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Lucent Technologies CentreVu Visual Vectors Release 8 User Guide
Lucent Technologies CentreVu Visual Vectors Release 8 User Guide
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Introduction CentreVu Visual Vectors User Guide Release 8 Interactions With CentreVu CMS1-9 ............................................................................................................................................................................................................................................................Interactions With CentreVu CMS OverviewCentreVu Visual Vectors software is designed to work with CentreVu CMS R3V6 or later. Interactions with CentreVu CMS R3V8If information obtained from the two client software programs does not seem to match, log off the CentreVu CMS R3V8 server from each client software program, and then log back on. Important!Edit vectors only in Visual Vectors. If you use any other way to edit vectors, such as a CMS terminal, the comments will be converted to floating comments. Using CentreVu Supervisor CentreVu Visual Vectors software is designed to work with CentreVu Supervisor Version 6 or later. Use CentreVu Supervisor software to do the following: • Generate reports on the VDNs, vectors and skill preferences you have assigned using CentreVu Visual Vectors tools. • Assign names to entities such as splits/skills, trunk groups, ACDs, and Vectors/VDNs in the CentreVu CMS Dictionary. You can use the Navigator tool in CentreVu Visual Vectors to give more meaningful names to these objects in your Call Center World. See CentreVu Supervisor Version 8 Installation and Getting Started, 585- 210-928 and CentreVu Call Management System Release 3 Version 8 Administration, 585-210-930 for more information.
Introduction CentreVu Visual Vectors User Guide Release 8 Terminology1-10 Terminology ............................................................................................................................................................................................................................................................Overview PurposeThis section describes the terms you need to know before you begin using Visual Vectors software. These terms, as well as others, are also defined in the Glossary.
Introduction CentreVu Visual Vectors User Guide Release 8 Terms You Need to Know1-11 ............................................................................................................................................................................................................................................................Terms You Need to Know Te r m sYou need to know the following terms to understand how to use the software. Access Permissions Permissions assigned to a user so that the user can access different areas of a server or administer specific entities (for example, splits/skills, trunk groups, vectors, and VDNs) of an ACD. Access permissions are specified as read or write permission. Read permission means the user can access and view data. Write permission means the user can add, modify, or delete data and execute processes. Automatic Call Distribution (ACD) A switch feature using software that channels high-volume incoming and outgoing call traffic to agents grouped in splits or skills. Also an agent state where the extension is engaged on an ACD call. See Redirect On No Answer and Auto-Available Split. Call Center World A collection of objects and entities that can be viewed and administered through CentreVu Framework. What you can access, edit or assign depends on your permissions. CentreVu Call Management System (CMS) A software product used by business customers that have Lucent Technologies telecommunications switches/ECS and receive a large volume of telephone calls that are processed through the Automatic Call Distribution (ACD) feature of the switch/ECS. The CMS collects call-traffic data, formats management reports, and provides an administrative interface to the ACD feature in the switch/ECS. CentreVu Framework The Visual Vectors software window from which you access tools such as Navigator, Vector Editor, and VDN Assignment. You can also use Framework File menu items to Connect to or Disconnect from CentreVu CMS servers. CentreVu Supervisor The Call Management System client application for the Microsoft Corp. Windows operating environment. Dictionary An area of CMS that can be used to assign names to various call center entities such as login IDs, splits/skills, trunk groups, VDNs and vectors. These names make call center data easier to interpret. Entity A generic term that refers to one of the following: Announcement, Split/Skill, Trunk Group, VDN, or Vector. Entities that CentreVu Visual Vectors can view or administer include Vectors and VDNs. Entity names are obtained from the CentreVu CMS Dictionary; renaming entities using Visual Vectors results in changes to the CMS Dictionary.
Introduction CentreVu Visual Vectors User Guide Release 8 Terms You Need to Know1-12 Expert Agent Selection (EAS) Expert Agent Selection (EAS) is an optional switch feature that builds on the power of the Call Vectoring and ACD features of the switch to match the skills required to handle a particular call to an agent who has at least one of the skills that a caller requires. The ACD queuing and the Queue and Check vector commands are used to route a call to an agent with the appropriate skill to handle that call. With EAS, call distribution is based on skill. CentreVu CMS collects data on skills in the same manner as it collects data on splits. CentreVu CMS also reports VDN data by VDN skill preference, so that customers can assess the call center performance relative to calls requiring particular skills. CMS reports how many calls were handled, how long these calls waited for service, and the average talk time for calls queued to a particular skill preference in a particular VDN. Navigator The window that displays after you select it from the Tools menu or toolbar in the CentreVu Framework window. It consists of two panes: a hierarchical “tree” view of your Call Center World on the left and a list of objects or entities on the right. User Permissions An area of the CentreVu CMS server that allows the administrator to define what each user can access. VDN Assignment Wizard A series of dialogue boxes that displays after you select it from the Tools menu or toolbar. It consists of several steps presented in the dialogue boxes; for example, one filters and selects the VDNs you wish to assign, and another performs the assignment(s). Vector Directory Number (VDN) An extension number that enables calls to connect to a vector for processing. A VDN is not assigned an equipment location. It is assigned to a vector. A VDN can connect calls to a vector when the calls arrive over an assigned automatic-in trunk group or when calls arrive over a dial-repeating (DID) trunk group and the final digits match the VDN. The VDN by itself may be dialed to access the vector from any extension connected to the switch. Vector Editor This software tool, accessed from CentreVu Framework, allows you to create and edit vectors visually, by dragging and dropping icons representing commands from a palette and arranging them into vector steps in a work area. You can attach comments, change layout, and save and print the vectors. Vector Step One processing step in a vector. A vector step consists of a command and one or more conditions or parameters. These conditions or parameters are found on a steps Properties window in Visual Vectors client software.
Introduction CentreVu Visual Vectors User Guide Release 8 Terms You Need to Know1-13 Vector Step Condition A condition accompanying a vector command that defines the circumstances in which the command will be applied to a call. These conditions are found on a steps Properties window in Visual Vectors client software. Visual Vectors Client Client software which provides a rich, graphical user interface for creating or modifying configured elements of ACDs connected to a CMS. This software can be loaded directly on the users personal computer or downloaded from a network. Visual Vectors Server Server software which enables administration (changing or modifying configured elements) for ACDs connected to a CMS. This software resides on the CMS server.
Introduction CentreVu Visual Vectors User Guide Release 8 Things to Know About Call Center Data1-14 Things to Know About Call Center Data ............................................................................................................................................................................................................................................................Overview PurposeThis section describes the CentreVu CMS processes for storing and tracking switch (ACD) data for your call center. The information is intended to give you an overview of how CentreVu CMS works, and where CentreVu CMS stores data. Visual Vectors Server software accesses CMS Dictionary and User Permissions data.
Introduction CentreVu Visual Vectors User Guide Release 8 How CentreVu CMS Stores and Tracks ACD Data1-15 ............................................................................................................................................................................................................................................................How CentreVu CMS Stores and Tracks ACD Data Real-time and historical databasesCentreVu CMS stores the ACD data received from the switch in the real- time and historical databases. Within each of these databases, CentreVu CMS stores the specific ACD data for agents, splits/skills, trunks, trunk groups, vectors, and VDNs in separate database tables. Call work codes (CWC) also have separate database tables in the real-time and historical database. Summarizing CMS DataAs CentreVu CMS collects the real-time data from the ACD, the data is stored in the current intrahour interval tables (agent, split/skill, trunk, trunk group, vector, and VDN) until the end of the interval. At the end of the current intrahour interval, data is archived to the previous intrahour interval tables and to the intrahour historical tables. At your designated data summarizing time, the historical intrahour data is summarized into daily data. At the end of your designated week (as specified on the System Setup subsystem Storage Intervals window), the daily data is summarized into weekly data. On the first day of a new month, monthly summaries are generated from the daily data for the previous month. CMS DictionaryThe CMS Dictionary contains names for call center ACDs and their entities, including announcements, splits/skills, trunk groups, VDNs, and vectors. The assigned names appear on CMS reports to make them easier to interpret, as well as in Visual Vectors software to make it easier to use. You can use Visual Vectors tools to rename entities, or edit certain other properties of them (for example, their descriptions). See CentreVu Call Management System Release 3 Version 8 Administration, 585-210-930 for more information about CentreVu CMS Dictionary. User PermissionsVisual Vectors software determines what users can view and modify based on CMS User Permissions. For example, if a user has read access for an ACD and/or its vectors but no write access, the user will not be able to use Vector Editor to save, or Navigator to copy, a vector to that ACD. Likewise, if a user has no read or write access permissions for a type of entity (for example, VDNs), then the folder for those entities on the ACD will appear empty in Navigator. See CentreVu Call Management System Release 3 Version 8 Administration, 585-210-930 for more information about CentreVu CMS User Permissions. Important! If more than 2,000 VDNs have been authorized on a CentreVu CMS R3V6 server, then VDN permission checking (enabled through User Permissions VDN Access operation) is not available.
Introduction CentreVu Visual Vectors User Guide Release 8 Prerequisite System Administration1-16 Prerequisite System Administration ............................................................................................................................................................................................................................................................Overview Purpose This section describes system administration required before you can run CentreVu Visual Vectors software. In this sectionThis section consists of the following information: •Configuring Visual Vectors Server (1-17) •CentreVu Visual Vectors Training (1-20)
Introduction CentreVu Visual Vectors User Guide Release 8 Configuring Visual Vectors Server1-17 ............................................................................................................................................................................................................................................................Configuring Visual Vectors Server OverviewTypically, an administrator will have installed and configured the CentreVu Visual Vectors Server. However, if you need to install and configure the server, first refer to the CentreVu CMS R3V8 Upgrades and Migration, Issue 1, 585-210-913 for instructions on how to proceed. A brief outline follows of the procedures to install the CentreVu Visual Vectors Server software package. How to install Visual Vectors Server software ............................................................................................................................................................................... 1Log in as root. Result: You are ready to begin installing the software package. ........................................................................................................................................................................... 2Insert the CD-ROM and enter the following command: /usr/sbin/ pkgadd -d /cdrom/cdrom0. Result: The system displays information about the CD contents. ........................................................................................................................................................................... 3Enter option 1 or press Return to select Visual Vectors Server software for processing. Result: The system queries if you wish to continue. ........................................................................................................................................................................... 4Enter y to continue installation. Result: The CD package information is re-displayed. ........................................................................................................................................................................... 5After verifying this information, enter q at the prompt. Result: The installation process ends. END OF STEPS....................................................................................................................................................................................
Introduction CentreVu Visual Vectors User Guide Release 8 Configuring Visual Vectors Server1-18 How to initially set up your server software ............................................................................................................................................................................... 1At the system prompt, enter the following command: setupaas ........................................................................................................................................................................... 2Select option 1 from the displayed setup menu. ........................................................................................................................................................................... 3Enter the number of allowable concurrent logins. The maximum number is the number of purchased licenses. END OF STEPS.................................................................................................................................................................................... How to start Visual Vectors Server software ............................................................................................................................................................................... 1At the system prompt, enter the following command: setupaas ........................................................................................................................................................................... 2Select option 2 from the displayed setup menu. ........................................................................................................................................................................... 3Select option 1 from the turn on/stop menu to start the software. END OF STEPS.................................................................................................................................................................................... Server performanceThe following table summarizes capacity limits for CMS hardware platforms running CentreVu Visual Vectors Server software: Simul- taneous realtime reportsHistorical , forecasti ng, ICH, and agent trace reports per hourODBC reports per hourWeb hits per hourVDNs on any single ACD Sparc 5 200 80 80 40,000 1300 Ultra 5 300 120 120 60,000 1950 UE3000 (1CPU)400 160 160 80,000 2600