Lucent Technologies Centrevu Supervisor Version 8 Guide

							   CentreVu Supervisor Version 8 Installation and Getting Started
xi
Communications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-18
Network Connection Settings  . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-18
Serial and Modem Connection Settings . . . . . . . . . . . . . . . . . . .  8-19
Modem Tab  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-20
Font Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-21
Terminal Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-23
Error Messages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-23
Unable to connect to the remote host. . . . . . . . . . . . . . . . . . . . . . . .  8-23
The connection to the remote host was lost.. . . . . . . . . . . . . . . . . .  8-23
The profile {name} does not exist.  . . . . . . . . . . . . . . . . . . . . . . . . . .  8-23
Information Messages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-24
The profile {name} exists, replace?. . . . . . . . . . . . . . . . . . . . . . . . . .  8-24
Save changes to {name}? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  8-24
A connection is active, exit anyway? . . . . . . . . . . . . . . . . . . . . . . . .  8-24
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-1
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-2
Installation Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-2
Login Error Messages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-4
OCX and DLL Incompatibilities. . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-11
Windows Swap Files  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-11
Installing CentreVu Supervisor  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-11
Preserving CentreVu Supervisor User Profiles  . . . . . . . . . . . . . . .  9-12
Resolving TCP/IP Host Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9-12
Proper Operation of Networking Software  . . . . . . . . . . . . . . . . . .  9-13
Problems with Serial/Modem Connections . . . . . . . . . . . . . . . . . .  9-13
Using a Secondary System Password on the CMS Server . . . . . .  9-14
Saving as HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Using Save as HTML  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Output Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Not Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Using Existing Templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Save as HTML Template Tags  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6
Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
Glossary  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  GL-1
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IN-1 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
xii 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
OverviewP-1
CentreVu
Supervisor
Preface0
Overview1
The CentreVu® Supervisor Installation and Getting Started document includes 
the following information:
lInstructions for installing CentreVu Supervisor (Supervisor) on a local PC 
from a network server or CD-ROM
lProcedures for installing Supervisor to a Shared Network Drive
lProcedures for uninstalling Supervisor
lInstructions for using Supervisor
lProcedures for installing and using CentreVu Terminal Emulator
lGuidelines for responding to error messages that may be displayed while 
installing Supervisor or logging into the CentreVu Call Mangement System 
(CMS) server.
NOTE:
CentreVu Terminal must be separately installed; it is not automatically installed 
by CentreVu Supervisor Version 8. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
OverviewP-2
This document is intended for anyone who is installing the CentreVu Supervisor 
software on the DEFINITY®  Enterprise Communications Server (ECS). It 
assumes that you are familiar with your PC and the Microsoft* Windows†95 or 
98 or Windows NT‡4.0 operating systems, including standard Windows 
conventions.
The following sections are included in this Preface:
lContents of this Document
lConventions Used in this Document
lRelated Documents.
*Microsoft is a registered trademark of Microsoft Corp.
†Windows is a registered trademark of Microsoft Corp.
‡NT is a registered trademark of Microsoft Corp. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Contents of This DocumentP-3
Contents of This Document1
The document is organized into the following chapters:
Chapter 1 Introduction
This chapter introduces the CentreVu Supervisor 
application. It provides information on the following:
lThe two methods of installation
lThe items provided in the CentreVu Supervisor 
package
lThe equipment required to run CentreVu 
Supervisor
lThe Helpline numbers.
Chapter 2 Installing 
CentreVu Supervisor on a Local PC
This chapter walks you through the process of installing 
CentreVu Supervisor from a CD-ROM or the network 
onto a PC that will not access Supervisor over the 
network.
Chapter 3 Installing 
CentreVu Supervisor on a Shared 
Network Drive
This chapter describes the steps required to install the 
Supervisor application files (executables and default files) 
to a shared read-only folder on the network server.
Chapter 4 Uninstalling 
CentreVu Supervisor
This chapter describes the steps required to uninstall the 
CentreVu Supervisor Version 8 software.  
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Contents of This DocumentP-4
Chapter 5 Getting Started with CentreVu Supervisor
This chapter walks you through the process of starting 
Supervisor, logging into a CMS server, logging out of a 
CMS server, and exiting Supervisor. It also teaches you 
how to change your connection settings and gives you 
information about getting help with the Supervisor 
product.
Chapter 6 Performing CMS Operations
This chapter defines how to use windows that display as a 
result of selecting an item from any Operations tab, 
including detailed information on the Actions menu items 
in Operations input windows. 
Chapter 7 Using 
CentreVu Supervisor Reports
This chapter defines how reports are displayed in 
Supervisor and teaches you how to format and print 
reports, including selecting run dates and times. This 
chapter also gives detailed information on the Actions 
menu items available in report output windows and 
teaches you how to export report information to another 
Windows application.
Chapter 8 Installing and Using 
CentreVu Te r m i n a l
This chapter gives you general information about the 
CentreVu Terminal application and explains how to install 
the CentreVu Terminal application and how to set it up to 
connect to the CMS server. 
Chapter 9 Troubleshooting
This chapter gives you information on error messages that 
you might receive while installing or using Supervisor and 
outlines basic troubleshooting procedures for the error 
messages. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Conventions Used in This DocumentP-5
Conventions Used in This Document1
The following conventions are used in this document:
*Whenever you are asked to click or double click the mouse button, click 
button 1 (the left-most mouse button or primary button), unless button 2 (the 
right-most button or secondary button) is specified.
Convention Description
Bold Text Menu names, options, and icon names are shown in 
bold text. For example: Choose Save from the File 
menu.
Initial Capital 
LettersNames of windows, dialog boxes, and keyboard keys. 
For example: This field is in the Manual Login window.
Courier 
TextText you are asked to enter and system commands. For 
example: Enter this
 
command. 
< > Variable text is marked by less-than/greater-than signs. 
For example: Couldn’t create .
KEY+KEY Key combinations for which you must press and hold 
down one key and then press another. For example: 
ALT+4.
Italic TextReferences to other documents, trademarks, and for 
emphasis.
“ “ Sections and chapters that are referenced. For example: 
See Chapter 1, “Introduction,” for an outline of the 
information in this book.
Click and 
Double click*Button 1 (left-most mouse button or primary button).
Microsoft Windows 
or WindowsThese terms are used to refer to both Microsoft 
Windows 95 or 98 and Microsoft Windows NT 4.0. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Related DocumentsP-6
Related Documents1
The following documents include additional information about the Call 
Management System or Supervisor:
lCentreVu® Supervisor Version 5 User Guide (585-215-829)
lCentreVu® Call Management System Release 3 Version 8 Administration 
(585-210-910)
lCentreVu® Supervisor Version 8 Reports (585-210-929)
lCentreVu® Call Management System Release 3 Version 8 Database Items 
and Calculations (585-210-939)
lCentreVu® Call Management System Release 3 Version 5 Custom Reports 
(585-215-822)
lLucent Version 8 Call Center Change Description (585-210-925)
lCentreVu® Call Management System Release 3 Version 8 External Call 
History Interface (585-210-912)
lCentreVu® Advocate User Guide (585-210-927)
lCentreVu® Call Management System Release 3 Version 8 Upgrades and 
Migrations (585-210-913)
lCentreVu® Report Designer Version 8 User Guide (585-210-930)
lCentreVu®  Call Management System Release 3 Version 8 Hardware 
Maintenance and Troubleshooting (585-210-919)
lCentreVu® Call Management System Release 3 Version 6 Software 
Installation and Maintenance (585-215-866)
lCentreVu® Call Management System Release 3 Version 8 Planning, 
Configuration, and Implementation (585-210-920)
lSun SPARCserver Hardware Installation documentation, connectivity 
diagrams, and Maintenance and Troubleshooting documentation 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Introduction
About CentreVu Supervisor1-1
CentreVu
Supervisor
Introduction1
About CentreVu Supervisor1
The Lucent Technologies CentreVu®  Supervisor (Supervisor) software is a 
graphical user interface to the Lucent CentreVu Call Management System 
Release 3 Version 8 (CentreVu CMS R3V8) or Call Management System 
Release 3 Version 6 (CentreVu CMS R3V6) software. 
The Supervisor software runs on an Intel
* 486-compatible processor (a Pentium 
processor is preferred) that is running one of the following Microsoft Windows 
operating systems (see page 1-10 for more detailed requirements): 
lWindows 95† 
lWindows 98‡
lWindows NT** 4.0 with Service Pack 4.
* Intel is a registered trademark of Intel Corporation.
†Windows 95 is a trademark of Microsoft Corp.
‡Windows 98 is a trademark of Microsoft Corp.
**Windows NT is a trademark of Microsoft Corp. 
						

							   CentreVu Supervisor Version 8 Installation and Getting Started
Introduction
About CentreVu Supervisor1-2
NOTE:
Supervisor is not supported for all languages of Windows operating systems. 
For information about which versions of Supervisor are supported for which 
Windows operating systems, see the table on the following page.
The following table shows which language-versions of Supervisor are 
supported with which Windows operating systems (   indicates that the 
operating system is supported).
Windows
 OS
LanguageEnglish Dutch  French German Italian Portuguese  Spanish Japanese 
English
Windows 95
Windows 98
Windows 
NT 4.0
Dutch
Windows 95
Windows 98
Windows 
NT 4.0
French
Windows 95
Windows 98
Windows 
NT 4.0
German
Windows 95
Windows 98
 Windows 
NT 4.0
Italian
Windows 95
Windows 98
 Windows 
NT 4.0