ATT System 25 Call Management System Manual
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Backing Up Shift Configurations By routinely making a backup copy (on a diskette) of your shift configurations and system tables files, you will have a current version to use if you need to restore your system after a problem.If your hard disk drive ever becomes inoperable, you can also use your backup copy to run CMS from the floppy disk drive. However, you cannot save historical data or administer CMS when you run CMS using the floppy diskette. (For more information see “Running CMS From a Floppy Diskette Backup,” in Section 9.) NOTE: If you plan to archive your historical data, see Section 8, “Archiving Data”.The Archiving Data procedure is different from the one described here and must be done on a different diskette. COPYING SHIFT CONFIGURATIONS SYSTEM TABLESTo make a backup copy of your shift configurations and system tables files: AND1 2 3 4 5 6 7 8 Exit to MS-DOS by pressing [F8] (labeled “Exit to DOS”) on the CMS Menu. Insert the diskette labeled “SYSTEM 25 CMS SYSTEM WORKING COPY” into disk drive A. For instructions on how to make a working copy diskette, see “Duplicating the CMS Diskettes” in Section 3. To change to the cmsmgmt directory on the hard disk, type the following command at the c> prompt: cd cms cmsmgmt then press [Enter]. Change to the cmsmgmt directory on the floppy diskette as follows. At the c> prompt type a: then press [Enter].At the A> prompt type cd cms cmsmgmt then press [Enter]. To copy all your shift configurations from the hard disk onto the floppy diskette, type copy c:shift*.cms a: then press [Enter]. To copy the system tables onto the floppy diskette, type copy c:systbls.cms a: then press [Enter]. Remove the working copy diskette when the in-use light on disk drive A goes out. With a felt tip pen, write the current date on a label and attach it to the diskette. Backing Up Shift Configurations 4-67

9 To return to the cms directory on disk drive C, do the following. At the A> prompt type c: then press [Enter].At the C> prompt type cd . . then press [Enter]. 10 To display the CMS Menu, type cms and then press [Enter]. RESTORING SHIFTIf you ever lose a shift configuration (for instance, if you clear a configuration CONFIGURATIONS ANDby accident), copy the desired configuration (or all configurations) from the SYSTEM TABLESworking copy diskette as follows: 1 2 3 4 5 6 Repeat steps 1 through 4 in the previous procedure. To copy all your shift configurations from the duplicate onto the hard disk, type COPY a:shift*.cms c: then press [Enter] . or To copy a single shift configuration from the working copy the following, replacing the X with the number of the shift copy a:shiftX.cms c: then press [Enter]. diskette, type configuration. To copy the system tables from the working copy diskette onto the hard disk, type copy a:systbls.cms c: then press [Enter]. Remove the working copy diskette when the in-use light on the disk drive goes out. To return to the CMS directory on disk drive C, do the following. At the A> prompt type c: then press [Enter].At the C> prompt type cd. . then press [Enter]. To display the CMS Menu, type cms and then press [Enter]. 4-68 Backing Up Shift Configurations

Overview “Supervising CMS” means starting and monitoring call management, making changes in the configuration being used to manage calls, and operating CMS day to day. This section is organized as follows: Startup Procedures Describes turning on your PC and starting data collection and call management. Making Agents Available for CMS Calls Describes how agents make themselves available for CMS calls and how they can enter the After-Call-Work state or Logged Out state. Monitoring Call Management Explains how to read the status screens to obtain current information on agent and split activity, call traffic, and system problems. Supervising Your Agents Describes the Service Monitoring feature that allows you to monitor agents’ calls, and the Assist feature that enables agents to signal you when they need assistance. Dynamic Reconfiguration Describes changing the active shift configuration while CMS is managing calls. Typical changes during dynamic reconfiguration are reassigning agents and turning intraflow on or off. This part also tells you how to save the changes you have made, and how to select a new configuration for call management. Selecting Day or Night Service Describes changing CMS from Day Service mode (where CMS routes calls to agents) to Night Service mode (where CMS answers calls, connects them to a delay message, and then disconnects them). Day-to-Day Operation of CMS Describes how the CMS Supervisor at Bon Voyage Travel, a fictitious business, uses CMS on a typical day. You may want to read this brief part first to become more familiar with the types of activities involved in using CMS. Figure 5-1, “Menu Map for Call Management,” on the following page shows the screens you use to monitor call management and perform dynamic reconfiguration. Overview 5-1

FIGURE 5-1 Menu Map for Call Management. 5-2 Overview

Startup Procedures To start CMS call management, follow these steps: 1 Turn on your PC. If your PC automatically starts the CMS program, the CMS Menu, shown below, appears soon after you turn on the PC. For information on automatic startup, refer to “The AUTOEXEC.BAT File” in Section 3 of this manual. If you do not use automatic startup, do the following: l When the MS-DOS prompt C> appears, type cd cms and press [Enter]. l When c> appears again, type cms and press [Enter]. This starts the CMS program. The CMS Menu screen, shown below, appears. CALL MANAGEMENT SYSTEM (CMS) FOR THE AT&T SYSTEM 25 PBX (C) 1988 by AT&T CMS MENU CMS CMS1.0 9:19a 04/18 F1 Start Call Management F4 Administer CMS F5 Print Reports F8 Exit to DOS F10 - Help F StartF AdminF PrintF Exit 1 Call Mgt4 CMS5 Reports8 to DOS Startup Procedures 5-3

2 Press [F1] (labeled “Start Call Mgt”) to begin call management. 3 If you have previously selected a particular shift configuration to begin automatically during call management startup, go to step 5. For more information about activating a configuration automatically, see “Selecting a Startup Configuration” in Section 4 of this manual. If you have not preselected a startup shift configuration, a list of configurations and a prompt appear, as shown below. INITIALIZATIONDAY CMS1.0 6:02p 04/20 STORED SHIFT CONFIGURATIONS 1 2 3 4 5 6— — — — — —DAY EVENING WEEKEND UNUSED UNUSED UNUSED SELECT CONFIGURATION: Config # (l-6): ___ F CancelF Enter 1 Prompt 8 Data 4 Enter the number of the configuration you want to activate and press [F8] (labeled “Enter Data”). 5-4 Startup Procedures

5 The following Initialization screen appears. INITIALIZATIONDAY CMS1.0 6:10p 04/20 INITIALIZATION IN PROGRESS 6 CMS performs a series of checks. If the CMS-Port Personal Line Button Verification option is on, the following message appears below the “INITIALIZATION IN PROGRESS” message: PC-Port Verification In Progress--May Last Up to 4 Minutes CMS will verify that the Personal Line appearances of the CMS trunks are correctly administered on PC jack CU1. Any problems appear on this screen below the “INITIALIZATION IN PROGRESS” message, as well as in the Events Log. If you receive an error message, find the error message in Section 9, “Troubleshooting,” and take the recommended corrective action. NOTE: Eleven error messages will fit on the Initialization screen. If more than eleven errors are found, the earlier messages displayed will scroll off the screen. In that case, exit call management and print the Events Log Report. By checking the “Time” and “Date” columns on the Events Log Report, you can locate all the error messages generated during call management startup. For more information about generating the Events Log Report, see “Events Log Report” and “How to Generate Reports “ in Section 7 of this manual. You can disable the CMS-Port Personal Line Button Verification option from the administration Set Options screen. Refer to “Setting Options” in Section 4, “Administering CMS ”. Startup Procedures 5-5

7 After successful system checks, the following screen appears and call management begins. INITIALIZATIONDAY CMS1.0 6:10p 04/20 INITIALIZATION COMPLETED CMS IS NOW MANAGING CALLS F10 - HelpF Con figF SystemF Exit 1 Screen3 Status8 Call Mgt NOTE: When call management begins, all agents are automatically in the Logged Out state. To make themselves available, agents have to press the Available button on their voice terminals. This turns on the light next to the Available button and signals CMS that they are ready to receive calls. 8 Press the function key for the activity you want to perform next. For information on moving the cursor in prompts, entering data, and editing data, see “Using Your PC with CMS” in Section 3. The function keys active on this screen are: [F1] Config Screen (Configuration Screen) Press this function key to select the Configuration screen, which displays the active shift configuration. From the Configuration screen you can make changes to the configuration while it is managing calls. For instance, you may want to replace an agent who is absent. For more information, see “Dynamic Reconfiguration, ” later in this section. [F3] System Status Press this function key to select the System Status screen, the “home” screen while CMS call management is running. The System Status screen summarizes the activity in each agent split and line group and lists the status of each voice announcement unit. For information on interpreting this screen, see “Key to System Status Screen Data,“ later in this section. 5-6 Startup Procedures

[F8] Exit Call Mgt (Exit Call Management) Press this function key to stop call management. You are prompted to confirm your request. Your CMS stops answering new incoming calls but continues to function until all calls already answered by CMS, whether connected to the voice announcement unit, on hold waiting for an agent, or connected to an agent are completed. The status screens continue to be updated as long as calls are being handled. When all calls are completed, the historical data are written to the PC’s hard disk and the CMS Menu screen appears. From the CMS Menu you can choose to administer CMS, print reports, exit to MS-DOS, or start call management again. [F10] Help Press this function key to display a Help screen containing a description of the functions available from the Initialization screen. Startup Procedures 5-7