Lucent Technologies CentreVu Supervisor Version 8, CentreVu Supervisor Installation And Getting Started Manual

CentreVu® Supervisor
Version 8
Installation and Getting Started
1
585-210-928 Comcode 108502170 Issue 1 December 1999
Copyright© 1999 Lucent Technologies
All Rights Reserved
Printed in U.S.A.
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 wor kin g on yo ur c omp any ’ s beh al f. N ote tha t th ere 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 or 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 need technical support or assistance, call Te chnical Service
by toll fraud and you
Center Toll Fraud Intervention Hotline at 1-800-643-2353.
Trademarks
CentreVu is a trademark of Lucent Technologies.
DEFINITY is a registered trademark of Lucent Technologies.
INFORMIX is a registered trademark of INFORMIX Software, Inc.
INTEL and Pentium are registered trademarks of Intel Corporation.
Microsoft, MS, Windows, and NT are registered trademarks of Microsoft Corp.
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All other product names mentioned herein are the trademarks of their respective owners.
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2855 N. Franklin Road Indianapolis, IN 46219 U.S.A.
Order: CentreVu Supervisor Version 8
Installation and Getting Started guide Document No.585-210-928 Comcode 108502170 Issue 1, December 1999
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.
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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.
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Intellectual property related to this product (including trademarks) and registered to AT&T Corporation has been transfer red 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.
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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.
Warranty
Lucent Technologies provides a limited warranty on this product. Refer to the “Limited use Software License Agreement” card provided with your package.

Client Software License Agreement

DEFINITIONS
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“Lucent” means Lucent Technologies Inc.
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“You”, “Your”, or “Licensee” means the person or business entity who purchased this License to use this Client Software or for whom such License was purchased.
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“Client Software” means a software application that operates on a computer system t hat provides resources to Client Software.
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“Documentation” means the manual and any other printed material provided by Lucent with the Client Software.
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“License” means the License purchased and granted pursuant to this Agreement.
LICENSE AND PROTECTION
1. License Gra nt. Lucent grants to You, subject to the following ter ms and cond ition s, a
nonexclusive , n on tr a ns fe r able right to use the C lient Software on m ulti ple s ingle user device s, maximum simultaneous user s of the Client Software be ing limited to the nu mber Lice nsed and authorized by Lucent. THE SERVER SOFTWARE AUTOMATICALLY PREVENTS SIMULTANEOUS USE BY MORE THAN THE AUTHORIZED NUMBER OF USERS. Lucent reserves all rights not expressly gr anted to You.
2. Protection of Software. You agree to take all reasonable steps to protect the Client Software
and Documentation from unauthorized copy or use. The Client Software source code represents and embodies trade secrets of Lucent and/or its licensors . The source code and embodied trade secrets are not licensed to You and any modification, addition, or deletion is strictly prohibited. You agree not to disassemble, decompile, or otherwise reverse engineer the Client Software in order to discover the source code and/or the trade secrets contained in the source code or for any other reason.
To the extent that the Client Software is located in a Member State of the European Community and You need information about the Client Software in order to achieve interoperability of an independently created software program with the Client Software, You shall first request such information from Lucent. Unless Lucent refuses to make such information available, You shall not take any steps, such as reverse assembly or reverse compilation, to derive a source code equivalent to the Client Software. Lucent may charge You a reasonable fee for the provision of such information.
3. Copies. You may make multiple copies of the Client Software, provided You do not receive
any payment, com m erc ia l benefit, or o the r c o ns id e ration for reproduction or use. You may not copy Documentation unless it carries a statement that copying is permitted. All proprietary rights notices must be faithfully reproduc ed and included on all copies.
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adaptations or copies) remains with Lu cent and/or its licensors.
5. Restrictions. You agree not to rent, lease, sublicense, modify or time share the Client Software
or Documentation.
Introduction
6. Termination. This Agreement shall automatically terminate if You breach any of the terms or
conditions of this Agreement. You agree to destroy the original and all copies of the Client Software and Documentation, or to return them to Lucent, upon Termination of this License.
LIMITED WARRANTY AND LIMITED LIABILITY
1. Compatibility. The Client Software is only compatible with certain computers and operating
systems. THE SOFTWARE IS NOT WARRANTED FOR NONCOMPATIBLE SYSTEMS.
2. Software. Lucent warrants that if the Client Software fails to substantially conform to the
specifications in the Documentations and if the Client Software is returned to the place from which it was purchased within one (1) year from the date purchased, then Lucent will either replace the Client Software or offer to refund the License Fee to You upon return of all copies of the Client Software and Documentation to Lucent. In the event of a refund, the License shall terminate.
3. DISCLAIMER OF WARRANTIES. Lucent makes NO W ARRANTY, REPRESENT ATION
OR PROMISE NOT EXPRESSLY SET FORTH IN THIS AGREEMENT. LUCENT DISCLAIMS AND EXCLUDES ANY AND ALL IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. LUCENT DOES NOT WARRANT THAT THE CLIENT SOFTWARE OR DOCUMENTATION WILL SATISFY YOUR REQUIREMENTS OR THAT THE CLIENT SOFTWARE OR DOCUMENTATION ARE WITHOUT DEFECT OR ERROR OR THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED. Some states or countries do not allow the exclusion of implied warranties or limitations on how long an implied warranty lasts, so the above limitation may not apply to You. This warranty gives You specific legal rights which vary from state to state.
4. EXCLUSIVE REMEDY. EXCEPT FOR BODILY INJURY CAUSED BY LUCENT’S
NEGLIGENCE, LUCENT’S ENTIRE LIABILITY ARISING FROM OR RELATING TO THIS AGREEMENT OR THE CLIENT SOFTWARE OR DOCUMENTATION AND YOUR EXCLUSIVE REMEDY IS LIMITED TO DIRECT DAMAGES IN AN AMOUNT NOT TO EXCEED $10,000. LUCENT SHALL NOT IN ANY CASE BE LIABLE FOR ANY SPECIAL INCIDENTAL, CONSEQUENTIAL, INDIRECT OR PUNITIVE DAMAGES EVEN IF LUCENT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. LUCENT IS NOT RESPONSIBLE FOR LOST PROFITS OR REVENUE, LOSS OF USE OF THE CLIENT SOFTWARE, LOSS OF DATA, COSTS OF RECREATING LOST DATA, THE COST OF ANY SUBSTITUTE EQUIPMENT OR PROGRAM, OR CLAIMS BY ANY PARTY OTHER THAN YOU. Some states or countries do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to You.
Introduction
GENERAL CONDITIONS.
1. Governing Law. This Agreement shall be governed by, and interpreted in accordance with,
the substantive laws of the State of New Jersey of the United States of Amer ica.
2. Entire Agreement. This Agreement sets forth the entire understanding and agreement
between You and Lucent and may be amended only in a writing or writings signed by You and Lucent. NO VENDOR, DISTRIBUTOR, DEALER, RETAILER, SALES PERSON OR OTHER PERSON IS AUTHORIZED TO MODIFY THIS AGREEMENT OR TO MAKE ANY WARRANTY, REPRESENTATION OR PROMISE WHICH IS DIFFERENT THAN, OR IN ADDITION TO, THE REPRESENTATIONS OR PROMISES OF THIS AGREEMENT ABOUT THE SOFTWARE.
3. Export. Licensee hereby ag rees tha t it will no t kn owin gl y, directly or indirectly, without prior
written consent, if required, of the Office of Export Li censing of the U.S. Depart ment of Commerce, Washington D.C. 20230, export or transmit any of the Products to any group Q, S, W, Y, or Z country specified in the Export Administration Regulations issued by the U.S. Department of Commerce or to any country which such transmission is restricted by applicable regulations o r stat ues.
4. U.S. Government Restricted Rights. Use, duplication, or disclosure by the United States
Government is subject to restrictions as set forth in FAR 52.227-14 (June 1987) Alternate III (g)(3) (June 1987), FAR 52.227-19 (June 1987), or DFARS 52.227-7013 (c)(1)(ii) (June
1988), as applicable Contractor/Manufacturer is Lucent Technologies Inc. 11900 North Pecos Street, Westminster, Colorado 80234.
5. Assignment. Lucent may without your consent or notice to You, assign this Agreement to an
entity to which it transfers ownership of the Client Software. Upon the effective date of such assignment, You agree that Lucent shall be released and discharged from all obligations and liabilities under this Agreement.
0
Introduction
CentreVu
Supervisor Version 8 Installation and Getting Started
vii

Table of Contents

Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-1
Contents of This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-3
Conventions Used in This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-5
Related Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-6
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
About CentreVu Supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
About CentreVu CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Types of Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Checking Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Installation Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Learning to Use Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
What You Need on Your PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Other Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
What You Need for Your CentreVu CMS Server . . . . . . . . . . . . . . . . . . . . 1-12
CMS System Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13
Number of Supervisor Windows Allowed . . . . . . . . . . . . . . . . . . . . . 1-13
Number of Simultaneous Instances Allowed . . . . . . . . . . . . . . . . . . . 1-13
Number of PCs Allowed to Run Supervisor. . . . . . . . . . . . . . . . . . . . 1-14
Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
Reliability/Availability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
CentreVu
Supervisor
Installing CentreVu Supervisor on a Local PC. . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Preparing the Network Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting Up the PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Installing CentreVu Supervisor on a Shared Network Drive . . . . . . . . . . . . 3-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Network Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Client Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Uninstalling CentreVu Supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Performing the Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Getting Started with CentreVu Supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Establishing CentreVu CMS Server Connection Settings . . . . . . . . . . 5-2
Opening the CentreVu Supervisor Application . . . . . . . . . . . . . . . . . . 5-3
Establishing the Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Serial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Logging Into the CMS Server — First Time . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Logging Into CMS Server — After First Time . . . . . . . . . . . . . . . . . . . . . . 5-10
Automatic Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Manual Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Logging Off the CentreVu CMS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
Exiting Supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Changing Connection Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16
Exploring the CentreVu Supervisor Controller . . . . . . . . . . . . . . . . . . . . . 5-18
Not Logged Into the CMS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Logged Into the CMS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
Using the System Tray Icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36
Using Supervisor Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-37
Using Supervisor Selector Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-38
Tab Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-38
Available Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-39
Current ACD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-39
Script... Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-39
OK, Cancel, and Help Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-39
CentreVu
System Menu Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Title Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
Maximize, Minimize, and Close Buttons . . . . . . . . . . . . . . . . . . . . 5-19
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-19
Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21
Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-26
Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27
Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
Commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-32
Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34
Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35
Supervisor Version 8 Installation and Getting Started
viii
Completing Input Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-40
Completing Input Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-42
Using the Browse Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-43
Single Entity Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-43
Multiple Entries Input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-44
Using the History List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-46
Closing Supervisor Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-47
Performing CMS Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Running an Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Operations Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Actions Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Edit Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Adding Items to the CMS Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Finding Items in the CMS Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
List All. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Find one . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
Modifying Items in the CMS Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Deleting Items from the CMS Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15
Using CentreVu Supervisor Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Report Menus and Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Running a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Completing the Report Input Window . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Selecting Report Run Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Selecting Report Run Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Report Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Report Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21
Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22
Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-23
Formatting Table Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-24
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-25
Sort Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-26
Formatting Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-28
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-29
3D Effects Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-30
Axis Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32
Type Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-33
Title Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-35
Legend Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-36
CentreVu
Supervisor Version 8 Installation and Getting Started
ix
Data Labels Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-37
Minimizing Report Output Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-39
Minimized Report Thresholds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-41
Right Mouse Button Pop-Up Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-42
Rotating a 3D Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-46
Exporting Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-47
Copying Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-50
Resizing Report Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-51
Standard CMS Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-51
Graphical Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-51
Changing Column Widths. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-52
Selecting a Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-53
Using Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-54
Setting Report Threshold Highlights. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-56
Tips for Setting Report Threshold Highlights . . . . . . . . . . . . . . . . . . . 7-60
Available Agent Threshold Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-62
Available Split/Skill Threshold Settings . . . . . . . . . . . . . . . . . . . . . . . 7-67
Available VDN Threshold Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-70
Report Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-72
Options General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-73
Options Report Colors Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-75
Options Threshold Colors Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-76
Options Name Format Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-77
Creating a New Report Color Scheme . . . . . . . . . . . . . . . . . . . . . . . . . 7-78
Creating a New Threshold Color Scheme . . . . . . . . . . . . . . . . . . . . . . 7-82
Creating a New Name Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-85
Exiting and Restarting Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-86
CentreVu
Supervisor Version 8 Installation and Getting Started
x
Installing and Using CentreVu Terminal Emulator. . . . . . . . . . . . . . . . . . . . . 8-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Using Terminal with Supervisor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Installing Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Opening and Exiting Terminal and CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Opening Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Logging into CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Exiting Terminal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Using Terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Terminal Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Profile Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Edit Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Connection Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Reset Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Creating Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
Editing Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16
Setting Profile Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17
Modem Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-20
Terminal Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-23
Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-23
Information Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Saving as HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Using Save as HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GL-1
CentreVu
Communications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18
Network Connection Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18
Serial and Modem Connection Settings. . . . . . . . . . . . . . . . . . . 8-19
Font Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21
Unable to connect to the remote host.. . . . . . . . . . . . . . . . . . . . . . . 8-23
The connection to the remote host was lost.. . . . . . . . . . . . . . . . . . 8-23
The profile {name} does not exist. . . . . . . . . . . . . . . . . . . . . . . . . . . 8-23
The profile {name} exists, replace?. . . . . . . . . . . . . . . . . . . . . . . . . . 8-24
Save changes to {name}? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24
A connection is active, exit anyway?. . . . . . . . . . . . . . . . . . . . . . . . 8-24
Installation Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Login Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
OCX and DLL Incompatibilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11
Windows Swap Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11
Installing CentreVu Supervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11
Preserving CentreVu Supervisor User Profiles . . . . . . . . . . . . . . . 9-12
Resolving TCP/IP Host Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Proper Operation of Networking Software . . . . . . . . . . . . . . . . . . 9-13
Problems with Serial/Modem Connections. . . . . . . . . . . . . . . . . . 9-13
Using a Secondary System Password on the CMS Server . . . . . . 9-14
Output Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Not Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Using Existing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Save as HTML Template Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
Supervisor Version 8 Installation and Getting Started
xi
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IN-1
CentreVu
Supervisor Version 8 Installation and Getting Started
xii
CentreVu
Supervisor Version 8 Installation and Getting Started

Overview

Preface 0

Overview 1
The CentreVu® Supervisor Installation and Getting Started document includes the following information:
Instructions for installing CentreVu Supervisor (Supervisor) on a local PC from a network server or CD-ROM
Procedures for installing Supervisor to a Shared Network Drive
Procedures for uninstalling Supervisor
Instructions for using Supervisor
Procedures for installing and using CentreVu Terminal Emulator
Guidelines for responding to error messages that may be di splayed while installing Supervisor or logging into the CentreVu Call Mangement System (CMS) se rver.
P-1
CentreVu Supervisor
NOTE:
CentreVu Terminal must be separately installed; it is not automatically installed by CentreVu Supervisor Version 8.
CentreVu
Supervisor Version 8 Installation and Getting Started
Overview
This document is intended for anyone who is installing the CentreVu Supervisor software on the DEFINITY assumes that you are familiar with your PC and the Microsoft
98 or Windows NT
conventions. The following sections are included in this Preface:
®
Enterprise Communications Server (ECS). It
4.0 operating systems, including standard Windows
Contents of this Document Conventions Used in this Document Related Docu ments.
*
Windows†95 or
P-2
*Microsoft is a registered trademark of Microsoft Corp.
†Windows is a registered trademark of Microsoft Corp. ‡NT is a registered trademark of Microsoft Corp.
CentreVu
Supervisor Version 8 Installation and Getting Started

Contents of This Document

Contents of This Document 1
The document is organized into the following chapters:
Chapter 1 Introduction
This chapter introduces the CentreV u Supervisor application. It provides information on the following:
The two methods of installation
The items provided in the CentreVu Supervisor package
The equipment required to run CentreVu Supervisor
The Helpline numbers.
Chapter 2 Installing
This chapter walks you through the process of installing CentreVu Supervisor from a CD-ROM or the network onto a PC that will not access Supervisor over the network.
CentreVu
Supervisor on a Local PC
P-3
Chapter 3 Installing
CentreVu
Network Drive
This chapter describes the steps required to install the Supervisor applicatio n fil es (ex ecutables and defaul t file s) to a shared read-only folder on the network server.
Chapter 4 Uninstalling
This chapter describes the steps required to uninstall the CentreVu Supervisor Version 8 software.
Supervisor on a Shared
CentreVu
Supervisor
CentreVu
Supervisor Version 8 Installation and Getting Started
Contents of This Document
Chapter 5 Getting Started with
This chapter walks you through the process of starting Supervisor, logging into a CMS server, logging out of a CMS server, and exiting Supervisor. It also teaches you how to change your connection settings and gives you information about getting help with the Supervisor product.
Chapter 6 Performing CMS Operations
This chapter defines how to use windows that display as a result of selecting an item from any Operations tab, including detailed information on the Actions menu items in Operations input windows.
Chapter 7 Using
This chapter defines how reports are displayed in Supervisor and teaches you how to format and print reports, including selecting run dates and times. This chapter also gives detailed information on the Actions menu items available in report output w indows and teaches you how to export report information to another Windows application.
CentreVu
CentreVu
Supervisor Reports
Supervisor
P-4
Chapter 8 Installing and Using
This chapter gives you general information about the CentreVu Terminal application and explains how to install the CentreVu Terminal application and how to set it up to connect to the CMS server.
Chapter 9 Troubleshooting
This chapter gives you information on erro r messages th at you might receive while installing or using Supervisor and outlines basic troubleshooting procedures for the error messages.
CentreVu
Terminal
CentreVu
Supervisor Version 8 Installation and Getting Started

Conventions Used in This Document

Conventions Used in This Document 1
The following conventions are used in this document:
Convention Description
Bold Text Menu names, options, and icon names are shown in
bold text. For example: Choose Save from the File menu.
Initial Capital Letters
Courier Text
< > Variable text is marked by less-than/greater-than signs.
KEY+KEY Key combinations for which you must press and hold
Names of windows, dialog boxes, and keyboard keys. For example: This field is in the Manual Lo gin window.
Text you are asked to enter and system commands. For example: Enter
For example: Couldn’t create <filename>.
down one key and then press another. For example: ALT+4.
this
command.
P-5
Italic Text References to other documents, trademarks, and for
emphasis.
“ “ Sections and chapters that are referenced. For examp le:
See Chapter 1, “Introduction,” for an outline of the information in this book.
Click and Double click
Microsoft Windows or Window s
*Whenever you are asked to click or double click the mouse button, click button 1 (the left-most mouse button or primary button), unless button 2 (the right-most button or secondary button) is specified.
*Button 1 (left-most mouse button or primary button).
These terms are used to refer to both Microsoft Windows 95 or 98 and Microsoft Windows NT 4.0.
CentreVu
Supervisor Version 8 Installation and Getting Started

Related Documents

Related Documents 1
The following documents include additional information about the Call Management System or Supervisor:
CentreVu® Supervisor Version 5 User Guide (585-215-829)
CentreVu® Call Management System Release 3 Version 8 Administration (585-210-910)
CentreVu® Supervisor Version 8 Reports (585-210-929)
CentreVu® Call Management System Release 3 Version 8 Database Items and Calculations (585-210-939)
CentreVu® Call Management System Release 3 Version 5 Custom Reports (585-215-822)
Lucent Version 8 Call Center Change Description (585-210-925)
CentreVu® Call Management System Release 3 Version 8 External Call History Interface (585-210-912)
CentreVu® Advocate User Guide (585-210-927)
CentreVu® Call Management System Release 3 Version 8 Upgrades and Migrations (585-210-913)
CentreVu® Report Designer Version 8 User Guide (585-210-930)
CentreVu® Call Management System Release 3 Version 8 Hardware Maintenance and Troubleshooting (585-210-919)
CentreVu® Call Management System Release 3 Ver sio n 6 Software Installation and Maintenance (585-215-866)
CentreVu® Call Management System Release 3 Version 8 Planning, Configuration, and Implementation (585-210-920)
Sun SPARCserver Hardware Installation documentation, connectivity diagrams, and Maintenance and Troubleshooting documentation
P-6
CentreVu
Supervisor Version 8 Installation and Getting Started

Introduction

About CentreVu Supervisor

1-1
CentreVu Supervisor
Introduction 1
About
* Intel is a registered trademark of Intel Corporation.
†Windows 95 is a trademark of Microsoft Corp. ‡Windows 98 is a trademark of Microsoft Corp. **Windows NT is a trademark of Microsoft Corp.
CentreVu
The Lucent Technologies CentreVu® Supervisor (Supervisor) software is a graphical user interface to the Lucent CentreVu Call Management System Release 3 Version 8 (CentreVu CMS R3V8) or Call Management System Release 3 Version 6 (CentreVu CMS R3V6) software.
The Supervisor softw are runs on an Intel processor is preferred) that is running one of the following Microsoft Windows operating systems (see page 1-10 for more detailed requi remen ts):
Windows 95
Windows 98
Windows NT** 4.0 with Service Pack 4.
Supervisor 1
*
486-compatible processor (a Pentium
CentreVu
Supervisor Version 8 Installation and Getting Started
Introduction
About CentreVu Supervisor
NOTE:
Supervisor is not supported for all languages of Windows operating systems. For information about which versions of Supervisor are supported for which Windows operating systems, see the table on the following page.
The following table shows which language-versions of Supervisor are supported with which Windows operating systems ( indicates that the operating system is supported).
OS
English Dutch French German Italian Portuguese Spanish Japanese
Windows
English
Language
Windows 95
Windows 98
Windows
NT 4.0
Windows 95
1-2
Dutch
French
German
Italian
Windows 98
Windows
NT 4.0
Windows 95
Windows 98
Windows
NT 4.0
Windows 95
Windows 98
Windows
NT 4.0
Windows 95
Windows 98
Windows
NT 4.0
CentreVu
Supervisor Version 8 Installation and Getting Started
Introduction
About CentreVu Supervisor
OS
English Dutch French German Italian Portuguese Spanish Japanese
Windows
Portuguese
Spanish
Japanese
Language
Windows 95
Windows 98
Windows
NT 4.0
Windows 95
Windows 98
Windows
NT 4.0
Windows 95
Windows 98
Windows
NT 4.0
1-3
Introduction

About CentreVu CMS

CentreVu
Supervisor Version 8 Installation and Getting Started
1-4
About
CentreVu Call Management System (CMS) is a software product used by customers who have the Lucent Technologies DEFINITY Communications Server (ECS) or Lucent telecommunications switches and receive a large volume of telephone calls that are processed through the Automatic Call Distribution (ACD) feature of the switch. The CMS server collects call-traffic data, formats management reports, and provides an administrative interface to the ACD feature in the switch.
CentreVu
CMS 1
®
Enterprise
CentreVu
Supervisor Version 8 Installation and Getting Started
Introduction

Types of Installation

1-5
Types of Installation 1
There are several ways of installing the CentreVu Supervisor soft ware. This manual discusses the following methods:
Local installation. With this type of installation, all of the Supervisor software is installed locally on each PC from a CD-ROM or from a network server. When installing from the network, the network administrator first copies the Supervisor installation files to a shar ed installation folder that resides on the network. Then, the user runs a client setup from the installation folder to install Supervisor to disk space local to
the PC. See Chapter 2, “Installing CentreV u S upervi sor on a Local PC ,” for details.
Shared network installation. With this type of installation, the CentreVu Supervisor application software is installed to a shared application folder on the network server, but user-specific files and logs are stored in a Supervisor folder on each user’s PC or on their own network drive. See Chapter 3, “Installing CentreVu Supervisor on a Shared Network Drive,” for details.
CentreVu
Supervisor Version 8 Installation and Getting Started
Introduction

Checking Package Contents

1-6
Checking Package Contents 1
The CentreVu Supervisor software package includes the items listed in Table 1. Check the package contents to be sure all items are included.
Table 1: Ce ntreVu Supervisor Package Contents
Item Description
CentreVu Supervisor Software
CentreVu Installation and Getting Started document
If any of the items are missing or damaged, contac t your Lucent Account Team. International customers should contact their Lucent representative or distributor.
®
Supervisor
CD-ROM
Document Number (585-210-928)
CentreVu
Supervisor Version 8 Installation and Getting Started
Introduction

Installation Support

1-7
Installation Support 1
If you have difficulty installing Centr eVu Supervisor, refer to the following sources:
System requirements in “What You Need on Your PC” on page 1-10.
The online Help option provided with the installation program. (See
Online Help” on page 1-8.)
The tips in the readme.txt file on the CD-ROM. Use an editor such as Microsoft Windows Notepad to read the file.
The Install Status dialog box will display a list of all files installed for CentreVu Supervisor Release 8. Review this list to see that all files were successfully installed.
Chapter 9, “Troubleshooting.”
If you have further questions, contact the Lucent Technologies National Customer Care Center on 1-800-242-2121. For international support, call your Lucent representative or distributor for assistance.

Tips 1

The CD-ROM in your package includes a graphical installer to help you install your copy of CentreVu Supervisor.
The CD-ROM also supports the Microsoft Windows AutoPlay feature. If AutoPlay is enabled on the PC, insert the CD-ROM into the drive and the CentreVu Supervisor Setup program starts automatically.
NOTE:
See your system administrator for information on how to enable or disable AutoPlay on yo ur PC.
You can cancel the installation of CentreVu Supervisor at any time by selecting “Close” from the control menu, pressing Alt+F4, or pressing the F3 key. You can also cancel the installation by selecting the Cancel button at the bottom of the screen. The Supervisor installation program will exit installation and remove any files that were built by the program.
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Introduction
Installation Support
1-8

Online Help 1

CentreVu Supervisor provides online Help to assist you in installing and using Supervisor. This Help is divided into main categories (books), as shown on the Help Contents tab shown below:
Help Topics 1
T opics are the basic unit of a help project. Each Help book listed abov e contains a list of topics. Double-click on the book name to list the related topics, which are represented by a question mark, as shown above under Local Computer Installation.
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1-9
Learning to Use Help 1
You can get informatio n from Su p e rvisor Help in a number of ways. The method you use often depends on the type of informat ion you are sear ching for. The following methods of accessing Help are available:
Help Contents: Displayed by clicking on the Help menu from the Supervisor Controller Window and selecting C
Help on open windows: With a window open, you can press the F1 key to get help on that window.
Help on a specific topic: Choosing the Find tab from the Help Topics dialog box displays a window in which you can search for topics that contain a specific term or phrase.
What’s This Help: W ith a dialog box open that displays the icon in the title bar, help topics are available for each area or individual item in the dialog box. Click the icon, fo llowed by the item or area on which yo u want help. Yo u can also righ t-c lick certain items and select “What’s This?”
The Supervisor Help system provides several o the r f eatures such as boo kmark s for marking topics you refer t o frequen tly. For more information on using He lp, see your Win dow s docu ment at ion.
ontents.
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What You Need on Your PC

1-10
What You Need on Your PC 1
T o install and run CentreV u Supervisor, you need the following recommended configuration:
A Pentium* 133 MHz processor.
NOTE:
The minimum supported PC configuration is an Intel 486-compatible 66 MHz processor. If y ou have this configur ation, expect to experience slower response time.
A hard disk drive with 50 MB of free space. If you are ins talling Supervisor in more than one language, you will need an additional 5 MB of disk space for each language installed.
A CD-ROM drive.
Minimum of 32 MB RAM. If simultaneous Supervisor instances are running in the backgr ound, add itional memory may be r equired to maintain acceptable performance.
An SVGA monitor and adapter set to at least 800x600x256 colors graphics resolution.
Microsoft Windows 95 or 98 or Windows NT 4.0 operating system with Service Pack 4.
NOTE:
If you are installing Supervisor on a Windows NT 4.0 operating system, you must first install the Microsoft Service Pack 4 or later version.
A mouse compatible with the supported Windows operating systems.
For Network Connection
— WinSock 1.1 compliant TCP/IP stack — Ethernet communications board.
* Pentium is a registered trademark of Intel Corporation.
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For Serial Connection
— Serial cable correctly wired to support hardware flow control and a
16550A UART communications port
— Available COM port.
For Modem Connection—at least a 19.2 Kbps modem and a 16550A UART commun i cations po rt. If the modem is external, then the cable must be correctly wired to support hardware flow control.
1-11

Other Requirements 1

If you are upgrading from Supervisor 1.0 or 5.0 and you are running Windows
3.1, Windows for Workgroups 3.11, or Windows NT 3.51, you must upgrade your PC operating system to Microsoft Windows 95 or 98 or Windows NT 4.0 before you can install CentreVu Supervisor R8.
If you are installing Supervisor on a Windows 95 or 98 operating sy stem that does not have Internet Explorer 4.0, you need to install Dcom95 before installing CentreVu Supervisor. To install Dcom95, run the program located in the D com95 f ol der on y our Centr eVu Supervisor CD-ROM, or in the Supervisor folder on the network server. Dcom95 requires you to reboot your PC, so you need to close any open applications before running it.
dcom95.exe
If you are running Windows NT 4.0 and do not have Service Pack 4 installed, you must install it before installing CentreVu Supervisor.
If you have Windows NT 4.0 with no Service Pack, Service Pack 1 or Service Pack 2, you will need to install Service Pack 3 first, then Service Pack 4. If you have W in dow s N T 4. 0 with Service Pack 3, you will need to upgrade to Service Pack 4.
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Introduction

What You Need for Your CentreVu CMS Server

1-12
What You Need for Your
T o install and run CentreV u Supervisor, you need the following:
Sun* SPARCserver† computer
CentreVu Call Management System Release 3 Version 8 or Version 6 (CentreV u CMS R3V8 or R3V6).
NOTE:
If you are upgrading from Supervisor 1.0 or 5.0, you must upgrade your CMS server before you upgrade Supervisor. When logging into CentreVu CMS, you must have both Supervisor Version 8 and CentreVu CMS R3V8 or R3V6 or the login will fail, and an error message will appear. CentreVu Supervisor R8 will run with CentreVu CMS R3V6. You will be given the option to choose a version of CMS to use when logging into CentreVu Supervisor.
CentreVu
CMS Server1
*Sun is a registered trademark of Sun Microsystems, Inc.
†SPARCserver is a registered trademark of SPARC International licensed exclusively to Sun Microsystems.
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CMS System Capacities

1-13
CMS System Capacities 1
The CMS system capacities are unchanged by the Supervisor software. If you are putting your CentreVu Supervisor users on a LA N, then your net work must support the additional network traffic.

Number of Supervisor Windows Allowed 1

Supervisor allows users to open as many as 12 windows simultaneously. This limit is set for each user by the CMS system administrator. Windows that do not directly use CMS data, such as the color customization data, are not included in this limit. Windows that have been opened for other applications also are not included in this limit.
The Supervisor application can connect to a single CMS. Supervisor does not provide the capability to combine data from more than one CMS.

Number of Simultaneous Instances Allowed 1

With the recommended configuration listed in “What You Need on Your PC”
on page 1-10, you can run as many as four simultaneous Supervisor instances.
With an In tel 486-compatible processor, you are limited to one instance of Supervisor with one report.
With Windows 95, you are limited to one in stance of Super visor with six rep orts running or four instances of Supervisor with one report each.
The ability to launch several instances and their performance depends upon the memory and speed of the PC, and the other applications active on the PC. If simultaneous Supervisor instances are running in the background, additional memory may be required to maintain acceptable performance.
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CMS System Capacities
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Number of PCs Allowed to Run Supervisor 1

The number of PCs running CentreVu Supervisor is limited by the number of simultaneous users contracted for in the site-licensing agreement with Lucent. The CMS software will count the number of active CentreVu Supervisor clients that are logged in, and limit the number of simultaneous users to the number purchased by the customer.
A client may be logged into a CMS server once per user ID on a single PC.

Performance 1

When you are using Supervisor you may experience slightly slower response times for some actions. This could be for a v ariety of reasons. The fo llowing are a few possible reasons for slower performance:
The PC’s configuration, processor speed, Level 2 cache, hard disk speed, and video RAM could affect the response time.
If the Supervisor application is running simultane ously with other applications, performance of the Supervisor application could be affected by those other applications.
Two or more Supervisor instances running simultaneously could result in slightly slower than user response time.
If Supervisor is running in a LAN environment, Supervisor will generate additional network traffic. For example, if 250 Supervisor instances were running two real-time reports each, then Supervisor could require approximately 20% of the LAN’s capacity. Therefore, ensure that your LAN has been engineered appropriately.
In a LAN environment, network backups could cause congestion on the network, adversely affecting its performance.

Reliability/Availability 1

If serial links or LAN connectivity drop, the Supervisor application will automatically attempt to restore the connection if you logged in using the Automatic Login capability.
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Security 1

When Supervisor is connected to CMS, the same level of security is afforded to you as with a dedicated CMS terminal. The existing CMS permissions structure will be honored. When you are using Supervisor on a LAN, you will be able to access only the information that is available in a direct-connect environment.
Introduction
CMS System Capacities
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CentreVu
Supervisor Version 8 Installation and Getting Started

Installing CentreVu Supervisor on a Local PC

Overview

2-1
CentreVu Supervisor
Installing CentreVu Supervisor on a Local PC2
Overview 2
Local installation means that you install all of the files necessary to run
CentreVu
installation from either a CD-ROM or on a network server. If you are installing Supervisor from the network, you must first copy the
Supervisor installation files from the CD-ROM onto the network. Then you install Supervisor onto each client PC from the network.
You must have administrator privileges to install Supervisor on a PC running
Windows NT
This chapter includes the following sections:
*Windows NT is a trademark of Microsoft Corp.
®
Supervisor on disk space within a PC. You can perform this
*
4.0.
Installation Procedures Preparing the Network Folder Setting Up the PC.
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Installation Procedures

2-2
Installation Procedures 2
Use these procedures to install CentreVu Supervisor on a PC that will run the application from a local disk drive. If you are installing Supervisor on each PC
using the network, start with the “Preparing the Network Folder” section below. If you are installing Supervisor on each PC using the CD-ROM, go to “Setting Up the PC” on page 2-3.
NOTE:
For installation requirements, see “Other Requirements” on page 1-11.

Preparing the Network Folder 2

Installing CentreVu Supervisor over a network is a two-step process that consists of preparing the installation folder and then installing Supervisor on each PC.
To prepare the network folder, do the following:
1. At a PC that is connected to the network, insert the CentreVu Supervisor CD-ROM into the CD-ROM drive.
2. If AutoPlay is enabled on the PC, the Centr eVu Supervisor Setup program will start automatically after you insert the CD-ROM into the drive. Choose the Cancel button in the dialog box that displays, and then continue with Step 3
NOTE:
See your system administrator for information on how to enable or disable AutoPlay on yo ur PC.
3. Open Windows Explorer.
4. Create a folder on the network drive, and record the path to the folder for later use.
5. Using the Copy command or drag-and-drop, copy the contents of the CD­ROM to the folder you created in Step 4
.
. Be sure to copy all of the files.
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6. Verify that the network drive where you copied the contents of the
distribution medium is available to each PC that will be installing Supervisor from the network.
7. Go to “Setting Up the PC” below.
2-3

Setting Up the PC 2

1. Before starting the installation, close all running programs on the PC.
2. On the Supervisor distribution medium (CD-ROM or installation folder ) ,
locate and double-click on the installation tips on CentreVu Supervisor.
The file will be displayed in Windows Notepad, as shown below:
Readme.txt
file to view last minute
3. To exit the readme file, close the Notepad application.
4. To begin the installation, select the appropriate following step:
a. If installing from CD-ROM and AutoPlay is enabled, insert the CD
go to Step 10
.
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b. If installing from CD-ROM and AutoPlay is not enabl ed, f ollow
Steps 5
and 6, insert the CD and then proceed with Step 10.
2-4
c. If installing from the network, go to Step 5
Step 7
.
5. Click Start on the taskbar and select Run. The Run dialog box appears.
6. In the O CentreVu Supervisor, followed by
following example, the “c:” drive is selected.
pen text box, enter the drive from which you are installing
setup
, and then proceed with
, and then select OK. In the
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7. In the Run dialog box, select the Browse button. The Browse dialog box
appears.
8. In the Browse dialog box, navi gate to the drive and directory con taining the
Centre V uSupervisor files.
NOTE:
2-5
If the drive containing the Supervisor installation files is not mapped to the PC, you need to map a drive letter to where Supervisor has been installed on your network. To do this, open Windows Explorer and select M Network Drive from the T drive letter and enter the appropriate description in the path field; for example, \my_server\folder_name.
9. Locate and double-click on the
ools drop-down menu. Select any available
Setup.exe
file to begin the installation.
ap
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10. After a short wait, the CentreVu Supervisor 8.0 Installation Welcome window appears.
2-6
11. Select N Supervisor on your PC.
ext. Setup begins searching for a previous installation of
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12. The Type of Location dialog box appears.
13. Select Install to Local PC to install CentreVu Supervisor to a stand-alone
client PC or on the client’s own Local Area Network (LAN) drive.
2-7
14. If the setup progr am finds a previous installat ion of Supervis or
Version 8 or Version 6, the Previous Version Found dialog box appears. Click OK to continue with the installation.
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15. Select Next. Then select one of the following, depending on which dialog appears:
If the Replace CentreVu Supervisor 5.0 dialog box appears, it means that the setup program did not find a previous installation of Supervisor Version 8 or Version 6, but it found an installation of Supervisor Version 5. Go to Step 16
If the Replace CentreVu Supervisor 1.0 dialog box appears, it means that the setup program did not find a previous installation of Supervisor Version 8 or Version 6, but it found an installation of Supervisor Version 1. Go to Step 19 Version 1 could exist, but not both.)
If the Select Location dialog box appears, it means that the setup program did not find any previous installation of Supervisor. Go to Step 22
16. The Replace CentreVu Supervisor 5.0 dialog box appears.
.
.
. (Either Supervisor Version 5 or
2-8
17. Select one of the following:
Replace Existing—the setup program will delete the existing installation of Supervisor Version 5 and install Supervisor Version 8 in its place.
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Keep Existing—the setup program will keep the existing in stallation of Supervisor and prompt to install Supervi so r Version 8 in a different folder .
NOTE:
If you decide to keep the previous installation of Supervisor Version 5, you can uninstall it later using the uninstall executable file on the Supervisor CD-ROM. This file is named
removeV5.exe
.
2-9
18. Select N
ext.
19. The Replace CentreVu Supervisor 1.0 dialog box appears.
20. Select one of the following:
Replace Existing—the setup program will delete the existing installation of Supervisor Version 1 and install Supervisor Version 8 in its place.
Keep Existing—the setup program will keep the existing in stallation of Supervisor and prompt to install Supervi so r Version 8 in a different folder .
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NOTE:
If you decide to keep the previous installation of Supervisor Version 1, you can uninstall it later using th e uninstall ex ecutable f ile on the Supervisor CD-ROM. This file is named
removeV1.exe
.
2-10
21. Select N
22. The Select Location dialog box appears. If you are replacing the existing version of Supervisor, the Browse button will be disabled.
23. Assure that you have enough disk space to install the application to the specified drive.
ext.
NOTE:
The information on the bottom of the dialog box indicates the Current Free Disk Space and the Free Disk Space After Install.
24. Choose one of the following:
If you want to install the Supervisor files in the default installation path displayed, go to Step 28
If you want to install the CentreVu Supervisor files in a different drive or folder, go to Step 25
.
.
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25. Use the Browse option to display the Select Destination Directory dialog
box.
26. In the Select Destination Folder dialog box, do one of the following:
Navigate to the drive and folder where you want to install the files. Double click on the folder to select it.
Type the drive and folder where you want to install the files. If the folder does not exist, the Setup program creates it.
2-11
27. When you have selected the location, click OK. The destination path you
chose displays in the Select Location dialog box.
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28. Select Next. The Type of Install dialog box appears.
29. In the Type of Install dialog box, select one of the following:
Typical—this selection installs all of the basic options in English, which is required, and all of the basic options in the language of your Windows operating system. Go to Step 33
Custom—this selection lets you choose which options and language versions to install. Go to Step 30
.
.
2-12
NOTE:
If you are doing a Supervi sor Version 8 upgrade, you mus t also inst all all of the required languages. The Supervisor upgrade will not automatically reinstall the required languages.
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30. If you selected Custom, the Select Components dialog box appears. This
dialog box lets you select or deselect the components and language versions you want to install.
2-13
31. Before making your selections, read the bottom half of the dialog box. It
provides you with the following information:
The total space required to install the options you selected
The total space available on the specified drive (both the destination drive and the drive on which Windows exists).
32. Place a check mark in front of the components in the list box that you want
to install.
NOTE:
The English versions of Supervisor and on-line help are always installed. If you are running a supported non-English version of Windows, Setup will also install Supervisor and on-line help in the language that matches your Windows System. See page 1-2 for a table showing supported versions.
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33. Select Next. The Select Folder dialog box appears.
34. The Select Folder dialog box lets you sel ect a folder in which to put CentreVu Supervisor shortcuts. Do one of the following:
Choose the default folder displayed.
Enter a different folder name in the text box. The Supervisor setup program creates the folder.
Select a folder name from the list of existing groups.
2-14
35. Select N
ext.
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The Ready to Install dialog box appears.
36. Select Install to begin the installation. A progress indicator shows what
percentage of the files are being installed.
2-15
The Install Status dialog box will display a list of all files installed for CentreVu Supervisor Release 8. Review this list as needed to see that all files were successfully installed.
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When the installation is complete, the Install Successful dialog box appears.
2-16
37. Select F
38. CentreVu Supervisor installation is complete.
inish to return to your desktop.

Installing CentreVu Supervisor on a Shared Network Drive

Overview

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Supervisor Version 8 Installation and Getting Started
3-1
CentreVu Supervisor
Installing CentreVu Supervisor on a Shared Network Drive 3
Overview 3
This chapter explains how to install the CentreVu® Supervisor application software for use in a shared application folder configuration on the network drive. With this type of installation, the Supervisor executable files reside on the application server and are shared by multiple computers.
You must have administrator privileges to install Supervisor on a PC running
Windows NT
*
4.0.
You must first do a network setup to install Supervisor onto the network. Then, from each client workstation, you do a client setup to allow users to access Supervisor from their workstations.
This chapter includes the following sections:
Installation Procedures
Network Setup
Client Setup.
*Windows NT is a trademark of Microsoft Corp.
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Installation Procedures

3-2
Installation Procedures 3
Installing CentreVu Supervisor to a shared application folder is a two-step process that consists of the following:
Performing the network setu p
Performing a client setup at each client PC.
The network setup expands all program files and all language options into the network directory. In addition, this setup transfers a client setup program and its associated files to the network directory. You can do this setup from either the network installation folder or from a CD-ROM.
The client setup program allows clients to access Supervisor from the network server. Client setup creates a folder on the client PC. The icons in the folder point to the executable files on the application server. In addition, client setup allows you to identify where you want to put the user-specific files (these files
can be located on the client’s local drive or on the network).
NOTE:
For installation requirements, see “Other Requirements” on page 1-11.

Network Setup 3

To perform a network setup, you must have administrative privileges on a workstation that is running Windows. Then do the following:
1. Log on to the PC as a user with administrative privileges.
2. Before starting the installation, close all running programs on the PC.
3. Create a folder on the network drive to hold the Supervisor application files, and make it read-only and shared.
4. Verify that the network drive containing the application folder is connected to each client PC.
5. On the Supervisor distribution medium (CD-ROM or installation folder), locate and double-click on the installation tips on CentreVu Supervisor.
Readme.txt
file to view last minute
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The file will be displayed in Windows Notepad, as shown below:
6. To exit the readme file, close the Notepad application.
7. Insert the CentreVu Supervis or CD-ROM into the CD-ROM drive. One of
the following will occur:
If AutoPlay is enabled, setup starts automatically when you insert the CD-ROM. Go to Step 10
If AutoPlay is not enabled, proceed with Step 8.
.
3-3
8. Choose R
un from the Start menu. The Run dialog box appears.
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3-4
9. In the Open text box, ent er your CD-ROM dr ive, fol lowed by then select OK. In the following example, the “d:” drive is selected.
NOTE:
You can also install Supervisor from an installation folder on the network drive. If the drive containing the Supervisor installation files is not mapped to your PC, you need to type the network path in the O Run dialog box to map it to your PC.
10. After a short wait, the CentreVu Supervisor 8.0 Installation Welcome window appears.
setup
pen text box of the
, and
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11. Select Next. The Type of Location dialog box appears.
12. Select Install on Shared Network Drive to install the CentreVu
Supervisor application files to a folder on a shared network server.
3-5
13. Select N
ext. The Select Network Location dialog box appears.
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The setup program expands all program files and all lan guage versions into the network directory specified in the Select Network Location dialog box.
14. Check the Current Free Disk Space and the Free Disk Space After Install to assure that you have enough disk space to install the application to the specified drive.
15. Choose one of the following:
If you want to install the Supervisor files in the default installation path displayed, go to Step 19
If you want to install the CentreVu Supervisor files in a different drive or folder, go to Step 16
.
.
3-6
16. In the Select Network Location dialog box, use the Br display the Select Destination Folder dialog box.
17. Navigate to the drive containing the folder you created in Step 3 double-click on the folder to select it.
NOTE:
If performing a Supervisor upgrade, the upgrade must be installed in the same folder containing the previous Supervisor Version 8 software. It is the
system administrator’s responsibility to make sure that the client’s PC is mapped to the network drive and folder containing the Supervisor Version 8 software.
owse option to
, and
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18. Select OK. The drive and folder where Supervisor will be installed appears
in the Select Network Location dialog box.
3-7
19. Select N
20. Select Install to begin the installation. A progress indicator shows what
percentage of the files have been installed.
ext. The Ready to Install dialog box appears.
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When the installation is complete, the Install Successful dialog box appears.
3-8
21. Select Finish to return to your desktop.
22. CentreVu Supervisor installation is complete. Go to Chapter 5, “Getting
Started with CentreVu Supervisor,” to learn how to establish a connection to the CentreVu CMS server.
NOTE:
You may get a message that you need to restart your computer before running Supervisor. Press OK to restart your computer.
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3-9

Client Setup 3

The client setup program sets up the client computer to access CentreVu Supervisor from the network server. Supervisor setup installs the application files on the network, while client setup installs on the client PC only the user­specific files needed to run Supervisor.
NOTE:
You must run client setup from the physical PC that the client will use to access Supervisor. If you simply log into the network as each user and then run client setup, the program will not install properly.
To set up a client PC, do the following:
1. Before starting the installation, close all running programs on the PC.
2. In Windows Explorer or Network Neighborhood (Windows 95 or 98 or
Windows NT 4.0), navigate to the directory where CentreVu Supervisor is installed.
3. Locate and then double-click on the
4. After a short wait, the CentreVu Supervisor 8.0 Installation Welcome
window appears.
5. Select N
Supervisor on your PC.
ext. Setup begins searching for a previous installation of
setupclt.exe
file.
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6. If the setup program finds a previous installation of Supervisor Version 6 or Version 8, the Previous Version Found dialog box appears. Select OK to continue with the installation.
7. If the setup program did not find a previous installation of Supervisor Version 8, one of the following dialog boxes appears:
If the Replace CentreVu Supervisor 5.0 dialog box appears, it means that the setup program did not find a previous installation of Supervisor Version 8, but it found an installa tion of Superviso r Version
5. Go to Step 8
If the Replace CentreVu Supervisor 1.0 dialog box appears, it means that the setup program did not find a previous installation of Supervisor Version 8 or Version 6, but it found an installation of Supervisor Version 1. Go to Step 11 Version 1 could exist, but not both.)
If the Select Location dialog box appears, it means that the setup program did not find an installation of Supervisor Version 5. Go to Step 14
.
.
. (Either Su pervisor Version 5 or
3-10
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8. The Replace CentreVu Supervisor 5.0 dialog box appears.
9. Select one of the following:
Replace Existing—the setup program will delete the existing installation of Supervisor Version 5 and install Supervisor Version 8 in its place.
Keep Existing—the setup program will keep the existing in stallation of Supervisor and prompt to install Supervi so r Version 8 in a different folder .
3-11
NOTE:
If you decide to keep the previous installation of Supervisor Version 5, you can uninstall it later using the uninstall executable file on the Supervisor CD-ROM. This file is named
10. Select N
ext.
removeV5.exe
.
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Supervisor Version 8 Installation and Getting Started
Installing CentreVu Supervisor on a Shared Network Drive
Installation Procedures
11. The Replace CentreVu Supervisor 1.0 dialog box appears.
12. Select one of the following:
Replace Existing—the setup program will delete the existing installation of Supervisor Version 1 and install Supervisor Version 8 in its place.
Keep Existing—the setup program will keep the existing installation of Supervisor and prompt to instal l Supe rvis or Version 8 in a different folder .
3-12
NOTE:
If you decide to keep the previous installation of Supervisor Version 1, you can uninstall it later using th e uninstall ex ecutable f ile on the Supervisor CD-ROM. This file is named
13. Select N
ext.
removeV1.exe
.
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Installation Procedures
14. The Select Destination Directory dialog box appears. If you are replacing
the existing version of Supervisor, the Browse button will be disabled.
NOTE:
The Select Destination Directory dialog box lets you choose where you want to install user-specific files. If a previous user file location is not detected, the default location is c:\Lucent\CentreVu\Supervisor. If a previous user file location is detected, the client setup displays the user file path that was used for the previous installation.
15. Choose one of the following:
If you want to install the Supervisor files in the default installation path displayed, go to Step 19
If you want to install the Supervisor files in a different drive or folder, go to Step 16
.
.
3-13
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Installing CentreVu Supervisor on a Shared Network Drive
Installation Procedures
16. Use the Browse option to display the Select Destination Folder dialog box.
17. In the Select Destination Folder dialog box, do one of the following:
Navigate to the drive and folder where you want to install the files. Double click on the folder to select it.
Type the drive and folder where you want to install the files. If the folder does not exist, the Setup program creates it.
3-14
NOTE:
The user files can be located on the client’s local drive or on the network.
18. When you have selected the location, click OK. The destination path you chose displays in the Select Location dialog box.
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Installation Procedures
19. Select Next. The Type of Install dialog box appears.
20. In the Type of Install dialog box, select one of the following:
Typical—this selection installs all of the basic options in English, which is required, as well as all of the basic options in the language of your Windows operating system. Go to Step 23
Custom—this selection lets you choose which options and language versions to install. Go to Step 21
.
.
3-15
NOTE:
If you are doing a Superv isor Version 8 upgrade, you m ust also install all of the required languages. The Supervisor upgrade will not automatically reinstall the required languages.
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Installation Procedures
21. If you selected Custom, the Select Components dialog box appears. This dialog box lets you select or deselect the components and language versions you want to install.
3-16
22. Place a check mark in front of the compo nents in the list b ox that you want to install.
NOTE:
The English versions of Su pervisor and o n-line help are always instal led. If you are running a supported non-English version of Windows, Setup will also install Supervisor and on-line help in the language that matches your Windows System. See page 1-2 for a table listing supported versions.
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Installation Procedures
23. Select Next. The Select Folder dialog box appears.
24. The Select Folder dialog box lets you select a folder in which to p ut
CentreVu Supervisor shortcuts. Do one of the following:
Choose the default folder displayed.
Enter a different folder name in the text box. The Supervisor setup program creates the folder.
Select a folder name by from the list of existing groups.
3-17
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Installation Procedures
25. Select Next. The Ready to Install dialog box appears.
3-18
26. Select I percentage of the files are being installed.
The Install Status dialog box will display a list of all files installed for CentreV u Supervisor Release 8. Review this list as needed to see that all files were successfully installed.
nstall to begin the setup. A progress indicator shows what
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Supervisor Version 8 Installation and Getting Started
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Installation Procedures
When the installation is complete, the Install Successful dialog box appears.
3-19
27. Select F
28. CentreVu Supervisor installation is complete. Go to Chapter 5, “Getting
Started with CentreVu Supervisor,” to learn how to establish a connection to the CentreVu CMS server.
You may get a message that you need to restart your computer before running Sup ervisor. Press OK to restart your computer.
inish to return to your desktop.
NOTE:
Installing CentreVu Supervisor on a Shared Network Drive
Installation Procedures
CentreVu
Supervisor Version 8 Installation and Getting Started
3-20

Uninstalling CentreVu Supervisor

Overview

CentreVu
Supervisor Version 8 Installation and Getting Started
4-1
CentreVu Supervisor
Uninstalling CentreVu Supervisor 4
Overview 4
You can easily unin stall th e CentreVu® Supervisor Version 8 application using the Microsoft Windows Supervisor files and folders from the PC. Uninstall will not remove components, registry entries, files that are being used by other applications, or a folder that is not empty.
NOTE:
A registry is a Windows database that holds information about the system and its applications, including system settings, client, and server information.
This chapter explains how to perform a CentreVu Supervisor Version 8 uninstall.
*Microsoft Windows is a trademark of Microsoft Corp.
*
Add/Remove Programs wizard. Uninstall removes the
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Performing the Uninstall

4-2
Performing the Uninstall 4
T o uninstall the CentreVu Supervisor application, do the following:
1. Close all running programs on the PC.
2. Select Settings and then Control Panel in the Windows Start menu.
3. Double click on the Add/Remove Programs icon. The Add/Remove Programs Properties window opens.
4. Select the Install/Uninstall tab.
5. Highlight Lucent CentreVu Supervisor 8.0 in the list of installed software.
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Performing the Uninstall
6. Select the Add/Remove button. The following message displays:
7. Click Next. The Perform Uninstall window appears.
4-3
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Uninstalling CentreVu Supervisor
Performing the Uninstall
A progress indicator indicates the percentage of the files that are being removed.
NOTE:
If you press Cancel at this time, it will cancel the uninstall process, but because some files will have been deleted, Supervisor will not run. Also, if you try to uninstall Supervisor again after canceling the uninstall, you will not be able to do it.
8. After the uninstall is complete, you are returned to your desktop.
4-4
CentreVu
Supervisor Version 8 Installation and Getting Started

Getting Started with CentreVu Supervisor

Overview

5-1
CentreVu Supervisor
Getting Started with CentreVu Supervisor 5
Overview 5
This section familiarizes you with the main components of the Supervisor Controller window and teaches you a few basic skills you will use every time you work with the application. You will learn how to do the following:
Open the Supervisor application
Log into the CMS server
Log off the CMS server
Get help.
You will also learn abou t the following components of Supervisor Controller:
Menus
Icons
Status line
Windows.
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Overview
5-2
Establishing
CentreVu
CMS Server Connection
Settings
Y o u must establish connection settings in order to connect to the CMS server. If you have already established connection settings, go to the following sectio ns:
“Logging Into the CMS Server — First Time” on page 5-9
“Logging Into CMS Server — After First Time” on page 5-10.
There are three connection options:
Network
Serial
Modem.
You can set these options to connect to the CMS server one of two ways:
Automatic—used to login to the CMS server directly from Supervisor
Manual—used to login to the CMS server by way of the server’s Solaris* system. You would use manual login for the following reasons:
— You need to access — You are instructed to do so for troubleshooting purposes — Your version of Supervisor resides in a different Solaris system than
the CMS server.
cmssvc and cmsadm menus
5
NOTE:
For more information about your Solaris system, see your Solaris system administrator.
Now you are ready to open Supervisor and establish a connection to the CMS server. See “Opening the
CentreVu Supervisor Application” on page 5-3.
*Solaris is a registered trademark of Sun Microsystems.
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Overview
5-3
Opening the
CentreVu
Supervisor Application 5
To open the Supervisor application, do the following:
1. Select P
rograms and then Lucent CentreVu Supervisor 8.0 from the
Windows Start menu.
2. In the Lucent CentreVu Supervisor menu, select CentreVu Supervisor-
English. At this point, the Supervisor application is open, but you are not logged
into the CMS server. If you have not yet established connection settings to a CMS server, the Supervisor Controller appears, along with an open Options dialog box, as shown below.
1
2
3
4
1. Supervisor Controller
2. Options icon
3. Login icon
4. Options window
3. Next, you need to establish connection settings. See “Establishing the
Connection” on page 5-4.
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5-4

Establishing the Connection 5

To establish connection settings to a CMS server, you must use the Options dialog box. The Options dialog box displays with the CMS Servers tab active (this is the only active tab).
To establish a connection, do the following:
1. If you want to connect manually, select the Manual L you want to connect automatically, do not select the Manual Login check box.
2. Since this is a new connection, select N appears.
3. Do one of the following:
If you are going to have a Network connection, continue with the
“Network” section on page 5-5
If you are going to have a Serial connection, continue with the “Serial” section on page 5-7
If you are going to have a Modem connection, continue with the “Modem” section on page 5-8
.
ew. The Server Properties window
.
.
ogin check box. If
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Supervisor Version 8 Installation and Getting Started
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Overview
5-5

Network 5

When you select New in the Options window, the Server Properties window appears with the N
etwork connection checked.
1
2
3
1. Server Name text box
2.Connection Box
MS Network Address: text box
3. C
To establish a network connection, do the following:
1. In the Serv
using. As you type it, the Serv
er Name text box, enter the name of the server that you will be
er Name will appear in the CMS Network
Address text box.
2. Use the Network P
ort default of 23 unless otherwise instructed by your
system administra to r.
3. Click on OK. The system brings you back to the CMS Servers tab folder.
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The CMS Servers tab folder displays the options you chose.
5-6
Besides N
Select OK to accept the Network settings. You have to select a server from the list before you select OK.
The system brings you back to the Supervisor Controller window. At this point you are still not logged into the CMS server, but you have established connection settings to the CMS server.
Now you are ready to log into the CMS server. See “Logging Into the CMS
Server — First Time” on page 5-9.
ew, the other options in the CMS Servers tab are as follows:
Remove—Highlight the name of the server and select this option to
remove the CMS server configuration that you entered previously. You will get a message asking if are sure you want to delete the server configuration. Select Y
Properties—Highlight the name of the server and select this option to display the Server Properties window, where you can view or change the CMS server configuration properties.
es or No.
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5-7

Serial 5

If you selected the serial setting in the Connection box of the Server Properties window, the Server Properties window is changed, as shown below:
Pull-down list
In the Server Properties box, do the following:
1. In the Serv
using.
2. In the Serial Settings box, enter all settings for the serial connection. Each
setting has a pull-down list with various options (see the example above). See your CMS Administrator for serial settings.
3. When finished entering serial settings, click on OK. The CMS Servers tab
displays.
4. Select OK to accept the serial settings.
The system brings you back to the Supervisor Controller window. At this point you are still not logged into the CMS server, but you have established connection settings to the CMS server.
Now you are ready to log into the CMS server. See “Logging Into the CMS
Server — First Time” on page 5-9.
er Name text box, enter the name of the server that you will be
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5-8

Modem 5

If you selected the modem setting in the Connection box of the Server Properties window, the Server Properties window disp la ys the Modem S et t ings box, as shown below:
Pull-down list
In the Server Properties window, do the following:
1. In the Serv using.
2. In the P do not know the phone number, contact your CMS System Administrator.
3. In the Mod configured in Windows.
4. Select OK. The CMS Servers tab displays.
5. Select OK to accept the modem settings.
The system brings you back to the Supervisor Controller window. At this point you are still not connection settings to the CMS server.
T o log into the CMS server , see
on page 5-9.
er Name text box, enter the name of the server that you will be
hone Number text box, enter the number to the CMS server. If you
em box, select the modem from t he pull-down list of modems
logged into the CMS server, but you have established
Logging Into the CMS Server — First Time”
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Logging Into the CMS Server — First Time

5-9
Logging Into the CMS Server — First Time 5
After you have established con nection se ttings to the CMS se rver, you can log into the CMS server by using the C the graphic below).
Connect menu Login Icon
1. To log into the CMS server for the first time, do one of the following:
Select Login from the Connect menu.
onnect menu or using the Login icon (see
Click on the Login icon: .
Depending on how you established connection settings to the CMS server, one of two actions will occur:
For an automatic login co nnect ion , t h e Log i n I nfo rmat ion dialog box appears. Follow Steps 4
through 7 in “Automatic Login” on page
5-10.
For a manual login connection, the Manual Login dialog box will appear. Follow Steps 2
through 6 in “Manual Login” on page 5-11.
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Logging Into CMS Server — After First Time

5-10
Logging Into CMS Server — After First Time 5
After you have logged into Supervisor for the first time and established your login ID and password, the login procedures change slightly. Follow the procedures below for automatic and manual login.

Automatic Login 5

If the connection settings were established for automatic login, you will use the Automatic Login dialog box. Now, each time you open the Supervisor application, the Supervisor Controller window will appear, along with the Login Information dialog box.
To log into th e CM S se r v e r, do the following:
1. Double click on the Supervisor icon in its program group. The Supervisor Controller window appears, along with the Login Information dialog box in the forefront, as shown below:
1
2
3
MS Server: Text Box
1. C
2. Login ID: Text Box
3. P
assword: Text Box
4. History list of Login IDs
2. Select the C
MS Server from the pull-down list of servers.
4
3. Select the CMS Version from the pull-down list. Version 8 Supervisor is compatible with either R3V6 CMS or R3V8 CMS. You must select the version of CMS that is on the server you have selected. If you select the wrong version of CMS, you will receive an error message. See Chapter 9,
“Troubleshooting,” for more information.
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Logging Into CMS Server — After First Time
NOTE:
If you select CMS R3V6, you will see both Generic 2 and Generic 3 ACDs and their associated data. If you select R3V8 CMS, you will see only Generic 3 ACDs and data, and Generic 2 ACD data. You will not be able to access Generic 2 ACDs.
4. Type your CMS login ID in the L
history list of IDs (if it has been entered previously).
ogin ID: text box, or choose it from the
5-11
5. Tab to the P
6. Type your CMS password in the P
7. Select OK.
A message box indicates that Supervisor is connecting to the CMS server. Once you connect to the CMS server, the Supervisor Controller window
appears with CMS operations available on the toolbar. The status line is active and two new menus (Com
Now you are ready to learn more ab out t h e Su perv i sor Co nt roll er w in dow. See
Explorin g t he
assword: text box.
assword: text box.
mands and Scripts) appear in the menu bar.
CentreVu Supervisor Controller ” on page 5-18.

Manual Login 5

If the connection settings were established for manual login, you will log into the CMS server through the Manual Login dialog box. Now, each time you open the Supervisor application, the Supervisor Controller window will appear, along with the Manual Login dialog box.
NOTE:
The Manual Login window is not recommended for standard Solaris use (for example, it should not be used for editing files). The Manual Login dialog box is not
a Terminal Emulator.
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Logging Into CMS Server — After First Time
To log into the CMS server using the manual login, do the following:
1. Double click on the Supervisor icon in its p rogram group. The applicati on brings up the Supervisor Controller window and the Manual Login dialog box (in the forefront). A t t his t ime, yo u are not
logged into the CMS server.
5-12
2. In the Manual Login dialog box, at the login: prompt, enter your CMS Login ID.
NOTE:
The prompts will appear only after you have entered information for the previous prompt. All prompts are shown in the Manual Login dialog box for convenience.
3. At the Password: prompt, enter your CMS password.
4. If the Enter Terminal Type: prompt displays, enter cvsup.
5. If the Solaris system prompt displays, enter cms.
6. At the Input terminal type: prompt, enter the terminal type cvsup , or press Enter if the default listed is cvsup.
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Logging Into CMS Server — After First Time
The Supervisor Controller window appears.
The Controller window includes the Commands and Scripts menus and additional items, which relate to CMS, in the T is now active.
NOTE:
For more information on the scripting feature, refer to Chapter 3, “Scripting,” in
®
the CentreVu
Now you are ready to learn more about the Supervisor Controller window. See
Explorin g t he
R3V8 CMS Administration (585-210-910) document.
CentreVu Supervisor Controller ” on page 5-18.
ools menu. Also, the status line
5-13
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Logging Off the CentreVu CMS Server

5-14
Logging Off the
You can log off the CMS server by using any of three options, which are explained below.
1. To log off the CMS server, do one of the following:
Select Logout from the Connect menu.
Connect Menu
Click on the Exit icon: , or select Exit from the Connect menu. This logs you out of the CMS server as well as the CentreVu Supervisor application.
Click on the Logout i c on: .
2. The application responds with the following question:
CentreVu
CMS Server 5
3. Select Y
If you selected Exit, Supervisor logs you out and closes the application.
If you selected Logout, the Supervisor Controller window re mains open, but it is now in disconnected mode (see
CMS Server” on page 5-18 for details).
4. Go to
es to log off the CMS server. One of two things can happen:
Not Logged Into the
Exiting Supervisor” on page 5-15.
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Exiting Supervisor

5-15
Exiting Supervisor 5
To exit from the Supervisor application, do the following:
1. Select Ex
2. If you try to exit from the Supervisor application before logging off the
CMS server, the following message displays:
3. Select one of the following:
it from the Connect menu.
Yes—Supervisor automatically logs you off of the CMS server and
then exits from the application. No—you are returned to the Controller and remain logged into the
CMS server.
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Changing Connection Settings

5-16
Changing Connection Settings 5
If you want to change connection settings to the CMS server, do the following:
NOTE:
You cannot be logged into a CMS server when you change connection settings.
1. Open the Supervisor application.
2. If your connection to the CMS server is set for automatic login, go to Step
3
. If your connection to the CMS server is set for manual login, go to Step
4
.
3. Select Cancel from the Login Information dialog box (this closes the Login Information dialog box).
4. Select Cancel from the Manual Login dialog box (t his closes the Manual Login dialog box).
5. The system responds by returning to the Controller.
6. Open the Options dialog box by doing one of the following:
Select Options... from the Tools menu.
Click on the Options icon:
The Options dialog box appears with the CMS Servers tab folder open.
NOTE:
You can also open the Options dialog box by selecting CMS Servers from the C
onnect menu.
7. In the CMS Servers tab folder, select P
roperties.
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Changing Connection Settings
The Server Properties window appears. Notice that the Server Name is displayed and cannot be changed.
5-17
8. In the Connection box, click on the type of connection you want, N
S
erial, or Modem.
NOTE:
See “Establishing the Connection” on page 5-4 for information on enteri ng serial and modem information.
9. Change any settings as needed.
10. Select OK to change the connection.
The CMS Servers tab folder appears.
etwork,
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Exploring the CentreVu Supervisor Controller

5-18
Exploring the
CentreVu
Supervisor Controller 5
The following sections explain the d iffer ent parts of the Cont roller window as i t appears when you are not log ged into the CMS ser ver and when y ou are logged into the CMS Server.

Not Logged Into the CMS Server 5

This section details the Controller window as it appears when you are not logged into the CMS server. The following graphic illustrates the basic Controller window:
2
1
4
1. System Menu Box
2. Title Bar
3. Maximize/Minimize/Close Window Sizing Buttons
4. Status Bar
5. Toolbar
6. Menu Bar
7. Login Status Indicator
5
6
7
3
System Menu Box 5
The system menu box is a common Windows convention. It allows you to perform common windows conventions, such as closing the current window or application.
Title Bar 5
The title bar is a common Windows convention. It shows the name of the application.
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Toolbar 5
The toolbar contains buttons that are used for quick access to specific features of the application. When you are not logged into the CMS server, the two buttons available on the toolbar are as follows:
Button Name Command
O
ptions Accesses the window needed to change your
login options.
L
ogin Initiates a connection to the CMS server.
When you move your cursor over a toolbar button, a tooltip displays next to your mouse pointer with a brief description of the command the button performs. The status bar also displays a description of the command that particular button perf orms.
Maximize, Minimize, and Close Buttons 5
The maximize, minimize, and close buttons are a common Windows convention. They adjust the size of the window, or close the window.
Status Bar 5
The status bar is located at the bottom of the Controller window. It displays a brief description of each of the toolbar buttons when the cursor is over the button. The status bar also includes a Login Status Indicator, which shows a green light if you are currently logged into the CMS server, or shows a gray light if you are not logged into the CMS server.
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5-20
Menu Bar 5
A common Windows convention. The menu bar lists the available drop-down menus. When you are not logged into the CMS server, the menu bar has the following menus available:
C
onnect
T
ools
H
elp.
The following sections outline the options available from each menu. From this menu, you can initiate or discontinue a connection to the CMS server.
The C
onnect menu, shown below, has the following options:
Menu Item Action
L
ogin Selecting the Login from the Connect menu displays the
Manual Login window if the Manual Login Option is set, and displays items in the Automatic Login window if the Manual Login Option is not set.
CMS S
ervers Selecting CMS Servers from the Connect menu opens the
CMS Service tab in the Options window. When you are not logged into the CMS server, the CMS Service tab allows you to select Network, Serial, and Modem settings.
E
xit Selecting Exit from the Connect menu closes the
Supervisor application.
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5-21
Tools 5
The Tools menu, shown below, has the f ollowing options:
Menu Item Action
O
ptions... Selecting Options from the Tools menu or selecting the
A
dvanced...
(No Icon)
Options button on the toolbar, opens the O When you are not logged into the CMS server, you can set standard Supervisor communications options in the Options window.
Selecting Advanced... from the Tools menu opens the Advanced window. This menu item is used for debugging purposes. Do not change the settings on the Advanced window unless you are instructed to do so by a Lucent Technologies associate.
ptions window.
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5-22
Help 5
You can access Supervisor on-line help from all windows by doing any of the following steps:
Pressing the F1 key—displays help specific to the current window.
Selecting the Help button (if available)—displays help specific to the current window.
Selecting Help from the menu bar (shown below)—allows yo u to choose from the following options:
Menu Item Action
C
ontents Selecting Contents opens the Supervisor on-line
help table of contents.
T
echnical Support Selecting Technical Support opens a window that
provides Technical Support information.
A
bout CentreVu
Supervisor
Selecting About CentreVu Supervisor opens the Supervisor Help About window, which shows the software version nu mber.
Some windows also offer a style of help called “What’s This?” When the icon on a title bar or the “What’s This?” item on a right mouse-button popup menu is selected, a popup help topic displays information about the area of the window to which the mouse cursor is pointing.
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5-23

Logged Into the CMS Server 5

The Supervisor Controller window, when logged into the CMS server, consists of the following components:
1
4
1. Title Bar
2. Menu Bar
3. Toolbar
4. Status Line
5. Login Status Indicator
NOTE:
The System Menu Box, Title Bar, and Maximize/Minimize buttons are not defined below because they work the same when you are logged into the CMS server as they do when you are not logged into the server.
2
3
6. Exception Count
7. ACD Status Indicator(s)
8. CMS Date and Time
9. Minimize Button
10. Maximize Button
5
7
6
9
8
10
Depending on what your CMS user permissions are, some menu items and toolbar buttons may not be accessible to you.
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Toolbar 5
The toolbar contains buttons that are used for quick access to specific CMS commands and tools. Based on your CMS user permissions, some or all of the following buttons will appear on your toolbar when you are logged into CMS.
Button Name Command
Options Accesses the window needed to change your
environment options.
Logout Disconnects from the CMS server.
Reports Initiates the Reports command.
Dictionary Initiates the Dictionary command.
Exceptions Initiates the Exceptions command.
A
gent
Administration
Call Center Administration
Report Wizard Initiates the Report Wizard command.
Initiates the Agent Administration command.
Initiates the Call Center Administration command.
CentreVu
Supervisor Version 8 Installation and Getting Started
Getting Started with CentreVu Supervisor
Exploring the CentreVu Supervisor Controller
Button Name Command
5-25
ystem
CMS S Setup
Maintenance Initiates the Maintenance tool.
User
Permissions
Exit Logs you out of CMS and closes the
When you move your cursor over a toolbar button, the status bar gives a description of what the toolbar button does.
Initiates the CMS System Setup tool.
Initiates the User Permissions tool.
Supervisor application. A message box notifies you that you are logged in and asks if you wish to continue the exit.
CentreVu
Supervisor Version 8 Installation and Getting Started
Getting Started with CentreVu Supervisor
Exploring the CentreVu Supervisor Controller
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Status Bar 5
The status bar is located at the bottom of the window and is used to display CMS application status. It is also used to display a brief description of each of the toolbar buttons when the mouse pointer is over the button.
Login Status Indicator—shows a green light if you are connected to the CMS server, or shows a gray light if you are disconnected from the CMS server.
Exception Count—gives you the current count of exceptions for all ACDs for which you have exception permissi ons. The exceptio ns coun t is cleared to zero at the beginning of the interval. For information on CMS exceptions, refer to Chapter 7, “Exceptions,” in the CentreVu
Administration (585-210-910) document.
ACD Status Indicators—shows which ACDs are active/inactive. There can be up to eight ACD icons showing, depending on how many ACDs this CMS supports. If you place your mouse over the ACD status indicator , the current ACD displays in the status bar. There are two variations of ACD status indicators, as follows:
®
CMS R3V8
— If the link to any one of the ACDs is down, the icon will be crossed
out.
— If there is a TCP/IP connection between the switch and CMS, the ACD
icon will contain a bar. This means that CMS and the switch are not fully communicating at this time. This is a transitory state,
Current Date and Time—shows the current date and time of the CMS server you are logged into.
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