file.

  • You should know your Microsoft 365 Directory (tenant) ID

3. Create and Prepare Site using PnP.Powershell

Time to execute: approx. 10 min.

 Tip: You may need to wait a couple of minutes in between each PowerShell command below to allow the change to be permeated in your Microsoft 365 tenant.

  • Step 1: Start PowerShell 7

  • Step 2: Connect to your SharePoint Online tenant

    Copy
    PnP.PowerShell
    Connect-PnPOnline -Url https://<tenant-name>.sharepoint.com/ -Interactive

    Example:

  • Step 3: Create a SharePoint site (formerly known as site collection) for a UCC

    Copy
    PnP.PowerShell
    New-PnPSite -Type TeamSiteWithoutMicrosoft365Group -Title <ucc-name> -Url https://<tenant-name>.sharepoint.com/sites/<ucc-name>

    Example:

    Note: In this example a site of type "TeamSiteWithoutMicrosoft365Group" is selected. Other types are possible like "CommunicationSite" or a regular "TeamSite" but they may create additional resources not typically used for a UCC site, like an email address or a Team Group.
    - Learn More - PnP.Github

  • Step 4: Enable custom scripting on the created UCC site

    Copy
    PnP.PowerShell
    Set-PnPSite -Identity https://<tenant-name>.sharepoint.com/sites/<ucc-name> -NoScriptSite $false

    Example:

  • Step 5: Grant "write" permissions to the site for the App Registration created. (This is needed prior to elevate the permission to FullControl)
    The output of this command will provide an ID string needed in the next step.

    Copy
    PnP.PowerShell
    Grant-PnPAzureADAppSitePermission -AppId <Guid> -DisplayName "<String>" -Permissions Write -Site https://<tenant-name>.sharepoint.com/sites/<ucc-name>

    Example:

  • Step 6: Elevate permission of the App-only App for the UCC site to "FullControl".

    Copy
    PnP.PowerShell
    Set-PnPAzureADAppSitePermission -PermissionId <LongString> -Permissions FullControl -Site https://<tenant-name>.sharepoint.com/sites/<ucc-name>

    Example:

4. Run Ucc.Creator template scripts

Time to execute: approx. 20 min.

  • Step 1: Populate the configuration.xml file of the Ucc.Creator package with

    • SiteCollectionUrl
    • CertificateAppId
    • CertificateTenantId
    • CertificatePassword (if encrypted="true", please encrypt with the encryptpassword.ps1 script in the Ucc.Creator package)
    • CertificatePath (the local path to where the .pfx file is stored)

    Example:

  • Step 2: Run Ucc.SiteCollection.Creator.ps1 script in PowerShell

    Example:

  • Step 3: Add UCC Name -> DisplayName -> Language to UCC creator list in the Ucc site (optional for now is Timezone, CDR Database Connectionstring and LineURI)

    • Navigate to the created site https://<tenant-name>.sharepoint.com/sites/<ucc-name>/SitePages/default.aspx

  • Step 4: Run Ucc.Creator.ps1 script in Powershell

    Example:

  • The UCC site is now created and populated with all required ucc.creator template assets and is ready for further configuration.

Next Steps

  1. Repeat the steps in heading 3 and 4 for every UCC you want to create or request.

  2. Enable the Anywhere365 (regional) Enterprise Application App-Only with certificate for access to all your UCC sites, see: SharePoint Online Authentication for Anywhere 365 Dialogue Cloud Microsoft Entra ID App-Only

  3. to set the permission on all your UCC Sites using an easy PowerShell script and private App Registration, Granting permission to Multiple Sites - Powershell Script

Update Sites

  • To update a UCC site to a higher version (if and when it becomes available in a bundle), enter the site and certificate details in the configuration.xml file and run Ucc.Update.ps1 script, for every site you need to update.