Cisco Unified Contact Center Express 12.5(1) User guide

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Cisco Unified Contact Center Express Administration and Operations
Guide, Release 12.5(1)
First Published: 2020-01-31
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CONTENTS
Preface xxix
PREFACE
Change History xxix
About This Guide xxxiv
Audience xxxv
Conventions xxxv
Related Documents xxxvi
Documentation and Support xxxvii
Documentation Feedback xxxvii
Unified CCX Introduction 1
CHAPTER 1
Unified CCX Components 1
Unified CCX Product Family 2
Unified IP IVR 3
Unified Contact Center Express 3
Unified CCX Cluster Architecture 4
Unified CCX Active Server 5
Unified CCX Engine 6
Set Up Unified CCX 7
Provision Telephony and Media Subsystems 7
Configure Unified CCX Subsystems 7
Provision Unified CCX Subsystem 8
Provision Additional Unified CCX Subsystems 8
View License Information 9
Configure Unified CCX Applications 9
Available Applications 9
Manage Scripts Prompts, Grammars, and Documents 9
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Configure Unified CCX Historical Reporting 10
Manage Unified CCX 10
Unified CCX Administration Web Interface 11
CHAPTER 2
Access Unified CCX Administration Web Interface 11
Cisco Unified CCX Administration Menu Bar and Menus 13
Cisco Unified CCX Administration Navigation 14
Unified CCX Configuration Web Pages 15
Details for Advanced Configuration 16
Toolbar and Buttons 16
Application and RmCm Wizards 17
Unified CCX Provision Checklist 19
CHAPTER 3
Unified CCX 19
Provision Unified CCX 20
Change Licensing Packages 21
Provision Unified CM for Unified CCX 23
CHAPTER 4
Configure Unified Communications Manager Information 23
Modify AXL Information 24
Modify Unified Communications Manager Telephony Information 25
Modify RmCm Provider Information 27
Unified Communications Manager for Unified CCX Configuration 28
Invoke Unified Communications Manager Administration 28
Unified Communications Manager Users as Unified CCX Agents 29
Guidelines for Agent Phone Configuration 31
Modify Existing Unified Communications Manager Users 32
Assign Unified Communications Manager Users as Cisco TelePresence Virtual Agents 35
Configure Tool for Auto-Registered Phones Support (TAPS) 36
Update Unified CM IP Address Change in Unified CCX 39
CHAPTER 5
Update Unified CM IP Address Change in Unified CCX 39
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Cisco Applications Configuration 41
CHAPTER 6
About Unified CCX Applications 41
Configure Script Applications 42
Add New Cisco Script Application 43
Configure Busy Application 45
Configure Ring-No-Answer Application 46
Application Triggers 47
Unified CM Telephony Trigger 47
Add Unified CM Telephony Triggers from Application Web Page 47
Add Unified CM Telephony Triggers from Unified CCX 48
HTTP Trigger Provision 48
Add HTTP Trigger from Application Web Page 49
Add HTTP Trigger from HTTP Subsystem 50
Script Management 51
Upload New Scripts 51
Download Script File 53
Refresh Scripts 53
Refresh Scripts Individually 53
Refresh Bulk Scripts 54
Rename Script or Folder 55
Delete Script or Folder 55
Sample Scripts 56
Telephony and Media Provision 57
CHAPTER 7
Unified CCX Telephony and Media 57
Media Termination Groups 58
Channels Required to Process Calls 58
Provision Telephony and Media Resources 59
Provision Unified CM Telephony Subsystem 59
Resynchronize Cisco JTAPI Client 60
Resynchronize Unified CM Telephony Data 60
Configure Unified CM Telephony Provider 61
Add New Call Control Group 62
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Add Unified CM Telephony Trigger 69
Additional Unified CM Telephony Information 73
Unified CM Telephony Triggers for Unified CCX Queuing 73
Unified CM Telephony Information Resynchronization 74
Cisco Media Subsystem 74
Add CMT Dialog Control Group 75
ASR and TTS in Unified CCX 76
Prepare to Provision ASR/TTS 76
Provision of MRCP ASR Subsystem 77
Provision MRCP ASR Providers 77
Provision MRCP ASR Servers 78
Provision MRCP ASR Dialog Groups 80
MRCP TTS Subsystem 82
Provision MRCP TTS Providers 82
Provision MRCP TTS Servers 83
Provision MRCP TTS Default Genders 85
Provision of Unified CCX 87
CHAPTER 8
RmCm Provider Configuration 87
RmCm Provider Modification 88
Associating Agent Extensions with the RmCm Provider 88
Resource Groups 89
Create Resource Group 89
Modify Resource Group Name 89
Delete Resource Group 90
Skills Configuration 90
Create a Skill 90
Modify a Skill Name 92
Delete a Skill 92
Agent Configuration 93
Implications of Deleting Agents in Unified CM 94
Assign Resource Groups and Skills to One Agent 94
Assign Resource Groups and Skills to Multiple Agents 95
Remove Skills from Agents 96
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Contact Service Queue Configuration 97
Create a Contact Service Queue 97
Contact Service Queue Configuration Web Page 100
Modify a Contact Service Queue 101
Delete a Contact Service Queue 102
Resource Pool Selection Criteria: Skills and Groups 103
Resource Skill Selection Criteria within a Contact Service Queue 104
Configure Agent-Based Routing 105
Wrap-Up Data Usage 106
Teams Configuration 106
Assign Supervisor Privilege to a User 107
Create Teams 107
Modify Teams 108
Delete a Team 108
Provision of Additional Subsystems 111
CHAPTER 9
About Additional Subsystems 111
Provision of HTTP Subsystem 112
Configure HTTP Triggers 112
Provision of Database Subsystem 113
Database Subsystem Configuration 113
Add New Datasource 114
Datasource Configuration Web Page 114
Poll Database Connectivity 115
Provision eMail Subsystem 116
Management of Prompts, Grammars, Documents, and Custom Files 119
CHAPTER 10
Manage Prompt Files 119
Manage Grammar Files 121
Manage Document Files 122
Language Management 123
Create New Language 124
Rename Language 124
Delete Language 125
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Upload Zip Files to Language Folder 125
Upload of Prompt Files 126
Record a Prompt 127
Add Spoken-Name Prompts 127
Management of Custom Files 128
Specify Custom Classpath Entries 128
AAR File Management 129
AAR File Creation 130
Upload AAR Files 130
META-INF Directory 131
Directories for Prompts, Grammars, Documents, and Scripts 131
Prompts Directory 132
Grammars Directory 132
Documents Directory 132
Scripts Directory 132
AAR Manifest 132
Attribute Types 134
Main Attributes 134
Per-entry Attributes 136
META-INF Directory Attributes 136
Unified CCX System Management 139
CHAPTER 11
Basic Terminology 139
High Availability and Automatic Failover 140
Network Partitions 141
Unified CCX CDS Information Management 141
Manage System Parameters 141
Unified CCX IP Address/hostname Management 142
Prepare System for IP Address/hostname Change 142
IP Address Modification 144
Change IP Address for Server in Single-Node Deployment 144
IP Address Modification in High-Availability (HA) Deployment 146
HostName and Domain Name Modification 150
HostName Modification 150
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Verify Proper Function of System after IP Address/hostname Change 156
Domain Name Modification 156
Set Up Certificates 158
Client Requirements 158
Deploy Root Certificate for Internet Explorer 159
Set Up CA Certificate for Internet Explorer and Edge Browsers 159
Set Up CA Certificate for Firefox Browser 159
Set Up CA Certificate for Chrome Browser 160
Exit Unified CCX Administration 160
Unified CCX Reporting 161
CHAPTER 12
Reporting Administration on Unified CCX 161
Import of Stock Reports 161
Unified CCX Historical Reports 161
Unified CCX Historical Datastore 162
Historical Reporting Configuration 162
Purge of Historical Data 163
File Restore 166
Unified CCX Real-Time Reports 167
Available Unified CCX Real-Time Reports 167
Open Real-Time Reports 168
Run Reports 169
View Detailed Subreports 169
Print Reports 170
Reset Report Statistics 170
Clear Contact Option for Stuck Calls 171
Set Report Options 171
Set Report Appearance 171
Application Reporting User Interface 172
Reporting Administration on Unified Intelligence Center 205
Start Unified Intelligence Center 205
Administrator Overview 206
Security Overview 206
User List 207
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Create a User 207
User Groups 209
Overview 209
Create a User Group 210
Manage User Permissions 211
About Permissions 211
User Roles and Permissions 212
Assigned Group Permissions 212
Assigned User Permissions 213
Run As 214
Audit Trail Logging in Cisco Unified Intelligence Center 215
View Audit Trail Logging in Unified Intelligence Center 215
Audit Trail Report 215
Security Considerations 215
Unified CCX Outbound Dialer Configuration 217
CHAPTER 13
Outbound Feature for Unified CCX 217
Outbound Characteristics 217
Unified CCX Requirements 218
Outbound Components 220
Supported Dialers and Dialing Modes for Outbound 220
Unified CCX Outbound Dialing Modes 221
Direct Preview Dialing Mode 221
Progressive Dialing Mode 221
Predictive Dialing Mode 221
Configure Outbound Subsystem in Unified CCX 222
Configure General Outbound Properties 222
Callbacks 225
Outbound Area Code Functionality 226
Configuration Updates 226
CSQ Agent Pool Allocation 227
Configure Application and Trigger for Outbound Campaign 227
Add New Campaign 228
Import Contacts for Campaign 238
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Manual Import of Contacts for Campaign 240
Schedule Import of Contacts Using SFTP or HTTPS 241
Enable Campaigns 243
Outbound Subsystem and Time Detection 244
Add Area Codes 244
Call Status Values 245
Contact States Reset at Midnight 246
Call Result Values 247
Reclassification Status Behavior 248
Call Retrieval Priority 249
Failover and System Restarts 250
Cisco Unified Contact Center Express Supervisor and User Options Plug-Ins 251
CHAPTER 14
About User Management 251
About Unified CCX User Capabilities 251
Administrator Privileges 252
Supervisor Privileges 252
Historical Report User Privileges 252
Agent Privileges 253
Unified CCX Supervisor Web Interface 253
Access Unified CCX Supervisor Web Page 253
Unified CCX User Options Web Interface 254
Access Unified CCX User Options Web Page 254
Add Alternative Pronunciations 254
Access Unified CM User Options Page 255
System Menu 257
CHAPTER 15
Access Server Menu 257
Configure Server 258
Server Deletion 258
Cloud Connect 259
Unified CM Configuration 261
System Parameters 261
Single Sign-On (SSO) 266
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Custom File Configuration 268
Standalone Cisco Unified Intelligence Center Configuration 268
License Management 268
Classic License Management 269
Smart Licensing 270
Smart License Management 271
Configure Transport Settings for Smart Licensing 275
Register with Cisco Smart Software Manager 276
Language Information 277
Logout Menu 278
Applications Menu 279
CHAPTER 16
Access Application Management Menu 279
Manage Scripts 280
Prompt Management 280
Grammar Management 281
Document Management 281
AAR Management 282
Calendar Management 282
Calendar Flow 283
Subsystems Menu 285
CHAPTER 17
Unified CM Telephony Menu 286
Unified CM Telephony Provider Configuration 286
Unified CM Telephony Call Control Group Configuration 286
Unified CM Telephony Triggers Configuration 287
Synchronize Unified CM Telephony Data 287
Unified CM Telephony Cisco JTAPI Resync 288
Unified CM Telephony Advanced Settings 289
RmCm Menu 289
Skill Configuration 290
Add New Skill 290
Modify Skills 290
Resources Configuration 290
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Modify Resource 291
Resource Group Configuration 291
Add New Resource Group 291
Modify Existing Resource Groups 291
Contact Service Queues Configuration 292
Add a CSQ 292
RmCm Provider Configuration 292
Skills Configuration Assignment 292
Add Skills 292
Remove Skills 293
Agent Based Routing Settings Configuration 293
Teams Configuration 293
Add New Team 293
Chat and Email Menu Options 293
Customer Collaboration Platform Configuration 294
Delete Customer Collaboration Platform Configuration 297
Reinject Email Contacts 298
Chat Transcripts 299
Mail Server Configuration 299
Contact Service Queues 301
Predefined Responses 304
Predefined Responses 304
Wrap-Up Reasons 305
Wrap-Up Reasons 306
Email Signatures 306
Email Signature Configuration 307
Channel Parameters 308
Chat Widgets 310
Chat Widgets Page 310
Chat Widget Configuration 311
Chat - Facebook Messenger 315
Teams 317
Outbound Menu 317
General Configuration 317
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Campaign Configuration 317
Add New Campaigns 318
Import Contacts 318
Delete Contacts 318
Area Code Management 319
Add New Area Code 319
Configure SIP Gateway 319
SIP Gateway Configuration Web Page 319
Dial Peer Configuration for Outbound 321
Database Menu 322
DataSource 322
New DataSource 322
Add New Database Parameter 323
Driver 323
Add New Database Driver 323
HTTP Menu 324
HTTP Trigger Configuration 324
Add New HTTP Trigger 324
eMail Menu 325
Cisco Media 325
MRCP ASR Menu 325
MRCP ASR Provider 325
MRCP ASR Servers 326
MRCP ASR Dialog Groups 326
MRCP TTS Menu 326
MRCP TTS Providers 326
MRCP TTS Servers 326
MRCP TTS Default Genders 327
Wizards Menu 329
CHAPTER 18
Application Wizard 329
RmCm Wizard 330
Tools Menu 333
CHAPTER 19
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Plug-Ins Menu 333
Real-Time Reporting Tool 334
Real-Time Snapshot Config Menu 335
Create System DSN for Wallboard 336
Wallboard Software in High Availability (HA) Deployment 338
Historical Reporting Menu 339
Database Server Configuration 339
SMTP Configuration 340
Purge Schedule Configuration Option 340
Purge Now Option 340
File Restore Option 341
User Management Menu 341
User View Submenu 342
Name Grammar Generator Configuration 342
Spoken Name Upload Submenu 343
Administrator Capability View Menu 343
Supervisor Capability View 344
Manage Supervisors 345
View Supervisor Details 345
Reporting Capability View Menu 346
Assign Prompts 347
Agent Capability View Menu 348
Password Management 348
Help Menu 351
CHAPTER 20
Contents and Index 351
For This Page Menu 352
Unified CCX Documentation Link 352
About Menu 352
Cisco Finesse 353
CHAPTER 21
Introduction 353
Cisco Finesse Administration Console 353
Getting Started 353
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Administration Tools 354
Certificate Management 357
Manage System Settings 363
Desktop Chat Server Settings 363
Cloud Connect Server Settings 365
Keyboard Shortcuts 366
Manage Call Variables Layouts 367
Call Variables Layouts 367
Call Variables 367
Configure Call Variables Layouts 368
Add ECC Variables to Call Variables Layout 369
Assign Call Variables Layouts 370
Manipulate Call Variables Layouts with a Workflow 370
Manage Desktop Layout 370
Gadgets and Components 371
Finesse Desktop Layout XML 371
Default Layout XML 372
Update Default Desktop Layout 374
Drag-and-Drop and Resize Gadget or Component 376
Customize Desktop Properties 377
Horizontal Header 378
Customize Title and Logo in the Header 379
alternateHosts Configuration 379
Headless Gadget Configuration 380
Customize Icons in Left Navigation Bar 380
XML Schema Definition 392
Add Webchat and Email to Finesse 395
Enable Advanced Supervisor Capabilities in Finesse 403
Add Team Message in Custom Desktop Layout 406
Add Desktop Chat in Custom Desktop Layout 406
Live Data Gadgets 407
Configure Live Data Reports with Multiple Views 413
Manage Phone Books 414
Phone Books and Contacts 414
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Add Phone Book 415
Edit Phone Book 416
Delete Phone Book 416
Import Contacts 416
Export Contacts 417
Add Contact 418
Edit Contact 418
Delete Contact 418
Manage Reasons 419
Not Ready Reason Codes 419
Sign Out Reason Codes 421
Predefined System Reason Codes 423
Manage Reason Code Conflicts During Upgrade 425
Wrap-Up Reasons 426
Manage Team Resources 428
Team Resources 428
Assign Phone Books and Reasons to Team 429
Unassign Phone Books and Reasons from Team 430
Assign Custom Desktop Layout to Team 430
Assign Workflows to Team 432
Unassign Workflows from Team 433
Manage Workflows 433
Workflows and Workflow Actions 433
Add Browser Pop Workflow Action 437
Add HTTP Request Workflow Action 438
Edit Workflow Action 440
Delete Workflow Action 440
Add Workflow 440
Edit Workflow 441
Delete Workflow 441
Manage Security 441
HTTPS Support 442
HSTS 442
Cross-Origin Resource Sharing (CORS) 442
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Gadget Source Allowed List 442
Security Enhancements 443
Manage Finesse IP Phone Agent 443
Finesse IP Phone Agent 443
One Button Sign In 444
Finesse IP Phone Service Subscription Options 445
Set Up Application User, Web Access, and HTTPS Server Parameters 445
Configure Finesse IP Phone Service in Unified CM 447
Finesse IP Phone Agent Certificate Management 448
Add Service Parameters for One Button Sign In 450
Subscribe Agent Phones to Manual Subscription Service 452
Set Up Agent Access to the Self Care Portal 452
Cisco Finesse Failover Mechanisms 453
CTI Failover 453
Finesse Desktop Failover 454
Desktop Behavior 455
Finesse IP Phone Agent Failover 458
Guidelines for Optimal Desktop Failover 459
Failover Planning 461
Backup and Restore 462
Additional Language Support 462
Cisco Finesse Agent and Supervisor Desktop 462
CUIC Cluster Configuration 463
CHAPTER 22
Cluster Configuration for JVM Using Hazelcast 463
Troubleshooting Cluster Configuration 465
Extend and Connect 467
CHAPTER 23
Overview of Extend and Connect 467
Server Configuration 467
Persistant Connection 469
Cisco Unified CCX Serviceability 471
CHAPTER 24
Cisco Unified CCX Serviceability 471
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Access Cisco Unified CCX Serviceability 471
Alarms 472
Alarm Configuration 472
Configure Alarm Settings 472
Alarm Configuration Settings 473
Traces 474
Component Trace Files 475
Configure Trace Parameters 475
Trace Level Options 478
Trace file location 482
Trace File Information 482
Log Profiles Management 483
Create Profile 484
Save as Another Profile 485
Enable Profile 485
Delete Profile 486
Save Current Trace Settings 486
Upload Profile 487
Update Profile 487
Serviceability Tools 488
Access Control Center — Network Services Menu 488
Network Services 489
System Services 489
Admin Services 490
DB Services 490
Finesse Services 490
Manage Network Services 490
Command Line Interface 491
Unified CCX Datastore 491
Network Outage 492
Datastore Replication Status 492
Reset Replication Between Nodes 493
Datastores 494
Update Parameters 495
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Configure Performance Monitoring of Unified CCX Servers 496
Real-Time Monitoring 499
CHAPTER 25
Installation and Configuration 499
Performance Monitoring 500
Performance Objects 500
Performance Counters 500
Performance Objects and Counters for Unified CCX 500
Critical Services 501
Tools 501
Alerts 501
Unified CCX Alerts 501
Cisco Identity Service Alerts 505
Syslog and Alert 506
Traces and Logs 507
Cloud Connect Serviceability 507
CUCM Telephony Data Monitoring 508
Triggers Page 508
Call Control Groups page 508
CTI Ports Page 509
Summary Page 509
Cisco Unified Analysis Manager 510
Unified Analysis Manager for Unified CCX 510
Backup and Restore 513
CHAPTER 26
Important Considerations 514
SFTP Requirements 515
Cipher Support 515
Master and Local Agents 516
Master Agent Duties 516
Local Agent Duties 516
Backup Tasks 516
Manage Backup Devices 517
Manage Backup Schedules 517
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Cisco Unified Contact Center Express 12.5(1) User guide

Category
Software
Type
User guide
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