Implementing IP Office Customer Call Reporter

Implementing IP Office Customer Call Reporter
IP Office 8.0
Implementing IP Office Customer Call
Reporter
15-601133 Issue 06b Service Pack 1 (Friday, August 24, 2012)
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Implementing IP Office Customer Call Reporter
IP Office 8.0
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Page 2
15-601133 Issue 06b (Friday, August 24, 2012)
Contents
Contents
1. What's New in IP Office Customer Call
Reporter 8.0
2. IP Office Customer Call Reporter
2.1 Summary .....................................................................
2.2 Database Requirements
.....................................................................
2.3 Server Computer
.....................................................................
2.4 Licenses .....................................................................
2.5 CCC and Delta
.....................................................................
Server
2.6 Small Community
.....................................................................
Network (SCN)
2.7 Distributed.....................................................................
Installation
10
12
13
14
14
14
14
3. Installing Customer Call Reporter
3.1 CCR Server
.....................................................................
Computer Requirements
3.2 Information.....................................................................
Requirements
3.3 Software Requirements
.....................................................................
3.4 IP Office Connection
.....................................................................
3.5 IIS Setup .....................................................................
3.6 Windows Software
.....................................................................
Prerequisites
3.7 Windows Software
.....................................................................
Updates
3.8 Installing MS-SQL
.....................................................................
3.9 CCR License
.....................................................................
Installation
3.10 Agent and.....................................................................
Queue Configuration
3.11 SMTP Email
.....................................................................
Testing
3.12 CCR Software
.....................................................................
Installation
3.13 CCR Administrator
.....................................................................
Creation
3.14 Editing the
.....................................................................
IP Office Switch Selection
3.15 MS-SQL Configuration
.....................................................................
3.16 Firewall Settings
.....................................................................
3.17 one-X Portal
.....................................................................
for IP Office Integration
3.18 Installing .....................................................................
Report Builder
3.19 Network Printers
.....................................................................
18
19
20
22
23
25
27
28
30
32
34
35
39
40
41
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42
44
46
5.10 Windows .....................................................................
Task Manager
5.11 Services .....................................................................
5.12 Using HTTPS
.....................................................................
5.13 IIS Application
.....................................................................
Pool
78
79
79
80
6. Appendix
6.1 History
..................................................................... 82
6.1.1 What Was New in IP Office Customer Call
Reporter
............................................................................
7.0
82
6.1.2 What Was New in IP Office Customer Call
Reporter
............................................................................
6.1
82
6.1.3 What Was New in IP Office Customer Call
Reporter
............................................................................
1.2
83
6.1.4 What Was New in IP Office Customer Call
Reporter
............................................................................
1.1
84
6.1.5 What Was New in IP Office Customer Call
Reporter
............................................................................
1.0
84
Index
...............................................................................85
4. Configuring IP Office
4.1 Agent Configuration
.....................................................................
4.2 Hunt Group.....................................................................
(Queue) Configuration
4.3 Reason Codes
.....................................................................
4.4 After Call Work
.....................................................................
Controls
4.5 IP Office Short
.....................................................................
Codes
4.6 Button Programming
.....................................................................
4.7 Voicemail Report
.....................................................................
Setup
50
52
53
54
55
55
56
5. Maintenance and Diagnostics
5.1 Status Lamp
.....................................................................
5.2 Printer Discovery
.....................................................................
Service Password Change
5.3 Changing the
.....................................................................
IP Office IP Address
5.4 Upgrading .....................................................................
CCR
5.5 Removing/Reinstalling
.....................................................................
CCR
5.6 Custom Call
.....................................................................
Mapping
5.6.1 Call
............................................................................
Mapping XML Files
5.6.2 The
............................................................................
Map Overlay File
5.7 Database Actions
.....................................................................
5.7.1 Database
............................................................................
Restore
5.7.2 Restoring
............................................................................
Orphaned Database Users
5.8 Event Logging
.....................................................................
5.9 Windows Task
.....................................................................
Scheduler
Implementing IP Office Customer Call Reporter
IP Office 8.0
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15-601133 Issue 06b (Friday, August 24, 2012)
Chapter 1.
What's New in IP Office
Customer Call Reporter 8.0
Implementing IP Office Customer Call Reporter
IP Office 8.0
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15-601133 Issue 06b (Friday, August 24, 2012)
What's New in IP Office Customer Call Reporter 8.0:
1. What's New in IP Office Customer Call Reporter 8.0
This version of IP Office Customer Call Reporter is supported with IP Office Release 8.0.
· Statistics
The following changes have been made for the statistics:
· SYSTEM Values
The Talk statistics and the Agent Productivity factor are now available as System values.
· Presented Calls Statistics
A new statistic is available to record calls that have reached to a particular hunt group or an agent. This statistic
is now available for the system, queues and agents. It is the sum of the existing statistics available for agents
and queues.
· Reports
The following changes have been made to reports:
· Copying a Report Template
A supervisor can copy a report template from another supervisor. Supervisors can now use the Copy icon under
Recent reports to copy report templates that have been created by other supervisors. This process will reduce
the time taken to install and configure similar report templates.
· Agent Productivity Factor
The Agent productivity factor is now reported in the Agent Time Card Performance section.
· Agent privacy
IP Office Customer Call Reporter now provides this feature to hide agent's personal information, for example
the last three digits of the telephone number, on Call Details Report and Trace Report.
· Average Answer Time Calculation for Call Summary Report
The Average Answer Time is independent from the Average Answer Time threshold. The system counts all the
calls received for a particular agent or a queue irrespective of the threshold setting that you have set for Call
Summary Report. IP Office Customer Call Reporter calculates the average answer time for all the calls received
within the time interval set in the Working Hours field.
· 15 minutes and 30 minutes Grouping
Following the same format as hourly grouping, IP Office Customer Call Reporter now allows to group call
records in 15-minute and 30-minute slabs. This grouping is only available for Call Summary and Call Details
reports.
· Custom Reports
In addition to the standard report types, supervisors can also create a customized report template in Microsoft
Report Builder.
· Other Features
The following changes have been made to other call features:
· Using DECT (R4) Phones
IP Office Customer Call Reporter now reports on both real-time and historical statistics on agents using the
DECT (R4) telephones.
Implementing IP Office Customer Call Reporter
IP Office 8.0
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Implementing IP Office Customer Call Reporter
IP Office 8.0
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15-601133 Issue 06b (Friday, August 24, 2012)
Chapter 2.
IP Office Customer Call
Reporter
Implementing IP Office Customer Call Reporter
IP Office 8.0
Page 7
15-601133 Issue 06b (Friday, August 24, 2012)
2. IP Office Customer Call Reporter
IP Office Customer Call Reporter is a call center application for providing both the display of current statistics and
historical reports on the performance of agents and agent groups (queues).
The diagram below illustrates key components in a simple IP Office Customer Call Reporter installation.
· IP Office Control Unit
IP Office Customer Call Reporter 8.0 is supported by all IP Office control units running IP Office Release 8.0 core
software. The IP Office telephone system controls the distribution of calls and provides call information to the IP
Office Customer Call Reporter system. The IP Office also stores the licenses used to allow IP Office Customer Call
Reporter operation.
· IP Office Customer Call Reporter Server computer
The main IP Office Customer Call Reporter server hosts a number of functions, some installed as part of IP Office
Customer Call Reporter and others that must be pre-installed
· IIS Web Server
All users access the IP Office Customer Call Reporter using web browsers. This is done using Microsoft IIS on
the IP Office Customer Call Reporter server computer. The IIS must be enabled and configured before IP Office
Customer Call Reporter is installed.
· Microsoft SQL Database (MS-SQL)
The IP Office Customer Call Reporter server stores information in an MS-SQL database. IP Office Customer Call
Reporter works with MS-SQL 2008. Typically, the database will be on the same computer as the IP Office
Customer Call Reporter server application, however an MS-SQL database located on another server can be used
if required. The MS-SQL database must be installed before IP Office Customer Call Reporter is installed.
Different versions of MS-SQL are supported and guidance on the selection criteria are given in the Database
Requirements 12 section.
· IP Office Customer Call Reporter Services
The IP Office Customer Call Reporter application itself consists of a number of services. In a simple installation
they are all installed on the IP Office Customer Call Reporter server computer. For more advance installations
some can be installed on separate server computers, see Distributed Installation 14 .
· SMTP E-mail Server
Access to an SMTP e-mail server is required for the e-mailing of reports and use of the forgotten password
function.
· Networked Printer
Reports can be viewed in a web browser or e-mailed to a user, either option allows the user to view and then print
to any printer they can access from their computer. However, for automatic report printing the IP Office Customer
Call Reporter server must be able to access the network printer selected during the report setup.
· Web Browser Clients
IP Office Customer Call Reporter is accessed using web browsers. The user name and password used to log in
determines the type of information that can then be displayed by the web browser and the functions that can be
performed. The different types of log in are:
· Administrator
The administrator is able to configure various aspects of IP Office Customer Call Reporter operation and to
access diagnostics information. The administrator also creates and manages the supervisor and wallboard login
accounts. There is only one administrator account, the account being configured during installation.
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IP Office 8.0
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IP Office Customer Call Reporter:
· Supervisors
Supervisors are able to view the status of queues and the agents in those queues. They can also run immediate
reports and schedule automatic reports. If allowed by the administrator, the supervisor can also amend their
own views and reset the view statistics for the whole system. The number of supervisors accounts (up to 30
supported) is controlled by IP Office licenses 14 .
· Agents
Once an agent logs in to a telephone extension on the IP Office system they start to receive calls on behalf of
the hunt groups (queue) of which they have been configured as a member. In addition they can log in to IP
Office Customer Call Reporter using a web browser. They can then see statistics for the queues to which they
belong and their own statistics for calls handled on behalf of that queue. Agents cannot amend the views they
see or run reports. The number of agent able to log in is control by licenses (up to a total of 150).
· Wallboards
Logging in using a wallboard account display the same range of realtime statistics as available to supervisors
but in a display designed for use on large wallboard monitors.
· Licenses
IP Office Customer Call Reporter is a licensed application. Licensed are entered into the configuration of the IP
Office system and are unique to the serial number of the Feature Key being used by that IP Office. The licenses set
the number of agents that can be configured on the IP Office (up to a total of 150 agents) and the total number of
supervisors and wallboards (up to 30 of each supported simultaneously).
· Voicemail Server
IP Office Customer Call Reporter can provide voicemail reports for IP Office systems running IP Office Voicemail
Pro. This can be installed on the same server as IP Office if limited to 16 voicemail ports.
· one-X Portal for IP Office Server
The IP Office Customer Call Reporter feature for forcing the agent status requires the IP Office Customer Call
Reporter server to be able to access a one-X Portal for IP Office for IP Office integration. The agents and
supervisors do not need to be one-X Portal for IP Office users.
Implementing IP Office Customer Call Reporter
IP Office 8.0
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2.1 Summary
Feature
Web Browsers
· Google Chrome 10 and later.
· Mozilla Firefox 3.0 and later.
· Windows Safari 4.0 and
later.
· Internet Explorer 8 and later.
IP Office Customer Call Reporter was designed and tested with the
listed web browsers. If used with other any other browser a warning
will be displayed but operation is not prevented. The following
browser features must be enabled:
· Javascript enabled.
· Pop-ups allowed. Required for report viewing, realtime graph and
help windows.
· If audio for alarms has been enabled, an audio plug-in is required
for user's browsers. Use Windows Media Player[3] or Quick Time.
· Google Chrome and Firefox require a browser plug-in[4] to access
Report Builder. The Firefox browser does not require this plug-in if
the client machine has .NET installed. If .NET is unavailable,
FFClickOnce is an alternative.
User Operating · Windows XP Professional SP2. Browser access is tested and supported on the listed operating
Systems
systems. Only 32-bit versions of the operating systems are
· Windows Vista Ultimate .
supported.
· Windows Vista Enterprise.
Access from other operating systems is not precluded but has not
· Windows Vista Business.
been tested by Avaya and is therefore not supported by Avaya.
· Windows Vista Home
Premium.
Agents
Up to 150.
Supervisors
Up to 30.
The number of agents and supervisors usable is controlled by the
number of licenses entered into the configurations of the IP Office
system.
Administrator
1 only.
IP Office
Systems
IP Office Release 8.0.
IP Office
Connection
IP Office Customer Call Reporter connects to the IP Office over the LAN using an IP Office service user
account. This account accesses the same interface as used by the IP Office System Status Application
(SSA) and so reduces the number of possible SSA connections to the IP Office to 1.
· ! WARNING
The IP Office's IP address is used to tag agent and queue data stored in the IP Office Customer Call
Reporter database. If the IP Office's IP address or name is changed after installation, any existing
data is still tagged with the previous IP address while new data will be tagged with the new IP
address. This may result in reports including multiple entries for each agent and queue.
Languages
For browser access and reports the supported languages are Dutch, English (UK), English (US),
French, German, Italian, Brazilian Portuguese, Russian and Spanish. For embedded help the
languages are English, Brazilian Portuguese, French, German, Italian and Latin Spanish.
Voicemail
Server
IP Office Customer Call Reporter Voicemail Reports require the IP Office to be using an IP Office
Voicemail Pro server. This can be installed on the same computer as the IP Office Customer Call
Reporter applications, however in that scenario support is limited to 16 voicemail ports.
A single IP Office. Minimum software level IP Office 8.0.
IP Office Customer Call Reporter is only supported in an IP Office
Small Community Network of IP Office 8.0 systems.
IP Office Customer Call Reporter itself does not support SCN features
such as remote hot desking of agent or distributed hunt groups. It
can be used in conjunction with a single IP Office that is part of the
SCN but it can only report on queues and agents on the one IP Office
for which it has been configured during installation.
1. Phone Support
IP Office Customer Call Reporter may create inaccurate reports if agents use the following devices:
· T3 Series and T3 IP Series telephones.
· Non-Avaya H323 telephones.
· Non-Avaya SIP devices.
2. Citrix Support
Supervisor and agent browser access to IP Office Customer Call Reporter from Citrix clients is supported. This does
not include support for installation of the IP Office Customer Call Reporter application on the Citrix sever. IP Office
Customer Call Reporter browser access has been tested with Citrix MetaFrame Presentation Server Client 4.0.
3. Windows Media Player Support
When using a browser other than Internet Explorer, Windows Media Player may be supported by the addition of the
Firefox Windows Media Play plug-in. This plug-in is available at
http://port25.technet.com/pages/windows-media-player-firefox-plugin-download.aspx. Currently, this plug-in is
useable with Google Chrome, Mozilla Firefox and Windows Safari.
4. Browser Plugin Support
When using Google Chrome and Firefox as browsers, IP Office Customer Call Reporter supports a browser plug-in to
access Report Builder.
· If you are using the Firefox browser, you can access the plug-in at
https://addons.mozilla.org/en-us/firefox/addon/ffclickonce/
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IP Office 8.0
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IP Office Customer Call Reporter: Summary
· If you are using the Google Chrome browser, you can use the plug-in available at
https://chrome.google.com/webstore/detail/eeifaoomkminpbeebjdmdojbhmagnncl
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IP Office 8.0
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2.2 Database Requirements
IP Office Customer Call Reporter can use the following versions of Microsoft SQL (MS-SQL) as its database for storing
information. IP Office Customer Call Reporter works with MS-SQL 2008.
· Microsoft SQL Express Edition
This is the free to use edition of MS-SQL which can be downloaded from Microsoft at
http://www.microsoft.com/downloads.
· Microsoft SQL
The licensed version of MS-SQL is available in a number of different editions (Workgroup, Standard, Enterprise and
Developer). The licensing for these is done using Microsoft licenses, not IP Office licenses. For full details of the
different editions available refer to http://www.microsoft.com/sqlserver/2008/en/us/editions-compare.aspx.
The following general criteria can be used to determine which version of Microsoft SQL is required for an installation.
Feature
MS-SQL Express Edition
Other MS-SQL Editions
Free
Licensed
On the IP Office Customer
Call Reporter Server
computer
Yes
Yes
On separate server
computer
No
Yes
500,000
No limit.[1]
10GB
No limit.[1]
1GB
3GB[3]
Not Included
Included
Licensing
Location
Supported Call Limit
Maximum Database Size[2]
Minimum Server RAM
Automatic Backup Functions
1. A database size limit is defined as part of the database configuration.
2. For MS-SQL Express Edition the database size limit is fixed. For other editions IP Office Customer Call Reporter
is able to adjust the size after giving a warning. See below for details.
3. The minimum server RAM depends on the particular licensed edition of MS-SQL.
Regardless of which edition of MS-SQL is used, it must be installed before the IP Office Customer Call Reporter
components are installed. During installation of the IP Office Customer Call Reporter components, access to MS-SQL is
required as part of the IP Office Customer Call Reporter installation.
What Happens When the Database Size Limit is Reached?
A maximum database size (by default 4GB) is configurable by the IP Office Customer Call Reporter administrator through
their System Settings tab. Once the database has reached 75% of its maximum size, the IP Office Customer Call
Reporter generates an alarm and displays it on the screen whenever users log in to IP Office Customer Call Reporter.
IP Office Customer Call Reporter generates an alarm at 80% and begins to take the actions required to allow it to
continue recording new data. The action taken is to automatically erase the oldest 10% of data.
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IP Office 8.0
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IP Office Customer Call Reporter: Database Requirements
2.3 Server Computer
This section details the minimum requirements for IP Office Customer Call Reporter server computers.
· Windows Operating System
The IP Office Customer Call Reporter services are supported on the following operating systems. Only 32-bit
versions are supported unless stated otherwise.
· Microsoft Windows Server 2003 SP2.
· Microsoft Windows Server 2003 R2.
· Microsoft Windows Small Business Server 2003 R2.
· Microsoft Windows Server 2008 SP2 (32-bit and 64-bit)
· IIS Web Server
IP Office Customer Call Reporter uses the IIS web server component of the operating system:
· IIS V6 or higher.
· It is important that IIS is installed and running before any .NET software packages are installed as these will
install additional components if they detect IIS on the server. If .NET is already installed before IIS was
enabled, then .NET should be reinstalled.
· The ASP.net option for the IIS server must be set as Allowed.
· IP Office Customer Call Reporter only supports installation onto an IIS server running its default web site on
port 80 (the default port).
· IP Office Customer Call Reporter uses web.config files that are installed in its own virtual directories under the
IIS default web server root. If another applications erroneously installs a web.config file in the IIS default web
site's root directory, that web.config will affect all other applications using the IIS including IP Office Customer
Call Reporter.
· Hardware Requirements
The following are the minimum requirements for the computer hosting any components of the IP Office Customer
Call Reporter server application.
· Processor: Intel Pentium D945 Dual Core or AMD Athlon 64 4000+.
· RAM: 2GB (4GB for optimum operation).
· Free Hard Disk Space: 30GB.
· Additional: CD or DVD drive for software installation.
· If installing a licensed edition of MS-SQL on the IP Office Customer Call Reporter server computer, the separate
requirements of the MS-SQL Edition must be meet.
Notes
1. The installer of the IP Office Customer Call Reporter Server platform must have Windows administrative rights to
proceed with the installation. If the correct rights are not available a message appears informing the installer and
the installation will be stopped.
2. The customer map functions require Internet access from both the server computer and the client computer.
Implementing IP Office Customer Call Reporter
IP Office 8.0
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2.4 Licenses
Use of IP Office Customer Call Reporter is licensed through licenses entered into the IP Office configuration. The table
below lists the available licenses.
To support IP Office Customer Call Reporter, the IP Office Release 6 system must have Preferred Edition and
Advanced Edition licenses. The Advanced Edition license also enables 1 customer service supervisor.
For system being upgraded to IP Office Release 6, IP Office Customer Call Reporter can alternately be enabled by a
legacy CCR Sup license or a CCC Supervisor and CCR CCC Upg license.
License
Function
Customer
Service
Supervisor
The presence of at least one Customer Service Supervisor license is required to use IP Office
Customer Call Reporter.
Multiple licenses can be added to achieve the number of supervisors required up to 30 supervisors.
Each license instance enables 1 supervisor account login and also 1 wallboard account login.
Customer
Enables support for IP Office Customer Call Reporter agents. Multiple license can be added to achieve the
Service Agent number of agents required up to the maximum of 150 agents.
One license instance is consumed for each IP Office Customer Call Reporter agent currently logged in on
the IP Office system.
CCR CCC UPG This license allows existing CCC licenses to be used for IP Office Customer Call Reporter, see Upgrading
from CCC 14 . The CCC licenses are used as follows:
· CCC Server - Enables 1 supervisor, 1 wallboard and 5 agents.
· CCC Supervisors - Enables the equivalent number of supervisors and the equivalent number of
wallboards.
· CCC Agents - Enables the equivalent number of agents.
2.5 CCC and Delta Server
The IP Office Compact Contact Center (CCC) is an application previously supported by IP Office for a similarly functions
to IP Office Customer Call Reporter. It worked in conjunction with the IP Office Delta Server application to obtain call and
agent activity data from the IP Office.
· For IP Office systems with IP Office Customer Call Reporter licenses installed, CCC is no longer supported. Provision
of CCC licenses to the CCC system is disabled.
· Existing CCC license can be used with IP Office Customer Call Reporter if an IP Office Customer Call Reporter
CCC UPG license is added to the IP Office configuration. See IP Office Customer Call Reporter Licenses 14 .
· IP Office Delta Server is still supported but only for SMDR call logging output.
· A CCC database cannot be upgraded to an IP Office Customer Call Reporter database.
2.6 Small Community Network (SCN)
IP Office Customer Call Reporter itself does not support SCN features such as remote hot-desking of agent, distributed
hunt groups, or centralized/distibuted Voicemail. It may be used in conjunction with a single IP Office that is part of the
SCN but it can only report on queues and agents on the one IP Office for which it has been configured during installation.
If Voicemail Pro is required for part of the call flow of the call center (Auto-Attendant, Queue Position, Voicemail report,
Hunt Group mailboxes, Agent mailboxes, and so on), then the Voicemail Pro server must also be dedicated (not
Distributed or Centralized) to the IP Office being monitored by IP Office Customer Call Reporter.
IP Office Customer Call Reporter will properly track calls that arrive at the monitored IP Office and will treat those as
incoming calls. Those calls can be coming in through the SCN or the local PSTN connections. The call must then stay
within the monitored IP Office to be properly tracked and reported on by IP Office Customer Call Reporter.
2.7 Distributed Installation
The IP Office Customer Call Reporter application consists of several components which in a simple installation are all
installed on the IP Office Customer Call Reporter server computer.
For advanced scenarios some components can be installed on other computers. The IP Office Customer Call Reporter
application components listed in Maintenance and Diagnostics 59 .
Currently, for IP Office Customer Call Reporter version 8.0, the only supported scenario for a distributed installation are
scenarios where a licensed edition of MS-SQL is installed on a separate server computer.
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IP Office Customer Call Reporter: Distributed Installation
Separate Database Server
In this scenario the MS-SQL used is a licensed edition of MS-SQL installed on another server computer. This requires the
IP Office Customer Call Reporter Database component to be installed on the same computer as the MS-SQL 2008
database server before the remaining IP Office Customer Call Reporter components are installed on the IP Office
Customer Call Reporter server computer.
Typically this type of installation would be used when the customer already has a server computer with a licensed edition
of MS-SQL installed.
Installation Summary
1. Install MS-SQL on the SQL server.
2. Install the IP Office Customer Call Reporter software on the SQL server with all CCR components selected. During the
installation, the IPOCCR Database component creates the IP Office Customer Call Reporter database within SQL.
3. Uninstall the IP Office Customer Call Reporter software from the SQL server. This action does not remove the IP Office
Customer Call Reporter database created within SQL.
4. After installing the other pre-requisites, install the IP Office Customer Call Reporter software on the IP Office Customer
Call Reporter server with the IPOCCR Database component de-selected. When the location of the SQL server is
requested, browse to the remote SQL server location.
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Chapter 3.
Installing Customer Call
Reporter
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Installing Customer Call Reporter:
3. Installing Customer Call Reporter
Read and understand this documentation before the IP Office Customer Call Reporter installation. In addition you must
check the IP Office Technical Bulletins relevant for the IP Office Customer Call Reporter Software release and the IP
Office software release.
Installation Process
The following list indicates the order in which IP Office Customer Call Reporter installation should be performed. It
includes ensuring that you have collected the information required to complete the installation.
1. IP Office Customer Call Reporter Server Computer Requirements
2. Information Requirements
3. Software Requirements
4. IP Office Connection
5. IIS Setup
18
19
20
22
23
6. Windows .NET Updates
27
7. MS-SQL Express Edition Installation
28
8. IP Office Customer Call Reporter License Installation
9. Agent and Queue Configuration
10.SMTP E-mail Testing
30
32
34
11.IP Office Customer Call Reporter Software Installation
35
12.IP Office Customer Call Reporter Administrator Creation
13.Edit the IP Office Switch Selection
14.MS-SQL Service Configuration
15.Firewall Settings
40
41
42
16.one-X Portal for IP Office Integration
17.Installing Report Builder
18.Network Printers
39
42
44
46
Install the IP Office system and test it for correct operation before installing IP Office Customer Call Reporter.
· ! WARNING
The IP Office's IP address is used to tag agent and queue data stored in the IP Office Customer Call Reporter database.
If the IP Office's IP address or name is changed after installation, any existing data is still tagged with the previous IP
address while new data will be tagged with the new IP address. This may result in reports including multiple entries for
each agent and queue.
Additional Configuration Steps
The following can be done at any stage during or after IP Office Customer Call Reporter installation. They relate mainly to
the IP Office users and hunt groups need that need to be configured as IP Office Customer Call Reporter agents and
queues.
1. Configuring Busy Not Available Reason Codes
53
.
2. Configuring IP Office Customer Call Reporter Agents
3. Configuring IP Office Customer Call Reporter Queues
4. Configuring After Call Work Controls
5. IP Office Short Codes
55
.
6. Button Programming
55
.
7. Voicemail Report Setup
56
54
50
.
52
.
.
.
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3.1 CCR Server Computer Requirements
This section details the minimum requirements for IP Office Customer Call Reporter server computers.
· Windows Operating System
The IP Office Customer Call Reporter services are supported on the following operating systems. Only 32-bit
versions are supported unless stated otherwise.
· Microsoft Windows Server 2003 SP2.
· Microsoft Windows Server 2003 R2.
· Microsoft Windows Small Business Server 2003 R2.
· Microsoft Windows Server 2008 SP2 (32-bit and 64-bit)
· IIS Web Server
IP Office Customer Call Reporter uses the IIS web server component of the operating system:
· IIS V6 or higher.
· It is important that IIS is installed and running before any .NET software packages are installed as these will
install additional components if they detect IIS on the server. If .NET is already installed before IIS was
enabled, then .NET should be reinstalled.
· The ASP.net option for the IIS server must be set as Allowed.
· IP Office Customer Call Reporter only supports installation onto an IIS server running its default web site on
port 80 (the default port).
· IP Office Customer Call Reporter uses web.config files that are installed in its own virtual directories under the
IIS default web server root. If another applications erroneously installs a web.config file in the IIS default web
site's root directory, that web.config will affect all other applications using the IIS including IP Office Customer
Call Reporter.
· Hardware Requirements
The following are the minimum requirements for the computer hosting any components of the IP Office Customer
Call Reporter server application.
· Processor: Intel Pentium D945 Dual Core or AMD Athlon 64 4000+.
· RAM: 2GB (4GB for optimum operation).
· Free Hard Disk Space: 30GB.
· Additional: CD or DVD drive for software installation.
· If installing a licensed edition of MS-SQL on the IP Office Customer Call Reporter server computer, the separate
requirements of the MS-SQL Edition must be meet.
Notes
1. The installer of the IP Office Customer Call Reporter Server platform must have Windows administrative rights to
proceed with the installation. If the correct rights are not available a message appears informing the installer and
the installation will be stopped.
2. The customer map functions require Internet access from both the server computer and the client computer.
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Installing Customer Call Reporter: CCR Server Computer Requirements
3.2 Information Requirements
In addition to general customer details, get the following information before you install IP Office Customer Call Reporter.
Category
Information
Documentation
The following are available from the Avaya Support web site (http://support.avaya.com):
· IP Office Customer Call Reporter Installation Manual (this document)
· IP Office Customer Call Reporter User Guide.
· IP Office Technical Bulletins for the release of IP Office Customer Call Reporter and IP Office
software being used.
IP Office System
Information
· System name.
· Service user name and password for full configuration settings access.
· Service user name and password for security settings access.
· IP Address and Mask of the control unit.
· Current software level.
This must be IP Office Release 7.0. If the IP Office system requires upgrading that must be
done prior to any IP Office Customer Call Reporter installation in accordance with the
appropriate IP Office Technical bulletins.
· Feature Key dongle serial number.
IP Office Customer
Call Reporter
Server Computer
· Name and password for account with full administrator rights log on.
SMTP E-mail
Details
· SMTP Server Hostname
· Computer IP address details.
· SMTP Server Port
· Originator E-mail Address and Name.
· Server User Name (optional)
· Server Password (optional)
Database Details
Database user name and password for SA access. Windows Authentication is not used.
Supervisor Details Login names and e-mail addresses for the supervisors.
Agent Details
Details of the IP Office users who will be configured as CCR Agents.
Hunt Group
(Queue) Details
Details of the IP Office hunt groups for CCR Agents.
· ! WARNING
The IP Office's IP address is used to tag agent and queue data stored in the IP Office Customer Call Reporter database.
If the IP Office's IP address or name is changed after installation, any existing data is still tagged with the previous IP
address while new data will be tagged with the new IP address. This may result in reports including multiple entries for
each agent and queue.
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3.3 Software Requirements
A number of software items are required to complete the IP Office Customer Call Reporter installation. Not all of these
are provided as part of the IP Office Customer Call Reporter installation package. Verify that you have all the items listed
below before proceeding with the installation.
Software
Details
IP Office
Administrator
Applications
CD
These application will be required during installation in order to configure the IP Office systems. Having
them installed and used from the IP Office Customer Call Reporter server computer is also a validation
of connectivity between that computer and the IP Office system. Both these application are installable as
part of the IP Office Administrator Application suite. That is available on CD or DVD from Avaya. The CD
image can be downloaded from the Avaya support website (http://support.avaya.com).
· IP Office Administrator Applications DVD Set
This will be used to install the following onto the IP Office Customer Call Reporter server
computer. They are used during IP Office Customer Call Reporter installation.
· IP Office Manager.
· IP Office System Status Application.
· IP Office System Monitor.
Windows
Operating
System CD
If the IIS 6 web server is not installed already, you may need the operating system disks that match the
IP Office Customer Call Reporter server computer's operating system.
· Microsoft Windows Server 2003 SP2.
· Microsoft Windows Server 2003 R2.
· Microsoft Windows Small Business Server 2003 R2.
· Microsoft Windows Server 2008 SP2 (32-bit and 64-bit).
Microsoft
Software
Updates
The following items are all required and must be pre-installed on the IP Office Customer Call Reporter
server before the IP Office Customer Call Reporter application is installed. They are included on the IP
Office Customer Call Reporter DVD. They are not included in the downloadable application installed
available from http://support.avaya.com, however they can all be obtained from the Microsoft download
website (http://www.microsoft.com/downloads).
· .NET 4.0 (dotNetFx40_Full_x86_x64.exe)
Verify that IIS is installed 23 and is accessible before installing the .NET package. This installs
additional .NET components for IIS during the .NET installation.
· Visual J# 2.0 Runtime (vjredist.exe)
For all the above:
· Obtain the correct version for the operating system and processor type of the IP Office Customer
Call Reporter server PC.
· If the IP Office Customer Call Reporter server PC does not have external internet access, get the
full redistribution package.
· Verify that IIS is installed 23 and is accessible before installing the .NET package. This installs
additional .NET components for IIS during the .NET installation.
MS-SQL
· Either:
· A licensed copy of MS-SQL 2008.
· Access details to an existing licensed MS-SQL 2008 server computer on the same network.
· A free copy of MS-SQL 2008 Express Edition. This can be obtained from the Microsoft download
site as listed above.
· Optional:
· A copy of SQL Server Management Studio Express for system maintenance.
IP Office
· The IP Office Customer Call Reporter application is available on DVD from Avaya. The software image
Customer Call
can also be downloaded from the Avaya support website (http://support.avaya.com).
Reporter
Application
Software
Optional
IP Office Customer Call Reporter can output reports in a number of formats. To view these, the users
will require an application that is able to display files in that format.
· Adobe Acrobat.
· Crystal Reports.
· Microsoft Word.
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Installing Customer Call Reporter: Software Requirements
Software
Details
· Microsoft Excel.
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3.4 IP Office Connection
This process sets up and tests connection from the IP Office Customer Call Reporter server computer to the IP Office
control unit. It uses the same protocol as will be used by the IP Office Customer Call Reporter application once it is
installed.
For its connection to the IP Office system, the IP Office Customer Call Reporter application uses an IP Office service user
account that has permission for SSI connection. This is the same connection method as used by the IP Office System
Status Application.
IP Office Customer Call Reporter can use an existing IP Office service user account that has been configured for SSI,
however we if you create a specific account on the IP Office system, the account's purpose is clearly identifiable.
· Number of Simultaneous SSI Connections Per IP Office
Each IP Office system only support up to 2 simultaneous SSI connections. Therefore when IP Office Customer Call
Reporter is connected, the IP Office SSA application will be restricted to 1 connection at any time.
· To run SSA from the same computer as IP Office Customer Call Reporter once name is running, the server
computer will require an alternate IP address. The System Status Application allows selection of which address
it should then use when run and should be set to use the alternate IP address.
Configuring an IP Office Service User Account for IP Office Customer Call Reporter
1. Start IP Office Manager and select File | Advanced | Security Settings.
2. Load the security settings for the first IP Office system.
3. Click
Rights Groups and select the group System Status.
· This group exists by default on most systems. If the group does not exist, click
Group called System Status and give it the settings listed below.
to create a new Rights
· On the Configuration tab verify that Read all configuration is selected.
· On the System Status tab verify that System Status Access is selected.
4. Click on
5. Click
Service Users to view the existing service user accounts.
to create a new service user account,. Enter the following settings.
· Name
Enter a name that clearly indicates the purpose of the account, for example IPOCCR.
· Password
Enter a password for the account. This and the name above will be used by the IP Office Customer Call
Reporter server to connect to the IP Office.
· Account Status
Select Enabled.
· Account Expiry
Select <None>.
· Rights Group Membership
Select the System Status Group.
6. Click
in the Main Toolbar or select File | Save Security Settings from the menu bar.
7. Repeat this process for any other IP Office systems.
Testing the IP Office Customer Call Reporter Service User Account
The IP Office System Status Application (SSA) uses the same IP Office connection method as IP Office Customer Call
Reporter and so can be used to test the connection from the IP Office Customer Call Reporter server computer to the IP
Office.
1. On the IP Office Customer Call Reporter server computer, start IP Office System Status.
2. Enter the IP address of the IP Office system and the user name and password configured for use by IP Office
Customer Call Reporter.
3. Click Logon.
4. The configuration details of the IP Office system should be loaded.
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Installing Customer Call Reporter: IP Office Connection
3.5 IIS Setup
IP Office Customer Call Reporter uses the IIS component of the operating system.
· IIS V6 or higher.
· It is important that IIS is installed and running before any .NET software packages are installed as these will
install additional components if they detect IIS on the server. If .NET is already installed before IIS was
enabled, then .NET should be reinstalled.
· The ASP.net option for the IIS server must be set as Allowed.
· IP Office Customer Call Reporter only supports installation onto an IIS server running its default web site on
port 80 (the default port).
· IP Office Customer Call Reporter uses web.config files that are installed in its own virtual directories under the
IIS default web server root. If another applications erroneously installs a web.config file in the IIS default web
site's root directory, that web.config will affect all other applications using the IIS including IP Office Customer
Call Reporter.
Testing IIS Connection (Basic)
1. On the IP Office Customer Call Reporter server computer start Internet Explorer.
2. Enter the address http://127.0.0.1.
· IP Office Customer Call Reporter only supports installation onto an IIS server running its default web site on
port 80 (the default port).
3. If IIS is running it should respond with a web page, even if it just lists the web site as "Under Construction".
4. If no page is returned Internet Explorer will report that it could not connect to the web server. Follow the
instrutions for installing/enabling IIS given below.
5. Check that IIS can be browsed using the server computer's IP address from other computers on the customer
network.
6. Check that IIS can be browsed using the server computer's domain name from other computers on the customer
network. Note the address, as this address with the extension /CCRWebClient will be used by IP Office Customer
Call Reporter users.
7. Once you have established that IIS is running and can be browsed across the customer network, go to the section
Checking the IIS Settings below.
Installing IIS on Windows 2008 Server
When installing IIS, you may require the original operating system media.
1. Click Start | Administrative Tools | Server Manager.
2. In the Server Manager window, scroll down to Roles Summary, and click Add Roles.
3. Click Add Roles.
The Add Role Wizard opens up.
4. Verify the settings mentioned on the Before You Begin page and click Next.
5. On the Select Server Roles page, check the Web Server (IIS) check box and click Next.
6. On the Introduction to Web Server (IIS) page, click Next.
7. On the Select Role Services page, select the IIS services to be installed. Verify that ASP.NET is selected.
8. Click Add Required Role Services to install the required role services.
9. Click Next.
10.On the Confirm Installation Selections page, click Install.
11.Click Close to complete the IIS installation.
Installing IIS on Windows 2003 Server
When installing IIS, you may require the original operating system media.
1. Click Start | Control Panel | Add or Remove Programs.
2. Click Add/Remove Windows Components.
3. In the Windows Components Wizard, under Components, select Application Server.
4. Click Next.
5. After the installation is complete, click Finish.
Checking the IIS Settings
If IIS is already installed and running, it is important to check its settings before installing IP Office Customer Call
Reporter.
1. Click Start | Administrative Tools | Internet Information Services (IIS) Manager.
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2. In the left pane, click the root node in the tree.
3. Open ISAPI and CGI Restrictions (on Windows 2008 Server) or Web Service Extensions (on Windows 2003
Server).
4. Verify that the ASP.NET services are listed as Allowed. If required, right-click each and select Allow.
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Installing Customer Call Reporter: IIS Setup
3.6 Windows Software Prerequisites
Install the Windows Software Updates by choosing the operating system version and either x86 or x64 according to the
system platform in the following order.
1. Mandatory
· Windows 2003 SP2 Folder
Windows
· WindowsServer2003-KB914961-SP2-x86-ENU.exe 6.3.4.1
Operating system
Microsoft Windows Server 2003 Service Pack 2 Setup
· WindowsServer2003.WindowsXP-KB914961-SP2-x64-ENU.exe 6.3.4.1
Microsoft Windows Server 2003 Service Pack 2 Setup
· Windows 2008 SP2 Folder
· Windows6.0-KB948465-X86.exe 6.0.6002.18005
Microsoft Windows Server 2008 Service Pack 2 Setup
· Windows6.0-KB948465-X64.exe 6.0.6002.18005
Microsoft Windows Server 2008 Service Pack 2 Setup
Note: Currently, Windows 2008 R2 does not require any Service Pack.
2. Windows Installer · Windows 2003 SP2 Folder
Packages
· WindowsServer2003-KB942288-v4-x86.exe 4.5.0.0
Microsoft Windows Installer 4.5
· WindowsServer2003-KB942288-v4-x64.exe 4.5.0.0
Microsoft Windows Installer 4.5
· Windows 2008 SP2 Folder
· Windows6.0-KB942288-v2-x86.msu
Microsoft Windows Installer 4.5
· Windows6.0-KB942288-v2-x64.msu
Microsoft Windows Installer 4.5
3. Framework
packages (in the
given order)
· x86\Framework sub-folder
· vjredist.exe
2.0.50727.937
Microsoft Visual J# 2.0 Redistributable Package - SE (x86)
· dotnetfx35.exe
3.5.30729.1
Microsoft .NET Framework 3.5 including Service Pack 1 Setup
· dotNetFx40_Full_x86_x64.exe 4.0.30319.1
Microsoft .NET Framework 4.0 Setup
· x64\Framework sub-folder
· vjredist64.exe
2.0.50727.937
Microsoft Visual J# 2.0 Redistributable Package - SE (x64)
· dotnetfx35.exe 3.5.30729.1
Microsoft .NET Framework 3.5 including Service Pack 1 Setup
· dotNetFx40_Full_x86_x64.exe 4.0.30319.1
Microsoft .NET Framework 4.0 Setup
4. Windows Updates · x86\Updates for Server 2003 sub-folder
· NDP20SP2-KB958481-x86.exe 9.0.30729.195
Microsoft Update for the .NET Framework 2.0 Service Pack 2
· NDP30SP2-KB958483-x86.exe 9.0.30729.196
Microsoft update for the .NET Framework 3.0 Service Pack 2
· NDP35SP1-KB958484-x86.exe 9.0.30729.196
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP30SP2-KB981107-x86.exe 9.0.30729.4519
Microsoft Update for the .NET Framework 3.0 Service Pack 2
· NDP30SP2-KB967634-x86.exe 9.0.30729.4076
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP40-KB2468871-v2-x86.exe 10.0.30319.233
Microsoft Update for the .NET Framework 4.0
· x86\Updates for Server 2008 sub-folder
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· Windows6.0-KB958481-x86.msu
Microsoft Update for the .NET Framework 2.0 Service Pack 2
· Windows6.0-KB958483-x86
Microsoft update for the .NET Framework 3.0 Service Pack 2
· NDP35SP1-KB958484-x86.exe 9.0.30729.196
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· Windows6.0-KB981107-x86.msu
Microsoft Update for the .NET Framework 3.0 Service Pack 2
· Windows6.0-KB967634-v3-x86.msu
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP40-KB2468871-v2-x86 10.0.30319.233
Microsoft Update for the .NET Framework 4.0
· x64\Updates for Server 2003 sub-folder
· NDP20SP2-KB958481-x64.exe 9.0.30729.195
Microsoft Update for the .NET Framework 2.0 Service Pack 2
· NDP30SP2-KB958483-x64.exe 9.0.30729.196
Microsoft update for the .NET Framework 3.0 Service Pack 2
· NDP35SP1-KB958484-x64.exe 9.0.30729.196
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP30SP2-KB981107-x64.exe 9.0.30729.4519
Microsoft Update for the .NET Framework 3.0 Service Pack 2
· NDP30SP2-KB967634-x64.exe 9.0.30729.4076
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP40-KB2468871-v2-x64.exe 10.0.30319.233
Microsoft Update for the .NET Framework 4.0
· x64\Updates for Server 2008 sub-folder
· Windows6.0-KB958481-x64.msu
Microsoft Update for the .NET Framework 2.0 Service Pack 2
· Windows6.0-KB958483-x64
Microsoft update for the .NET Framework 3.0 Service Pack 2
· NDP35SP1-KB958484-x64.exe 9.0.30729.196
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· Windows6.0-KB981107-x64.msu
Microsoft Update for the .NET Framework 3.0 Service Pack 2
· Windows6.0-KB967634-v3-x64.msu
Microsoft Update for the .NET Framework 3.5 Service Pack 1
· NDP40-KB2468871-v2-x64 10.0.30319.233
Microsoft Update for the .NET Framework 4.0
For all the above:
· Verify that you have the correct version for the operating system and processor type of the IP Office Customer Call
Reporter server computer.
· If the IP Office Customer Call Reporter server computer does not have external internet access, get the full
redistribution package.
· Verify that IIS is installed 23 and is accessible before installing the .NET package. This installs additional .NET
components for IIS during the .NET installation.
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Installing Customer Call Reporter: Windows Software Prerequisites
3.7 Windows Software Updates
The following items are all required and must be pre-installed on the IP Office Customer Call Reporter server before the
IP Office Customer Call Reporter application is installed. They are included on the IP Office Customer Call Reporter DVD.
They are not included in the downloadable application installed available from http://support.avaya.com, however they
can all be obtained from the Microsoft download website (http://www.microsoft.com/downloads).
· .NET 4.0 (dotNetFx40_Full_x86_x64.exe)
Verify that IIS is installed 23 and is accessible before installing the .NET package. This installs additional .NET
components for IIS during the .NET installation.
· Visual J# 2.0 Runtime (vjredist.exe)
For all the above:
· Obtain the correct version for the operating system and processor type of the IP Office Customer Call Reporter
server PC.
· If the IP Office Customer Call Reporter server PC does not have external internet access, get the full redistribution
package.
· Verify that IIS is installed 23 and is accessible before installing the .NET package. This installs additional .NET
components for IIS during the .NET installation.
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3.8 Installing MS-SQL
You must install MS-SQL before you install any of the IP Office Customer Call Reporter application components. During
installation of the IP Office Customer Call Reporter application, the system requests access information for the database
and tests the entered credentials in order to complete the IP Office Customer Call Reporter installation.
The MS-SQL can either be the free MS-SQL Express Edition or a licensed edition of MS-SQL. For details of the differences,
see Database Requirements 12 .
· If you are using MS-SQL Express Edition, install it on the same system as the main IP Office Customer Call
Reporter application components.
· If you are using a licensed edition of MS-SQL, install it on the IP Office Customer Call Reporter server or on a
separate system on the network. If you want to install the licensed edition of the MS-SQL on a separate system,
then first install the IP Office Customer Call Reporter Database component on that system separately from the
other IP Office Customer Call Reporter components. For more information, see Distributed Installation 14 .
Installing Microsoft Express MS-SQL
If you are installing a licensed Microsoft SQL Edition, refer to the installation instruction that comes with the software.
Note: IP Office Customer Call Reporter requires a licensed MS-SQL Server Edition to support Mixed Mode
(Windows Authentication and SQL Server Authentication) access.
1. Locate the software installation package that you have obtained (see Software Requirements
20
). Express version (32
and 64 bits) are available in the Prerequisites folder of the IP Office Customer Call Reporter DVD.
2. Open the installation package to start installation.
3. Click the required exe file:
· For 32-bit: SQLEXPRADV_x86_ENU.exe
· For 64-bit: SQLEXPRADV_x64_ENU.exe
Note: SQLEXPRADV_x86_ENU.exe and SQLEXPRADV_x64_ENU.exe are the versions with advanced services. If you
do not install these versions of SQL Express Edition, the IP Office Customer Call Reporter Custom Report page will not
display the link to launch Report Builder. You will have to install Report Builder manually.
The system displays the SQL Server dialog box. After a few seconds, the system replaces the dialog box with the SQL
Server Installation Center window.
4. On the left side of the SQL Server Installation Center window, click Installation.
The system displays a list of installation options on the right.
5. On the right side of the screen, click New SQL server stand-alone installation.
The system displays the SQL Server 2008 dialog box requesting you to wait while the install program prepares for
installation.
6. After a minute or so, the system displays the System Support Rules window.
7. If the installation fails any checks:
1. Click Show details or View detailed report to determine the cause of error.
2. Click Re-run to perform the checks again.
8. If the installation passes all the checks, click OK.
The system displays the window where you enter your license key and product edition.
Note: Depending on the edition you are installing, the license key may be present on the Product box.
9. If the Enter Product Key box is empty, enter the product key and click Next.
Select I accept the license terms.
10.Click Next.
The system displays the Setup Support Files window.
11.Click Install.
The Windows Installer prepares for the installation. After 30 seconds or so, the system starts installing the Windows
Setup Support files. If the system does not encounter any problems, the system displays the message “Operation
completed”.
12.Click Next.
The system displays the Feature Selection window.
13.Click Select All
14.Click Next.
The system displays the Instance configuration window.
15.Select the default instance setting.
16.Click Next.
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Installing Customer Call Reporter: Installing MS-SQL
The system displays the Disk Space Requirements window. This window provides the disk space information on the drive
on which you are installing MS-SQL.
17.Click Next.
The system displays the Server Configuration window.
18. Set up the service accounts that you intend to use .to run the SQL server.
· If you have created Windows NT or Active Directory accounts for use with services, use the service accounts
shown in the window.
· If you have not created Windows NT or Active Directory accounts, use the built-in Network Service account for
all three services listed in the window.
19.Change the Startup type to Automatic for all three services. This automatically starts the SQL server database
engine, SQL Agent and SQL Browser services when you re-boot the server.
20.Note: Setting up the service accounts allows the SQL server to start up automatically after installation.
21.Click Next.
The system displays the Database Engine Security window.
22.Change the Authentication Mode to Mixed Mode.
23.Enter a password for the system administration account.
The system displays the Database Engine Configuration window.
24.Click the Data Directories tab.
25.Select the directories to specify the drives in your system you are going to use.
The system displays the Error Usage Reporting window. The system asks if you want the system to send the error
information to Windows or safely skip the information.
26.Select the check-boxes if you want Windows to send the error messages.
27.Click Next.
The system displays the Installation Rules window.
28.Click Next.
The system displays the Ready to Install window. This window summarizes what you are about to install and gives you
a last chance to cancel or change any information.
29.To start the installation process, click Install.
The system displays the Installation Progress window.
30.After the installation is complete, the system displays the Complete window.
31.To verify that the installation has happened as expected, click the Installation Log link.
The system prompts you to re-boot to complete the SQL Server set-up.
32.Click OK.
The system brings you back to the SQL Server Installation Center window (see step 4
28
).
33.Click Close.
34.Re-boot your system manually to complete installation.
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3.9 CCR License Installation
IP Office Customer Call Reporter is licensed by licenses entered into the configuration of the IP Office system. The
licenses control the number of agents supported on the IP Office system (up to the IP Office Customer Call Reporter
maximum of 150) and the number of supervisor supported on the IP Office Customer Call Reporter system (up to the IP
Office Customer Call Reporter maximum of 30).
Licenses are issues against the serial number of the feature key dongle installed with the IP Office system. The licenses
cannot be used on another IP Office system using a different feature key dongle.
The IP Office Customer Call Reporter licenses available are:
To support IP Office Customer Call Reporter, the IP Office Release 6 system must have Preferred Edition and
Advanced Edition licenses. The Advanced Edition license also enables 1 customer service supervisor.
For system being upgraded to IP Office Release 6, IP Office Customer Call Reporter can alternately be enabled by a
legacy CCR Sup license or a CCC Supervisor and CCR CCC Upg license.
License
Function
Customer
Service
Supervisor
The presence of at least one Customer Service Supervisor license is required to use IP Office
Customer Call Reporter.
Multiple licenses can be added to achieve the number of supervisors required up to 30 supervisors.
Each license instance enables 1 supervisor account login and also 1 wallboard account login.
Customer
Enables support for IP Office Customer Call Reporter agents. Multiple license can be added to achieve the
Service Agent number of agents required up to the maximum of 150 agents.
One license instance is consumed for each IP Office Customer Call Reporter agent currently logged in on
the IP Office system.
CCR CCC UPG This license allows existing CCC licenses to be used for IP Office Customer Call Reporter, see Upgrading
from CCC 14 . The CCC licenses are used as follows:
· CCC Server - Enables 1 supervisor, 1 wallboard and 5 agents.
· CCC Supervisors - Enables the equivalent number of supervisors and the equivalent number of
wallboards.
· CCC Agents - Enables the equivalent number of agents.
Installing a Feature Key Dongle
IP500 IP Office system have a smart card feature key dongle present all the time. Other IP Office systems however can
run without an dongle present. If the system does not have a dongle already installed, refer to the IP Office Installation
manual for details of dongle installation.
Entering Licenses
1. Start IP Office Manager on the IP Office Customer Call Reporter server computer and load the configuration from
the IP Office system.
2. Select
System.
3. On the System tab locate the dongle Serial Number field. This should show the serial number of the IP Office's
Feature Key dongle. Check that the serial number matches the number against which the licenses have been
issued.
4. Select
Licenses.
5. Click on
to enter a new license.
6. Cut and paste one of the supplied licenses into the menu displayed and click OK.
7. Check that the detail of the license type and the number of instances of that type that it enables are correct. The
license status will be listed as Unknown until the configuration has been sent to the IP Office and then loaded again
in Manager.
8. Repeat the process for all the IP Office Customer Call Reporter licenses provided for the IP Office system.
9. Click OK.
10.Click
to send the configuration back to the IP Office.
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Installing Customer Call Reporter: CCR License Installation
Checking Licenses
1. Start IP Office Manager on the IP Office Customer Call Reporter server computer and load the configuration from
the IP Office system.
2. Select
Licenses.
3. Check that the Status of the IP Office Customer Call Reporter licenses are now listed as Valid.
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3.10 Agent and Queue Configuration
During installation of IP Office Customer Call Reporter, create at least one CCR Group containing one CCR Agent within
the IP Office configuration.
Agent Configuration
IP Office Customer Call Reporter agents are also IP Office users and are configured through their matching user entry in
the IP Office configuration. A maximum of 150 agents are supported in total by IP Office Customer Call Reporter.
The settings below (apart from Login Code) can be set within a User Rights entry. They can then be applied to the
required users. Note however that if this is the case the use of time profiles to control when the User Rights are applied
to the users is not supported.
Configuring a User as an IP Office Customer Call Reporter Agent
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select or add the user who you want to configure as IP Office Customer Call Reporter agent.
· IP Office Customer Call Reporter is designed for call center agents who do not have a permanent physical
extension, rather they log in at any available extension when they need to start making and receiving calls.
· To add a new user selecting the
icon and then User.
· On the User tab enter a Name, User Name and Extension number for the agent.
· Use the steps detailed below to configure the new user as an IP Office Customer Call Reporter agent.
3. Select the Telephony tab.
4. Select Supervisor Settings.
5. Enter a Login Code for the user and select Force Login. These options are mandatory for IP Office Customer Call
Reporter agents.
6. Select the option Customer Service Agent Profile.
7. If you are already familiar with After Call Work (ACW)
also.
54
you can configure the agent's ACW settings at this time
8. The other options available are described in the IP Office Manager documentation which can be accessed by
clicking Help.
9. Click OK.
· If this is a new user that you are creating, the system may prompt you with "Would you like a new VoIP
extension created with this number?". Select No.
10.When all the configuration changes you require are completed send the configuration back to the IP Office.
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Installing Customer Call Reporter: Agent and Queue Configuration
Queue Configuration
For an IP Office hunt group to have its call and agent data recorded by IP Office Customer Call Reporter it must be
configured as being an IP Office Customer Call Reporter Agent Group. There are no IP Office Customer Call Reporter
license restrictions on how many hunt groups can be configured for IP Office Customer Call Reporter usage.
· A Customer Service Agent Profile Group should only contain users who have been configured as IP Office
Customer Call Reporter Agents 50 . IP Office Manager will provide warnings if non-agents are included in the
group. During operation the IP Office will not present queue calls to a non-agent and IP Office Customer Call
Reporter will not display information for non-agents.
· IP Office Customer Call Reporter currently does not support Small Community Networking (SCN). Therefore the use
of remote hunt group members and or members hot desking to another IP Office is not supported.
· Collective groups are not supported for IP Office Customer Call Reporter operation.
· For group's configured as a Customer Service Agent Profile Group, the Queuing On option on the Queueing
tab is automatically enabled and cannot be disabled.
· If overflow is being used, it is only supported using other IP Office Customer Call Reporter groups.
· IP Office Customer Call Reporter expects hunt groups to contain at least one agent. Groups configured without any
agents are not visible to IP Office Customer Call Reporter.
Configuring a Hunt Group for IP Office Customer Call Reporter
1. Using IP Office Manager, receive the IP Office system configuration.
2. Create a hunt group and add members as normal. The only restriction to observe is that the selected members
must all be users who are configured as CCR Agents.
3. On the Hunt Group tab select the option Customer Service Agent Profile Group.
4. If Manager validation is running, Manager will warn if any of the group members are not IP Office Customer Call
Reporter Agents.
5. Click OK.
6. When all the configuration changes you require are completed send the configuration back to the IP Office.
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3.11 SMTP Email Testing
Simple SMTP Test
This quick test simply establishes that an SMTP server is listening on the default port (25) for SMTP e-mail sending.
1. Start a command line window by selecting Start | Run and entering cmd.
2. Type Telnet <the name or address of the SMTP server> 25. For example telnet TECHPUBSERVER 25.
3. The expected response is an SMTP reply code 220 indicating that the service is ready. For example 220
TECHPUBSERVER.techpubs.local Microsoft ESMTP MAIL Service, Version: 6.0.3790.3959 ready at Wed, 19 Nov
2008 09:54:39 -0800.
4. If a positive response is received, enter quit to close the telnet connection to the SMTP server.
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3.12 CCR Software Installation
Use the following process to install the IP Office Customer Call Reporter software. If you are upgrading an existing
installation refer to Upgrading CCR 62 .
The table below gives an summary of where IP Office Customer Call Reporter software installation fits within the overall
installation process.
Single Server Installation
Summary
Separate SQL Server Installation Summary
1. Install SQL and other prerequisites on the server.
1. Install MS-SQL on the SQL server.
2. Install the IP Office Customer
Call Reporter software on the
IP Office Customer Call
Reporter server with all the
components selected.
3. During the database server
selection use the drop down
list to select the local SQL
server.
2. Install the IP Office Customer Call Reporter software on the SQL server with all CCR
components selected. During the installation, the IPOCCR Database component
creates the IP Office Customer Call Reporter database within SQL.
3. Uninstall the IP Office Customer Call Reporter software from the SQL server. This
action does not remove the IP Office Customer Call Reporter database created
within SQL.
4. After installing the other pre-requisites, install the IP Office Customer Call Reporter
software on the IP Office Customer Call Reporter server with the IPOCCR Database
component de-selected. When the location of the SQL server is requested, browse
to the remote SQL server location.
To install the IP Office Customer Call Reporter Server Application:
1. Check that the software requirements have been met, especially for IIS
applications 27 .
23
and the required pre-installed
2. Log on to the server computer using an account with full administration rights. The IP Office Customer Call Reporter
installer will display a warning message and then stop if you run it using an account with insufficient rights.
3. Insert the disk containing the IP Office Customer Call Reporter software or browse to its location. If the installation
does not auto-start double click on the IPOCCRsetup.exe file.
4. The InstallShield Wizard will check and inform you if any of the IP Office Customer Call Reporter server computer
requirements have not been met.
5. When completed, the welcome menu appears. Click Next.
6. The Choose Destination Location window opens. Leave the default directory settings unless it is required to
change it. During installation a folder called IPOCCR will be created under the selected path.
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7. Click Next. The Select Features window opens.
8. The software components of IP Office Customer Call Reporter are listed. The components that should be selected
will depend on the type of installation being performed.
Feature
Installation Notes
IPOCCR Database This IP Office Customer Call Reporter component must be run on the same computer as the
MS-SQL server software.
· When installing on the same server computer as the MS-SQL, select the IPOCCR
Database component. The Browse button on the later Database Server installation
screen will be grayed out as the local MS-SQL servers will be listed in the drop-down
list.
· When installing on a different server computer than the MS-SQL, do not select the
IPOCCR Database component. The Browse button on the later Database Server
installation screen can then be used to browse for the remote MS-SQL server.
All others
For IP Office Customer Call Reporter version 8.0, these components must be installed on the
IP Office Customer Call Reporter server computer hosting the IIS application.
9. Click Next. The IP Office Customer Call Reporter Component Reference window opens.
10.Enter any host names required. Note that host names must be used and not IP addresses.
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Installing Customer Call Reporter: CCR Software Installation
11.Click Next. The Database Server window opens. This menu is used to setup the connection from the IP Office
Customer Call Reporter server to the MS-SQL database installed for use by IP Office Customer Call Reporter.
· If you selected to install the IPOCCR Database component onto the computer in the earlier installation screen,
then the Browse button is disabled. In this case use the drop-down list to select the local MS-SQL database
instance that you installed for use by IP Office Customer Call Reporter.
· If the MS-SQL database instance to be used for IP Office Customer Call Reporter and the IP Office Customer
Call Reporter Database component have been installed on a different server computer, use the Browse button
to browse to the location or enter the path directly.
· Change the Connect using settings to match the access settings configured when installing the MS-SQL
database.
12.Click Next. The Logon Information window opens. These settings are used by IP Office Customer Call Reporter
to access the server computer services for printers and scheduled tasks.
13.Enter a name and password of an administrator rights account on the server computer. The Browse button can be
used to select an existing account name.
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14.Click Next. The Start IPOCCR Installation window opens. A summary of the selected components that are
about to be installed is shown. If you want to make any changes, click Back and make the required changes.
15.When the details are correct, click Next to start the installation.
16.Selecting Yes allows IP Office Customer Call Reporter supervisors to cancel reports that they select to view by
clicking a Cancel option in the pop-up report window. If you select No, supervisors cannot cancel report generation
once it has been started.
17.When the installation is complete the 'InstallShield Wizard Complete' window opens.
18.Click Finish.
19.If installation has been successful, the default web browser on the server should start and display the IP Office
Customer Call Reporter menu for setting up the IP Office Customer Call Reporter administrator account and IP
Office switch details 39 .
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Installing Customer Call Reporter: CCR Software Installation
3.13 CCR Administrator Creation
When a new installation of IP Office Customer Call Reporter is accessed for the first time, it will prompt you to create the
administrator account. There is only one IP Office Customer Call Reporter administrator account.
1. When the IP Office Customer Call Reporter software installation is completed, the servers default browser is run.
The page that appears after a minute is the one used to create the IP Office Customer Call Reporter administrator
account and should be similar to the one below. There is only one administrator account and only one person can
log on as an administrator at any time.
2. If the standard IP Office Customer Call Reporter Log In screen appears, use the browser's refresh option.
3. Enter the details for the IP Office Customer Call Reporter administrator:
· Username
The logon name for the IP Office Customer Call Reporter administrator account.
· Password & Confirm Password
Enter and confirm the password that the administrator will use.
· Full Name
This name is used for information display within IP Office Customer Call Reporter.
· Extension
Enter the telephone extension number associated with the administrator. This is for information only.
· E-mail
Enter the e-mail address associated with the administrator. This is used for IP Office Customer Call Reporter
functions such as the Forgotten Password function.
3. Click Create. The administrator account is created and you will be logged in to IP Office Customer Call Reporter as
the administrator.
4. You will now be logged in as the administrator and the System Settings menu is display. Use this menu to edit the
details of the IP Office switch to which IP Office Customer Call Reportershould connect. See Editing the IP Office
Switch Selection 40 .
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3.14 Editing the IP Office Switch Selection
A new installation of IP Office Customer Call Reporter, configures IP Office Customer Call Reporter to connect to a default
IP Office, that is, an IP Office with IP address 192.168.42.1 and using the service user account Administrator,
password Administrator. Following the creation of the IP Office Customer Call Reporter administrator account 39 , the IP
Office Customer Call Reporter System Settings menu is displayed to allow editing of the switch details to match those
actually required for the IP Office.
1. Having logged in as the IP Office Customer Call Reporter administrator, the Switches section of the System
Settings tab will show the current status of the IP Office Customer Call Reporter Data Analyzer component
connection to the IP Office. Unless your IP Office is using the default settings, the status will be displayed as
Disconnected after a new installation of IP Office Customer Call Reporter.
2. Click on Modify.
3. Enter the IP Office IP address and service user account
application should use.
22
details that the IP Office Customer Call Reporter
4. Click on Update. The IP Office Customer Call Reporter application will attempt to connect to the IP Office system
using the details provided. If successful, the State will change to Connected. Note that the IP Office name and
version information may take a few minutes to appear even after the status changes to Connected.
5. If the Accounts tab is not visible, log off and log in again to see the Accounts tab and use that tab to create
supervisor and wallboard accounts.
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Installing Customer Call Reporter: Editing the IP Office Switch Selection
3.15 MS-SQL Configuration
After installation of the MS-SQL and IP Office Customer Call Reporter components, perform the following steps to
complete installation. Failure to complete these steps will cause the IP Office Customer Call Reporter to be able to show
the queues and agents by name but will not update any statistics.
1. Start SQL Server Configuration Manager. (Start | All Programs | Microsoft SQL Server 2008 |
Configuration Tools | SQL Server Configuration Manager).
2. Select SQL Server 2008 Network Configuration and then Protocols for SQLEXPRESS or Protocols for SQL.
3. Right click on TCP/IP and select Enable.
4. Select SQL Server 2008 Services.
5. Right click SQL Server(SQLEXPRESS) and select Properties. Select the Service tab and set the Start Mode to
Automatic. Click OK.
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3.16 Firewall Settings
If the server is running a firewall then traffic on some additional ports may need to be allowed.
Port
Description
TCP
80
User browser access to IP Office Customer Call
Reporter.
TCP
1433
IP Office Customer Call Reporter to SQL access.
UDP
1434
TCP
8135
Wallboard access.
The details here cover the addition of those ports for the default Windows firewall.
1. Open the Windows Control Panel.
2. Open System and Security | Windows Firewall.
3. Click Advanced settings.
4. Click Inbound Rules in the left pane.
5. Click New Rule in the right pane.
The New Inbound Rule Wizard opens up.
6. Select Port and click Next.
7. Select TCP and enter the port number in the Specific local ports field.
8. Click Next.
9. Select Allow the connection and click Next.
10.Check the Domain, Private, and Public check boxes.
11.Click Next.
12.Enter a name for the rule and click Finish.
13.Click Outbound Rules in the left pane and repeat step 5
42
to step 12
42
.
3.17 one-X Portal for IP Office Integration
The IP Office Customer Call Reporter option used by supervisors to control agent status uses the one-X Portal for IP
Office to send commands to the IP Office system. To configure this requires access to the one-X Portal for IP Office
administrator settings.
Enabling the one-X Portal for IP Office User Account
1. Login to the one-X Portal for IP Office using the administrator login.
2. Select Configuration and then Users.
3. Select one of the user records and click Edit. The user record used is unimportant other than use one that is less
likely to be deleted as the result of user adds moves and changes. Typically use one of the IP Office Customer Call
Reporter supervisors if they are also IP Office users.
4. Change the User Role Configuration from User to Manager.
5. Click Save.
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Installing Customer Call Reporter: one-X Portal for IP Office Integration
6. Select the checkbox next to the user record and then click Put Selected.
Enter the one-X Portal for IP Office Account Details in IP Office Customer Call Reporter
1. Login to IP Office Customer Call Reporter as the administrator.
2. Select the System Settings tab and expand the Preferences section.
3. In the one-X Portal for IP Office section enter the address details of the one-X Portal for IP Office server and the
name and password of the user enabled as a one-X Portal for IP Office User Manager in the one-X Portal for IP
Office configuration.
Enabling a Supervisor
In order to use this feature, the IP Office Customer Call Reporter supervisor must have the Control Agent setting in
their account details enabled.
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3.18 Installing Report Builder
For IP Office Customer Call Reporter installation with existing SQL databases
1. Download SQL 2008 R2 Express Edition with Advanced Services using one of the following options:
· From the Microsoft download site at
http://www.microsoft.com/downloads/en/details.aspx?familyid=E08766CE-FC9D-448F-9E98-FE84AD61F135
&displaylang=en OR
· From the pre-requisite folder on the IP Office Customer Call Reporter CD.
2. Select the appropriate platform as x86 or x64 and download the setup executable.
3. Use SQLEXPRADV_x86_ENU.exe or SQLEXPRADV_x64_ENU.exe to upgrade the SQL server database
instance to 2008 R2 (if required) and to install Reporting Services.
4. Click Install. Do not configure Reporting Services. Other services are not available for existing databases.
5. Run the Reporting Services Configuration Manager from Start->Program Files->Microsoft SQL Server 2008
R2->Configuration Tools.
6. Select the Web service URL and then click Apply to create the server.
7. Select Database and then select Change Database.
8. Log in to Windows to connect to the SQL database instance as a system administrator. For example, logging in the
“sa” account.
9. Create the reporting database using the Native mode and integrated security options.
10. Install Report Builder 3.0 by visiting the URL
http://localhost/ReportServer_<InstanceName>/ReportBuilder/ReportBuilder_3_0_0_0.application on the SQL
server, where <InstanceName> is the SQL server database instance name, typically SQLEXPRESS.
11. To install Report Builder 3.0:
· Visit the URL
http://localhost/ReportServer_<InstanceName>/ReportBuilder/ReportBuilder_3_0_0_0.application on the
SQL server, where <InstanceName> is the SQL server database instance name, typically SQLEXPRESS and
follow the instructions.
· Alternatively, click the Report Builder icon on the toolbar of the online Report Manager at
http://localhost/Reports_<InstanceName>. For detailed information on how to install Report Builder, refer to
Installing Report Builder 3.0.
You may be prompted for Windows domain credentials, or granted access automatically via your network domain
login.
Note: All authenticated users are allowed access by default.
To enable anonymous authentication to non-Windows account holders, or to tighten security, further instructions
are available online at http://technet.microsoft.com/en-us/library/ms365173.aspx.
For new IP Office Customer Call Reporter installations
1. Download SQL 2008 R2 Express Edition with Advanced Services from the following Microsoft download site:
http://www.microsoft.com/downloads/en/details.aspx?familyid=E08766CE-FC9D-448F-9E98-FE84AD61F135&displ
aylang=en. Select the appropriate platform as x86 or x64 and download the setup executable.
2. Use SQLEXPRADV_x86_ENU.exe or SQLEXPRADV_x64_ENU.exe to install a new SQL server database
instance and Reporting Services.
3. Select the option Install the native mode default configuration.
4. To test the installation of Report Builder 3.0:
· Visit the URL
http://localhost/ReportServer_<InstanceName>/ReportBuilder/ReportBuilder_3_0_0_0.application on the
SQL server, where <InstanceName> is the SQL server database instance name, typically SQLEXPRESS.
· Alternatively, click the Report Builder icon on the toolbar of the online Report Manager in the following
location: http://localhost/Reports_<InstanceName>. <InstanceName> is the SQL server database instance
name, typically SQLEXPRESS.
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Installing Customer Call Reporter: Installing Report Builder
You may be prompted for Windows domain credentials, or granted access automatically via your network domain
login.
Note: All authenticated users are allowed access by default.
To enable anonymous authentication to non-Windows account holders, or to tighten security, further instructions
are available online at http://technet.microsoft.com/en-us/library/ms365173.aspx.
The instructions for new IP Office Customer Call Reporter installations also apply to Standard, Enterprise and Developer
editions of SQL 2008 R2 with reporting services installed.
Installing Report Builder 3.0
1. Install the Report Builder using the following url:
http://localhost/ReportServer_<InstanceName>/ReportBuilder/ReportBuilder_3_0_0_0.application.
2. Run the Report Builder to install it on your machine. Running the Report Builder will install the correct localized
version according to your Windows desktop language setting.
Alternatively, the Custom Reports tab in the web client displays the Run report Builder 3.0 link if the web client
receives a response from a test HTTP request. If the link is not present, the Web client displays a message that
the Report Builder is not available locally, instead you can download it directly from the Internet through the
Microsoft download site.
Note: When you install Report Builder from the IP Office Customer Call Reporter link, the language is set by the
Client computer locale. When you install Report Builder manually, you select the language as part of the
installation steps.
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3.19 Network Printers
The schedule reporting features of IP Office Customer Call Reporter can either e-mail reports to users or print them using
a printer designated within the report settings. In order to use the printer option, the printer must be a network printer
accessible from the IP Office Customer Call Reporter server computer.
1. Check that the IP Office Customer Call Reporter server computer has been setup for printing to the customer's
network printers (click Start | Devices and Printers). Use the Add Printer wizard, if required, to add a network
printer.
2. For each network printer, right-click on the printer and select Properties.
3. Check that the server computer's default page setup is set to the appropriate paper size used by the printer. If any
change is required, select Printing Preferences. Due to the potential length of IP Office Customer Call Reporter
reports, also enable duplex printing if supported by the printer.
4. Use the Print Test Page option to confirm correct operation.
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Installing Customer Call Reporter: Network Printers
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Chapter 4.
Configuring IP Office
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Configuring IP Office:
4. Configuring IP Office
The IP Office Manager needs the following changes so that communication between IP Office and IP Office Customer Call
Reporter occurs. For information about displaying the different panes in IP Office Manager and saving the configuration
changes, see the IP Office Manager help.
Agents can indicate that they are in a busy not available state and the reason for being in that state. Descriptions for up
to 8 possible reasons need to be entered into the IP Office Manager. The descriptions are then available in menus that
the agents can select and also on reports that contain the agents status.
1. Configuring Busy Not Available Reason Codes
53
.
2. Configuring IP Office Customer Call Reporter Agents
3. Configuring IP Office Customer Call Reporter Queues
4. Configuring After Call Work Controls
5. IP Office Short Codes
55
.
6. Button Programming
55
.
7. Voicemail Report Setup
56
54
50
.
52
.
.
.
How Do IP Office Configuration Changes Affect IP Office Customer Call Reporter
Changes to the IP Office switch configuration has an immediate effect on call routing and therefore call statistics.
However, as detailed below, it does not have an immediate effect on the agent and queue names visible in views.
The IP Office Customer Call Reporter updates its information about the queues and agents configured on the IP Office
telephone system every 5 minutes. Therefore adding, removing or renaming agents and queues do not affect views
immediately. Instead it requires users to wait up to 5 minutes and to then refresh their view by either switching to
another view and then back or by logging out and then logging in again.
· ! WARNING
The IP Office's IP address is used to tag agent and queue data stored in the IP Office Customer Call Reporter database.
If the IP Office's IP address or name is changed after installation, any existing data is still tagged with the previous IP
address while new data will be tagged with the new IP address. This may result in reports including multiple entries for
each agent and queue.
Agents
· Adding an Agent to a Queue
Wait up to 5 minutes and then refresh the view.
· Removing an Agent from a Queue
Wait up to 5 minutes and then refresh the view. The agent's contribution to the queues performance are still
included in the queue statistics but they are not included in the view of agent statistics. The agent's statistics are
still accessible within historical reporting.
· Deleting an Agent
Wait up to 5 minutes and then refresh the view. The agents contribution to the queues performance are still
included in the queue statistics but they are not included in the view of agent statistics. The agent's statistics are
still accessible within historical reporting.
· Renaming an Agent
Wait up to 5 minutes and then refresh the view. The agent's contribution to the queues performance are still
included in the queue statistics but the agents appears with their new name and reset statistics. The agent's
statistics within historical reporting are split appropriately between the old and new names.
· ! WARNING
When targeting a report on agents, for reports based on the Call Details Report template, the agent's
statistics are split appropriately between the old and new names. For reports based on other templates (Agent
Summary Report, Call Summary Report and Trace Report), only the agent's statistics under the current
name are reported.
Queue
· Adding a Queue
Before the new queue can be added to any view, it must first be selected in the list of queues available to a
supervisor. This is done within the supervisors account details by either the administrator or by supervisors with
self-administrator rights for their own account. Again this cannot be done until up to 5 minutes after the new queue
was added to the IP Office configuration.
· Renaming a Queue
Wait up to 5 minutes and then refresh the view. The queue name is automatically removed from the view. To add
the queue using the new name is the same as for adding a queue detailed above. The queue's statistics within
historical reporting are split appropriately between the old and new names.
· Deleting a Queue
Wait up to 5 minutes and then refresh the view. The queue name is automatically removed from the view. The
queue's statistics are still accessible within historical reporting.
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4.1 Agent Configuration
IP Office Customer Call Reporter agents are also IP Office users and are configured through their matching user entry in
the IP Office configuration. A maximum of 150 agents are supported in total by IP Office Customer Call Reporter.
The settings below (apart from Login Code) can be set within a User Rights entry. They can then be applied to the
required users. Note however that if this is the case the use of time profiles to control when the User Rights are applied
to the users is not supported.
Configuring a User as an IP Office Customer Call Reporter Agent
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select or add the user who you want to configure as IP Office Customer Call Reporter agent.
· IP Office Customer Call Reporter is designed for call center agents who do not have a permanent physical
extension, rather they log in at any available extension when they need to start making and receiving calls.
· To add a new user selecting the
icon and then User.
· On the User tab enter a Name, User Name and Extension number for the agent.
· Use the steps detailed below to configure the new user as an IP Office Customer Call Reporter agent.
3. Select the Telephony tab.
4. Select Supervisor Settings.
5. Enter a Login Code for the user and select Force Login. These options are mandatory for IP Office Customer Call
Reporter agents.
6. Select the option Customer Service Agent Profile.
7. If you are already familiar with After Call Work (ACW)
also.
54
you can configure the agent's ACW settings at this time
8. The other options available are described in the IP Office Manager documentation which can be accessed by
clicking Help.
9. Click OK.
· If this is a new user that you are creating, the system may prompt you with "Would you like a new VoIP
extension created with this number?". Select No.
10.When all the configuration changes you require are completed send the configuration back to the IP Office.
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Configuring IP Office: Agent Configuration
User Queue Controls
Through the menus on 1400, 1600, 9400, 9500 and 9600 telephones, agents can be allowed to change the status of
their queue membership for a queue between enabled or disabled. The queues to which this option is applicable is
configured on the IP Office system.
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select the User who is a IP Office Customer Call Reporter agent.
3. Select the Menu Programming tab.
4. The hunt groups (queues) to which the user belongs are listed and the actions that the user can perform on each
group are selected.
· All the selections affect the options accessible through telephone menus. The Can Change Membership
selection also affects the one-X Portal for IP Office Agent Control Gadget.
5. Adjust the settings are required. Click OK.
6. When all the configuration changes you require are completed send the configuration back to the IP Office.
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4.2 Hunt Group (Queue) Configuration
For an IP Office hunt group to have its call and agent data recorded by IP Office Customer Call Reporter it must be
configured as being an IP Office Customer Call Reporter Agent Group. There are no IP Office Customer Call Reporter
license restrictions on how many hunt groups can be configured for IP Office Customer Call Reporter usage.
· A Customer Service Agent Profile Group should only contain users who have been configured as IP Office
Customer Call Reporter Agents 50 . IP Office Manager will provide warnings if non-agents are included in the
group. During operation the IP Office will not present queue calls to a non-agent and IP Office Customer Call
Reporter will not display information for non-agents.
· IP Office Customer Call Reporter currently does not support Small Community Networking (SCN). Therefore the use
of remote hunt group members and or members hot desking to another IP Office is not supported.
· Collective groups are not supported for IP Office Customer Call Reporter operation.
· For group's configured as a Customer Service Agent Profile Group, the Queuing On option on the Queueing
tab is automatically enabled and cannot be disabled.
· If overflow is being used, it is only supported using other IP Office Customer Call Reporter groups.
· IP Office Customer Call Reporter expects hunt groups to contain at least one agent. Groups configured without any
agents are not visible to IP Office Customer Call Reporter.
Configuring a Hunt Group for IP Office Customer Call Reporter
1. Using IP Office Manager, receive the IP Office system configuration.
2. Create a hunt group and add members as normal. The only restriction to observe is that the selected members
must all be users who are configured as CCR Agents.
3. On the Hunt Group tab select the option Customer Service Agent Profile Group.
4. If Manager validation is running, Manager will warn if any of the group members are not IP Office Customer Call
Reporter Agents.
5. Click OK.
6. When all the configuration changes you require are completed send the configuration back to the IP Office.
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Configuring IP Office: Hunt Group (Queue) Configuration
4.3 Reason Codes
Reason codes are used in conjunction with the Busy Not Available state that can be selected by IP Office Customer Call
Reporter agents.
When an agent selects Busy Not Available using a programmable button 50 , the telephone also prompts them to select
one reason codes entered in the IP Office configuration. The selected reason code is then included in information reported
by the IP Office Customer Call Reporter.
For reports based on the Agent Time Card report template, time spent in Busy Not Available with reason code 1 is
reported as Lunch. Time spent in Busy Not Available for any other reason codes is reported as Breaks.
Entering Reason Codes
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select System.
3. Select the IPOCCR tab.
4. For each number enter a reason code. Each reason can be up to 31 characters. Enter the codes in order starting
with those that are most likely to be used as this simplifies selection of the required reason code from the
telephone. Reason codes 0 and 9 are fixed and are used as follows:
· 0: Unsupported
This reason code is used for agents using telephones that do not allow the selection of a reason code.
· 9: Busy Not Available
This reason code is used if the agent is using a telephone that allows reason code selection but fails to select
one when they enable Busy Not Answer state. For example, this may occur if the agent enables Busy Not
Available using a short code or Phone Manager or is forced into Busy Not Available state by the IP Office's
Agent Status on No Answer feature.
5. Click OK.
6. When all the configuration changes you require are completed send the configuration back to the IP Office.
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4.4 After Call Work Controls
After Call Work (ACW) is used after a call to indicate that the agent is performing call related task that need to be done
before answering another queue call.
While in ACW:
· IP Office Customer Call Reporter reports the agent's state as being Busy ACW and includes the agent in Agents
ACW statistics.
· No queue calls are present to the agent to be answered.
· There is no change to the agent's telephone, for example dial tone changes.
· If the agent has an ACW button, that button indicates that they are in ACW state and can be used to exit the state.
· An ACW timeout for the agent is started which will automatically take them out of ACW when it expires.
Through the IP Office configuration you can control:
· Whether an agent is allowed to use ACW.
· If an agent is allowed to use ACW, you can set how long they can remain that state before the system
automatically cancels the ACW. This time can be set at both a system default level and on a per agent basis.
· If automatic ACW should be applied to an agent whenever they finish a queue call.
· Provide a button for the agent to view whether they are in ACW state and to cancel/select it as required.
· Provide short codes for the same.
Setting the Default ACW Timeout
A timeout is applied whenever an agent goes into the ACW state. When the timeout expires the agent is automatically
taken out of the ACW state. By default all agents use the system default ACW timeout.
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select System.
3. Select the IPOCCR tab.
4. Set the Default After Call Work Time to the required number of seconds (Range = 10 to 999 seconds).
Setting an Agent Specific ACW Timeout/Disabling Agent ACW
The timeout applied to automatically cancel ACW can be adjusted for each individual agent if required. This can include
disabling the use of ACW.
1. Using IP Office Manager, receive the IP Office system configuration.
2. Select User and select the agent.
3. Select the Telephony tab and then the Supervisor Settings sub-tab.
4. Set the After Call Work Time to the required number of seconds (Range = 0 to 999 seconds). Setting a value of 0
disables ACW operation for the user.
5. If you want ACW state to be applied automatically after every queue call enable the Automatic After Call Work
option.
ACW Button
For agent's using ACW, configure a programmable button for ACW. The button will allow them to manually enter and exit
the ACW state and will indicate when they are in the ACW state. Refer to Button Programming 55 .
After Call Work Short Codes
Agent For agents without programmable buttons, two short codes are available to allow them to manually enter and exit
the ACW state. The two features do not use any telephone number value and do not toggle. The ACW timeout applicable
for the user is still applied. The short code features are:
· Start ACW
· Clear ACW
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Configuring IP Office: After Call Work Controls
4.5 IP Office Short Codes
The follow IP Office short code features are useful for agents working with IP Office Customer Call Reporter. These can
be used to add system, user or user rights short codes. For full details refer to the IP Office Manager application help.
· Extn Login
Allows agents to login at an extension.
· Extn Logout
Allows a logged in agent to log off from an extension.
· Start After Call Work
Allows an agent to change their status to After Call Work. The status will be automatically cancels after the agent's
configured After Call Work time expires.
· Clear After Call Work
Allows an agent to end After Call Work status.
· Do Not Disturb On
Allows an agent to change their status should be changed to Busy Not Available. When that state is selected using
as short code the Reason Code is default to Busy Not Available.
· Do Not Disturb Off
Allows an agent to end Busy Not Available status.
· Hunt Group Enable / Hunt Group Disable
Short codes using these features can be used to enable/disable the agent's membership of particular queues.
· Change Login Code
Allows an agent to change their extension login code.
4.6 Button Programming
If the agent is going to be logging in at Avaya telephones with programmable buttons, it may be useful to program a
number of button features for the agent. These are added through the agent's Button Programming tab in the IP Office
configuration. For full details refer to the IP Office Manager application help.
In addition to the default Call Appearance buttons, configure the following buttons:
· Login (Advanced -> Extension -> Extn Login)
Allows the agent to log out from the extension they are currently using.
· ACW (Advanced -> Miscellaneous -> After Call Work)
This button allows the user to manually enter and exit the After Call Work state reported by IP Office Customer Call
Reporter. The button lamp or icon will indicate when the agent is in that state, including if the state is automatically
applied and ended by the IP Office system.
· DND On (Advanced -> Do Not Disturb -> Do Not Disturb On)
This button allows the user to enter and exit the Busy Not Available state reported by IP Office Customer Call
Reporter. The button lamp or icon will indicate when the agent is in that state.
· Agents using a button on the following telephones will be requested to select a reason code 53 if any have been
set: 1400, 1600, 2400, 4600, 5400, 5600, 9400, 9500 and 9600 Series telephones with available
programmable buttons.
· HGEna (Advanced -> Hunt Group -> Hunt Group Enable)
Hunt group enable buttons can be used by agent to enable and disable their membership of a group (queue) or
their membership of all groups. For specific groups the button is programmed with the group number or name.
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4.7 Voicemail Report Setup
Reports based on the IP Office Customer Call Reporter's Voicemail Report template can be used to track the usage of
customized call flows that have been added to Voicemail Pro. The reporting is not automatic, only specific labels that
have been assigned to call flow actions are reported on. This is best explained by example.
The example Voicemail Pro call flow below is a simple auto attendant that lets callers select to be transferred to either
sales or support.
Reporting names have been assigned to some of the actions in the call flow. For example, the Start Point action has
been given the name Attendant (see Adding a Reporting Name to a Voicemail Action 56 ). The names are used in IP
Office Customer Call Reporter reports based on the Voicemail Report template.
· Name
This is the text name assigned to an action or actions in Voicemail Pro customized call flows.
· The same name can be assigned to several actions and to actions in different call flows. For example, if you
have several call flows with actions that transfer calls to your Sales team, you can name all those action
"Sales". This will result in a single reporting line in the Voicemail report for calls that went to from voicemail to
sales independent the actual call flow used.
· No. of Calls
When a call reaches a named action it is counted as an answered call for that name.
· No. Lost Calls
If, having reached a named action, the call is disconnected by the caller or by the voicemail server before it
reaches another named action, it is counted as lost.
· No. of Times Triggered
Each time a call reaches a named action, the call is counted as having triggered that name. The same call can be
counted as triggering the same action more than once if the call flow loops. Note however that the call must go via
another named action rather than simply looping from one of the named actions own result.
Adding a Reporting Name to a Voicemail Action
1. Double-click on the action.
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Configuring IP Office: Voicemail Report Setup
2. Select the Reporting tab.
3. Select Send reporting information.
4. In the Group name field enter the name to associate with the action. This is the name that will be used in reports
based on the Voicemail Report template. None of the other fields are used by IP Office Customer Center Reporter.
5. Click OK.
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Chapter 5.
Maintenance and Diagnostics
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Maintenance and Diagnostics:
5. Maintenance and Diagnostics
The diagram below gives a schematic view of the components of IP Office Customer Call Reporter.
The following are installed as Windows services:
· Data Analyzer Service (Data Analyzer Service /DataAnalyser.exe)
This IP Office Customer Call Reporter component handles communication with the IP Office telephone system. It
creates an SSI connection using an IP Office service user login name and password. It then uses that connection to
receive data and passes that data to the Real Time Calculation service.
· Real Time Calculation Service (Avaya IP Office Customer Call Reporter Real Time Service /AvayaSb IP Office
Customer Call ReporterTService.exe)
This service receives data from the Data Analyzer service. It performs the required calculations on the raw data
and then passes data to the Database Monitor and Web Client services.
· Database Monitor (Avaya IP Office Customer Call Reporter Real Time Database Monitor)
This IP Office Customer Call Reporter service manages data request and inputs from other IP Office Customer Call
Reporter components to the MS-SQL database.
· Note that this is not the IP Office Customer Call Reporter Database component selected during IP Office
Customer Call Reporter installation. That is an installation process that creates the IP Office Customer Call
Reporter database structure.
· Printer Discovery Service (Avaya IP Office Customer Call Reporter Printer Discovery Service / Avaya.Sbcc.
Printer.Discovery.exe)
This component is used when creating reports and running reports to access any network printers available to the
IP Office Customer Call Reporter server computer.
· MS-SQL Service (MSQLServer or SQLExpress)
This service manages input and output to the database used by IP Office Customer Call Reporter.
· Avaya IPOCCR Alarm Keep Alive Service
This service manages the continuous operation of real-time alarms, independent of Web Client activation.
The following are installed as Virtual Directories used by the IIS web server:
· Web Client Service (IP Office Customer Call Reporter Web Client)
This components handles the provision of web pages in response from web clients (browsers). It can incorporate
data from both the Real Time Calculation Service and Historical Reporting service.
· Wallboard Message Broker Service
This broker service communicates scheduled and instant wallboard messages between the Web Client and active
wallboards.
· CSTA Integration Service
This service integrates the Web Client with a CSTA III compatible provider in order to provide control agent
functions.
· Management Service (IP Office Customer Call Reporter Management Service)
This components controls access to IP Office Customer Call Reporter.
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· Historical Reporting Service (IP Office Customer Call Reporter Historical Reporting Service)
This component is used to design and schedule reports.
· Crystal Reports Viewer (Crystal Report Viewers)
This component is used to generate the visual layout of reports.
· SQL Server Reporting Services
This component is used to generate the visual layout of customized reports.
· Custom Reporting Web Service
This component is used to design and generate customized reports
Additional components:
· Task Scheduler
This is a standard Windows application on the IP Office Customer Call Reporter server computer. Reports scheduled
for automatic output appear as entries in its scheduled tasks. Note however that they are managed and controlled
through IP Office Customer Call Reporter.
· SQL Database
This is a Microsoft database used to store call records and system configuration.
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Maintenance and Diagnostics:
5.1 Status Lamp
The status lamp ( , , or ) shown by the IP Office Customer Call Reporter web client is an indicator of the status of
the overall IP Office Customer Call Reporter application.
·
Green
IP Office Customer Call Reporter is running.
Yellow
Some parts of IP Office Customer Call Reporter are still in the process of starting.
·
Red
There may be a problem in IP Office Customer Call Reporter. This may not be critical but should be investigated.
·
When a problem is indicated, the Status screen can be used to indicate which component is not operating correctly and,
if required, restart the component.
· The Printer Discovery Service will show as red if the password for the administrator account it uses is changed. You
can change the password 61 used by the service without having to reinstall IP Office Customer Call Reporter.
It is important to understand that the status lamp is not a monitor of the IP Office Customer Call Reporter application
status. It is driven by the events that the IP Office Customer Call Reporter components write to the server computer's
event log 76 . If an event is missed, removed or did not occur in the expected order, it is possible for the status lamp to
indicate that there is a problem even if the IP Office Customer Call Reporter application is operating correctly. To resolve
this, clear the Windows Application event log and then restarting the component through the IP Office Customer Call
Reporter's System Settings tab.
5.2 Printer Discovery Service Password Change
During IP Office Customer Call Reporter software installation 35 an administrator name and password is requested for use
by the IP Office Customer Call Reporter's printer discovery service. If the password for that account is changed, the
printer discovery service will not operate. The following process can be used to change the password used by the printer
discovery service.
1. On the server computer, open the folder Program
Files\Avaya\CCR\CCRWebClient\CCRPrinterDiscoveryService.
2. Locate and double-click SBCCResetServicePassword.exe.
3. In the menu that appears enter the new password that matches the one being used by the administrator account
and click Reset.
4. Close the menu.
5. Log in to IP Office Customer Call Reporter as the administrator and restart the Printer Discovery Service.
6. Log out of IP Office Customer Call Reporter and then log in again.
5.3 Changing the IP Office IP Address
· ! WARNING
The IP Office's IP address is used to tag agent and queue data stored in the IP Office Customer Call Reporter database.
If the IP Office's IP address or name is changed after installation, any existing data is still tagged with the previous IP
address while new data will be tagged with the new IP address. This may result in reports including multiple entries for
each agent and queue.
The details of the IP Office to which the IP Office Customer Call Reporter should connect are set and can be changed
through the administrator's Systems Settings tab. See Editing the IP Office Switch Connection 40 .
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5.4 Upgrading CCR
The IP Office Customer Call Reporter components can be upgraded without requiring the previous version to be
uninstalled. All data and settings are retained. However you must read the appropriate IP Office Technical Bulletins for
the new IP Office Customer Call Reporter software and for the IP Office core software. They contain notes critical to the
upgrade process.
· Verify that your system meets the Database Requirements
with an upgrade.
12
and the Software Requirements
20
before starting
· During the upgrade, the username and password details used for the original database access are required.
· Backup the database
72
before starting with an upgrade.
· If the installer detects that it cannot upgrade the database due to size limitations (MS-SQL 2008 Express Edition R2
has a 10GB size limit), it displays a warning and cancels the installation. The options in this scenario are to either
upgrade to the MS-SQL to a licensed version of MS-SQL or to remove data from the database.
· Following an upgrade, log in as the administrator and go to the System Settings tab. In the Switches section,
select Modify and re-enter the IP Office switch details even if they have not changed.
· ! WARNING
Access to the IP Office Customer Call Reporter database should only be done by persons with MS-SQL experience.
Avaya does not accept any liability or responsibility for loss of data or other problems resulting from direct
database access. Changing the database may cause IP Office Customer Call Reporter to not function as expected.
Removing Data from the Database
Backup the database 72 before performing this process. In the Prerequisite\Tools folder of the IP Office Customer Call
Reporter installation files, locate the SQL script file PerformDeletion.sql.
Copy the file to a location on the server computer and open the file for editing with a text editor. The file contains values
that indicate the date for the oldest data to retain in the database when the script is run. Any earlier data will be
removed.
Edit the values to the date required by editing the three values shown below. Enter the date correctly, as the SQL
process does not apply any date validation logic.
SET @YEAR = 2009
SET @MONTH = 1
SET @DAY = 1
After editing the file, run the SQL script.
Upgrading to IP Office Customer Call Reporter 8.0
IP Office Customer Call Reporter 8.0 supports upgrade from only the previous two versions - 7.0 and 6.1. To upgrade
earlier versions of IP Office Customer Call Reporter, you must first upgrade your setup to one of the two previous
versions.
Note: You must upgrade the IP Office Customer Call Reporter database instance from SQL Server 2005 to SQL Server
2008 R2 Express with Advanced Services, SQL Server 2008 R2 Express, or any commercial edition of SQL Server 2008.
Advanced Services are required to support the Custom Reporting feature introduced in the 8.0 release.
Upgrading Database Instance to SQL Server 2008 R2 Express with Advanced Services
1. Having logged in as a local administrator on the database server, locate the CCR prerequisites folder and run /x86/SQL
Server 2008 R2/SQLEXPRADV_x86_ENU.exe or /x64/SQL Server 2008 R2/SQLEXPRADV_x64_ENU.exe depending on
the operating system installed on the server.
The SQL Server Installation Center window is displayed.
2. In the left pane of the SQL Server Installation Center window, click Installation.
3. In the right pane, click Upgrade from SQL Server 2000, SQL Server 2005 or SQL Server 2008.
The SQL Server 2008 R2 Setup window is displayed.
4. Check the I accept the license terms checkbox, and click Next.
The Upgrade to SQL Server 2008 R2 window is displayed.
5. In the Instance to upgrade list, select the IP Office Customer Call Reporter database instance (typically,
SQLEXPRESS), and click Next.
6. Click Next.
The upgrade of the database instance begins.
7. Click Close to complete.
Note: You must uninstall any previous version of SQL Server Management Tools before installing the 2008 or 2008 R2
version of the tools.
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Maintenance and Diagnostics: Upgrading CCR
5.5 Removing/Reinstalling CCR
IP Office Customer Call Reporter can be removed in the same was a most Windows applications. From the Control Panel
select Add or Remove Programs. Select IP Office Customer Call Reporter and Remove.
The database is not removed and the software pre-requisites are not removed.
Note that when IP Office Customer Call Reporter is removed, it uses an aggressive removal process. All files in the
application folder are removed and the folder is deleted.
When IP Office Customer Call Reporter is removed, the system will prompt you whether to remove housekeeping tasks.
Select No only if you are planning to reinstall IP Office Customer Call Reporter and want to retain the current
housekeeping tasks.
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5.6 Custom Call Mapping
There are 2 main aspects to the IP Office Customer Call Reporter call map which can be customized:
· Caller Location XML Files
These files used to match the caller's country, area and local area based on their caller ID number. The default files
supplied with IP Office Customer Call Reporter cover all country codes, the major areas in most countries and local
areas for major countries. The files are loaded when IP Office Customer Call Reporter is started. If any changes are
made the server must be restarted to load the updated files.
· The call matching for India and for the United States of America is done using requests to PTT services in those
countries rather than the XML call mapping files described here.
· Map Overlay KML Files
The call map is displayed over maps provided via Internet connection. In addition to this, an overlay can be
included on the map on which the customer can mark locations significant to them or their own customers. The
locations can be marked with custom pins, lines and areas. This is done using a file written in KML (Keyhole Markup
Language) which is supported by most on-line mapping applications.
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Maintenance and Diagnostics: Custom Call Mapping
5.6.1 Call Mapping XML Files
The map files supplied with IP Office Customer Call Reporter match all calls to a country and for most countries will
further match the call to a dialing area in that country. However, the files can be edited if required to add further details
and to match local codes within areas.
Note that editing the files will require the IP Office Customer Call Reporter services to be restarted so that IP Office
Customer Call Reporter updates the copies of the files that it holds in its cache memory.
· USA and India Call Mapping
The call matching for India and for the United States of America is done using requests to PTT services in those
countries rather than the XML call mapping files described here.
· Internet Access
Call mapping uses Internet requests from both the IP Office Customer Call Reporter clients and the servers. When
requests are made for location information, the IP Office Customer Call Reporter caches that data in order to
reduce the need for future requests.
· ! WARNING
Edit the map files only if you are confident with editing XML. Use an XML editor that provides functions for tag
insertion and validation so that the file structure is maintained correctly. An incorrectly formatted XML file may
cause call mapping lookups to fail.
The XML files used for the call map are stored in a compressed file on the IP Office Customer Call Reporter server. There
are three main types of file as described below, their contents and how they are used are similar.
1. Country_Codes.xml File
This file (there is only one) is used to match the calling number to a country code X. The match is done using the
first 4 digits excluding any leading zeros. When a match is found, the name and location information in the file is
associated with the pin used to represent the call on the map.
2. Area_Codes_X.xml Files
For each country code X, an optional area codes file can be used to improve the location match down to area Y. If
the file is present, the first 5 remaining calling number digits are checked against it for a possible area match. If
one is found, the associated information is added to the country code match.
3. Local_Area_Codes_X_Y.xml Files
For each area code Y in country code X, an optional file of local area codes can be used to further improve the
location match. If the file is present, the first 10 remaining calling number digits are checked against it for a
possible local area match. If one is found, the associated information is added to that from the area and country
code matches.
Common XML Tags
The following XML tags are used in all three different file types.
Tag Example
Descriptions
<Name>United Kingdom</Name>
Sets the name to be shown by pins matching the entry. If the entry does
not include <Location> and/or <BestView> information (see below), the
name is used to as part of the information request sent to the external
mapping service.
<Location>
Sets the location to be used the calls matching the entry. The nested sub
<Latitude>54.0710002183</Latitude>
tags for <Latitude> and <Longitude> contain the geographic location
<Longitude>-2.78399951756</Longitude> information in degrees decimal.
</Location>
If the matched entry does not contain any <Location> information, the
combined <Name> tag values of the country, area and local code matches
are used for a location lookup as described above.
<BestView>
<North>61.1023293435574</North>
<South>48.5473461449146</South>
<East>11.3827431946993</East>
<West>-17.72739328444</West>
</BestView>
Sets the positions of the boundaries for the map view when the Supervisor
selects Best View. When there are multiple pins on the map, the
boundaries are taken from the most southerly, northerly, easterly and
westerly values.
If the matched entry does not contain any <BestView> information, the
combined <Name> tag values of the country, area and local code matches
are used for a location lookup as described above.
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5.6.1.1 Example Mapping File Operation
The example below shows how a call from 0044 113 203 3222 is matched against the call mapping XML files in order to
resolve the location as being "Headingley, Leeds, United Kingdom".
1. Country Code Matching - The 'Country_Codes.xml' File
The first match uses the Country_Codes.xml file. The client looks for a match on the first 4 digits, ignoring any leading
zeros. If no match is found, it looks for a match on the first 3 digits, then the first 2 digits and then the first digit until a
match is found. The match provides a country name for the call and may also provide location and viewing information.
The <Location> information provides a location for the call pin. The <BestView> information provides boundaries for the
map when best view is selected. When there are multiple call pins, the <BestView> for each call is used to resolve the
most northern, eastern, southern and western boundaries for the view. If there is no <Location> or <BestView>
information for the entry, the <Name> value is checked for a match with the external geolocation service to obtain
<Location> and <BestView> information.
· Example
Using the first 4 digits after any leading zeros, having not found a match for 4411 and then for 441, the 44 in 0044
113 203 3222 matches the <CountryCode Code="44"> entry 44 in the Country_Codes.xml file. That entry
names the location as being the United Kingdom and provides location information.
<?xml version="1.0" encoding="utf-8" ?>
<CountryCodes>
<CountryCode Code="1">
<Name>United States of America</Name>
</CountryCode>
...
<CountryCode Code="44">
<Name>United Kingdom</Name>
<Location>
<Latitude>54.0710002183</Latitude>
<Longitude>-2.78399951756</Longitude>
</Location>
<BestView>
<North>61.1023293435574</North>
<South>48.5473461449146</South>
<East>11.3827431946993</East>
<West>-17.72739328444</West>
</BestView>
</CountryCode>
...
</CountryCodes>
2. Area Code Matching - The 'Area_Codes_44.xml' File
After matching a country code, the server looks for an area code match using the digit remaining after the matched
country code. For example, having matched the country code 44, the remaining digits are checked against the file
Area_Codes_44.xml.
If no such files exist, the country code match is used as the best match and no further matching is attempted.
If the file exists, the server looks in it for a match, the using the first 5 remaining digits, the first 4 remaining digits and
so on.
If no match occurs, the country code match is used as the best match and no further matching is attempted. If a match
is found, its details are appended to those of the country code match.
Like the country codes file, the entries in this type of file can also have <Location> and <BestView> information. If not
present Otherwise <Name> lookup is used to obtain that information. For the lookup, the <Name> values from the
country code match and the area code match are combined.
· Example
From 0044 113 230 3222, the leading zeroes and country code already matched are ignored.
· From the remaining digits 113 230 3222, the first 5 are used for area code matching, starting with 5 digits,
then 4, then 3 and so on.
· In this case, having not found a match for 11323 or 1132, the 113 matches the <AreaCode Code="113">
entry. This names the location as being Leeds and provides more accurate location information.
<?xml version="1.0" encoding="utf-8"?>
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<AreaCodes>
<AreaCode Code="07">
<Name>Mobile Network</Name>
</AreaCode>
...
<AreaCode Code="113">
<Name>Leeds</Name>
<Location>
<Latitude>53.7944926321</Latitude>
<Longitude>-1.54658854007</Longitude>
</Location>
<BestView>
<North>53.8869423419237</North>
<South>53.7018390744925</South>
<East>-1.33942678570747</East>
<West>-1.75375029444695</West>
</BestView>
</AreaCode>
...
</AreaCodes>
3. Local Code Matching - The 'Local_Codes_44_113.xml' File
After matching an area code, the server looks for a local code match on the remaining digits. For example, having
matched the country code 44 and area code 113, the remaining digits checked for a match against the file
Local_Codes_44_113.xml. If no such files exists then the previous matches are used as the best match.
If the file does exist, the server looks for a match, starting as before with the first 12 remaining digits. If no match
occurs then the previous area code match is used as the best match.
Like the country codes and area codes files, the entries in this type of file can also have <Location> and <BestView>
information or use <Name> lookup to obtain that information. For the lookup the <Name> values from the country code,
area code and local area code matches are combined.
· Example
From 0044 113 230 3222, the leading zeroes, country code and area code already matched are ignored. That
leaves the remaining digits 230 3222.
· The first 10 of the remaining digits are used for local code matching, starting with 10 digits, then 9, then 8 and
so on.
· In this case, having not found a match for 2303222 or 230322 or 23032, the 2303 matches the <LocalCode
Code="2303"> entry. This names the location as being Headingley.
<?xml version="1.0" encoding="utf-8"?>
<LocalCodes>
<LocalCode Code="2300">
<Name>Adel Leeds</Name>
</LocalCode>
...
<LocalCode Code="2303">
<Name>Headingley</Name>
</LocalCode>
...
</LocalCodes>
4. Final Matching for Pin Location
Each match that has occurred for the call can include <Location> and or <BestView> information. Only the information
from the last match is used. However if the last match does not contain either of those elements, the combined <Name>
information for the from the matches is used to request location and viewing information.
· Example
The last match for this call, the local codes match does not include an location or view information. The combined
names, 'Headingley Leeds United Kingdom' are used to request that information. The results are cached for use
with other calls from the same location in order to prevent successive requests.
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5.6.1.2 Editing the Mapping Files
The call mapping files are found on the IP Office Customer Call Reporter server in the C:\Program
Files\Avaya\IPOCCR\CCRWebClient\CallMapping folder. They are stored in the file CallMappingApplication.xap
which is a zipped archive file.
The following tools are required to edit the files:
· WinZip
This or a similar application is required to extract and replace files from the .xap file.
· XML Editor
The XML files use UTF-8 character encoding to support characters with diacritic marks such as ä. Some older plain
text file editors such as Notepad do not support this and would corrupt those characters. Use an editor that
supports UTF-8.
Tips
· The call mapping uses location information expressed in degrees decimal. If you only have access to the required
values in Degrees, Minutes and Seconds, convert using the formula Degrees + (Minutes/60) + (Seconds/3600).
· Remember that longer numbers will be matched first. For example, if there are entries for 1141 and 114 and the
digits to be matched are 11412, the match to 1141 will occur first.
Editing the Mapping Files
1. Start by making two copies of the CallMappingApplication.xap file in another folder location. One to be edited
and one to be kept as a backup.
2. Change the name of the copy being kept as a backup to identify it as such.
3. Change the extension of the copy for editing from .xap to .zip, ie. CallMappingApplication.zip.
4. Using WinZip or similar, extract the files.
· In this set of files, add any new XML file required or edit the existing files.
· Maintain the correct XML tag structure for the file.
5. Using WinZip or similar, put the updated and new files into the CallMappingApplication.zip file.
6. Change the name of the file back to CallMappingApplication.xap.
7. Use this file to replace the one in the \CCRWebClient\CallMapping folder.
8. Restart the IP Office Customer Call Reporter server.
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5.6.2 The Map Overlay File
KML (Keyhole Markup Language) is an XML language used to add place markers and objects to online maps. It was
originally developed by Google but is now a standard maintained by the Open Geospatial Consortium (OGC) (http://www.
opengeospatial.org/standards/kml)and supported by many mapping applications.
IP Office Customer Call Reporter supports the display of a KML overlay on the
customer map. For example, the customer below has an overlay that indicates the
broadcast areas of different television companies. By using this overlay, the
supervisor can visually gauge the effect of their advertising campaigns with the
different broadcasters.
IP Office Customer Call Reporter supports two methods for adding an overlay.
Whichever method is used, only the last overlay to be loaded is shown.
· A default KML file can be added to the file set on the server. That overlay will
then be automatically loaded when a supervisor starts the customer map.
· Once a supervisor is running the customer map, they can click on the icon to
browse to a local KML file and load that file.
A good tutorial for KML is provided by Google at http://code.google.com/apis/kml/documentation/kml_tut.html. There
are also a wide range of tools, such as Google Earth and Scribble Maps, which can be used to create a KML file by
drawing rather than having to manually code the file.
Though KML is a standard, the options that can be used and are displayed depend on which software is doing the
mapping. However, in most cases, any XML tags used that are not supported by an application are simply ignored. This
does mean that features added to a KML file that work in the tools used to create that KML may not work when the file is
used by IP Office Customer Call Reporter or another application.
A summary of the major types of object that can be specified in a KML file are:
Feature
Description
Placemarkers
These are text labels and icons placed
at a specific location. The placemarker
can also include a description which is
displayed when clicked.
IP Office Customer Call Reporter Support
Yes
· The <Description> element is not used.
· Placemarkers do not display a default icon if no icon is
specified. To add an icon it must be explicitly specified
in the style settings applied to the placemarker. The
icon image must be accessible via a web address
specified in the placemarker entry.
· By default, the placemarker icons are positioned
centrally on the specified location. The central
positioning causes icons such as pins or arrows to
appear to be wrongly positioned or to be moving as
you zoom in or zoom out. To overcome this, use icon
images with a transparent background such that the
visible pointer is at the center of the icon.
Paths
These are lines drawn that can be used Yes
to indicate a route or a boundary. For
example you could add lines to the KML
overlay dividing different sales areas.
· Polygons and paths are supported. However, since IP
Office Customer Call Reporter only uses a direct
overhead view, attributes such as altitude, extrude
and tessellate are ignored.
Polygons
These are shapes that can be used to
indicate the area of a building or some
significant landmark.
Yes
Ground
Overlays
These are pictures which can be
attached to a particular location.
No
· Ground overlays and screens overlays are not
supported and so will not be displayed if present in
the KML overlay file.
Screen
Overlays
These are pictures that can be attached No
to a selected edge of the map display
area.
· Ground overlays and screens overlays are not
supported and so will not be displayed if present in
the KML overlay file.
· IP Office Customer Call Reporter only supports a single overlay in the customer map view at any time. This will
either be the default KML if created or one loaded by the individual customer map user.
· IP Office Customer Call Reporter does not support the compressed KMZ format or dynamic KML files.
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Placemark Example
The XML below is an example of a placemarker useable with IP Office Customer Call Reporter. The <Style> section is
used to specify the icon to use for the location. Note the comments in the table above regarding the use of icon images.
<Placemark>
<name>IP Office TechPubs</name>
<Style>
<IconStyle>
<scale>0.8</scale>
<Icon>
<href>http://maps.google.com/mapfiles/kml/paddle/red-square.png</href>
</Icon>
</IconStyle>
</Style>
<Point>
<coordinates>-0.008836284947953965,52.05040885002961,0</coordinates>
</Point>
</Placemark>
Path Example
A path can be used to add a line or lines to the map. These can be used to separate different areas of the map, for
example to divide the map into different sales regions.
<Placemark>
<Style id="sh_ylw-pushpin">
</IconStyle>
<LineStyle>
<width>2.4</width>
</LineStyle>
</Style>
<LineString>
<coordinates>-2.680146289317991,51.57275436555602,0
-1.776984872718374,52.66416157063565,0 0.1170468810618597,52.89688880171811,0
</coordinates>
</LineString>
</Placemark>
Polygon Example
A polygon is a series of line which join to encompass an area and to which a fill color can be applied.
<Placemark>
<name>Luxoft</name>
<LookAt>
<longitude>-0.2272866330307488</longitude>
<latitude>51.80228560385747</latitude>
<altitude>0</altitude>
<range>156.1954261588477</range>
<heading>1.427702441655444</heading>
</LookAt>
<Polygon>
<outerBoundaryIs>
<LinearRing>
<coordinates>-0.2276117036078951,51.80266892039562,0 -0.2273490404018097,51.80177799
</LinearRing>
</outerBoundaryIs>
</Polygon>
</Placemark>
5.6.2.1 Editing the Default Overlay File
1. Start by making two copies of the CallMappingApplication.xap file in another folder location. One to be edited
and one to be kept as a backup.
2. Change the name of the copy being kept as a backup to identify it as such.
3. Change the extension of the copy for editing from .xap to .zip, ie. CallMappingApplication.zip.
4. Using WinZip or similar, extract the files.
· Replace the Default.kml file with your own file or edit the existing file.
· Maintain the correct XML tag structure for the file.
5. Using WinZip or similar, put the updated and new files into the CallMappingApplication.zip file.
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6. Change the name of the file back to CallMappingApplication.xap.
7. Use this file to replace the one in the \CCRWebClient\CallMapping folder.
8. Restart the IP Office Customer Call Reporter server.
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5.7 Database Actions
IP Office Customer Call Reporter 8.0 supports database backups run as a IP Office Customer Call Reporter housekeeping
task. These can be configured by supervisors with Self-Administer rights. Refer to the IP Office Customer Call Reporter
user guide for details.
· ! WARNING
Access to the IP Office Customer Call Reporter database should only be done by persons with MS-SQL experience.
Avaya does not accept any liability or responsibility for loss of data or other problems resulting from direct
database access. Changing the database may cause IP Office Customer Call Reporter to not function as expected.
5.7.1 Database Restore
Use this process as the last resort to restore the IP Office Customer Call Reporter database from a previous backup.
During this process, the IP Office Customer Call Reporter application and associated services including IIS will need to be
stopped.
· ! WARNING
Access to the IP Office Customer Call Reporter database should only be done by persons with MS-SQL experience.
Avaya does not accept any liability or responsibility for loss of data or other problems resulting from direct
database access. Changing the database may cause IP Office Customer Call Reporter to not function as expected.
1. Stop the IP Office Customer Call Reporter services
79
.
2. Using the IIS Manager, stop the IIS default website.
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Maintenance and Diagnostics: Database Actions
3. Start MS-SQL Server Management Studio Express. In the navigation pane, expand Management and double-click
on the Activity Monitor.
4. Right-click and kill the processes connected to the AvayaSBCCRT database. Click Refresh to check that the
processes have stopped. Leave the Activity Monitor window open as it may be required to kill any process
connections that automatically restart before the database restoration is completed.
5. In the navigation pane, expand the Databases node in the tree.
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6. Right-click on the AvayaSBCCRT database and select Tasks | Restore | Database.
7. Select the previous backup that you want to use for the restore action. Select the check box next to the backup.
8. Click on Options on the left and select Overwrite the existing database.
9. Click OK. The progress of the restoration will be indicated. If an error occurs stating that the restore cannot
proceed due to connections to the database, recheck the activity monitor.
10.If the restore is used to move the database to a new or different install of SQL, you will also be required to restore
the orphaned database users 75 before restarting the IP Office Customer Call Reporter server.
11.Once the restore has been completed, restart the IP Office Customer Call Reporter server.
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Maintenance and Diagnostics: Database Actions
5.7.2 Restoring Orphaned Database Users
During the installation of IP Office Customer Call Reporter, the IP Office Customer Call Reporter database is created in
MS-SQL and 2 SQL users are created for use by the IP Office Customer Call Reporter services to read and write
information from the database. The details of those database users are stored in the database. Those details include an
SID that is specific to the particular installation of MS-SQL.
If the IP Office Customer Call Reporter database is moved to another installation of MS-SQL, the SID details stored with
the 2 database users needs to be updated using the process below.
· ! WARNING
Access to the IP Office Customer Call Reporter database should only be done by persons with MS-SQL experience.
Avaya does not accept any liability or responsibility for loss of data or other problems resulting from direct
database access. Changing the database may cause IP Office Customer Call Reporter to not function as expected.
1. In Microsoft SQL Sever Management Studio Express, right-click on the AvayaSBCCRT database and select New
Query.
2. Enter the query EXEC sp_change_users_login 'Report' and click on Execute.
3. The Results tab below the query window will list the orphaned users - AvayaSBCCUser, AvayaSBCCManager,
and AvayaSBCCReader.
4. In the query window change the query command to EXEC sp_change_users_login 'Auto_Fix',
'AvayaSBCCUser' and click Execute.
5. In the query window change the query command to EXEC sp_change_users_login 'Auto_Fix',
'AvayaSBCCManager' and click Execute.
6. In the query window change the query command to EXEC sp_change_users_login 'Auto_Fix',
'AvayaSBCCReader' and click Execute.
7. Complete the database restoration by restarting the IP Office Customer Call Reporter server.
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5.8 Event Logging
The various components of IP Office Customer Call Reporter 59 write event messages to the server computer's event log.
The tables below lists the application event log messages that may appear for IP Office Customer Call Reporter.
Information Events
Event
Description
1001
The Data Analyzer Service established communication with the IP Office.
1002
The Data Analyzer Service established communication with the Realtime Calculation Service.
1003
The Realtime Calculation Service established communication with the Database.
1004
The Historical Reporting Service established communication with the Database.
1005
The Management Service established communication with the Database.
1006
The Data Analyzer Service started.
1007
The Management Service started.
1008
The Realtime Calculation Service started.
1009
The Historical Reporting Service started.
1010
The Client started.
1011
The Report Scheduler Task started.
1012
The Printer Discovery Service started.
1013
The Report Scheduler Task established communication with the Historical Reporting Service.
1014
The Database Monitor Service started.
1015
The Client established communication with the Management Service.
1016
The Client established communication with the Historical Reporting Service.
1017
The Client established communication with the Printer Discovery Service.
1018
The Client established communication with the Realtime Calculation Service.
1019
The Report Scheduler Task stopped.
1020
The Database Monitor Service established communication with the Database.
1021
The Report Scheduler Task established communication with the Management Service.
2001
The Data Analyzer Service experienced communication failure with the IP Office.
2002
The Data Analyzer Service experienced communication failure with the Realtime Calculation Service.
2003
The Realtime Calculation Service experienced communication failure with the Database.
2004
The Historical Reporting Service experienced communication failure with the Database.
2005
The Management Service experienced communication failure with the Database.
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Maintenance and Diagnostics: Event Logging
Event
Description
2006
The Client experienced communication failure with the Management Service.
2007
The Client experienced communication failure with the Realtime Calculation Service.
2008
The Client experienced communication failure with the Historical Reporting Service.
2009
The Data Analyzer Service stopped.
2010
The Management Service stopped.
2011
The Realtime Calculation Service stopped.
2012
The Historical Reporting Service stopped.
2013
The Printer Discovery Service stopped.
2014
The Report Scheduler Task experienced communication failure with the Historical Reporting Service.
2015
The Database Monitor Service stopped.
2016
The Client experienced communication failure with the Printer Discovery Service.
2017
The Client stopped.
2018
The Database Monitor Service experienced communication failure with the Database.
2019
The Report Scheduler Task experienced communication failure with the Management Service.
3001
The Data Analyzer Service is initializing communication with the IP Office.
3002
The Data Analyzer Service is initializing communication with the Realtime Calculation Service.
3003
The Realtime Calculation Service is initializing communication with the Database.
3004
The Historical Reporting Service is initializing communication with the Database.
3005
The Management Service is initializing communication with the Database.
3006
The Data Analyzer Service is initializing.
3007
The Management Service is initializing.
3008
The Realtime Calculation Service is initializing.
3009
The Historical Reporting Service is initializing.
3010
The Client is initializing.
3011
The Report Scheduler Task is initializing.
3012
The Printer Discovery Service is initializing.
3013
The Report Scheduler Task is initializing communication with the Historical Reporting Service.
3014
The Database Monitor Service is initializing.
3015
The Client is initializing communication with the Management Service.
3016
The Client is initializing communication with the Historical Reporting Service.
3017
The Client is initializing communication with the Printer Discovery Service.
3018
The Client is initializing communication with the Realtime Calculation Service.
3019
The Database Monitor is initializing communication with the Database.
3020
The Report Scheduler Task is initializing communication with the Management Service.
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5.9 Windows Task Scheduler
Reports and tasks scheduled by IP Office Customer Call Reporter supervisors appear both in the supervisor's Scheduler
tab and in the Windows Scheduled Tasks windows on the IP Office Customer Call Reporter server computer.
While the report tasks can be amended or deleted in the Windows Scheduled Tasks windows those changes will be
overwritten by the IP Office Customer Call Reporter application.
If IP Office Customer Call Reporter is removed, scheduled reports and tasks are not necessarily removed from the
Widows task scheduler. These should be deleted manually. If these orphaned tasks are not removed and IP Office
Customer Call Reporter is then reinstalled, those orphaned tasks can cause a communication failure to be reported by the
Historic Reporting service.
5.10 Windows Task Manager
The screen-shot below shows the IP Office Customer Call Reporter components that appear in the Windows Task Manager
on the IP Office Customer Call Reporter server computer. To stop and restart any of these, restart the appropriate
Windows Services 79 .
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Maintenance and Diagnostics: Windows Task Manager
5.11 Services
The following services are installed and run by IP Office Customer Call Reporter. The services are also shown in the web
client's Status screen. Use the web client to restart services when such an action is required. Refer to the IP Office
Customer Call Reporter user guide.
· Avaya IP Office Customer Call Reporter Real Time Service
Restarting this service will reset all view statistics for all agents and supervisors.
Service Notes
· Printer Discovery Service
If the Printer Discovery Service account details are changed then reports can no longer be scheduled. This is
because the account details are stored by the service on installation and has no provision for a potential change.
5.12 Using HTTPS
If secure access is required for IP Office Customer Call Reporter the IIS can be configured to use HTTPS. This can be
configured through the IIS Manager. For details refer to http://learn.iis.net/page.aspx/144/how-to-set-up-ssl-on-iis-7and-above/.
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5.13 IIS Application Pool
During installation, a separate application pool is created in IIS for the IP Office Customer Call Reporter services. The
settings of this application pool should only be adjusted if you are familiar with IIS administration.
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Chapter 6.
Appendix
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6. Appendix
6.1 History
The following sections summarize recent changes to the IP Office Customer Call Reporter application.
6.1.1 What Was New in IP Office Customer Call Reporter 7.0
This version of IP Office Customer Call Reporter is supported with IP Office Release 7.0.
· Statistics
The following changes have been made for the statistics:
· SYSTEM Values
In addition to using statistics to display queue or agent values, for many statistics a system value can also be
displayed. The value will be the total or weighted average for all the IP Office Customer Call Reporter queues
and agents. System statistics can be used in the dashboard and as a row in monitor views. Alarms and
warnings are not applied to system statistics.
· Display Accuracy/Standardization
Many statistics were previously displayed to two decimal points. These are now rounded to a single decimal
point. This change applies to statistic display in the dashboard, monitor, wallboard and reports. Time values are
standardized as hours:minutes:seconds except average speed of answer (just seconds).
· Wallboard
The following changes have been made to wallboards:
· Wallboard Logout
The wallboard display now includes a log out icon that can be used to return to the IP Office Customer Call
Reporter login screen.
· Wallboard Animation Settings
The Silverlight animation settings can be accessed and adjusted to optimize CPU usage on PCs that are not
dedicated to wallboard display only.
· Reports
The following changes have been made to reports:
· Inline Display
When manually viewing a report, the report results are displayed in the main IP Office Customer Call Reporter
windows rather than requiring a pop up window. Use of a separate popup window can be enabled if desired.
· Saved Reports
When reports are run manually, a copy of the report results are saved with a time and date stamp. These saved
reports are kept for a period (up to 12 months) set in the supervisors account settings. The saved reports can
be viewed again at any time without having to reprocess the data.
· Daily Reports On/Off
For automatic reports scheduled to run daily, an additional scheduling option is available to disable the running
of a daily report at weekends.
· one-X Portal for IP Office Agent Control Gadget
IP Office Customer Call Reporter agents who also use the one-X Portal for IP Office now have an Agent Control
gadget displayed in their portal. This gadget allows them to:
· change their state between Available, After Call Work and Busy Not Available.
· select a Reason Code when entering Busy Not Available.
· see and select which of their queue memberships are currently enabled or disabled. The IP Office administrator
can configure for which queues an agent can change their membership status.
6.1.2 What Was New in IP Office Customer Call Reporter 6.1
This version of IP Office Customer Call Reporter is supported with IP Office Release 6.1.
· Microsoft SQL 2008 Support
IP Office Customer Call Reporter is now supported using Microsoft SQL 2008.
· Visual Redesign
Some elements of the browser display have been redesigned.
· Many of the tabs used by Supervisors to move between the available pages have been replaced by icons.
· The color used for warnings has been changed from yellow to orange.
· New Supervisor Pages
Supervisors are able to access two new pages of call information in addition to the monitor views that they share
with their agents.
· Dashboard Display
The dashboard display is the default page displayed to a supervisor when they login. They can customize it to
display a combination of up to three graphs and data display elements.
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Appendix: History
· Customer Map
Supervisors can display and configure a map that will plot calls based on caller ID numbers. The map can be
used to show a combination of historical and realtime calls on a geographic map.
· Control Agent State
Supervisors can now force a change to an agent's status. For example, to log an agent out or enable/disable an
agent's queue membership. The IP Office Customer Call Reporter administrator configures which supervisors have
this function. This feature requires the IP Office Customer Call Reporter server to have access to a one-X Portal for
IP Office integration. It does not require the agent or supervisor to be one-X Portal for IP Office users.
· New Statistics
The following new statistics are available for use in views.
· Agent Productivity
· Talk Average
· Talk Inbound
· Talk Inbound
Average
· Talk Internal
· Talk Outbound
· Talk Outbound Average
· Talk Total
· Report Templates
The follow changes have been made for historical reporting.
· The Call Summary Report now includes Average Answer Time when reporting on agents (previously this
value was blank when reporting on an agent or agents).
· A new template called the Agent Report Card template has been added. It provides historical reporting on
the Performance and Talk Time statistics.
· Message Color
When scheduling a wallboard message, supervisors can now select the color for the message.
· IP Office Customer Call Reporter Help
IP Office Customer Call Reporter help is now also available in French and Latin Spanish.
· Wallboard Controls
The wallboard Background and Content Settings now include options to adjust the animation effect applied to
changing statistic values and the aspect ratio used for the display of the wallboard elements.
6.1.3 What Was New in IP Office Customer Call Reporter 1.2
This version is supported with IP Office Release 5 and IP Office Release 6 core software. It adds the following new
features:
· Windows 2008 Server Support
Support for installation on Windows Server 2008 systems. That includes both 32-bit and 64-bit systems.
· IP Office Switch Configuration
IP Office switch discovery and selection is no longer part of the IP Office Customer Call Reporter software
installation. Instead the IP Office switch details can be edited manually by the IP Office Customer Call Reporter
administrator after software installation.
· Maximum Database Size Configuration
The maximum MS-SQL database size can now be set by the IP Office Customer Call Reporter administrator. The IP
Office Customer Call Reporter will then provide warnings and take housekeeping actions when the actual database
size approaches the configured maximum size.
· Supervisor Scheduled Housekeeping Tasks
Through the scheduler tab previous used for historical reports, supervisors with Self Administer rights can now
also configure a number of house keeping tasks. Housekeeping tasks configured by one supervisor can be seen by
other supervisors. Each task can be configured to run with a specified frequency or just once. The housekeeping
tasks include:
· Reset Realtime Statistic
Reset the statistics shown in all supervisor, agent and wallboard views.
· Re-Index Database
By default this task is already scheduled and occurs at 23:00. Re-indexing the database allows reports to run
faster, however during the actual re-indexing the response of IP Office Customer Call Reporter is slowed.
· Reset Web Services
By default this task is already scheduled and occurs at 02:30.
· Update Database Statistics
This task is similar to Rebuild Database Indexes but does not include the database re-indexing part of that
action. Following this, action reports will run slightly faster, however while the action is being performed it has
less of an effect on the response of IP Office Customer Call Reporter than the Rebuild Database Indexes
action.
· Backup Database
The backup database is placed into the default MS-SQL backups folder with a date and time prefix to the file
name.
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· Wallboard Display Mode
In addition to creating supervisor accounts, the administrator can also add wallboard accounts. When a browser is
logged in using a wallboard account it displays real-time data on queues and agents in a style intended for display
on large screen monitors being used a wallboards.
· Each IP Office Customer Call Reporter supervisor license instance enables one supervisor login and also one
wallboard login.
· The wallboard display mode requires the web browser being used to support Microsoft Silverlight.
· The wallboard display can include combinations of queue and agents statistics from all IP Office Customer Call
Reporter queues and agents. For each statistic displayed, alarm and warning settings can be applied and, where
appropriate, inclusion of internal and or external calls can be selected.
· In addition to IP Office Customer Call Reporter statistics, a number of other items can be selected for the
wallboard display such as:
· Title
A customizable text title can be added to the wallboard display.
· Logo
A logo picture file can be uploaded for display in the wallboard.
· Agent League Table
A dynamic table showing the top, the bottom or a combination of the top and bottom agents for a selected
queue and statistic.
· Graph
Display a graph of a selected queue statistic over time.
· Supervisor Messages
IP Office Customer Call Reporter supervisors can configure scheduled messages which appear in the
message bar of selected wallboards.
· Report Changes
The following changes have been made to the historical report templates:
· IP Office Connection Loss Reporting
If the data analyzer component of IP Office Customer Call Reporter is unable to connect to the IP Office system,
it will record details in the IP Office Customer Call Reporter database. Any reports run that cover the same
period as a lose of connection will include details of the connectionless period in the report.
· Call Summary Report Template Changes
In the Call Summary Report template, the Total Calls column is now Call Interactions and does not include
No Answer calls. An additional column, Customer Calls, which is the number of unique calls has been added.
· Call Details Report Template Change
In the Call Details Report template, the summary sections now include totals for Customer Calls and Call
Interactions.
6.1.4 What Was New in IP Office Customer Call Reporter 1.1
Supported with IP Office Release 5 core software only. Added support for the web client running in German.
6.1.5 What Was New in IP Office Customer Call Reporter 1.0
First release version of IP Office Customer Call Reporter. Supported with IP Office 4.2 Q2 2009 and higher versions of IP
Office 4.2 core software.
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Index
Index
.
.NET 20, 27
2
2003 13, 18, 20
2008 13, 18, 20
2008 Express Edition 12
3
32-bit 13, 18, 20
6
64-bit 13, 18, 20
A
Acrobat 20
ACW 55
Button 54
Add
Agent 49
Queue 49
Administrator 8
Creation 39
Adobe Acrobat 20
After Call Work
Controls 54
Time 54
Agent 32, 50
Add 49
Delete 49
Agent Configuration 32, 50
Agent Group 32, 52
Agent States 42
Agent Status on No Answer 53
Agents 8
application pool 80
ASP.NET 23
Audio 10
Automatic
After Call Work 54
Automatic Backup 12
B
Backup 12
Brazilian 10
Business 10
Busy Not Available 53
Button 54
Button Programming 55
C
Call Limit 12
CCC 14, 30
CCR Agent 14, 30, 32, 50
CCR Agent Group 32, 52
CCR CCC UPG 14, 30
CCR Sup 14, 30
Change Login Code 55
Chrome 10
Citrix 10
Clear ACW 54
Clear After Call Work 55
Client 8
Client application
Part 8
Client Provider 8
Compact Contact Center 14
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IP Office 8.0
Contains 8
Control Panel 63
Control Unit 8
CRS login 8
Crystal Reports 20
Viewer 59
D
Data Analyzer 8
Service 35, 59
database 8, 35, 72
Monitor 59
Size 12
Default After Call Work Time 54
Delete
Agent 49
Queue 49
Delta Server 14
Diagnostics 59
Distributed hunt groups 10
DND On 55
Do Not Disturb 55
Do Not Disturb Off 55
Do Not Disturb On 55
Dutch 10
E
E-mail 39
Email Server 8
English 10
Enterprise 10
Event Logging 76
Excel 20
Explorer 10
Express Edition 12, 20
Extension 39
Extn Login 55
Extn Logout 55
F
Feature Key 30
Firefox 10
Firewall Settings 42
Force Agent State 42
Force Login 32, 50
French 10
Full Name 39
G
German 10
Google Chrome 10
H
Hard Disk 13, 18
help 10
HGEna 55
Historical Reporting Service 35, 59
Home Premium 10
Hot desking 10
HTTPS 79
Hunt Group (Queue) Configuration 52
Hunt Group Disable 55
Hunt Group Enable 55
I
IIS 23
IIS administration 80
IIS Setup 23
IIS Web Server 8
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Installation 35
Internet Explorer 10
IP Office 8, 22
IP Office Configuration 49
IPOCCR
Data Analyzer Service 35
Database 35
Historical Reporting Service 35
Management Service 35
Real Time Calculation Service 35
Web Client 35
Italian 10
J
Javascript 10
L
Languages 10
License Installation 30
Licenses 8
Login 55
Login Code 32, 50, 55
Logout 55
M
Maintenance 59
Management Service 35, 59
Management Studio Express 20
Media Player 10
Microsoft 8
Excel 20
IIS V6 8
SQL 2008 12
SQL 2008 Database 8
SQL 2008 Express Edition 12
Windows Server 2003 13, 18, 20
Windows Server 2008 13, 18, 20
Word 20
Mozilla 10
MS-SQL 2008 8, 13, 18
Express Edition 20
MS-SQL Configuration 41
MS-SQL Service 59
N
NET 20, 27
NET Framework 20, 27
Network Printer 46
Networked Printer 8
O
Operating System 13, 18
Operating Systems 10
orphan 75
Overview 35
P
Password 39
pool 80
Pop-ups 10
Portuguese 10
Printer 8, 46
Printer Discovery Service 59, 79
Processor 13, 18
Queue Configuration 32
Queue) Configuration 52
Queueing 32, 52
Queuing On 32, 52
Quick Time 10
R
RAM 12, 13, 18
Read all configuration 22
Real Time Calculation Service 35, 59
Real Time Service 79
Reason Codes 53
Remote hot desking 10
Remove
Agent 49
Queue 49
Removing 63
Rename
Agent 49
Queue 49
restore 72
Rights Groups 22
Russian 10
S
Safari 10
SCN 10
Security Settings 22
Serial Number 30
Server 2003 13, 18, 20
Server 2008 13, 18, 20
Service User 22
Services 79
Short Codes 54, 55
SID 75
Small Business Server 2003 13, 18, 20
Small Community Network 10
SMTP Email Server 8
SMTP Email Testing 34
Software Installation 35
Spanish 10
SQL 2008
Database 8
Express Edition 12
SQL Server 2008 Services 41
SQL Server Management Studio Express 20
SSA 10
Start ACW 54
Start After Call Work 55
Status Lamp 61
Status on No Answer 53
Supervisor Settings 54
Supervisors 8
System Status 22
System Status Access 22
System Status Application 10
T
Q
T3 Phone Support 10
Task Manager 78
Task Scheduler 59, 78
Telnet 34
Triggered 56
Queue
Add 49
Delete 49
Ultimate 10
Unsupported 53
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U
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Index
Upgrading 62
Username 39
V
Vista 10
Visual J# 2.0 Runtime 20, 27
Voicemail Pro 56
Voicemail Report 56
Voicemail Server 8, 10
W
Web Browsers 10
Web Client 35
Web Client Service 59
Web Server 8
Web Service Extensions 23
Windows
Firewall 42
Media Player 10
Safari 10
Server 2003 13, 18, 20
Server 2008 13, 18, 20
Task Manager 78
Task Scheduler 78
Word 20
X
XP Professional 10
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Performance figures and data quoted in this document are typical, and must be
specifically confirmed in writing by Avaya before they become applicable to any
particular order or contract. The company reserves the right to make alterations
or amendments to the detailed specifications at its discretion. The publication of
information in this document does not imply freedom from patent or other
protective rights of Avaya or others.
All trademarks identified by the ® or ™ are registered trademarks or trademarks,
respectively, of Avaya Inc. All other trademarks are the property of their
respective owners.
This document contains proprietary information of Avaya and is not to be
disclosed or used except in accordance with applicable agreements.
© 2012 Avaya Inc. All rights reserved.
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IP Office 8.0
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