User Guide for the Cisco Unified Intelligence Center Reporting Application Release 9.0(2)
System Concepts and Navigation Controls
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System Concepts and Navigation Controls

System Concepts and Navigation Controls

Access Cisco Unified Communications Solutions Tools From Unified Intelligence Center

The Navigation drop-down menu at the top right of the Unified Intelligence Center Administration page has three Cisco Unified Communications Solutions tools:

Figure 1. Navigation Menu



To access these tools from a Member node, where x.x.x.x is the IP address of the member:
  • To access Unified Serviceability:http://x.x.x.x/ccmservice/

  • To access Unified OS Administration: http://x.x.x.x:/cmplatform

  • To access Disaster Recovery System: http://x.x.x.x:/drf

What to Do Next

To sign in to these tools, use the user name and password for the Installation Administrator account.

Cisco Unified Serviceability

Cisco Unified Serviceability is one of three system-level tools that Unified Intelligence Center shares with Cisco Unified Communications Solutions. The other two are Disaster Recovery System and Cisco Unified OS Administration.

To access Cisco Unified Serviceability, select it from the Navigation drop-down menu in the upper-right corner and click Go.

Cisco Unified Serviceability is a web-based troubleshooting tool, with four menus (Alarms, Trace, Tools, and SNMP). Unified Serviceability features are supported by and applicable to Unified Intelligence Center with exceptions noted in Unified Intelligence Center Notations.

Cisco Unified Serviceability features include the following:

  • Provides information on configuring alarms, traces, and SNMP
  • Saves alarms and events for troubleshooting and provides alarm message definitions.
  • Saves trace information to various log files for troubleshooting.
  • Monitors real-time behavior of components through the Unified Real-Time Monitoring Tool (RTMT).
  • Provides feature services that you can activate, deactivate, and view through the Service Activation window.
  • Provides an interface for starting and stopping feature and network services.
  • Generates and archives daily reports; for example, alert summary or server statistic reports.
  • Allows Unified Communications Manager and Unity Connection to work as a managed device for SNMP remote management and troubleshooting.
  • Monitors the disk usage of the log partition on a server.
  • Monitors the number of threads and processes in the system; uses cache to enhance the performance.

Information in the Cisco Unified Serviceability documentation is applicable to Unified Intelligence system.

Unified OS Administration

Unified OS Administration is one of three system-level tools that Unified Intelligence Center shares with Unified Communications Solutions. The other two are Disaster Recovery System and Unified Serviceability.

To access Unified OS Administration, select it from the Navigation drop-down menu in the upper-right corner and click Go.

Use Unified OS Administration to perform many common system administration functions. Unified OS Administration menus are as follows:

  • Show: How to view information on Cluster Nodes, Hardware Status, Network Configuration, Installed Software, System Status, and IP Preferences.
  • Settings: How to display and change IP settings, host settings, and Network Time Protocol (NTP) settings.
  • Security: How to manage certificates and how to set up and manage IPSec policies.
  • Software Upgrades: How to perform an upgrade and how to revert to a previous version.
  • Services: How to use the Ping and Remote Support features.

Install Custom Certificates


Note


To upload a custom certificate with alternate hostname, you need to set the alternate hostname using the CLI command set web-security. After you configure the alternate hostname, perform the following procedure to generate Certificate Signing Request (CSR) and to upload the certificates. Then, you can access Unified Intelligence Center by using the alternate hostname as well.

To avoid the certificate exception warning you must access the servers using the Fully qualified domain name (FQDN) name.


Procedure
    Step 1   Log in to Cisco Unified Operating System Administration (for example:-https://localhost:8443/cmplatform).
    Step 2   Navigate to Security > Certificate Management. The Certificate List window displays.
    Step 3   Click Generate CSR. The Generate Certificate Signing Request dialog box opens.
    Step 4   Select tomcat from Certificate name list.
    Step 5   Click Generate CSR to generate a certificate from a custom or third party certificate generation authority.
    Step 6   Download the CSR to your PC and use this CSR to obtain the Public certificate and primary certificate from CA.
    Step 7   Log in to OS platform again and navigate to Security> Certificate Management.
    Step 8   Click Upload Certificate/Certificate chain. The Upload Certificate dialog box opens.
    Step 9   To upload public certificate, select tomcat-trust from certificate name list drop down.
    Step 10   Select the file to upload by performing one of the following steps:

    • In the Upload File text box, enter the path to the file.
    • Click the Browse button and navigate to the file; then, click Open.
    Step 11   Click Upload File button.
    Step 12   Navigate to Security > Certificate Management and Click Upload Certificate/Certificate chain.
    Step 13   To upload primary certificate, select tomcat from certificate name list drop down.
    Step 14   Enter Root certificate name. This is a .pem file that is generated when the root/public certificate was installed. To view this file Navigate to certificate management > Click Find. In the certificate list .pem file name will be listed against tomcat-trust.
    Step 15   Follow step 10.
    Step 16   After successfully uploading the certificate, navigate to Security > Certificate Management.
    Step 17   Click Find to open the list of certificates.
    Step 18   Click on pem and der links against tomcat and tomcat-trust to see Certificate File Data.
    Step 19   Restart the server settings using the following commands:
    • utils service restart cisco tomcat
    • utils service restart Intelligence Center Reporting service

    Disaster Recovery System

    The Disaster Recovery System (DRS), Unified OS Administration, and Unified Serviceability are system-level tools that Unified Intelligence Center shares with Unified Communications Solutions.

    To access the DRS, select it from the Navigation drop-down menu in the upper-right corner and click Go.

    DRS provides backup and restore capability for servers in a Unified Intelligence Center cluster and allows you to perform regularly-scheduled automatic backups, and user-invoked data backups.

    See the DRS online help for topics that include:

    • Backup and Restore procedures
    • Creating and editing backup schedules
    • Starting a manual backup
    • Restoring a backup version and viewing restore status
    • Restoring a cluster
    • Error messages during a backup or a restore

    Information in the DRS online help is applicable to the Unified Intelligence system. See the following topics for DRS-related information that pertains to Unified Intelligence Center.

    Categories

    Certain Unified Intelligence Center Reporting objects are grouped in categories. Categories display in a "tree" format, where categories and sub-categories are represented as folders and items within categories are represented as pages.

    Figure 2. Categories

    There cannot be two objects with the same name within a category or a subcategory. There can be objects with the same name in two different sub-categories.


    Note


    Users with only execute permission on any dashboard category, report definition category, and report category can no longer create new entities and cannot modify existing entities within these categories. To create new entities and to modify existing entities, you must have write permission for the corresponding category, which you can request from the administrator. Users without access to a category can now access a report through the authorized permalink if they have execute permission for that report.


    Related References

    Create Sub-Category

    Procedure
      Step 1   To create a category or a sub-category, right-click the parent (category or sub-category) and select Create.
      Step 2   In the dialog box, enter:
      1. The category or sub-category name (using a maximum of 50 characters).
      2. The permissions for the Parent User group and the All Users group.
      Step 3   Click OK to save the category.

      Delete Sub-Category

      Procedure
        Step 1   To delete a sub-category, right-click its icon and select Delete. A dialog box appears that states that it will delete all of its children sub-categories and dashboards.
        Step 2   Click Yes to confirm the deletion. Click No to cancel.
        Step 3   Both Yes and No generate another dialog box confirming your action to delete or to cancel the deletion. Click OK to close this dialog box and complete the action.

        Drag and Drop Within Categories

        You can use drag and drop on dashboards, in report definitions, and in report managers to copy or move entities and categories.

        To use drag and drop to move and copy an entity, you must have Execute permissions for that entity.

        To copy, drag the single entity or category to the target folder while pressing the Ctrl key. A plus sign (+) appears beside the cursor to indicate that the copy operation has started.

        When you copy a large number of categories and entities, the copy operation might take longer.

        Rename Categories

        Procedure
          Step 1   To rename a category or a sub-category, right-click the sub-category icon and select Rename.

          A dialog box with a Rename To field appears.

          Step 2   Enter a new name of up to 50 characters and click Rename to proceed.

          Click Cancel to keep the original name.

          To rename, you must have Write permissions for the object.


          Permissions for Categories

          Categories are Unified Intelligence Center "objects", as are Reports, Report Definitions, Dashboards, Data Sources, Value Lists, and Collections.

          Permissions are set for objects and categories when you create them. They are enforced as follows:

          • WRITE: you can view a category, add a sub-category to it, move objects into it, rename it, delete it, and set permissions for it.
          • EXECUTE: you can add a sub-category and move (drag and drop) an item, such as a dashboard into this category. To add an item, you must have WRITE permissions to that item. After you move the item into a category, the original owner of the item can access it only if that user has WRITE permissions to the category that you modified.

          There are impacts for the permissions a user has for a category with respect to the permission that user has for the object/drawer. For example:

          • If the user has the Dashboard Designer role, but does not have any permission to a dashboard category, then the user cannot see that category or any dashboards it contains.
          • To delete an item from entities that have a tree structure such as Reports, Report Definitions, and Dashboards, you must have write permissions to the item that you want to delete and to its parent category. To delete a category, you must have write permissions to the category that you want to delete, to all the items and categories in this category, and to the parent category. These two rules are valid for all entities that have a tree structure.
          • If a user does not have access to a drawer, for example, to Dashboards, the user's permission to a category in that drawer is irrelevant. For example, if a user has WRITE permissions in the AllUsers group for a dashboard category, but that user does not have the Dashboard Designer role, the user can then delete that dashboard category.
          Related References

          Drawers

          The left panel of the Unified Intelligence Center Reporting interface contains drawers.

          Drawers are similar to menus: they group logically-related functions. Clicking (opening) a drawer in the left panel opens a page in the right panel or expands to show a list or tree of nested links.

          The tree display under some drawers replicates the display on the page that drawer opens. For example, the tree that displays when you expand the Dashboards drawer shows the same categories and dashboards as the Dashboard page.

          Figure 3. Drawers in Unified Intelligence Center Reporting Interface

          The User Roles assigned to you determine what drawers are enabled for you. For example, if you do not have the Dashboard Designer user role, the Dashboards drawer is dimmed and you can see a message that you cannot see the Available Dashboards.

          All users can see the Overview drawer and the Security drawer.

          Filters

          Many pages let you filter items to limit the number of results that appear in a given list. You can also filter items to find a specific item or a subset of items with similar values.


          Note


          Quickly clear a filter by clicking the Clear Filter button.

          Delete Multiple Items

          Some pages that contain lists of items allow you to delete one or more items at once.

          Procedure
            Step 1   Check the box to the right of the items.
            Step 2   Click the Delete button on the bottom left of the page.

            A confirmation dialog box appears.

            Step 3   Click OK in the confirmation dialog box to delete the items. In some cases, a deletion confirmation page may appear after the confirmation dialog box appears.
            Step 4   Click OK or Yes to delete the item.

            Online Help

            There is a Help icon on each page.

            Clicking Help opens a new window with a topic relevant to the window you are on.

            From a help topic, click the Navigation icon

            This opens the Table of Contents and displays the help functions such as Index and Search.

            Figure 4. Online Help Features

            Refresh

            The Refresh button on many Unified Intelligence Center Reporting pages allows you to refresh a page to see any changes another user might have made to it.

            Sort List of Items

            Any page that contains lists of items can be sorted by any field name.

            Procedure
              Step 1   Click the name of the field on the top of the column that you want to sort.

              The listed is sorted in ascending order for that column.

              Step 2   Click the name of the field again to sort the list in descending order.
              Step 3   Click any other field name at the top of the column to sort on that column.

              Stock and Custom Objects

              Unified Intelligence Center uses the terms Stock and Custom as follows:

              Stock objects are supplied by Cisco and are either installed with Unified Intelligence Center or can be imported and used with Unified Intelligence Center. Stock objects include:

              • Reports: To be imported and used with Unified Intelligence Center
              • Report Definitions for each of the Stock Reports
              • CUIC data source
              • UCCE Historical data source
              • UCCE Real Time data source
              • Value Lists for each of the Stock Reports
              • Agent Team Collections created through the UCCE User Integration feature.

              Note


              There are no stock dashboards.

              You cannot make changes to the Cisco stock objects and then save those changes.

              You can make changes to stock Reports and Report Definitions and then Save As to create new, cloned and renamed versions of them.

              There is no Save As function for the stock Value Lists. To create a custom version of stock Value Lists, create a custom Value List, copy the query from a stock Value List, and then edit it.

              Custom objects are any objects that were not installed with the product and include new reports and report definitions that were designed by a third party and imported into Unified Intelligence Center

              Your support provider cannot assist you in troubleshooting custom objects.

              Tabs

              Tabs organize content and facilitate navigation.

              When you open a drawer, or click an item within a drawer, the panel that opens pops up a tab at the top of the page, if it is not already opened.

              To close a tab in the Reporting application, click the x at the right of the tab label.