Anywhere365 SharePoint UCC Site Creator

Time to execute: approx. 10 min.

1. Supported SharePoint environments

UCC Creator for Anywhere365 Dialogue Cloud can be installed on the following environments:

• SharePoint Online

2. Global SharePoint Online Prerequisites

• Custom scripts should be allowed on created Site Collections

  • For more information about allowing custom scripts please visit:
    https://learn.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script

• Custom App Authentication should be enabled

  • A global SharePoint administrator can enable this by running the following PowerShell commands (needs the latest SharePoint Online Management Shell for PowerShell):
    https://learn.microsoft.com/en-us/powershell/sharepoint/sharepoint-online/connect-sharepoint-online

  For example:

  • Install SPO Management Shell from within Powershell (version 5.0 and higher)

  Copy

  PowerShell

  Install-Module -Name Microsoft.Online.SharePoint.PowerShell

  • Connect to your SPO Service

  Copy

  PowerShell

  Connect-SPOService

  • When prompted connect to the Url of your SharePoint Admin site (Like https://<your-company>-admin.sharepoint.com), and login with your administrator credentials.

  • Enable Custom App Authentication by running the below PowerShell:

  Copy

  PowerShell

  Set-SPOtenant -DisableCustomAppAuthentication $false

  • Resulting output should look similar to:

  

Note: (Optional) Subsite creation can still be enabled in SharePoint Online. But beware, Microsoft is increasing limitations on the use of subsites, and discouraging its use. For more information about still allowing subsite creation please visit: https://learn.microsoft.com/en-us/sharepoint/manage-site-creation#manage-detailed-site-and-subsite-creation-settings-in-the-classic-sharepoint-admin-center

Time to execute: approx. 5 min.

The new model for SharePoint Online without subsites requires each Anywhere365 UCC to be created and managed in its own Site Collection.

Note: Ucc.Creator is developed with Teams site (classic experience) in mind. Please select this type when creating a new Site Collection.

1. Create a new site

• In “SharePoint admin center”

• Navigate to “Active Sites”

• Click “+ Create”

• Click “Other options” (bottom of page)

2. Select a template

• In “Other Options”

• Expand “Choose a template” dropdown

• Select “More Templates” (Next page will open in a new browser tab!)

3. Enter Site Collection details

• Populate “Title” with the name of your UCC

• Populate the “Web Site Address” with the name of your UCC (just small letters, numbers and hyphens)

• Select “Teams Site (classic experience)” as template

• Select the a correct “Timezone” for this site and UCC. (This will be used by the UCC Business Hours for example Learn More)

• Select at least one Administrator account for this Site Collection

• Click “OK”

• The new Site Collection(s) will now be created and visible in the Active sites overview in the “SharePoint admin center”.

• The URL column will display the direct URL of each new Site Collection (for your single UCC).

Time to execute: approx. 5 min.

The legacy model for SharePoint Online with subsites allows each Anywhere365 UCC site to be created and managed in one Site Collection as a subsite per UCC.

Note: UCC.Creator is developed with Teams site (classic experience) in mind. Please select this type when creating a new Site Collection.

1. Create a new site

• In “SharePoint admin center”

• Navigate to “Active Sites”

• Click “+ Create”

• Click “Other options” (bottom of page)

2. Select a template

• In “Other Options”

• Expand “Choose a template” dropdown

• Select “More Templates” (Next page will open in a new browser tab!)

3. Enter Site Collection details

• Populate “Title” with the name of your Anywhere365 Site Collection

• Populate the “Web Site Address” with the name of your Anywhere365 Site Collection (just small letters and hyphens)

• Select “Teams Site (classic experience)” as template

• Select the a correct “Timezone” for this site and Anywhere365 Site Collection. (This will be used by the UCC Business Hours for example Learn More)

• Select at least one Administrator account for this Site Collection

• Click “OK”

• The new Site Collection will now be created and visible in the Active sites overview in the “SharePoint admin center”.

• The URL column will display the direct URL to the Site Collection (for your multiple UCC's).

Time to execute: approx. 5 min.

Note: A separate ClientID and ClientSecret will be created per Site Collection. This could grow into a substantial management task if you need to maintain many Site Collections (each ClientSecret expires over time, for example, and needs to be manually renewed). To overcome this please opt for Option 2: below (AzureAD App-Only Certificate Trust) as that mechanism allows for a single authentication method for creating all Site Collections.

1. Generate your first ClientId and ClientSecret

• In browser, navigate to your UCC Site Collection

• Transform your UCC Site Collection URL to:

<Site Collection URL>/_layouts/15/AppRegNew.aspx

• Click “Generate” to generate a new Client Id

• Click “Generate” to generate a new Client Secret

• Populate “Title” with ,we suggest, the name of your OneUCC or Anywhere365 Site Collection.

• Populate “App Domain” with ,we suggest, the namespace of your corporate domain (can be anything except for the URL of this SharePoint site)

• Populate “Redirect URL” with ,we suggest, the URL of this SharePoint site.

• The final result should look like below:

• Click “Create” to Register this new App in your SharePoint’s app registry (a summary of app details will be given for your convenience and safeguarding on a next page after you click create).

2. Grant permissions to the Anywhere365 App for your Site Collection

• In a browser, transform your UCC Site Collection URL to:

<Site Collection URL>/_layouts/15/AppInv.aspx

• Populate the “App Id” field with the “Client Id” generated in the previous step.

• Click “Lookup” to auto-populate the three consecutive fields entered in the previous step.

• Populate the “Permission Request XML” with the exact xml code below:

<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl"/>
</AppPermissionRequests>

• The final result should look like below:

• Click “Create” to request these specific permissions for this app.

• A new page will appear to confirm and grant permission to this app by clicking the “Trust it” button

• The final result should look like below:

Time to execute: approx. 30 min.

Note: To allow an application access to SharePoint Online, using Azure AD App-Only with a certificate is Microsoft's preferred method. It allows for this single authentication method to allow an application (like Anywhere365 Ucc.Creator) to access all UCC Site Collections in your tenant. This is especially useful when opting for the OneUCC model (i.e. SubSites are disabled in your tenant) where you potentially have to build/maintain/update many separate site Collections.

Warning: The method described on this page allows you to create and configure SharePoint sites with your own App and certificate upfront, as a prerequisite for requesting one or more UCC's.

Separately, it is also possible to grant trust to an Anywhere365 Dialogue Cloud managed App. This App allows Anywhere365 Dialogue Cloud (using an Anywhere365 owned and managed certificate) to access your SharePoint UCC sites once you have created them.
See separate article: SharePoint Online Authentication for Anywhere 365 Dialogue Cloud Azure AD App-Only

Please follow Microsoft's instructions on setting up your Azure AD App-only with certificate, Learn More - Microsoft

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

• Where Application permission are requested please follow the example exactly (i.e. SharePoint, Application permissions, Sites, Sites.FullControl.All)

• Remember to copy and safeguard the ApplicationID

• 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 Microsoft365 TenantID

Time to execute: approx. 15 min.

A new Site Collection will have a several default components without Anywhere365 assets.

1. Adding Anywhere365 base Assets to your Site Collection

Anywhere365 site assets (images and JavaScript files) will be uploaded to the Site Collection and the UCC Creator List will be created.

 Tip: When receiving the installer as a .zip file please check whether the .zip file is “Unblocked” in the file properties BEFORE extracting the installer

1. Extract UCC.Creator.v8.x.x.x.zip

2. Navigate to folder UCC.Creator.v8.x.x.x

3. Edit configuration.xml

   • SiteCollectionUrl = URL of the site collection
     example: https://contoso.sharepoint.com/sites/ucc

   • SPversion = online

      

   • Option 1 : Using AppId and AppSecret (only available for SharePoint Online)

   • AppId = Your Client Id (Only for SharePoint Online)

   • AppSecret = Your Client Secret (Only for SharePoint Online)

     

      

     Option 2 : Using Azure-AD-App and certificate (only available for SharePoint Online)

   • CertificateAppId = The Application ID of your Azure-AD-App with certificate, Learn More - Microsoft

   • CertificateTenantId = The TenantID of your SharePoint Online tenant.

   • CertificatePassword = The password of your certificate,
     If CertificatePassword encrypted ="True", encrypt the password by using the included "encryptpassword.ps1" script. The PowerShell window should be executed on the machine that needs to use the encrypted password (i.e. the one running the Ucc.Creator script).

   • CertificatePath = The path to the location where your certificate (.pfx) file is located on machine running this script.

     

4. Open PowerShell

5. Navigate to folder: UCC.Creator

6. Run "UCC.SiteCollection.Creator.ps1" and wait until the task is completed.

   

After Uploading the Anywhere365 Site Collection Assets, the Site Collection has more artifacts. Most important of which is the Anywhere365 UCC Creator list.

Time to execute: approx. 15 min.

A new Site Collection will have a several default components without Anywhere365 assets.

1. Adding Anywhere365 base assets to your Site Collection

Anywhere365 site assets (images and JavaScript files) will be uploaded to the Site Collection and the UCC Creator List will be created.

 Tip: When receiving the installer as a .zip file please check whether the .zip file is “Unblocked” in the file properties BEFORE extracting the installer package.

1. Extract UCC.Creator.v8.x.x.x.zip

2. Navigate to folder UCC.Creator.v8.x.x.x

3. Edit configuration.xml

   • SiteCollectionUrl = URL of the site collection
     example: https://contoso.sharepoint.com/sites/ucc

   • SPversion = online

      

   • Option 1: Using AppId and AppSecret (only available for SharePoint Online)

   • AppId = Your Client Id (Only for SharePoint Online)

   • AppSecret = Your Client Secret (Only for SharePoint Online)

     

      

     Option 2: Using Azure-AD-App and certificate (only available for SharePoint Online)

   • CertificateAppId = The Application ID of your Azure-AD-App with certificate, Learn More - Microsoft

   • CertificateTenantId = The TenantId of your SharePoint Online tenant.

   • CertificatePassword = The password of your certificate,
     If CertificatePassword encrypted ="True", encrypt the password by using the included "encryptpassword.ps1" script. The PowerShell window should be executed on the machine that needs to use the encrypted password (i.e. the one running the ucc.creator script).

   • CertificatePath = The path to the location where your certificate (.pfx) file is located on machine running this script.

     

4. Open PowerShell

5. Navigate to folder: UCC.Creator.v8.x.x.x

6. Run "UCC.SiteCollection.Creator.ps1 -useSubsites" and wait until the task is completed.

   

After Uploading the Anywhere365 Site Collection Assets, the Site Collection has more artifacts. Most important of which is the Anywhere365 UCC Creator list. (Notice the capability to add subsites)

Time to execute: approx. 20 min.

1. Add UCC details to the UCC Creator List:

1. Go to the Site Collection that you have created

2. Navigate to Site Contents

3. Click on the list Anywhere365 UCC Creator

   

4. Enter values for the form fields and click on Save.

   

5. Open the regular PowerShell command window, run UCC.Creator.ps1. It connects to the Anywhere365 UCC Creator list with the credentials provided in configuration.xml and creates and populates items in the Anywhere365 UCC Site Collection for the UCC you just added to the list.

   

6. As you can see the site is created in the root of the Site Collection. (Note: UCC lists like "Agents" are in the same root/site as the "Anywhere365 UCC Creator" list):

   

7. If you go back to the list you will see that the added item has a URL now.

   The Provision Status is changed to Provisioned.

   

   Click on Site URL to open the UCC that is created.

    Tip: TIP: Share this URL with the intended Anywhere365 UCC Manager(s) of your company.

Time to execute: approx. 20 min.

1. Add UCC details to the UCC Creator List:

1. Go to the site collection that you have created

2. Navigate to Site Contents

3. Click on the list Anywhere365 UCC Creator

   

4. Enter values for the form fields and click on Save. (Notice the existence of a "Parent" field to allow for sub-subsite models)

   

5. Open the regular PowerShell command window, run UCC.Creator.ps1 -useSubsites. It connects to the Anywhere365 UCC Creator site with the credentials provided in configuration.xml and a whole new UCC SharePoint subsite is created from the item you just added to the list.

   

   As you can see the sub site is created:

   

6. If you go back to the list you will see that the added item has a URL now.

   The Provision Status is changed to Provisioned. (Notice a second site request is pending)

   

   Click on Site URL to open the UCC that is created.