> ACTIVITY REPORTER Client Version Users Guide 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.
> ACTIVITY REPORTER Page 1 Powered by Resource Software International Ltd. (RSI) Copyright © 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.
> ACTIVITY REPORTER Page 2 Powered by Resource Software International Ltd. (RSI) TABLE OF CONTENTS LIST OF FIGURES ...................................................................................................................................4 CHANGE HISTORY .................................................................................................................................6 HOW TO USE THIS GUIDE .............................................................................................
> ACTIVITY REPORTER Page 3 Powered by Resource Software International Ltd. (RSI) REPORTS ..............................................................................................................................................50 Selecting a Report................................................................................................................................50 Detail Reports................................................................................................................
> ACTIVITY REPORTER Page 4 Powered by Resource Software International Ltd. (RSI) List of Figures Figure 1: Login Page ...................................................................................................... 12 Figure 2: Home Page...................................................................................................... 14 Figure 3: Security Accounts Page................................................................................... 15 Figure 4: Adding Account Page ...........
> ACTIVITY REPORTER Page 5 Powered by Resource Software International Ltd. (RSI) Figure 46: Template View Filter List ............................................................................... 64 Figure 47: Report Header Sample .................................................................................. 65 Figure 48: Common Settings Page................................................................................. 65 Figure 49: Report Repository Page ........................................
> ACTIVITY REPORTER Page 6 Powered by Resource Software International Ltd. (RSI) Change History May 2007 1. New release 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.
> 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 & Startup Guide.
> 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 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.
> ACTIVITY REPORTER Page 10 Powered by Resource Software International Ltd. (RSI) PC Requirements 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.
> 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 information (see Activity Reporter Installation / Startup Guide). This chapter provides details on how to start Activity Reporter.
> 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/login.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.
> 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 accounts please see Creating/Modify User Accounts. © 2007, Activity Reporter is developed by Resource Software International Ltd.
> 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. 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 http://www.telecost.com/nortel.
> 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 managed by the application, not the BCM. This section of the guide describes how to add, modify and delete Activity Reporter accounts.
> 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. Launch the Activity Reporter software (see Starting Activity Reporter). 2. Login using an account with administrator privileges (i.e.
> 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.
> 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. 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 Starting Activity Reporter). 2. Login using an account with administrator privileges (i.e.
> ACTIVITY REPORTER Page 19 Powered by Resource Software International Ltd. (RSI) Modifying an Account An Activity Reporter account, password 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 Changing Your Password) Use the following steps to modify an Activity Reporter account. 1.
> ACTIVITY REPORTER Page 20 Powered by Resource Software International Ltd. (RSI) Managing the Departments - 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.
> 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.
> 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. Click and expand the department’s plus (+) sign to view its employee list. Press the Save button to add the new personnel information to the Department.
> 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. 1.
> 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.
> 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 be displayed if your modifications result in a duplicate department name.
> 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.
> 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 information into the Activity Reporter Departments – Personnel database. Notes The first line of the text file must identify the fields contained within the file.
> 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.
> 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. Launch the Activity Reporter software (see Starting Activity Reporter). 2.
> 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. Launch the Activity Reporter software (see Starting Activity Reporter). 2.
> 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 updated Lines database will ensure the line information displayed on the Activity Reporter Line reports is accurate.
> 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.
> 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. 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.
> 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 additional pages press the buttons located on the bottom of this page.
> 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).
> ACTIVITY REPORTER Page 36 Powered by Resource Software International Ltd. (RSI) 6. Once all filter items 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. Reset the Filter By options to their default values by pressing the Refresh Filter button. Press the Apply button to submit your Filter By options to the Activity Reporter Web Server.
> 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-configured templates do not meet your requirements then use the Activity Reporter Template Viewer Design tool to create custom views.
> 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. Note: Pre-configured templates are locked (i.e. cannot be modified). Use the Copy button to create a new template. Figure 22: Template Design Dialog The warning message “This template is Locked.” will appear on the Template tab of pre-configured templates.
> 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.
> ACTIVITY REPORTER Page 40 Powered by Resource Software International Ltd. (RSI) 7. Click the view’s Filter tab to examine and modify its filter list. Press the Delete button to remove any checked filter items from the filter list. Press the Up & Down buttons to change the order of items in the filter list. Note: Only items that are checked will be moved. Press the Add button to add a new filter item to the filter list.
> 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). Click the Filter Type drop down list to select the filter item you wish to add.
> ACTIVITY REPORTER Page 42 Powered by Resource Software International Ltd. (RSI) 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. Figure 27: Template Filter List You have now successfully added a new filter item to your filter list.
> 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 item). For example, to delete the Call Type filter item click its check box. Activate a Filter Item’s check box to mark it for deletion. Press the Delete button to delete any checked filter items.
> 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 predefined value from a drop down list. Press the Value Editor button to display a dialog that lets you choose a value for the filter. Press the Save button to record your changes.
> 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.
> 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.
> ACTIVITY REPORTER Page 47 Powered by Resource Software International Ltd. (RSI) Mailbox Filters Filter Date from Date to Last Access from Last Access to Mailbox Name Description Select voice mail statistics on or after this date. Select voice mail statistics on or before this date. Select voice mail statistics for mailboxes with a last access date on or after the date specified. Select voice mail statistics for mailboxes with a last access date on or before the date specified.
> 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 Selecting a Database View). 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 Creating/Modifying a Customized Database View).
> 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. Press the Delete button to permanently remove this view from the Call Detail View List. Figure 32: Deleting a Template Press the Delete button to delete this custom template.
> 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.
> ACTIVITY REPORTER Page 51 Powered by Resource Software International Ltd. (RSI) Select a report by clicking the report name. 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.
> 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, Voice Mail) captured by Activity Reporter. Summary reports can be presented using one of two available Report Layouts (e.g. Summary or Graph).
> ACTIVITY REPORTER Page 53 Powered by Resource Software International Ltd. (RSI) Department Extension Frequently Called Numbers Line 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 calls, and total and average call duration. Please note the department information displayed is obtained from the Activity Reporter Departments/Personnel database.
> 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.
> 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.
> 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. Figure 36: Extension Detail Report Parameters Note: Activity Reporter users with administrator privileges may see additional options and buttons on the above screen.
> 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. Press the Value Editor button to display a dialog that lets you choose a value for the filter.
> ACTIVITY REPORTER Page 58 Powered by Resource Software International Ltd. (RSI) In the above example pressing the Value Editor button will result in the Call Type Properties dialog box being displayed on your screen. 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.
> 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. 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.
> ACTIVITY 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. © 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.
> 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 Generating Reports). 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.
> 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. Note: Pre-configured templates are locked (i.e. cannot be modified). Use the Copy button to create a new template. Figure 44: Template Design Dialog The warning message “This template is Locked.” will appear on the Template tab of pre-configured templates.
> 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.
> 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. Press the Delete button to remove any checked filter items from the filter list. Press the Up & Down buttons to change the order of items in the filter list. Note: Only items that are checked will be moved. Press the Add button to add a new filter item to the filter list.
> 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. A sample report header is pictured below. 2. Report Name 3. Report Description 4. Report Creation Date 1. Company Logo 5. Company Name 6.
> 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 Generating a Report).
> 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 available repository space will be displayed.
> 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). Remove a report from the Repository by checking it and then pressing the Delete button.
> 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.
> 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.
> 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 scheduled 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.
> 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.
> 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.
> ACTIVITY REPORTER Page 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. 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. Figure 57: Deleting a Task from the Scheduler 4. Press the Delete button located on the bottom of the Task Scheduler page.
> 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 recipients. 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.
> 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. Press the Save button to add the new E-mail recipient or subject to the task. Use the Property Type list box to add either an E-mail recipient or E-mail subject to the task. Use the Property Value box to specify the new E-mail recipient or subject.
> 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. Check an email options check box to mark it for deletion. Pres the e-mail options Delete button to remove all checked options.
> 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.
> 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).
> ACTIVITY REPORTER Page 80 Powered by Resource Software International 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.
> ACTIVITY REPORTER Page 81 Powered by Resource Software International Ltd. (RSI) Viewing a Scheduled Task’s Status 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.
> ACTIVITY REPORTER Page 82 Powered by Resource Software International Ltd. (RSI) Last Error Description Date/Time of Last Run Date/Time of Next Run Current Status This error description generated the last time the task was executed. The error description will be blank if the task executed successfully The date/time the task was last executed. This option will be blank if the task has never been executed. The date/time the task is next scheduled to execute. The current status of the task.
> 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.
> ACTIVITY REPORTER Page 84 Powered by Resource Software International Ltd. (RSI) Purge Data Use the Activity Reporter Purge Data tool to remove old 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.
> ACTIVITY REPORTER Page 85 Powered by Resource Software International Ltd. (RSI) 4. Repeat step 3 but this time press the Date to button to set the end date of the data you wish to purge. 5. 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. 6.
> 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.
> 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.
> 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 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.
> 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.
> 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.
> 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 Reporter 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.
> 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.
> 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. 1. Look for a help icon (i.e.
> ACTIVITY REPORTER Page 94 Powered by Resource Software International Ltd. (RSI) References 1. Activity Reporter Installation / Startup 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 http://www.telecost.com/nortel.
