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Lucent Technologies CentreVu Explorer II Version 1.0 For Windows NT Guide
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. Ordering Information Call: Lucent Technologies Publications Center Voice: 1-800-457-1235 International Voice: +1-317-322-6416 Fax: 1-800-457-1764 International Fax: +1-317-322-6699 Write: Lucent Technologies BCS Publications Center 2855 N. Franklin Road Indianapolis, IN 46219 U.S.A. Order: 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. You can be placed on a Standing Order list for this and other documents you may need. Standing Order will enable you to automatically receive updated versions of individual documents or document sets, billed to account information that you provide. For more information on Standing Orders, or to be put on a list to receive future issues of this document, please contact the Lucent Technologies Publications Center. Lucent Technologies National Customer Care Center Lucent Technologies provides a telephone number for you to use to report problems or to ask questions about your call center. The support telephone number is 1 800 242-2121. Document Support Telephone Number Lucent Technologies provides telephone numbers for you to use to report errors or to ask questions about the information in this document. The support telephone numbers are: Voice: 1 888 584-6366 and International Voice: +1-317-322-6848. European Union Declaration of Conformity Lucent Technologies Business Communications Systems declares that the equipment specified in this document conforms to the referenced European Union (EU) Directives and Harmonized Standards listed below: EMC Directive 89/336/EEC Low Voltage Directive 73/23/EEC The “CE” mark affixed to the equipment means that it conforms to the above Directives. Disclaimer Intellectual property related to this product (including trademarks) and registered to AT&T Corporation has been transferred to Lucent Technologies Incorporated. Any references within this text to American Telephone and Telegraph Corporation or AT&T should be interpreted as references to Lucent Technologies Incorporated. The exception is cross references to books published prior to December 31, 1996, which retain their original AT&T titles. Heritage Statement Lucent Technologies—formed as a result of AT&T’s planned restructuring—designs, builds, and delivers a wide range of public and private networks, communication systems and software, consumer and business telephone systems, and microelectronics components. The world-renowned Bell Laboratories is the research and development arm for the company.
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).