Workforce Optimization Suite: Avaya - STCI CTC For Definity G3 Interface Guide
Workforce Optimization Suite: Avaya - STCI CTC For Definity G3 Interface Guide
Release 7.6
October 2005
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Avaya – STCI CTC for Definity G3 Interface Guide
Table of Contents
Preface
Master the Complexities of Forecasting and Scheduling 5
Select Functionality that Meets Your Needs 6
Receive Guidance from World-Class Consultants 10
About This Guide 10
In This Section 11
Comments? 11
If You Need Help 12
Technical Support 13
Before You Contact Technical Support 13
Contacting Technical Support 14
Related Documents 14
Conventions 15
15
3
Configuring the Interface 27
Technical Notes 29
NetMerge Version Support 29
Microsoft Data Access Component (MDAC) Version 29
NetMerge Server Keep-Alive Timer Settings 29
4
Preface
5
Scheduling
In today's contact center, customer call volumes are moving
targets. And when you factor in multiple sites, expanded media
options, agent proficiencies and preferences, and customer
expectations, the task of forecasting and scheduling becomes
difficult to manage without sophisticated analysis.
That's why Witness Systems offers Workforce Management, a
proven, easy-to-use set of software and services that simplifies the
complex task of forecasting and scheduling while enabling contact
centers to capitalize on the unique skills and proficiencies of every
agent. With Witness Systems’ Workforce Management, you can
reduce costs by staffing appropriately to meet your workload, drive
business growth, and improve employee effectiveness and
turnover.
Workforce Management is part of a portfolio of solutions from
Witness Systems. Long recognized for our browser-based,
multimedia quality monitoring, customer interaction recording
and compliance functionality, Witness Systems now includes the
proven Workforce Management solutions of Blue Pumpkin, a
Witness Systems Company. Thousands of users around the world
rely on our solutions each day to help them optimize their
performance and capture customer intelligence.
6
resolution, up-selling, cross-selling, and contact center customer
satisfaction. Although the specific features of the Operational and
Advanced packages differ, they include some or all of the following:
Forecasting and Scheduling—Accurate forecasting is the
critical first step in managing your workforce. Witness Systems’
Workforce Management integrates with your ACD and uploads
historical data directly from your ACD's database. Since call
volumes vary depending on marketing campaigns, seasons,
holidays, and other events, Operational Workforce Management
allows you to select, combine, and alter historical data to predict
future call volume and handle time. You can also set up profiles
to model call volume behavior for different events and
circumstances.
Unlike other forecasting and scheduling applications, Workforce
Management's patented skills-based engine incorporates the
unique skills and proficiency levels of each agent. It produces
optimal schedules down to the quarter hour by balancing the
defined shift rules, work patterns, breaks, off-phone times,
agent preferences, agent skills, and targeted service level goals.
By matching the right agents with the right customers,
productivity increases–and so do agent and customer
satisfaction. And when your staffing levels precisely match your
contact volumes, costs go down. For example, you can:
– Schedule single, multiple, or virtual contact centers across all
time zones
– Accommodate a dedicated, blended, or task-switching work
environment
– Schedule meetings or training without impacting service levels
– Automate compliance with government and union regulations
through a comprehensive set of work rules
– Create schedules based on skill priorities that align with your
call routing strategy
– Evaluate different “what if” scenarios, such as full-time versus
part-time, to ensure that you have the right resources to meet
the expected demand
– Create and schedule teams as a unit to support training and
accommodate employee concerns, such as carpooling or
childcare arrangements
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Adherence—To help you manage and fine-tune your service
levels throughout the day, Operational Workforce Management
monitors adherence to schedule and shows you who's on the
phone and who's not, so you can take corrective action right
away. The intraday “Pulse” feature provides a real-time,
graphical view of forecasted, actual, and predicted call volume,
handle time, service level statistics, and other critical
information. You can configure alerts to notify users of
deviations from plan and use trends to reforecast, reschedule,
and proactively take appropriate staffing corrective actions.
Advanced Workforce Management goes a step further by
providing a complete view of adherence that shows all agent
activities, including front- and back-office tasks such as fax and
paper mail. Your supervisors receive instant alerts for out-of-
adherence states, enabling them to correct problems right away
while receiving a true picture of shrinkage in your contact
center.
Contact Center Monitoring and Management—No matter
how carefully you plan, change is a constant in the contact
center. To help you continuously fine-tune your operations,
Witness Systems Workforce Management’s intraday “Pulse”
feature provides a graphical view of contact volume, handle
times, service level statistics, agent adherence levels, and other
critical information. With Pulse, you can:
– Monitor key metrics that get updated with each fresh batch of
data from the ACD
– Track and compare actual, forecasted, and required statistics
by individual queue or combined queue
– View deviations of key contact center metrics in percentages or
absolute numbers
– View intraday trends and historical data
Our Advanced Workforce Management solutions provide a
complete view of all agent activities, including front- and back-
office tasks, such as handling faxes and traditional mail. Your
supervisors receive instant alerts for out-of-adherence states,
enabling them to correct problems right away while receiving a
true picture of shrinkage in your contact center. Better still,
8
intraday management capabilities display trends, enabling you
to reforecast and reschedule for the remainder of the day.
Witness Systems’ Workforce Management includes role-
appropriate scorecards that display actual employee
performance metrics. Our advanced solutions include an
extensive set of predefined key performance indicators (KPIs),
enabling your contact center staff to see how they're performing
against their goals. This visibility into performance can motivate
your staff to improve while enabling managers to identify trends
and take the appropriate action.
Web-based Agent Self-Service—Witness Systems
Workforce Management lets agents easily manage and
contribute to their own schedules without impacting service
levels. By bringing Workforce Management to the agent
desktop, you can build agent morale and retention while
enabling your managers to focus on more critical areas, such as
coaching and performance-related tasks.
Using any Web browser, agents can securely:
– Request vacations and other types of time off, even down to
portions of a day. (This applies to centers that use seniority or
rank as part of their scheduling practices.)
– Set preferences for days off and start times. Agents indicate
their first, second, and third choices for start times for each
day of the week. The scheduling algorithm balances these
preferences and then develops a schedule that optimizes
center and agent requirements.
– Swap shifts. Agents can post, negotiate, and request shift
swaps via an online Swap Board. Swap requests are screened
by Workforce Management's conflict checker and forwarded
to managers for quick and easy processing.
– View schedule and time-off information. With just a glance,
agents can get a summary of their schedules for the week and
the status of their shift swap, time off, and vacation requests.
Actionable Learning—To help your agents develop their
skills and career paths, Witness Systems Workforce
Management enables you to produce your own library of best
practices from recorded customer interactions. By leveraging
your finest examples of customer service, you can help your
9
agents learn valuable skills and procedures. A browser-based
interface allows agents to take training right at their desktops, in
a classroom, or remotely.
Supervisors select the appropriate training sessions from a
library of courseware, assign the training to agents, monitor
completion, and track the effectiveness of the training over time.
A flexible system of access rights enables supervisors to browse
through course completion reports and subsequent agent
performance records for individual students, teams, or contact
centers. This enables you to determine areas for individual or
group improvement and take action. It's an efficient, consistent
way to handle training across your entire enterprise.
http://www.witness.com/support
10
This guide is not intended to teach the basics of computer or
software operation or use, and does not contain tutorial
information. It is assumed that you are experienced in working
with contact center equipment and software applications as well as
PC workstation hardware and software.
Please note that this document is intended primarily for
viewing on-line. However, the format of the document is based
on that of a printed manual, to support customers who print all or
portions of the document. For similar reasons, entries in the Table
of Contents and cross references refer to page numbers. Those
same entries function as hyperlinks for ease of use when the
document is viewed electronically.
Colors may not print legibly on black and white printers. If you are using
a non-color printer, select the option to print colors as black.
In This Section
This section contains the following information:
How to send Witness Systems comments about this document.
See page 11.
How to get help. See page 12.
How to contact Witness Systems Technical Support. See page
14.
Related Documents. See page 14.
Conventions used in this manual. See page 15.
Comments?
Witness Systems, Inc. believes that the documentation for a
product is an integral part of the product itself. We know that the
quality of this document can affect the overall quality and usability
11
of the Witness Systems product which it documents. Therefore, we
are continuously looking for ways to improve our product
documentation. Your comments are valuable and will be carefully
considered before publishing the next release of this document. If
you find any errors, or have suggestions for improvements to this
document, please contact Witness Systems at:
http://www.witness.com/support
Information accessible?
Information complete?
Illustrations adequate?
Other comments. Please include page numbers and section titles where
appropriate.
12
Witness Systems, Inc.’s World-Wide-Web site: This facility
allows users world wide fast access to product information,
marketing and sales information, information about the company,
technical documentation, support case management, and support
solutions information.
Direct Internet FTP: This facility greatly speeds up transfer of
new and upgraded software to all Witness Systems customers.
Technical Support
Help from Technical Support is as near as your keyboard or your
telephone. However, before you contact us, please read the
following section. We can provide faster and better service if you
have certain information available when you contact us.
13
– Has this problem occurred previously? If it is new, did you
change your system configuration recently?
3 Log on to the Technical Support eSupport web page at
http//www.witness.com/support.
Europe/Middle East/
Americas
Africa/Asia Pacific
http//www.witness.com/support
(If you are reading this manual on-line, click on the URL above to
activate your web browser and go to the eSupport page.
Related Documents
For further information about the Witness Workforce
Optimization Suite, see the following Witness Systems document:
Witness Workforce Optimization Suite Administration Guide
14
Conventions
The following table shows the conventions that are used in this
manual.
Convention How Used
blue Notes in this document are in blue and are indicated by the
following symbol:
user entry Bold text in an example shows text or commands that you
should enter. It also distinguishes software function terms and
commands, library names, file names, and directory path
names.
Example: Type a:\install.
user variable Italic and bold screen text shows a variable that you are to
replace with an actual value, such as a number or name.
Example: enter C:\<directory name>
15
16
Avaya – STCI CTC for Definity G3 Interface
17
Workforce
ACD Optimization
Suite
Application
Intel Witness
NetMerge Integration
Server with
interface
Database Database
Workforce
Automatic Call Witness Integration Server
computer. Optimization
Distributor
Suiter
• Witness Integration Server
• Intel NetMerge
• Avaya – STCI CTC for Definity G3 interface
Related Documents
The following Blue Pumpkin document contains information that
may be helpful when using this interface.
Witness Workforce Optimization Suite Administration Guide
The following manuals from Intel are also provided with this
interface and the accompanying Intel NetMerge software:
Intel NetMerge Installation and Configuration Guide
Intel NetMerge Introduction
Intel NetMerge Management Guide
Intel NetMerge C Programming Guide
Intel NetMerge - CTC Test User’s Guide
18
Prerequisites
This section contains information you should know and directions
you must follow before using the Intel NetMerge and Avaya – STCI
CTC for Definity G3 interface software.
System Requirements
An Avaya ACD supported by Intel.
One hardware license key (“dongle”) for Intel NetMerge. See
“Hardware License Key,” on the next page.
Software: Before you use the Avaya – STCI CTC for Definity G3
interface, ensure that the following software is already installed on
the Witness Integration Server:
Intel NetMerge Version 6.0
What You Need To Know Before Using the Avaya – STCI CTC for
Definity G3 Interface
During the installation of Intel NetMerge and the configuration of
the Avaya – STCI CTC for Definity G3 interface, you need to have
this information:
NetMerge network protocol, server address, and server logical
identifier. The server address must be a static IP address.
A list of the telephony devices and agent queues you plan to
monitor
A list of agent ACDIDs.
The agent logins used for adherence in the Data Source IDs
field in Forecasting and Scheduling. These are the numbers that
agents use when they log into the ACD.
19
clock on the machine where the interface is installed. If the clocks
on the two machines are not in sync, the polling information will be
incorrect. If Intel NetMerge is installed on the Witness Integration
Server, there is no possibility for error.
You can use the LAN Gateway instead of the MAP-D module. However,
the LAN Gateway uses five contiguous slots.
If “hot desking” is used and EAS is not being used, then the functionality
of adherence may be restricted as only the position ID's will be passed
to the NetMerge Server.
If EAS has been installed, then all the necessary information, agent ID's
and position numbers, will be passed to the NetMerge Server and
adherence will function properly.
20
If any other applications are sharing the ASAI link and they
monitor ACD splits, you will need to configure a “phantom” split
for the NetMerge server to monitor. (See MAP-D and DLG
Administration below for more information).
Either Avaya or an Avaya Partner will install the ASAI link. The
ASAI link is a required module that allows the creation of a link
from DEFINITY systems to host computers in the call center
environment.
Obtain the client link number from the Avaya Professional
Services Group, Avaya Partner, or local site switch
administrator. You can also obtain the number by accessing the
MAP-D module, choosing TCP/IP Administration, and then
DLG Administration. The default link number is 1.
Refer to MAP-D and DLG Administration on the next page for
additional information.
Technical Notes for The following sections refer to items used for administering the
Avaya Definity G3 MAP-D as well as the Definity system.
This section is intended for Telecommunications managers,
System administrators or Avaya Services personnel. Use these
steps as a guide for enabling Intel NetMerge to function properly
with the MAP-D. Refer to the DEFINITY ® ECS CallVisor ® ASAI
DEFINITY LAN Gateway over MAPD: Installation,
Administration, and Maintenance (555-230-114) document for
further information.
21
2 Choose DLG Administration. In the configuration, the “client” is
the name or IP address of the system where Intel NetMerge
software will be installed.
Ensure that the IP address or machine name is “pingable” from the MAP-
D. This can be done from within the TCP/IP administration screen under
option of “Local Host Table”. See MAP-D Local Host Table below for more
information.
This client link number will be used in the Intel NetMerge software for
connection to the MAP-D.
22
Setting Value
Type ASAI
Fixed TEI Y
TEI 1
CRV Length 2
MIM N
XID N
MAP-D Local Host Complete the following tasks to configure the Map-D local host
Table table.
1 Log onto the MAP-D module.
2 Choose TCP/IP Administration to display the TCP/IP
Administration screen.
3 Choose the Local Host Table option. The Local Host Table
window appears.
23
4 Add a new “host”, associating the IP address and host name of
the computer where Intel NetMerge software will be installed to
this record.
5 Press the Enter function key to submit the data and create or
“add” the record.
Although in certain cases there may exist a WINS Server on the Local
Area Network (LAN) that the MAP-D can utilize or query for resolution
of the machine name, it is advised and recommended that the IP
address and machine name be added to the local host table.
Integration-ThirdParty\Intel-NetMerge-6.0\Docs—contains
electronic copies (PDF) of the User’s Guides for Intel NetMerge.
See the listing on the previous page.
Integration-ThirdParty\Intel-NetMerge-6.0—contains the
installers for Intel NetMerge.
24
Installation Task List
To install the Intel NetMerge software, you must complete the
following tasks in the order listed here. Detailed instructions follow
this section.
1 Select the system on which you intend to install NetMerge. See
“Selecting the System” below.
2 Install the Intel NetMerge hardware license key. See page 25.
3 Install and configure Intel NetMerge. See page 25.
4 Add the interface to Witness Integration Server and configure it.
The configuration for the interface is described on page 26.
CTC
25
Do not remove the hardware key from the port during installation or
operation. The Intel NetMerge software periodically checks for the key.
26
Task list
You must complete the following tasks to add and configure the
Avaya – STCI CTC for Definity G3 interface in Witness Integration
Server.
1 Add the Avaya – STCI CTC for Definity G3 interface to the
integration server. (Refer to the Witness Workforce
Optimization Suite Administration Guide for detailed
instructions on adding integration packages.)
2 Configure the package.
3 Configure the interface.
Before configuring this interface, make sure you know which system
Intel NetMerge is installed on. See “Where to Install Intel NetMerge” on
page 19.
3 Select the Avaya – STCI CTC for Definity G3 interface and click
on its Data Source tab.
4 Select the data source.
5 Click Save
6 Select the Avaya Intel NetMerge Time Collection Adapter
component. A Configure tab similar to the following is
displayed.
27
7 Fill in the fields. Refer to the following table for information on
the fields and controls on this tab.
Field/Control Description
To add more than five devices or queues, specify the first set of five and
save the configuration. Repeat this procedure to add additional devices
or queues.
28
Technical Notes
29
You can enter either a hexadecimal or decimal value. For
example, to set the keep-alive timer to 1 minute, change the
setting to one of the following:
– REG_DWORD: OXEA60 (hexadecimal)
– REG_DWORD: 60000 (decimal)
30