CUICAU: Cisco Unified Intelligence Center for Advanced Users v1.x

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1 CUICAU: Cisco Unified Intelligence Center for Advanced Users v1.x Description The Cisco Unified Intelligence Center for Advanced Users v1.1 (CUICAU v1.1) course is a four-day instructor-led training (ILT) course. Cisco Unified Intelligence Center is a comprehensive, end-to-end reporting solution, designed to simplify the task of creating and modifying reports. It also can manage disparate data sources and, at the same time, to present a consistent user interface and a common tool to access varied data across multiple Cisco product families. To participate in the hands-on labs in this class, you need to bring a laptop computer with the following: We recommend using at least a Pentium 4 or better and 1 GB of RAM or more. We recommend running Windows XP Professional SP3 or greater (Vista & Windows 7/8). Mac & Linux machines are also supported. All PCs require Internet Explorer 7 or greater, Mozilla FireFox, or Google Chrome. Note: When testing connectivity, Mozilla & Chrome may not be able to fully complete the tests as intended. All students should have administrator rights to their PCs. If you do not have administrator rights to your PC, you at least need permissions to download, install, and run Active-X controls in Internet Explorer or Cisco Any Connect Client. If you are participating in a WebEx event, you should have internet access served by at least a 512K link, a full T1 Connection is recommended. All PCs require the latest Java Runtime Environment, which can be downloaded from At Course Completion Upon completing this course, the learner will be able to meet these overall objectives: Provide a comprehensive overview of Cisco Unified Intelligence Center Describe reporting concepts and capabilities and features of Cisco Unified Intelligence Center reports Provide a detailed description and labs of how to modify reports from normal data sources (Cisco Unified CCE and Cisco Unified CVP) by customizing reports using various methods. (i.e. creating thresholds, show/hide columns, charts and more) Provide a detailed description and labs of how to create custom reports from normal data sources (Cisco Unified CCE and Cisco Unified CVP) as well as new data sources. Demonstrate how to install, administer, and provide security for the Cisco Unified Intelligence Center solution Prerequisites The knowledge and skills that a learner should have before attending this course are as follows: A working knowledge of Cisco Unified Contact Center Enterprise is desirable. A working knowledge of contact center operations is desirable. Audience

2 The primary audiences for the course are as follows: Cisco technical customers (IT, telephony members, etc.) Cisco technology partners Cisco employees Course Outline Module 1: Cisco Unified Intelligence Center Overview Lesson 1: Introducing Cisco Unified Intelligence Center Cisco Unified Intelligence Center Primary Goal Cisco Unified Intelligence Center Deployment Models High-Level Architecture Personalizing Reports Operation, Administration, Maintenance, Provisioning Using Cisco Unified Intelligence Center Working with Stock Reports Dashboards Module 2: Cisco Unified Intelligence Center Administration and Security Lesson 1: Managing Users and Security in Cisco Unified Intelligence Center Security Model: Authentication User Security Predefined Cisco Unified Intelligence Center Objects Permissions for Objects Adding a User Adding a User Group Log In the New Users Security Use Cases Best Practices for User Security Module 3: Cisco Unified Intelligence Center Reports Lesson 1: Running Cisco Unified Intelligence Center Reports Real-Time vs. Historical Reports Stock Reporting Templates: Unified CCE Review: Cisco Unified Intelligence Center Deployed with Unified CCE Set Up Unified CCE as a Data Source Run a Unified CCE Stock Report Available Stock Reports: Unified CVP Review: Cisco Unified Intelligence Center Deployed with Cisco Unified CVP Unified CVP Stock Report output Lesson 2: Using Permalinks What Is a Permalink? Report Permalinks Dashboard Permalinks Lesson 3: Modifying Cisco Unified Intelligence Center Stock Reports How Reports Can Be Modified Creating a Copy of a Stock Report Modifying the New Report Module 4: Cisco Unified Intelligence Center Custom Reporting Lesson 1: Creating a New Cisco Unified Intelligence Center Report

3 Knowing Your Data Source Reporting in a Multichannel Environment Creating a New Report Creating a Dashboard Module 5: Cisco Unified Intelligence Center Overview for the Advanced User Lesson 1: Understanding Cisco Unified Intelligence Center Deployment Considerations Skillsets needed for the Advanced User Deployment Models Unified CCE Databases and Data Type Availability What Can Affect the Size of the Solution? Member Nodes Database Replication: Multiple Nodes Operation, Administration, Maintenance, Provisioning Command-Line Interface Additional Considerations Module 6: Cisco Unified Intelligence Center Installation and Administration Lesson 1: Cisco Unified Intelligence Center Security and License Types Licensing Sizing Tool Licensing Compared to Feature Sets Feature Sets Compared Reporting: Template Modification Report and Report Definitions Report Definitions Value Lists and Collections Lesson 2: Installing Cisco Unified Intelligence Center Understanding the Deployment Model Prerequisites and Important Considerations Installation Wizard Navigation Installation Process Logging into Cisco Unified Intelligence Center Applying the License File Verifying that the File Has Been Applied Define a New Member Node Confirm the New Member Lesson 3: Managing Cisco Unified Intelligence Center Components Cisco Unified Intelligence Center Controller About the Administration Console Administration Console Overview Using the OAMP Administrator Console Administration ConsoleDrawers About Cisco Unified Intelligence Center Super User Roles Super User Role About Devices Device Configuration Device ManagementLogging and Tracing Cluster Configuration Drawer Cluster ConfigurationLicense Management Cluster ConfigurationActive Directory Cluster ConfigurationCisco Unified CCE User Synchronization Setting Up Cisco Unified CCE User Integration Network Management Drawer Cluster ConfigurationReport Scheduler Settings Tab Tools Drawer: RTMT

4 Cisco Unified Intelligence Center Security Cisco Unified Communications Solutions Tools from Cisco Unified Intelligence Center Cisco Unified Serviceability Cisco Unified OS Administration Disaster Recovery System Lesson 4: Understanding Cisco Unified Intelligence Center Administration Administration User Management Add a New Super User Configure User Accessing Online Help Help File Contents User Credentials User Security Policy Managing Devices Control Center Report Scheduler Settings Cisco Unified CCE User Integration Module 7: Using CUIC Value Lists and Collections Lesson 1: Using Value Lists and Collections What Are Value Lists and Collections? Administering Value Lists and Collections Creating a Value List A Populated Value List Associate a Value List with a Report: Database Query Cisco Unified Intelligence Center Query Types Associate a Value List with a Report: Anonymous Block or Stored Procedure Create a Collection Collection Types Management and Security Value List Security Collection Security Module 8: Cisco Unified Intelligence Center Custom Reporting Lesson 1: Understanding Cisco Unified CCE Key Concepts WebView vs. Cisco Unified Intelligence Center Cisco Unified Intelligence Center Deployed with Unified CCE Characteristics of Unified CCE Data Why Report Data Can Differ Importance of Configuration and Scripting Lesson 2: Using Report Definitions Report Definitions and Reports Managing Report Definitions Manage Report Definition Categories Create a Report Definition Category Delete a Report Definition Category Create a Report Definition Report Definition Editor

5 Report Definition Editor Toward the Data Source Report Definition EditorFields Report Definition EditorFields: Edit Properties Report Definition EditorFields: Edit Formatting Report Definition EditorFields: Drill Down Report Definition EditorCreate Formula Fields Report Definition EditorCreate Filter Fields Report Definition EditorParameters Report Definition EditorProperties Get to know your Database Schema Creating a New Report Definition and Report Lesson 3: Searching Call Detail Records Lab Outline Call Detail Records Importing a Report Report Output Exporting a Report Exporting a Report View Lab 2-1: Managing Users and Security in Cisco Unified Intelligence Center Lab 3-1: Running a Stock Report Lab 3-3: Creating Permalinks Lab 3-4: Modifying a Stock Report Lab 4-1: Creating a New Report Lab 6-2: Verifying Installation of the Unified Intelligence Center Controller and Navigating OAMP Lab 7-1: Creating Value Lists and Collections Lab 8-2: Creating a Simple Report Definition and a custom report Lab 8-3: Searching Call Detail Records Contact us today. Visit or call