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October 26, 2006

Protected: ShoreTel: ECC Support Notes

Filed under: ShoreTel-ECC — paragonhost @ 5:20 pm

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Web Search

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October 25, 2006

ShoreTel: ECC Training

Filed under: ShoreTel-ECC — paragonhost @ 8:48 pm

>>> ECC Training 10.23.06 Monday
ShoreTel Training norm. done via Web-Ex for end-users / customers

- End-user
 - Tool Bar
 - 1.5 hour training

- supervisor
 - Reporting

- IRN = IRN Routing Scripts, routing rules / scripts

- DVS = Distributed Voice Services

- Contact Center Pre Install ( Page 45 )

 - Must be C: and D: ( Page 47 – C: 12GB and D: Data )
 
 - Fallback policy, build director workgroup

 - Must be active agent 1st within director prior to building in ECC

 - Install remote shoreware director server on ECC platform

- Software installs the software plus admin software

- Workstation installs the supervisor and admin software

- Note: ECC agents on director give a non limited COS as restriction can be applied via ECC
 
 - No answer number of rings = 5 or more

— Setup Route Points:

 - option Route Point Server
 - Call Stack Depth, must be set to 30 or larger
 - Call Forward – No Answer to Fall back Hunt group
 - TAPI Route Points (Call Stack = 1)

– Software Install

 - enable “Auto Login”
 - Contact Center diag. screen – status lights keep active! closing will shutdown
 application.

— Lab Server: ECC-Yellow

- ECC default User ID / Password

 - ea
 - e1996

- Database

 - Sybase
>>> ECC Training 10.24.06 Tuesday

- Permanent Agent
- Roaming Agent / No Ext.
 - Ext. = Prompt
- Telephone only , no desktop
 - Contact center feature are available, much create scripts to login/logout
 release/resume actions
*** IVR Banking sample script to retrive account balance.

— Call Profiles

 - System Generated
 - Custom call profiles

 - EX: IVR application to retrieve account balance.
  - Build varibles or buckets to hold information
  - 2 Call Profiles, 1) for Enter Account Number 2) Read Account Number

- 1) Identify and record announcements
- 2) Identify and create call profiles
- 3) Identify and setup  ODBC connection to your DB
- 8mhz mono (CCITT u-Law)

 - ODBC connection to dbase (SQL)

- 1) Under System, click profiles to build script
- 2) Under System, click interfaces to connect to dbase

- Check IRN and default Destination, select CC Script {logon}

— Creating script

*** Student guide – Page 197 ( Call Control Script Director )

 - Creating Script
 - Recording vocie message announcements
 - External Databases
 - Building ODBC Connections
 - Call Profiles
 - Creating Call Control Scripts
 - Page 207 – Viewing and Modifying Scripts
- Graphical Call Control Script Administration

 - Action icons, left side
  - drag and drop menu (tie to director arrow)
  - 1st be sure to create announcments
   - (D: drive) under IVR / English and find wav file
  - Enter the wave file under Voice File:
  - Properties for Decision
   - ex: If DNIS  Is: contant 500 ( 500 is DNIS from carrier )
   - May need to Change Call Profile
    - Update CP Field value
     - Service Required = Value
 
 - Custom Call Profile

  - Ex. “properties of Get Digits”

   - Apply a CP and setup options, end string options, number of digits
   time-out etc…
  
  - Properties for Announce , setup per spec.

 - Select left side menu selection for Connect to SQL Dbase.
 
 - Select SQL Execute
   
  - open’s window to allow you to input SQL Query
   
   - select * from tablename where columnName = ‘%CP%’
    
    - CP Variable = customer entered account number.

*** Step by Step ( Account Number Script ) Page 210 of Student Guide

 - Adding a new script in the IP Graphics Editor
 - CSS Example
 - Actions: Page 213
 - Get digits: Page 215
 - SQL connect / execute: Page 216
 

>>> ECC Training 10.24.06 Wed

Rudy with ECC tech support at ShoreTel

Craig Komington – ShoreTel Product Manager

ccobington@shoretel.com

5.0 December of 2006 of ECC

4.6x new release of ECC

 Updates to Email and Chat
  
  EMMA = Email Manager on 4.x will manage all emails that
  are pushed to email clients.
  Currently the client pulling from exchange server, using
  a sep. account on exchange. With EMMA the account will live
  there… ( need to create a local pop3 client ) Will include
  enhanced service options, now the logic of email and chat will
  be the same as for call handling.
  
  With email , end user must use the Agent Tool Bar – then outlook
  will be used to look towards EMMA to drive mail into outlook.
  
  Agent tool bar will “Answer” when a email come’s in and stay
  in Answer mode, agent will need to hang-up to end the call /
  email session in order to recv. the next que call.
  
 Chat
 
  Customer needs to use TomCat ( runs on Windows or Linux ) runs
  on top of the web server… ( run on sep. server / sep. subnet dmz )
  Need external security for inbound traffic to chat server.
  ShoreTel will provide a default template / Font Color, Custom html
  is the responsible of the customer.
  
  ChatTool Kit will include Java / Tomcat and HTML Templates
  
Class Notes:

Skill-Based Routing

 Enables to route callers via Skills
 
  System Icon
   Skills {Tab}
   
   (Ex) Build new skills English and Spanish
   then you can click the agents tab and add
   a skill to the agent.Also within the IRN
   you need to apply the skills available.
   You may also apply skills to domains.
   
    Load 4.3.5 is out now…

ECC major release’s 1 per year

*** Integrating with CRM Applications

Page 267 of Student Work Book….

Internal support for GoldMine via DDE and Triggers based on external definitions via ETAS.ini file.

Page 269 = Contact Center Agent works as a DDE Client and DDE Server at the same time. See Student
guide for DDE Terms and Contact Center Agent Configuration.
===============================================

— Sample option to pop a application via ETAS.INI

Add the following to the etas.ini file for the client
 
[TRIGGERS]
OperateTriggers=1
[TRIG_OnIncoming]
command=c:\\Windows\\system32\\notepad.exe

**** Another example of application screen pop:

Path to file on client’s workstation:

C:\Program Files\ShoreTel\Contact Center\Agent\Bin\Agents\301

RE: ECC w/ IE & Google phone number search

Sample screen pop

[TRIGGERS]
OperateTriggers=1

[TRIG_OnIncoming]
command=C:\\Program files\\internet explorer\\iexplore.exe http://www.google.com/search?hl=en&q=%calling

>> Below is the default DDE params in ETAS.INI file…. (note path above) 

[DDE]
ActivateServer=False
Server=CRM
Topic=Events
[DDE_OnStarted]
Command=started
[DDE_OnReStarted]
Command=restarted
[DDE_OnDenied]
Command=denied %cause
[DDE_OnStoped]
Command=stopped
[DDE_OnLoggedIn]
Command=loggedin %group
[DDE_OnLoggedOut]
Command=loggedout %group
[DDE_OnHeld]
Command=held %callid
[DDE_OnRetrieved]
Command=retrieved %callid
[DDE_OnIncoming]
Command=incoming %callid, %calltyp, %DNIS, %calling, %Service, %Priority, %TimeLn
[DDE_OnConnected]
Command=connected %callid, %calltyp, %DNIS, %calling, %Service, %Priority, %TimeLn
[DDE_OnConferenced]
Command=conferenced %callid
[DDE_OnReleased]
Command=released
[DDE_OnResumed]
Command=resumed
[DDE_OnWrapUp]
Command=wrapup
[DDE_OnReady]
Command=ready
[DDE_OnCleared]
Command=cleared %callid
[DDE_OnReserved]
Command=reserved %callid

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