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Lucent Technologies CentreVu Explorer II Version 1.0 For Windows NT Guide

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    							1
    CentreVu® Explorer II
    Version 1.0
    Installation for Windows NT ®
    585-218-201
    Comcode 108456609
    Issue 1.0
    June 1999 
    						
    							Copyright© 1999 Lucent Technologies
    All Rights Reserved
    Printed in U.S.A.
    Notice
    Every effort was made to ensure that the information in this 
    document was complete and accurate at the time of printing. 
    However, information is subject to change.
    Your Responsibility for Your System’s Security
    Toll fraud is the unauthorized use of your telecommunications 
    system by an unauthorized party, for example, persons other 
    than your company’s employees, agents, subcontractors, or 
    persons working on your company’s behalf. Note that there may 
    be a risk of toll fraud associated with your telecommunications 
    system and, if toll fraud occurs, it can result in substantial 
    additional charges for your telecommunications services.
    You and your system manager are responsible for the security 
    of your system such as programming and configuring your 
    equipment to prevent unauthorized use. The system manager is 
    also responsible for reading all installation, instruction, and 
    system administration documents provided with this product in 
    order to fully understand the features that can introduce risk of 
    toll fraud and the steps that can be taken to reduce that risk. 
    Lucent Technologies does not warrant that this product is 
    immune from nor will prevent unauthorized use of common-
    carrier telecommunication services or facilities accessed 
    through or connected to it. Lucent Technologies will not be 
    responsible for any charges that result from such unauthorized 
    use.
    Lucent Technologies Fraud Intervention
    If you 
    suspect that you are being victimized by toll fraud and you 
    need technical support or assistance, call the Technical Service 
    Center Toll Fraud Intervention Hotline at 1-800-643-2353.
    Trademarks
    lCentreVu, DEFINITY, and NetCare are registered 
    trademarks of Lucent Technologies.
    lIntel and Pentium are registered trademarks of Intel 
    Corporation.
    lJava is a registered trademark of Sun Microsystems, Inc.lMicrosoft, Windows, Windows NT, and SQL Server are 
    registered trademarks of Microsoft Corp.
    lNetscape Navigator is a trademark of Netscape 
    Communications Corporation.
    lpcAnywhere is a copyright of Symantec Corporation.lAll other product names mentioned herein are the 
    trademarks of their respective companies.
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    CentreVu® Explorer II Installation for Windows NT® 
    Guide
    Document No. 585-218-201
    Comcode 108456609
    Issue 1.0, June 1999For additional documents, refer to the section entitled “Related 
    Documents” in the Preface.
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    European Union Declaration of Conformity
    Lucent Technologies Business Communications Systems 
    declares that the equipment specified in this document 
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    and Harmonized Standards listed below:
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    Low Voltage Directive 73/23/EEC
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    							Table of Contents
      
    CentreVuExplorer II
     CentreVu Explorer II Version 1.0 Installation for Windows NT 
    iii
    Introduction  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
    What is CentreVu® Explorer II? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-1
    Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-2
    Background  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-3
    New Features  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-4
    Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-5
    System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-5
    Network Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-6
    Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-8
    Pre-installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-8
    Installation  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-9
    Installation Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-10
    ECS/Switch Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-10
    CentreVu CMS Requirements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-10
    External Call History Interface (ECHI) Overview. . . . . . . . . . . . . . . . . . .  1-10
    Customer Responsibilities  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-11
    Server Requirements and Recommendations. . . . . . . . . . . . . . . . . . . . . . .  1-12
    Processor Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-12
    Performance Requirements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-13
    Hard Disk Drives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-14
    Remote Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-15
    System Software Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-15
    Co-Residency Issues  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-15
    Disk Storage Requirements  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-16
    Optional Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-17
    Network Connectivity  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-19
    Client Requirements and Recommendations . . . . . . . . . . . . . . . . . . . . . . .  1-20
    Installation Information Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-21
    CentreVu Explorer II Installation Preparation. . . . . . . . . . . . . . . . . . . . . . . . . .  1-22
    Setting Up the CentreVu Explorer II Server  . . . . . . . . . . . . . . . . . . . . . . .  1-24
    Setting Up CentreVu Explorer II Client . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-25
    Setting Up CentreVu CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-26
    CentreVu CMS Login and Password. . . . . . . . . . . . . . . . . . . . . . . . . . .  1-27
    CentreVu CMS Modem Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-28
    Setting Up Windows NT  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-28
    Provisioning and Activation of ECHI  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-29
    Obtaining a CentreVu Explorer II License  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1-30
    Installing and Uninstalling the Software . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-1
    Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2-2
    Installing CentreVu Explorer II Server Software  . . . . . . . . . . . . . . . . . . . . . . . .  2-3 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    iv
    Loading CentreVu Explorer II Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
    Installing SQL Server 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
    Administration Passwords  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
    Installing CentreVu Explorer II Software  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
    Creating the CentreVu Explorer II Database  . . . . . . . . . . . . . . . . . . . . . . . 2-12
    Populating the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
    Launching CentreVu Explorer II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
    pcAnywhere® Security Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
    Uninstalling the CentreVu Explorer II Software . . . . . . . . . . . . . . . . . . . . . . . . 2-21
    Uninstalling CentreVu Explorer II Software  . . . . . . . . . . . . . . . . . . . . . . . 2-22
    Removing the Database  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28
    Upgrading to CentreVu Explorer II Software . . . . . . . . . . . . . . . . . . . . . . . 3-1
    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
    Upgrading to SQL Server 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
    Upgrading the CentreVu Explorer II Software  . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
    Creating the CentreVu Explorer II Database  . . . . . . . . . . . . . . . . . . . . . . . 3-10
    Converting CentreVu Explorer 1.x Data  . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15
    Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
    Backing Up SQL Server Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
    Checking for Security  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
    Logins and Passwords Stored in the Database . . . . . . . . . . . . . . . . . . . . . . . 4-3
    Administration Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
    Database Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-11
    Accessing Database Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4-11
    Determining Average Daily Call Record Volumes . . . . . . . . . . . . . . . . . . . 4-13
    Discarding or Archiving Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
    Restoring Data  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
    Migrating CMS Data Dictionary Synonyms  . . . . . . . . . . . . . . . . . . . . . . . 4-21
    Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
    Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
    Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
    Who to Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
    Getting Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
    Lucent TSO Responsibilities  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
    Customer Responsibilities  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
    Process to Get Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
    General Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
    Setting Up the Java Plug-in  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
    Checking the Corrupt Folder  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
    Monitoring System Performance  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
    Configuring CentreVu Explorer II Log File . . . . . . . . . . . . . . . . . . . . . . . . 5-10 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    v
    Troubleshooting and Maintenance Routines . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-13
    Expanding the Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-13
    Clearing Out the Transaction Log  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-13
    Expanding the tempdb File  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-14
    Troubleshooting Tips for Windows NT  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-15
    Windows NT Event Log Error Messages Types  . . . . . . . . . . . . . . . . . . . .  5-15
    Installation Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-15
    Java Web Server Error Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-17
    Data Import Service Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-19
    Open Database Connection (ODBC) 
    Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-20
    Database (DB)-Library Error Messages  . . . . . . . . . . . . . . . . . . . . . . . . . .  5-20
    Log-in Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-21
    Service Affecting Automated Procedures  . . . . . . . . . . . . . . . . . . . . . . . . .  5-21
    Data Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-21
    Database Maintenance Procedures  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  5-22
    Appendix  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
    Windows NT Server Connection Assistance  . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
    Establishing Server Network Connection  . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
    Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
    Software  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
    CentreVu Explorer II Server Identification . . . . . . . . . . . . . . . . . . . . . . . A-3
    CentreVu Explorer II Protocol Assignment  . . . . . . . . . . . . . . . . . . . . . . A-4
    Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GL-1
    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  IN-1 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    vi 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    Introduction
    What is CentreVu® Explorer II?1-1
    1CentreVu
    ExplorerCentreVu
    Explorer II
    Introduction1
    What is CentreVu® Explorer II?1
    CentreVu Explorer II transforms DEFINITY®  Enterprise Communications Server 
    (ECS) Call Center information into powerful knowledge for call centers’ business 
    needs. Information collected from the CentreVu Call Management System (CMS), is 
    compiled, formatted, and presented to the user through a Web browser to illustrate 
    critical call center activity. 
    CentreVu Explorer II handles critical call center activity by recording and supplying 
    specific information about a particular call. For example, CentreVu Call 
    Management System (CMS) indicates that a call has abandoned and CentreVu 
    Explorer II provides more specific information about that abandoned call. The 
    following type of information can also be gathered on CentreVu Explorer II:
    lHow many callers abandoned after holding for more than 30 seconds? 
    lWhich agent splits transfer the most calls? 
    lWhat kinds of calls are measured by stroke counts or call work codes? 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    Introduction
    What is CentreVu® Explorer II?1-2
    In addition to the CentreVu Explorer 1.0, 1.1 and 1.2 functionality, CentreVu 
    Explorer II provides:
    lMore deployment options
    lMore flexible queries
    lMore results presentation alternatives
    lMore flexibility to export data
    lSupport for multiple CMSs.
    Purpose1
    The purpose of this guide is to provide the owner of a CentreVu Explorer II Server 
    (CES) with installation procedures and a better idea of how to maintain the 
    CentreVu Explorer II product. By implementing the recommendations provided by 
    this document, you ensure that the server downtime is minimized. This document 
    applies to CentreVu Explorer II. If you have an earlier version of the product, 
    contact Lucent Technical Support to arrange for an upgrade. 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    Introduction
    What is CentreVu® Explorer II?1-3
    Background1
    When CentreVu Explorer 1.0 was released in 1997, it quickly revolutionized the 
    way call center managers thought about call center data. Call switch data—not 
    previously considered “information” because it could not be easily accessed—could 
    now be queried upon and used to more efficiently and cost-effectively run call 
    centers. Customer feedback showed that customers liked CentreVu Explorer’s 
    friendly query tools, its ease of administration, and the familiar Web interface.
    One of CentreVu Explorer’s most requested features, is that no client desktop 
    software is needed. Nothing needs to be loaded onthe users’ PCs to allow them 
    access to CentreVu Explorer Version 1.0 or later software. This eliminates the need 
    to install or upgrade client software and minimizes the use of desktop resources. 
    Windows and a TCP/IP connection to a Language Area Network (LAN) were the 
    only client requirements.
    Previous releases of CentreVu Explorer software include:
    lCentreVu Explorer 1.0
    lCentreVu Explorer 1.1
    lCentreVu Explorer 1.1.1
    lCentreVu Explorer 1.1.2
    lCentreVu Explorer 1.2
    lCentreVu Explorer 1.2.2.
    All previous releases of CentreVu Explorer software can be upgraded to CentreVu 
    Explorer II. See details about upgrading the software in Chapter 3, “Upgrading to 
    CentreVu Explorer II Software,” in this guide. 
    						
    							   CentreVu Explorer II Version 1.0 Installation for Windows NT 
    Introduction
    What is CentreVu® Explorer II?1-4
    New Features1
    CentreVu Explorer II retains all of the features in the previous versions of CentreVu 
    Explorer (1.0, 1.1, and 1.2) which includes access to CentreVu Call Management 
    System’s External Call History (ECH) elements in a logical, easy-to-analyze format. 
    The CentreVu Explorer II software is easy to install, maintain, and does not require 
    any client software.
    The CentreVu Explorer II new features include:
    lEnhanced query capabilities
    lConditional queries: and/or, , =, not =, grouping
    lAbility to easily save queries
    lTime of day and day of week queries
    lSupport for a variety of databases (for example, SQL Server and INFORMIX)
    lCompatibility with the Windows NT and Sun Solaris platforms
    lData exportability to other applications
    lSupport for multiple CMSs
    lRetention of the “Explorer Classic” look and feel
    lExpanded number of row limitations on query results (for example, more than 
    500 rows can now be used)
    lMigration of some CentreVu CMS Data Dictionary synonyms to the CentreVu 
    Explorer II server
    lAbility to move between multiple web frames—this eliminates the need to back 
    out of web frames
    lMultiple window capabilities allow queries to be viewed simultaneously
    lSome maintenance capabilities are automated (for example, data discard).
    For more information about the features offered with CentreVu Explorer II, see the 
    CentreVu
    ®  Explorer II, Version 1.0, User Guide (585-218-200). 
    						
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