AltiGen comm MAXCS 812 MaxSupervisor Manual
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MaxSupervisor Manual 7 CHAPTER3 Getting Started Start MaxSupervisor from the Microsoft Windows Start menu, by choosing Start > All Programs > MaxSupervisor > MaxSupervisor. If you’re using a low-speed connection, the login may take some time, since a large amount of data is transferred to your desktop. Logging In 1. If this is the first login to this MAXCS ACM system, enter the system server’s IP address or name of the system server you will be using. To obtain the server name or IP address, ask your IT administrator. (Subsequently, when you log in, you’ll see the IP address in the Server Name field.) 2. Enter your Extension number and the Password assigned to your phone. If you want to store your login password and have it entered automatically the next time you log in to MaxSupervisor, check the Always save password check box.
8MaxSupervisor ManualNote:Up to 8 login attempts are allowed, after which login will be disabled from 1 to 24 hours (depending on the duration set by your system administrator). 3. Click Sign in. 4. In the dialog box, select the workgroup(s) you want to monitor, and enter a password for each workgroup. In this dialog box, you can: •Sort the Workgroup column in ascending or descending order by clicking the column heading (it’s a toggle). •Resize a column by dragging a column edge to make the column wider or narrower. •Choose to hide specific rows. If Show All Rows is checked, the Hide Row column is available. Check the Hide Row check box of each workgroup you don’t want to see listed in this sign-in dialog box, and then uncheck the Show All Rows option. The workgroups
MaxSupervisor Manual 9 you want to hide are now hidden. If the Monitor column check box of any of those workgroups had been checked, they are automatically unchecked when they are hidden. •Choose to see all rows. To see all workgroups listed again, check the Show All Rows option. MaxSupervisor remembers the Hide Row check boxes you checked and retains those checks. 5. Check the Save workgroup password check box, if you want to store the passwords so you don’t have to type them the next time you log in. 6. Click Sign in. A progress bar shows you the progress of the sign-in. It takes some time to populate the call information in the agent state when MaxSupervisor first starts up. Version Mismatch If your version of MaxSupervisor doesn’t match the version of MAXCS on the system server, you are prompted for upgrade permission when you try to log in. If you allow upgrade at this time, the MaxSupervisor startup is terminated and a software upgrade session is started. Restart MaxSupervisor to run the newer version. (See “Automatic Upgrade” on page 4 for more details.) If you lose connection with the server When a connection with the phone server is broken, a message asks if you want to connect again. Click Yes to restore the connection without you having to go through the log-in process again. Overview of the Main Window Once you log in to MaxSupervisor, the main window appears. This window provides views to monitor all the workgroups you selected. You can customize the MaxSupervisor display: select only the columns you need, rearrange the columns and tabs to suit your needs, and sort in ascending and descending order.
10MaxSupervisor Manual Customizing the Display You can customize the MaxSupervisor display to meet your needs in the following ways. MaxSupervisor remembers your preferences the next time you log on. •Resize panels by moving the cursor between panels until you see up and down arrows. Then click and drag up or down to resize the panels. •Resize columns by placing the cursor on a column divider in the header area until you see left and right arrows . Then click and drag left or right to resize the columns. •Rearrange columns by clicking and dragging a column name to the location you want. See general workgroup queue and staffing information here Tabbed pages contain various types of information related to the selected workgroup Click Agent View tab to see detailed information on agents’ current calls and login history
MaxSupervisor Manual 11 •Specify the columns you want to see by right-clicking a column heading and checking or unchecking columns in the list. Checked columns will be displayed. •Sort columns in ascending or descending order by clicking the column heading. An ascending (first to last) or descending (last to first) arrow appears. Click the column heading again to sort in the reverse order. If you click a column heading, and all the data in that column is the same, MaxSupervisor keeps the sort order of the previously clicked column. Dragging the Idle column to the right. Red arrows show where to release it. Columns available on the Workgroup View tab. Uncheck columns you don’t want to see. Ascending order Descending order
12MaxSupervisor Manual •Resize MaxSupervisor windows by using the standard Windows method: place the cursor at a window edge or corner, then drag the window to the size you want. •Make a tabbed page an independent view by dragging the tab away from its position on the screen (applies to the tabs in the lower part of the window only). For example, here the Agent State tab has been dragged out to make a separate resizable view: You can also make an independent tab a separate panel in MaxSupervisor. For example, you might want this view:
MaxSupervisor Manual 13 To get the tabbed page to be an independent panel, drag it slightly above the remaining tabs until you see a rectangle across the width of MaxSupervisor, then release it. To return an independent page to its place, drag its title bar to the tabs part of the tabs area and release. Restoring Layout Defaults To restore columns, column and tab order, windows, and so on, to their defaults, 1. Click the Configuration button. Agent State tab has been dragged from its place in the bottom panel and moved up to be displayed in an independent panel.
14MaxSupervisor Manual 2. Click the Restore Defaults tab, and check the Windows Layout Settings check box. 3. Click OK. 4. Restart MaxSupervisor. Setting the Re-Sort Interval MaxSupervisor includes an automatic sort interval for Agent View and Agent Status. The application will refresh the display based upon the interval youve chosen and the field youve used to sort the data. The default interval is 15 seconds. To change this interval from the default setting, 1. Click the Configuration button. 2. Click the Restore Defaults tab. 3. Check the Enable Auto Sort for every xx seconds check box. 4. Specify how often to sort, in seconds. Click OK.
MaxSupervisor Manual 15 Auto-sort Notes •Older systems, and systems with less memory or a slower processor, may exhibit screen flashes while the view is being sorted. For this reason, we recommend that such systems use a relatively large auto-sort interval value. •The auto-sort feature is disabled automatically when the number of configured agents in all workgroups (the same 60 agents in WG1 and WG2 are counted as 120) exceeds 100. Minimizing and Exiting MaxSupervisor Minimize - To minimize MaxSupervisor, click the Minimize button in the top right corner of the screen. MaxSupervisor shrinks to an icon in the Windows task bar and the Windows system tray. Exit - If you are shutting down Microsoft Windows, MaxSupervisor will close automatically. Otherwise, to exit MaxSupervisor, right- click the icon in the Windows Task bar and choose Close Window or click the X in upper right corner of the MaxAgent window. Error Messages The following errors may be displayed as login or connectivity errors. Error Message Description Solution MAXCS connection limit has been exceeded.No MaxSupervisor was found OR more than allowed num- ber of MaxSupervi- sor users have attempted to log on.Administrator must main- tain the number of MaxSu- pervisor license keys or add additional seat licensing. Cannot connect to AltiLink. Please check server name or network connec- tion.You are not con- nected to MAXCS.Check the server field (IP address or DNS name) by: 1. Pinging the network server address OR 2. Try using the IP address of MAXCS (if using the DNS name in the server field).
16MaxSupervisor Manual Please register AlpInterface.dll (regsver32 AlpIn- terface.dll).MaxSupervisor uses this dll to communi- cate with MAXCS. It should be registered in the user’s system.Re-register this file. Type in DOS command window, regsver32 AlpInter- face.dll Change directory to MaxSu- pervisor directory, type regsver32 AlpInter- face.dll You have entered an invalid pass- word. Please try again.The password is incorrect.Enter your extension pass- word. The version of Max- Supervisor on your desktop is out of date.The installed version of MaxSupervisor does not match the version of MAXCS on the system server.Upgrade MaxSupervisor to match the current running version of MAXCS. Error Message Description Solution