Avaya BCM 2.0 Call Center Reporting User Manual

Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide

1-800-4 NORTEL www.nortelnetworks.com

Table of contents

How to use this guide........................................................................5

Introduction............................................................................................................. 5

How this guide is organized................................................................................... 5

Other documents.................................................................................................... 6

System Overview ...............................................................................7

Introduction............................................................................................................. 7

System software..................................................................................................... 7

PC requirements .................................................................................................... 8

Installing Enterprise Edge 2.0 Call Center Reporting.....................9

Introduction............................................................................................................. 9

Installation prerequisites ........................................................................................ 9

Installing Enterprise Edge 2.0 Call Center Reporting Master Client software ....... 9

TCP/IP Protocol .............................................................................................. 10

Checking whether The Windows Networking Component Is Installed ........... 10

Installing Enterprise Edge 2.0 Call Center Reporting Master Client............... 10

Master Client PC File Sharing......................................................................... 11

Installing Enterprise Edge 2.0 Call Center Reporting software onto

additional PCs................................................................................................. 13

Installing Enterprise Edge 2.0 Call Center Reporting Multiple Client ............. 13

Troubleshooting Enterprise Edge 2.0 Call Center Reporting............................... 14

Folders created on the Call Center Reporting Multiple Client PCs...................... 16

Using Enterprise Edge 2.0 Call Center Reporting.........................17

Starting Enterprise Edge 2.0 Call Center Reporting............................................ 17

Entering Enterprise Edge 2.0 Call Center Reporting (Log In) ........................ 17

Exiting Enterprise Edge 2.0 Call Center Reporting Master Client (Log Out).. 18

Closing the RDB Server (on the Master Client PC)........................................ 18

Call Center Reporting Main Window.................................................................... 19

Level................................................................................................................ 19

View................................................................................................................. 20

System (System Manager level only) ............................................................. 20

Management-Info............................................................................................ 20

Window ........................................................................................................... 20

Help................................................................................................................. 20

Configuring Enterprise Edge 2.0 Call Center Reporting...............21

Introduction........................................................................................................... 21

Configure window tabs......................................................................................... 22

Company......................................................................................................... 22

Lines................................................................................................................ 22

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Table of Contents

Agents............................................................................................................. 23

Queues............................................................................................................ 23

Stat Time Bin................................................................................................... 24

Wallboard........................................................................................................ 24

Password ........................................................................................................ 24

Serial Port ....................................................................................................... 25

Wallboards ........................................................................................27

Introduction........................................................................................................... 27

Wallboard installation........................................................................................... 27

Wallboard configuration ....................................................................................... 27

Wallboard Settings.......................................................................................... 28

Wallboard Parameters ......................................................................................... 29

Wallboard Messages, Alarms and Schedules ..................................................... 30

Wallboard Messages ...................................................................................... 30

Wallboard Alarms............................................................................................ 32

Wallboard Schedules...................................................................................... 33

Statistical Settings...........................................................................35

Introduction........................................................................................................... 35

Statistical Set Up.................................................................................................. 35

Real Time tab.................................................................................................. 36

Traffic Analysis tab.......................................................................................... 36

Peak tab.......................................................................................................... 36

Average tab..................................................................................................... 36

Real Time Information......................................................................37

Introduction........................................................................................................... 37

Real Time screens ............................................................................................... 37

System level.................................................................................................... 37

Queue level..................................................................................................... 40

Management Reports.......................................................................42

Introduction........................................................................................................... 42

Accessing Current Reports .................................................................................. 42

Accessing Historical Reports ............................................................................... 43

Report Manager window ...................................................................................... 44

File................................................................................................................... 44

View................................................................................................................. 44

Report ............................................................................................................. 44

Window ........................................................................................................... 45

Help................................................................................................................. 45

Viewing Reports................................................................................................... 45

Report Types........................................................................................................ 46

Answered Call................................................................................................. 46

Abandoned Call Report................................................................................... 47

Incoming Call Report....................................................................................... 47

Agent Activity Report....................................................................................... 49

Average Time Report...................................................................................... 50

System Capacity Report ................................................................................. 51

Call Profile Report........................................................................................... 53

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Table of Contents

Agent Profile Report........................................................................................ 54

Summary Report............................................................................................. 55

Printing reports.....................................................................................................55

Abandoned Caller ID Report................................................................................ 56

Configuration Report............................................................................................ 58

Print Schedule...................................................................................................... 59

Index..................................................................................................61

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How to use this guide

Introduction

This guide is designed to assist a System Manager in the installation, set up and operation of Enterprise Edge 2.0 Call Center Reporting. Use this guide as an ongoing reference.

This chapter tells you what to expect as you read this guide and how information in this guide is presented.

How this guide is organized

The Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide is organized according to the following chapters:

How to use this guide System Overview

Reporting, provides a package checklist and explains the software involved.

Installing Enterprise Edge 2.0 Call Center Reporting

prerequisites and how to install the Enterprise Edge 2.0 Call Center Reporting Master Client and the Enterprise Edge 2.0 Call Center Reporting Multiple Client software from the Enterprise Edge

2.0. This chapter also provides diagnostic and recovery procedures for problems that might occur while setting up and operating Enterprise Edge 2.0 Call Center Reporting.

Using Enterprise Edge 2.0 Call Center Reporting

Edge 2.0 Call Center Reporting, including Logging In and Out, and the use of the RDB Server. This chapter also explains the menu options that appear on the PC screen.

Configuring Enterprise Edge 2.0 Call Center Reporting

company details, how to view and change line and agent information, how to name the queues. and how to assign Passwords for the Queues. This chapter also explains how to set the statistical time bins (for use in the management reports) and how to change your password.

Wallboards

Wallboard displays. This chapter also explains the use of Wallboard messages, Wallboard alarms and Wallboard schedules.

— describes how to configure Enterprise Edge 2.0 Call Center Reporting to drive

— provides a brief overview identifying the organization of this guide.

— describes the overall functionality of Enterprise Edge 2.0 Call Center

— describes installation

— describes starting to use Enterprise

— describes how to enter

Statistical Settings

suit your requirements.

Real Time Information

information provided by Enterprise Edge 2.0 Call Center Reporting.

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— explains how to tailor the analysis of the management information to

— describes how to access and view the Real Time management

System overview

Management Reports —

describes how to access and view the Current and Historic

management information collected by Enterprise Edge 2.0 Call Center Reporting.

Index —

provides an alphabetical list of information topics contained in this guide and the page

number of where the information is located.

Other documents

For more information about Enterprise Edge 2.0 Call Center, refer to the following documents:

x Enterprise Edge 2.0 Call Center Set Up and Operation Guide x Enterprise Edge 2.0 Voice Software Keycode Installation Guide

Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide P0911643 Issue 02

System overview

System Overview

Introduction

Enterprise Edge 2.0 Call Center Reporting is a Windows® software application that provides Real Time statistics and comprehensive management information on the day-to-day performance of your Enterprise Edge 2.0 Call Center system. Enterprise Edge 2.0 Call Center Reporting helps you manage the peaks and troughs in call traffic. The following Real Time information is available:

Call waiting times

Queue length

Agent status

Enterprise Edge 2.0 Call Center Reporting:

Provides a comprehensive range of management reports that has information critical

for accurate business planning

Has the ability to support multiple Wallboards which can be individually configured

to display the information that the agents require

System software

The software that sends data to Enterprise Edge 2.0 Call Center Reporting is integral to Enterprise Edge 2.0 Call Center and the Enterprise Edge 2.0. The Enterprise Edge 2.0 Call Center Reporting software has two separate components: the user interface (known as the Graphical User Interface or GUI) and the RDB Server.

The user interface is used to configure Enterprise Edge 2.0 Call Center Reporting and to view the management information.

One PC on your network must be running the Enterprise Edge 2.0 Call Center Reporting Master Client software (known as the Master Client). This is the PC which communicates with the Enterprise Edge 2.0 Call Center application. The Master Client PC gathers information (called event data) from the Enterprise Edge 2.0 and stores it on the hard disk. It is this stored information which provides the data for the reports.

The RDB Server is the program used to gather and store the event data sent from the Enterprise Edge 2.0. The RDB Server must be running whenever statistical data needs to be collected.

this reason, it is recommended that the RDB Server is operational at all times. There can be only one PC on your network running the Master Client software

so that other users may view the Enterprise Edge 2.0 Call Center Reporting Real Time screens

. However,

For

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System overview

and access the reports, other PCs on your network may be loaded with the Enterprise Edge 2.0 Call Center Reporting Multiple Client software (known as Multiple Clients).

Multiple Client PCs communicate with the Master PC, they do not communicate with the Enterprise Edge 2.0 directly. For Multiple Clients to operate, the RDB Server must be running on the Master Client PC.

operational at all times.

Both Master Client and Multiple Client PCs may be used to change the configuration of the Call Center Reporting software, to view and print reports and to display the Real Time screens.

For this reason, it is recommended that the RDB Server is

INSTALL BOTH SETS OF CLIENT SOFTWARE ON A SINGLE

MUST

BE RUNNING THE MULTIPLE CLIENT

DO NOT

PC. ONE PC ON YOUR NETWORK SHOULD BE NOMINATED AS THE MASTER CLIENT PC. ANY OTHER PC WHICH WILL RUN THE CLIENT SOFTWARE SOFTWARE. NO PC MAY BE USED TO RUN TWO SETS OF SOFTWARE, AND THE MASTER CLIENT SOFTWARE MUST ONLY BE RUNNING ONA SINGLE PC ON YOUR NETWORK.

PC requirements

The minimum requirements of the PC required to run Enterprise Edge 2.0 Call Center Reporting software (either as a Master Client or Multiple Client) depends upon whether or not the PC is dedicated to running Enterprise Edge 2.0 Call Center Reporting, or if it shares its resources with other applications.

See below for the minimum requirements for your circumstances.

Minimum PC specifications:

IBM™ Compatible PC Microprocessor speed - 120MHz (dedicated PC), 166MHz (shared PC) RAM - 16Mb (dedicated PC), 32Mb (shared PC) Hard disk drive space for application - 10Mb Hard disk drive space for data (per year) - 15Mb One free serial port, if Wallboards are used Windows 95TM rev B (or later version) operating system Network Interface Card TCP/IP protocol SVGA display

Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide P0911643 Issue 02

Installing Enterprise Edge 2.0 Call Ce nter Reporting

Introduction

This chapter describes installation prerequisites, how to install the Enterprise Edge 2.0 Call Center Reporting Master and Multiple Client software, troubleshooting tips and the folders created on the Enterprise Edge 2.0 Master and Multiple Client PCs.

Installation prerequisites

Before you install Enterprise Edge 2.0 Call Center Reporting Master Client software, you must:

1. Be familiar with Enterprise Edge 2.0 Call Center and the WindowsTM operating system.

2. Ensure that the Enterprise Edge 2.0 Call Center is installed and configured.

3. Ensure that the Enterprise Edge 2.0 is connected to and is operational on the Network to which the Enterprise Edge 2.0 Call Center Reporting Master Client PC is connected.

Now you are ready to install the Enterprise Edge 2.0 Call Center Reporting Master Client software from the Enterprise Edge 2.0.

Installing Enterprise Edge 2.0 Call Center Reporting Master Client software

Enterprise Edge 2.0 Call Center Reporting Master Client software automatically creates a folder called \Program Files\Nortel Networks\Call Center Reporting on the C: drive of the Master Client PC. This folder contains the application files used by Enterprise Edge 2.0 Call Center Reporting Master Client. It also contains the Call Center Reporting configuration database.

Another folder is created on the hard disk drive of the Master Client PC. The second folder is called \Program Files\Nortel Networks\Call Center Reporting\Stats, and contains the stored statistical data. This folder is not created on the Multiple Client PCs.

Do not rename, move or delete these folders.

Note: Before Enterprise Edge 2.0 Call Center Reporting will operate correctly, you must

enable the Enterprise Edge 2.0 Call Center Reporting Software Keycode. For Software Keycode information, refer to the Enterprise Edge 2.0 Software Keycode Installation Guide.

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Installing Enterprise Edge 2.0 Call Center Reporting

TCP/IP Protocol

Enterprise Edge 2.0 and Enterprise Edge 2.0 Call Center Reporting use the industry standard TCP/IP protocol for communication between the Enterprise Edge 2.0 Call Center and the Enterprise Edge 2.0 Call Center Reporting Master Client PC, and also for communication between the Master Client PC and the Multiple Client PC(s). This means the Windows Network component is required for all Enterprise Edge 2.0 Call Center Reporting Client PCs, both for the Master Client and for the Multiple Clients.

The Enterprise Edge 2.0 Call Center Reporting installation process does not install the Windows Network component. For instructions on installing the Windows Networking component, refer to your network or Windows documentation.

Checking whether The Windows Networking Component Is Installed

To check that the Windows Network component is set up properly in order to operate as a Enterprise Edge 2.0 Call Center Reporting Master or Multiple Client PC, the following steps must be performed:

Note:

If your company has a network administrator, check with your administrator before changing any network configuration parameters.

1. Start the Windows system on the PC that will have the Enterprise Edge 2.0 Call Center Reporting Client application installed.

2. On the Windows taskbar, click

Control Panel

3. Double click on the

Configuration

window appears.

Network

icon . The

tab displayed.

Start

, point to

Settings

Network

and then click

Control Panel

window appears with the

. The

4. Check that TCP/IP appears on the list of installed network components. If TCP/IP is not on the list, click

to install this protocol using the Windows installation instructions, or refer

Add

to your network administrator.

Installing Enterprise Edge 2.0 Call Center Reporting Master Client

1. Exit any Windows programs that are running.

2. On the taskbar, click the

button, point to

Start

and then click

Find

Computer

3. The

Find: Computer

4. In the

Named

list box, type the name of the Enterprise Edge 2.0, or select the Enterprise

dialog box appears.

Edge 2.0 from the list. If you do not know the name, ask your System Administrator.

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Installing Enterprise Edge 2.0 Call Center Reporting

5. Click the

6. The

Find Now

Enterprise Edge

7. Double-click the

8. Double-click the

9. Double-click the

10. Double-click the

11. Double-click the

12. Double-click on the

13. The

Nortel Networks Connects

button.

icon appears in the list.

Enterprise Edge

Program Files

Nortel Networks

Public

folder.

icon.

folder.

Enterprise Edge Call Center Reporting Master

Setup.exe

file, and then click OK.

Splash Screen and the Enterprise Edge Call Center

Reporting Welcome screens appear.

14. The

15. Click

Choose Destination Location

to accept the default location. To change the directory location, click

window appears.

choose another directory location and then click

folder.

Browse

As installation proceeds, a number of status dialog boxes appear, indicating the progress of the installation. The

Setup Complete

window appears.

In order for Multiple Client PCs to have access to the Master Client PC, the network must be set up correctly and the Multiple Client PCs must be able to see and access the

Reporting

and

directories on the Master Client PC. There are certain settings on the

Stats

Call Center

Master Client PC that need to be correctly set.

Master Client PC File Sharing

To set up the Master Client PC to allow file sharing:

1. Click on the and highlight

2. Click on the button marked

button and then click

Start

Settings

Client for Microsoft Networks

File and Print Sharing

. Select

Control Panel

and then

Network

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Installing Enterprise Edge 2.0 Call Center Reporting

3. Click the option for File Sharing:

“I want to be able to give others access to my files.”

4. Click on the OK button, the computer will prompt you to restart your PC.

5. After the restart open the C: Drive of the Master PC, using Windows Explorer.

6. Right click on the folder marked One of the drop down options is

Program Files\Nortel Networks\Call Center Reporting

Sharing

. Click on this and you are shown the following:

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Installing Enterprise Edge 2.0 Call Center Reporting

7. Click

Shared As

. Make sure that the name displayed is Call Center with a single space

between the word Call and the word Center and that there are no extra spaces after the word Center.

8. Under Access Type click

9. Repeat steps 6 to 8 for the second folder called

Center Reporting\Stats

Note:

Windows NT Workstation users only need to follow steps 5 to 9 above,

. Leave the Password box blank.

Full

Program Files\Nortel Networks\Call

remembering to set the type of access required in step 8 by clicking on the

Permission

button. Set Permissions to Full.

Installing Enterprise Edge 2.0 Call Center Reporting software onto additional PCs

The Enterprise Edge 2.0 Call Center Reporting Multiple Client software can be loaded onto additional PCs so that multiple Supervisors/Managers can access the information stored on the Master Client PC.

This is known as having Multiple Clients. (Also, see the sections above titled TCP/IP Protocol, and Master Client PC File Sharing.)

Installing Enterprise Edge 2.0 Call Center Reporting Multiple Client

1. Exit any Windows programs that are running.

2. On the taskbar, click the

3. The

Find: Computer

4. In the

Named

list box, type the name of the Enterprise Edge 2.0, or select the Enterprise

dialog box appears.

button, point to

Start

and then click

Find

Computer

Edge 2.0 from the list. If you do not know the name, ask your System Administrator.

5. Click the

6. The

Find Now

Enterprise Edge

7. Double-click the

8. Double-click the

9. Double-click the

button.

icon appears in the list.

Enterprise Edge Program Files

folder.

Nortel Networks

icon.

folder.

10. Double-click the

P0911643 Issue 02 Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide

Public

folder.

Installing Enterprise Edge 2.0 Call Center Reporting

11. Double-click the have clicked on the

Enterprise Edge Call Center Reporting Client

Enterprise Edge Call Center Reporting Master

folder. There can only be one PC on your

folder. Make sure you

folder and

NOT

the

network Configured as a Master Client.

12. Double-click on the

13. The

Nortel Networks Connects

Setup.exe

file, and then click OK.

Splash Screen and the Enterprise Edge Call Center

Reporting Welcome screens appear.

14. The

15. Click

Choose Destination Location

to accept the default location. To change the directory location, click

choose another directory location and then click

window appears.

Browse

16. As installation proceeds, a number of status dialog boxes appear, indicating the progress of the installation. The

You will be asked for the Network Name of the Master Client PC during the installation

Note:

Setup Complete

of the Multiple Client software. Client PC –

do not

enter the IP Address of the Master Client PC. You must enter the

window appears.

YOU MUST

enter the Network Name of the Master

Network Name of the Master Client PC for the Multiple Client software to operate correctly.

Troubleshooting Enterprise Edge 2.0 Call Center Reporting

If the Master Client (including the RDB Server) is closed down and then restarted, Enterprise Edge 2.0 Call Center Reporting will have no knowledge of any Agents who are still Logged In to Enterprise Edge 2.0 Call Center, nor will it have any knowledge of any Calls which are already in progress. In other words, all of the Enterprise Edge 2.0 Call Center Queues will be considered to be in the Out Mode.

The same situation will occur if the Enterprise Edge 2.0 is closed down and restarted, and Agents Log In to Enterprise Edge 2.0 Call Center before the Master Client software has been restarted.

The solution to both of these scenarios is that for either accidental or scheduled disconnection or power down of the Enterprise Edge 2.0, the Enterprise Edge 2.0 Call Center Reporting Master Client software must be closed down.

When Enterprise Edge 2.0 Call Center Reporting Master Client is restarted Agents should

Note:

be told to Log Out and then Log In.

The following procedures explain how to recover from data loss between Enterprise Edge 2.0 Call Center and the Master Client PC. For each situation, perform the steps in order.

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Installing Enterprise Edge 2.0 Call Center Reporting

Starting or Restarting Enterprise Edge 2.0 Call Center and Enterprise Edge 2.0 Call Center Reporting Master Client

When starting the system for the first time, or intentionally restarting the system after a controlled power down:

1. Start the Enterprise Edge 2.0.

2. Start the Enterprise Edge 2.0 Call Center Reporting Master Client.

Do not allow agents to log in until all steps are completed.

Note:

To recover from an unintentional close-down of the RDB Server:

1. Shut down Enterprise Edge 2.0 Call Center Reporting Master Client.

2. Ensure that Enterprise Edge 2.0 Call Center is still running.

3. Restart Enterprise Edge 2.0 Call Center Reporting Master Client.

4. If agents are currently logged into the system, they must log out, and then log back in.

Do not allow agents to log in until all steps are completed.

Note:

Starting or Restarting Enterprise Edge 2.0 Call Center and Enterprise Edge 2.0 Call Center Reporting Multiple Client

If a you have Logged In to Enterprise Edge 2.0 Call Center Reporting on a Multiple Client PC and the Enterprise Edge 2.0 has been restarted, you will have to Log Out and Exit from the Enterprise Edge 2.0 Call Center Reporting, and re-start Enterprise Edge 2.0 Call Center Reporting once the Enterprise Edge 2.0 has been re-started.

If you had selected the Access to Configuration option before the Master Client PC was re-set, you might see the following dialog box when you try to Log In again with the Access to Configuration option selected.

Enterprise Edge Call Center Reporting Access to Configuration Denied dialog box

Check that no other users have Logged In with the Access to Configuration option selected.

If there are no other users Logged In with the Access to Configuration option selected the restriction placed on the Access to Configuration option will time-out after 15 minutes. Wait for 15 minutes and then re-try.

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Installing Enterprise Edge 2.0 Call Center Reporting

Folders created on the Call Center Reporting Multiple Client PCs

Unless you choose to select a different installation destination during the installation of the Enterprise Edge 2.0 Call Center Reporting Master and Multiple Client software, a folder will be automatically created on the C: drive of the PC called

Center Reporting

. This folder will contain the application files used by Enterprise Edge 2.0 Call

Center Reporting.

If you do choose an alternative destination during the installation process, your folder will have the name you selected.

Do not rename, move or delete this folder.

: There is no directory called

Note

Reporting\Stats

on the PCs used to run Enterprise Edge 2.0 Call Center

\Program Files\Nortel Networks\Call Center

Reporting Multiple Clients. These PCs refer to the data in the

Files\Nortel Networks\Call Center Reporting\Stats

Client PC in order to display statistical information.

\Program Files\Nortel Networks\Call

\Program

directory on the Master

Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide P0911643 Issue 02

Using Enterprise Edge 2.0 Call Center Reporting

Starting Enterprise Edge 2.0 Call Center Reporti ng

1. To start the Enterprise Edge 2.0 Call Center Reporting Master Client, double-click on the Call Center Reporting icon on the desktop of the Master Client PC

Note: At the same time, the RDB Server will automatically open and start to collect

data from Enterprise Edge 2.0 Call Center. When the RDB Server is operational an icon in the form of a bar graph will be shown on the Windows taskbar on the Master Client PC Desktop.

RDB Server taskbar icon

2. To start an Enterprise Edge 2.0 Call Center Reporting Multiple Client, double-click on the Call Center Reporting Client icon on the desktop of the Multiple Client PC.

Remember, for the Multiple Client(s) to operate correctly, the Master Client must already be running.

Entering Enterprise Edge 2.0 Call Center Reporting (Log In)

Before you can access the configuration or management information you have to Log In to the system. For security, this process requires a User ID and a Password.

1. From the menu bar select Level and then click Log-In…, or

2. Click the Log In icon on the toolbar.

3. You must now enter a User ID number and Password. The ID number entered indicates which Queues you wish to view or administer. To be able to access all of the Queues you must enter the System Manager User ID and Password. The User ID for the System Manager is 900. To restrict your activities to only one Queue enter a Queue level (also called Supervisor level) User ID and Password. The Supervisor User Ids are 901 for Queue One, 902 for Queue Two and so on, up to 916 for Queue Sixteen.

Note: The User IDs are pre-set at 900, 901, 902 … 916. and cannot be altered. The

Passwords also default to 900, 901, 902 … 916, but the Passwords may be changed in the configuration.

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Using Enterprise Edge 2.0 Call Center Reporting

With the default User IDs and Passwords, you would enter User ID 900, Password 900 to gain access to the system as the System Manager; you would enter User ID 901, Password 901 to gain access as the Supervisor of Queue One and you would enter User ID 914, Password 914 to gain access as the Supervisor of Queue Fourteen.

4. If you wish to make changes to the Configuration, click the

Access to Configuration

box. This will enable you to change the Configuration settings for the Call Center Reporting software. If you are Logging In as the System Manager (900) you will be able to change all of the Configuration settings. If you are Logging In at Queue Level (901 … 916), you will only be able to change some settings directly related to that particular Queue.

Enterprise Edge Call Center Reporting Log-In dialog box

5. Click OK.

Note

: With the

Access to Configuration

option enabled Enterprise Edge 2.0 Call Center Reporting monitors the PC for user activity on the keyboard or the mouse. As a security precaution, after a period of 15 minutes with no activity the user is automatically logged out.

Exiting Enterprise Edge 2.0 Call Center Reporting Master Client (Log Out)

To Log Out and leave the user interface screen open:

1. Select

and then click

Level

Log-Out

To Log Out and close the user interface:

1. Select

Level

and click

Log-Out & Exit…

2. You will be prompted for the System Manager User ID and Password. If you do not

enter these correctly the Master Client software will not close down.

: The RDB Server will remain operational even though the user interface is

Note

now closed.

Closing the RDB Server (on the Master Client PC)

1. Double click the

Report Database Server

RDB Server

icon on the Windows taskbar. This will open the

window.

Enterprise Edge 2.0 Call Center Reporting Set Up and Operation Guide P0911643 Issue 02

Using Enterprise Edge 2.0 Call Center Reporting

2. Click

Exit

3. You will be prompted for the System Manager User ID and Password. If you do not

enter these correctly the RDB Server will not close down.

: It is recommended that the RDB Server is always operational so that

Note

statistical data from the Enterprise Edge 2.0 Call Center is continuously collected.

Call Center Reporting Main Window

The Main window opens after Log In. The features of Enterprise Edge 2.0 Call Center Reporting are accessed from this window.

The menu options which are available depend on the whether you Logged In to the System Manager level (900) or to a Queue level (901 … 916). Also, whether the System Manager selected the

Access to Configuration

The level you have Logged In to is displayed in the title bar of the Main window. This reads System Manager if you have signed in as the System Manager. If you have Logged In at Queue level, the name of the Queue is shown. (If the Queue has not been given a name in the Configuration settings, then the word Queue and the Queue number will be shown, for example, Queue 8).

option will affect the options which are available.

If you have Logged In as System Manager, and then used the

Sign-Through…

option to sign through to a Queue, for example Queue 1, and Queue1 has been named Support, the title bar would read: Enterprise Edge Call Center Reporting – Manager – Support.

By looking at the title bar of the Main Window you will always be able to tell to which level you have Logged In to or signed through to.

The following menu options are available to select:

Level

Log-In… Sign Through… -

allows you to access configuration and management information.

(System Manager level only) allows you to Log In to each of the Queues without having to Log Out from System Manager level and then Log In again using the Queue level Id and Password.

Print Log-Out Log Out & Exit… -

allows you to print management reports.

allows you to exit without closing the user interface.

allows you to exit and close the user interface.

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