Preconditions met?

This page introduces you to the configuration of a running Stratus Agent server instance. As you progress through this section, ensure that the following minimal criteria are met: 

  • The Installation and Upgrades chapters are done
  • Installed component services are up and running. ((lightbulb) Minimum Components to run are:  PS, ICH, AC, AM, CIC). Our support engineers will guide you through this process.
  • To access the configuration panel the user needs administration permissions. The amount of visible functionality depends on the user's role

Login page

The Webconfigurator UI of Stratus Agent allows to:

  • Quickly identify the status of server instances in the startin dashboard (visible after login)
  • Inspect all server instances as well as their installed components
  • Configure all aspects of Stratus Agent in the backend (info) see further chapters below.


Stratus Agent WebConfigurator Login Screen

User Login

To access the Webconfigurator UI - and extension also the FrontEnd - a User name and a Password are required.  (info) Read chapter → User and Accessto learn how to enable further users.

O365 Login

This Button is disabled by default. Becomes enabled if entered username domain configuration exists among O365 applications configurations on Tenants O365 page.

  • On click you are redirected to a Microsoft login pop-up window where you can provide your O365 (Azure) credentials.
  • If your user exists in the Stratus Agent system and has an appropriate role to access you are logged into Web Configurator.

Logout

By clicking on the  icon in application menu allows to  view short information about currently logged in user: First Name and Last Name, SIP URI or UPN.

User can be logout of the system by clicking   icon in the user information sub-menu. 

User information and Logout button

Automatic Session Expiry

  • A user login session expires after 10 minutes of inactivity.
  • 1 min before the timeout, a popup to extend the session will be shown for the user. If the user does not confirm ongoing use, the view will reset back to login screen.
    (warning)  Any unsaved changes in the UI will be discarded to prevent saving of erroneous or half-done configuration.

WebConfigurator UI Overview

When logging in with full Administration rights you will see a Webconfigurator UI similar to the following. 

Webconfigurator UI Overview

The shown elements are as follows. 

#Description
1Sidebar - used to select main functions of Stratus Configurator
(lightbulb) This handles identically in the Frontend.
2Total Agents - Shows your total of configured agents. A click will lead you to Agent Management in the corresponding sidebar tab.
(info) The amount of total agents and supervisors allowed is determined by your License.
3Server Instance Status - Shows the server instance name with installed active and passive components and their respective versions.
4Services - Shows the amount of Configuring Services and their configured endpoints
5Frontend Instances - in this case running multiple SIP Message Dispatchers (SMD).  If multiple instances are defined (e.g. for high load and fallback scenarios) each instance will be listed here as separate widget.
6Total Components Summary - shows how many components are running over all backend and frontend server instances.
(info) Components are explained on our Architecture page.
7Tooltips - Show additional information in the UI (in this case the trusted application information)
8Dashboard Controls - can vary for each view or not appear at all. In this case: "Download CSV report" and "Refresh".
(lightbulb) The Frontend features several Dashboards and Walls each with different dashboard controls.

Sidebar / Application menu

After the login you will be brought to the main or home screen. For now we focus on the sidebar for short.

Important to know

Your available options in the sidebar are dependent on your current user's role. See → Role Based Access - RBAC.
(lightbulb) A logout and login is required when your permissions have changed, a simple refresh will not suffice.


On the Sidebar you have the following options

  • Home (default view after login)
  • Agents - gives you access to User / Agent management
  • Services - Allows you to define Mail and Call Services
  • Data Privacy - Allows to export create and export historic data
  • Live Chat - This is an RTC Launcher feature which allows LUCS users to communicate with internal IT support in case of issues. (Not visible by default)
  • Settings - Access to the in-depth configuration of Stratus Agent. Select a topic from below:


  • User Menu - displays the currently logged-in user, and allows to log-out
    (lightbulb) The UI is configured to automatically log users out after a period of inactivity (default 10 min)

Where to start

In case you need a first hint on where to start configuring Stratus Agent for basic use, refer to the illustration and steps below.  (lightbulb) These steps do not to be done in a particular order, however we recommend the following steps:

  1. Set up your OrganizationUnits to reflect your team and organizational structure
  2. Set up Duty Profilesfor to reflect expected business cases / workload situations
  3. Define Traits and Responsibilities  to distinguish your Agents for later call-selection
  4. Add your Configuring Services as well as their outward-facing address and name
  5. Set up your Workflows for detailed control over the user journey

(lightbulb) You don't need to follow this specific order. However we recommend going from top to bottom in the left navigation menu to ensure you haven't missed any topic.

The following graphic illustrates how data structures are organized within Stratus Agent:

Basic_Configuration

Stratus Agent data element organization