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Lucent Technologies Centrevu Cms Administration Guide

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    							  Task: running, printing, exiting, and restarting a report  CentreVu CMS Administration
    Task reference4-7
    ............................................................................................................................................................................................................................................................Task reference
    How reports workCentreVu® CMS collects data from ACD activity and stores it in one 
    of the 
    CentreVu CMS databases. The data reflects the activity of your 
    splits/skills, trunks, trunk groups, agents, agent groups, VDNs, and 
    vectors. You can view this data by generating a 
    CentreVu CMS report.
    Kinds of reportsThe kinds of reports you can generate are:
    • Standard real-time
    • Standard historical
    • Standard integrated
    • Custom real-time
    • Designer ( 
    CentreVu Supervisor)
    • Custom historical
    • Custom 
    CentreVu CMS 
    • Exceptions
    • Forecast (available as an add-on feature)
    Configuring reportsYou can customize standard reports or design custom reports from 
    scratch.
    See 
    CentreVu CMS R3V5 Custom Reports and CentreVu Report 
    Designer Version 6 User Guide
     for more information.
    What reports summarizeUse CentreVu CMS/CentreVu Supervisor reports to summarize the 
    status of:
    • Any measured subset of the ACD, including agents, splits/skills, 
    trunks/trunk groups, VDNs, vectors, call work codes, and call 
    records
    • Agent administration
    • Call center administration
    • Dictionary
    • Exceptions
    • Maintenance 
    						
    							  Task: running, printing, exiting, and restarting a report  CentreVu CMS Administration
    Task reference4-8
    Printing optionsThe margins, page numbers, and boxes you choose apply only to 
    printed reports and do not affect reports displayed on the screen. 
    MarginsMargins define the spaces at the edges of the page where nothing is 
    printed. Top, bottom, left, and right margins can be set. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    5-1
    5 Task: automating your activities 
    with scripting
    ............................................................................................................................................................................................................................................................Overview
    PurposeIn this task you will find the following procedures:
    • Using Save as Script
    • Scripting reports
    • Scripting the export of report output 
    • Scripting a report saved as HTML
    • Scripting windows and actions
    PrerequisitesWhen you create an automatic script on a PC, the PC must be running 
    when the script is scheduled to run.
    PermissionsThe user whose login session is used to run a script must have 
    permission to perform the  action.
    Use the procedures that follow to automate actions such as changing an 
    agents skills, running reports, and exporting report data. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Using Save as Script5-2
    ............................................................................................................................................................................................................................................................Using Save as Script
    OverviewUse these steps to save the current display or action as a script.
    Steps...........................................................................................................................................................................
    1Select Script. 
    The Save as Script window opens.
    ...........................................................................................................................................................................
    2In the Save in field, select the name of the folder in which the script file 
    will be saved. Select a folder on the drop-down list that shows the folder 
    hierarchy or select Create New Folder. The default is the Scripts 
    subfolder in the folder where 
    CentreVu® Supervisor is installed.
    ...........................................................................................................................................................................
    3In the File name field, type the name of the script file. You can add or 
    replace existing script files, or create new files. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Using Save as Script5-3
    ...........................................................................................................................................................................
    4In the Save as type field, specify whether the script is to be interactive 
    or automatic. The default is automatic, unless you are scripting a report 
    selector window.
    The Save as Script window shows the files of the script type you 
    specified.
    ...........................................................................................................................................................................
    5Select Save.
    The script is saved as the type you specified.
    END OF STEPS...........................................................................................................................................................................
    ReferenceScript button
    The Script button is available from the Report Selector window, from 
    the Reports menu and, once a report is run, from many Agent 
    Administration windows. The Script button is also available when you 
    use any other CentreVu Supervisor command or tool that allows you to 
    add or change.
    Interactive scripts
    The script runs in the current CentreVu Supervisor session and the 
    actions display on the PC.
    Automatic scripts
    The script launches a new CentreVu Supervisor session that logs into 
    CentreVu CMS and runs the tasks in the background. Operations do 
    not display on the PC. If you schedule the script to run with a command 
    scheduler, an automatic script is similar to a 
    CentreVu CMS timetable. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Using Save as Script5-4
    Error and warning messages
    Message Reason Response
    This script will not 
    run unless a 
    CentreVu CMS 
    login ID and 
    password have been  
    specified.The 
    CentreVu CMS 
    login ID and 
    password have not 
    been set on the 
    Scripting tab of the 
    Controller Options 
    window.Specify a login ID 
    and password on  the 
    User Information 
    window.
    Automatic scripts 
    are set to run with 
    the permissions of  
    another user of the 
    PC.The User Information 
    window  designates 
    the other user as the 
    owner of automatic 
    scripts.You can change the 
    permissions via  the 
    login information on 
    the Scripting tab of 
    the Controller 
    Options window. The 
    change will apply to 
    subsequent 
    automatic scripts run 
    on the PC.
    The Add or Replace 
    window  opens (see 
    below).The file already 
    exists.Click a button on the 
    bottom of the 
    window: Add (the 
    default)—to add the 
    new script to the end 
    of the existing script, 
    Replace—to delete 
    the existing script 
    and create a new 
    script file, Cancel—
    to close the Add or 
    Replace window and 
    return to the Save as 
    Script window, 
    Help—to display a 
    help topic for the 
    window. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Using Save as Script5-5 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Scripting reports5-6
    ............................................................................................................................................................................................................................................................Scripting reports
    OverviewUse these steps to script a report that runs in interactive or automatic 
    mode.
    • Interactive mode takes you to a reports input window but does not 
    run a report.
    • Automatic mode runs a report without prompting for inputs. You 
    cannot script a reports input window in automatic mode.
    Steps for report inputTo create an interactive script for a report input window:
    ...........................................................................................................................................................................
    1Select the report on the appropriate tab of the selector window.
    ...........................................................................................................................................................................
    2Select Script on the Reports selector window.
    The Save as Script window opens. The file type is set to Interactive and 
    cannot be changed.
    ...........................................................................................................................................................................
    3Complete the Save as Script window. Executing the script takes you to 
    the input window for the selected report.
    The Save as Script window closes and the Reports selector window 
    remains open.
    END OF STEPS...........................................................................................................................................................................
    Steps for report output...........................................................................................................................................................................
    1Select the report in the Report selector window.
    ...........................................................................................................................................................................
    2Fill in the input window and run the report. 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Scripting reports5-7
    The reports output window opens.
    ...........................................................................................................................................................................
    3Select Script from the Reports menu.
    The Save as Script window opens. The file type is set to Automatic but 
    can be changed.
    ...........................................................................................................................................................................
    4 Complete the Save as Script window.
    Executing the script causes the report to run with your current inputs. If 
    the script is interactive, the report output window is displayed in the 
    same size and position as when the script is saved. If the script is 
    automatic, the report output is directed to your default printer.
    END OF STEPS........................................................................................................................................................................... 
    						
    							  Task: automating your activities with scripting  CentreVu CMS Administration
    Scripting the export of report output5-8
    ............................................................................................................................................................................................................................................................Scripting the export of report output 
    OverviewUse these steps to create a script that exports report data to the 
    clipboard or a specified file.
    Steps...........................................................................................................................................................................
    1Select one of the data export items on the Edit or pop-up menus on a 
    report output window.
    The Export Chart Data, Export Table Data, or Export All Data window 
    opens.
    ...........................................................................................................................................................................
    2Complete the Export All Data window.
    ...........................................................................................................................................................................
    3Select Script.
    The Save as Script window opens. 
    						
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