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Lucent Technologies Lucent Call Centers Little Instruction Book For Basic Administration
Lucent Technologies Lucent Call Centers Little Instruction Book For Basic Administration
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Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 9 CentreVu Supervisor when you are logged in to the CentreVu CMS Menu bar The Menu bar lists the available drop-down menus. The Connect, Tools and Help menus are available before you log in to a CentreVu CMS server. Once you log in to a CentreVu CMS server, the Commands and Scripts menus are also available. NOTE: The CentreVu® Call Management System Release 3 Version 8 Administration (585-210-910) book provides more information about using the CentreVu Supervisor Controller features that are available when you log in to the CentreVu CMS server. Tip: You can press the F1 key from any window in CentreVu Supervisor for specific details on how to complete that window.
Getting started 10 CentreVu Terminal Emulator when you are logged in to the CentreVu CMS Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 CentreVu Terminal Emulator when you are logged in to the CentreVu CMS Once you have logged into CentreVu CMS using the CentreVu Te r m i n a l Emulator interface, the ASCII version of the CentreVu CMS MainMenu displays. In general, you will only use this CentreVu CMS interface to administer Timetables and change passwords. The CentreVu CMS MainMenu displays in ASCII format when you log in through CentreVu Terminal Emulator. The example below shows you how this window looks with some of the menus open.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 11 Getting help in CentreVu Supervisor Getting help in CentreVu Supervisor The Windows-based on-line help for the CentreVu Supervisor interface is accessed by either: nPressing the F1 key for specific help (context sensitive) on the screen that is currently active. nSelecting the Help button from the menu bar to choose from the following options. —Contents Opens the Help Topics window, where you can select Contents, Index or Find. —Technical Support Opens a window that provides Technical Support Information. —About Opens a window that shows the version of CentreVu Supervisor software that is in use. We suggest that you access the on-line help first whenever you need assistance. Using the on-line help, you may be able to resolve many of your questions without calling technical support.
Getting started 12 Getting help in CentreVu Terminal Emulator Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting help in CentreVu Terminal Emulator The on-line help for the CentreVu Terminal Emulator is accessed by pressing F1 to access the Help Screen Labeled Key (SLK).
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 13 Assigning a CentreVu CMS user ID Assigning a CentreVu CMS user ID A CentreVu CMS user ID (login ID) must be assigned to each person who needs access to the CentreVu CMS server. Once assigned, the user ID becomes the CentreVu CMS user’s login ID, which the person will use to log in to the CentreVu CMS server via the CentreVu Supervisor interface. The user ID is used to assign user permissions to the ACD, Feature, Split/Skill, Trunk Group, Vector, and VDN subsystems for each CMS user. To assign a new user ID or modify an existing user ID, complete the following steps: 1. Select User Permissions from the Tools menu. 2. On the User Permissions selector window, highlight User Data and select OK. The User Data window displays.
Getting started 14 Assigning a CentreVu CMS user ID Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Tip: The User Data window, which is accessed from the User Permissions item on the Tools menu has some default values populated. You may want to clear the default values by pressing CTRL+ Z before doing a Find one or List all. 3. In the User ID text box, type a unique user ID to add or modify. The user ID must be three to eight lowercase, alphanumeric characters with no blanks or special characters. 4. The User name, Room number, and Telephone number fields are optional. 5. In the Default printer name text box, use the drop-down menu to select the name of the printer that is connected to the CentreVu CMS server or none if the user will print to a printer that is connected to his/her PC or the LAN. NOTE: For the printer that is directly connected to the CentreVu CMS server to be accessible by users, it must be set up in Solaris and in CMS. 6. Select a Login type: nNormal — users do not have access to System Setup, User Permissions, Call Center Administration, and Forecast. nAdministrator — users have access to all parts of CentreVu CMS. 7. In the Maximum user window count text box, type the maximum number of windows that this user can have open at one time. Tip: Since the number of windows a user has open directly affects processor resources, select this number carefully.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 15 Assigning a CentreVu CMS user ID 8. In the Minimum refresh rate text box, type the number of seconds that will elapse between real-time report displays being brought up-to-date with the current switch activity. 9. In the Login ACD text box, use the drop-down menu to select the DEFINITY ECS ACD that will be the user’s default ACD upon initial log in to the CentreVu CMS server. 10. Select the + button on the Toolbar or select Add from the Actions menu. !CAUTION: Do not allow users to share the same user ID because this quickly consumes Solaris system processes. Now that a user ID is established, you need to assign user access permissions to the ACD, Feature, Split/Skill, Trunk Group, Vector, and/or VDN subsystems.
Getting started 16 Assigning user access permissions Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Assigning user access permissions You can monitor and administer many call center activities with the CentreVu CMS. The User Permissions feature is used to restrict CentreVu CMS user access to a need-to-know or need-to-do basis. Users with an Administrator login type have access to the entire CentreVu CMS system. Secondary administrators, such as split/skill supervisors, are typically assigned a Normal user login type. These users may only require read or write access permissions to a limited number of ACDs, features, splits/skills, trunk groups, vectors, or VDNs.
Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Getting started 17 Assigning user access permissions Select User Permissions from the Tools menu to assign Read, Write, and Exceptions access permissions for each user ID in each of the following categories: Category Explanation ACD AccessACD Access is used to give the user the ability to see the data that is collected on a specific ACD. Feature AccessFeature Access is used to give the user the ability to use the different capabilities of the CentreVu CMS. When a user does not have read or write permission for a CentreVu CMS feature, that feature is not displayed in the user’s menu options. Main Menu Addition AccessMain Menu Addition Access is used to give you user the ability to add menu choices to the CentreVu CMS MainMenu. Main Menu Addition is only available if you are using CentreVu CMS from a terminal or through CentreVu Terminal Emulator. Split/Skill AccessSplit/Skill Access is used to give the user the ability to view/modify individual splits/skills.
Getting started 18 Assigning user access permissions Call Center Little Instruction Book for basic administration 585-210-935 Issue 1 December 1999 Tip: Once a user’s access permissions have been assigned, any modifications to ACD, Feature, Main Menu Addition, Split/Skill, Trunk Group, or User Data does not take effect until the user logs out and logs back in. To assign user access permissions in any of the above areas, complete the following steps: 1. Select User Permissions from the Tools menu. 2. On the User Permissions selector window, which is shown below, highlight the operation (ACD Access, Feature Access, Main Menu Addition Access, Split/Skill Access, Trunk Group Access, Vector Access, or VDN Access) to which you want to assign permissions for the user ID. Trunk Group AccessTrunk Group Access is used to give the user the ability to view/modify individual trunk groups. Vector AccessVector Access is used to give the user the ability to view individual vectors. Use CentreVu Visual Vectors to create and edit vectors. VDN AccessVDN Access does not appear in User Permissions when the feature that allows more than 2000 VDNs to be measured has be set to Ye s. Category Explanation