Taske Call Center Management Tools Version 7.0 Guide

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-23-Archiving old data
This option is only available on the TASKE Server or Standalone machine.Archiving old data allows copies of the data to be saved as well as creating more
space for new data files and logs being created. Once files have been archived,
the TASKE Administrator recalculates the current disk usage and displays the
information in the Disk Statistics panel of the TASKE Administrator window.
The archived files are placed under the same directory as the TASKE source file.
Archiving compresses the source files and renames the files with a new
extension (.zip). Zip compression is a standard compression that pkzip or Winzip
tools will decompress.  Files can be archived on an automatic, scheduled basis,
or manually.
To archive your data files
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the PBX File Maint. button.
3. Choose the Archive Files tab in the lower panel of the Maintenance
window.
4. Enter the number of days for any files older than to be archived.
5. If the files are to be archived immediately, choose the Delete Originals
after Archiving option to free up space on your hard disk and then
choose the Archive Now… button to start the process immediately.
6. If the files are to be archived automatically on a scheduled basis,
choose the Automatically Archive Data Files checkbox. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-24-On the Schedule Auto Archive / Delete / Sync dialog box that appears,
choose the day(s) of the week and the time of day for the Automatic
Archiving to occur.  When your settings are made, choose the Set
Password… button.
On the Set Password dialog box, enter the network ID and Network
password for the Administrator program to use to access the network
to perform the automatic archiving.  When the password is entered,
press the OK, button to return to the Schedule Auto Archive / Delete /
Sync dialog box.  Press the OK button to accept the changes and to
return to the Archive Files tab.
Then choose the Delete Originals after Archiving option to free up
space on your hard disk if desired.
Your Auto Archiving settings are now complete.
Note  Even though the files are archived they are still going to be used by theReports tool since it can understand archived files. Archiving gives the
administrator the opportunity to reduce the size of files so they wont take up too
much space.Deleting old data
This option is only available on the TASKE Server or Standalone machine.
Deleting Files allows you to purge any old or outdated data files from your
system to create more space for new data files and logs being created. Once
files have been deleted, the Administrator recalculates the current disk usage
and displays the information in the Disk Statistics panel of the Administrator
window. Files can be deleted on an automatic, scheduled basis, or manually. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-25-Using the Delete Files options will delete any archived files that fit the criteria set
in the delete.  For example, if the option “Delete daily files older than 10/23/98” is
selected, and the delete is performed, all data files (archived and not) older that
10/23/98 are deleted.
To delete data files manually
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the PBX File Maint. button.
3. Choose the Manually Delete Files tab in the lower panel of the
Maintenance window.
4. To delete any files exceeding the thresholds set in the PBX File
Maintenance option Thresholds, choose the Delete Selected Files
Exceeding their Threshold option.
Press the Delete Now… button to manually delete all files exceeding
the thresholds.
5. To delete selected files exceeding the thresholds set in the PBX File
Maintenance option Thresholds, choose the Delete All Files Exceeding
their Threshold option.
Select the groups of files you would like deleted by clicking the
checkbox next to them.
Press the Delete Now… button to manually delete all selected files
exceeding the thresholds.
6. Click Yes in the confirmation box that displays to continue with the
Delete. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-26-To delete data files automatically
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the PBX File Maint. button.
3. Choose the Automatically Delete Files tab in the lower panel of the
Maintenance window.
4. To create scheduled deletion of files, select the Auto Delete TASKE
Files checkbox.
5. Select the groups of files you would like deleted by clicking the
checkbox next to them.
6. Choose the Edit Schedule… button.
On the Schedule Auto Archive / Delete / Sync dialog box that appears,
choose the day(s) of the week and the time of day for the Automatic
Delete to occur.  When your settings are made, choose the Set
Password… button.
On the Set Password dialog box, enter the network ID and Network
password for the Administrator program to use to access the network
to perform the automatic archiving.  When the password is entered,
press the OK, button to return to the Schedule Auto Archive / Delete /
Sync dialog box.  Press the OK button to accept the changes and to
return to the Automatically Delete Files tab.
Your Auto Deleting settings are now complete.
Note  Caution is required in using this function since the files, once deleted bythis function, are permanently removed by the system. That is, they are gone
forever! If you wish to archive files as part of your backup procedure, then you
must do this prior to using the Configuration program to purge the files. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-27-Synchronizing Local Shadow Files
This option is only available on the TASKE Server machine.
The TASKE Administrator allows manual synchronization of Shadow Files as
needed to ensure that the Shadow files saved locally are up to date with the
Shadow files saved on a network.When the Synchronize Shadow files feature is selected, the shadow disk
compares the file on the local shadow drive with the file stored on the network. If
the file does not exist on the network, it is copied from the shadow drive to the
network. If the files differ in size, the shadow drive file is copied to the network.
This process protects your system from any possible file errors induced by
network problems.
If your network configuration is such that the serverPath directory is somewhere
on the network, and is not on the PC that is running as the TASKE Server, then
enable Shadow Drive functionality in the TASKE ToolBox. An example of such a
configuration is the installation of a TASKE Server onto a Novell LAN, where the
Telephone System data collection is actually stored on the Novell File Server.
The problem that the Shadow Drive attempts to solve is collecting data records
when the connection to the Central File Server is broken. The Telephone System
data files are stored in the Shadow Drive and in the Central File Server
simultaneously, as the records are received from the Telephone System.
If data is lost on the LAN Server end due to a network problem, then the local
Shadow Drive copies of the Telephone System data files can be used to re-
synchronize the LAN File Servers copies. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-28-To Synchronize Shadow Files Manually
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the PBX File Maint. button.
3. Choose the Synchronize Shadow Files tab in the lower panel of the
Maintenance window.
4. Choose the Enable Shadowing checkbox to create Shadow Files
settings.
5. Enter the location of your shadow files directory in the Shadow
Directory field.
6. Select the files you would like to synchronize from the Shadow Files
list at the bottom of the tab.  Clicking the Add button will select any that
are highlighted in the list, Add All will select all of the files in the list.
Clicking the Remove button will remove any that have been selected
already from the list, and Remove All will remove all files from the
selected list.
7. Click the Synchronize Now button to start the process immediately
once the Synch To Server list contains the files you want to
synchronize.
To Synchronize Shadow Files Automatically
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the PBX File Maint. button.
3. Choose the Synchronize Shadow Files tab in the lower panel of the
Maintenance window.
4. Choose the Enable Shadowing checkbox to create Shadow Files
settings.
5. Enter the location of your shadow files directory in the Shadow
Directory field.
6. Select the Enable checkbox in the Automatic File Synchronization
section.
7. Choose the Edit Schedule… button. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-29-On the Schedule Auto Archive / Delete / Sync dialog box that appears,
choose the day(s) of the week and the time of day for the Automatic
Shadow File Synchronization to occur.  When your settings are made,
choose the Set Password… button.
On the Set Password dialog box, enter the network ID and Network
password for the Administrator program to use to access the network
to perform the automatic archiving.  When the password is entered,
press the OK, button to return to the Schedule Auto Archive / Delete /
Sync dialog box.  Press the OK button to accept the changes and to
return to the Synchronize Shadow Files tab.
Your Automatic Shadow File Synchronization settings are now
complete.
Setting Collector Alarms
This option is only available on the TASKE Server machine.
The TASKE Collector monitors the com port link connected to the Telephone
System to ensure it remains operational.
The Collector observes the data stream from the Telephone System and verifies
its integrity by timing the rate of arrival of Data Event records. The Collector
raises an alarm if data is not received from the switch within the period specified.
When the Collector measures a threshold period of seconds without receiving a
Data Event record, then an alarm is raised. The ACD Collector records all
potential data loss alarms but only raises alarm between the Monitor Start Time
and the Monitor End Time.
To avoid raising alarms when there is no one to respond to them, the data
monitoring function is typically applied during normal business hours. The
business hours are entered in the Monitor Start Time and Monitor End Time edit
fields. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-30-To create an Alarm monitoring data records
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the Alarms button.
3. In the Collector panel at the top of the window enter the number of
seconds to wait for a new data file before raising an alarm.
4. Enter the start and end times for monitoring data.
5. When you exit from the Alarms section of the TASKE Administrator,
save the new Alarm settings by clicking Yes in the confirmation box
that displays to save the new Alarm settings.
Setting Disk Space Alarms
This option is only available on the TASKE Server machine.
The TASKE Administrator monitors the remaining available disk space to ensure
it is sufficient to handle the expected records from the Telephone System.
The TASKE system receives large amounts of records from the Telephone
System. Despite the data compression techniques it uses, there is still a large
disk storage space requirement. TASKE provides a disk audit function that
indicates when the available disk space is running low. If the available disk space
falls below the setting specified an alarm is raised.
The user sets the alarm threshold based on the estimated percentage of disk
space required for new records that arrive from the Telephone System. To
determine what percentage to set for this alarm, look at the general disk statistics
in the PBX File Maintenance section of the TASKE Administrator program.
When an alarm is activated, clear it by freeing up disk space. Free up disk space
by deleting non TASKE programs or data, or by using the TASKE Delete tool in
TASKEs Administrator Configuration. 
						

							TASKE Administrator             TASKE Call Center Management Tools Version 7.0-31-To create an Alarm monitoring Disk Space
1. Click the Configuration Button on the upper left corner of the TASKE
Administrator program to switch to Configuration mode.
2. Click the Alarms button.
3. In the Disk - Raise an Alarm If: panel at the bottom of the window enter
the minimum percentage of free disk space.
4. When exiting from the Alarms section of the TASKE Administrator,
save the new Alarm settings. Click Yes in the confirmation box that
displays to save the new Alarm settings.
Viewing Logs
When a running TASKE program encounters an error, or an alert condition, it
writes an entry in the maintenance log. For example, a maintenance log entry
could be an invalid record received by the TASKE Collector from the Telephone
System. The system will record the error, the time it occurred and provide a short
description of the error.
Selecting the Logs button within the TASKE Administrator in Configuration Mode
causes the Logs section of the Database to be displayed. In the List panel in the
window, is a scrollable list of all of the system Logs. The list contains an
Application, Date, Time and Description for each Log. The display of logs is
chronologically ordered, with the latest reported logs appearing first.
The Application Column displays the application in which the error or alert
occurred.
The Date Column displays the date on which the error or alert occurred.
The Time Column displays the time at which the error or alert occurred.
The Description Column displays a description for the type of alert or error that
occurred.