Avaya CentreVu User Manual

CentreVu®Explorer
Version 1.2 Installation and Getting Started Guide
585-215-835
Comcode 108217571
Issue 2
May 1998
Disclaimer
Intellectual property related to this product (including trademarks) and registered to Lucent Technologies Inc. has been transferred or licensed to Avaya Inc.
Any reference within the text to Lucent Technologies Inc. or Lucent should be interpreted as references to Avaya Inc. The exception is cross references to books published prior to April 1, 2001, which may retain their original Lucent titles.
Avaya Inc. formed as a result of Lucent’s planned restructuring, designs builds and delivers voice, converged voice and data, customer relationship management, messaging, multi-service networking and structured cabling products and services. Avaya Labs is the research and development arm for the company.
Copyright © 2000, Avaya Inc. All Rights Reserved Printed in U.S.A.
Copyright© 1998 Lucent Technologies
Notice
Every effort was made to ensure that the information in this document was complete and accurate at the time of printing. However, information is subject to change.
Your Responsibility for Your System’s Security
Toll fraud is the unauthorized use of your telecommunications system by an unauthorized party, for example, persons other than your company’s employees, agents, subcontractors, or persons working on your company’s behalf. Note that there may be a risk of toll fraud associated with your telecommunications system and, if toll fraud occurs, it can result in substantial additional charges for your telecommunications services.
You and your system manager are responsible for the security of your system such as programming and configuring your equipment to prevent unauthorized use. The system manager is also responsible for reading all installation, instruction, and system administration documents provided with this product in order to fully understand the features that can introduce risk of toll fraud and the steps that can be taken to reduce that risk. Lucent Technologies does not warrant that this product is immune from nor will prevent unauthorized use of common­carrier telecommunication services or facilities accessed through or connected to it. Lucent Technologies will not be responsible for any charges that result from such unauthorized use.
Lucent Technologies Fraud Intervention
suspect that you are being victimized
If you Technical Service Center Toll Fraud Intervention Hotline at 1-800-643-2353.
Trademarks
l CentreVu is a registered trademark of Lucent Technologies. l Netscape Navigator is a trademark of Netscape Communications Corporation. l UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open
Company Limited. l MacIntosh is a registered trademark of Apple Computer Inc. l OS/2 is a registered trademark of IBM. l DEFINITY is a registered trademark of Lucent Technologies. l Intel and Pentium are registered trademarks of Intel Corporation. l Microsoft, MS, MS-DOS, Access, Windows, and Windows NT are registered trademarks of Microsoft Corp. l All other product names mentioned herein are the trademarks of their respective owners.
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Order: CentreVu Explorer Installation and Getting Started Guide
Document No. 585-215-835 Comcode 108217571
Issue 2, May 1998 For additional documents, refer to the section entitled “Related Documents” in the Preface. You can be placed on a Standing Order list for this and other documents you may need. Standing Order will enable
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Lucent Technologies National Customer Care Center
Lucent Technologies provides a telephone number for you to use to report problems or to ask questions about your call center. The support telephone number is 1 800 242-2121.
All Rights Reserved
Printed in U.S.A.
by toll fraud and you need technical support or assistance, call the
Document Support Telephone Number
Lucent Technologies provides telephone numbers for you to use to report errors or to ask questions about the information in this document. The support telephone numbers are: Voice: 1 888 584-6366 and International Voice: +1-317-322-6848.
European Union Declaration of Conformity
Lucent Technologies Business Communications Systems declares that the equipment specified in this document conforms to the referenced European Union (EU) Directives and Harmonized Standards listed below:
EMC Directive 89/336/EEC Low Voltage Directive 73/23/EEC
The “CE” mark affixed to the equipment means that it conforms to the above Directives.
Disclaimer
Corporation has been transferred to Lucent Technologies Incorporated.
Any references within this text to American Telephone and Telegraph Corporation or AT&T should be interpreted as references to Lucent Technologies Incorporated. The exception is cross references to books published prior to December 31, 1996, which retain their original AT&T titles.
Heritage Statement
Lucent Technologies—formed as a result of AT&T’s planned restructuring—designs, builds, and delivers a wide range of public and private networks, communication systems and software, consumer and business telephone systems, and microelectronics components. The world-renowned Bell Laboratories is the research and development arm for the company.
Intellectual property related to this product (including trademarks) and registered to AT&T
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Table of Contents
Software Installation 1-1
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Network Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
ECS/Switch Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
CentreVu CMS Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
External Call History Interface (ECHI) Overview . . . . . . . . . . . . . . . 1-3
Customer Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
CentreVu Explorer Server Requirements and Recommendations . . . . . 1-4
Processor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Memory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Hard Disk Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Remote Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
System Software Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Co-residency Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Disk Storage Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Optional Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Network Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Client Requirements and Recommendations . . . . . . . . . . . . . . . . . . 1-10
Installation Information Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
CentreVu Explorer Installation Preparation. . . . . . . . . . . . . . . . . . . . . . 1-12
CentreVu Explorer Server Hardware Checklist . . . . . . . . . . . . . . . . 1-12
Setting Up the CentreVu Explorer Server . . . . . . . . . . . . . . . . . . . . 1-14
Setting Up CentreVu Explorer Client . . . . . . . . . . . . . . . . . . . . . . . 1-15
Setting Up CentreVu CMS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
Provisioning and Activation of ECHI . . . . . . . . . . . . . . . . . . . . . . . 1-16
CentreVu Explorer Server Software Installation Sequence . . . . . . . . . . . 1-17
Microsoft Windows NT 4.0 and Microsoft Internet Information Server 2.01-18
Microsoft SQL Server 6.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18
Microsoft SQL Server 6.5 Service Pack 3 . . . . . . . . . . . . . . . . . . . . 1-18
Microsoft Windows NT 4.0 Service Pack 3 . . . . . . . . . . . . . . . . . . . 1-18
Microsoft Internet Information Server 3.0 . . . . . . . . . . . . . . . . . . . . 1-19
CentreVu Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Installing on CentreVu Explorer Server. . . . . . . . . . . . . . . . . . . . . . . . 1-20
Loading CentreVu Explorer Software . . . . . . . . . . . . . . . . . . . . . . . 1-20
Establishing Network Connection. . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
Installing on Desktop Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21
Launching CentreVu Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22
Verifying the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23
CentreVu Explorer Database Backup . . . . . . . . . . . . . . . . . . . . . . . . . 1-26
Getting Started with Explorer 2-1
Product Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
CentreVu
xplorer
TOC-i
Table of Contents
Explorer Login Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-3
Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Window Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-5
Displaying Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-6
Window Viewing and Sizing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
A Quick Start to CentreVu Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-9
Troubleshooting 3-1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-2
NT Event Log Error Messages Types. . . . . . . . . . . . . . . . . . . . . . . . .3-2
Installation Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-2
SQL Server Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-4
Data Import Service Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-5
OBDC Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-6
DB-Library Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-6
Log-in Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-7
Service Affecting Automated Procedures . . . . . . . . . . . . . . . . . . . . . . 3-7
Data Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-7
Database Maintenance Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . .3-8
Appendix A A-1
NT Server Connection Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Establishing Server Network Connection . . . . . . . . . . . . . . . . . . . . . . . A-2
Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
CentreVu Explorer Server Identification. . . . . . . . . . . . . . . . . . . . . . A-3
CentreVu Explorer Protocol Assignment . . . . . . . . . . . . . . . . . . . . . A-4
TOC-ii
CentreVu
E
xplorer
Software
1
Installation
1
System Overview 1
CentreVu® Explorer collects data in a Lucent Technologies call center environment.
Data is delivered to an external Microsoft network (LAN) connection to the CentreVu Call Management System (CMS).
Note:
Files are transmitted over the local area network at a rate based on the CMS settings. CentreVu Explorer reads these files, formats the data, and stores it in a local database. This data is accessed via a query engine utilizing a web browser front end as an access vehicle.
The CentreVu CMS must be connected to a DEFINITY® Enterprise Communications Server (ECS)/switch. As such, CentreVu Explorer operates only in a Lucent Technologies environment.
*
Windows NT† server via a local area
*Microsoft is a registered trademark of Microsoft Corp. †Windows NT is a registered trademark of Microsoft Corp.
System Overview 1-1
Software Installation
Network Diagram 1
The following is a list of the network requirements:
l
ECS/switch
l
CentreVu CMS
l
CentreVu Explorer server
l
Local area network
l
CentreVu Explorer client workstation.
The following diagram indicates a typical network configuration utilizing CenterVu Explorer.
ECS/Switch
CentreVu
Explorer CMS
TCP/IP
CentreVu
Explorer Server
Local Area Network
CentreVu
Explorer
Client Workstation
1-2 Network Diagram
Software Installation
ECS/Switch Requirements 1
The ECS/switch requires a communication link to the CentreVu CMS. Appropriate automatic call distribution (ACD) translations must be configured to generate external call history (ECH) results on the CentreVu CMS. These results include measured agents, vectors, vector directory numbers (VDNs) and other applicable call center translations.
No exceptional connection logistics exist for the CentreVu Explorer product. Standard ECS/switch communication to CentreVu CMS is used.
CentreVu
The External Call History Interface (ECHI) feature must be authorized in the
CentreVu CMS. See setup information in the CentreVu Call Management System Release 3 Version 4 External Call History Interface (585-215-804), Version 5 External Call History Interface (585-215-824) or Version 6 External Call History Interface (585-215-854) documents.
CMS Requirements 1
External Call History Interface (ECHI) Overview 1
The External Call History Interface is an optional CentreVu CMS feature, which allows for the transfer of CentreVu CMS Release 3 Version 4, Version 5 or Version 6 call record files (call history data files) to another computer for processing.
This feature is useful for call centers with a high volume of call traffic. It allows a much higher volume of call data to be processed and stored because the CentreVu CMS computer can process only a limited amount of call data.
As calls are processed, call records are recorded in a file (one record per call segment) until the file size reaches 20 megabytes (MB) or the end of an interval is reached, whichever comes first. A new file (and its first record) is then created as the first segment of the next call is processed.
Network Diagram 1-3
Software Installation
Customer Responsibilities 1
You must do the following to transfer call history data:
1. Purchase the External Call History Interface package.
2. Contact your Lucent representative to have the ECHI feature authorized. If you are an international customer, contact your Lucent Technologies representative or distributor.
3. Install the ECHI feature on CentreVu CMS.
4. Set up the connection between the CentreVu CMS computer and the computer that will be receiving the data.
5. Setup the NT server and install the CentreVu Explorer software.
CentreVu
Explorer Server Requirements and
Recommendations
CentreVu Explorer employs industry standard components to deliver access to ECS/switch CMS Call History data. As such, the final system configurations may vary in individual call centers. Recommendations for the CentreVu Explorer configuration follow. Hardware performance varies based on actual system configuration.
Processor 1
The minimum recommended processor to be used with CentreVu Explorer is the
*
Intel
Pentium† Pro because of its 32-bit software architecture. Since all components of CentreVu Explorer are of 32-bit code, your system benefits from the Pentium architecture. Additionally, faster processor speeds improve the performance of CentreVu Explorer.
The minimum recommended processors for the CentreVu Explorer server are as follows:
l
Pentium 150 Mhz or greater
l
Pentium Pro, multiple processor architecture for large call centers.
*Intel is a registered trademark of Intel Corporation. †Pentium is a registered trademark of Intel Corporation.
1
1-4 Network Diagram
Software Installation
Memory 1
CentreVu Explorer requires 128 MB of memory. Database server performance on large data sets is directly affected by available memory.
Call centers of all sizes benefit from CentreVu Explorer. Call centers taking 100,000 or more ACD calls per day quickly accumulate large volumes of data. Smaller call centers taking less than 10,000 ACD calls per day also accumulate large volumes of data over a period of months. Therefore, the following memory is recommended:
l
Minimum—128 MB RAM
l
Recommended—256 MB RAM
l
Long term considerations—motherboard with capacity of 1 gigabyte (GB) of RAM.
Hard Disk Drives 1
The amount and type of local disk storage directly impacts CentreVu Explorer’s ability to store and retrieve information. A direct correlation exists between local disk capacity and the total number of call records that can be stored. Actual disk space usage will vary by call center depending on the number of ACD calls per day, the average number of segments per call, and the number of days that CentreVu Explorer is required to keep data online. Please refer to Table 1, “Disk Storage,” which shows disk storage requirements for a variety of daily call volumes
CentreVu Explorer operates more efficiently with Ultra Fast Wide Small Computer System Interface (SCSI) disk drives. Having the option to add Input/Output (I/O) controllers allows for performance increases as the situation dictates.
The following hard disk drives are recommended:
l
Multiple 2 GB and 4 GB drives (depending on storage requirements)
l
Drive type—Ultra Fast Wide SCSI
l
Multiple Ultra Fast Wide SCSI smart array controllers/channels.
Remote Access 1
The CentreVu Explorer server requires a 28.8 (or greater) high-speed modem and also requires that the Microsoft Remote Access Service (RAS) be configured.
Network Diagram 1-5
Software Installation
Remote access is necessary for system diagnosis, maintenance, and software updates.
System Software Configuration 1
The following software packages are required to operate with CentreVu Explorer Version 1.0:
l
Microsoft Windows NT Server 4.0 Service Pack 3
l
Microsoft SQL Server 6.5 with Service Pack 3
l
Microsoft Internet Information Server 3.0 with Active Server Pages (ASP) support.
Co-residency Issues 1
CentreVu Explorer is configured at installation to use all resources of the server on which Explorer is loaded.
Caution
1-6 Network Diagram
It is strongly recommended that the server remain fully dedicated to CentreVu Explorer. The loading and running of additional software on the CentreVu Explorer server is strongly discouraged because it can result in performance degradation to CentreVu Explorer users.
Software Installation
Disk Storage Requirements 1
This table shows call record storage requirements based on the number of calls per day over a period of months.
Table 1: Disk Storage
# of Avg # of ACD Calls
Months Segments Per Day Daily Req’d Total Req’d
3 3 100,000 87.3 7,853.5
6 3 100,000 87.3 15,707.0 12 3 100,000 87.3 31,414.0 24 3 100,000 87.3 62,828.1
3 2 100,000 58.2 5,235.7
6 2 100,000 58.2 10,471.3 12 2 100,000 58.2 20,942.7 24 2 100,000 58.2 41,885.4
6 2 20,000 11.6 2,094.3 12 2 20,000 11.6 4,188.5 24 2 20,000 11.6 8,377.1
625,000 2.9523.6 12 2 5,000 2.9 1,047.1 24 2 5,000 2.9 2,094.3
In MegaBytes
Example
Question: How much disk space do I need on my server to store 3 months of call
records?
Your call center averages 100,000 calls per day with an average of 2 segments per call.
The above table shows that you would need at least 5.2 GB (5,200 MB) of disk space allocated for call records on your server.
l
Daily storage requirement = 58.2 MB
l
Data Total = 58.2/day x 90 days = 5,238 MB (5.2 GB)
l
Disk storage for records = 5,238 MB = 5.2 GB.
Segments—All CentreVu Explorer information is collected on the database server in the form of call data that is divided by call segments. A segment is defined by the ECS/switch as a logical grouping of call information. Each call that enters the
Network Diagram 1-7
Software Installation
ECS/switch call vector processing has a minimum of one (1) segment. Over the life of the call, information is added to a segment based on the corresponding events occurring during the call’s life, starting from the time it entered vector processing and until vector processing releases all call record information for the call.
For more complete information regarding the format of ECHI data, please refer to the following External Call History Interface documents:
l
CentreVu Call Management System Release 3 Version 4 External Call History Interface (585-215-804)
l
CentreVu Call Management System Release 3 Version 5 External Call History Interface (585-215-824).
l
CentreVu Call Management System Release 3 Version 6 External Call History Interface (585-215-854).
Optional Recommendations 1
We recommend the following components to enhance overall system performance and integrity:
l
UPS—Uninterruptable power supply.
Caution
l
Digital tape backup—A tape backup is desirable as an archiving mechanism to minimize the requirement for on-line storage and protect valuable call center historical information.
l
Near-line storage—In addition to a resident tape backup, near-line storage may be provided for direct access to archived historical information.
l
Disk array controller—In the event the CentreVu Explorer server employs multiple hard drives, a smart array controller may be installed to allow disk mirroring, disk striping, and other storage enhancements.
1-8 Network Diagram
An unprotected power hit may result in loss of some or all data.
Software Installation
Network Connectivity 1
CentreVu Explorer requires a transmission control protocol/internet protocol (TCP/IP) connection to the CentreVu CMS via a local area network (LAN). The TCP/IP LAN connection is necessary so that the CMS can transfer external call history data to the CentreVu Explorer server. This same LAN connectivity allows client workstations to access CentreVu Explorer through a web browser.
l
ECS/switch to CMS—Standard CMS connectivity.
l
CMS to Explorer—Local area network connection running TCP/IP with file transfer protocol (FTP) active.
l
CentreVu Explorer Server to Client—Local area network connection running TCP/IP.
Network Diagram 1-9
Software Installation
Client Requirements and Recommendations 1
The client workstation must be able to run a supported web browser. CentreVu Explorer has been tested with Microsoft Internet Explorer 3.01 and Netscape
Navigator
browser will work.
The following configuration is recommended for running CentreVu Explorer from a PC:
*
3.0. However, any hypertext markup language (HTML) 2.0 compliant
l
Pentium central processing unit (CPU) or better
l
90 megahertz (MHz) or higher
l
16 MB of RAM or better
l
Mouse
l
Web browser (HTML 2.0 compliant)
l
An Ethernet LAN card
l
Windows† 95 or Windows NT workstation
l
VGA monitor or better. (A terminal with a resolution of 1024 X 768 video resolution or higher makes viewing data easier.)
Note:
The following instructions describe how to install CentreVu Explorer. These instructions can also be used to upgrade CentreVu Explorer from 1.1 to 1.2. However, CentreVu Explorer 1.0 cannot be upgraded. Contact the Lucent TSO for information on how to upgrade CentreVu Explorer 1.0.
*Netscape Navigator is a trademark of Netcape Communications Corporation. †Windows is a registered trademark of Microsoft Corp.
1-10 Network Diagram
Software Installation
Installation Information Chart 1
This information applies to installations. Please complete the following table and keep for your records when installing or upgrading.
Table 2: Checklist
What you need Definition Write It Down Here
LAN Card The physical connection
between the CentreVu CMS and the Explorer server must be provided over a LAN. Two types of connections are available—Ethernet or Token Ring.
Server computer name
Server domain name CentreVu Explorer server
Server IP address
Server subnet mask
Server default gateway
CentreVu Explorer server computer name.
domain name.
(Circle One)
Ethernet
Token Ring
Installation Information Chart 1-11
Software Installation
CentreVu
The following checklist is designed to assist Lucent Technologies in the installation of your CentreVu Explorer server.
CentreVu
Please fill in the hardware checklist below, taking care to specify additional information or descriptions where requested.
System Memory
A minimum of 128 MB is required; 256 MB is recommended.
— Please specify amount: _______________
CPU Type
Intel Pentium Processor (Please specify): _______________
Intel Single Pentium Pro 150 Mhz Processor
Intel Single Pentium Pro 180 Mhz Processor
Intel Single Pentium Pro 200 Mhz Processor
Intel Dual Pentium Pro 150 Mhz Processor
Intel Dual Pentium Pro 180 Mhz Processor
Explorer Installation Preparation 1
Explorer Server Hardware Checklist 1
Intel Dual Pentium Pro 200 Mhz Processor
— Other Processor (Please specify clock): ________________________
Disk Type
—EIDE
— SCSI (Ultra SCSI Recommended)
1-12 CentreVu Explorer Installation Preparation
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