Configuration
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. (
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
see further chapters below.
User Login
To access the Webconfigurator UI - and extension also the FrontEnd - a User name and a Password are required. 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.
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.
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.
The shown elements are as follows.
| # | Description |
|---|---|
| 1 | Sidebar - used to select main functions of Stratus Configurator This handles identically in the Frontend. |
| 2 | Total Agents - Shows your total of configured agents. A click will lead you to Agent Management in the corresponding sidebar tab. The amount of total agents and supervisors allowed is determined by your License. |
| 3 | Server Instance Status - Shows the server instance name with installed active and passive components and their respective versions. |
| 4 | Services - Shows the amount of Configuring Services and their configured endpoints |
| 5 | Frontend 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. |
| 6 | Total Components Summary - shows how many components are running over all backend and frontend server instances. Components are explained on our Architecture page. |
| 7 | Tooltips - Show additional information in the UI (in this case the trusted application information) |
| 8 | Dashboard Controls - can vary for each view or not appear at all. In this case: "Download CSV report" and "Refresh". License Usage Statistics: System Administrators are able to retrieve a license usage CSV report directly from the Configuration frontend. The statistic data is based on RBAC permission
The CSV Export contains the following information:
|
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. 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:
|
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. These steps do not to be done in a particular order, however we recommend the following steps:
- Set up your OrganizationUnits to reflect your team and organizational structure
- Set up Duty Profiles for your Agents to reflect expected business cases / workload situations
- Define Traits and Responsibilities to distinguish your Agent by various skillsets for later call-selection
- Add your Configuring Services as well as their outward-facing address and name
- Set up your Workflows for detailed control over the user journey
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: