UCx Notifier - Administration

Accessing the UCx Notifier System

To log in to the Notifier system perform the following steps:

  • Enter the IP address of your UCx in the address field of your browser using http. For example: http://192.168.1.200
  • If you do not see the UCx Notifier login screen, try entering the IP address with the port number 4001. For example: http://192.168.1.200:4001
  • ​Login with the following default superadmin account and password:
  • Click the Sign in button

To access the UCx Web-based administration tool, enter the IP address of your UCx using https. For example: https://192.168.1.200.
Or use the link provided on the UCx Notifier login page: UCx Administration? Login Here.

After logging in, the first page displayed will be the main Notifier page.

Accessing Admin pages

From the main Notifier page, select the Admin link from the top menu bar. The Admin page provides access to the following pages:

  • Contacts
  • Categories
  • Groups
  • Reports
  • Backup & Restore
  • Roles
  • Users

To return to the main Notifier page, select the Notifier link from the top menu bar.

Managing Users

User accounts are required to operate the Notifier application. Each user is assigned a User Role, users without a role have permission to Initiate and monitor the system. One of the following two roles can be added to a user allowing extra capabilities:

Role Permissions Default Account
admin Ability to enter the admin area.
Can Add/modify/delete contacts, categories, groups, and reports.
[email protected]
superadmin Ability to enter the admin area.
Can modify settings and recordings.
[email protected]

The password for the two default accounts is emetr0tel (same as the default password for your UCx admin account) .


To access the Users page, perform the following steps:
  1. Login to the system as a user with superadmin access
  2. Select Admin link from the main Notifer page
  3. Select Users link from the Admin page


The main Users page provides a list of all the users on the system. Under the Actions column, you can View, Edit or Delete the user.

You can select multiple users using the checkbox and then click on Batch Actions button to select an action to apply to the selected users.

Add User

To add a new user perform the following steps:

  1. Click the New User button.
  2. Enter the Name, Email, Password and Password Confirmation.
  3. Select the appropriate Roles.
  4. Click the Create User button.
  5. A confirmation message is shown to indicate the user was successfully created.
  6. To return to the list of users, click on the Users link at the top menu bar.

Auto Login

Once the user is created, you can proceed to create token-based authentication for each user. Token-based authentication login means that a shortcut can be placed on the user's desktop such that, when clicked, the user is authenticated with the provided token and does not require entering a login email or password.

To use this feature, perform the following steps:

  1. From the Users page, Edit the desired user.
  2. Under the Authentication Token section, click on the Create Token button.
  3. When presented with the confirmation box, click on the OK button.
  4. The generated token value is now listed in the Authentication Token field.
  5. Copy the authentication token value and create the URL link for the user by appending the value:
        ?auth_token=<authentication_token_value>
    to the desired Notifier page URL address. Using the example in the screen capture above, the URL link will look something like this:
  6. Send the link to the user and the user can then proceed to either bookmark it or create a desktop shortcut for quick access without having to login.

Managing Groups

Create a group for each callout listed on the initiate notification page. 

To access the Groups page, perform the following steps:

  1. Login to the system as a user with admin access
  2. From the Admin tab, select Groups


The main Groups page provides a list of all the groups in the system. Under the Actions column, you can ViewEdit or Delete the contact.

Select multiple groups using the checkbox and then click on Batch Actions button to select an action to apply to the selected groups.

You can also use the Filters box on the right hand side to search and filter the list. Enter the desired search criteria and click on the Filter button.

IMPORTANT: You must create groups with the exact name as defined in the configuration file.

 

Add Group

To add a new group perform the following steps:

  1. Click the New Group button.
  2. Enter the Name of the group (this name must match the name specified in the configuration file).
  3. Click the Create Group button.
  4. A confirmation message is shown to indicate the group was successfully created.
  5. To return to the list of groups, click on the Groups link at the top menu bar.

Managing Categories

Categories are used to prioritize the order of notifications to contacts belonging to a group. For example, the categories for a hospital might be Doctors, Nurses, and Administration, in that order. During a notification, the doctors will be called first, followed by the nurses and finallially the administration staff.  

To access the Categories page, perform the following steps:

  1. Login to the system as a user with admin access
  2. From the Admin tab, select Categories

By default, the None category is created and can be used for all your contacts. If you wish to organize your contacts by category, then create additional categories on this page.

The notificaiton priority of the categories is given by their order in the list, with the contacts belonging to the top category called first.

The list order can be changes by Draging and dropping the categories. This action is immediate and does not require saving the page.

Managing Contacts

To access the Contacts page, perform the following steps:

  1. Login to the system as a user with admin access
  2. From the Admin tab, select Contacts

The main Contacts page provides a list of all the contacts in the system. Under the Actions column, you can ViewEdit or Delete the contact.

Select multiple contacts using the checkbox and then click on Batch Actions button to select an action to apply to the selected contacts.

You can also use the Filters box on the right hand side to search and filter the list. Enter the desired search criteria and click on the Filter button.

Add Contact

To add a new contact perform the following steps:

  1. Click the New Contact button.
  2. Enter the First Name, Last Name and Email.
  3. Select the Category from the pull-down list (Default is None).
  4. Click the Add New Phone Number button to add a phone number.
  5. Select the appropriate Label and enter the Number to dial out.
  6. Repeat steps 4-5 to add more phone numbers.
  7. Select the desired group from the Groups box, hold the control key to select/deselect multiple groups.
  8. Click the Create Contact button.
  9. A confirmation message is shown to indicate the contact was successfully created.
  10. To return to the list of contacts, click on the Contacts link at the top menu bar.

Reports

To access the Reports page, perform the following steps:

  1. Login to the system as a user with admin access
  2. From the Admin tab, select Reports

The reports page provides a list of all the notifications that have been initiated. 

You can view the details of the notification by clicking on the View link under the Actions column.

Backup & Restore

To access the Backup & Restore page, perform the following steps:

  1. Login to the system as a user with admin access
  2. From the Admin tab, select Backup & Restore

This page allows you to backup or restore the application's configuration. To start a backup, click on the Backup Now button.

 

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