Management Portal

The UC Exchange Management Portal is a secure Web-based portal designed to simplify the process of establishing and managing UC federations with other members in UC Exchange. The Management Portal automates most of the federation workflow, saving your organization time and valuable IT resources.

The portal gives UC administrators the ability to manage all aspects of the federation process from one central location. Next Plane UC collaboration clearinghouse features


UC Exchange Federation Management Portal - dashboard
Located on the Management Portal, the UC Exchange Dashboard conveniently displays outstanding tasks and federation requests in one highly visible location.

The dashboard’s Tasks Table highlights tasks that need attention, including provisioning steps you should complete and whether you need to review and approve federation requests from other organizations. On top of that, the table will let you know if you need to complete any steps on your own UC platform to establish federation with other new domains and/or request new services.

The UC Exchange Dashboard also displays any outstanding federation requests sent to other federation-ready members in the Requests Table.

Provision UC Domains

Federation Management Portal - provision UC domains
UC administrators can easily provision (on-board) their UC domain(s) through the UC Exchange Management Portal. This includes the UC-specific steps required to establish federation between their UC domain(s) and the UC Exchange Federation Service.

Federation Self-Test

Federation Management Portal - federation self test
UC administrators can quickly verify that they have established a successful federation with UC Exchange by performing a quick test with the UC Exchange federation test application (Echo).

Federation Directory

Federation Management Portal - federation directory
The UC Exchange Management Portal provides a growing directory of federation-ready companies. Similar to a social network, the portal allows organizations to “friend” each other and to build their own business communities of partners by sending them federation requests. They can also send partner organizations invitations to join the exchange.

UC administrators can track the status of federation requests, receive notification of their approval or rejection, and receive confirmation that the federation is activated.

Request New Services

Federation Management Portal - request new services
From the Management Portal, UC administrators can also order NextPlane services and track the status of those services, including policies and disclaimer management.

Responding to Federations

Federation Management Portal - responding to federations
UC administrators can respond to federation requests from members of UC Exchange directly from the Management Portal. This includes receiving federation requests from other members; responding with approval, rejection or request more information; performing additional UC-specific steps to establish the federation; and receiving confirmation when federation has been successful.


Federation Management Portal - policies
UC administrators can manage company-specific policies for controlling the traffic that is allowed or denied across an organization’s federated domains and/or users (internal and/or external) within their domains from the Management Portal.

The Management Portal also gives UC administrators the ability to create, enable and disable, and reorder policies.


Federation Management Portal - disclaimers
UC administrators can create multiple custom disclaimers that will display at the beginning of a chat or multiuser chat session regardless of the UC platforms, including those that do not usually support this type of feature. Disclaimers can be set so that they are visible to the receiver only or visible to both the sender and the receiver.

Organizations typically use this feature to share legal, compliance and security advisories.

Reports and Analytics

Federation Management Portal - reports and analytics
The UC Exchange Management Portal provides detailed information that enables member organizations to measure user adoption and other important metrics across the organization and their partner community.

UC administrators can view and download charts and reports that track the monthly numbers of users and message volume within their companies and across their federated domains. In addition to that, they can track the number of monthly messages by type (chat vs. presence) and direction (send vs. received).
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