CallAnalyst User Guide. Trivium System Inc.

Transcription

1 CallAnalyst User Guide Trivium System Inc.

2 Contents Page No. Introduction to CallAnalyst 03 How Call Information is send to the computer 05 Using Call Data Manager 06 CallAnalyst Icons 07 Using CallAnalyst Databases 08 Installing CallAnalys 11 Read me File 12 Installing CallAnalyst Software 13 Connecting Phone System to the Computer 17 Starting CallAnalyst 18 Configuring Call Data Manager 19 Configuring Secure Login 22 Acquiring License 23 Managing Reports 24 Selecting Report Criteria 27 Generating Billing Reports 30 Using Graphical Reports 32 Using Call Distribution Reports 34 Using Tabular Reports 36 Automating Report Generation 37 My Favorite Report 41 Modify My Favorite 42 Managing Call Records 43 Displaying Call Records 44 Sorting Call Records 46 Search and Replace within Call Records 47 Editing Call Records 48 Deleting Call Records 49 Importing Call Records 51 Archiving Call Records 54 Restoring Call Records 55 Automating Call Record Archival 56 Retrieving Call Records from Remote Locations 59 Managing Contacts 62 Adding/Creating Contacts 62 Assigning Phone Numbers to Contacts 63 Viewing Call History of Contacts 65 Importing Contacts from Text Files 67 Configuring CallAnalyst to Manage Tasks 68 Associating Phone Numbers and Names 69 Manage Groups and Departments 70 Managing Extensions 72 Managing Lines 74 Managing Account Codes 76 Setting Up Rate Plans for Call Costing 78 Local And Toll Free Area Codes 81 Testing and Configuring Serial Port 82 Traffic Analysis 84 Glossary 87 Troubleshooting 88 Contacting Trivium 89

3 Introduction to CallAnalyst!"# $ % % & " % ' '( %

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5 How SMDR/CDR information is sent to the computer. ()$! " # / ()$ " % )!)# ()$ 0 % ) ) ()$ /)1 /)2 /)3 /)4 0 % ()$ 5 ()$

6 Using Call Data Manager (CDM) )!)# ) 6 ) ) ) 7 ) % )! #! # % )8 9 ) $ ) $ ) ) : ) : ) 7! "#$"!%"! : ) )! $ : ) 7 )

7 CallAnalyst Menu Icons The following list describes the icons displayed at the top of the CallAnalyst Main Window: CallAnalyst increases productivity, facilitates billing and helps detect toll fraud and phone abuse. It also has powerful tabular (text) and graphical report generating capabilities. Reports can be used to analyze your telephone as a critical business communication tool thereby improving its effectiveness and reducing your telephone related costs. 8 $ % ;< 8 $ % ;< /8 $ % ;</ $8 $ 5 8 / ) 5 8 / ) 8 % *< 8 7 % %< $ 8 % &<

8 $ ) 7 & &$ If you exit Windows in a non-standard fashiom due to power faliure or do so during a database entry operation or if Windows becomes locked up, your CallAnalyst database could become corrupt. CallAnalyst includes built-in utility to Manually clean up the database in the event of corruption. You can use this utility by selecting the Start Programs Trivium Tools Database Tools menu item and followingthe instruction in the Wizard. Automating Repair & Compact If you exit Windows in a non-standard fashion due to power failure or do so during a database entry operation or if Windows becomes locked up, your CallAnalyst database could become corrupt. CallAnalyst includes built-in utility to schedule the clean up of the database in the event of corruption. You can use this utilities by selecting the Start Programs TriVium Tools Compact Automation Setup option.

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24 Generating Reports 7 7 " = 7 " % > :" " 7 7! $ 4 % $ 8

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36 Using Tabular Report Button Bar * 8 ' 0 M *" % " " "

37 Automating Report Generation % 7 $! # 7 7 $! $4 ( " % $ ( ( $ : $ ( : $ (! #

38 : $ (! # ( 8!3 A@@ AJJ AAA 2 2$ $ = $ $ ( 5 "8 "! # ( 7 % :: 7 = = 9 (! (#! 5 # 9 ( "! * 1E 1 #

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40 ! # 7 % 7 $ ( % ( & 7 :! # ( ( % 0 *: 5%0! # " ( ( ( > : ( : : % : : )0: ) / *" $ ( $ (

41 '. :: % ) 5 To Add a Report in My Favorite Report List: Configure the report to be added, with the desired criteria. Click on Favorite button to add it to My Favorite reports * = 5 $6 $ 0 /D 5 $

42 ' To Modify My Favorite: Goto EDIT/Modify My Favorite Or use shortcut CTRL+M this will open the below window ) 5 $ + 5 $ % ) ) 5 $!% $ (# ( To change the criteria of a particular report, select the appropriate report in the left hand side and click on the Criteria button. The call selector screen opens. Make the required changes and click on Accept 0 ( ' %

43 $$ % 8 $ ( $ ($ $ * $ $ $ $ $ $ $ $ $ + :

44 Displaying Call Records & $ 8! $ %8 8 ( 8 + '8 5 8 ) ) ) + '! # + ' / 0 ) )! # + ' + ' 5 / 8 0 '8 *"8 " +8 8 % / *"8 % " % %8!%1 # +

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46 Sorting Call Records 7 5 " $

47 Search and Replace Operation within Call Records 7 % $ &! / #! 0! # $ ( *<5 * /D '8 % G OGO OGO % 5 5 '" $ ( " *<5 '"! 0 + ' 0 ' ( *<$ "

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49 Deleting Call Records 7 % %! ' $ / 7 $ 8 ( $ $ % 0 "! # 7,! ( %< $ $

50 " 7 ; *" $

51 Importing Call Records %" *" = &!.$+#! 4 ( %< $ % $ ( # (!% ()$$)$ # ( 5 ' % & 9 8 ( (' 7 (' *" = 0 % & /= (

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53 ( ()$ " 1 2$ #& "!1# 0 +% 5 / " : 7 A@@ AAA ( $ ' + + % ( $ / $ $

54 Archiving Call Records 7 $ 7! ' $!"' % = ( ' % ' "

55 ( " 05 *" $ Restoring Call Records % 8 $ $ %<$ $ % 7 ; % 5 $ & $ $ $ $ 5 5 *" $ $ $ $

56 Automating Call Record Archival :! ' 4 $ ( "' " ( /8 '

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59 Retrieve Call Information from Remote Locations & ): $ % " 8-0 5%0 6 % % " '$ $ ( (<$ 7! # '8 " 5! # ( LK " :! $ (1 # / : 3

60 : 3 4 # ( 8 * ) % 8!/ ( # % $ + 8 % $ 8 % O' ( O $ / O=O : O5%0 ( O 8 '8 % $ 8 % ):( ' 0 ( 8 5%0 ( 8 5 % 5%0. ' 0! # 5%0 ' ( 8 5 $ 0 ( = O &O O& )O = O1O OO ( ( 7 7 % (!% ( #

61 *" $ ( $ ( & 7 :! # ( ( % 0 *: 5%0! # " ( ( ( > : ( : : % : : #3 ) /

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63 Assigning Phone Numbers to Contacts! $ 4 %! # ( + % 0 ' "! # ' % %! # 8 ( %

64 ) L 7 K 7 6! # " F /! "

65 Viewing Call History of Contacts %! # ( + % H H

66 Viewing Contacts / 5 "!E@3# 442:JJJJ!E@3# 442:JJJA! "

67 Importing Contacts from Text Files " " ) /! % / 0, / 0 & 0 " ( " O)( /O! " % = "

68 Configuring CallAnalyst to Manage Tasks " " " 1$ $ 0 ' ' 9 ) *" ) + ) $ %

69 Associating Phone Numbers and Names & $ % + '! $ $ / 0 0 ' $ % ( *< ' % ' * *! $ $ / 0 + ' $ %

70 Manage Groups and Departments 9 " " 7 ( " ( "7! 4, ( " % ' " ( ' " 05 % ( " 7! $4, 7 ( " % ' 9 "

71 ( ' 9 " 05 % ( " 7 " & " + ' % 8, 7, & &

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74 Managing Lines + / & & 5 " " " " > " 7! 4 ( " "$ 2! 7 ) +% + 2 ( " % ( ", 2 ( " * + ' 0 ' +% ' %C + /D 6%C +6 " +% * % " % %+! 2! 24

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76 Managing Account Codes 7 %! 4 ( " "7 ) + ( " % ( ", ( " * ' ' 05! 24 ( " "7

77 ) + ( " % ( " ( ( " $ P % $ ) + 7 "! $ $4 ( " "7 ) + ( " % ( " ( ( " ( " 7 - ( ( " $ P % $ ( " 7 ( " 7 ' ' ) + ( "

78 Specifying Rate Plans % "!#! $ $ $ 0 ( " # $ 0 (. ( 3 (. ", 1 ( 5 " : % % 5 M 1 M 2 M3! $ ( % 5 ) % 0! # 5 Q@ R1@@ 0 Q@ A4? B $ % "!# ( " % 3 M " % " "!'0'CC# M S 0" + ) " $ % 5 M

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81 $$ 2! $ $!3 % : A@@: $ #& " " + "! 7 % & #$ " "! % 8

82 Configuring and Testing the Serial Port (COM1, COM2,...) /) 0. /) /) 0 7 /) /) 0 /) ( *! #! ( # % 7 # =! % /) 5 / ( 7 /)! FTUPV# 7 )

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85 ( % % Start Date/Time ( % ( ( * 2! % % * ( * 2! 78 (!. %! E #!1:23#!1:# = 1 0 H : /

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