COC Configurator

What Is the COC Configurator?

The COC Configurator is a web-based tool for managing the configuration of the COC system. It allows authorized users to manage clients, organize them into groups, set up HTML panes, and — for administrators — adjust system-wide settings and monitor live system activity.

The application runs in a web browser and communicates with the COC server in real time. No installation is required on your computer.

Roles and Access Levels

The Configurator recognizes two types of users:

Administrator

Administrators have full access to all sections of the application:

• Clients
• Groups (including the Admins assignment tab)
• Group Admins
• HTML Panes
• Settings
• Monitoring

Group Admin

Group admins have access to a subset of sections:

• Clients
• Groups (the Admins assignment tab is not visible)
• HTML Panes

Launching the Application

The Configurator is accessed through Callisto, the main application platform. Your administrator will provide you with a Callisto username and password.

To open the Configurator:

1. Log in to Callisto with the credentials provided by your administrator.
2. In the navigation bar on the left side of the screen, find and click the COC section.
3. A dropdown menu will appear — select Configurator from it.

A brief loading animation is displayed while the application connects to the COC server. Once the connection is established, the main screen appears.

Navigation Bar

At the top of the screen is the navigation bar. It contains tabs that let you switch between different sections of the application. The tabs available to you depend on your role:

Click any tab to switch to that section. The currently active tab is highlighted.

Connection Status

While the application is connecting to the server, a loading animation is displayed in the center of the screen. Once connected, it disappears and the content of the selected section loads automatically.

Notifications

Short notification messages appear in the corner of the screen to confirm actions or report errors. They disappear automatically after a few seconds. Examples:

• "Changes saved successfully" — your changes were accepted by the server.
• "Failed to save changes" — something went wrong; try again or contact your administrator.
• "Tracing enabled successfully" — a tracing session has started (Monitoring section).

Clients

The Clients section lists users (clients) and allows you to review and edit their settings. The list of clients you can see depends on your role:

• Administrator — sees all clients in the system.
• Group Admin — sees only the clients who are assigned as members in the groups you administer.

Adding a New Client

New clients are created in Callisto, not in the Configurator itself. Once created in Callisto, the client will automatically appear in the Configurator's Clients section.

To add a new client:

1. In Callisto, open the navigation bar on the left side and click the User section.
2. From the dropdown menu, select Userlist to find an existing user, or New user to create one from scratch.
3. In the user view, scroll to the COC Proxy section.
4. Select the option to create a COC Client for this user.
5. Click Save at the bottom of the view.

The user will now appear as a client in the Configurator.

Viewing and Searching Clients

When you open the Clients tab, a table of clients is displayed, sorted alphabetically by username.

To find a specific client, type their name in the search bar at the top. The list filters in real time as you type.

Editing a Client

To edit a client's settings, click the Edit button (pencil icon) next to their name in the table. A dialog window opens with the client's current configuration.

The dialog contains the following settings:

Permissions

A list of checkboxes showing what the client is allowed to do within the system. Check a box to grant a permission; uncheck it to remove it. The available permissions are defined by the system and may vary per installation.

Masked Digit Count

Controls how many digits of phone numbers are hidden (masked) when displayed for this client. Use the dropdown to select a value from 0 (no masking) to 9, or All to mask the entire number.

This setting is useful for privacy — for example, to prevent a user from seeing full phone numbers.

Fallback Options

Determines what happens if a call cannot be completed normally. Three options are available:

• No fallback — the call fails with no alternative action.
• On initiator number — the call is redirected to the number that initiated it. When this option is selected, a Fallback timeout field appears.
• On custom number — the call is redirected to a specific phone number that you enter. When this option is selected, a Custom number field and a Fallback timeout field appear.

Custom Number

Visible only when On custom number is selected. Enter the phone number to which calls should be redirected.

Fallback Timeout

Visible when either On initiator number or On custom number is selected. Specifies how many seconds the system waits before triggering the fallback. The allowed range is 4 to 300 seconds. Use the + and – buttons to adjust the value.

Groups

The Groups section lets you organize clients into logical groups. Groups are used to control what each client can see and access in the COC Client application.

Viewing Groups

When you open the Groups tab, a list of groups is displayed. You can use the search bar to filter by group name. The groups you can see depend on your role:

• Administrator — sees all groups in the system.
• Group Admin — sees only the groups they are assigned to administer.

Creating a New Group

Click the Create new group button above the group list. A dialog window opens where you can define the new group's name and configure its assignments.

Editing a Group

Click the Edit button next to a group's name to open its editing dialog. The dialog contains the following:

Group Name

The name of the group. This field is disabled for system groups and cannot be changed.

Group Owner

A dropdown that lets you assign an owner to the group. The owner is a client from the list of available clients.

Assignment Tabs

Below the group name and owner, there are tabs that let you manage what is assigned to this group. Click a tab name to switch between them.

In each tab, the left-hand list shows items currently assigned to the group. The right-hand list shows items available to be added. To move items between lists, select them first and then use the action button located below the lists (the button label changes depending on the context — Assign, Unassign, or Exchange).

Members

Members are the users who make up this group. The Members tab lets you define which users belong to the group.

If you are a Group Admin, the list of users you can choose from is limited to members of the groups assigned to your scope. You will not see users outside of that scope.

This tab is disabled for system groups.

Associated

Associated clients are the COC Client application users who can see this group in their contacts sidebar. Assigning a client here makes the group visible to them in the COC Client application.

If you are a Group Admin, the list of clients available to assign is limited to members of the groups in your scope — the same restriction that applies to the Members tab.

Monitoring

Monitoring clients are Operators who are given the ability to monitor live calls within this group and to coach other agents during those calls. Assigning a client here grants them that capability for this group.

If you are a Group Admin, the list of clients available to assign is limited to members of the groups in your scope.

Panes

The Panes tab shows which HTML Panes are assigned to this group. Assigned panes will be visible to the group's clients in the COC Client application.

Adding and removing works the same way as the Members tab.

Admins [Administrator only]

The Admins tab is visible only to Administrators. It shows which Group Admins are responsible for managing this group.

Adding and removing works the same way as the Members tab.

Deleting a Group

To delete a group, click the Delete button (trash icon) next to its name in the group list. A confirmation dialog will appear asking you to confirm. Click Confirm to proceed, or Cancel to abort.

Group Admins [Administrator only]

The Group Admins section manages users who have the Group Admin role. Its sole purpose is to define the scope of each Group Admin — that is, which groups' members they are allowed to see and assign when editing the groups they administer.

Being assigned to a Group Admin's scope does not give them any management rights over those groups. It only determines the pool of users they can pick from. For example, if Group Admin A has groups X and Y in their scope, they can only assign users who are members of group X or Y — no one else will be visible to them.

Adding a New Group Admin

Group admins are created in Callisto. Once assigned the Group Admin role there, the user will appear in the Configurator's Group Admins section where their scope can be configured.

To add a new group admin:

1. In Callisto, open the navigation bar on the left side and click the User section.
2. From the dropdown menu, select Userlist to find an existing user, or New user to create one from scratch.
3. In the user view, scroll to the COC Proxy section.
4. Select the option to assign the Group Admin role to this user.
5. Click Save at the bottom of the view.

The user will now appear in the Group Admins section of the Configurator, where you can set their scope.

Viewing and Searching Group Admins

When you open the Group Admins tab, a list of all users with the Group Admin role is displayed, sorted alphabetically. Use the search bar at the top to filter by name.

Setting a Group Admin's Scope

Click the Edit button next to a group admin's name to open their editing dialog. The left list shows groups currently in their scope; the right list shows groups available to add.

Select a group and use the button below the lists to Assign or Unassign it.

HTML Panes

HTML Panes are custom web content panels embedded inside the COC Client application. Each pane loads a web page from a URL you define and is assigned directly to specific clients (users). Clients assigned to a pane will see it displayed inside their COC Client application.

Viewing Panes

When you open the HTML Panes tab, a list of all configured panes is shown. Each entry displays the pane name.

Creating a New Pane

Click the Create new HTML pane button above the list. A dialog window opens with the following fields:

• Pane name — the display name for this pane.
• Pane URL — the web address of the content to be loaded inside the pane.
• Assigned clients — the list of clients (users) who will see this pane in their COC Client application.

Fill in the fields and click Save.

Editing a Pane

Click the Edit button next to a pane's name to open its editing dialog. You can update the pane name, URL, and the list of assigned clients.

Deleting a Pane

Click the Delete button next to a pane's name. A confirmation dialog will appear. Click Confirm to delete the pane permanently, or Cancel to abort.

Settings [Administrator only]

The Settings section contains system-wide configuration options. Changes here affect the entire COC installation.

Use the search bar at the top to quickly find a specific setting by name.

After adjusting settings, use the Save button to apply all changes, or Reset to discard any unsaved changes and restore the last saved values.

JTAPI Settings

JTAPI settings control how the COC server connects to the Cisco Unified Communications Manager (UCM).

Advanced JTAPI Settings

The following settings are visible when Enable JTAPI security is enabled:

Global Settings

Global settings control general system behavior.

Saving and Resetting Settings

Click Save to send all current settings to the server and apply them.

Click Reset to undo any changes you have made since the last save and return to the previously saved values.

Monitoring [Administrator only]

The Monitoring section provides a real-time view of what is happening in the COC system — which devices are active, what calls are in progress, and what the system logs are recording.

Accessing Monitoring Mode

Monitoring is accessed through Callisto, the same way as the Configurator:

1. Log in to Callisto with your administrator credentials.
2. In the navigation bar on the left side, click the COC section.
3. From the dropdown menu, select Monitoring.

Once open, the screen shows four monitoring views: Providers, Terminals, Calls, and Traces. Click each tab to switch between them.

Providers

The Providers view shows the current status of each telephony provider connected to the COC system. Each provider is displayed as a colored indicator:

This view updates automatically in real time.

Terminals

The Terminals view shows a table of all telephony devices (terminals) registered in the system, along with their current state. The table includes the following columns:

You can sort the table by clicking on a column header, and filter by typing in the search bar.

Calls

The Calls view shows a live table of all active calls currently in the system. The call duration counter updates every second. Calls that end are removed from the table automatically.

Traces and Logging

The Traces view allows you to enable system logging for diagnostic purposes. Use this section when troubleshooting issues at the request of your administrator or support team.

Enable Tracing

Check the Enable tracing checkbox to start a logging session. Uncheck it to stop.

Trace Level

Select the level of detail for the logs from the dropdown:

Trace Duration

Enter the number of minutes the tracing session should run. The maximum duration is defined by the system setting Max logging duration (see section Global Settings). The current maximum is shown next to the input field. This field is disabled while tracing is active.

Started By

When tracing is active, the username of the person who started the session is displayed below the settings.

Downloading Traces

Once a tracing session has ended, click the Download latest traces button to download the most recent log file to your computer. The button is available only when tracing is not currently running.

The file will download automatically to your browser's default downloads folder.