AnywhereNow SharePoint UCC Site Creator

Time to execute: approx. 10 min.

1. Supported SharePoint environments

UCC Creator for AnywhereNow On-Premise can be installed on the following environments:

• SharePoint Online (for Microsoft 365)
• SharePoint Server 2019 (July 2019 CU or higher installed)
• SharePoint Server 2016
• SharePoint Server 2013 (SP1 with March 2015 CU or higher installed)
• SharePoint Foundation 2013 (SP1 with March 2015 CU or higher installed)

We recommend keeping your SharePoint Server environments up to date with the latest SharePoint Service Packs and Cumulative Updates.

2. Global SharePoint Online Prerequisites

• Custom scripts should be allowed on created Site Collections

  • For more information about allowing custom scripts please visit:

    Allow or prevent custom script - SharePoint in Microsoft 365

• Custom App Authentication should be enabled

  • A global SharePoint administrator can enable this by running the following PowerShell commands (needs the latest SharePoint Online Management Shell for PowerShell):

    Get started with the SharePoint Online Management Shell

  For example:

  • Install SPO Management Shell from within Powershell (version 5.0 and higher)
    

  Copy

  PowerShell

  Install-Module -Name Microsoft.Online.SharePoint.PowerShell

  • Connect to your SPO Service

  Copy

  PowerShell

  Connect-SPOService

  • When prompted connect to the Url of your SharePoint Admin site (Like https://<your-company>-admin.sharepoint.com), and login with your administrator credentials.

  • Enable Custom App Authentication by running the below PowerShell:

  Warning

  This step (and hence every step hereafter) is not possible anymore for new tenants as of November 1st, 2024. For more information see Microsoft announcement on: https://aka.ms/retirement/acs/support

  Copy

  PowerShell

  Set-SPOtenant -DisableCustomAppAuthentication $false

  

•  

  • Resulting output should look similar to:

• Internal and external URL for SharePoint needs to be the same.
• If installing on Skype for Business 2019 server, then install Core v 6.5 or higher first.

Time to execute: approx. 5 min.

The model for SharePoint on Microsoft 365 without subsites requires each AnywhereNow UCC to be created and managed in its own Site Collection. (Available since UCC.Creator v8.2.0.7)

1. Create a new site

• In “SharePoint admin center”

• Navigate to “Active Sites”

• Click “+ Create”

• Click “Other options” (bottom of page)

2. Select a template

• In “Other Options”

• Expand “Choose a template” dropdown

• Select “More Templates” (Next page will open in a new browser tab!)

3. Enter Site Collection details

• Populate “Title” with the name of your UCC

• Populate the “Web Site Address” with the name of your UCC (just small letters, numbers and hyphens)

• Select “Teams Site (classic experience)” as template

• Select the a correct “Timezone” for this site and UCC. (This will be used by the UCC Business Hours for example, see:Business Hours)

• Select at least one Administrator account for this Site Collection

• Click “OK”

• The new Site Collection(s) will now be created and visible in the Active sites overview in the “SharePoint admin center”.

• The URL column will display the direct URL of each new Site Collection (for your single UCC).

Time to execute: approx. 5 min.

The legacy model for SharePoint Online with subsites allows each AnywhereNow UCC site to be created and managed in one Site Collection as a subsite per UCC.

1. Create a new site

• In “SharePoint admin center”

• Navigate to “Active Sites”

• Click “+ Create”

• Click “Other options” (bottom of page)

2. Select a template

• In “Other Options”

• Expand “Choose a template” dropdown

• Select “More Templates” (Next page will open in a new browser tab!)

3. Enter Site Collection details

• Populate “Title” with the name of your AnywhereNow Site Collection

• Populate the “Web Site Address” with the name of your AnywhereNow Site Collection (just small letters and hyphens)

• Select “Teams Site (classic experience)” as template

• Select the a correct “Timezone” for this site and AnywhereNow Site Collection. (This will be used by the UCC Business Hours for example, see: Business Hours)

• Select at least one Administrator account for this Site Collection

• Click “OK”

• The new Site Collection will now be created and visible in the Active sites overview in the “SharePoint admin center”.

• The URL column will display the direct URL to the Site Collection (for your multiple UCC's).

Time to execute: approx. 15 min.

1. Open the SharePoint Central Admin (to choose from start)

2. Choose Application Management

   

3. Choose View all site collections

   

4. See if there is a site collection you want to use, if not. Create one and continue with step 5.

5. Go back to the Central Admin page and this time, choose "Create site collections"

   

6. Fill in the details and follow the steps. But make sure you create a "Team Site" for SharePoint Server 2013 and 2016 or a "Team Site (classic experience)" for SharePoint Server 2019.

   SharePoint Server 2013 / 2016

   

   SharePoint Server 2019

   

7. Finished

Time to execute: approx. 5 min.

1. Generate your first ClientId and ClientSecret

• In browser, navigate to your UCC Site Collection

• Transform your UCC Site Collection URL to:

<Site Collection URL>/_layouts/15/AppRegNew.aspx

• Click “Generate” to generate a new Client Id

• Click “Generate” to generate a new Client Secret

• Populate “Title” with ,we suggest, the name of your OneUCC or AnywhereNow Site Collection.

• Populate “App Domain” with ,we suggest, the namespace of your corporate domain (can be anything except for the URL of this SharePoint site)

• Populate “Redirect URL” with ,we suggest, the URL of this SharePoint site.

• The final result should look like below:

• Click “Create” to Register this new App in your SharePoint’s app registry (a summary of app details will be given for your convenience and safeguarding on a next page after you click create).

2. Grant permissions to the AnywhereNow App for your Site Collection

• In a browser, transform your UCC Site Collection URL to:

<Site Collection URL>/_layouts/15/AppInv.aspx

• Populate the “App Id” field with the “Client Id” generated in the previous step.

• Click “Lookup” to auto-populate the three consecutive fields entered in the previous step.

• Populate the “Permission Request XML” with the exact xml code below:

<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl"/>
</AppPermissionRequests>

• The final result should look like below:

• Click “Create” to request these specific permissions for this app.

• A new page will appear to confirm and grant permission to this app by clicking the “Trust it” button

• The final result should look like below:

Time to execute: approx. 30 min.

Please start by following Microsoft's instructions on setting up your Microsoft Entra ID App-only with certificate on: https://learn.microsoft.com/en-us/sharepoint/dev/solution-guidance/security-apponly-azuread

• When a name is asked for the App registration requested on that article we suggest "AnywhereNow Ucc Site Creator".

• Where Application permission are requested please follow the example exactly (i.e. SharePoint, Application permissions, Sites, Sites.FullControl.All)
  

  Note

  Sites.FullControl.All is still required when using Subsites (aka the Legacy model. When using the OneUCC model Sites.Selected is allowed.)

• Remember to copy and safeguard the ApplicationID

• Remember to copy and safeguard the Password you entered during certificate creation (.pfx and .cer file).

• Remember to copy and safeguard the certificate .pfx and .cer file.

• You should know your Microsoft 365 TenantID

Time to execute: approx. 15 min.

A new Site Collection will have a several default components without AnywhereNow assets.

1. Adding AnywhereNow base Assets to your Site Collection

AnywhereNow site assets (images and JavaScript files) will be uploaded to the Site Collection and the UCC Creator List will be created.

1. Extract UCC.Creator.v8.x.x.x.zip

2. Navigate to folder UCC.Creator.v8.x.x.x

3. Edit configuration.xml

   • SiteCollectionUrl = URL of the site collection
     example: https://contoso.sharepoint.com/sites/ucc

   • SPversion = online, 2019, 2016, 2013 or foundation

     Option 1: Using Username and Password (only available for SharePoint Server)

   • Username = Username site collection admin (Only for SharePoint Server)

   • Password = Password site collection admin (Only for SharePoint Server)
     If Password encrypted ="True", encrypt the password by running "encryptpassword.ps1" script first. The PowerShell window should be executed with the credentials of the user that needs to use the encrypted password (i.e. the one running the ucc.creator script).

     Option 2 : Using AppId and AppSecret (only available for SharePoint Online)

   • AppId = Your Client Id (Only for SharePoint Online)

   • AppSecret = Your Client Secret (Only for SharePoint Online)

     

     Option 3 : Using Azure-AD-App and certificate (only available for SharePoint Online)

   • CertificateAppId = The Application ID of your Azure-AD-App with certificate, Learn More - Microsoft

   • CertificateTenantId = The TenantID of your SharePoint Online tenant.

   • CertificatePassword = The password of your certificate,
     If CertificatePassword encrypted ="True", encrypt the password by using the included "encryptpassword.ps1" script. The PowerShell window should be executed on the machine that needs to use the encrypted password (i.e. the one running the Ucc.Creator script).

   • CertificatePath = The path to the location where your certificate (.pfx) file is located on machine running this script.

     

4. Open PowerShell

5. Navigate to folder: UCC.Creator

6. Run "UCC.SiteCollection.Creator.ps1" and wait until the task is completed.

   

After Uploading the AnywhereNow Site Collection Assets, the Site Collection has more artifacts. Most important of which is the AnywhereNow UCC Creator list.

Time to execute: approx. 15 min.

A new Site Collection will have a several default components without AnywhereNow assets.

1. Adding AnywhereNow base assets to your Site Collection

AnywhereNow site assets (images and JavaScript files) will be uploaded to the Site Collection and the UCC Creator List will be created.

1. Extract UCC.Creator.v8.x.x.x.zip

2. Navigate to folder UCC.Creator.v8.x.x.x

3. Edit configuration.xml

   • SiteCollectionUrl = URL of the site collection
     example: https://contoso.sharepoint.com/sites/ucc

   • SPversion = online, 2019, 2016, 2013 or foundation

     Option 1: Using Username and Password (only available for SharePoint Server)

   • Username = Username site collection admin (Only for SharePoint Server)

   • Password = Password site collection admin (Only for SharePoint Server)
     If Password encrypted ="True", encrypt the password by running "encryptpassword.ps1" script first. The PowerShell window should be executed with the credentials of the user that needs to use the encrypted password (i.e. the one running the ucc.creator script).

     Option 2 : Using AppId and AppSecret (only available for SharePoint Online)

   • AppId = Your Client Id (Only for SharePoint Online)

   • AppSecret = Your Client Secret (Only for SharePoint Online)

     

     Option 3 : Using Azure-AD-App and certificate (only available for SharePoint in Microsoft 365)

   • CertificateAppId = The Application ID of your Azure-AD-App with certificate, Learn More - Microsoft

   • CertificateTenantId = The TenantId of your SharePoint Online tenant.

   • CertificatePassword = The password of your certificate,
     If CertificatePassword encrypted ="True", encrypt the password by using the included "encryptpassword.ps1" script. The PowerShell window should be executed on the machine that needs to use the encrypted password (i.e. the one running the ucc.creator script).

   • CertificatePath = The path to the location where your certificate (.pfx) file is located on machine running this script.

     

4. Open PowerShell

5. Navigate to folder: UCC.Creator.v8.x.x.x

6. Run "UCC.SiteCollection.Creator.ps1 -useSubsites" and wait until the task is completed.

   

After Uploading the AnywhereNow Site Collection Assets, the Site Collection has more artifacts. Most important of which is the AnywhereNow UCC Creator list. (Notice the capability to add subsites)

Time to execute: approx. 20 min.

1. Add UCC details to the UCC Creator List:

1. Go to the Site Collection that you have created

2. Navigate to Site Contents

3. Click on the list AnywhereNow UCC Creator

   

4. Enter values for the form fields and click on Save.

   

5. Open the regular PowerShell command window, run UCC.Creator.ps1. It connects to the AnywhereNow UCC Creator list with the credentials provided in configuration.xml and creates and populates items in the AnywhereNow UCC Site Collection for the UCC you just added to the list.

   

6. As you can see the site is created in the root of the Site Collection. (Note: UCC lists like "Agents" are in the same root/site as the "AnywhereNow UCC Creator" list):

   

7. If you go back to the list you will see that the added item has a URL now.

   The Provision Status is changed to Provisioned.

   

   Click on Site URL to open the UCC that is created.

   Tip

   Share this URL with the intended AnywhereNow UCC Manager(s) of your company.

Time to execute: approx. 20 min.

1. Add UCC details to the UCC Creator List:

1. Go to the site collection that you have created

2. Navigate to Site Contents

3. Click on the list AnywhereNow UCC Creator

   

4. Enter values for the form fields and click on Save. (Notice the existence of a "Parent" field to allow for sub-subsite models)

   

5. Open the regular PowerShell command window, run UCC.Creator.ps1 -useSubsites. It connects to the AnywhereNow UCC Creator site with the credentials provided in configuration.xml and a whole new UCC SharePoint subsite is created from the item you just added to the list.

   

   As you can see the sub site is created:

   

6. If you go back to the list you will see that the added item has a URL now.

   The Provision Status is changed to Provisioned. (Notice a second site request is pending)

   

   Click on Site URL to open the UCC that is created.