Install UCC Creator

Warning The CoreThe Core is the center of Anywhere365. It manages all the Dialogues. is always leading, make sure the Core is up to date!

Supported SharePoint environments

Anywhere365 UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents Each Contact Center has its own settings, interactive voice response questions and Agent with specific skills. Agents can be member of, or sign up to, one or more Contact Centers. Creator can be installed on the following environments:

  • SharePoint Online
  • SharePoint 2016
  • SharePoint 2013 (SP1 with March 2015 CU or higher installed)
  • SharePoint Foundation 2013 (SP1 with March 2015 CU or higher installed)

We recommend keeping your SharePoint On-premises environments up to date with the latest SharePoint Service Packs and Cumulative Updates.

 

Prerequisites

 

Create a Site Collection

Note We assume that you have a Site Collection available for the installation of Anywhere365. If not, create one. To see if you have a site collection all ready follow these steps.

 

Register SharePoint App (only for SharePoint Online)

  1. Go to: (by using a web browser)
    <Site Collection URL>/_layouts/15/AppRegNew.aspx

example: https://contoso.sharepoint.com/sites/ucc/_layouts/15/AppRegNew.aspx

  1. Enter values for the form fields
    1. Client ID (App ID)
      1. Enter 4f327b5c-d62d-40ef-974b-38bcd3f8527c

        Warning The Client ID must be unique per tenant. So if upgrading from a older SP version, click Generate.

    2. Client Secret
      1. Select Generate

        Warning The client secret will expire after a year.

        Tip For the procedure to renew this (or optionally extend this to 3 years), Learn More

    3. Title
      1. Anywhere365 Config Template (Or something else)
    4. App Domain
      1. URL of your corporate website. (any URL is possible [with the exception of the URL of your Sharepoint Site])
    5. Redirect URL
      1. URL of site collection
    6. Click on Create.

Warning Make sure to save your Client ID and Client Secret!

  1. Provide App permissions
    1. Go to (by using a web browser)
      <Site Collection URL>/_layouts/15/AppInv.aspx

    example: https://contoso.sharepoint.com/sites/ucc/_layouts/15/Appinv.aspx

    1. Do a lookup using your Client ID, default: 4f327b5c-d62d-40ef-974b-38bcd3f8527c.
    2. Fill in Title, example Anywhere365 Config Template
    3. Fill in AppDomain
    4. Add the following App's Permission Request XML.

Warning Please don’t modify the Permission Request XML at all. Not even the URL.

<AppPermissionRequests AllowAppOnlyPolicy="true">

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

</AppPermissionRequests>

  1. Click on Create.
  2. Confirm ‘Trust’ after creation.

 

Configure Site Collection

In this chapter the site collection gets ready to use. Site assets (images and JavaScript files) will be uploaded to the site collection and the UCC Creator List will be created.

Follow these steps:

  1. Unpack UCC.Creator.v6.0.xxxxx.x.rar
  2. Navigate to folder UCC.Creator
  3. Edit configuration.xml
    1. AppId = Your Client Id (Only for SharePoint Online)
    2. AppSecret = Your Client Secret (Only for SharePoint Online)
    3. TenantURL = URL of the tenant
      example: https://contoso.sharepoint.com
    4. SiteCollectionUrl = URL of the site collection
      example: https://contoso.sharepoint.com/sites/ucc
    5. PrimarySiteCollectionOwnerEmail = Email address of the site collection admin.
    6. SPversion = sponline, sp2016, sp2013 or spfoundation
    7. Username = Username site collection admin (Only for SharePoint On-Premises)
    8. Password = Password site collection admin (Only for SharePoint On-Premises)
      You need to encrypt the password first with the "encryptpassword.ps1" script first. The PowerShell window should be executed with the credentials of the user that needs to get an encrypted password.
  4. Open PowerShell
  5. Navigate to folder: UCC.Creator
  6. Run "UCC.SiteCollection.Creator.ps1" and wait until the task is completed.

 

In the next chapter you will see how you can add UCC.Creator.ps1 to Task Scheduler to automate the process of creating UCC sub sites.

 

(Optional) Import Scheduled Task Template

  1. Navigate to folder: UCC.Creator/ScheduledTaskTemplate/
  2. Edit A365-UCC-Creator.xml and save it. (Program Files\Anywhere365\UCC Creator)
    1. WorkingDirectory  point it to the ‘UCC.Creator’ folder.
      Example:
  3. Go to the ‘Task Scheduler’ of the hosting server.
    1. Click on ‘Import Task’
    2. Browse to A365-UCC-Creator.xml (Program Files\Anywhere365\UCC Creator)
    3. Choose the appropriate user account and select “Run whether user is logged on or not.”
    4. Click on OK, enter the credentials of the chosen user account & click on OK again.
    5. UCC.Creator.ps1 will be executed as scheduled.

According to the default settings of this scheduled task, the script will be executed every 5 minutes.

If the task is already running, new instances will run in parallel.

You can change these settings at any time.

 

(Optional) Schedule automated tasks

The template has jobs that handle automated tasks, in the UCC creator this needs be configured:

 

Continue

Continue reading in configure Site.

Configure Creator Site