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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 
    						
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