Version 1.2
Installation and Getting Started Guide
585-215-835
Comcode 108217571
Issue 2
May 1998
Page 2
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.
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.
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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
Page 4
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 Directive89/336/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
Page 5
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Document Title:
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Westminster, CO 80234-9987
1200 West 120th Avenue
Department JC0E11400
Lucent Technologies
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
Page 10
Software Installation
Network Diagram1
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
Page 11
Software Installation
ECS/Switch Requirements1
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 Requirements1
External Call History Interface (ECHI) Overview1
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
Page 12
Software Installation
Customer Responsibilities1
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.
Processor1
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
Page 13
Software Installation
Memory1
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 Drives1
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 Access1
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
Page 14
Software Installation
Remote access is necessary for system diagnosis, maintenance, and software
updates.
System Software Configuration1
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 Issues1
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.
Page 15
Software Installation
Disk Storage Requirements1
This table shows call record storage requirements based on the number of calls per
day over a period of months.
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
Page 16
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 Recommendations1
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.
Page 17
Software Installation
Network Connectivity1
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
Page 18
Software Installation
Client Requirements and Recommendations1
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
Page 19
Software Installation
Installation Information Chart1
This information applies to installations. Please complete the following table and
keep for your records when installing or upgrading.
Table 2: Checklist
What you needDefinitionWrite It Down Here
LAN CardThe 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 nameCentreVu 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
Page 20
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 the number of channels: ____________
Disk Capacity
A minimum of 4 GB of disk capacity is required.
— Please specify disk capacity: _____________
CD-ROM
—Yes
—No
CentreVu Explorer Installation Preparation 1-13
Page 22
Software Installation
Setting Up the
Verify that the CentreVu CMS can ping the CentreVu Explorer server. This test
establishes the IP connectivity required for the CentreVu CMS to transfer external
call history data to the CentreVu Explorer server.
Can you successfully ping the CenterVu Explorer server from the CMS?
—Yes
—No
Fill in the temporary IP address line only if you plan on enabling ECHI on CentreVu
CMS more than 3 days prior to the scheduled installation date for the CentreVu
Explorer server.
Note:
You may need to enlist the assistance of a network administrator to
accurately provide the IP address and network name resolution
information.
CentreVu Explorer server modem number ___________________
CentreVu Explorer IP address _____-_____-_____-_____
CentreVu Explorer server system name (Choose a name no more than 15
characters in length) ___________________
CentreVu
Explorer Server1
CentreVu Explorer login/password information ______________
CentreVu CMS IP address _____-_____-_____-_____
CentreVu CMS login/password information ____________________
Gateway IP address _____-_____-_____-_____
DNS Server IP address _____-_____-_____-_____
1-14 CentreVu Explorer Installation Preparation
Page 23
Software Installation
Setting Up
If you plan on accessing the CentreVu Explorer server from a client workstation,
verify that you can reach the CentreVu Explorer server by pinging it from a
workstation.
Can you successfully ping the CenterVu Explorer from a client workstation?
—Yes
—No
Setting Up
Lucent Technologies Professional Services will require the following information:
— CentreVu CMS modem number _________________________
CentreVu
CentreVu
Explorer Client1
CMS1
CentreVu Explorer Installation Preparation 1-15
Page 24
Software Installation
Provisioning and Activation of ECHI1
Call your Lucent representative to schedule activation of ECHI.
Has External Call History Interface been installed on CMS?
—Yes
— No
Note:
ECHI should be activated within 24 hours prior to the installation of the
CentreVu Explorer server software. Activation of ECHI requires a
shutdown and restart of the CentreVu CMS. Care should be taken to
schedule this appropriately.
1-16 CentreVu Explorer Installation Preparation
Page 25
Software Installation
CentreVu
Explorer Server Software Installation
Sequence
This section documents the software installation sequence required to install the
software components for the CentreVu Explorer server.
Caution
The following list comprises a complete set of software required to build a
functioning CentreVu Explorer server from a server grade PC. It is assumed that the
PC has sufficient hardware components (for example, disk, memory, and CPU). See
the section entitled “CentreVu Explorer Server Requirements and Recommendations,” in this chapter for a complete list of system requirements.
Failure to follow the installation sequence may result in a violation of the
warranty.
l
Microsoft Windows NT Server 4.0
l
Microsoft Windows NT 4.0 Service Pack 3
l
Microsoft Internet Information Server 2.0
l
Microsoft SQL Server 6.5
l
Microsoft SQL Server6.5 Service Pack 3
l
Microsoft Internet Information Server3.0 with ASP Support
l
CentreVu Explorer.
1
Note:
CentreVu Explorer Server Software Installation Sequence 1-17
As an option, you may add a browser to the server.
Page 26
Software Installation
Microsoft Windows NT 4.0 and Microsoft Internet
Information Server 2.0
Microsoft Windows NT Server 4.0 is the operating system for the CentreVu Explorer
and must be loaded before any other software components. If there is an existing
version of Windows NT on the server, it should be removed. It is preferable to format
the system disk and install Windows NT Server 4.0 rather than attempt to upgrade an
earlier version to 4.0. If the system already has Windows NT Server 4.0 loaded, this
step can be skipped.
Microsoft Internet Information Server 2.0 must be loaded and configured as part of
the Windows NT Server 4.0 setup process. CentreVu Explorer requires this software
to be loaded.
Microsoft SQL Server 6.51
Microsoft SQL Server 6.5 is the database engine for CentreVu Explorer.
Microsoft SQL Server 6.5 Service Pack 31
Microsoft SQL Server 6.5 Service Pack 3 is a set of fixes and enhancements to the
original release of Microsoft SQL Server 6.5. The Service Pack 3 contains relevant
fixes and enhancements that are important to the integrity and performance of
CentreVu Explorer. To download Microsoft service packs, access the Microsoft
Corporation home page.
1
Microsoft Windows NT 4.0 Service Pack 31
Microsoft Windows NT Server 4.0 Service Pack 3 is a set of problem fixes and
enhancements for Microsoft Windows NT Server 4.0. To download Microsoft service
packs, access the Microsoft Corporation home page.
1-18 CentreVu Explorer Server Software Installation Sequence
Page 27
Software Installation
Microsoft Internet Information Server 3.01
The Microsoft Internet Information Server 3.0 with ASP support is intended to be
loaded on top of the Microsoft Internet Information Server 2.0, and it must be loaded
after the Windows NT Server 4.0 installation has been completed.
Note:
CentreVu
The final component to be installed is CentreVu Explorer software.
Note:
Microsoft Internet Information Server 3.0 is an upgrade only and must
be installed after Internet Information Server 2.0. When installing
Internet Information Server 3.0, you must include support for Active
Server Pages (ASP). ASP support is required by CentreVu Explorer.
To download the Internet Information Server 3.0 upgrade, access the
Microsoft Corporation home page.
Explorer1
The CentreVu Explorer installation process will be aborted if any of the
previous software components are not loaded.
CentreVu Explorer Server Software Installation Sequence 1-19
Page 28
Software Installation
Installing on
The primary tasks in CentreVu Explorer server installation are as follows:
l
Loading CentreVu Explorer software
l
Establishing network connection.
Loading
Prior to loading the CentreVu Explorer application software, make sure you have
loaded all of the required software.
Note:
CentreVu
Have your Windows NT administrator account password and your SQL
Server system administrator password available.
1. Log onto the NT server as Administrator.
2. Insert the CentreVu Explorer CD into the appropriate drive. The CentreVu
Explorer Setup program will AutoPlay.
3. If you wish to run Setup manually, click the Start button and then click
Run.
4. Run the Setup program on the CD.
CentreVu
Explorer Server1
Explorer Software1
5. The setup wizard appears. Follow the instructions in each of the screens
that follow.
1-20 CentreVu Explorer Server Software Installation Sequence
Page 29
Software Installation
Establishing Network Connection1
Appendix A of this document contains a high-level overview for connecting a server
running Microsoft NT Server 4.0 to a local area network. Refer to Microsoft
documentation for complete guidelines on how to connect a Windows NT Server 4.0
machine to your local area network.
Installing on Desktop Client1
Installing the desktop administration vehicle for CentreVu Explorer requires any
industry standard web browser. Compatible web browsers include the following:
l
Microsoft Internet Explorer 3.0 or greater.
l
Netscape Navigator 3.0 or greater.
CentreVu Explorer Server Software Installation Sequence 1-21
Page 30
Software Installation
Launching
After installing the appropriate browser, click on the internet browser icon on your
desktop.
After clicking the internet browser icon, your predefined “home page” is activated.
If the CentreVu Explorer screen is not defined as your start-up screen, you must
change the IP address to your CentreVu Explorer server.
After entering the correct IP address or host name, the CentreVu Explorer home
page will appear as shown below:
CentreVu
Explorer1
You are now ready to use CentreVu Explorer.
1-22 CentreVu Explorer Server Software Installation Sequence
Page 31
Software Installation
Verifying the Installation1
When you have completed the installation of CentreVu Explorer, the following
procedure can be used to determine if data is flowing from the CentreVu CMS:
1. Log into the CentreVu Explorer server.
2. From the Start Menu choose Settings.
3. Click on Control Panel. You should see a window similar to the one shown
below:
4. From the Control Panel double click on the CentreVu icon.
Verifying the Installation 1-23
Page 32
Software Installation
You should then see the CentreVu Data Import Service Control applet as shown
below:
Verify that the CentreVu Explorer Service is running. If the status is stopped, click
on the Start button to start the service. If there are external call history records
available and the CentreVu CMS is sending data properly, the records processed
field should increment within 45 minutes of the installation completion time.
Once the Records Processed field has incremented from zero, records in the
database can be viewed from the CentreVu Explorer browser.
Failure to see the Records Processed field increment from zero indicates that one of
the following situations is occurring:
l
There is little or no ACD activity occurring in the ECS/switch.
l
External Call History Interface has not been activated in the CentreVu
CMS.
l
The CentreVu CMS ECHI data transfer routines have not been configured
properly.
l
The ECHI data transfer interval in the CentreVu CMS is set to an interval
greater than 30 minutes.
l
The CentreVu CMS is unable to connect via IP to the CentreVu Explorer
server.
l
The CentreVu Explorer server has not been installed properly.
l
The SQL server database is not functioning.
1-24 Verifying the Installation
Page 33
Software Installation
The last two items in the list can be checked by looking in the NT Event Log for any
errors pertaining to the SQL Server or the CentreVu Explorer Service. If there are no
error messages indicating a failure, record the message and contact the National
Customer Care Center at 1-800-242-2121. (Lucent Technologies also offers feebased installation consultation.) Customers outside the United States should contact
their Lucent representative or distributor.
Verifying the Installation 1-25
Page 34
Software Installation
CentreVu
CentreVu Explorer stores ECHI data from the CentreVu CMS in a Microsoft SQL
Server database. We recommend the database be periodically archived to allow for
data recovery in the event of a catastrophic system failure. The backup interval
should be determined based on acceptable data loss. Nightly or daily off-peak
backups are suggested.
Data backup is performed using standard Windows NT and SQL Server tools.
Contact your Windows NT and SQL Server administrators to assist you in setting up
a data backup plan for CentreVu Explorer.
Preventing data loss up front is the best method for assuring the integrity and
accuracy of your data. Setting up the CentreVu Explorer server with a fault-tolerant
disk configuration is the best way to prevent data loss. See Windows NT Help for
more information about how disk mirroring, disk stripe sets, and redundant array of
inexpensive disks (RAID) configurations can help you achieve fault tolerance and
performance for your CentreVu Explorer server.
Explorer Database Backup1
1-26 Verifying the Installation
Page 35
C
CentreVu
E
xplorer
Getting Started
2
with Explorer
1
Product Overview1
CentreVu® Explorer transforms valuable DEFINITY® call center information into
powerful knowledge. This knowledge is crucial to the management of your call
center.
By applying information collected from the Lucent Technologies CentreVu Call
Management System (CMS), CentreVu Explorer provides a graphical user interface
enabling desktop queries, reports and cradle-to-grave analysis of a call center’s
performance. CentreVu Explorer provides a powerful mechanism to store and
retrieve valuable call center data over any period of time. Additionally, call centers
have access to this detailed information well into the future.
The CentreVu Explorer provides details into call center activities for the use of
management, including the following:
l
Cradle-to-grave per call reporting
l
Agent activities such as talk time and call work codes
l
Vector directory number (VDN) and split/skill information
l
Call transfers from split/skill, voice response units and switches
l
Special call treatment such as Service Observing and Malicious Call Trace
Product Overview 2-1
Page 36
Getting Started with Explorer
l
Queue treatment such as holding times and abandons in queue.
CentreVu Explorer delivers knowledge to the desktop via powerful Microsoft
Windows NT
†
based internet server technologies. CentreVu Explorer requires only a
frame compliant web browser on the client. This architecture provides access to
critical call center data from any desktop PC or workstation running a web-enabled
operating system, such as Windows
‡
, OS/2**, UNIX††, or MacIntosh‡‡. Employing
this technology uses minimal desktop PC resources. This architecture also allows an
organization full access to CentreVu Explorer from multiple web-enabled operating
systems.
The hardware architecture of CentreVu Explorer is expandable to meet storage
requirements. It combines a local storage system with external archived capabilities
to provide rapid query access while collecting historical information over long
periods of time. The customer selects system storage capacities and data retrieval
rates to meet the individual call center requirements.
CentreVu Explorer provides a navigation method to query a library of elements and
“drill down” to further call details. Starting at a high level, you can select one of
several call center elements and step through additional layers until you reach the
information you desire.
*
*Microsoft is a registered trademark of Microsoft Corp.
†Windows NT is a registered trademark of Microsoft Corp.
‡Windows is a registered trademark of Microsoft Corp.
**OS/2 is a registered trademark of IBM.
††UNIX is a registered trademark in the United States and other countries,
licensed exclusively through X/Open Company Limited.
‡‡Macintosh is a registered trademark of Apple Computer, Inc.
2-2 Product Overview
Page 37
Getting Started with Explorer
Explorer Login Window1
After launching CentreVu Explorer, the login window appears as follows:
Enter a valid account name and password then click the Submit button to gain
access to the CentreVu Explorer Main Menu window. If you do not have a CentreVu
Explorer login account, please see your CentreVu Explorer administrator. In the
event that you enter an incorrect or invalid account name or password, an error
message requesting the correct information appears.
The CentreVu Explorer, Agent In-Focus, Help, and Admin icons are not active from
the login window. Only the computer monitor icon is active. Clicking on the
computer monitor icon displays software version information. The computer
monitor icon is also active from the Main Menu window.
Explorer Login Window 2-3
Page 38
Getting Started with Explorer
Main Menu1
The CentreVu Explorer main window displays four icons as shown below:
Click on
Click on
scenarios.
Click on
l
l
l
Click on
Click on
2-4 Main Menu
Explorer to go to the query and reporting interface of CentreVu Explorer.
Agent In-Focus to access predefined queries for common reporting
Admin to access screens to do any of the following:
Choose fields to display in query results
Add, view, and edit agent names and login IDs
Add or edit VDN names, split/skill names, or Reason Codes
Help to access CentreVu Explorer on-line help.
CentreVu Explorer to check the version number.
Page 39
Getting Started with Explorer
Window Elements1
The CentreVu Explorer window is divided into the following frames:
Element Selection Frame
Search Criteria Frame
Query Results Frame
Element Selection Frame—This frame contains the ECHI elements that are used to
formulate queries. The ECHI elements are divided into two logical groups:
l
Agent Info—Contains elements related to agent-based information.
l
Call Info—Contains elements related to call-based information.
The element selection is made by clicking the box next to each element. Check
marks appear at those elements selected for the current query. See “Appendix A,
Main Menu 2-5
Page 40
Getting Started with Explorer
Sample Query” in the CentreVu Explorer User Guide (585-215-840) for additional
information on building queries.
Search Criteria Frame—This frame allows the user to enter parameters specific to
the items selected in the query section when the “Build Query” button is selected.
The search criteria frame also contains several elements used to control the
execution of the query such as Start Date, End Date, and Max Rows Returned. For
more information on how to provide search criteria to find the information you are
looking for, see “Appendix A” in the CentreVu Explorer User Guide (585-215-840).
Query Results Frame—This frame displays the data that is returned for a query.
The specific elements or columns that are returned are controlled by choices you
make in the search criteria frame as described below.
Displaying Results 1
Explorer lets you display the results in three different formats as follows:
l
l
l
2-6 Main Menu
Agent Information—The elements shown in the Agent Info section of the
Element Selection Frame are displayed horizontally in table format.
Call Information—The elements shown in the Call Info section of the
Element Selection Frame are displayed horizontally in table format.
Session Display—The elements deemed as “standard” for the call center
are displayed. This allows the display of a subset of commonly requested
information and eliminates the need for scrolling on terminal resolutions
that do not allow full single-screen display of data.
Page 41
Getting Started with Explorer
Window Viewing and Sizing1
Based on your monitor’s size and terminal resolution, a varying amount of data may
be displayed in a single window. To vary the amount of data available, the following
options exist as shown below:
Browser Font Control
Scroll Bars
l
Scroll Bars—Three scroll bars exist and appear in the event that all
information is not presentable based on the current system and query
requirements.
l
Browser Font Control—In the Toolbar, the font size may be increased or
decreased by sequentially stepping through the sizes and clicking on the
font icon.
l
Screen Resolution—Adjusting the screen resolution of your terminal to at
least 1024 X 768 greatly enhances the viewable data in a single screen.
Main Menu 2-7
Page 42
Getting Started with Explorer
l
Reduce Search Criteria Section—Moving the control bar between
windows expands the results section.
l
Session Display—Viewing with the Session Display mode reduces
elements to most commonly requested items. Additional details can be
obtained in the cradle-to-grave reports.
l
Frame Resizing—The individual frame boundaries can be dragged with
the mouse to change the size of each frame independently.
2-8 Main Menu
Page 43
Getting Started with Explorer
A Quick Start to
1. To enter CentreVu Explorer, click on the Explorer icon as shown below:
CentreVu
Explorer1
A Quick Start to CentreVu Explorer 2-9
Page 44
Getting Started with Explorer
The Element Selection window appears:
Build Query Buttons
2. Check the query elements for your search and click on Build Query. See
“Appendix B, Query Elements” in the CentreVu Explorer User Guide (585-
215-840) for definitions and parameters for each of the query elements.)
Note:
2-10 A Quick Start to CentreVu Explorer
You may also click the Agent Info and Call Info icons to build the query.
Page 45
Getting Started with Explorer
When the following window refreshes, parameters for each of the options you
selected appear in the Search Criteria frame on the right side of the window.
Also included in the Search Criteria frame are query control parameters for the
date range and the maximum number of rows of results to return.
3. Enter a date range for your query.
4. Enter new values for the query options or accept the defaults shown.
5. Select one of the display options: Agent Information, Call Information, or
Session Display.
6. Click Find Results.
A Quick Start to CentreVu Explorer 2-11
Page 46
Getting Started with Explorer
The Query Results frame appears at the bottom of the window. This frame shows the
results of your search. The top of the screen continues to display the Element
Selection and Search Criteria frames.
Note:
Repeat the previous steps to drill down to more specific subsets of the call
information.
7. By clicking on a Call ID number, you see a cradle-to-grave analysis of an
individual call. This window shows the life of the call from the time the caller
entered the call center until the call was disconnected.
2-12 A Quick Start to CentreVu Explorer
Page 47
The Cradle-to-Grave window appears as shown below:
Getting Started with Explorer
A Quick Start to CentreVu Explorer 2-13
Page 48
Getting Started with Explorer
2-14 A Quick Start to CentreVu Explorer
Page 49
C
CentreVu
E
xplorer
3
Troubleshooting1
Introduction1
If you are having trouble with any of the procedures mentioned in this document,
please read through this section before calling the National Customer Care Center.
The problem may be something you can quickly solve yourself.
If you have not solved the problem after reading through this section, contact the
National Customer Care Center at 1-800-242-2121 (Lucent Technologies also offers
fee-based installation consultation). Customers outside the United States should
contact their Lucent representative or distributor.
If you have received an error message(s) in the course of a failed installation, then
record the message(s) in order to assist National Customer Care Center personnel in
diagnosing your problem.
Note:
Troubleshooting procedures are usually carried out by an Administrator.
Introduction 3-1
Page 50
Troubleshooting
Troubleshooting Tips1
This section helps you with problems you may encounter when installing, logging
®
into, or running CentreVu
messages that may appear in CentreVu Explorer.
NT Event Log Error Messages Types1
The following types of error messages can appear:
l
Information—Used primarily for informational messages. Usually not
indicative of a problem.
l
Warning—Indicates that the error may be problematic.
l
Error—Indicates that a serious error occurred. This error class usually requires
attention.
Installation Error Messages1
This table lists the installation error messages.
Explorer. It contains tables which describe error
Error MessageCorrective Action
This software will only run under Microsoft*
Windows NT
Internet Information Server 3.0 with ASP
support installed.
This installation requires NT Administration
rights.
3-2 Introduction
†
Server 4.0 with Microsoft
Install Windows NT Server 4.0 before
attempting to install CentreVu Explorer.
The installer must be logged into the NT
server with an account that has administration
rights. Log onto NT with an account that has
administration rights. If your account does
not have administration rights, have your NT
administrator create a temporary account for
you.
Page 51
Error MessageCorrective Action
Troubleshooting
This machine does not have the correct version
of Microsoft Internet Information Server
installed.
Please correct the problem by installing
Internet Information Server 3.0 with ASP
support before attempting to perform this
install again.
This machine does not have the correct version
of Microsoft SQL Server installed.
Please correct the problem by installing
Microsoft SQL Server 6.5 (Service Pack 2
recommended) before attempting to perform
this install again.
Some critical Internet Information Server
paths could not be found on this server’s disk
drives. Please contact your NT Administrator
and have them correct the problem, then run
Setup again.
The missing pathname is
\InetPub\ftproot
Press OK to abort this installation.
The database is currently version 1.0. This
routine is not capable of upgrading from 1.0 to
1.2. Please contact the Lucent TSO for
instructions. Install will now exit.
The NT Server must have Internet
Information Server 3.0 with ASP support
loaded before attempting to install CentreVu
Explorer. Complete the Internet Information
Server installation before attempting to install
CentreVu Explorer.
The NT Server must have Microsoft SQL
Server 6.5 loaded before attempting to install
SQL Server 6.5. Complete the SQL Server
installation before attempting to install
CentreVu Explorer.
Internet Information Server is not set up
correctly. Have your NT Administrator
correct the problem before attempting to
install CentreVu Explorer.
Contact the National Customer Care Center.
* Microsoft is a registered trademark of Microsoft Corp.
† Windows NT is a registered trademark of Microsoft Corp.
Introduction 3-3
Page 52
Troubleshooting
SQL Server Error Messages1
This table lists the SQL server error messages.
Error MessageCorrective Action
Error: 1105, Severity: 17, State: 2
Can’t allocate space for object ’Syslogs’ in
database ’[dbname]’ because the ’logsegment’
is full. If you ran out of space in Syslogs,
dump the transaction log. Otherwise, use
ALTER DATABASE or sp_extendsegment to
increase the size of the segment.
Error: 1105, Severity: 17, State: 1
Can’t allocate space for object ’[object name]’
in database ’tempdb’ because the ’system’
segment is full. If you ran out of space in
Syslogs, dump the transaction log.
Mesg 17148: SQL Server terminating due to
'stop' request from Service Control Manager
INFORMATION
SQL Server Scheduled Task: 7, 'Update
Usage' -- Status: Failed
-- Task Invoked on: 3/10/97 12:35:15 PM -Message: DBCC execution completed. If
DBCC printed error messages, see your
System Administrator. (Message 2528)
An operation on the CentreVu Explorer
Database caused an internal database error.
This error indicates that the database ran out
of log space. Record the message and contact
the National Customer Care Center.
An operation on the CentreVu Explorer
Database caused an internal database error.
This error indicates that the database ran out
of space. Use the Data Discard Dialog Box
described in the CentreVu Explorer Versions
1.2 User Guide Issue 2 (585-215-840)
document. If that doesn’t help, record the
message and contact the National Customer
Care Center.
SQL Server was shutdown manually.
Contact your database administrator to have
the service restarted.
Record the message and contact the National
Customer Care Center.
No corrective action required.
INFORMATION
SQL Executive Service successfully started No corrective action required.
3-4 Introduction
Page 53
Troubleshooting
Data Import Service Messages1
This table lists the data import service messages.
Error MessagesCorrective Action
The service was started.
INFORMATION
The service was stopped.
INFORMATION
The CentreVu Explorer Service was installed.
INFORMATION
The CentreVu Explorer Service was removed.
INFORMATION
The initialization process failed.
WA R NI N G
Could not read the file chrnnnn.xxx
WA R NI N G
chrnnnn.xxx file is either corrupt or invalid.
INFORMATION
No corrective action required. This is merely
an informational message.
No corrective action required. This is merely
an informational message.
No corrective action required. This is merely
an informational message.
No corrective action required. This is merely
an informational message.
Record the message and contact the National
Customer Care Center.
The listed file could not be processed by the
Data Import Service.
Record the message and contact the National
Customer Care Center.
An External Call History data file from the
CMS was not in the expected format. Record
the message and contact the National
Customer Care Center.
Introduction 3-5
Page 54
Troubleshooting
OBDC Error Messages1
This table lists the OBDC error messages.
Error MessageCorrective Action
[Microsoft] [ODBC SQL Server Driver] [SQL
Server] Login failed
WA R NI N G
[Microsoft] [ODBC Driver Manager]
Connection not open
WA R NI N G
An attempt to login to SQL has failed. Record
the message and contact the National
Customer Care Center.
Record the message and contact the National
Customer Care Center.
DB-Library Error Messages1
This table lists the DB-Library error messages.
Error MessageCorrective Action
DB-LIBRARY error - Unexpected EOF from
SQL Server. Connection broken.
ERROR
DB-LIBRARY error - DBPROCESS is dead
or not enabled.
ERROR
The connection to SQL Server was lost.
Record the message and contact the National
Customer Care Center.
An attempt was made to communicate with a
non-existent process.
Record the message and contact the National
Customer Care Center.
DB-LIBRARY error - Attempt to bind to a
non-existent column.
3-6 Introduction
The file format of the ECH file from the CMS
does not match what was expected.
Record the message and contact the National
Customer Care Center.
Page 55
Troubleshooting
Log-in Error Messages1
This table lists the DB-Library error messages
Error MessageCorrective Action
The CentreVu Explorer Service which loads
the call history data is not processing at this
time. Please contact your Windows NT system
administrator for help
The database is more than 95% full. Refer to
the Data Discard section of this document.
Service Affecting Automated Procedures1
This section documents the automated procedures within CentreVu Explorer that
cause service interruptions. The interruptions range from moments to over an hour
in duration. The time of day is listed where applicable.
Data Import1
The Data Import Service runs continuously and is responsible for putting External
Call History data from the Call Manager System (CMS) into the CentreVu Explorer
SQL Server database. The Data Import Service can be configured to check for the
existence of new data from the CMS at any interval from one minute to several
days.
Each time the Data Import Service finds a file to import, it immediately inserts those
records into the database. This procedure has the potential to lock out query requests
for the duration of the import procedure, although the likelihood is quite small. The
import procedure typically lasts less than one minute for call centers with large
volumes of automatic call distribution (ACD) data.
Introduction 3-7
Page 56
Troubleshooting
Database Maintenance Procedures1
CentreVu Explorer contains built in database maintenance procedures designed to
keep the database healthy and responsive. These procedures are setup during the
installation of CenterVu Explorer and are scheduled to run automatically in the late
evening and early morning hours. These maintenance procedures vary in duration
depending on the size of the database, the call traffic, and the hardware that hosts the
CentreVu Explorer Server. The durations can range from a few seconds to hours
depending on these variables.
3-8 Introduction
Page 57
CentreVu
E
xplorer
A
Appendix A1
NT Server Connection Assistance1
The following sections provide assistance in connecting CentreVu® Explorer to your
local area network (LAN). In particular, these instructions pertain to the
administration of the Microsoft
*
Windows NT† Server 4.0.
Note:
*Microsoft is a registered trademark of Microsoft Corp.
†Windows NT is a registered trademark of Microsoft Corp.
Refer to the Microsoft software support manuals and your network
administrator for further assistance.
NT Server Connection Assistance A-1
Page 58
Appendix A
Establishing Server Network Connection1
Hardware1
Communication between CentreVu Explorer and CentreVu Call Management
System (CMS) is provided via a LAN connection. Additionally, for terminals
external to the CentreVu Explorer server, access is provided via a LAN.
Networks may be one of the following:
l
Ethernet
l
Token Ring.
The appropriate hardware must be installed on CentreVu Explorer respective to the
network topology. Follow the instructions provided with the hardware interface to
install the card in your system.
Software1
CentreVu Explorer must be configured as follows to properly communicate with the
CentreVu CMS. This configuration is accessed via the network system settings on
your system. To access these settings:
1. Click the Start Button, point to Settings, and click Control Panel.
2. Double click the Network icon. This assigns the software configurations
detailed in the following sections.
A-2 NT Server Connection Assistance
Page 59
Appendix A
CentreVu
Select the Identification tab in the Network Administration window. The following
screen appears:
Explorer Server Identification1
Enter the following information:
1. Computer Name—This field provides a place to type the host name for
your computer. This is the name of the CentreVu Explorer server. This
might be a name you use to identify your computer on a smaller, local
network. The host name is combined with a domain name or suffix to
create your intranet address.
2. Domain Name—This field provides a place to type the name of the domain
for your computer. Domain refers to a set of computers on a network that
have been assigned a group name. For example, a company's domain name
on the internet might be “thiscompany.com.” A domain can contain two or
more workgroups.
NT Server Connection Assistance A-3
Page 60
Appendix A
CentreVu
The Ethernet or Token Ring assignments must be made to successfully connect to
the network. Assignments are made in the Protocols tab of the Network
Administration window. Following is a representative setup of an Ethernet
environment.
Select the Protocols tab from the Network dialog box.
Explorer Protocol Assignment1
A-4 NT Server Connection Assistance
Page 61
Appendix A
Select the TCP/IP Protocol item from the Protocols tab of the Network dialog box.
The following window is displayed:
Enter the appropriate IP address for the CentreVu Explorer server. Also enter the
Subnet Mask and Default Gateway information.
1. IP Address—Enter the IP address obtained from your network
administrator. An IP address is 4 numbers from 0 to 255, separated by
periods.
2. Subnet Mask—Enter the Subnet Mask number obtained from your network
administrator. This number combined with the IP address identifies the
network your computer is on.
3. Default Gateway—Enter the number for the gateway you want to add. The
value in each field must be a number between 0 and 255. A gateway is a
connection or interchange point that connects two networks that would
otherwise be incompatible. For example, a LAN may need a gateway to
connect it to a WAN or to the Internet.
NT Server Connection Assistance A-5
Page 62
Appendix A
The DNS Server information is configured via the DNS tab. After selecting the
DNS tab, the following screen appears:
The following information is required:
l
Host Name—Enter the same information entered in the Computer Name
field in the Identification tab.
l
Domain—Enter the same information entered in the Domain field in the
Identification tab.
A-6 NT Server Connection Assistance
Page 63
Set the adapter to Auto Detect in the Adapters tab.
Appendix A
Caution
After setting up the system software, you must restart your
computer for the changes to take effect. Exit all programs and save any work
in progress.
If you are still experiencing problems, contact your network administrator for the
proper software setup.
NT Server Connection Assistance A-7
Page 64
Appendix A
A-8 NT Server Connection Assistance
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