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Lucent Technologies CentreVu Call Management System Release 3 Version 8 Software Installation And Setup Manual
Lucent Technologies CentreVu Call Management System Release 3 Version 8 Software Installation And Setup Manual
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Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the Connection to the TSC or COE3-7 6. Enter y. The program responds as follows: The system automatically reboots. As the system reboots, shutting down, reset, and rebooting messages appear on the local console. When the system starts to come back up, the local console should go blank, and the system boot diagnostics should appear on the remote console. After the system reboots, a console login: prompt should appear on the remote console. 7. Log in to the remote console as root. At this time, an XDM login window for the OpenWindows* interface appears on the local console. If you enter Control-D from the remote console to exit the system without first redirecting control back to the local console, you may lock yourself from using the console locally or remotely. *OpenWindows is a trademark of Sun Microsystems, Inc. Starting port monitor. Setting console parameters. Proceeding to reboot. !CAUTION:
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the Connection to the TSC or COE3-8 Redirecting the Console Back to the Local Console 3 1. Redirect the console back to the local console by entering the following: /cms/install/bin/abcadm -c local The program responds as follows: 2. Enter y. The system automatically reboots and the remote console port comes up as the console. As the system reboots, shutting down messages appear on the remote console. When the system starts to come back up, the system boot diagnostics should appear on the local console. After the system reboots, a console login: prompt should appear on the local console. A login: prompt should appear on the remote console. 3. Log in to the local console as root. 4. Log in to the remote console as root. The console has been redirected from the remote console back to the local console. Console set to local This change requires a reboot to take affect Are you ready to reboot? [y,n,?]
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the ACD Link3-9 Testing the ACD Link3 Overview3The following procedure should be completed by the on-site technician after the CMS software has been installed or upgraded to verify the link from the CMS computer to the switch that is using the Automatic Call Distribution (ACD) feature. Prerequisites3lThe Common Desktop Environment (CDE) must be active. lCMS must be turned on. Procedure31. In one of the windows at a console, log into the system by using a CMS administrator’s login ID (su - cms). Supply the correct password if prompted. 2. Access the CMS main menu by typing cms and entering the correct terminal type. The CMS Main Menu has indicators that show if the link to the ACD is active. The link indicator consists of the “carets” (“ Ù” and “ Ú”) at the right side of the banner line. There should be one caret for each ACD, and all should be pointed up (^). If you have four ACDs, for example, the link indicator should look like this: ÙÙÙÙ. That means that all four ACDs are up and running. 3. To further test the ACD link, select Maintenance from the CMS Main Menu. 4. Select Connection Status from the Maintenance menu. The Connection Status should display the following: lThe name of the ACD lThat the application is in data transfer lThat the session is in data transfer lThat the connection is operational lThe date, time, and any errors. 5. Return to the CMS Main Menu by pressing the screen-labeled key (SLK) once. Exit
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the CMS Software3-10 Testing the CMS Software3 Overview3The following procedure should be completed by the on-site technician after the CMS software has been installed or upgraded to verify the sanity of CMS software. If any of the steps in this test fail, see the “Solving Installation- Related Problems” chapter and try to solve the problem associated with the step that failed. If you encounter a problem that you cannot solve, escalate the problem through normal procedures. Prerequisites3lThe Common Desktop Environment (CDE) must be active lCMS must be turned on. Procedure31. Test the Real-Time Reports subsystem by doing the following from the CMS Main Menu: a. Select the Reports option. b. Select the Real-time option. c. Select the Split/Skill option. d. Select the Split Status or Skill Status option. e. Verify that the Split/Skill Status Report Input window appears. f. Enter a valid split number in the Split: or Skill: field. g. Select the Run action list item, and run the report. h. Verify that the Split or Skill Status Report window appears. If the switch link is down, the report fields will be blank and the status line will read “Switch link down.” i. Press the SLK. j. Select the Print window option to send the report to the printer. NOTE Commands
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the CMS Software3-11 k. Look at the message line near the bottom of the window, and verify that there is a confirmation message about sending the report to the printer. l. Verify that the report printed by checking the printer for the report. m. Return to the CMS Main Menu screen by pressing the SLK twice. 2. Test the Historical Reports subsystem by doing the following from the CMS Main Menu: a. Select the Reports option. b. Select the Historical option. c. Select the Split/Skill option. d. Select the Status option. e. Verify that the Split/Skill Status Report Input window appears. f. Enter a valid split number in the Split/Skill: field. g. Enter -1 in the Date: field. h. Select the Run action list item, and run the report. i. Verify that the report window appears and that the information is displayed in the appropriate fields. If no historical data exists, the fields in the report window should be blank. j. Return to the CMS Main Menu by pressing the SLK twice. 3. Test the Dictionary subsystem by doing the following from the CMS Main Menu: a. Select the Dictionary option. b. Select the Login Identifications option. c.Enter a “*” character in the Login ID: field. d. Select the List all action list item to list all the login IDs. e. Verify that the logins are displayed (on a new system, the fields will be blank). f. Return to the CMS Main Menu by pressing the SLK twice. Exit NOTE Exit Exit
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the CMS Software3-12 4. Test the Exceptions subsystem by doing the following from the CMS Main Menu: a. Select the Exceptions option. b. Select the Real-time Exception Log option. c. Verify that the window is accessible. For a new installation, this window may be blank. d. Return to the CMS Main Menu by pressing the SLK once. 5. Test the Call Center Administration subsystem from the CMS Main Menu: a. Select the Call Center Administration option. b. Select the Call Work Codes option. c. Press Enter. d. Select the List all action list item, and list all the call work codes currently defined. e. Verify that the displayed information is correct (on a new system, the fields will be blank). f. Return to the CMS Main Menu by pressing the SLK twice. 6. Test the Custom Reports subsystem by doing the following from the CMS Main Menu: a. Select the Custom Reports option. b. Select the Real-time option, and verify that the names of existing custom reports are listed. If there are no reports, you receive a message saying the submenu is empty. c. Return to the CMS Main Menu by pressing the SLK once. NOTE Exit Exit Exit
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Testing the CMS Software3-13 7. Test the User Permissions subsystem by doing the following from the CMS Main Menu: a. Select the User Permissions option. b. Select the User Data option. c. Verify that the User Data Input window appears. d. Return to the CMS Main Menu by pressing the SLK once. 8. Test the System Setup subsystem by doing the following from the CMS Main Menu: a. Select the System Setup option. b. Select the CMS state option. c. Verify that CMS is operating in the Multi-user mode. d. Return to the CMS Main Menu by pressing the SLK once. 9. Test the Maintenance subsystem by doing the following from the CMS Main Menu: a. Select the Maintenance option. b. Select the Printer Administration option. c. Enter a valid printer name in the CMS printer name: field. d. Select the List all action list item, and list the printer parameters. e. Verify that the printer has been administered correctly. f. Return to the CMS Main Menu by pressing the SLK twice. 10. If the Graphics feature package has been enabled, test the Graphics subsystem by doing this from the CMS Main Menu: a. Select the Graphics option. b. Verify that a Real-time Graphics screen can be accessed. c. Return to the CMS Main Menu by pressing the SLK once. 11. At each CMS terminal, log in as cms and choose the correct terminal type to verify that the terminals are working properly. To log off, select the Logout option from the CMS Main Menu. Exit Exit Exit Exit
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Assigning Customer Passwords3-14 Assigning Customer Passwords3 Overview3This section describes how the customer needs to assign passwords to each of their logins on the CMS computer. Prior to testing the CMS software, the customer must assign passwords to each of the following logins: lroot lcms lany other administration logins that have been added for a customer. Have the customer record the passwords for each login on the provided “System Acceptance Worksheet” at the end of this chapter. The technician should NOT know these passwords. Procedure31. Log in as root. 2. At the system prompt, have the customer enter the following: passwd where is root, cms, and so on. The system responds as follows: 3. Have the customer enter the new password. The system responds as follows: 4. Have the customer enter the password again. 5. Repeat this procedure for each customer login. NOTE New password: Re-enter new password:
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Turning the System Over to the Customer3-15 Turning the System Over to the Customer3 Overview3This section contains the final check before turning the system over to the customer. Procedure31. There are two sets of backup tapes delivered with a new system: the original set from the factory, and the set created after provisioning has been completed. Set these tapes to write-protect mode and store them in a safe place. 2. After the on-site installation is complete, back up the system by following the procedures outlined in “Performing a CMSADM Backup” on page 2-181”. Use a new set of backup tapes for this CMSADM File System backup. Do NOT use the original set of factory backup tapes or provisioning backup tapes. Make sure that the customer has extra backup tapes for their CMS computer. 3. If you have not already done so, back up the customer’s historical data by doing a full maintenance backup from the Maintenance subsystem in CMS. See the “Backup Strategy” section of CentreVu® CMS R3V8 Administration (585-210-910). 4. Give the customer all of the CMS documentation, software CDs, and X.25 license information. 5. Copy and complete the Customer System Acceptance Worksheet from the following page, attach the indicated printouts and screen dumps, and give the resulting package to the customer’s CMS administrator. Have the customer enter their logins and passwords. The technician should NOT know the customer login passwords. For system security, the CMS administrator should store written passwords, INFORMIX* serial numbers and key license information, and X.25 license information in a secure place. *INFORMIX is a registered trademark of Informix Software, Inc. !CAUTION: !CAUTION:
Turning the System Over to the Customer CentreVu® CMS R3V8 Software Installation and Setup Turning the System Over to the Customer3-16 Customer System Acceptance Worksheet rPasswords for system login IDs: Login ID: rootPassword:_______________________________ Login ID: Password: _______________________________ Login ID: Password: _______________________________ Login ID: _______________ Password: _______________________________ rCMS administrator login IDs and passwords: Login ID: cmsPassword:_______________________________ Login ID: _______________ Password: _______________________________ Login ID: _______________ Password: _______________________________ Login ID: _______________ Password: _______________________________ rdf -tresults (attach screen dump showing df -t command results, or record results here): _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ rX.25 Password: Enter the X.25 password: _____________________________________________________ rPrinter administration: Print out the CMS Maintenance - Printer Administration - List all window rFree Space Allocation: Print out the CMS System Setup - Free Space Allocation window rData Storage Allocation parameters: Print out the CMS System Setup - Data Storage Allocation window for each ACD rStorage Intervals parameters: Print out the CMS System Setup - Storage Intervals window for each ACD