System Management Guide

CallPath® CallCoordinator®/CICS® for OS/390®
System Management Guide
Version 2, Release 1
5655-B34
Document Number SC34-5395-01
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Before using this information and the product it supports, be sure to
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Second Edition (June 2000)
This edition applies to
IBM
CallPath® CallCoordinator®/CICS® for OS/390®, Version 2 Release 1 (program number 5655-B34),
and to any subsequent releases and modifications until otherwise
indicated in new editions.
This edition replaces SC34-5395-00.
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Part 1. Planning
Chapter 1. Introduction
About the Planning Tasks
Chapter 2. Planning for Equipment and Personnel Requirements
Hardware Requirements
Software Requirements
Personnel Requirements
Test Environment Requirements
Chapter 3. Planning for System Operations
CICS Environment
Startup and Shutdown
System Security
System Status
Work Sheets
Recovery and Restart
CallCoordinator Table Sizes
Switch Detail Settings
COR General Settings
COR Telephony Settings
Additional Monitored Resource Settings
User Screen Control
Chapter 4. Planning for Agent Operations
Signon and Sign-Off
Multiple Agents Sharing One Extension
Agent Call Handling
Agent Detail Settings
Chapter 5. Planning for Intelligent Answering
Understanding Intelligent Answering
Planning for the Extension Number Method
Planning for the DNIS Method
Planning for the Trunk ID Method
Planning for the Pilot Number Method
Planning for ANI
Chapter 6. Planning for Coordinated Voice and Data Transfer
Evaluating Coordinated Voice and Data Transfer
Preparing to Enable Coordinated Voice and Data Transfer
Chapter 7. Planning Coordinated Voice, Data Consultation, Conference
Consultation
Conference
Evaluating Coordinated Voice, Data Consultation, Conference
Enabling Coordinated Voice, Data Consultation, Conference
Chapter 8. Planning for Transfer Load Balancing
How Transfer Load Balancing Works
Planning Tasks for Transfer Load Balancing
Understanding the Transfer Load Balancing Module
Evaluating Transfer Load Balancing
Preparing to Enable Transfer Load Balancing
Chapter 9. Planning for Data Collection and Reporting
Planning for Data Collection
Planning for Data Reporting
Part 2. Installation
Chapter 10. Installation, Configuration and Verification Tasks
About the Test Environment
About Your Production Environment
Chapter 11. Preparing For Installation
The Installation Task Sequence
Hardware and software requirements
Prerequisite Tasks
What You Need for the CICS Test Environment
Reference Material
Chapter 12. Loading the CallCoordinator software
Naming Conventions
About the Program Directory
Software Load Sequence
Printing Copy Code and Sample Programs
Chapter 13. About CallCoordinator Software
The CallCoordinator CICS Environment
About the CallCoordinator CICS Definitions
Chapter 14. Defining CallCoordinator to CICS for SRO
Task Overview for Single Region Operation
Limiting Access to System Administration Functions
Using Macro Tables to Define CICS Resources
RDO to Define CICS Resources for SRO
Creating the VSAM Data Sets
Creating User Journals for Tracing
Creating User Journals for MIS Logging
Allocating Customization PDS
Installing CallCoordinator Node Error Program Logic
Including CallCoordinator VSAM Data Sets in Your CICS Startup JCL
Concatenating Load Libraries in Your CICS Startup JCL
Recycling the CICS Region
Chapter 15. Defining CallCoordinator Software to CICS for MRO
Customizing CICS Table Entries for MRO
Defining Programs and Transactions for MRO Using RDO
Incorporating the CallCoordinator COR in your MRO
Defining CallCoordinator in the User AORs
Defining CallCoordinator in the TORs
Chapter 16. Defining to CICS for Sysplex Operation
Defining the Shared TSQ Structure to the Coupling Facility
Defining the Coupling Facility Data Table Structure
Installing CICS Resources in Other CORs (SYSPLEX)
CallCoordinator COR in Sysplex Environment
Defining CallCoordinator in the User AORs
Defining CallCoordinator in the TORs
Chapter 17. Validating Software Load and Definition to CICS
About the Software Validation Program
Accessing and Running the Validation Program
Message Output from the Validation Program
Chapter 18. Getting Ready for Configuration
Prerequisite Equipment
Prerequisite Information
Prerequisite Tasks
About Configuring the Test Environment
Chapter 19. How to Use the CallCoordinator Panels
Who Uses the Panels
The Panel Types
The CallCoordinator System Administration Panels
The Installation Verification Program Panels
The CallCoordinator Agent Panels
How to Use the Panel Functions
How to Enter Information on the Panels
How to Use Online Help
Chapter 20. Configuring System Administration
Configuration Overview
Shutting Down CallCoordinator
Setting Table Sizes
Defining COR Recovery Policy
Defining Switches to CallCoordinator
Configuring the General System Settings
Configuring the CallCoordinator Telephony Settings
Defining Agents, Extensions, and Position IDs
Adding Other Resources to be Monitored by CallCoordinator
Chapter 21. Configuring Intelligent Answering
About Intelligent Answering
Configuring the DNIS to Application panel
Configuring the Trunk to Application panel
Configuring the Pilot to Application Panel
Chapter 22. Configuring Transfer Load Balancing
Configuration Overview
Accessing the Transfer Load Balancing Main Panel
Defining the Load Balancing Functions
Setting Balance Points
Defining Switch-to-switch Dialing Prefixes
Defining the Inter-switch Tracking Numbers
Chapter 23. Preparing for Installation Verification
Prerequisite Personnel and Equipment
Prerequisite Information
Using the Installation Verification Program
How to Use the IVP to Verify Intelligent Answering
How to Use the IVP to Verify Coordinated Voice and Data Transfer
How to Use the IVP to Verify Transfer Load Balancing
Chapter 24. Verifying CallCoordinator Installation
Verifying that CallCoordinator is Operational
Signing On to CallCoordinator
Verification Procedures for Intelligent Answering
Verification Procedure for Coordinated Voice and Data Transfer
Verification Procedures for Transfer Load Balancing
Signing off as Agents
Part 3. Operations
Chapter 25. Introducing System Administration
Overview of the CallCoordinator System Administration Tasks
Chapter 26. Operating the CallCoordinator System
Starting Up and Shutting Down CallCoordinator
Modifying Table Sizes
Table Reload
Activating Deactivating and Relocating Switches
Modifying Switch Information
Modifying General Settings
Modifying Telephony Settings
Defining Additional Monitored Resource
Chapter 27. Maintaining the Agent Environment
Modifying Agent Information
Chapter 28. Maintaining Intelligent Answering
Modifying Agent Information for Intelligent Answering
Modifying System Settings for Intelligent Answering
Modifying DNIS Information for Intelligent Answering
Modifying Trunk Information for Intelligent Answering
Modifying Pilot Information for Intelligent Answering
Chapter 29. Maintaining Transfer Load Balancing
Checking CallCoordinator Transfer Load Balancing
Modifying CallCoordinator Switch-to-switch Dialing Prefixes
Modifying CallCoordinator Inter-switch Tracking Numbers
Modifying CallCoordinator Load Balancing Function
Modifying CallCoordinator Balance Points
Chapter 30. Maintaining Data Collection and Reporting (MIS Log)
Maintaining the MIS Log Journal and Backup Files
Chapter 31. Performing Agent Tasks
Understanding CallCoordinator
Accessing the Agent Sign On/Off Panel
Customizing Your CallCoordinator Session
Signing on to CallCoordinator
Disabling your Terminal During a Session
Copying a Screen During Conference and Consultation Calls
Signing Off of CallCoordinator
Part 4. Appendixes
Appendix A. What To Do If Verification Fails
Appendix B. Determining Time Offset from Greenwich Mean Time
Appendix C. CallCoordinator Worksheets
Part 5. Glossary and Index
Glossary of terms and abbreviations
Index
