UC Central makes it easy to control and monitor your workspaces while giving you the insight required to drive efficiency and productivity.  This guide covers how to setup and get started using UC Central. 


Contents

    Prerequisites

Signing In

Users, Roles & Permissions

Create and Manage Roles

Adding a New User

Manage User Roles

    Setting Up Facilities

Activating Spaces

Why Activate

Activate Space

Connecting A PC to Your Portal


Prerequisites:

  • Your account has been associated to a UC Central Portal.
    • If you are the subscriber, then you will have access as the Portal Administrator
    • If you are not the subscriber, then your Portal Administrator will have to add you to the portal by Adding a New User
  • Your account has sufficient permissions in UC Central to perform the tasks below (typically a Portal Administrator).
    • If not, and you believe you should have those permissions, please have your Portal Administrator set up your permissions by managing user roles.



Signing In


Welcome to UC Central!


Please ensure that you (your account) meets the prerequisites before continuing.


If you are a portal administrator or have a role with sufficient permissions on your UC Central Portal, then please sign in at uccentral.com with the account you created with UCW.


From here, you might want to do the following:


Users, Roles and Permissions

UC Central provides a robust Role and Permission system that allows portal administrators a fine level of granularity when managing users and permissions.


In this section, we will describe how a portal administrator can:

  • Create and Manage Roles
  • Add New Users
  • Manage User Roles


A few key ideas:

  • Permissions are fine grained security access grants on features within the UC Central Portal.
  • Roles are groupings of permissions that can be assigned to individual users.
  • You can assign many roles to a single user.  When this is done, the user will have the inclusive set of permissions between all the roles.


Create and Manage Roles


In the left menu, click "Roles" (shown as (A) above).

The roles available in your portal will be shown in the main window.


There is one system role that cannot be changed named "Authenticated User".  All users on the portal will have this role assigned.  It is not editable and is responsible for allowing access to the portal.  Any user added to the portal will by default be assigned this role.


Here, as an example, we have 3 roles.  Analytic Viewers and Portal Administrators are custom roles created for this user.


You can create as many custom roles as you would like, each with a different set of permissions.


To do so, click the "+ Add New Role" button as show in [B] above.



On the "Create Role" view, give the new role a Name and a Description, then select the options you would like for this role.


"Auto assign this role..." - check this option for your new role if you want this role to be applied to any new user you invite to your portal using the "Quick Invite" feature (described below).  Any role that has been flagged as "Auto Assign" will show a green " Auto-Assign " tag beside it on the main roles view.


Permissions

  • Check all permissions that should be enabled for this role. 
  • Each permission is grouped into a permission group.
  • You can check the box on a permission group to enable all permissions within that group on the role.
  • You can expand the permission group using the "+" button to the right of the permissions group for finer control over which permissions will be enabled.


Once you have selected all the permission groups and/or permissions that apply to this role (and have named the role), click the "Save Changes" button in the right panel of the view.


At this point, your new role is available to assign to users.


Managing the role is the same process, but rather than creating a new role, you can select the role by name from the main role window to modify it.  Any permission modifications on a role will apply to all users that are already assigned to that role.


Adding a new User

In the left menu, click "Users" (shown as  (A)  above).

The users of your portal will be shown in the main window.  Note that this list is paged and there are paging buttons to the bottom right of the users list.


To add a new user to your portal, you have two options:

Option 1 - Quick Invite

A quick invite allows you to simply enter the new user's email address and they will be invited to your portal.

The user will be automatically assigned any default role(s) you have created in your portal.  These roles are marked in the main roles view with a green " Auto-Assign " tag.

Option 2 - Custom Invite

A custom invite allows you to invite single or multiple users to the portal with a predefined set of roles.

 (A)   First, to invite user(s) to the portal, add their individual email addresses.  After each email address you enter, click the "Add User" button.  You will notice that their email is added to the list under the Pending Invited Users section.  At this point, the users have not been invited.

Optionally, include a custom message that will be sent along with the portal invite to the new users.

 (B)  Next, select the roles that these users will have when they sign in.

 (C)  Third, once you are satisfied with the invite, click the "Send Invite" button.


All users that you added in the first step will now receive an email invite to your portal.  If they do not have a UCW account yet, they will need to create one.  If they already have an account with the email they were invited with, they will have immediate access to your portal.


Manage User Roles

As a portal administrator, you can update a users roles and permissions at any time.


To manage an individual users roles, click the Users link in the left menufind the user by either paging the sorted list or searching for their username or email address.


Once you have found the user in the list, click on their name to be taken to the Edit User view.

In this view, you can change some details about the user, such as their Display Name and their Default Language


Note that only the user can change their own First and Last Name, email address and phone number.


To modify their Roles, check or un-check the applicable Roles in the list, then click "Save Changes".  The roles available in the list are the custom roles that you have created for the portal.  If the roles here do not suffice, please take a look at the Create and Manage User Roles section above.


Note:  Roles and permissions will be applied once the user refreshes the portal using the browsers refresh button, or signs out and then signs in again.


As a portal administrator you also have the ability to disable a user which prevents their access to your portal.


Setting Up Facilities

You will want to set up your facilities in your portal to provide some organization around the meeting spaces in your environment.  To do so, use the Facilities view under the Admin section of the main navigation on the left side of your browser.


Facilities at UC Central are organized by Campus, Building, Floor and Space.

  • A Campus contains Buildings
  • A Building contains Floors
  • A Floor contains Spaces (or Meeting Rooms)


 (A)  Click the "Facilities" link to view the main facilities page.

 (B)   Use the "Add Campus" to add a top level campus, fill the details for the campus on the right side of the page, then click "Save".  We recognize not all companies have campuses, so feel free to have only one and name it as you like.

 (C)  Select the facility (Campus, Building or Floor) and use the "+" button to the right to add the next level of facility to the list.  Again, you must fill out the details in the right panel (not shown) and click "Save" for the changes to persist.


Before proceeding to the next step, ensure that you have added at least one Space.


Campus

-> Building 

-> Floor

-> Space


Activating Spaces

Now that you have setup your facilities, it is important to ensure that your Spaces are Activated according to your subscription. When you subscribe to UCC, your subscription contains a quota of activations.  There is a one-to-one relationship of activations to Spaces (or Meeting Rooms).


Why Activate?

When your Space is activated, it will enable the connection between your Portal and your devices (PCs) in your meeting rooms.  This allows meeting room devices to report status and telemetry to your portal as well as the Portal can now communicate with your device in order to push settings and other UC Central features.


If a Space is not activated only the status of your device(s) in a meeting room will be reported, but all other features of UC Central will not be enabled for that space.


Activate Space

To activate your space, expand the Meeting Spaces option in the main left navigation and select "Activations"  (A)  


For each space you would like to activate, select the active subscription from the Available Subscriptions dropdown beside the space  (B) .


Once you have assigned an available subscription for each space you want to activate, save your changes by clicking the (now enabled) "Save Changes" button  (C) 


You can add activations or subscriptions using UCW's Subscriptions site and the "Manage Subscriptions" button   (D)  will take you directly to that site.


As well, if you would like to view the spaces that are activated by your subscriptions, or change which spaces are using the activations, please click the expander button  (E)  to view the details.


Connecting A PC to Your Portal

UC Central provides rich analytics and device management for the meeting spaces in your organization.  To connect a PC to your portal, you will want to install the Cloud Agent service on the PC and connect it to your portal with a provision code.


Before proceeding, note that all PCs should be assigned to an activated space (or meeting room) to gain the full benefit of your portal.  You can set up your facilities by following the guide above.  You can also create spaces and assign PCs to spaces at any time.


To Add a PC to your Portal


First, click the "Devices" link on the main left navigation menu, then click the "+ Add Device" button.


Then, select the type of device you would like to add.  Currently, the selection will simply provide additional instructions where necessary, but otherwise the process is identical.


Once you have selected the device you would like to add, follow the on screen instructions for connecting your PC to your Portal.  The instructions should guide you through installing a PC with Quicklaunch or just a PC. Please choose the option that suits your needs.


If you need help during this process, please contact support.


Remember:  It is important to assign your PC to an activated space in your facilities.


To Assign the Device to A Space


There are two ways to assign a device to a space. You can do this at provisioning time, or after you can move a PC to any available space on in your portal.


At provision time, click the "Assign Space" link before you click Approve.  Then, click the "Approve" button and the PC will be assigned to the selected space.


You can also do this later, at any time:


At any other time, you can find your PC in the Devices List, and use the button to the right of the device to assign it to a new space.


When the PC is connected to the portal and working correctly, you will see a green indicator noting that the status is OK. You can hover over the status indicators to get a sense of what they mean.


If you have followed the guide and have reached here, that means you have setup your UC Central Portal and are ready to make use of it's features.