Lucent Technologies Centrevu Supervisor Version 8 Guide

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Operations Menus6-9
The Edit menu has the following options:
Menu Item Shortcut Action
Cut
Ctrl + X A standard Windows feature that removes 
selected text or graphics and places the item(s) 
on the clipboard. Cut is available on windows 
that have input fields and on List All windows.
C
opyCtrl + C A standard Windows feature that copies the 
image of the currently selected chart, text, or 
cell to the clipboard in Windows metafile 
format. This allows you to paste the item into 
any Windows application that supports Copy 
and Paste, such as a word processor. This item 
is available when text is selected in the 
window or the cell is selected in a List All 
window. You can also access Copy from the 
right mouse button pop-up menu.
P
asteCtrl + V A standard Windows feature that inserts a copy 
of the contents of the clipboard at the insertion 
point or replaces the selection (if any) with the 
text on the clipboard. This item is available 
only on windows that have input fields and 
when the clipboard is not empty.
Clear a
llCtrl + E A feature that is available only on windows 
that have input fields. This menu item clears 
all of the values entered in the input fields. 
Option buttons are reset to their default value. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Adding Items to the CMS Database6-10
Adding Items to the CMS Database6
After you select an operation, an input window displays. You may want to add 
an item to the CentreVu CMS (such as an agent group, a CMS user ID, or agent 
login IDs). To add items from an operations input window, do the following:
1. Fill in the information required in the input fields.
2. Select A
dd from the Actions menu, select the Add button   on the 
toolbar, or press Ctrl+A.
If the add is successful, the status bar at the bottom of the window reads 
“Successful.” If you do not have the required write permissions to perform 
the add you attempted, the status bar reads “Failed,” and an error message 
displays. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Finding Items in the CMS Database6-11
Finding Items in the CMS Database6
After you select an operation, an input window displays. You may want to work 
with an item in the CMS (such as an agent group, a CMS user ID, or agent login 
IDs), but do not recall how that entity is named or specific details about the 
entity. You can use L
ist all or Find one from the Actions menu to locate items 
in the CMS.
The following sections teach you how to use L
ist all and Find one in 
Supervisor.
List All6
Yo u  w i l l  u s e  List all when you do not recall any of the specific information 
about an entity, or when you want to list all of the entities of a specific type to 
see if any already exist that meet your needs. 
To list all of the items related to an operations window, do the following:
1. Leave the text boxes on the input window blank to list all of this type of 
entity that exist on the CMS, or complete specific text boxes to refine the 
list to a specific range of output.
2. Select L
ist all from the Actions menu, select the List all button   on 
the toolbar, or press Ctrl+L.
A list of all of the items that match the criteria on the input window 
displays. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Finding Items in the CMS Database6-12
Find one6
You will use Find one when you know some (or all) of the specific information 
about an entity, or when you want to list all of the entities of a specific type, 
one-by-one. 
To find one entity at a time, do the following:
1. Complete all or some of the text boxes on the input window to try to find a 
match, or leave the text boxes blank to list, one-by-one, all of this type of 
entity that exist on the CMS.
This is your find criteria.
2. Select F
ind one from the Actions menu, select the Find one button   on 
the toolbar, or press Ctrl+F.
The text boxes are completed with information related to the first entity 
that matches the find criteria for which you have permissions.
3.If there is more than one match, the status bar reads “xx matches found.” 
You can scroll through the F
ind one matches by selecting Next and 
P
revious from the Actions menu, by selecting the Next button   and 
Previous button   on the toolbar, or by pressing F3 for Next or Shift-F3 
for Previous.
You can also search on partial strings (for example, ac) if the input field is 
not labeled with an (s). For example, you cannot use the wild cards * or ? to 
search for strings in any entity name input fields that are labeled with (s), 
such as Split[s].
NOTE:
For more information on List all and Find one, refer to the CentreVu® CMS 
R3V8 Administration (585-210-910) document. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Modifying Items in the CMS Database6-13
Modifying Items in the CMS Database6
After you select a category from the Operations tab, an input window displays. 
You may want to modify the information for an item that already exists in the 
CentreVu CMS database (such as an agent group, a CMS user ID, or agent login 
IDs). To modify items from an Operations input window, begin with Step 1 or 
Step 2, whichever is appropriate:
1. If you do know all or part of the specific information required for the input 
text boxes, do the following:
a. Complete the text boxes for which you have information.
b. Select F
ind one from the Actions menu, select the Find one button 
 on the toolbar, or press Ctrl+F. The input window displays with 
the appropriate information.
2. If you do not know the specific information required for the input text 
boxes, do the following:
a. Select L
ist all from the Actions menu, select the List all button   
on the toolbar, or press Ctrl+L. 
b. Locate the information for the entity that you want to modify and 
note the relevant information.
c. Close the List all window. The input window displays.
d. Complete the text boxes for which you have information.
e. Select F
ind one from the Actions menu, select the Find one button 
 on the toolbar, or press Ctrl+F. The input window displays with 
the appropriate information.
3. Update the information in the text boxes. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Modifying Items in the CMS Database6-14
4. Select Modify from the Actions menu, select the Modify button   on 
the toolbar, or press Ctrl+M. If the M
odify is successful, the status bar at 
the bottom of the window reads “Successful.” If you do not have the 
required write permissions to perform the M
odify you attempted, the status 
bar reads “Failed,” and an error message displays.
NOTE:
If you attempted to perform a Modify on a database entry that does not yet 
exist, the status bar reads, “Does not exist,” and you need to choose A
dd 
from the A
ctions menu to add the item to the database. 
If you leave any fields blank and select Modify, any current data in the 
blank fields is erased from the database. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Deleting Items from the CMS Database6-15
Deleting Items from the CMS Database6
After you select an operation from the Operations tab, an input window 
displays. You may want to delete the information for an item that already 
exists in the CMS (such as an agent group, a CMS user ID, or agent login IDs). 
To delete items from an operations input window, begin with Step 1 or Step 2, 
whichever is appropriate:
1. If you do know all or part of the specific information required for the 
input text boxes:
a. Complete the text boxes for which you have information.
b. Select F
ind one from the Actions menu, select the Find one button 
 on the toolbar, or press Ctrl+F. The input window displays with 
the appropriate information.
2. If you do not know the specific information required for the input text 
boxes, do the following:
a. Select L
ist all from the Actions menu, select the List all button   
on the toolbar, or press Ctrl+L. 
b. Locate the information for the entity that you want to delete and note 
the relevant information.
c. Close the List all window. The input window displays.
d. Complete the text boxes for which you have information.
e. Select Find one from the A
ctions menu, select the Find one button 
 on the toolbar, or press Ctrl+F. The input window displays with 
the appropriate information.
3. Select D
elete from the Actions menu, select the Delete button   on the 
toolbar, or press Ctrl+D.
!WARNING:
No warning message will display when you select Delete. The item you 
have specified for deletion from the CMS database will automatically be 
deleted.
4.If the delete is successfully completed, “Successful” appears in the status 
bar. If the database entry does not exist, “Does not exist” appears in the 
status bar. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Performing CMS Operations
Deleting Items from the CMS Database6-16 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Overview7-1
CentreVu
Supervisor
Using CentreVu 
Supervisor Reports
7
Overview7
CMS reports display, report, and summarize the performance of any measured 
subset of the ACD, including agents, splits/skills, trunks/trunk groups, VDNs, 
and vectors.
The information in this chapter teaches you how to use all Supervisor reports. 
The sections are as follows:
lUsing the Scripting Feature
lRunning a Report
lSelecting Report Run Dates
lSelecting Report Run Times
lReport Menu Bar
lReport Layouts
lFormatting Table Reports
lFormatting Chart Reports
lMinimizing Report Output Windows
lRight Mouse Button Pop-Up Menus 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Using CentreVu Supervisor Reports
Overview7-2
lRotating a 3D Chart
lExporting Report Data
lCopying Chart Reports
lResizing Report Windows
lChanging Column Widths
lSelecting a Printer
lUsing Page Setup
lSetting Report Threshold Highlights
lReport Options
lExiting and Restarting Reports.
Report Menus and Tabs7
No matter where you run a report from, the way you select, run, edit, and view a 
report is the same. You will find reports available under the following menus 
and tabs:
lCommands | Reports | Real-Time, Historical, or Integrated tab
lCommands | Dictionary | Reports tab
lCommands | Exceptions | Reports tab
lCommands | Agent Administration | Reports tab
lCommands |Call Center Administration | Reports tab
lCommands |Report Wizard
lTo o l s | Maintenance | Reports tab.
NOTE:
Procedures that relate to specific Commands or Tools are located in the 
appropriate chapters in the CentreVu
® CMS R3V8 Administration (585-210-
910) document.