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Quick installation, configuration, and deployment Guide for Expert Advisor



This guide assumes that you have knowledge of the following topics.

  • Cisco      Unified Communication Manager (CUCM)
  • Cisco      Unified Intelligent Contact Management (CUICM)
  • Cisco      Unified Cisco Voice Portal (CUCVP)
  • Cisco      Voice Gateways and VXML Gateways
  • Cisco      Unified Expert Advisor
  • Cisco      Unified Presence Server and its SIP Proxy configuration

Preparing the Environment

This guide assumes that Cisco Unified CM, Cisco CCE, Cisco Unified CVP, and VXML GW are installed and configured for a Contact Center deployment. It also assumes that CUP server is installed. This guide will go through the steps to add a basic Cisco Unified Expert Advisor system and configure the rest of the system. For a quick guide to install/configure CUCM with CVP and VXML GW, visit:

Hardware Components

The following figure shows the hardware components of the IPCC laboratory system:

  • Two      Cisco 794x/796x/797x series IP phones as Expert Advisor user phones
  • One      MCS Server for CUCM
  • Two Servers      running Windows 2003 Enterprise Edition for CUICM Enterprise Components in      duplex mode. These servers are referred to as Proggers.
    • Router
    • Logger
    • CUCM       PG
    • CVP       VRU PG
    • CTIOS       Gateway or CTIO PG
    • CTIOS       Server
  • Windows      2003 Enterprise Edition based server running the Admin Workstation
  • Windows      2003 Enterprise Edition based server running following CVP components
    • CVP       Call Server
    • CVP       Media Server
    • Microsoft       IIS Web Server
  • One      MCS server for Cisco Unified Presence
  • One      MCS server for Cisco Unified Expert Advisor Runtime Server (optionally, an      redundant Expert Advisor Runtime server and reporting server could be      added).
  • Windows      XP based agent PC
  • Cisco      3745 Router
    • Ingress       PSTN Gateway
    • VXML       Gateway
  • PSTN      Simulator (CUCME gateway with cross over T1 PRI cable connected to CVP      Gateway could be used)

Software Components

The software release is based on the system release 7.1(3).

  • Cisco      IOS Software Releases 12.4(15)T1 Advance Enterprise Feature Set on CVP      VXML Gateway
  • Cisco      Unified Communication Manager version 7.1(3)
  • Cisco      Unified Presence Server 7.0(5)
  • Cisco      Unified ICM version 7.5(6)
  • Cisco      Unified CVP version 7.0(2)
  • Cisco      Unified Expert Advisor 7.6(1) SR1
  • Cisco      CTI Object Server 7.5(6)
  • JTAPI      Client version is CUCM bundled


This guide assumes that UCCE and CVP are already installed. One or two Expert Advisor runtime servers can be installed, and optionally, an Expert Advisor Reporting Server can be installed. This guide covers the installation of a simplex Expert Advisor Run-time server, with no Expert Advisor Reporting Server. This section also covers the CUP installation and configuration in case it was not already deployed with UCCE and CVP. It finally covers the installation of an Expert Advisor PG and the associated configuration in the Call Router.

EA Installation

The installation is on VOS. It’s very simple. Refer to the Installation Guide for Cisco Unified Expert Advisor 7.6(1) for additional information.

To install Expert Advisor run-time server, follow the following steps.

-       Media Check: select yes if you want to check the media

-       Product Deployment Selection: Click OK

-       Proceed with Install: Yes

-       Platform Installation Wizard: Click on Proceed

-       Apply Patch: Click No

-       Basic Install: Click on Continue

-       Timezone Configuration: Select your timezone

-       Auto Negotiation Configuration: Select the default option Yes

-       MTU Configuration: Select the default option: No

-       DHCP Configuration: Select No

-       Static Network Configuration: Enter the information for your network

-       DNS Client Configuration: Click Yes

DNS Client Configuration: Enter your DNS information

Administrator Login Configuration: Enter your Administrator ID and password information

Certification Information: Enter your Certificate Information

First Node Configuration: Click “Yes” if you are installing your first node. If you are installing the second Expert Advisor Server or the reporting server, click “No”

Network Time Protocol Client Configuration: Click “Yes”

Network Time Protocol Client Configuration: Enter the NTP Client information

Database Access Security Configuration: Enter the system security password

SMTP Host Configuration: Select “No” if you are not configuring a SMTP Host for this machine

Application User Configuration: Enter the Application (GUI) username and password

Platform Configuration Confirmation: Click on “Ok”

For more information on the installation of the Expert Advisor servers, please refer to the Installation Guide for Cisco Unified Expert Advisor 7.6(1)

CUP Installation

The CUP installation is very similar to the installation of CUCM of Expert Advisor since it is also running on Unified Communications Operating System (UCOS). Follow the steps above for base installation.

Once the server is installed, perform the following post-install steps:

-       Log into the CUP server with your browser: Go to http://<YourCUPServer>

-       Enter the post-install information

-       Obtain a license.

-       Upload the license

Expert Advisor PG installation

A PG server needs to for each Expert Advisor run-time server. For simplex Expert Advisor deployment (only one Expert Advisor run-time server), install and configure a single PG server (simplex PG). For duplex Expert Advisor deployment, install and configure a duplex Expert Advisor PG.

You can install the Expert Advisor PG on a separate physical server or on the same physical server as the Agent PG, as long as you are within the limit of 2 PG types, described in the UCCE SRND.

To install and configure the Expert Advisor PG, you will have to add and configure an Expert Advisor PG in ICM Configuration Manager. Then install the new Expert Advisor PG on a server, and add this new PG in the Router configuration.

Configuration of the Expert Advisor PG in ICM Configuration Manager

Create the Peripheral Gateway for Expert Advisor as follows:

-       Open Configuration Manager on the AW.

-       Select PG explorer option under the “Tools\Explorer Tools” group.

-       Click on Add PG , set the client type to Expert Advisor and enter the appropriate name and description. Leave the IP address for the primary and CTI servers blank.

-       Then click on Save.

After clicking on Save, the logical Controller ID and Physical controller ID will be automatically generated. Note them for later use when installing the Expert Advisor PG in ICMSetup later.

Add and configure the new peripheral as follows:

-       Select the Expert Advisor PG that was just added from the PG explorer results on the left.

-       Click on Add Peripheral.

-       In the Peripheral tab, enter a Name and a Peripheral Name. Select the client type as Expert Advisor. Enter /ExtendedAgent under Configuration parameters. Check the   Enable Post routing” and “Peripheral auto configured” options:

-       Select the Routing client tab. Enter the required information. Select “NONE” under the Default media routing domain.

-       Select the Advanced tab. Ensure that the “Agent auto-configuration” option is not checked.

-       Click Save. Write down the Peripheral ID available in the Peripheral Tab, this will be needed when adding the Expert Advisor PG while running ICMSetup.

Installing the Expert Advisor PG

Install the Expert Advisor PG software on a separate server or on the same server as the Agent PG. Note that there is a limit of 2 PG types on the same physical server, so for example, a Generic PG, Expert Advisor PG, and MR-PG can’t be installed on the same physical server. Also note that Expert Advisor can be deployed simplex or duplex. This guide covers the simplex deployment. With a duplex deployment, another Expert Advisor PG needs to be installed for the second Expert Advisor run-time server.

On the server where the Expert Advisor PG will be installed, perform the following steps:

-       Run icmsetup.exe from the CD/DVD media

-       Click on “Peripheral Gateway” to add the new Expert Advisor Peripheral.

-       In the Peripheral Gateway Properties, check the “Production mode” and “Auto start at system startup” options. Check the “Duplexed Peripheral Gateway” if deploying a duplexed Expert Advisor. Select the Expert Advisor client type. Click on Next.

-       On the Peripheral Gateway configuration, enter the Peripheral Gateway Logical controller ID that was generated when adding the Expert Advisor PG by the Configuration Manager on the Admin Workstation.

-       Click on Add... in the Peripheral Interface Managers section.

-       Make sure that the Client Type is Expert Advisor . Select PIM 1 and click on OK.

-       In the Expert Advisor Configuration dialogue, select “Enable”. Enter the Peripheral name, Peripheral ID that was assigned by the Configuration Manager on the Admin Workstation. Enter the Expert Agent Runtime Server name and configure 42067 for the Expert Agent Runtime Server port. Click on OK.

-       In the Peripheral Gateway Component Properties page, Click on Next

-       On the Device Management Protocol Properties, set “Side A preferred” option and click Next.

-       Enter the name or IP addresses for the visible and private interfaces of the PG and Router. Optionally, enable QoS for these interfaces as desired. If the Expert Advisor PG is not duplex, do not enter the information of the PG side B. Click Next.

-       Review the PG setup information and click Next to complete the installation of the PG.

This new Expert Advisor PG has to be added in the Call Router Peripheral Gateway list.

For that, on the server where the Call Router is installed, perform the following steps.

-       Run C:\icm\bin\ICMSetup.exe.

-       Select the router and click on Edit.

-       On the Router Properties page, click on Next.

-       On the Router Component Properties page, click on Next.

-       Add the new Expert Advisor PG number in the list. In our case, we are adding a second PG.

-       Accept the current settings and click on Next for the following screens.


This section will cover CUCM, CUP, and UCCE configuration.

CUCM Configuration

Proceed to the following steps to configure CUCM.

-       Create a CTI RP since this guide assumes that the calls are IP originated. Note that alternatively, IP originated calls could be sent to directly to a Route Pattern. In this case, or if calls are coming directly to CVP via a PSTN GW, you don’t need to go through these steps relative to CTI Route Points.

-       Associate the CTI-RP to the jtapi user that the Agent PG is using to connect to CUCM

Add the CUP server in the Application server Configuration:

If the knowledge worker will use CUPC as a softclient, create a phone device on CUCM for the CUPC softclients by selecting Device > Phone > Add New. Select the Cisco Unified Personal Communicator Phone Type.

The device name must start with UPC capital letters and must be followed by the username of the expert advisor that will use the client. Also add a line to this device.

Add knowledge workers (Expert Advisor end users) in CUCM by selecting User Management > End User.

Associate the CUPC (if using a softphone) and/or the deskphone (if using the deskphone mode).

In the Directory Number Association field, select the primary Extension for the user.

If allowing CTI deskphone mode for the users, make the user part of the Standard CTI Enabled user group

For each Expert Advisor end user, go to their phone configuration and then line configuration, go to the section Users Associated with Line, and associate the end user (knowledge worker) that will use this phone.

This will change the CUPC client availability to “On the Phone” when the expert advisor user goes off hook on one of his associated phone devices.

Add a CUCM user for each Expert Advisor Runtime server. This is the Expert Advisor system user.

Note: If this is not done, the Expert Advisor runtime server might run in “partial-service” and the connection from the Expert Advisor PG to the Expert Advisor runtime server will not be successful.

Enable presence and CUPC capabilities for the Expert Advisor end users and also for the Expert Advisor system user (system user that the Expert Advisor runtime server uses to connect to CUP).

In System > Licensing > Capabilities Assignment, enable CUP and CUPC for each Expert Advisor end user:

Configure a SIP Trunk between CUCM and CUP server (enter the IP address of the CUP server in the Destination Address field).

CUP Configuration

CUP is required in an Expert Advisor deployment.

CUP will provide the presence information to the Expert Advisor run-time servers and to the knowledge workers. CUP will also be used a SIP proxy for the SIP messages between the Expert Advisor run-time servers, CUCM, and optionally, the Voice Gateway and VXML Gateway.

Follow the following steps to configure CUP.

-       Activate the Cisco UP SIP Proxy, Cisco UP Presence and Cisco UP Sync Agent Services

-       Go to Presence > Routing > Static Routes

-       Add routes to the Expert Advisor Runtime server

-       Create a Presence Gateway so that Unified CM can send presence information to the Cisco Unified Presence Server.

-       Go to Presence > Presence Gateways and click on Add New to add a Presence Gateway. Set the Presence Gateway Type to CUCM, enter a description, and enter the IP address of the CUCM.

-       Configure a Proxy Domain so that CUPC users can connect to the CUP server to obtain presence information. In order to do that, go to System > Service Parameters and select the Cisco UP SIP Proxy service. Set the Proxy Domain field to the correct DNS domain.

-       Configure Incoming ACL and specify which hosts, domains, and CUPC clients can access CUP Server. In order to do that, go to System > Security > Incoming ACL and add entries for the devices that communicate with Cisco UP Server.

-       Configure TFTP Server for CUPC. In order to do that, go to Application > Cisco Unified Personal Communicator > Settings

-       Add SIP Publish capability to the SIP trunk between CUCM and CUP. This will allow CUCM to provide phone presence information to CUP server. In order to do that, go to the CUP server, Application > Presence > Settings. Check the Enable SIP Publish on CUCM, and select the SIP trunk configured on CUCM

Note: Another way to do this is to go directly to the CUCM admin page, Service Parameter, select the Cisco CallManager service, and select the SIP trunk in the field CUP Publish Trunk

The following section covers LDAP configuration as well as deskphone control for the Expert Advisor end users, whether they use Microsoft Office Communicator or Cisco Unified Personal Communicator.

LDAP is required for users to be able to add other users as their contact and get their presence status. Even though LDAP is an optional component of the Unified Expert Advisor system and is not required for routing requests, it is recommended to configure LDAP.

Go to Application > Cisco Unified Personal Communicator > LDAP Server and enter the information of your LDAP server.

Go to Application > Cisco Unified Personal Communicator > LDAP Profile

Enter the information of your LDAP directory and then click on Add Users to profile. The users that are shown are the users entered in CUCM that were downloaded into CUP server, with the right capability settings configured in CUCM administration page.

If you are deploying OCS/LCS and want to enable deskphone control with CUPC, go to Application > Deskphone Control > Settings

Select On for the Application Status and enter the jtapi CtiGw information and CTIM information.

Also go to Application > Deskphone Control > User Assignment and check the Enable Deskphone Control checkbox

If you use Cisco Unified Personal Communicator and want to enable deskphone control, configure the CTI Gateway information. In order to do that, go to Application > Cisco Unified Personal Communicator > CTI Gateway Server. Configure the CUCM subscriber / CTI Manager that will process the CTI control from Cisco Unified Personal Communicator.

Also configure the CTI Gateway profile. For that, go to Application > Cisco Unified Personal Communicator > CTI Gateway Server. Add the users that will be able to use Deskphone mode.

Expert Advisor Configuration

This section covers Expert Advisor configuration.

Go to http://<EA-ip-address>

Expert Advisor system can be deployed with expert advisor users using either Cisco Unified Presence or Microsoft Office Communicator. Select the type of IM clients client the knowledge workers will be using.

Go through the Guided Configuration Wizard

Upload the license. If not, the system comes with a default license of 5 users.

Configure the Primary Runtime Server. In the CUP user field, enter the CUP user that Expert Advisor runtime server will use to connect to the CUP server (CUP user for the Expert Advisor system user) and not the Administrator username used to administrate the CUP server.

Configure the secondary Runtime Server in case you are deploying a HA Runtime server. Select Skip otherwise.

Configure an Expert Advisor reporting server. Select Skip if you do not deploy a Expert Advisor reporting server.

Configure an AD server.

Configure the ICM translation route. These DNIS numbers need to be routable by your system (for example, a route for these DNIS needs to exist in the CUP SIP Proxy).

Configure the Cisco Unified Presence servers

Verify the configuration summary

In the System Management tab, click on Synchronize Presence Users

Select the Synchronization tab, click on Synchronize Now. Among other tasks, this will download the list of users from the CUP server.

Add Expert Advisor end users. In order to do this, in the Daily Management tab on the left of the screen, click on Expert Advisors. Click on Add New. Select the users from CUP.

Configure settings for the expert advisor users and click on Add as Expert Advisors.

Create a skill for the experts. In order to do this, in the Daily Management tab, select Skills. Click on Add New.

Enter a name for the Skill and click on Add in the Expert Advisors section.

Select the users that will belong to this skill and click on Add and Close.

Click on Save.

Create an Assignment Queue, which is equivalent to a skill group from the UCCE Call Router perspective. In order to do this, in the Daily Management tab, select Assignment Queues. Click on Add New. Enter a Name for the assignment queue. Enter an incoming label. This label does not need to be routable by the CUP SIP Proxy, it’s an internal label used between Expert Advisor run-time server and ICM. Select the other appropriate settings. Click on Save.

Click on the Membership tab.

Add the expert advisor users that should belong to this assignment queue. Click on Add and Close.

Start the Expert Advisor runtime service. In order to do this, go to Serviceability > Control Center. Select the runtime server and click on Start. The status should be in “Running (in service)”.

UCCE Configuration

On the AW, open Configuration Manager.

Select the PG for expert advisor and click on Retrieve.

Click on Add Network Trunk group. Enter a name for the Network trunk group.

Click on Add Trunk. Provide a Peripheral name, and select Use Trunk Data for the Trunk count.

On the Unified ICM Configuration Manager, select Explorer Tools > Skill Group Explorer.

Select the Expert Advisor PG, select Retrieve. You should see the Skill Group / AssignmentQueue that was configured on Expert Advisor. Click on Add Route and add the route information. Click on Save. This adds a new button, Add Peripheral target. Click on that button. Enter the DNIS that should be the same as the Incoming Label configured on Expert Advisor Operations Console. Select the Expert Advisor Network trunk group. Click on Save. Click on Add Label. Select the Expert Advisor PIM. Enter the label that should be the same as the DNIS entered above. Click on Save.

The following paragraph covers the configuration of the translation routes.

On Configuration Manager, select Explorer Tools > Translation Route Explorer.

Select the PG for the Expert Advisor runtime server. Click on Retrieve.

Click on Add Translation route. Enter a name for the translation route. Click on Add Route.

Enter a name for the Route and click on Save.

Click on Add Peripheral target. Enter the DNIS to send the call to Expert Advisor runtime. Select the Network trunk group and click on Save.

Click on Add Label. Select the CVP Routing client, enter the label (same as the DNIS configured for the Peripheral target). Click on Save.

Repeat those steps for other Translation Routes assigned to Expert Advisor.

Configure a Call Type

In Configuration Manager, go to List Tools > Call Type List Tool.

Click on Add. Provide a name.

Create a Dialed Number for the Expert Advisor. This is the number that customer or agent will dial to reach an expert advisor user.

In Configuration Manager, go to List Tools > Dialer Number / Script Selector List and create a Dialed Number for the CM Routing Client.

Go the Dialed Number Mapping tab. Click on Add…. Select the Call type you created for Expert Advisor.

Go the Dialed Number Label tab and click on Add…. Select all the translation routes configured for Expert Advisor and press OK.

Click on Save.

Create Network VRU Scripts

In Configuration Manager, go to List Tools > Network VRU Script List, create 3 scripts: requery_busy, requery_connect_failure, and requery_ma.

In configuration Manager, go to Explorer > Service Explorer.

Create the ICM Script.

If using CUPC in the deskphone mode, you might see the following error message when the expert advisor is replying with a yes that you won’t see in the softphone mode.

As a workaround, configure the Phone Numbers in the Expert Advisor page.

Other configuration

Microsoft Office Communicator Integration

For Microsoft Office Communicator Integration, during the Expert Advisor installation, select the MOC deployment.

There must be two DNS domain names since the integration between Cisco Unified Expert Advisor and Microsoft Office Communicator is done via inter-domain federation. It is recommended to have the CUP server and Expert Advisor servers in one DNS domain, and the other servers in the other DNS domain. This guide uses the following DNS domain.

CUP Server, Expert Advisor server:


Note: LDAP server and LDAP profile must be configured if you want CUP users to ping each other.

In this document, for simplicity reasons, we will describe the inter-domain federation using TCP, without ASA and Microsoft Access Edge servers.

CUP configuration

In Presence > Inter Domain Federation, enter the federated domain name in the Domain Name field. Select CUP to LCS/OCS from the Integration menu.

In Presence >  Routing >  Settings,

In System > Service Parameters, select Cisco UP SIP Proxy .

Verify the Proxy Domain.

Make sure Record-Route is turned on.

Enter the FQDN value for the Federation Routing CUP FQDN.

In Presence > Routing > Static Routes, configure the route to the OCS domain.

Make sure to select the route type as Domain. Enter the IP address or FQDN of the OCS server.

OCS Configuration

Open Microsoft Office Communicator Server 2007 on the OCS server.

Right click on the server. Select Properties > Front end properties.

Click on the Routing tab. Add a route to reach the domain that the Cisco Unified Presence server belongs to. In the Next hop field, enter the FQDN or IP address of the Cisco Unified Presence server.

Click on the Host authorization tab on OCS. Enter the IP address or FQDN of the Cisco Unified Presence Server, depending on whether you configured IP address or FQDN in the previous step. Uncheck Outbound only. Check Throttle as Server and Treat as Authenticated.

Check your users are enabled for MOC and Federation.

Select your users and right click to display the Properties. Check that the users are enabled for MOC.

Click on Configure… for Other Settings. The users need to have Public IM Connectivity enabled.

Set the Federation CUP FQDN.

This is the screen shot of a knowledge worker user using Microsoft Office Communicator.

In this scenario, the call is sent to a Cisco IP phone registered to CUCM.

Configuration to perform Database Lookup and pass data to the expert

Prepare your Database/CRM. Make sure you configure a primary key in your table.

If you have Microsoft SQL, you can verify the credentials and table content by doing:

Sqlcmd –U <username> -P <password>

1>Select * from <table> where <column> = <value>

2>Go 1

For example:

Run C:\icm\bin\ICMSetup.exe

Select the Database Routing option.

Go to the CallRouter registry using regedit.

HKEY_LOCAL_MARCHINE\SOFTWARE\Cisco Systems, Inc.\ICM\<instance>\RouterA\Router\CurrentVersion\Configuration\Database

For the SQLLogin key, enter the information of your database:

\\<ipaddress>\<table>=(<username>, <password>)

Note: You need to do that only on one side. This setting will be automatically replicated to the other side.

In ICM Configuration, open the DB Lookup Explorer.

Enter a name for the Script Table. For Side A and Side B, enter the DB server information with DB name and table as: \\<IPorHostname>\<DB>.<Table>

In the ICM script, perform add a DB Lookup step to select the row you are looking for.

For example, if the account number should match “12345”, then enter the following information in the DB Lookup step.

Then, you can retrieve the other column for this record.

In the following example, we set the PeripheralVariable1 to the AccountNumber column of the DB record, using the set step. Later on, with Expert Advisor, we will map this Peripheral Variable1 to an Expert Advisor variable, also called Expert Advisor attribute.

On Expert Advisor OAMP, if you want to display this information to the expert, create new Attribute Definitions. Go to Daily Management, select Attribute Definitions.

Add new attribute definitions. Click on Disabled in the In Expert Advisor Client.

In Contact Attribute Sources, map the new Attribute Definitions to Variables you use in the ICM script

Modify the messages sent to the expert.

Go the Daily Management > Message Sets. You can for example use the Clone functionality to clone the System Defined Message for English.

Edit the new message set and choose the To Expert tab

Edit the Contact Offer Request Notice.

Edit the Contact Offer Notice.

The dialogue with the Expert will then looks like:

For more information on DB Lookup, consult the Scripting and Media Routing Guide for Cisco Unified ICM/Contact Center Enterprise & Hosted and the Administration and Configuration Guide for Cisco Unified Expert Advisor 7.6(1).


Staging Guide for Cisco Unified ICM/Contact Center Enterprise & Hosted, Release 7.x(y)

Installation and Configuration Guide for Cisco Unified Contact Center Enterprise, Release 7.5(1)

IPCC Administration Guide for Cisco Unified Contact Center Enterprise, Release 7.5(1)

Installation Guide for Cisco Unified Expert Advisor 7.6(1)

Administration and Configuration Guide for Cisco Unified Expert Advisor 7.6(1)

Cisco Unified Presence, Release 7.x – Installation and Upgrade,_Release_7.x_--_Installation_and_Upgrade

Installation and Upgrade Guide for Cisco Unified Customer Voice Portal, Release 7.0(2)

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Last update:
‎03-23-2010 03:06 PM
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