Planning, Installation, and Problem Determination Guide
Figures
Tables
About This Book
Chapter 1. An Overview of CallPath
Chapter 2. Features of the CallPath Enterprise Option
Chapter 3. Hardware and Software Requirements
Chapter 4. Installing the CallPath Enterprise Option
Before You Begin
Installation Package Contents
Directories and Subdirectories Created During Installation
Installing CallPath Enterprise Components on AIX
Uninstalling CallPath Enterprise Components on AIX
Installing CallPath Enterprise Components on OS/2
Uninstalling CallPath Enterprise Components on OS/2
Installing CallPath Enterprise Components on Windows 95 or Windows NT
Uninstalling CallPath Enterprise Components on Windows 95 or Windows NT
Installing the CallPath Enterprise Client on Windows 3.11
Installing the CallPath Enterprise Client for SCO UNIX
Chapter 5. Customizing CallPath Enterprise Components
Customizing CallPath Enterprise Components
Customizing for AIX
Customizing for OS/2
Customizing for Windows 95 or Windows NT
Using Environment Variables
Optional Environment Variables
Setting Environment Variables
Chapter 6. Configuring CallPath Enterprise Components
Configuration Considerations
CallPath Enterprise Client/Server Relationships
Network Protocol Considerations
Using the CallPath Enterprise Configuration Utility
Remote Administration of CTI Features
Configuring CallPath Enterprise Component INI files
CallPath Enterprise INI File Sections and Examples
The BEACON_INFORMATION Section
The DAEMONS Section
The DIAG Section
The DISPATCHER Section
The INITIALIZATION Section
The USERS Section
CallPath Enterprise Server INI File Example
CallPath Enterprise Client INI File Example
CallPath Enterprise Daemon INI File Example
Configuring the CallPath Enterprise Windows 3.11 Client
Configuring the CallPath Enterprise SCO UNIX Client
Configuring the CallPath Enterprise Conversant UNIX Client
Configuring CallPath Enterprise Call Control and Monitoring
The AGENT_EXTENSIONS Section
The VRU_EXTENSIONS Section
The AGENTIDS Section
The ACD_GROUPS Section
The OTHER_RESOURCES Section
The SWITCH Section
The TADSCP Section
Example of CallPath Enterprise Configuration INI File Containing Call Control and Monitoring Sections
Configuring the CallPath Enterprise Extension Data Daemon
Configuring CallPath ACD Queue Monitoring
Configuring CallPath Network ACD
Configuring CallPath Inter-Switch Intelligent Call Transfer
The TADSRICT Section
The TADSRICT_DIALRES Section
The TADSRICT_SERVERS Section
The TADSRICT_TRANSFERPOOL Section
Configuring the JTAPI Daemon and the Telephony Toolkit
Configuring the JTAPI Daemon
Configuring the Telephony Toolkit
Chapter 7. Running CallPath Enterprise Components
Back Level Switch Limitations
Starting and Stopping CallPath Enterprise Components
Starting and Stopping CallPath Enterprise Components on AIX
Starting and Stopping CallPath Enterprise Components on OS/2
Starting and Stopping CallPath Enterprise Components on Windows NT
Starting and Stopping the CallPath Enterprise Client for Windows 3.11
Starting and Stopping the CallPath Enterprise Client for SCO UNIX
Starting and Stopping the CallPath Enterprise Client for Conversant UNIX
Verifying CallPath Enterprise Components
Verifying the CallPath Enterprise Server and the CallPath Enterprise Client on AIX
Verifying the CallPath Enterprise Server and the CallPath Enterprise Client on OS/2
Verifying the CallPath Enterprise Server and the CallPath Enterprise Client on Windows NT
Verifying the CallPath Enterprise Client for Windows 3.11
Verifying the CallPath Enterprise Client for SCO UNIX
Verifying the CallPath Enterprise Client for Conversant UNIX
Chapter 8. Using the CallPath HAT Facility
An Introduction to the CallPath HAT Facility
Interfacing to Host-Based Applications
Interfacing to Client/Server Applications Using DDE
Additional HAT Functions
An Introduction to HAT Tables
Call Tables
Navigate Tables
QuickKey Tables
Installing the CallPath HAT Facility
Selecting a CallPath HAT Facility Initialization File
Loading an Initialization File
Copying an Initialization File
Using the CallPath HAT Facility Configuration Menu
Preferences
Host Emulator
Message Logging
Telephony
HAT File
HAT Table Mapping
Chapter 9. Creating and Editing HAT Files
Designing a HAT File
Using the HAT Editor
HAT File Example
Using User Variables
Using a Data File
Testing a HAT File
Testing a HAT File While It Executes
Testing a HAT File From the Run QuickKey Option
Testing a HAT File From the Run Call Table Option
Chapter 10. HAT Table Language Statements
Table Language Statements
Table Language Control Words
Table Language Data Components
Using Meta Control Words
.*--Comment
.IM--Imbed a File
.MS--Print a Compile Message
.SE--Set a Variable
Using Command Control Words
:ASSIGN--Assign a Value to a Variable
:BLINK--Turn HAT Window Frame Blinking On or Off
:CALLDRIVER--Call a Driver
:CLOSEFILE--Close a File
:COMPARE--Compare Text
:CURRENTSCREEN--Specify the Current Screen
:ELSE--Clause of an :IF Statement
:ENDIF--End an :IF Statement
:ENDNAVTABLE--End a NAVIGATE Table
:ENDQUICKKEY--End a QuickKey Definition
:ENDTABLE--End a Call Table Definition
:FINDSTRING--Find a String
:FINETUNE--Finetune a HAT Table
:GET--Get a String
:GOTO--Go to a Label
:IF--Alter the Flow of Control
:INSERTCHAR--Insert Characters
:LABEL--Specify a Label
:MESSAGE--Display a Message
:NAVIGATE--Execute a Navigate Table
:NAVTABLE--Begin a Navigate Table
:OPENFILE--Open a File
:OTHERWISE--Default Navigate Table
:PAUSE--Pause
:PUT--Put a String on a Host or Application Screen
:QUERYCURSORX--Locate the Row of the Cursor
:QUERYCURSORY--Locate the Column of the Cursor
:QUICKKEY--Define a QuickKey
:SENDKEY--Send a Keystroke
:SETCHECKS--Change Settings for Error Detection
:SETCURSOR--Set a Cursor Position
:SETSESSION--Set a Host or Application Session
:TABLE--Begin a Call Table
:TARGETSCREEN--Specify the Target Screen
:USERPROMPT--Prompt the User
:VERIFY--Verify the Host Screen
:WRITELN--Start a New Line
:WRITETXT--Write Text to a File
Chapter 11. CallPath HAT Facility Call Drivers
Using CallPath HAT Facility Call Drivers
Date and Time Call Driver (AZADTIME)
Date and Time Functions
Date and Time Call Driver Return Codes
DirectTalk/2 Call Driver (EXGDV)
DirectTalk/2 Call Driver Functions
DirectTalk/2 Call Driver Return Codes
Using the DirectTalk/2 Version 2.0 Call Driver
DirectTalk for AIX Call Driver (EXGD6)
Installing the DirectTalk for AIX Call Driver
DirectTalk for AIX Call Driver Functions
DirectTalk for AIX Call Driver Return Codes
Using CallPath Enterprise Client for OS/2 with DirectTalk for AIX
Dynamic Data Exchange (DDE) Client Call Driver (AZADDDEC)
DDE Client Call Driver Functions
DDE Client Call Driver Return Codes
Dynamic Data Exchange (DDE) Server Call Driver (AZADDDE)
DDE Server Call Driver Functions
DDE Server Call Driver Return Codes
Execute Program Call Driver (AZADPGM)
Execute Program Call Driver Functions
Execute Program Call Driver Return Codes
REXX Command Call Driver for OS/2 (AZADREXX)
REXX Command Call Driver Functions
File Call Driver (AZADIO)
File Call Driver Functions
File Call Driver Return Codes
Global Focus QuickKey Call Driver (AZADQKF)
Global Focus QuickKey Call Driver Functions
Global Focus QuickKey Call Driver Return Codes
Global HAT Variable Call Driver (AZADGLOB)
Global HAT Variable Call Driver Functions
Global HAT Variable Call Driver Return Codes
Host Emulator Call Driver (AZADHLPI)
Host Emulator Call Driver Functions
Host Emulator Call Driver Return Codes
Math Call Driver (AZADMATH)
Math Call Driver Functions
Math Call Driver Return Codes
MultiArchive Call Driver (AZADARC)
MultiArchive Functions
MultiArchive Call Driver Return Codes
String Call Driver (AZADSTRG)
String Call Driver Functions
String Call Driver Return Codes
Telephony Call Driver (AZADTELD)
Telephony Call Driver Functions
Telephony Call Driver Return Codes
Developing Your Own Call Drivers
:CALLDRIVER Commands and DLL Subfunctions
Call Driver Example
Using the CallPath HAT Facility DDE Interface
CallPath HAT Facility DDE Requests
CallPath HAT Facility DDE Items
Chapter 12. Using CallPath DDE
An Introduction to CallPath DDE
Installing CallPath DDE
Choosing CallPath DDE Options
Configuring CallPath DDE
Messages Options
Message Logging Options
Establishing a DDE Conversation
Supported DDE Items
ACDQ_AVAILAGENT
ACDQ_QUEUESIZE
ACDQ_QUEUETIME
AGENT_STATE
ALERTING_CALLED_NUMBER
ALERTING_CALLER_NUMBER
ALERTING_DATA
ALERTING_DNIS
ALERTING_STRUCT
CALL_DATA
CALLING_STRUCT
CONFERENCED
CONFERENCED_STRUCT
CONNECTED_PARTY_NUMBER
CONNECTED_STRUCT
DATA_ONLY
DISCONNECTED
DISCONNECTED_STRUCT
HELD_NUMBER
HELD_STRUCT
INBOUND_DATA
ITEMS_SUPPORTED
NEGATIVE_RESPONSE
ON_HOLD_NUMBER
ON_HOLD_STRUCT
POSITIVE_RESPONSE
REJECTED_REASON
REQUESTS_SUPPORTED
RESPONSE_STRUCT
ROUTED_FROM_STRUCT
ROUTED_TO_STRUCT
SWITCH_LINK_STATUS
SYSTEM_ERROR_MSG
SYSTEM_INFO_MSG
TRANSFERRED
TRANSFERRED_STRUCT
Supported DDE Execute Functions
Formatting the DDE Execute String
AGENT_ACTIVITY
ANSWER
ARCHIVE
CONFERENCE
DISCONNECT
EXTEND
HOLD
IMMED_TRAN
JOIN_CALL
MAKE_CALL
QUERY_ACDQ
QUERY_CALL_DATA
QUERY_ITEMS
QUERY_PARTY
QUERY_REQUESTS
RETRIEVE
SEND_DATA
SET_CALL_DATA
SHUTDOWN
TRANSFER
Chapter 13. If You Have a Problem
Identifying Points of Failure -- Support Components
Identifying Points of Failure -- CallPath Server and CallPath Enterprise Components
Obtaining a Diagnostics File
CallPath Enterprise Component Diagnostic Files
Identifying Points of Failure -- Agent or VRU Applications
CallPath Enterprise Test Tool
Troubleshooting Checklist
Cannot Transfer Calls from One Center to Another
Call Information Not Passed to Agents
No Agent Receives Call Data
VRU Reports Problems with CallPath Enterprise System Requests
CallPath Enterprise Client Status Panels Down
Appendix A. CallCoordinator Migration Considerations
Choosing Your Installation Option
Option 2
Option 1
Mapping CallCoordinator to CallPath Enterprise Option 1
Migrating Your HAT Configuration
Changes in Supported Functions
Appendix B. Using Sample INI Files
Using CallPath Enterprise Server INI Files
Using CallPath Enterprise Client INI Files
Using Call Control and Monitoring INI Files
Using ACD Queue Monitoring INI Files
Using NACD INI Files
Sample Scenario
Using Inter-Switch Intelligent Call Transfer INI Files
Sample Scenario
Using CallPath Intelligent Load Balancing INI Files
Using CallPath Skills-Based Routing INI Files
Using CallPath Dialer INI Files
Using CallPath Predictive Dialer INI Files
Appendix C. Notices
Trademarks
Chapter 14. Glossary
Glossary
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