Avaya EE Attendant Console User Manual

Enterprise Edge Attendant Console Set Up and Operation Guide
1-800-4 NORTEL www.nortelnetworks.com
© 1999 Nortel Networks P0908543 Issue 01

Contents

About this guide 5 Conventions 6 Reference documents 6
Chapter 2 Preparing for installation 7
How Enterprise Edge Attendant Console works 7
Enterprise Edge Attendant Console Server component 7 Enterprise Edge Attendant Console Attendant component 8
Enterprise Edge Attendant Console Reports component 8 Company model 8 Requirements for Enterprise Edge Attendant Console 8
Enterprise Edge telephone system requirements 9
PC system requirements for installing the Attendant component on a
client PC 9
PC system requirements for Unified Manager 10
Chapter 3 Preparing the PC environment 11
Windows networking for an attendant 11 Windows networking for reports 13
Chapter 4 Installing Enterprise Edge Attendant Console 15
Installing the Enterprise Edge Attendant Console Attendant component 15
Chapter 5 Configuring Enterprise Edge Attendant Console 17
Configuring the Server component 17
Setting Logging options 18 Configuring the Attendant component 19
Starting the Attendant component for the first time 19
Starting the Attendant Component 19
Quitting the Attendant component 20
Types of Attendant setups 20
Setting up other Attendant features 24 Starting the Reports component 27 Configuring the Reports component 27
Quitting the Reports component 27 Networked operations 27 Verifying Enterprise Edge Attendant Console installation 28
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Chapter 6 Upgrading Enterprise Edge Attendant Console 31
Adding additional Enterprise Edge Attendant Console attendants 31 Removing Enterprise Edge Attendant Console 31
Chapter 7 Troubleshooting 33
Troubleshooting the Server component 33
Logging Server component activity 33 Troubleshooting Attendant component installation 37
Logging Attendant activity 39 Troubleshooting the Reports component 40
Glossary 43
Index 45
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About Enterprise Edge Attendant Console

Enterprise Edge Attendant Console is an application that provides centralized call management and call activity reporting capability to a business. It runs on one or more Pentium® Class personal computers (PCs).
With Enterprise Edge Attendant Console, a telephone attendant uses a graphical user interface. You can customize the way Enterprise Edge Attendant Console is set up to best suit your company’s call management requirements. The attendant uses the interface to:
originate calls
answer and manage multiple calls
view a company’s name before answering a call
record, add and change caller information for future use
quickly access information about a caller
transfer calls to employees or their Enterprise Edge Voice Messaging extension
send the caller’s name to the employee’s Enterprise Edge telephone display
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park calls and page employees
view, in a Directory, information about your company’s employees such as their extension number, employee status and telephone status
create and print reports showing how incoming calls are handled
view the status of all extensions in the company’s Enterprise Edge server
For information about using these features, refer to the Enterprise Edge Attendant Console User Guide.

About this guide

This document describes how to install and set up an Enterprise Edge Attendant Console system for use in your company.
The instructions in this guide are designed for experienced PC users who are familiar with client/server software installations, Enterprise Edge technology and Local Area Network (LAN) technology.
If you encounter problems or require definitions of error messages during installation, refer to Troubleshooting on page 33.
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Conventions

The term LAN refers to a Local Area Network that supports TCP/IP.

Reference documents

You may need to refer to the following documentation:
the Enterprise Edge Operations Guide and Enterprise Edge Server Guide that comes with your Enterprise Edge server
the Enterprise Edge Voice Messaging installation and set up documentation that comes with your Enterprise Edge product package
the Enterprise Edge Attendant Console User Guide
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Preparing for installation

Before you install Enterprise Edge Attendant Console:
read the section How Enterprise Edge Attendant Console works on page 7.
read the section Company model on page 8.
review the requirements. Re fer to Requirements for Enterprise Edge Attendant
Console on page 8.
make sure your Enterprise Edge telephone system is installed properly and is functioning correctly. Refer to Preparing the PC environment on page 11.
After you complete these steps, read Installing Enterprise Edge Attendant Console on page 15 before you proceed.

How Enterprise Edge Attendant Console works

Enterprise Edge Attendant Console is a client/server software system consisting of the following three components:
Enterprise Edge Attendant Console Server component
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Enterprise Edge Attendant Console Attendant component
Enterprise Edge Attendant Console Reports component

Enterprise Edge Attendant Console Server component

The Server component supports the Attendant component running on PCs connected through a Transmission Control Protocol/Internet Protocol (TCP/IP) based LAN.
The Server component also uses this interface to request Enterprise Edge server call processing features.
The Server component communicates with the Attendant component(s) using the industry standard TCP/IP protocol, passing information about call arrival, telephone status and the database to the Attendant component(s) as required. It also handles Attendant component requests for Enterprise Edge server operations.
The Server component maintains and collects call-processing information in an on-line database for use in call handling and maintains call detail information for reporting purposes.
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Enterprise Edge Attendant Console Attendant component

The Attendant component controls the graphical user interface for operating Enterprise Edge Attendant Console. The Attendant component displays incoming call information, Enterprise Edge telephone status, directory information and call disposition requests for enhancing the telephone attendant’s productivity and responsiveness.
Note: The Attendant component must be installed on all attendants’ PCs. The Attendant component communicates with the Server component using TCP/IP
to perform call handling on the Enterprise Edge server and to access and manage the server database.

Enterprise Edge Attendant Console Reports component

The Reports component provides the capability to display and print the information in the call processing database that is maintained by the Server component. The Reports component is installed automatically with the Attendant component and it accesses the server database using TCP/IP.

Company model

You can set up a Enterprise Edge Attendant Console system with a networked model. In a networked model, one or more attendants manage the calls for a company with their PCs connected through a network to the Server component.
To set up more than one attendant to manage a company’s calls, you can connect the Server component to additional PCs through a LAN. The Attendant component can be installed on the same PC as the Server component as well as on other LAN­attached PCs. An Attendant component license is required for each additional copy of the Attendant component.

Requirements for Enterprise Edge Attendant Console

Install the Reports component on the same PC as the Attendant component. When you install the Server component, the Attendant component is automatically
installed at the same time. This occurs even when the attendant position is on a different PC. This is so that you can easily check the Enterprise Edge Attendant Console installation from the Enterprise Edge server. After you perform the check, you can shut down the Attendant component at the Enterprise Edge server.
Before you install Enterprise Edge Attendant Console, check that your equipment meets:
the Enterprise Edge telephone system requirements.
the PC system requirements for the Attendant component.
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Enterprise Edge telephone system requirements

Enterprise Edge Attendant Console operates with the Enterprise Edge server. The Enterprise Edge server must be equipped with trunk modules capable of
receiving Caller ID information. You must also subscribe to the Caller ID functions through the local telephone company.
Make sure that each attendant has an Enterprise Edge two line display display telephone and a headset.
The Enterprise Edge Attendant Console Attendant component can monitor the following telephones:
Enterprise Edge two line display
Enterprise Edge one line display
2500 - type (industry standard)
Enterprise Edge Companion wireless
Enterprise Edge Attendant Console supports Visual Call Announcing and Control on Enterprise Edge two line display telephones.
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PC system requirements for installing the Attendant component on a client PC

If you install the Attendant component on a PC, you require the following PC hardware and software:
Minimum hardware requirements:
•Pentium®-based PC
32 MB of memory or greater
10 MB available disk space (total disk space required for either the stand-alone model or networked model.)
Note: Additional disk space may be required for the server database. The
required size of the server database depends on the call volume and the frequency of call record deletion.
Local Area Network connection for client software installation
SVGA monitor with a minimum resolution of 800 x 600 and .28 dot pitch or smaller
keyboard and mouse supported by Windows
printer supported by Windows (optional, for report printing)
PCI - bus Network Interface Adapter, 10/100 MB Ethernet
Note: Excludes NE2000-Class cards
Software requirements:
Windows® 95, Windows® 98 or Windows NT® 4.0 Operating System
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PC system requirements for Unified Manager

Minimum hardware requirements:
Win NT workstation running on P133 or higher CPU (or compatible)
64 MB of memory or greater
10 MB available disk space Note: Additional disk space may be required for the server database. The
required size of the server database depends on the call volume and the frequency of call record deletion.
Local Area Network connection for client software installation
SVGA 17" monitor with a minimum resolution of 1024 x 768 and .28 dot pitch
Software requirements:
Windows® 95, Windows® 98 or Windows NT® 4.0 Operating System
Either:
Netscape Communicator 4.5 or greater with these Advanced settings: Java: on Cached document comparison: every time
or
Internet Explorer 4.0 or greater with JVM (Java Virtual Machine) version 5.0 (build 5.0.0.3167 or greater) and these Temporary Internet File settings: Check for newer versions: every visit Advanced: Java VM
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Preparing the PC environment

To prepare the PC environment:
ensure the LAN is installed and functioning properly. Consult your network administrator for assistance if necessary.
Enterprise Edge Attendant Console uses TCP/IP to communicate between the Server component and the Attendant component. This protocol must be installed on every PC that runs Enterprise Edge Attendant Console. This includes PCs that are installed as stand-alone. Follow the steps in Windows networking for an
attendant on page 11 and Windows networking for an attendant on page 11.

Windows networking for an attendant

Enterprise Edge Attendant Console uses the industry standard TCP/IP protocol to communicate between the Enterprise Edge server and the Attendant component. This means that you need the Windows Network component for all Enterprise Edge Attendant Console PCs, including those without a LAN adapter.
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The Enterprise Edge Attendant Console installation process does not install the Windows Network component. For instructions on installing the Windows Networking component, refer to your network or Windows documentation.
To check that the Windows system is correctly set up before you install the Enterprise Edge Attendant Console Attendant component:
Note: If your company has a network administrator, check with your
administrator before changing any network configuration parameters.
1. Start Windows on the Attendant PC.
2. On the Windows taskbar , click Start, point to Settings and then click Control Panel.
3. Double-click the Network icon. The Network window opens with the Configuration tab displayed.
4. Check that TCP/IP is on the list of installed network components. If not, click the Add button to install this protocol using the Windows installation procedures.
5. Double-click TCP/IP. For Attendant PCs, check with your network administrator that the IPAddress option is consistent with other PCs on the network. Normally, the Obtain an IP address automatically option is selected.
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6. Install any components that are not present from the Windows installation package or consult your network administrator for assistance. When these items are checked, close the windows.
Checking the network components before installation
Before you install Enterprise Edge Service over the network, check that the required network components are installed on the Attendant PC.
Note: If your company has a network administrator, check with your
administrator before changing any network configuration parameters.
To check for required network components on the Attendant PC:
1. Start Windows on the PC.
2. On the Windows taskbar , click Start, point to Settings and then click Control Panel.
3. Double-click the Network icon. The Network window opens with the Configuration tab displayed.
4. Check that all the following appear:
a Network adapter
the NetBEUI protocol
File and printer sharing for Microsoft Networks
If they do not appear, return to the Configuration tab in the Network window and click the Add button to add these protocols using the Windows installation instructions.
5. Close the Network window.
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Windows networking for reports

When Enterprise Edge Attendant Console processes incoming calls, it stores information about each call in a centralized database on the server PC. The Reports component uses this database to prepare different types of call reports. If the Reports component is executed on a PC, you must first locate the centralized server database from the PC running the reports. Refer to Configuring the Reports
component on page 27.
To support operation of the Reports component on a networked Attendant PC:
1. Check that the Network window on the server PC has a network adapter in the components list and that the NetBEUI protocol is present.
2. Check that the File and printer sharing component is present and enabled.
3. If any of these protocols are not present, add these protocols using the Windows installation instructions.
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To share the server database with the Reports component over the network:
1. On the Windows taskbar of the Enterprise Edge server, click Start, point to Find and then click Files or Folders. The Find: All Files dialog box appears.
2. In the Named box type consoleservicedb.
3. Click the Find Now button.
4. Right-click the consoleservicedb folder and click Sharing. The ConsoleServiceDB Properties dialog box opens.
5. Select the Shared as option.
6. Click the Permissions button. The Access Through Share Permissions dialog box opens.
7. From the Type of Access list box, select Full Control.
8. Click the OK button. A message appears asking if you want to include DOS users.
9. Click the Yes button.
10. Click the Apply button.
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Installing Enterprise Edge Attendant Console

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To install Enterprise Edge Attendant Console, complete each of the following steps in order. Each step is described in detail in this guide.
1. Ensure you have all the contents of the Enterprise Edge Attendant Console package.
2. Ensure all telephone system, PC and network requirements are met. Refer to
Preparing the PC environment on page 11.
3. Install the Attendant component by following the procedures in Installing the
Enterprise Edge Attendant Console Attendant component on page 15.
If you encounter error messages during the installation process, refer to
Troubleshooting on page 33.

Installing the Enterprise Edge Attendant Console Attendant component

On the Attendant PCs, install the Enterprise Edge Attendant Console Attendant software. To install the Enterprise Edge Attendant Console Attendant software on an Attendant PC:
1. Exit any Windows programs that are running.
2. On the taskbar, click the Start button, point to Find and then click Computer . The Find: Computer dialog box appears.
3. In the Named list box, type the name of the Enterprise Edge server, or select the Enterprise Edge server from the list. If you do not know the name, ask your System Administrator.
4. Click the Find Now button. The icon of the computer appears in the list below.
5. Double-click the computer icon. The computer’s window opens.
6. Double-click the NortelDT folder.
7. Double-click the Attendant Console folder.
8. Double-click the Setup.exe file. The Enterprise Edge Attendant Console Installation dialog box appears.
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