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Lucent Technologies CentreVu Call Management System Custom Reports Manual
Lucent Technologies CentreVu Call Management System Custom Reports Manual
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Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-1 6 Advanced Report Design Creating a Custom Data Table6 The section of the CentreVuä Call Management System (CentreVu CMS) database that stores historical ACD data uses the INFORMIX *SQL (ISQL) Relational Database Management System. All historical ACD data available for use in custom reports is stored in tables in the CentreVu CMS database. You can access INFORMIX and the CentreVu CMS database to build your own data tables to contain financial information, schedule information, product or service information, or any other type of information you want. You can then design historical custom reports to display the data, with or without ACD data. * INFORMIX is a registered trademark of Informix Software, Inc. NoteInstructions on the use of INFORMIX SQL appear in this document as a convenience. These instructions are not intended as a substitute for the INFORMIX documentation. Except where noted, the standard rules of INFORMIX SQL apply, as documented in the INFORMIX- SQL Relational Database Management System User Guide for INFORMIX SQL. If you purchased ISQL with the CentreVu CMS, this document is delivered with your CentreVu CMS software and documents. CautionCentreVu CMS does not automatically check the database for disk space used by data in custom tables. As a result, you can inadvertently fill up your disk with custom data. When this happens, you can lose or damage custom data and ACD data. Therefore, if you create custom data tables, be careful to check the amount of disk space available regularly. See the “System Setup” chapter in the CentreVuä CMS R3V5 Administration (585-215-820) document for more information on disk storage.
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-2 To define custom data tables, use the steps described in the following pages. CautionIf you back up data using the Maintenance — Backup Data window, the data stored in custom INFORMIX tables will be saved, but the custom table definitions (table names, column names, data types, and so on) will not be saved. As a result, if you lose the custom table definitions because of a disk crash, power hit, or some other reason, you cannot restore these table definitions using the Backup Data window. Because the custom table definitions will be lost, you will not be able to restore the custom data that was saved using the Backup Data window. For this reason, it is recommended that you make your own backups of the custom table definitions using the UNIXa system/Solarisb system. If you lose INFORMIX table definitions and/or custom data, you can restore the table definitions using UNIX and then restore the custom data. See the “UNIX System/ Solaris System” chapter in the CentreVuä CMS Administration ( 585-215-820) document for procedures on backing up data via the UNIX system. a. UNIX is a registered trademark of Novell, Inc. b. Solaris is a registered trademark of Sun, Inc.
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-3 Step 1: Access the CentreVu CMS Database in INFORMIX6 To access the CentreVu CMS database in INFORMIX, use the following steps: 1a.Press the SLK.® The Commands submenu appears. 1b.Select the UNIX option.®All windows and menus disappear, and the UNIX prompt appears. 1c.At the $ prompt, type the following command: DBPATH=/cms/db/inf. Press the key. Type export DBPATH. Press the key.®The UNIX prompt reappears. 1d.At the $ prompt, type the following pathname: /usr/informix/bin/isql. Press the key.®The INFORMIX logo appears, followed by the INFORMIX Main Menu. Commands Return Return Return INFORMIX-SQL: Form Report Query-language User-menu Database Table Exit Run, Modify, Create, or Drop a form. -------------------------------------------- Press CTRL-W for Help --------
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-4 Step 2: Build the Table 6 In INFORMIX, you can select menu items in one of two ways: lUse the arrow keys (® or ¬) to move the cursor to the menu option. Then, press . lType the first character of the menu option. NoteTo escape from a step and go back to the previous step, press or , depending on your keyboard. 2a.At the INFORMIX Main Menu, select Table.®The Select Database screen appears. Return Delete Del SELECT DATABASE >> Choose a database with the Arrow Keys, or enter name, then press Return. ------------------ cms --------------------- Press CTRL-W for Help -------- CMS 2b.Ty p e cms, and press .®The Table menu appears.Return TABLE: Create Alter Infor Drop Exit Create a new table. ------------------ cms --------------------- Press CTRL-W for Help -------- 2c.Select Create.®The Create Table screen appears.
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-5 CREATE TABLE >> Enter the table name you wish to create with the schema editor. ------------------ cms --------------------- Press CTRL-W for Help -------- 2d.Type a name of up to 18 characters for the table you are building. The table name must begin with c_ (a lower-case “c” and underscore). For example, type c_workcode. Press the key.® The Create Table menu appears with a highlighted box beneath “Column Name.” Return CREATE TABLE c_workcode: Add Modify Drop Screen Exit Adds columns to the table above the line with the highlight. ------ Page 1 of 1 --------- cms -------- Press CTRL-W for Help -------- Column Name Type Length Index Nulls ...................................... .. ...................................... 2e.Select Add.®The Add Name screen appears. ADD NAME >> Enter column name. RETURN adds it. INTERRUP returns to CREATE/ALTER menu. ------ Page 1 of 1 --------- cms -------- Press CTRL-W for Help -------- Column Name Type Length Index Nulls ...................................... .. ......................................
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-6 The available data types are in the following table.2f.Type a name of up to 18 characters for the column you are adding. If desired, you can use names of standard CentreVuCMS database items only if you enter the name in lowercase letters in the Dictionary subsystem. The Dictionary: Custom Items window accepts only lowercase letters for custom item names that are the same as standard database items. Press the key.® The Add Type screen appears. Return ADD TYPE c_workcode : Char Number Serial Date Money date-Time Interval Prints any combination of letters, numbers, and punctuation. ------ Page 1 of 1 --------- cms -------- Press CTRL-W for Help -------- Column Name Type Length Index Nulls cwc ........... .. ...........
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-7 Table 6-1: Data Types CharCharacter (CHAR) columns store any combination of letters, numbers, and symbols. NumberNumeric columns store numbers. The numbers stored can be one of the following five types: —Decimal. A decimal is a number that contains a decimal point. —Smallint. A Smallint column stores integers from -32,767 to +32,767. —Integer. An Integer column stores integers from -2,147,483,647 to +2,147,483,647. —Smallfloat. A Smallfloat column stores floating point numbers with up to seven significant digits. —Float. A Float column stores floating point numbers with up to 14 significant digits. SerialSerial columns store a unique sequence number in each row of the table. DateDate columns store calendar dates with the format mm/dd/yy. date-TimeNot supported by CMS Custom Reports. However, it is supported by INFORMIX. You must type T in order to select date-Time. A date-Time column allows you to specify a database qualifier of year, month, day, hour, or minute. IntervalNot supported by CMS Custom Reports. However, it is supported by INFORMIX. An interval column allows you to specify an interval qualifier of year, month, day, hour, or minute. MoneyNot supported by CMS Custom Reports. However, it is supported by INFORMIX. If your data will be dollars and cents, you should use Decimal.
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-8 2g.Select the type of data that the field will store.®The additional prompts that appear differ depending on your selected data type. 2h.Complete the definition of the column by responding to the additional prompts that appear. Which prompts appear and what order they appear in depend on the data type you selected. Table 6-2 lists the possible prompts.® When you have responded to all of the prompts for the column, a new highlighted line appears in the table, and the Add Name field reappears at the top of the screen. 2i.Repeat Steps 2f through 2h for each column you want to add. Table 6-2: Prompts for INFORMIX Data Types Prompt What to Do PRECISIONSelect either Smallfloat or Float. PRECISION appears for the Float type. INDEXEnter y if you want to make the column an index. INDEX appears for all types except Serial. A column with the Serial data type automatically becomes an index. Make the column an index only if the column will be used for row searches and the table will contain more than 200 rows of data. DUPLICATESEnter y if you want to allow the column to contain the same value in different rows. For example, if the column were to contain the last names of people, you would probably want to allow multiple entries (because, for example, you might have many different people with the last name of Smith). However, if you were creating a column of social security numbers, then you would enter n to prevent multiple entries of the same number. DUPLICATES appears for all types except Serial. Note: The DUPLICATES prompt displays if you answer yes to an INDEX prompt.
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-9 NULLSEnter y if you want to allow the column to have rows with no values (versus requiring values). For example, if your table is a list of customer data and the column you are adding is for the customer’s employer, you might want to allow the NULL value for the case where the person is unemployed. Enter n if you want to require a value in each row. NULLS appears for all types except Serial. ADD STARTING NUMBEREnter the number that INFORMIX should use as a starting point for numbering rows. INFORMIX identifies the first row in the table with the number you enter. As each new row of data is added to the table, INFORMIX assigns that row the next number in the sequence. ADD STARTING NUMBER appears only for Serial. NUMERICType the first letter of the numeric you want: Integer, Smallint, Decimal, or Float. LENGTHEnter the number of digits the column will store for a single piece of data. LENGTH appears for Char and Decimal types SCALEEnter the number of digits that should appear to the right of the decimal point. The decimal digits, but not the decimal point, occupy part of the field length you specified in the LENGTH field. SCALE appears after the LENGTH for Decimal. Table 6-2: Prompts for INFORMIX Data Types — Continued Prompt What to Do 2j.When you have added all columns, press the key until the Create Table screen appears.®The Create Table menu appears. Return
Advanced Report Design CentreVu CMS Custom Reports Creating a Custom Data Table6-10 ALTER TABLE c_workcode : Add Modify Drop Screen Exit Adds columns to the table above the line with the highlight. ------ Page 1 of 1 --------- cms -------- Press CTRL-W for Help -------- Column Name Type Length Index Nulls cwc Char 16 Unique No price Decimal 8.2 No ...................................... .. ...................................... 2k.Select Exit.®The Build-new-table menu appears. Exit c_workcode: Build-new-table Discard-new-table Builds a new table and returns to the Table Menu. ------ Page 1 of 1 --------- cms -------- Press CTRL-W for Help -------- Column Name Type Length Index Nulls cwc Char 16 Unique No price Decimal 8.2 No 2l.Select Build-new-table.®The Table menu reappears. If no errors are found, then your table has been added. If errors are found, then you must go back to the Alter Table screen and correct these errors. You must then repeat steps 2k and 2l until the Table menu reappears. 2m.Select Exit to return to the INFORMIX Main Menu.® The INFORMIX Main Menu appears.