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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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Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Framework Window Features2-7 Status barThe status bar is located at the bottom of the CentreVu Framework and Vector Editor windows. Framework displays a brief description of what actions are occurring; Vector Editor displays the number of steps in the current vector. Menu barA common convention. The menu bar lists the available drop-down menus. This section identifies the menus that are available before you log into the CMS server: File, Tools, Window, and Help. File menu Connect/Disconnect windowsThe following figure shows the Connect to Server window that displays from the file menu:VDN Assignment WizardAccesses the first of a series of dialogue boxes for the VDN Assignment Wizard tool. CentreVu SupervisorLaunches CentreVu Supervisor Version 6 or later, if that program is installed correctly. If not, this button does not appear. Help Contents Launches the Help application window for Visual Ve c t o r s . Button Function
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Framework Window Features2-8 The following figure shows the Disconnect window that displays from the file menu: File Menu itemsFrom this menu, you can initiate or discontinue a connection to a CMS server. The menu has the following items. Connect Displays the Connect to server window. You can select from the drop-down list of servers to which youve previously connected, or select the New CMS button to identify a new server to log into and add to your Call Center World. Disconnect Displays the Disconnect window listing servers to which you are connected. Highlight the server(s) from which you wish to disconnect and select the Disconnect button or press the Enter key. Exit Automatically disconnects from any CMS servers to which you are connected and then closes CentreVu Framework window. A warning message appears if you have open tool windows. Tools MenuSelect the Tools menu to access the following items. Navigator Opens the window for the Navigator. You can view, add, delete, or move objects in your Call Center World using this window. Vector Editor Opens the window for the Vector Editor. You can create new or edit existing vectors in this window, and then save them to an ACD (if you have the needed permissions) or the scratchpad on your PC.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Framework Window Features2-9 VDN Assignment Wizard Opens the first of a series of dialogue boxes for the VDN Assignment Wizard. This tool consists of dialogue boxes that lead you through a series of steps. It enables you to assign VDNs to vectors and VDN skill preferences. You can also view which VDNs are assigned to which vectors and, if necessary, change those assignments. CentreVu Supervisor (if installed correctly) Launches a separate session of CentreVu Supervisor. Other than this shortcut, the two programs are autonomous. Preferences... Opens the Preferences window. You can view or modify settings such as Locale and whether Tooltips are enabled. Advanced Debugging... Used for debugging. Do not change the settings on the Advanced window unless you are instructed to do so by a Lucent Technologies assistant. Window MenuSelect Window from the menu bar to choose from the following items. Close All Closes the windows of all open tools, but leaves the CentreVu Framework window open and Visual Vectors software running. Window List Makes the selected Visual Vectors tool the current window. Help MenuPress the F1 key or select the Help button to display help on a window or tool. Select Help from the menu bar to choose from the following options. Help Contents Opens the Help window, and displays the Visual Vectors table of contents. About… Displays the About CentreVu Visual Vectors… window, which shows the software build number.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Navigator Window Features2-10 ............................................................................................................................................................................................................................................................Basic Navigator Window Features OverviewWhether you are logged into a CMS server and your CentreVu CMS/ Visual Vectors user permissions determines the objects shown in Navigator and the menu items and toolbar buttons available to you for those objects. Navigator ToolbarThe toolbar contains buttons for quick access to specific features of the application. When you move your cursor over a toolbar button, a tooltip displays with a brief description of the command the button performs and a tooltip. The default Navigator toolbar buttons are as follows: Button Function Up One Level Makes the parent of the current object the new current object. New Creates a new object (scratchpad or vector) within the current object. Delete Deletes the currently selected object. Rename Enters the edit mode on the name property of the selected object. Properties Displays the Property window for the current object(s). Undo Undoes the last action performed in this window. Redo Performs the last action undone in this window. Cut Removes the selected object(s) to be pasted later. Copy Copies the selected object(s) to be pasted later. Paste Pastes the previously cut or copied object(s) into the current folder. Details Changes the view in the right-hand pane from a list of object icons to one row of data per object. List Changes the view in the right-hand pane from one row of data per object to a list of object icons. Help Contents Starts the Help system and displays the default page. This function may take several seconds.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Navigator Window Features2-11 Status indicatorsThese indicators in the Navigator tell you about the state of a CMS server and its measured ACDs. Menu barThis section identifies the four menus that are available after you log into a CMS server: File, Edit, View, and Help. File MenuThe File menu has the following items. New Creates a new object in your Call Center World. Delete Removes an object from your Call Center World. Rename Enters the editing mode for the name property of the selected object. Properties Accesses the Properties window for the selected object. Close Closes the current window. Edit MenuThe Edit menu has the following items. Undo Undoes the last action performed in this Navigator session. Redo Redoes the last action that was undone in this Navigator session. Cut Removes the selected object to be pasted later. Copy Copies the selected object to be pasted later. Paste Pastes the object that was previously cut or copied. View MenuThe View menu has the following items. Up One Level Highlights the “parent” object of the selected object in the left pane, displaying the parent objects contents in the right pane. Details Changes the information displayed in the right pane for objects selected in the left pane. Details view is the default, showing one row for each object contained in the object selected in the left pane. Each row contains columns for the Name, Type, and your read/write Permissions of the object.This indicator …Displays … Login status The icon for the CMS object in Navigator displays a black screen if you are not connected. ACD link status Icons for the ACDs that are supported by the CMS. If the link to an ACD is down, the icon is crossed out. If the CMS server is connected to the ACD via a TCP/IP connection and the connection is in a transient state, the icon changes to a straight line.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Basic Navigator Window Features2-12 List Changes the information displayed in the right pane for objects selected in the left pane. List view shows one named icon for each object contained in the object that is selected in the left pane. Refresh Refreshes and redraws the highlighted pane in the current window. Help MenuPress the F1 key or select the Help button to display help on a window or tool. Select Help from the menu bar to choose from the following items. Help Contents Opens the Help window, and displays the Visual Vectors table of contents. About… Displays the About CentreVu Visual Vectors… window, which shows the software build number.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Using Visual Vectors Windows2-13 ............................................................................................................................................................................................................................................................Using Visual Vectors Windows OverviewThis section describes how to use features that are common to all Visual Vectors windows: the menus, toolbars, and Help system. Visual Vectors menusTo select a menu item, choose any of the following methods: • Click on the item. • Use the arrow keys to highlight the item and then press the Enter key. • Hold down the Alt key and press the underlined letter in the menu item you want to select • Press the key or combination of keys (usually the Alt key or the Ctrl key and a letter key) assigned to the operation. For example, use Ctrl+C to copy. Visual Vectors toolbarsAll items available on Visual Vectors toolbars are also available within the menus. To select a toolbar item, click on the icon. Help systemPress the F1 key or select the Help button to display help for a window. Select Help from the menu bar to choose from the help options described in Basic Framework Window Features (2-6).
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Adding New CentreVu CMS Servers2-14 ............................................................................................................................................................................................................................................................Adding New CentreVu CMS Servers ProcedureTo establish a connection with a new CentreVu CMS server (one that is not already in your Call Center World), complete the following steps: ........................................................................................................................................................................... 1In the CentreVu Framework window, select Connect from the File menu or the toolbar, and then select New CMS in the Connect to server window. OR In the Navigator window, highlight Call Center World in the left-hand pane, and then select New CMS from the File or context menu. Result: The New CMS window opens. ........................................................................................................................................................................... 2Type the hostname or IP address of a CentreVu CMS/Visual Vectors server in the Server Network Address box. ........................................................................................................................................................................... 3Enter your CentreVu CMS login ID in the Login ID text box. ........................................................................................................................................................................... 4Type your CMS password in the Password text box.
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Adding New CentreVu CMS Servers2-15 ........................................................................................................................................................................... 5Select OK. Result: If the CMS server you entered: • Exists and can be connected to — a new CMS object will be added to your Call Center World and you will be connected to this new server. • Doesnt exist or cannot be connected to — an error message will be displayed showing the cause of the failure. Go to step 2. END OF STEPS....................................................................................................................................................................................
Setting Up Your Call Center World CentreVu Visual Vectors User Guide Release 8 Adding objects2-16 ............................................................................................................................................................................................................................................................Adding objects PurposePurposeYou may want to add an object (for example, a new vector for an ACD in the Vector Folder) in your Call Center World. First, select a container for the object (for example, Vector Folder) in a Navigator window. Adding an objectDo this procedure to add an object (a new vector or scratchpad) to your Call Center World. If you add or save a vector to the Vector Folder on a measured ACD it will be added to the CMS database. ........................................................................................................................................................................... 1In the Navigator window, highlight a scratchpad or Vector Folder in the left-hand pane, and then select R6 Vector (EAS) , R6 Vector (EAS Non- Prompting), R6 Vector (Non-EAS,), R6 Vector (Non-EAS Non- Prompting), R8 Vector (EAS), R8 Vector (EAS Non-Prompting), R8 Vector (Non-EAS,), or R8 Vector (Non-EAS Non-Prompting)from the context menu. If you highlighted a scratchpad, you can also select Scratch Pad from the menu. Result: A new vector window or a New ScratchPad window opens. ........................................................................................................................................................................... 2Fill in the required information in the input field(s) on the window. For a new vector, a Name (and Id, if on an ACD) are required.