Home

Avaya Activity Reporter Client Version User's Manual

1. gt ACTIVITY REPORTER Login Not logged in Microsoft Internet Explorer provided by Rogers Hi Speed Internet BAA STEN EN LE http tocalhost 3910 09in html M 42 3 soog ID y Search web Pr Enews Galery ven s Maps sk Favorites PCHealth ES Spaces JMal 1 z We dr gt ACTIVITY REPORTER Login Not logged in f dv pe G Tools gt ACTIVITY REPORTER Login Validation Enter your authorization information User Name ms Password RS Powered By Resource Software International Ltd RSI Copyright C 2006 Nortel Networks Limited and its licensors All rights reserved SS otintranet 100 Figure 1 Login Page For future convenience it is recommended you use the browser s Add to favorites feature under the Favorites menu item to bookmark this link 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 13 Powered by Resource Software International Ltd RSI Access to the software is restricted to authorized Activity Reporter user accounts Contact your Activity Reporter Administrator to obtain an account Enter a valid User Name and Password into the corresponding boxes and press the Login button For information on how to create Activity Reporter acco
2. Select the Database Settings sub menu from the Configure menu Next select the Line Numbers menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges The Lines page should now be visible Next click the check box located to the left of the line information you wish to delete Press the Delete button located at the bottom of the screen A prompt confirming your deletion request should now be visible on your screen Welcome Administrator D Lines P Phone Number Department Mias2 212 555 2223 Windows Internet Explorer Select the line s you ES wish to delete Ces ui EE Press cancel to return to line list oe Jena Delete Figure 14 Deleting Line Information Press the Ok button to delete the line information You have now successfully deleted line information from the Lines database O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 31 Powered by Resource Software International Ltd RSI Modifying Line Information The Activity Reporter Line database should be updated each time your organization s line information changes For example update this database if a line number phone number or its assigned department changes Maintaining an u
3. The activity report software maintains the status of each scheduled task Examine a tasks status to view its execution schedule identify the last time it was executed and the last execution result i e successful Use the following instructions to view a scheduled task s status 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Task Scheduler menu item from the My Reporter menu The Task Scheduler page should now be visible on your screen 3 View a scheduled task s status by clicking and expanding the selected task status button i e click the task s left most plus sign The task s current status should now be visible gt ACTIVITY REPORTER Click and expand a Welcome Administrator task s Status plus Task Scheduler P sign to view its Number of ret current status Report Definition Schedule Demo Repo Template Account Code Detail amp Cl Every 1 Hour from 12 05 2006 23 Weekly Sales Report Template Extension Detail amp Class Every 1 Week from 05 14 2007 0 Property Name Property Value Every 1 Week from 05 14 2007 01 01 Maximum Number of Tries 3 Wait Before Retrying min 5 Tries Made o Last Error Code 0 Last Error Description Date Time of Last Run Date Time of Next Run Current Status The task status information is displayed here Information presented includes the task s execution schedul
4. EEE Type your new New password ee E password into this box Confirm new password Verify your new Change Password Cancel password by typing it a second time into this box Figure 69 Change Account Password Page 3 Type your existing password into the Your current password box 4 Type your new password into the New Password box 5 Verify your new password by typing it a second time into the Confirm new password box 6 Press the Change Password button to update your password You have now successfully changed your account password Prevent unauthorized access to your Activity Reporter software by routinely changing your account password e g monthly For security reasons Nortel recommends passwords be a minimum of 8 characters in length and contain both characters and numbers 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 93 Powered by Resource Software International Ltd RSI Accessing the On Line Help Activity Reporter contains on line help Consult this help system for details on how to use this software The help system contains easy to follow instructions on how to configure your software generate reports perform maintenance functions etc You can access the help system by using one of the following methods
5. RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 3 Powered by Resource Software International Ltd RSI REPORTS unionens knee eege EVERE ina Ge sk kast 50 Selecting EN E 50 Detail R ports uassaeranestamnm ensartede E anaes SEENEN ENEE EEEN 51 Summary IEN 51 CDR REPONS ve 52 Detail Repor EE 52 S mmary Repol E 52 Custom Call Routing Reports Lad oasrneedepemke esse rae saadan 53 Detail Reports csccieiitasnccssigcevencasseceanscceteavenvicea ptieestawensncediwaestwecetatueusimetuncacs een eearahavaspe 53 SJU DET PROCS EE EN EE NERE 53 Hnt Group Reports E 53 Detail REPOM EE EE 53 S mmary RS 54 Voice MER 54 Detail REPOItS sepre Eer AAEE ANEREN AATE E EEEN RENARE 54 SAMEN REPONS EE 54 Generating Eg E 55 Creating Modifying a Report Template 2 ecccceeeeeeseeeeeeeeeeeeeeensneeeeneceneeeessnseeaaeeseneeseenenneneees 61 C st mizing Report PICA GIS EE 65 Report Repository EE 66 Viewing PS SOON ERE EE EE ENE DE 66 811 1005 EE 68 USING THE TASK SCHEDULER wstiwininicesanedasandsdrencaiseciaivinwidncaniecntubntedunbsticdidmentatacbadnsieiasinsumeaadneniiineianue 69 Creating Modifying a Scheduled New Task rannnnrrnrnnnnnnnannnnrrvrnnnnnnnnnrnnnnnnnrnnnnnnernrrrnnnnrrrennnnnsntnnnnnnnnne 70 Deleting a Scheduled Task SER NE NR 73 Modifying a Scheduled Task s Email Options Lucsmunsmnuisseemsmmisdnumsrkeivuimnsnest ju
6. to copy a database backup file to another computer If the backup file is stored on the Activity Reporter Server only then either a hardware or disk failure on this computer may result in your data being lost Copying the backup file to another computer i e your corporate file server a computer that is regularly backed up by your network administrator will allow you to rebuild your Activity Reporter Web server and prevent data loss O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 89 Powered by Resource Software International Ltd RSI Clear System The Activity Reporter Clear System function can be used to selectively clear all data from the Activity Reporter database tables and log files The Clear System tool should be used with extreme care Activity Reporter Databases or logs that have been cleared cannot be recovered As a precautionary measure we recommend you perform a database backup see Backup Database prior to using the Clear System tool Use the following instructions to access the Clear System tool 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Maintenance menu item from the Admin menu Next select the Clear System menu item The Clear System page shou
7. Filter Lists and Descriptions 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 65 Powered by Resource Software International Ltd RSI Customizing Report Headers Every Activity Reporter report contains a report header body and footer The information displayed in the report header includes company logo report name report description report generation date company name and address sample report header is pictured below Page 1 2 Report Name cb Extension Detail N RT E L 3 Report Description p Detail information by extension number 4 Report Creation Date kr Mon Jan 22 2007 15 00 35 EST 5 Company Name ABC COMPANY 6 Company Address 123 Straet Crt Somewhere State 1 Company Logo 2007 08 11 15 54 28 2140 0241 00 00 11 Columbus 6142684442 I 00 00 00 Figure 47 Report Header Sample The report header information can be modified utilizing the Activity Reporter Common Settings Please note only users with Administrator privileges can customize report header information Use the following instructions to modify the company logo name and address information 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Common Settings menu item from the Configure m
8. For security purposes and to maintain system stability only operators with Administrator privileges can delete accounts Use the following steps to delete an Activity Reporter account 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Security Account option from the Admin menu Note The Admin menu will only be visible if the account used in step 2 has administrator privileges 4 Click the check box located to the left of each account that you wish to delete 5 Press the Delete button located at the bottom of the screen A prompt confirming your deletion request should now be visible on your screen Administrator Administrators porrer j User Users sekkene Mike Users desk teak teak te p Do you really wish to delete all selected records Press Ok to proceed Press cancel to return JH Select the accounts you wish to delete OK Cancel Figure 5 Deleting an Account 6 Press the Ok button to delete the account You have now successfully deleted an Activity Reporter account 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 19 Powered by Resource Software International Ltd RSI Modifying an Account An Activity Reporter account p
9. List P Call Detail Reporting ig Detail Reports Account Code Detail Select a report to generate Chronological Detail by clicki ng its name Extension Detail Line Detail Summary Reports Account Code Summary Call Type Summary Country Summary Department Summary Extension Summary Frequently Called Numbers Figure 35 Call Detail Report Menu 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 56 Powered by Resource Software International Ltd RSI 3 Click the Extension Detail Report item The Extension Detail Report user interface should now be visible on your screen TIVJI TV BD DORT T dc ei lo Home Views Report Help My Reporter Detail Eh E amp W Figure 36 Extension Detail Report Parameters Note Activity Reporter users with administrator privileges may see additional options and buttons on the above screen The Report Parameters box located in the middle of the above screen contains four distinct sections Report Template and Report Layout Filter By Format and View Mode The selected Report Template controls the content and appearance of a report see The Report Layout determines how the information on the report is organized or grouped Click the Report Layout drop down list an
10. Picker dialog box Use the following dialog box to select the desired From date e Date Picker Webpage Dialog EN May 2007 EM v 2007 v Figure 19 Date Picker Dialog Box Alternatively if you press the filter button associated with the Department User filter the Select User s dialog will be displayed 3 Select User s Webpage Dialog Search gt gt All Bis ee Bo All 8 LEONARD JAMES lige Cancel Figure 20 Select Users Dialog Box Add Users and or Departments to your filter by clicking its corresponding check box In the above example Leonard James has been added to the filter Please note the filter can contain more than one user and or department Click either the department name or its All option to quickly select all users in a department 5 Repeat steps 3 and 4 for each filter item you wish to set For a list of and description of Activity Reporter filters please see Filter Lists and Descriptions O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 36 Powered by Resource Software International Ltd RSI 6 Once all filter tems have been selected press the Apply button to perform your database search Any records that match your filter criteria will be displayed within the database viewer NORTEL gt ACTIVITY R
11. RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 16 Powered by Resource Software International Ltd RSI Adding an Account There are two types of Activity Reporter accounts Administrators and Users For security purposes and to maintain system stability only operators with Administrator privileges can create accounts Use the following steps to create a new Activity Reporter account 1 2 Launch the Activity Reporter software see Login using an account with administrator privileges i e the administrator account Select the Security Account option from the Admin menu Note The Admin menu will only be visible if the account used in step 2 has administrator privileges Press the Add button located on the bottom of this screen A new account will be added to the bottom of the account list TI Administrator Administrators Hekate J User Users kk a Mike Users y ecccece Type the new account Use the drop down list box to Type the new account login name here select the account role privileges password here i e administrator or users Press the Save button to add the new account Figure 4 Adding an Account Enter the account name into the Login box e g Mike Next set the account privileges by selecting either Users or Administrators from the Role Privileges drop down box Administrators have access
12. about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 86 Powered by Resource Software International Ltd RSI Backup Database Performing a Database Backup at regularly scheduled intervals e g weekly bi weekly monthly etc protects you from data loss resulting from either hardware failure or database corruption Nortel strongly recommends you perform a backup database operation at least once per week Use the following instructions to access the Purge Data tool 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Maintenance menu item from the Admin menu Next select the Backup Database menu item The Backup Database page should now be visible on your screen NORTEL gt ACTIVITY REPORTER Welcome Administrator Backup Database P To start backup operation press Backup button below Press the Backup button to perform a database backup Figure 66 Database Backup Page 3 Press the Backup button to perform a database backup A dialog box confirming the success or failure of your database backup will be displayed If the database backup operation fails consult the Main System log see System Log Files for additional details You have now successfully performed a database backup You can restore a backed up database by utilizing the Activity Reporter D
13. gt ACTIVITY REPORTER Home Configure Views Report Admin Help My Reporter Welcome Administrator E Views Change to a different page by clicking Cal Detail View v H r Be i either the lt Previous Next gt or desired E ii page number button Alternatively type Gr SES TC Si the desired page number into the page E i number box and then press enter Account C 04 05 2007 10 28 52 Unknown 2281 61 3 503 4 13 04 05 2007 10 11 33 Unknown 2284 62 Q 502 13 04 05 2007 09 57 05 Unknown 228361 Chicag 13127235535 OD 501 13 04 05 2007 09 50 03 Unknown 228163 L s Angeles Downtown 12132315717 o 500 13 04 05 2007 09 36 42 Unknown 2284 61 Toronto 14162211234 Oo 13 04 05 2007 09 27 01 228261 FRANCE 01133525152351 O 2 04 05 2007 09 22 0 nown 228262 Los Angeles Downtown 00 00 54 12135764575 Oo lt Previous ECI of 2 3 Figure 18 Call Detail View 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 34 Powered by Resource Software International Ltd RSI The database viewer displays 50 records per page If your database contains more than 50 records then the database viewer will contain multiple pages Use the scroll bar located to the right of the database records to view the records within the current page To view ad
14. http www telecost com nortel gt ACTIVITY REPORTER Page 46 Powered by Resource Software International Ltd RSI Filter Lists and Descriptions Activity Reporter filters are used to query an Activity Reporter database for specific information For example you can use the CDR duration filter to find calls over 30 minutes A unique set of filters is available for each type of telephony metrics e g CDR CCR Hunt Group Voice Mail The following tables provides a filter list and description for each telephony metric CDR Filters Filter Description CCR Filters Filter Description Select calls to specific region s i e countries cities area codes Select CCR statistics for the specified greeting table s Select CCR statistics for the specified tree s Select CCR statistics for the specified types of paths e g Menu Xfer LMsg etc Hunt Group Filters Filter Description Select hunt group statistics on or after this date Select hunt group statistics on or before this date Select hunt group statistics for the specified group name s Select hunt group statistics for specified time range 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 47 Powered by Resource Software International Ltd RSI Mailbox Filters Filter Descri
15. managed by the application not the BCM This section of the guide describes how to add modify and delete Activity Reporter accounts The Activity Reporter account management tool can be accessed from either the Activity Reporter Web Server or on any other computer on your network Only Activity Reporter accounts with administrator privileges can access this tool Use the following steps to access the Activity Reporter account manager tool 1 2 Launch the Activity Reporter software see Login using an account with administrator privileges i e the administrator account Select the Security Account option from the Admin menu Note The Admin menu will only be visible if the account used in step 2 has administrator privileges The Security Account page should now be visible C 5 Administrator Microsoft Internet E SI v E http ocalhost 2647 frames html main security html amp menuid 30 41 31 DC Ww d gt ACTIVITY REPORTER Security Accounts Administ og E Se a Page Tools Home Configure Views Report Admin Help My Reporter Welcome Administrator 0O Administrator Administrators aok P User Users se ok te ae etek Press the Add button Press the Delete button to to add a new account delete an existing account lt Previous 1 ofi Next gt e 4 4 Local intranet 4 100 v Figure 3 Security Accounts Page 2007 Activity Reporter is developed by Resource Software International Ltd
16. not available through Activity Reporter they can analyse the data using third party reporting packages System Software Activity Reporter operates on the BCM50 platforms The BCM50 must be configured to permit retrieval of CDR CCR Hunt Group and Voice Mail telephony metrics via its CDR Pull feature Additionally an Activity Reporter key code and BCM account with either CDR or administrative privileges is also required Please consult the Activity Reporter Installation Startup Guide for additional details The Activity Reporter Web Server PC communicates directly with the BCM via an IP connection to retrieve telephony metrics Users on other PCs do not need to connect to the BCM as they do not perform the telephony metrics data collection Only the Activity Reporter Web Server PC needs to communicate with the BCM One PC on your network should be designated as the Activity Reporter Web Server Install the Activity Reporter application software onto the designated PC only All other network PCs from which Users access the Activity Reporter user interface must be equipped with Internet Explorer No other software is required on these PCs 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 10 Powered by Resource Software International Ltd RSI PC Requi
17. press the Value Editor button Pressing the value editor button will display a dialog box you can use to specify the filter value note the value editor button is not available on all filters In the above example pressing the Date from filter value editor button displays the Date Picker dialog box Finally record your filter item changes by pressing the Save button You have now successfully modified the filter items of your customized database view Return to the database viewer and select your customized view to see the effect of your changes see Selecting a Database View Alternatively you can select a report that utilizes this template see Selecting a Report For a list and description of Activity Reporter filters please see Filter Lists and Descriptions 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 45 Powered by Resource Software International Ltd RSI Changing the Filter List Order A database view s template filter list by default appears in alphabetical order The order of the filter list items does not affect which records will be displayed within the database viewer However the user may have to scroll through this list see Searching a Database View to examine its entire contents For example if the last filter item of the list
18. step 2 has administrator privileges 4 Press the Import button and then type the name of the file containing the personnel information into the Import File Box Alternatively press the Browse button to search for the file containing the personnel information Home Configure My Reporter ant Co EE NL SOC ET IT geil Sales L MER Technical l e Type the name of the file containing the Use the Value Delimiter box to personnel information into the Import File identify the character used to Box Alternatively press the Browse button separate the employee to locate the file containing the personnel department user extension information and account code information ci personnel txt Figure 11 Importing Personnel Information Use the Value Delimiter box to identify the character used to separate the employee department user extension and account code information For example if the import file is a CSV comma separated values file then enter a comma into this box 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 27 Powered by Resource Software International Ltd RSI 5 Press the Import button to add the personnel information contained in the specified file to the Activity Reporter software You have now successfully imported personnel informatio
19. the guide describes how to add modify and delete line name information from Activity Reporter The Activity Reporter Line Numbers Database can be accessed from either the Activity Reporter Web Server or on any other computer on your network Only Activity Reporter accounts with administrator privileges can access the Line Numbers Database Use the following steps to access the Activity Reporter Line Numbers Database 1 Launch the Activity Reporter software see Starting Activity Reporter 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Line Numbers menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges The Lines page should now be visible gt ACTIVITY REPORTER Welcome Administrator Lines RI Department Press the Add button to Press the Edit button to Press the Delete button add a new CO Line to modify the existing CO to remove a CO line the database line information from the database Delete Figure 12 Line Numbers Database Page Activity Reporter does not require information to be entered into its Lines Number database However when entered this information will be added to the Activity Reporter Line Reports O 2007 Activity Reporter is developed by Resource Software International Ltd RS
20. to all the features of Activity Reporter software They can manage accounts change configuration settings purge archive 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 17 Powered by Resource Software International Ltd RSI data generate reports and queries create and design new report templates and scheduled tasks etc Users have access to only personal preferences generating reports and queries 7 Finally type the account password into the Password box 8 Press the Save button to create the new Activity Reporter account You have now successfully added a new account to your Activity Reporter software Be careful when granting an account administrator privileges In most environments typically only one user needs to be granted administrator access For security reasons Nortel recommends passwords be a minimum of eight 8 characters in length and contain both characters and numbers 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 18 Powered by Resource Software International Ltd RSI Deleting an Account Activity Reporter accounts that are no longer being utilized should be deleted
21. to identify the address of your company s mail server For example if your mail server address is mail companyname com or smtp internetprovider com then type this text into the box Contact your network administrator to obtain this information Use the From Email Address box to assign a reply address to any email sent by the Activity Reporter software 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 79 Powered by Resource Software International Ltd RSI The To Friendly Name box and To Email Address boxes are only used during SMTP testing The To Email Address box should contain the email address where the test message is to be delivered The To Friendly Name box option and can be used to associate a friendly name i e John Smith with the To Email Address e g john smith company com The Logging Level option is used to determine the detail of diagnostic messages sent to the Activity Reporter Mail log Diagnostic information can be added to this log each time the software attempts to deliver an email There are three possible logging levels e Normal generates standard diagnostic messages e Medium debug generates additional diagnostic e Details SuperDebug generates detailed diagnostic messages Use diagnostic messages generated during email delivery to iden
22. 1 Look for a help icon i e question mark on any of the screens usually located in the top right corner below the menu Position your mouse pointer over the question mark and wait for the help tip to appear on your screen Moving your mouse pointer away from the help text will cause it to disappear If the displayed help text does not appear or you require additional information please use option 2 to access the on line documentation 2 Select the Documentation menu item from the Help menu A list of help available documents will be displayed on your screen Click the desired document to open it in your browser O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 94 Powered by Resource Software International Ltd RSI References 1 Activity Reporter Installation Startup Guide O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel
23. Configure Template Button 61 Figure 44 Template Design EE Luessuusmssuesnnenvvvnseevvmseihejel 62 Figure 45 Template View Name amp Description Dialog 63 O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 5 Powered by Resource Software International Ltd RSI Figure 46 Template View Filter List iueassenmeniseduseinin she b kene 64 Figure 47 Report Header Sample sssssnnsseeseeesseseeeeseeerreerreesttesrerrrrerrennrrernennnnenneen nnen nne 65 Figure 48 Common Settings e berede 65 Figure 49 Report Repository E 66 Figure 50 Quota Settings Dialog BOX iss sccsccicsnesseavedsesarniccersxvesdsiasdicesdeceanneanteteentiieerneees 67 Figure 51 Report Repository Page 22 cccccesesesssecccceeeeeeeseeseeeeeeeneeeeeeeseseeeenseeeeeeees 68 Figure 52 Task Scheduler Page Lsmemnsmnummmesuduedevdmadnnetsvbmmmnnubeingdi 69 Figure 53 Adding a New TASK E 70 Figure 54 Task Scheduler Report Definition Dialog Bos 71 Figure 55 Schedule Date Time Dialog Box rnnnnnnnnvnvnnonnnnvnnnnnnvnnennnnnvnnnnnnnnnnnnnnenerenenn 72 Figure 56 Save Activity Reporter Scheduled Task 73 Figure 57 Deleting a Task from the Scheduler esssssesesseeereesssserrrrrrrssssrrrrrrrnnessreeenne 74 Figure 58 Scheduled Task Email Optlbns uuumminensimimeiminniasensse
24. Detail Reports Custom Call Routing Reports Hunt Group Reports Voice Mail Reports Access the report group list by clicking the Report menu The following window should now be visible on your screen Zil 4 z g fa a N Es 3 a E W Hei e 5 p o 3 m Di y g o d Du 5 D vi a ab a 4 7 g bh Cc a D LA my Dis E News Galery MSN A Maps Favorites v E PC Health e Spaces we dr gt ACTIVITY REPORTER Report List Administrator 2 A Ge i Page v iQ Tools Configure Views Admin My Reporter Welcome Administrator View a telephony metric report group list by clicking and expanding its corresponding plus sign 4 Local intranet 4 100 v Figure 33 Report List View the contents of a report group by clicking and expanding the plus sign located to the left of its group name For example to view the list of Call Detail Reports click and expand the Call Detail report group The following list of reports should now be displayed on your screen 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at B gt ACTIVITY REPORTER Page 51 Powered by Resource Software International Ltd RSI Home Configure Views Report Admin Help My Reporter Select a report by clicking Detail information by account code the report name Detail informat
25. E EE TR 19 MANAGING THE DEPARTMENTS PERSONNEL DATABASE revnrnnnnnnnnnnnvnnnvvnnnnnnnnnnnnnnnvnnnnnnnnnnnnnnnn 20 Adding Personnel Information EE 21 Deleting Personnel Information dees eege Eeer 23 Modifying Personnel Information DE 24 Importing Personnel Information E 26 MANAGING THE LINE NUMBERS DATABASE rnnnnnnnnnvvvvnnnnnnnnnnnnvnnnnnnnnnnnnnnsvnnnnnnnnnnnnnnnnnnnennennnnnnnnnnnn 28 Adding Lines Information decides eects acetals eden EE EE EE ee eE 29 Risen Mee Le EE 30 Modifying Line formation ueansmasmunenbtnjnup eve sactentataeteteadaanueaannouabeeentanancbencalaianseaootnatenss 31 VIEWING BCM TELEPHONY METRICS ssesnncisnnixcicancanineataineraasaunasscnasedeinainceiieuninsasikaaieamesuantsnniieiaaaennusiens 32 Selecting CNR EE EE 32 Searching Database VIEW scccniccaicicastsascniceadbicaedi nas suse onpntauiesabuebaannieankoeanaeanssceantantanncaanseccenbicamedeaabaacants 34 Creating Modifying a Customized Database View rrrrrrrnnnnrnnnnnnnnnnnannnnrrrrnnnnnnnnnnnnrrrrnnnnnnnnnrrrnnnnnnnnnnn 37 Adding a Filter E 41 PT Filter Tv 43 Modifying Sa FE EE 44 Changing the Filter List Order ssccccetcesaviiinsatcenthinannecatsvaacntudetantananes ieudeonieanantaxtunenthctextanavanticeasteatense 45 Filter Lists and Descriptions ccccccceccccceeeceeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeceeeeeeeeeeeeeeseeeeseeeeseeeeeeeeeneeteeess 46 Deleting a Database E 48 2007 Activity Reporter is developed by Resource Software International Ltd
26. EPORTER one Contae v Reset the Filter By options to thei deraut values by prezcing the Reirsali Filter button Welcome Administrator Views P HI Apply Press the Apply button to submit your z L Filter By options to the Activity Reporter Ge Web Server Your search results will be ALDO displayed within the database viewer EA call Type Any window below Department User LEONARD JAMES Sales Number of records 2 Condition s Date from 04 05 2007 amp Date te amp Department User LEONARD JAMES Sales Date amp Time User Ext CO Short Region Duration Number Type ng Account Code 1 05 TESTA z Generated in 0 125 sec 7 You have now successfully searched a database view for records matching your filter criteria The same steps described above can be utilized to perform a search within any of the Activity Reporter s database views O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 37 Powered by Resource Software International Ltd RSI Creating Modifying a Customized Database View Activity Reporter users can utilize the Database Viewer to examine CDR CCR Hunt Group and Voice Mail metrics see Selecting a Database View The application is pre configured with database view templates for each telephony metric If the pre
27. GDOM 00 01 27 011443241423157170 04 05 2007 09 57 05 Unknown 2283 Chicago Inside Loop 00 08 52 13127235535 o 04 05 2007 09 50 03 Unknomn 2281 63 Les Angeles 00 03 05 12132315717 bal 13 04 05 2007 09 36 42 Unknown 2281 Toronto 00 00 46 14162211234 o VJ 04 05 2007 09 27 01 LEONARD FRANCE 00 03 39 01133525152351 o Generated in 0 766 sec vi 3 Figure 21 Configure Template Button 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 38 Powered by Resource Software International Ltd RSI 5 Press the Configure Template button shown above to access the Activity Reporter Template Design tool The Template Design dialog should now be visible e gt ACTIVITY REPORTER Report Template Administrator Webpage D fx Template Filter Note Pre configured templates are locked i e cannot be modified Use the Copy button to create a new template This template is Locked Authorized users may modify filters or create copies nane Call Detail View S Description Call detail records view Figure 22 Template Design Dialog The warning message This template is Locked will appear on the Template tab of pre configured templates Pre configured templates cannot be modified Press the Copy button to create a copy of an e
28. I Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 29 Powered by Resource Software International Ltd RSI Adding Lines Information Adding lines information for each line on your telephone system will improve the content and readability of the Activity Reporter Line reports To maintain system stability only operators with Administrator privileges can add Lines information Use the following steps add lines information to the Line Numbers database 1 2 Launch the Activity Reporter software see Starting Activity Reporter Login using an account with administrator privileges i e the administrator account Select the Database Settings sub menu from the Configure menu Next select the Line Numbers menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges The Lines page should now be visible Press the Add button located on the bottom of this screen to add line information to the database NORTEL gt ACTIVITY REPORTER Welcome Administrator Lines P Phone Number Department 212 555 2222 Sales 212 555 2223 Administration Type the new Line CO Associate a line with a department information here by selecting a department name from the drop down list box Cancel Figure 13 Adding Line Information 5 Enter the l
29. ITY REPORTER Page 60 Powered by Resource Software International Ltd RSI 7 You have now successfully generated an Extension Detail report with your Activity Reporter software Note Every Activity Reporter detail and summary report can be generated using the steps described above O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 61 Powered by Resource Software International Ltd RSI Creating Modifying a Report Template Activity Reporter users can generate CDR CCR Hunt Group and Voice Mail reports see The application is pre configured with several report templates for each telephony metric If the pre configured templates do not meet your requirements then use the Activity Reporter Template Viewer Design tool to create custom templates Only experienced Activity Reporter users should create a custom template Invalid templates can generate errors when used by a report The Activity Reporter Design Template tool is only accessible to users with Administrator privileges Use the following steps to access the Activity Reporter Template Viewer Design Tool 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Report menu item from the Activity Rep
30. NORTEL gt ACTIVITY REPORTER Client Version Users Guide NORTEL gt ACTIVITY REPORTER gt BUSINESS MADE gt POWERED BY gt Rep www telecost com NN40010 112 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 1 Powered by Resource Software International Ltd RSI Copyright O 2007 Nortel Networks All Rights Reserved The information in this document is subject to change without notice The statements configurations technical data and recommendations in this document are believed to be accurate and reliable but are presented without express or implied warranty Users must take full responsibility for their applications of any products specified in this document The information in this document is proprietary to Nortel Networks Developers Activity Reporter Basic amp Activity Reporter are developed for Nortel by Resource Software International Ltd RSI 40 King Street West Suite 300 Oshawa Ontario LIH 1 A4 Phone 905 576 4575 Fax 905 576 4705 Email rsi telecost com Visit www telecost com nortel to preview the complete portfolio of RSI Nortel Compatible Products Trademarks Nortel the Nortel logo and the Globemark are trademarks of Nortel Networks Microsoft MS MS DOS Windows Windows NT W
31. Name here Press the Save button to add the new department to the database Figure 7 Adding a Department Enter the department name into the Department Name box e g Administration Press the Save button to add the new department to the database Please note duplicate department names are not permitted An error message will be displayed if you attempt to add a duplicate department name 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 22 Powered by Resource Software International Ltd RSI 7 Press the plus sign located to the left of department you added in step 5 The department tree will expand and display a list of its employees Press the Add button below the department name Use the new entry to add an employee to the department O kajel Administration L User E c John Smith 221 ll 1 of 0 Click and expand the department s plus sign Press the Save button to add to view its employee list the new personnel information to the Department 1 ofi Ne Figure 8 Adding Personnel to a Department 8 Enter the employee s name into the User Name box Next enter their extension number into the Extension box Finally if your BCM is utilizing either Account Codes or Class of Service Passwords then enter the employee s corres
32. Resource Software International Ltd RSI Duration Limits Properties X Min Duration 00 30 00 Max Duration 99 59 59 Figure 26 Duration Limits Dialog Box The above example illustrates how to use the duration limits filter to include only calls whose duration is greater than 30 Press the OK button to record your changes Finally press the Save button to add the new filter item to the template s filter list 2 gt ACTIVITY REPORTER Report Template Administrator Webpage D EM Template Filter Down Figure 27 Template Filter List You have now successfully added a new filter item to your filter list Return to the database viewer and select your customized view to see the effect of your changes see Selecting a Database View Alternatively you can select a report that utilizes this template see Selecting a Report For a list and description of Activity Reporter filters please see Filter Lists and Descriptions 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 43 Powered by Resource Software International Ltd RSI Deleting a Filter Item Select a Filter List s item for deletion by clicking its corresponding check box located to the left of the filter tem For example to delete the Call Type filter item click its check
33. ach database view and a brief description can be found below Call Detail Records Contains a record for each inbound outbound or tandem telephone call placed received by the BCM Custom Call Routing Contains daily summary records highlighting the number of times each CCR tree path was selected Hunt Groups Contains hourly hunt group activity for each hunt group Voice Mail Contains daily voice mail activity for each mailbox Live Data Contains the last 50 records of telephony metrics data retrieved from the BCM 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 33 Powered by Resource Software International Ltd RSI To see a list of available database views for each data type click and expand its corresponding plus sign For example the screen pictured below is displayed when the Call Detail Records option is expanded NORTEL gt ACTIVITY REPORTER Welcome Administrator Call detail records view o n Figure 17 Call Detail Records Views Clicking and expanding any of the other telephony metrics names e g Custom Call Routing Hunt Groups Voice Mail or Live Data will display their list of available views Clicking on a view from this expanded list e g Call Detail View will display its data within the database viewer N ORTEL
34. age 74 Powered by Resource Software International Ltd RSI 3 Click the check box that appears to the left of the task you wish to delete The selected task is now marked for deletion NORTEL gt ACTIVITY REPORTER Welcome Administrator Task Scheduler P Number of records 2 Schedule Cl oi Report Demo Report Template Account Code Detail amp Cl Every 1 Hour from 12 05 2006 23 EN Report Weekly Sales Report Template Extension Detail amp Class Every 1 Week from 05 14 2007 0 Click the check box of the task you would like to delete Next press the Delete button to remove the task from the Task Scheduler Delete Figure 57 Deleting a Task from the Scheduler 4 Press the Delete button located on the bottom of the Task Scheduler page A prompt confirming the task deletion request will be displayed 5 Press the OK button to delete the selected task s from the Task Scheduler You have now successfully deleted a task from the Task Scheduler Please note deleted tasks cannot be recovered 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 75 Powered by Resource Software International Ltd RSI Modifying a Scheduled Task s Email Options Use a task s email options to send a scheduled task s report output to a list of email recipi
35. ars any temporary files and folders i e previously viewed reports Check the Clear Users option to delete all Activity Reporter accounts Please note the administrator account cannot be deleted 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 90 Powered by Resource Software International Ltd RSI Check the Shrink Database option to compress the Activity Reporter database tables after the clear operation has been completed 4 Press the OK button to execute the database clear operation You have successfully completed a database clear operation Please note the clear operation cannot be reversed To recover from a database clear operation you must have created a database backup file see Backup Database prior to performing the clear operation 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 91 Powered by Resource Software International Ltd RSI System Log Files The Activity Reporter system log files contain valuable information that can be utilized to identify system activity and troubleshoot system errors The following logs are available in the Activity Repor
36. assword or role privilege can be modified at any time For security purposes and to maintain system stability only operators with Administrator privileges can modify accounts However users can change their account s password by using the Change Password tool see Use the following steps to modify an Activity Reporter account 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Security Account option from the Admin menu Note The Admin menu will only be visible if the account used in step 2 has administrator privileges 4 Click the account you wish to modify The account information can now be edited Click or tab to the account Login Role Privileges or Password property and modify it Role 8 O Administrator Administrators Ok O User Users EE a MSrnith Users v Sege Click the account you wish to modify Next click or tab to the account property and enter its new value Figure 6 Modify an Account 5 Press the Save button to update the account You have now successfully modified an Activity Reporter account O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 20 Powered by Resource Software International Ltd RSI Managing the Depar
37. atabase Restore tool see Restore Database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 87 Powered by Resource Software International Ltd RSI Restore Database The Activity Reporter Restore Database function restores a previously backed up database Extreme caution should be utilized when using this tool The database restore operation will overwrite the contents of your existing database with the backed up database file Any new data that has been captured since your last database back up will be lost The Restore Database tool should only be used to replace a damaged or missing database Alternatively it can also be used when moving the Activity Reporter Web Server to a new computer Use the following instructions to access the Database Restore tool 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Maintenance menu item from the Admin menu Next select the Restore Database menu item The Restore Database page should now be visible on your screen NORTEL gt ACTIVITY REPORTER Welcome Administrator Restore Database P Select the backup file or file path in your file system Upload Press the Browse button to locate a Select the bac
38. ave your changes The Report Parameters screen should now display the newly selected call type values H Detail po W D Call Type Outqoing Incoming B i Figure 39 Extension Detail Report Parameters Note The Report Template e g Extension Detail determines which Filter by options will be displayed within the Report Parameters box e g Date from Date to Call Type User Ext etc Administrators can change the Filter By options by modifying the template For information on how to modify Report Templates please consult the section of this guide 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 59 Powered by Resource Software International Ltd RSI 4 Use the Report Format option to generate the report in either PDF requires Adobe Acrobat Reader or MS Excel format Note some reports are limited to PDF format only Forma O Portable Document Format CSV Format Figure 40 Report Format Settings 5 Use the View Mode option to generate the report in a New Window Same Window or send it to the report Repository View Mode O New Window Same Window Send to Repository Figure 41 Report View Mode Settings If the New Window option is selected the report will be displayed in a new browser window If the Same Window option is select the rep
39. box e gt ACTIVITY REPORTER Report Template Administrator Webpage D EN Template Filter Type Value Default O Duration Limits 00 30 00 99 59 59 uk D Dateto ask User gt KIE Department User Activate a Filter eme check Press the Delete button to box to mark it for deletion delete any checked filter items Down Figure 28 Delete Filter Item Please note you can mark one or more filter items for deletion at the same time Next press the Delete button to remove any checked filter items from the filter list A prompt confirming your deletion request will be displayed Press the OK button to confirm the deletion You have now successfully deleted a filter item from your customized database view Return to the database viewer and select your customized view to see the effect of your changes see Selecting a Database View Alternatively you can select a report that utilizes this template see Selecting a Report 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 44 Powered by Resource Software International Ltd RSI Modifying a Filter Item You can change a Filter List s item by clicking on it For example to change the Date from filter item simply click it Press the V button to select a pre Template Filter defined
40. cheduled task does into the Description box For example if this scheduled task is generating a weekly sales department telephone calls report type the text Sales Department Weekly Calls Report into this box 6 Press the Report Definition button shown above to select the scheduled report The Task Scheduler Report Definition dialog box should now be visible on your screen k s Webpage Dialog x LUN Use the Data Type Report Format Report Template and Report Layout options Extension Deta to select the report you wish to schedule Nets pr Vetalied n Veta K The Filter By options at presented will vary depending on the selected K Report Template In this f al example use these options E to select which calls are included in the report Use the Email options to send the scheduled report to email recipients and or a user s report repository Use the Generate option to assign the scheduled report to a user account When the E mail option is set to Send to Repository the scheduled report will be saved to this user s OK Cancel repository Figure 54 Task Scheduler Report Definition Dialog Box Use the Format option to identify the report output format PDF or CSV Use the Data Type option to identify the telephony metric report type you are scheduling For example to schedule a Call Detail Report set this option to CDR to schedule a Custom Call Routing Report
41. configured templates do not meet your requirements then use the Activity Reporter Template Viewer Design tool to create custom views Only experienced Activity Reporter users should create a custom template Invalid templates can generate errors when used by a database view The Activity Reporter Design Template tool is only accessible to users with Administrator privileges Use the following steps to access the Activity Reporter Template Viewer Design Tool 1 Launch the Activity Reporter software see Starting Activity Reporter 2 Login using an account with administrator privileges i e the administrator account 3 Select the Views menu item from the Activity Reporter main menu The Views List page should now be visible 4 From the View List page select the database view you wish to customize see Selecting a Database View For the purposes of this example we will utilize the Call Detail View NO RTEL gt ACTIVITY REPORTER Press the Configure Template button to access the template design tool Note this item will be disabled unless your login account has Welcome Administrator administrator privileges Views Call Detail View v ME Apply Department User Number of records 97 Condition s All Records E z S Date amp Time User Ext cn Short Region Account Code Ser New York City ne PI 04 05 2007 10 28 52 Unknown 2281 Manhattan 00 02 33 12122211234 SO 04 05 2007 10 11 33 Unknown 2284 62 UNITED KIN
42. d delete and modify department and or Activity Reporter personnel information Describes how to add delete and modify Activity Reporter line information Describes how to view and query the Activity Reporter CDR CCR Hunt Group and Voice Mail database tables Describes how to select and generate Activity Reporter reports Describes how to create delete and modify scheduled tasks Describes how to purge backup restore and clear your Activity Reporter database tables Describes how to access and use the Activity Reporter System Log files Describes how to change your Activity Reporter account password Describes how to access the Activity Reporter on line documentation Lists documents referenced in this guide O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 8 Powered by Resource Software International Ltd RSI Introduction The BCM Activity Reporter is a browser based reporting tool for Nortel BCM telephony metrics It provides customers with a simple and easy way to examine the performance of their Nortel Business Communications Manager BCM Activity Reporter provides reporting on the following telephony metrics e Telephone Call Activity e Custom Call Routing Activity e Voice Mailbox Activity e Hunt Groups Activity Acti
43. d in the detail report includes date mailbox mailbox name last accessed number of recordings total length of recordings number of messages received length of messages received number of times voice mail accessed etc Summary Reports The Voice Mail Summary Report summarizes voice mail activity by mailbox This report can be generated using only the Summary report layout Information displayed in the summary report includes date mailbox mailbox name last accessed number of recordings total length of recordings number of messages received length of messages received number of times voice mail accessed etc 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 55 Powered by Resource Software International Ltd RSI Generating a Report The following example provides detailed instructions on how to generate a report For the purposes of this example we will generate an Extension Detail Report grouped by extension 1 Launch and log into Activity Reporter see Starting Activity Reporter 2 Click the Report menu option Next click and expand the plus sign located to the left of the Call Detail Reporting group The Call Detail Reporting report group will now be visible on your screen N RTEL gt ACTIVITY REPORTER Welcome Administrator Report
44. d select the Group Detail option When the Group Detail option is selected the Extension Report generated will be grouped by extension Each extension contained within the report will start on a new page If the Detail layout is selected each extension s calls will be contained on the same page as the previous extension s calls The report template determines which Filter By options are presented to the user It also controls the default values of these filter options e g Any Outgoing Call etc For example the Extension Detail template shown above lets users select calls by Date Any Call Type Any Duration Limits Any User Ext Any Number Prefix Any and CO Line Any Modify a filter option by clicking it For example after clicking the Call Type option the Report Parameters should now appear as follows O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 57 Powered by Resource Software International Ltd RSI Click the filter item you wish to modify Type the desired values into the space provided If you are unable to type here press the Value Editor button right Press the Refresh button to return the filter to its default values pe Date from W Date to Any Call Type pe Duration Limits Any User Ext Any A Number Prefix Any Press th
45. ded to the Call Detail Reporting Detail Reports Put into report list Figure 45 Template View Name amp Description Dialog You have now successfully copied an existing template Each template contains a user defined filter list to identify which database records will be included in a report 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 64 Powered by Resource Software International Ltd RSI 7 Click the view s Filter tab to examine and modify its filter list e gt ACTIVITY REPORTER Report Template Administrator Webpage D KE Template Filter Type value Default my Bf Press the Up amp Down buttons to change the order of items in the filter list Note Only items that are checked will be moved Press the Delete button to remove any checked filter items from the filter list Press the Add button de Down to add a new filter item to the filter list Figure 46 Template View Filter List For information on how to add delete or modify or change the order of items in a template filter list please consult the following sections in the Creating Modifying a Customized Database View of this guide Adding a Filter Item Deleting a Filter Item Modifying a Filter Item Changing the Filter List Order
46. deposit it to the report repository freeing you to use your computer more efficiently during business hours e Every week night generate and email your daily reports e Every Monday generate your reports for activity from the previous week e On the first day of every month generate your required monthly reports The Activity Reporter Task Scheduler is only accessible to users with Administrator privileges om Scheduled reports will be executed even if your workstation is logged out or turned off Note The Activity Reporter Web Server computer must remain on Use the Activity Reporter s built in Task Scheduler to create modify delete or view scheduled tasks Access this tool by selecting the Scheduled Tasks command from the My Reporter menu The following window detailing currently scheduled tasks will be displayed NORTEL gt ACTIVITY REPORTER Click and expand this plus sign to modify the scheduled report s email subject and email recipient list If the expanded list is empty then Weke Ain kost the report is not being emailed j S Task Scheduler PS Number of records 1 Type Description Report Definition Schedule O OTE Report Demo Report Template Account Code Detail amp CI Every 1 Hour from 12 05 2006 23 Click and expand this plus sign to view the status of the scheduled task Press the Add Press the Delete button to create a button to delete a new scheduled task scheduled task Delete Figure 52 Ta
47. dgsdrddendjen 75 Adding am Email Ore 76 Deleting an Email OOUON sessasctctervccarncsantiucedcvnsancadeeweatinceonencss ties vacueteevenepcnadiwabdunonenseat bec nucranteeeaataivents 77 Email el le E 78 Viewing a Scheduled KEE 81 DATABASE MAINTENANCE TOOLS ivicsintsctavinsdvncesvenssunnsusteistdcantinnsniiesniuisiiieriansnisivnadindadaameqsunsdisedeines 83 Purg e Dat eiegngerederes erte AER EELER EE 84 Backup Database EN 86 Restore DatabaSE REE ee 87 Clear Syste EEE EE RE EE cheba recat 89 SYSTEM LOG el EE 91 Main ao EEE td testa EE NE ER ETT 91 EE EEE EN ER NE 91 oe REE EE EEE ER EN 91 elle a nie eSa Ei 91 Reports EE 91 CHANGING YOUR PASSWORD isiccsiicvinissnessensanbesensatsisnanniasces escunsnnsidananaeusiiushinepeanedeanaasuiianinaanneddamusaane 92 ACCESSING THE ON LINE HELP viiictisiescsennsceainnctancedannstinevserandusunsiieunsiniuadadesedncssiduaverusenudaisnreninndaanen 93 REFERENGES sure eden anda eA ENEE atten 94 O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 4 Powered by Resource Software International Ltd RSI List of Figures Figure 1 Login Eaggregsergee zegkresgtegsgedebege EE GE Ja nin Ena as 12 Fig r lei 14 Figure 3 Security Accounts e 15 Figure E eg le 16 Figure 5 Deleting an ACCOUNT E 18 Fig re 6 Modify an ACCOUNT E 19 Fig
48. ditional pages press the lt Previous or Next gt buttons located on the bottom of this page Alternatively you can also select a different page by either clicking its page number located bottom middle or by typing the desired page number into the page number box e g 1 of 2 located in the bottom right corner Searching a Database View Activity Reporter users can utilize the Database Viewer to examine CDR CCR Hunt Group and Voice Mail metrics see Selecting a Database View The selected database view will display a list of all database records Depending on the database selected and the number of records captured this list may be extremely long As a result searching the database view to locate a specific record may be very difficult The Database View Filter By option simplifies this task Use the following steps to search a database view for specific records 1 Select the desired database view see Selecting a Database View 2 Examine the selected database view s Filter By options By default all filters are turned off i e contains the text Any all records will be displayed An example of the Call Detail View is pictured below NORTEL gt ACTIVITY REPORTER Si Help Admin My Reporter Welcome Administrator Views P Use the scroll bars to view the entire list e of filter options Use the Filter By options to select which records are displayed within the database viewer below A filter va
49. e If you are typing multiple values into a filter value box you must separate each value by a comma For example if your filter item is User Ext typing 2221 2222 into the filter value box will result in only calls from extension 2221 and 2222 being visible within the database viewer report Setting the filter item s Value Default field to lt Ask User gt provides the greatest flexibility When this value is assigned the user can change the filter value within the database viewer report configuration page If this field contains an actual value then the user will be unable to change its value within the database view report configuration page To reset a filter s Value Default to lt Ask User gt click its Value Default field and then press the delete key Save your changes by pressing the Save button Please note if you are unable to type in the filter value box then you must press the Value Editor button Pressing the value editor button will display a dialog box you can use to specify the filter value note the value editor button is not available on all filters For example pressing the Durations Limits filter value editor button displays the Duration Limits Properties dialog box 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 42 Powered by
50. e displayed if your modifications result in a duplicate department name You have now successfully modified the Activity Reporter Departments Personnel database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 26 Powered by Resource Software International Ltd RSI Importing Personnel Information Adding personnel information for each extension on your telephone system will improve the content and readability of the Activity Reporter Extension and Account Code reports Personnel information contained in a text file can be imported into the Activity Reporter software If personnel information is not available in a text file then administrators can manually add the information to the system see To maintain system stability only operators with Administrator privileges can add personnel information Use the following steps to import personnel information into the Department Personnel database 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Departments Personnel menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in
51. e number of retries time to wait between retries date of last run date of next run and current status 05 14 2007 01 01 00 Queued Delete Figure 63 Scheduled Task Email Options The following status information is available for each task Status Description to execute weekly at 01 01 am beginning on May 14 2007 This is the number of times the task scheduler will attempt to generate the task Please note Number of Tries a task is generated only once if it is successful This value cannot be modified Wait Before The number of minutes to wait before trying the task again Retrying min value will contain zero until the task is executed at least once indicates the task was successfully executed 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 82 Powered by Resource Software International Ltd RSI Description will be blank if the task executed successfull Last Run executed Next Run be executed The Activity Reporter software adds a log entry to its Reports Log each time a scheduled task is executed View this log for additional information about a task s execution see System Logs 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and se
52. e D x Template Filter Name Sales Department Calls Description Calls from yesterday greater than 30 minutes Report Type Detailed v Report Class Call Detail Records CDR v e RE e Press the Delete button to permanently Put into report list BE remove this view from the Call Detail View List Delete Save Copy Close Figure 32 Deleting a Template Press the Delete button to delete this custom template Deleting the template will permanently remove it from its corresponding telephony metric view list e g Call Detail View List Note The warning message This template is Locked will appear on the Template tab of pre configured templates Pre configure templates cannot be deleted 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 50 Powered by Resource Software International Ltd RSI Reports Activity Reporter contains a comprehensive set of management reports Reports can be viewed on the screen saved to disk printed or emailed Activity Reporter accounts with Administrator or User privileges can access these reports by selecting the Reports menu Selecting a Report The Activity Reporter software reports are separated into report groups A report group contains a set of reports with common characteristics e g Call
53. e Mail captured by Activity Reporter Summary reports can be presented using one of two available Report Layouts e g Summary or Graph The Summary layout report format provides a summary of telephony activity for each extension department CCR tree hunt group mailbox etc For example an Extension Summary report summarizes number of incoming outgoing and total calls duration average duration etc The Graph layout report presents summarized information in a graphical format e g bar graphs For example if you generate a Hunt Group Summary report using the Graph report layout the report will contain a graph for each hunt group highlighting total answered abandoned busy and overflow calls Select the desired summary report by clicking the report name e g Account Code Summary Hunt Group Summary etc CDR Reports The Activity Reporter software contains both CDR Detail and Summary reports These reports provide detail and summary information respectively on your organizations telephone call activity Detail Reports There are four CDR Detail reports available within Activity Reporter They are Account Code Detail Chronological Detail Extension Detail and Line Detail Each of these reports can be generated using either a report layout of Detail or Group Detail The following table describes each available CDR Detail Report utilizing a Group Detail report layout Detail Report Group Detail Report Layout Description telephone acti
54. e Value Editor button to display a dialog that lets you choose a value for the filter i CO Line Any Format View Mode O Portable Document Format O New Window CSV Format Same Window Send to Repository Figure 37 Extension Detail Report Filter Parameters Press the Value Editor button located to the right of the text Any to display a list of possible values If a button is not visible then simply type the desired value s into the box located to the right of the selected Filter By option when entering two or more values separate each value by a comma Press the Refresh button top right corner above to return the filter to is default values 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Powered by Resource Software International Ltd RSI Page 58 In the above example pressing the Value Editor button will result in the Call Type Properties dialog box being displayed on your screen Vi Figure 38 Call Type Properties Dialog Box Check the Outgoing option to include outgoing calls in the report Check the Incoming option to include incoming calls in the report Check both options to include both incoming and outgoing calls in the report After selecting the desired options press the OK button to s
55. e a report from the Repository by checking it and then pressing the Delete button Delete Check Quota Adjust to Quota Figure 51 Report Repository Page 3 Press the Delete button to view the report 4 A prompt confirming your deletion request should now be visible Press the OK button to confirm report deletion 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 69 Powered by Resource Software International Ltd RSI Using the Task Scheduler The Activity Reporter software provides users with access to a variety of telephony management reports Users can manually generate a report at any time by simply selecting the desired report from the software s Report list page see Generating a Report The Activity Reporter Task Scheduler provides users with administrative privileges the ability to automate the report generation process Reports can be scheduled to execute at specific dates and times In fact the task scheduler can execute reports when your workstation is logged out or turned off Activity Reporter Web Server computer must remain on The Task Scheduler can be configured to execute your scheduled reports continuously over a user defined date range For example use the task scheduler to do any or all of the following e Generate a report and
56. e the Selecting a Report section of this guide Use the Filter By options to select which database records will be included in the scheduled report Please note the options shown see Figure 53 above will vary depending on the selected Report template For example to schedule an Extension Detail Report to highlight all of last week s telephone activity from the Sales Department use the Filter By Date to and Date from options to select last week s calls Additionally use the User Department option to select the Sales department For more information on how to utilize the Filter By options please refer to the Modifying a Filter Item Use the Format options to select the output format of the scheduled report Possible format options are Portable Data Format PDF or CSV Format Ifthe scheduled report is to be printed or emailed then the recommended format is PDF If the schedule report is being exported to a third party application then the recommended format is CSV Use the E Mail options to identify where the scheduled report will be sent Select the Send Via Email option to deliver the report to an email recipient list Select the Send to Repository option to deliver the report to the user s repository identified by the Generate Run Task option Select the Send to Repository and Email Link option to send an email a link to the report s email recipient list and deposit the report in a user s repository Press the OK button to save your select
57. e to view previously generated reports Viewing a Report Use the following instructions to access and view a report stored in the repository 1 Select the Report Repository menu item from the My Reporter menu The Report Repository page should now be visible 2 Select the report you wish to view by clicking its corresponding check box located to the left of the report name Configure Views Welcome Administrator HESpository 01 22 2007 14 09 03 Simple CCR Report Scheduled 454 00K 2 01 22 2007 17 45 43 Extension Detail Manual 448 00K 4 View a report saved in the Repository by checking it and then pressing the View button Figure 49 Report Repository Page 3 Press the View button to view the report The selected report should now be visible within your browser 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 67 Powered by Resource Software International Ltd RSI The amount of repository space allocated to a user is based on their quota The quota limits both the number of reports and repository disk storage space a user can consume The default limits are as follows Maximum Number of Files 20 Maximum Storage Size 20 MB Check your current repository limits by pressing the Check Quota button A dialog box displaying your a
58. ealaenbires 42 Figure 27 Template Filter List saccecridss scaancaiacecenedcaentastandetiomesbceninaracoaceamacegiassarnducnauteaaate 42 Figure 28 Delete Filter Item E 43 Figure 29 Editing a Filter Value mainusnteiiannnsnievtisnrmeben tinde emmnudet 44 Figure 30 Changing the Filter List Order rrnnnnnnnnavvnnnnnnnnerennnnnnnnennnnvnrnnnnnnnnnnnnennevennn 45 Figure 31 Template Design Button eeeeerrrnnnnnnnnavvvennnnnenennnnnnenenenennrennnnnnannenennenennn 48 Figure 32 Deleting a TEM EE 49 Figure 33 Report Group Men 50 Figure 34 Call Detail Report Menu uvvnavdetsenedeaessnngndde en 51 Figure 35 Call Detail Report Menu rnenrorernrnnnnnnnnnnvnvnnnnevnrnnsnnnnennenennrnsvnnnannnnnennnnvnnn 55 Figure 36 Extension Detail Report Parameters rrnnnnnnnnnnnnnnnnnnnnrrnnnnnnrnrrnnnnnrrrrnnnnnenennn 56 Figure 37 Extension Detail Report Filter Parameters rwrrrrrnnnnrnrnnnnnnnnonnnnrrrrnnnnnnnnnnnnn 57 Figure 38 Call Type Properties Dialog Box rrnnnnrnnnnvnnonnnnrnnrnnnnvnvennnnnnvrnnnnnnnnavnnenvennnnn 58 Figure 39 Extension Detail Report Parameters ccccccccssseceeeeseeeeeeeeessecerseeeeeees 58 Figure 40 Report Format SOU Ss cccahisies tide ce cctenstecnalacsecccuedcenginulyetseeetccedet gists Micmetdtens 59 Figure 41 Report View Mode Settings 020 cccseecceccceeeeeeeeeeeeseneeeeeeeeeeseeseeeeeeeeeeeeetes 59 Figure 42 Extension Detail Sample Hepnort eene 59 Figure 43 Report
59. ed templates Pre configure templates cannot be modified Press the Copy button to create a copy of an existing template copies of pre configured templates can be modified Note if the template you are accessing is not a pre configured template then you can modify it see step 7 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 63 Powered by Resource Software International Ltd RSI 6 Pressing the copy button will create a new template with the same properties as the previous template Use the Template tab to assign a new name and description to the template The information provided will be displayed on the software s Report List see Selecting a Report Please use a name and description that identifies what this template does The following screen illustrates how to set these values if you are creating a template for yesterday sales department calls with a duration of 30 or more minutes The Name and Description information entered will be displayed in the report header see Customizing Report Headers e gt ACTIVITY REPORTER Rep Template Filter Name Description Report Type Report Class Put into view list Checking this box will add this template to the Reporting Group identified by the Report Class i e this template will be ad
60. ed report details 7 Press the Schedule Definition button see Figure 52 to specify the execution date time and frequency for your scheduled report The Task Scheduler Report Definition dialog box should now be visible on your screen Schedule Webpage Dialog The Run Task option must Run Task be checked for the current task to be scheduled Every Un check this option to Start Date disable the task Start Time Figure 55 Schedule Date Time Dialog Box 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 73 Powered by Resource Software International Ltd RSI Please note the scheduled task will only be executed if the Run Task box is checked Additionally the settings on this dialog can only be modified when the Run Task option is checked Use the above dialog box to schedule the date time and frequency of report generation Reports can be scheduled to execute every x minutes hours days weeks or months For example to schedule a report for weekly execution set the Every option to 1 Week Select the first date of execution by pressing the Date Time Picker button located to the right of the Start Date field Change the execution time by clicking the Start Time field pressing the delete key and then entering the new ti
61. ents These options can also be utilized to attach a subject to the emailed report If your scheduled task does not require emailing then its email options should be empty Use the following instructions to modify a scheduled task s email options 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Task Scheduler menu item from the My Reporter menu The Task Scheduler page should now be visible on your screen 3 View the task s email options by clicking and expanding the selected task email options button i e click the task s right most plus sign The task s email options should now be visible gt ACTIVITY REPORTER Welcome Administrator Task Scheduler Report Definition Schedule Click and expand a task s Email plus sign to view its email options Press the Add button to Press the Delete button to add an email recipient or remove an email recipient or email subject to the task email subject from the task Figure 58 Scheduled Task Email Options Please note the task s email option will be empty when it has no email recipient s Note Emailing reports via the Task Scheduler will fail unless the Activity Reporter Email Settings have been configured see Email Configuration 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailo
62. enu The Common Settings page should now be visible on your screen gt ACTIVITY REPORTER Welcome Administrator Common Settings P Use the Company Company Quota Startup Backup Name Address City State and Country fields to change the address reem emer ABC COMPANY information displayed in Ke N ORT fe L the report header Site Id E JPEG or BMP max 200x100 City State Telephone Press the Company d Logo button to change seins what ft dd the logo displayed in vene the report header Facsimile Figure 48 Common Settings Page 3 Press the OK button to save your changes 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 66 Powered by Resource Software International Ltd RSI You have now successfully customized your report headers with your company logo and address information Please note this information will appear on all Activity Reporter reports Report Repository The Activity Report repository is a report storage area for previously generated reports Users can elect to save a report to the repository during report generation see The Activity Reporter Task Scheduler can generate reports during off hours and store them in the repository Users can access the repository at any tim
63. eps to access the Activity Reporter Template Viewer Design Tool 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Views menu item from the Activity Reporter main menu The Views List page should now be visible 4 From the View List page select the database view you wish to customize see For the purposes of this example we will utilize a Call Detail Custom view e g Sales Department Calls Press the Configure Template button to access the template design tool Note this item will be disabled unless your login account has te eter Lom administrator privileges iews Jee r My Reporter Sales Department Calls v ja CC i a puration umber ez i SMITH 2344 Columbus Reynoldsburg Toes aaa EE MARY 2140 0241 Westerville 00 31 24 61433281871 00 00 00 null 13 08 11 2007 23 21 42 Figure 31 Template Design Button O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 49 Powered by Resource Software International Ltd RSI 5 Press the Configure Template button shown above to access the Activity Reporter Template Design tool The Template Design dialog box should now be visible e gt ACTIVITY REPORTER Report Template Administrator Webpag
64. ernatively to modify an existing task simply click any task information field i e click the text Demo Report in the Description field shown above The selected task s background color will change to white and the task can now be edited 4 Use the task Type drop down list box to select the type of task you are scheduling There are two types of tasks that can be selected They are as follows Task Type Description Report Select this task type to schedule any of Activity Reporter s available reports see Selecting a Report Note Most environments will create only this type of tasks Alert Select this task type to generate a real time alert each time a telephone call matching the filter criteria specified by the task s report definition field is captured and processed by the system When the alert event occurs an email will be delivered to all email addresses listed in the task s email recipient lists Note Alert tasks are rarely used and are only available on CDR data i e telephone calls 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 71 Powered by Resource Software International Ltd RSI To schedule a report select the Report option To schedule an alert select the Alert option 5 Type a brief description highlighting what the s
65. formation you wish to modify gt ACTIVITY REPORTER Department Settings Administrator Microsoft Internet Explorer provided by Rogers Hi Spe DER Go v http focalhost 2647 frames html main departments html amp menuid 11 193 Google EI dr E gt ACTIVITY REPORTER Department Settings Adm f r e v gt page Gh Tools gt 3 Click and expand the plus gt ACTI pein Save button to sign next to the record your changes Department Name to view views Repor its employee list Welcome Administrator Department Settings P Department Name CERE Administration S User Name Extension Account Code DEES mg fgg LT Save Cancel Click the employee you wish to aie modify Next click or tab to the desired personnel field and enter its new value Delete Import Figure 10 Modifying Department Personnel Information 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 25 Powered by Resource Software International Ltd RSI 5 Update the employee information by pressing the Save button below its department name Update the department name by pressing the Save button at the bottom of this page Please note duplicate department names or extensions are not permitted An error message will b
66. guages English Canadian French Latin American Spanish Spanish Dutch French German and Italian The language utilized is determined during software installation Administrators and Users Access to the software like the BCM is restricted to verified Activity Reporter user accounts These accounts are managed by the application not the BCM i e accounts are created within the Activity Reporter by the software administrator and not through the BCM element manager There are two types of Activity Reporter authorizations Administrators and Users In addition to having access to all the features of Activity Reporter Administrators can specify and change configuration settings within the software 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 9 Powered by Resource Software International Ltd RSI For security purposes and to maintain system stability only operators with Administrator capabilities can change the system configuration settings While Users cannot modify the core settings of Activity Reporter they can specify and change some personal preferences and basic reporting parameters Historical Database Historical BCM telephone metrics information is stored in a standard SQLite database If operators have reporting requirements that are
67. ics retrieval event The log will identify connectivity issues such as a missing BCM Activity Reporter key code and or invalid BCM account information Additionally it will also summarize the type of data collected Examine this log to determine if BCM telephony metrics retrieval was successful or why it failed Reports Log Access the Reports Log by selecting it from the Admin gt System Logs menu This log contains a detailed history of each scheduled report event Examine this log to verify if your scheduled tasks has executed or why it failed 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 92 Powered by Resource Software International Ltd RSI Changing Your Password Access to the Activity Reporter software like the BCM is restricted to verified Activity Reporter user accounts The Activity Reporter administrator assigned each account a password when it was created see Managing Activity Reporter Accounts The user can change their account password at any type by using the following steps 1 Select the Change Password menu item from the My Reporter menu 2 The Change Password screen should now be visible on your screen NORTEL gt ACTIVITY REPORTER Welcome User Change Password P Type your account s current password into this box
68. ilored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 24 Powered by Resource Software International Ltd RSI Modifying Personnel Information The Activity Reporter Departments Personnel database should be updated each time your organization personnel information changes For example update this database if a department name is changes an employee name changes or a new employee replaces an existing employee Maintaining an updated Department Personnel database will ensure the personnel information displayed on the Activity Reporter extension and account code reports is accurate To maintain system stability only operators with Administrator capabilities can modify personnel information Use the following steps modify personnel information in the Department Personnel database 1 Launch the Activity Reporter software see Starting Activity Reporter 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Departments Personnel menu item from the sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges 4 Next click the department name you wish to modify To modify department users information expand the department by clicking its corresponding plus sign The department tree will expand Now click the user in
69. indows XP and Windows Vista are registered trademarks of Microsoft Corporation Java is a trademark of Sun Microsystems Incorporated All other trademarks and registered trademarks are the property of their respective owners 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 2 Powered by Resource Software International Ltd RSI TABLE OF CONTENTS LIST OF PUG E 4 CHANGE HISTORY EE 6 HOW TO USE THIS GUIDE sicississsscansnsncrcenceenmndaanciundccnunnned senanaactucncennnsixanaadencekedaneabaniorndddankedaaaierdanmneciuns 7 tee Go WONT EE 7 How this guide is organized EE 7 INTRODUCTION WE 8 Web Based User Interface E 8 Ej 0 10051010 in TE EE Aa aa EEE 8 Administrators HEES 8 Historical Database sssrini seeni ep E a raaa devas tance mmnentanteocienedueenavacee 9 System SoftWare E 9 PC Reouirements 10 Recommended Minimum PC Specification ccccccccccccceccccecccecceeeeceeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeneneees 10 EUREN 10 STARTING ACTIVITY REPORTER ossccssticecsecstnstscstenscesiccnannnns sccnsecetniuennndsanitnaananaendsacnsieaeneeneantiensewatienten 11 MANAGING ACTIVITY REPORTER ACCOUNTS mmnnnvnvvvvvnnnnnnnnnnnnnvnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennennnnnnnnnnn 15 Adding an ACCOUNT EE 16 BI WC AN ACCOUNT EE 18 Modifying LEE Og REE ET R
70. ine number into the CO box e g 61 The line number entered must match the line information captured by the Activity Reporter software Use the Activity Reporter Database Viewer tool see Viewing BCM Telephony Metrics to examine the line numbers captured by the software Next enter the line s phone number into the Phone Number box Finally use drop down list in the Department field to associate the line with a department If you do not wish to link a line to a Department then leave the Department field blank 6 Press the Save button to add the line information to the database You have now successfully added line information to the Lines database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 30 Powered by Resource Software International Ltd RSI Deleting Lines Information Activity Reporter line information that is no longer valid i e line has been removed from the system should be deleted To maintain system stability only operators with Administrator capabilities can delete line information Use the following steps to delete line information from the Lines database 1 2 6 Launch the Activity Reporter software see Starting Activity Reporter Login using an account with administrator privileges i e the administrator account
71. ion in date order Detail information by extension number Detail information by line or trunk puffiber Consolidated figures grouped by account code Consolidated figures grouped by call type direction Consolidated figures grouped by country Consolidated figures grouped by department Consolidated figures grouped by extension Summary of top 25 numbers Figure 34 Call Detail Report Menu Each report group can contain two distinct types of reports e g Detail Reports or Summary Reports Detail Reports Detail reports provide a complete detailed list of telephone activity i e each telephone call placed received by extension 221 whereas Summary Reports provide summarized telephony activity i e the total number of calls placed by extension 221 Each Detail report contains a report specific user interface The user interface provides users with control over report content and formats Users with administrator privileges can create custom report templates see The templates can be saved and re used again and again Detail reports are available for each type of telephony metrics e g CDR CCR Hunt Group Voice Mail captured by Activity Reporter Detail reports can be presented using one of two available Report Layouts e g Detail or Group Detail The Detail Layout report format lists all telephony activity one line after another with no separation For example if you generate a Chronological Detail report using the Detail layo
72. is not visible and the user wishes to modify it then they will need to scroll to the bottom of the list assign its new value and then press the Apply button If this item is commonly used then it may be best to move it to the top of the filter list Change a filter list s item order by clicking its corresponding check box located to the left of the filter item For example to move the Call Type filter item to the top of the list click its check box gt ACTIVITY REPORTER Report Template Administrator Webpage D X Template Filter Type Value Default Seen 00 30 00 891891891 TA E Lp Cs pateto tie O o h bgt call Type eeh User Th Press the Up button to move Select the Filter Item to be the filter item up Press the moved Down button to move the filter item down Delete Close Figure 30 Changing the Filter List Order Next repeatedly press the Up button until the Call Type filter item is moved to the top of the list You have now successfully changed the order of the filter items in your customized database view Return to the database viewer and select your customized view to see the effect of your changes see Selecting a Database View Alternatively you can select a report that utilizes this template see Selecting a Report 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at
73. kup file List of backups available database backup file stored on a you wish to restore b S different folder or computer Once from the list of located press the Upload button to available backups add the file to the List of backups available Press the Delete button to delete the selected back up file Press the Download button to copy the selected back up file to another folder computer Press the Restore button to restore the selected back up file Restore Download Figure 67 Database Backup Page 3 Optionally use the Browse and Upload buttons to retrieve a database backup from a different folder computer 4 Select the desired backup file from the List of backups available and then press the Restore button to restore the database A prompt confirming your database restore request will be displayed 5 Press the OK button to perform the database restore Please note your existing database will be overwritten if you press the OK button 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 88 Powered by Resource Software International Ltd RSI You have now successfully restored a previously backed up database Notes Press the Restore page s Delete button to delete a database backup file Press the Download button
74. l be included in the report for each tree Information displayed in the detail report includes date tree greeting table path type table description destination number of selections count and status E enabled D disabled Summary Reports The Custom Call Routing Summary Report summarizes CCR activity by Tree Greeting Table and Greeting Table Path This report can be generated using either a report layout of Summary or Graph Generating the report using the Graph report layout will graphically display the number of times a greeting table path was selected for each tree Both the Summary and Graph layouts generate a new report page for each tree Information displayed in the summary report includes tree greeting table path type table description and total number of selections count Hunt Group Reports The Activity Reporter software contains both Hunt Group Detail and Summary reports These reports provide detail and summary information respectively on your organizations hunt groups activity Detail Reports The Hunt Group Detail Report details Hunt Group activity for each hour of the day This report can be generated using either a report layout of Detail or Group Detail Generating the report using the Group Detail Report layout will group activity by Hunt Group A new page will be included in the report for each Hunt Group 2007 Activity Reporter is developed by Resource Software International Ltd RSI Informatio
75. ld data from the Activity Reporter database tables that is no longer required for your reporting purposes Executing this operation every few months will increase the performance of your software Use the following instructions to access the Purge Data tool 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Maintenance menu item from the Admin menu Next select the Purge Data menu item The Purge Data page should now be visible on your screen NORTEL gt ACTIVITY REPORTER Welcome Administrator Purge Data P Click the Purge raw data option to remove the backed up raw data from the database Click the Date from and Ba dee eiert SS Date to buttons to select the ESA database records you wish Purge raw data Click the Shrink database Shrink database a E Click the Purge orphaned option to compress the Purge orphaned parsed data W I arsed data option to database after the purge p p operation has been remove any database Ok Cancel records whose backed up completed i raw data cannot be found in the database to purge Figure 64 Purge Data Page 3 Press the Date from button to display the Date Picker dialog box e Date Picker Webpage Dialog x May 2007 DEM v 2007 v Sun Mon Tue Wed Thu Fri Sat Figure 65 Purge Data Date Picker Dialog Box Use
76. ld now be visible on your screen Meryl gt ACTIVITY REPORTER i Cote Vans sa Check the lear Data Tables option to remove all personnel line and parsed telephony metrics data from the system ome Administrator Clear System P ma JF K Check the Clear Raw Data Table option to remove raw telephony metrics data pulled from the BCM Tables Clear Data Tables Check a Log option to Clear Raw Data Table reset its corresponding log Logs 8 at x file For more information Clear Web Log see System Log Files Clear Main Log Clear Raw Data Log Clear Report Alerts Log Check the Clear Users option to delete all Activity Reporter accounts The administrator account will not be deleted Clear Temporary Folders Check a Shrink Database Users and Security option to compress the Clear Users Activity Reporter Database Shrink Database after the clear operation completes Figure 68 Clear System Page 3 Use the Tables and File options to clear the desired database tables and logs Check the Clear Data Tables option to clear the Departments Personnel Line Information and Telephony Metrics CDR CCR hunt group and voice mail database tables Check the Clear Raw Data Table option to remove all raw telephony metrics data pulled from the BCM Use the Logs option to reset the Activity Reporter Web Log Main Log Raw Data Log Report Log files This option also cle
77. lease for GA 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 7 Powered by Resource Software International Ltd RSI How to Use this Guide Introduction This guide is designed to allow Activity Reporter users to operate Activity Reporter for BCM 50 Release 3 Activity Reporter must be installed and configured prior to using this guide For information on how to install and configure this software please consult the Activity Reporter Installation amp Startup Guide How this guide is organized The Activity Reporter User Guide is organized as follows How to Use this Document Introduction Starting Activity Reporter Managing Activity Reporter Accounts Managing the Departments Personnel Database Managing the Line Numbers Database Viewing BCM Telephony Metrics Reports Using the Task Scheduler Database Maintenance Tools System Log Files Changing Your Password Accessing the On Line Manual References Provides a brief overview identifying the organization of this guide Provides an overview of the conceptual organization of the Activity Reporter product Describes how to launch the Nortel Activity Reporter software Describes how to add delete and modify Activity Reporter user accounts Describes how to ad
78. ll of the options 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 78 Powered by Resource Software International Ltd RSI Email Configuration The Activity Reporter software utilizes the Simple Mail Transfer Protocol SMTP to deliver reports generated by the Task Scheduler via email As a result an email client e g Outlook Outlook Express Lotus Notes etc does not need to be deployed on the Activity Reporter web server The Activity Reporter software must be configured with your email server s SMTP settings before emailing of reports is possible Only Activity Reporter users with administrative privileges can configure the SMTP settings Use the following steps to configure the Activity Reporter software SMTP settings 1 Launch and log into Activity Reporter see using an account with administrator privileges 2 Select the Web Server menu item from the Configure menu The Web Server Configuration page should now be visible on your screen 3 Click the Email Settings tab The Email Setting dialog should now be visible on your screen Views Configure lt ISP Company Mail Server Address gt user company com Company Name user company com Normal No s Figure 61 Configure EMail Settings Use the SMTP Server Name
79. lue of Any implies the filter is not active Report Number of records 97 Condition s All Records Date amp Time User Ext Short Region Duration Number Type na 13 01 04 2007 11 02 919055764575 O 00 S 91 re Account Code 919055764575 01 04 2007 i 919055764575 0 Generated in 0 625 sec LK 3 Change a Filter option by clicking on it For example to change the Date from filter option click its filter value Any 4 You should now be able to edit the filter value Either type the new filter value into the filter value box or press the filter value button i e button with three dots If you are typing multiple values into a O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 35 Powered by Resource Software International Ltd RSI filter value box you must separate each value by a comma For example to filter by extension 2221 and 2222 type 2221 2222 into the filter value box Please note if you are unable to type in the filter value box then you must press the filter value button Pressing the filter value button will display a dialog box you can use to specify the filter value note the filter value button is not available on all filters For example pressing the Date from filter value button displays a Date
80. m nortel gt ACTIVITY REPORTER Page 41 Powered by Resource Software International Ltd RSI Adding a Filter Item Add a new filter item to the filter list by pressing the Add button see Figure 23 Template Views Filter List A new filter item will appear at the bottom of the filter list i e below Department User Template Filter Ty value Default z F bathe Press the Value Editor button to Click the Filter Type drop fe from 8 Days Ago display a dialog box that lets you down list to select the filter ei choose a default value for the filter om yo ed not available on all filter types CO Line Call Class Call T Kier ee Specify the default filter value by typing it in the space provided Click this field and press the delete key to allow the user to specify the filter Cost Range value within the database browser window i e Date from set value to lt Ask User Date to Date amp Time from Date amp Time to Press the Save button to Department User add the new filter Type to Duration Limits the Filter list Group Zone Number Length Number Prefix PBX Source Port Region Report Date Ring Time Time Range Figure 25 Adding a Filter Click the Filter Type drop down list to select the desired filter type e g Duration Limits Next specify the filter item s value using the Value Default box Type the new filter value into the filter value box or press the Value Editor button shown abov
81. me Press the OK button to save your execution time Press the Save button to record the changes to your scheduled report information and execution time Your new modified scheduled task should now be visible in the Task Scheduler List gt ACTIVITY REPORTER Welcome Administrator Task Scheduler SI Number of records 2 Type Description Report Definition Schedule The new modified task information is visible here Click and expand a task s plus signs to view its current status and recipient email list Delete Figure 56 Save Activity Reporter Scheduled Task You have now successfully added modified a scheduled report using the Task Scheduler If you would like email the scheduled report to members of your organization then you will need to associate the task with an email recipient list please see Modifying a Scheduled Task s Email Options Deleting a Scheduled Task Use the following steps to delete an existing Activity Reporter task 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges Select the Task Scheduler menu item from the My Reporter menu The Task Scheduler page should now be visible on your screen 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER P
82. n about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 54 Powered by Resource Software International Ltd RSI Information displayed in the detail report includes date time hunt group group name number of calls abandoned calls busy calls overflow calls and queue time Summary Reports The Hunt Group Detail Report summarizes Hunt Group activity by hunt group This report can be generated using either a report layout of Summary or Graph Generating the report using the Graph report layout will graphically display the total answered abandoned busy and overflow calls for each hunt group Both the Summary and Graph layouts generate a new report page for each hunt group Information displayed in the summary report includes hunt group group name total answered abandoned busy and overflow calls Voice Mail Reports The Activity Reporter software contains both Voice Mail Detail and Summary reports These reports provide detail and summary information respectively on your organizations voice mailbox activity Detail Reports The Voice Mail Detail Report highlights Voice Mail activity by mailbox and date This report can be generated using either a report layout of Detail or Group Detail Generating the report using the Group Detail Report layout will group activity by mailbox A new page will be included in the report for each mailbox Information displaye
83. n into the Activity Reporter Departments Personnel database Notes The first line of the text file must identify the fields contained within the file Each subsequent line in the import file must contain personnel information for a single employee For example if the file contains User Extension Department and Account Code information then the import file should resemble the following User Ext Department Code Smith John 119 Sales 8001 Cheung Mary 107 Administration 1221 The following table provides a list of field names that can be used within the import file Field Name Description Dept Name Ext User s extension number Extension Station Code User saccount code Password Account Code Please note both duplicate and invalid information in the import file will be ignored O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 28 Powered by Resource Software International Ltd RSI Managing the Line Numbers Database Use the Activity Reporter Line Numbers database to associate a telephone number and department name with a CO i e telephone line Adding department and phone number information for each CO i e line will improve the content and readability of the Activity Reporter Line reports This section of
84. on see Activity Reporter Installation Startup Guide This chapter provides details on how to start Activity Reporter To start the Activity Reporter software on the Activity Reporter Web Server please use the following steps ARON Press the Windows Start button Select the Programs menu item Select the Nortel menu item Select the Activity Reporter menu item Click the Run Activity Reporter icon To start the Activity Reporter software from other PCs please use the following steps 1 Start Internet Explorer 2 Connect your browser to the Activity Reporter Web Server using one of the following URLs a b http lt Activity Reporter Web Server gt lt Port Number gt login htm Please remember to substitute lt Activity Reporter Web Server gt with the Activity Reporter Web Server s computer name Also remember to substitute lt Port Number gt with the port utilized by the Activity Reporter Web Server Your Activity Reporter administrator should be able to provide you with this information For example if the Activity Reporter Web Server s computer name is Station30 and its utilizing port 1724 then you would enter the following address into your browser http station30 1724 login html If the Activity Reporter Web Server is utilizing port 80 then the port number can be omitted from the URL http station30 login html Nortel recommends you utilize the Activity Reporter Web Server computer name http lt IP Addre
85. ord your new email option Note A task s email option can contain multiple e mail addresses but should have only one e mail subject Emailing reports via the Task Scheduler will fail unless the Activity Reporter Email Settings have been configured see Email Configuration O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 77 Powered by Resource Software International Ltd RSI Deleting an Email Option Remove an email recipient or email subject from a task by checking its corresponding check box located to the left of the option and then pressing the email options Delete button gt ACTIVITY REPORTER Check an email Welcome Administrator options check box to Task Scheduler SI mark it for deletion Description Report Definition Schedule Property Typ Alert E mail Subject Weekly Sales Calls Report Recipient E mail Address mjones companyname com Mary Jones Recipient E mail Address jsmith companyname com John Smith Delete Pres the e mail options Delete button to remove all checked options Delete Figure 60 Deleting a Task E mail Option s Mark an e mail option for deletion by clicking its check box Next press the e mail option s Delete button to remove it from the task Deactivate a scheduled task s email options by deleting a
86. ort will appear within the current browser window i e the window where you pressed the OK button If the Send to Repository option is selected the report will be saved to the user s report repository The Report Repository is a report storage folder Users can store reports in the repository and review them at a later date see Report Repository 6 Press the OK button to generate the report Report generation may take a few seconds to several minutes depending on call volumes Once completed the report will be displayed on your screen NORTEL gt ACTIVITY REPORTER 7 Home Configure Views Report Admin Help My Reporter Welcome Administrator Heer BOR Bl gt er ok o AO AS S 4 9A B 8 B 7 4 B4 IDE GH Page 2 Extension Detail N RT E L Detail information by extension number Thu Dec 7 2006 00 26 44 EST ABC COMPANY 123 Street Crt Somewhere State Ext 2162 Date amp Time Ext Duration Region Number 2007 08 11 13 34 01 2162 00 00 48 Columbus 6143252263 Reynoldsburg Westerville UNITED STATES OF AMERICA Ohio 2007 08 11 18 53 04 2162 00 03 29 Columbus 6145813326 Reynoldsburg Westerville UNITED STATES OF AMERICA Ohio Signatures Figure 42 Extension Detail Sample Report 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIV
87. orter main menu The Report List page should now be visible 4 From the Report List page select the report you wish to customize see For the purposes of this example we will utilize the Extension Detail Report ag rv BEPDANDTED Press the Configure Template button to access the template design tool Note this item will be disabled unless your login account has administrator privileges Configure Extension Detail v S Ej Detail A oO iiis x gt Figure 43 Report Configure Template Button 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 62 Powered by Resource Software International Ltd RSI 5 Press the Configure Template button shown above to access the Activity Reporter Template Design tool The Template Design dialog should now be visible e gt ACTIVITY REPORTER Report Template Administrator Webpage D fx Template Filter Note Pre configured templates are locked i e cannot be modified Use the Copy button to create a new template This template is Locked Authorized users may modify filters or create copies nane Call Detail View Me Description Call detail records vier Figure 44 Template Design Dialog The warning message This template is Locked will appear on the Template tab of pre configur
88. pdated Lines database will ensure the line information displayed on the Activity Reporter Line reports is accurate To maintain system stability only operators with Administrator capabilities can modify line information Use the following steps modify line information in the Lines database 1 Launch the Activity Reporter software see Starting Activity Reporter 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Line Numbers menu item from the Data Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges The Lines page should now be visible 4 Next click the check box located to the left of the line you wish to edit 5 Press the Edit button located at the bottom of the screen Now click the line information field you wish to modify gt ACTIVITY REPORTER Welcome Administrator Lines P Department 212 555 8843 Click the line information you wish to modify Next click or tab to the desired line information field and enter its new value Cancel Figure 15 Modifying Line Information 6 Press the Save button to record your changes You have now successfully modified the Activity Reporter Lines Database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other produc
89. ponding code into the Account Code box Please note BCM account codes and or class of service codes are configured utilizing the Element Manager see the BCM s on line documentation for details 9 Press the Save button below the new name to add the employee to the department Please note duplicate extensions are not permitted An error message will be displayed if you attempt to add a duplicate extension You have now successfully added personnel information to the Activity Reporter Departments Personnel database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 23 Powered by Resource Software International Ltd RSI Deleting Personnel Information Activity Reporter personnel information that is no longer valid i e extension or account code has been removed from the system should be deleted To maintain system stability only operators with Administrator capabilities can delete personnel information Use the following steps to delete personnel information from the Department Personnel database Launch the Activity Reporter software see Starting Activity Reporter 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Departments Personnel men
90. ption Select voice mail statistics on or after this date Select voice mail statistics on or before this date Last Access from Select voice mail statistics for mailboxes with a last access date on or after the date specified Last Access to Select voice mail statistics for mailboxes with a last access date on or before the date specified Select voice mail statistics for the specified mailboxes Select voice mail statistics for mailboxes with the specified mailbox name s O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 48 Powered by Resource Software International Ltd RSI Deleting a Database View Activity Reporter users can utilize the Database Viewer to examine CDR CCR Hunt Group and Voice Mail metrics see The application is pre configured with database view templates for each telephony metric Activity Reporter users with administrator privileges can create custom database views see If a custom database view is no longer required then it should be deleted To delete a custom database view the user must access the Activity Reporter Template Viewer Design tool Only Activity Reporter users with administrator privileges can delete custom database views Warning A deleted database view cannot be recovered Use the following st
91. red for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 76 Powered by Resource Software International Ltd RSI Adding an Email Option Press a task s email options Add button to add an email recipient or email subject to the task A new email option will now appear in the list gt ACTIVITY REPORTER Press the Save button to add the new E mail i recipient or subject to Task Scheduler the task Welcome Administrator Schedule Use the Property Type list Use the Property Use the Name Description box to add either an E mail Value box to specify box to associate a name with recipient or E mail subject the new E mail an email address not to the task Cl recipient or subject Cl available with email subject Figure 59 Adding an Email Option to a Task Set the Property Type list box to E Mail Address to add another recipient to a task s email options Each e mail address contained in this list will be emailed a copy of the scheduled task s report Type the e mail address of the intended recipient into the Property Value box Optionally type the e mail recipient s name into the Name Description box Set the Property Type list box to E Mail Subject to add a subject line to the email sent to each recipient Type the e mail subject into the Property Value box The Name Description box is disabled when the Property Type option is set to E Mail Subject Finally press the Save button to rec
92. rements An Activity Reporter user computer must be able to connect to the Activity Reporter Web Server computer via their corporate network Activity Reporter can operate on both stand alone computers and network environments The minimum recommended requirements for an Activity Reporter Web user computer are as follows Recommended Minimum PC Specification e Computer Pentium Ill or greater e Memory 512 MB e Disk Space 50 MB or greater depending on call volumes e Network Connectivity to Activity Reporter Web Server e Operating System Windows XP Professional SP2 or greater Windows 2000 Professional SP4 or greater Windows 2003 Server Windows Vista e Browser Internet Explorer 6 x or later Connectivity Only the Activity Reporter Web Server requires connectivity to the BCM Users accessing the Activity Reporter software from other computers require connectivity to the Activity Reporter Web Server via the corporate network 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 11 Powered by Resource Software International Ltd RSI Starting Activity Reporter Activity Reporter is used to track and report on an organization s telephone activities However before you can use the software you must install and configure it with your BCM system informati
93. rnational Ltd RSI If the email server utilized by your company does not require authentication then leave this screen blank Otherwise use the SMTP Auth Settings dialog shown above to select the type of authentication required by your email server Check the Use Authentication box if your email server requires SMTP Authentication only Next enter a valid email address and password i e your email address and password into the User Name and Password boxes respectively Check the Use Pop before SMTP Auth box if your email server requires this type of authentication Next enter the POP3 email server name email address and password recognized by your email server into the POP3 Server Name User Name and Password boxes respectively 5 You have now successfully configured the Activity Reporter email settings Press the Save amp Test button located on the Email Settings tab to verify your configuration If the test fails examine the Activity Reporter Main Log for diagnostic information Note If you require assistance with the configuration of the Activity Reporter email settings contact your network administrator 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 81 Powered by Resource Software International Ltd RSI Viewing a Scheduled Task s Status
94. rvices tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 83 Powered by Resource Software International Ltd RSI Database Maintenance Tools The Activity Reporter Web Server connects to the BCM via IP and retrieves telephony metrics data for CDR CCR Hunt Group and Voice Mail activity The captured information is stored into the Activity Reporter database tables The database tables will continue to grow as more and more data is captured Proper database maintenance is required to ensure your Activity Reporter software operates properly For example report generation will slow as more and more records are added to the database Deleting archiving old data will improve the performance of your software The Activity Reporter software contains the following database maintenance tools Purge Data Backup Database Restore Database Clear System The Activity Reporter Database Maintenance Tools are only accessible to users with Administrator privileges om Nortel recommends a database backup be performed regularly e g weekly O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 84 Powered by Resource Software International Ltd RSI Purge Data Use the Activity Reporter Purge Data tool to remove o
95. s and total and average call duration Please note the department information displayed is obtained from the Activity Reporter Departments Personnel database Users must populate this database prior to report generation Extension This report contains a one line summary for each extension e g extension 221 222 223 224 225 etc highlighting the number of incoming outgoing and total calls and total and average call duration Frequently Called This report contains a one line summary for the top 25 frequently dialed numbers Numbers highlighting the number of incoming outgoing and total calls and total and average call duration Please note for incoming calls the Caller ID information is utilized Line This report contains a one line summary for each line e g line 61 62 63 64 65 i etc highlighting the number of incoming outgoing and total calls and total and average call duration Custom Call Routing Reports The Activity Reporter software contains both Custom Call Routing Detail and Summary reports These reports provide detail and summary information respectively on your organizations custom call routing activity Detail Reports The Custom Call Routing Detail Report details CCR activity on each Tree and Greeting Table Path by date This report can be generated using either a report layout of Detail or Group Detail Generating the report using the Group Detail Report layout will group activity by CCR tree A new page wil
96. se However when entered this information will be added to the Activity Reporter Extension Reports and make them easier to read 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 21 Powered by Resource Software International Ltd RSI Adding Personnel Information Adding personnel information for each extension on your telephone system will improve the content and readability of the Activity Reporter Extension and Account Code reports To maintain system stability only operators with Administrator privileges can add personnel information Use the following steps to add personnel information to the Department Personnel database 1 2 Launch the Activity Reporter software see Login using an account with administrator privileges i e the administrator account Select the Database Settings sub menu from the Configure menu Next select the Departments Personnel menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges Press the Add button located on the bottom of this screen to add a new department to the database Configure Views My Reporter Welcome Administrator Ka dd Cay Sales l r Technical Administration Type the new Department
97. set this option to CCR to schedule a Hunt Group Report set this option to HNT or to schedule a Voice Mail Report set this option to MBX Use the Report Format option to schedule either a Detailed or Summary report for the telephony metric identified by the Data Type option For example set the Data Type option to HNT and Report Format option to Detailed to schedule a Hunt Group Summary Report Use the Report Template option to select a report template from the corresponding Data Type and Report Format options report template list The Report Template chosen will determine the 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 72 Powered by Resource Software International Ltd RSI appearance and content of the report For example to generate an Extension Detail Report set Data Type to CDR Report Format to Detailed and Report Template to Extension Detail Use the Report Layout option to select a report layout from corresponding Report Template option s layout list Possible values are Detail Group Detail Summary and Graph For example to generate a Custom Call Routing Graph Summary Report set the Data Type to CCR Report Format to Summary Report Template to Custom Call Routing and Report Layout to Graph For a description of Activity Reporter report types formats and templates please se
98. sk Scheduler Page O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 70 Powered by Resource Software International Ltd RSI Creating Modifying a Scheduled New Task Use the following steps to create modify a new Activity Reporter task 1 Launch and log into Activity Reporter see Starting Activity Reporter using an account with administrator privileges 2 Select the Task Scheduler menu item from the My Reporter menu The Task Scheduler page should now be visible on your screen 3 Add a new task by pressing the Add button located on the bottom of the Task Scheduler page A new task should be added to the list of scheduled tasks NORTEL gt ACTIVITY REPORTER Welcome Administrator Task Scheduler P Number of records 1 EN a Type Description Report Definition Schedule OY Report Demo Report Template Account Code Detail amp Cl Every 1 Hour from 12 05 2006 23 Vo Report Use the Type drop down Type a description of Press the Report Press the Schedule button list box to identify the type what this task does into Definition button to to set the schedule task s of task you are scheduling the description box select the report you execution date and time i e Report or Alert wish to schedule Figure 53 Adding a New Task Alt
99. sne ae 15 Figure 59 Adding an Email Option to a Task rmnnnrnnnvovennnnnrrornnnsnnvenenennrvrnnnnnnnnnnennreennn 76 Figure 60 Deleting a Task E mail Option s ccceeeeeeeeeeeeeeeeeeneeeeeeeeeseeeeneeeeeeeees 77 Figure 61 Configure EMail Settings 1 ccisicsesconniccsstecasiexcacteccetecestavcaseececnecunnnecansecasnneannnedes 78 Figure 62 SMTP Auth Settings EE 79 Figure 63 Scheduled Task Email Options ccceeeeeeeeeeeeeceeeneeeeeesesnseeeeenseeeeeeees 81 Figure 64 Purge Data Page uuncsdannennsme inderne jmngngnnshdmengsde 84 Figure 65 Purge Data Date Picker Dialog Box 1ssrnnnnnnnnnonrnnnnvnnvenennvrrrnnnnnnnnnenenerennnn 84 Figure 66 Database Backup Page sisiccrascasstcacnicnaniecatextanniiderecdatavnateconsheawnetiansdeastonennevees 86 Figure 67 Database Backup Page esciicsiicccsccesscciaseveasesartiecertecovaesasdecendeceaneyvasseescebiaerivees 87 Figure 68 Clear System Page ccc ccccccccisseccsncnsbendstecasannnenedtnsddessaecccceeeseneensbeccbunateeecees 89 Figure 69 Change Account Password Page mmmmnnrsnvavonnnnnnrnnnnnnnnnnnnnnnnnrvrnnnnnnnnnnnnnnerennn 92 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 6 Powered by Resource Software International Ltd RSI Change History May 2007 1 New re
100. ss of Activity Reporter Web Server gt lt Port Number gt login html Please remember to substitute lt IP Address of Activity Reporter Web Server gt with the Activity Reporter Web Server s IP Address Also remember to substitute Port Number gt with the port utilized by the Activity Reporter Web Server Your Activity Reporter administrator should be able to provide you with this information For example if the Activity Reporter Web Server IP Address is 192 168 0 253 and utilizes port 1724 then you would enter the following address http 192 168 0 253 1724 login html O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 12 Powered by Resource Software International Ltd RSI If the Activity Reporter Web Server is utilizing port 80 then the port number can be omitted from the URL http 192 168 0 253 Iogin html Connecting to the Activity Reporter Web Server utilizing an IP Address will only be successful when the Web Server is utilizing a static IP address Warning Activity Reporter does not utilize the Secure Socket Layer SSL protocol when transmitting data i e web pages between the Activity Web Server and browsers operating on other computers Activity Reporter will now launch and the Login Validation screen will be displayed
101. te Name amp Description Dialog You have now successfully copied an existing template Each template contains a user defined filter list to identify which database records are visible when the view is active 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Powered by Resource Software International Ltd RSI 7 Click the view s Filter tab to examine and modify its filter list e gt ACTIVITY REPORTER Report Template Administrator Webpage D Ed Template Filter value Default Press the Up amp Down buttons to change the order of items in the filter list Note Only items that are checked will be moved Press the Delete button to remove any checked filter items from the filter list Press the Add button elle J Down to add a new filter item to the filter list Figure 24 Template Filter List Page 40 See the following sections for instructions on how to add delete or modify items in a view s template filter list For a list of and description of Activity Reporter filters please see Filter Lists and Descriptions 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost co
102. ter software Main Log SMDR Log Web Log Connectivity Log Reports Log Access the desired system log file by selecting the System Logs menu item from the Admin menu System logs contain valuable information that can be utilized to troubleshoot and resolve system errors For security reason System Logs are only accessible to users with Administrator privileges Main Log Access the Main Log by selecting it from the Admin gt System Logs menu A new log entry is added to the Main Log each time a major Activity Reporter function is executed For example an entry is added to this log each time the Activity Reporter web server is started or stopped telephony metrics are retrieved from the BCM and or a database maintenance operation see Database Maintenance Tools is performed If an error occurs during the operation of the Activity Reporter software consult this log for additional details SMDR Log Access the SMDR Log by selecting it from the Admin gt System Logs menu The SMDR Log contains a copy of the telephony metrics retrieved from the BCM Web Log Access the Web Log by selecting it from the Admin gt System Logs menu An entry is added to the Web Log each time the Activity Web Server port is opened This log may also contain web server error messages Connectivity Log Access the Connectivity Log by selecting it from the Admin gt System Logs menu This log contains a detailed history of every BCM telephony metr
103. the above dialog box to select the start date of the data you wish to purge O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 85 Powered by Resource Software International Ltd RSI 8 Repeat step 3 but this time press the Date to button to set the end date of the data you wish to purge Check the Purge Raw data option to permanently delete the raw data during the specified Date to and Date from period Purging the raw data will further reduce the size of your database Please note if the Purge Raw data option is not selected then only parsed records will be deleted from the database Check the Shrink Database option to have the Purge Data tool compress the database after the purge operation is completed Checking this option will increase the amount of time required to complete the database purge operation but will further reduced the size of your database Check the Purge orphaned parsed data option to remove any database records whose raw data records are not contained in the database Checking this option helps ensure database integrity Press the OK button to perform the database purge operation You have now successfully purged data from your databases O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information
104. tify and correct SMTP configuration issues These messages can be found in the Activity Reporter Main Log Use the Log successful events option to determine when diagnostic messages are generated If this option is set to No default value the diagnostic messages will only be generated when email delivery fails Set this value to Yes to generate diagnostic messages for all email attempts i e successful or failed attempts Press the Save amp Test button located at the bottom of the screen to instruct the software to send a test email to the address specified in To Email Address box Please note email delivery may fail unless the settings on the SMTP Auth tab have been provided see step 4 4 Next press the SMTP Auth tab to display the SMTP Auth Settings dialog Web Email Settings SMTP Auth SMTP Authentication Use Authentication User Name POP before SMT Use POP before SMTP POP3 Server Name User Name Password Figure 62 SMTP Auth Settings Most email servers require authentication before accepting an email request Usually email servers require SMTP Authentication only On occasion an email server may also require Pop before SMTP authentication 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 80 Powered by Resource Software Inte
105. tments Personnel Database Use the Activity Reporter Departments Personnel database to associate employee names and departments with an extension and or account code This section of the guide describes how to add modify and delete personnel information from Activity Reporter The Activity Reporter Department Personnel Database can be accessed from either the Activity Reporter Web Server or on any other computer on your network Only Activity Reporter accounts with administrator privileges can access the Departments Personnel Database Use the following steps to access the Activity Reporter Department Personnel Database 1 Launch the Activity Reporter software see 2 Login using an account with administrator privileges i e the administrator account 3 Select the Database Settings sub menu from the Configure menu Next select the Departments Personnel menu item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges The Departments Settings page should now be visible My Reporter I ge Sales lag Technical Press the Add button to Press the Delete button Press the Import button to add a new department to to remove a department import empolyee details the database from the database from a CSV file Activity Reporter does not require information to be entered in to its Departments Personnel databa
106. ts and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 32 Powered by Resource Software International Ltd RSI Viewing BCM Telephony Metrics The Activity Reporter Web Server connects to the BCM via IP and retrieves telephony metrics for CDR CCR Hunt Group and Voice Mail activity The user can examine this captured information by accessing the Activity Reporter Database Viewer This section of the guide describes how to utilize the Database Viewer to examine your BCM s telephony metrics Selecting a Database View The Activity Reporter application stores each BCM telephony metric e g CDR CCR Hunt Group and Voice Mail in a unique database Use the following steps to view the contents of an Activity Reporter database 1 Launch the Activity Reporter software see Starting Activity Reporter 2 Login using a valid Activity Reporter account Note Accounts with either administrator or user privileges can access the database viewer 3 Select the Views menu item from the Activity Reporter main menu The Views List page should now be visible NORTEL gt ACTIVITY REPORTER Welcome Administrator goff View List P Call Detail Records Custom Call Routing Each telephony metric has a group of database views Click and expand Voice Mail its corresponding plus sign to see its list of available views Hunt Groups Live Data Figure 16 View List Page A list of e
107. u item from the Database Settings sub menu Note The Configure menu will only be visible if the account used in step 2 has administrator privileges 4 Next click the check box located to the left of the department you wish to delete Press the Delete button located at the bottom of the screen to delete the department To delete a user name from a department expand the department by clicking its corresponding plus sign The department tree will expand Now click the check box located to the left of the user name you wish to delete Press the Delete button below the department s employee list 5 A prompt confirming your deletion request should now be visible on your screen gt ACTIVITY REPORTER Welcome Administrator Department Settings P B User Name Extension Account Code Add Security Delete Windows Internet Explorer EN Press the Delete button i s Do you realy weh idete al eee f to delete the user from ess proceed Select the user you Press cancel to return to record view the department wish to delete ax Press this Delete button to delete a department Delete Import Figure 9 Deleting Personnel from a Department 6 Press the Ok button to delete the account You have now successfully deleted personnel information from the Departments Personnel database 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services ta
108. unts please see Creating Modify User Accounts O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 14 Powered by Resource Software International Ltd RSI After successfully logging into Activity Reporter its main window should be visible within your browser fe gt ACTIVITY REPORTER Home Administrator Microsoft Internet Explorer provided by Rogers Hi Speed Internet JE Eq FEH f ka Ev http flocalhost 2647 frames html main index html amp menuid 0 welt x gt D do lenge Gross w k gt ACTIVITY REPORTER Home Administrator Welcome Administrator gt ACTIVITY REPORTER gt BUSINESS MADE gt POWERED BY en www telecost com Local intranet 100 Figure 2 Home Page You have now successfully launched and logged into the Activity Reporter application 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 15 Powered by Resource Software International Ltd RSI Managing Activity Reporter Accounts Access to the Activity Reporter software like the BCM is restricted to authorized Activity Reporter accounts These accounts are
109. ure 7 Adding a Department ssiccccicncancssaiecconnicanniduntes tantaniantxensartasaucoteclennadeanaecdsnmeinenaens 21 Figure 8 Adding Personnel to a Department 22 Figure 9 Deleting Personnel from a Department 23 Figure 10 Modifying Department Personnel Information rnvrrvrrnnnnnnnonnnnrrrrnnnnnnnnnnnnn 24 Figure 11 Importing Personnel Information ccceeceeeeeeeeeeeceeeseeeeneenseeenneeeeeeeeees 26 Figure 12 Line Numbers Database Page s s ccc ccceeeeeeeeeeeeeeeeeeeceeeeeeseeeeeeneeeeeeenes 28 Figure 13 Adding Line Information 2222 cccceseeesceecceeeeeeeeeessseeeceseneeeeeesseceeaneneeeesnees 29 Figure 14 Deleting Line Information eererrnnnnnnnnvnnvennnnnenrnnnnnnnnennnnennnnnnnnnnnnnnenenennnn 30 Figure 15 Modifying Line eg icctsscatanetincnesceaddvatneboterienca ni rammguablemetanaasceticateabanss 31 ie 16 VET e 32 Figure 17 Call Detail EE 33 Figure 18 e He 33 Figure 19 Date Picker Dialog Box uuantus cecncsctatascssutancteacereiaaieanastonsecceraatiartencdutpendias 35 Figure 20 Select Users NIE RE 35 Figure 21 Template Design Button WT 37 Figure 22 Template Design Dialog EE 38 Figure 23 Template Name A Description Dialog 39 Figure 24 Template Filter List csstcccotsicontinaieccennieassadaasan esatncnetacesnPedanaudetenieneadansgacanubeanenness 40 Figure 25 ER UE 41 Figure 26 Duration Limits Dialog BOX citiecttcccctcstentthametineanderakatiocesbooresnointanssneb
110. ut calls are listed on the report in chronological order When the date of the call changes it is simply printed below the previous day s calls i e on the same page However if you generate a Chronological Detail report using the Group Detail layout calls in the report are grouped by date i e calls from each date are printed on unique pages Select the desired detail report by clicking the report name e g Account Code Detail Custom Call Routing Detail Report etc Summary Reports Summary Reports provide users with an overview of BCM telephone activity For example they can provide you with the summary of telephony activity by extension CCR tree Hunt Group or Mailbox Whereas Detail Reports provide users with a detailed listing of all telephone activity i e a list of calls placed by extension 221 Each Summary report contains a report specific user interface The user interface provides users with 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at gt ACTIVITY REPORTER Page 52 Powered by Resource Software International Ltd RSI control over report content and formats Users can create custom report templates see Creating Modifying a Report Template The templates can be saved and re used again and again Summary reports are available for each type of telephony metrics e g CDR CCR Hunt Group Voic
111. vailable repository space will be displayed Pressing the Adjust to Quota button checks the amount of repository files and disk space the user is currently utilizing If the user has exceeded the quota limits old reports will be removed from the repository until their usage is below the required limits Users with administrator privileges can modify the system s Repository quota limits Examine the quota limits by selecting the Common Settings menu item from the Configure menu Now click the Quota tab to modify the current limits Company Quota Startup Backup Figure 50 Quota Settings Dialog Box 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 68 Powered by Resource Software International Ltd RSI Deleting a Report Use the following instructions to delete a report stored in the repository 1 Select the Report Repository menu item from the My Reporter menu The Report Repository page should now be visible 2 Select the report s you wish to delete by clicking its corresponding check box located to the left of the report name NORTEL gt ACTIVITY REPORTER 7 Welcome Administrator Report Repository P Number of records 2 Size OE 01 22 2007 ES Simple CCR nt Scheduled 454000 B 01 22 2007 17 i Manual 448 00K Remov
112. value from a drop down list Type value Default SEENEN 2 patete Today EN DS all Type Yesterday Press the Value Editor button to display a dialog that lets you choose a value for the filter Og Press the Save button to record your changes Cancel Figure 29 Editing a Filter Value You can now edit the Date from filter item Change the filter Type by clicking the Date from drop down list and selecting the new filter type Change a filter item s Value Default setting by clicking it e g lt Ask User gt Type the new filter value into the filter value box or press the Value Editor button shown above If you are typing multiple values into a filter value box you must separate each value by a comma For example if your filter item is User Ext typing 2221 2222 into the filter value box will result in only calls from extension 2221 and 2222 being visible when the filter is active Setting the filter item s Value Default field to lt Ask User gt provides the greatest flexibility When this value is assigned the user can change the filter value within the database viewer report page If this field contains an actual value then the user will be unable to change its value within the database viewer report page To reset a filter s Value Default to lt Ask User gt click its Value Default field and then press the delete key Please note if you are unable to type in the filter value box then you must
113. vity Reporter enhances the functionality provided by the on box Activity Reporter Basic application Whereas the Activity Reporter Basic solution provides users with reporting information for the previous four days of activity Activity Reporter can maintain and report on BCM telephony metrics for extended periods of activity e g 1 week 1 month 1 year etc The duration of the reporting period is limited only by the host computer disk space The BCM Activity Reporter is downloadable from your BCM and can be installed on a customer provided desktop computer Please consult the Activity Reporter Startup Installation Guide for details on how to install this software Web Based User Interface All user interactions with Activity Reporter are conducted through a series of Web pages that are accessed through Microsoft Internet Explorer browser sessions The Web pages are hosted on a designated PC referred to as the Activity Reporter Web Server on which the Activity Reporter software is installed The Activity Reporter Web Server communicates directly with the BCM to retrieve the historical telephony metrics Other workstations that have network access to the Activity Reporter Web Server host can view these web pages Multiple users can therefore use Activity Reporter without installing any additional software other than Internet Explorer Language Support Activity Reporter can display its Web user interface pages in one of the following 8 lan
114. vity for a unique account code for a unique date a unique extension unique line Summary Reports There are seven CDR Summary reports available within Activity Reporter Please note CDR reports can utilize only the Summary report layout A list and brief description of each of these reports is provided in the following table Summary Report Group Detail Report Layout Description Account Code This report contains a one line summary for each account code highlighting number of incoming outgoing and total calls and total and average call duration Call Type This report contains a one line summary for each call type e g incoming outgoing etc highlighting number of incoming outgoing and total calls and total and average call duration Country This report contains a one line summary for each country e g Canada USA UK France Italy Hong Kong Russia etc highlighting the number of incoming outgoing and total calls and total and average call duration O 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 53 Powered by Resource Software International Ltd RSI Department This report contains a one line summary for each department e g Sales Administration HR Support etc highlighting the number of incoming outgoing and total call
115. xisting template copies of pre configured templates can be modified Note if the template you are accessing is not a pre configured template then you can modify it see step 7 2007 Activity Reporter is developed by Resource Software International Ltd RSI Information about their other products and services tailored for Nortel may be found at http www telecost com nortel gt ACTIVITY REPORTER Page 39 Powered by Resource Software International Ltd RSI 6 Pressing the copy button will create a new template with the same properties as the previous template Use the Template tab to assign a new name and description to the template This information will be displayed on the database s available View List see Selecting a Database View Please use a name and description that identifies what this template does The following screen illustrates how to set these values if you are creating a template view for yesterday sales department calls with a duration of 30 or more minutes e gt ACTIVITY REPORTER Report Template Administrator Webpage D KE Template Filter ai Name Sales Department Calls Description Calls from yesterday greater than 30 minutes Report Type Report Class Call Detail Records CDR v Put into view list Put into report list Checking this box will add this view to the database view list identified by the Report Class i e this view will be added to the Call Detail Views Figure 23 Templa

Avaya Activity Reporter Client Version User's Manual

Contents

Download Pdf Manuals

Related Search

Related Contents