CSTA V2.7.1 Software locks (Licenses)



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CSTA V2.7.1 Software locks (Licenses) Order number 3BA 19598 CGAA OmniPCX Enterprise release 6.x / 7.x Revised January 2008

Copyright Alcatel-Lucent 2000 2006. All rights reserved. Passing on and copying of this document, use and communication of its contents not permitted without written authorization from Alcatel-Lucent. Notice While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, we can not assume responsibility for any errors. Changes and/or corrections to the information contained in this document may be incorporated into future issues. Information Alcatel-Lucent Enterprise, Technical Support and Services 1, rue du Docteur Albert Schweitzer 67408 Illkirch France http://www.applicationpartner.alcatel-lucent.com/ Edition 1 January 2008 1 CSTA V2.7.0 Software locks (Licenses)

Contents Chapter 1 Introduction...3 Chapter 2 CSTA Licences...5 2.1 CSTA monitoring Business profile... 5 2.2 CSTA monitoring Call Centre profile... 6 2.3 CCD pilot monitoring... 7 2.4 IVR ports... 8 Chapter 3 Determining the number of CSTA monitoring requests...11 3.1 General considerations... 11 3.1.1 Monitoring both the agent and its associated set... 11 3.1.2 Using virtual sets... 11 Chapter 4 Alcatel CTI applications...13 4.1 Introduction... 13 4.2 Alcatel TSAPI Server/TSAPI Premium Server... 14 4.3 Alcatel CCagent... 15 4.4 Alcatel 4980... 16 4.5 Alcatel CCivr... 17 4.6 Alcatel TAPI Premium Server... 17 4.7 Alcatel CCoutbound... 18 4.8 Alcatel CCemail... 19 4.9 Alcatel CCweb... 20 4.10 Alcatel CCinternet... 21 4.11 Alcatel CCfax... 22 Chapter 5 Other CTI applications...23 5.1 Introduction... 23 Edition 1 January 2008 2 CSTA V2.7.0 Software locks (Licenses)

Chapter 1 Introduction CSTA allows a third party application to monitor and/or control the behavior of telephony objects handled by the OmniPCX Enterprise. Third party applications can be: a PC based telephony application, an outbound Campaign Manager, a call router, an Interactive Voice Response (IVR) system, a voice logger... Telephony objects that can be monitored/controlled include: business sets, ACD V1 agents or CCD agents, CCD pilots, virtual sets, IVR ports (analogues or digitals), i.e. ports declared as such by management. CSTA is licensed: on a per node basis, per monitoring request on an object (so called device). Edition 1 January 2008 3 CSTA V2.7.0 Software locks (Licenses)

Each given node has a 'CSTA profile" and the two available profiles as follows: Business: requested to monitor/control analogue, digital or virtual sets, Call Centre: requested as soon as you need to monitor ACD V1 agents or CCD agents. Two telephony object types are managed separately: CCD pilots, and IVR ports. In this document, ACTIS is designed as the OmniPCX Enterprise technical order preparation system. This Alcatel software is in charge, among other things, to take into account the OmniPCX Enterprise software licenses in terms of customer needs. What s new? update of the maximum value for both CSTA profiles (Business and Call Centre) - pages 3 and 4 update of the maximum value for IVR ports - page 5 addition of new Alcatel CTI applications - page 9 addition of the TSAPI Premium Server application which will replace the TSAPI Server product; update of ACTIS limits - page 10 CSTA licenses are now bundled in CCagent licenses; update of ACTIS limits - page 10 update of Alcatel 4980 licenses and ACTIS limits - page 11 CSTA licenses are now bundled in TAPI Premium Server licenses; update of ACTIS limits - page 12 following new products and licenses are now available: CCoutbound, CCweb, CCemail, CCinternet, CCfax - pages 13, 14 and 15 update of the CSTA/TSAPI licensing - page 17 addition of the Remote B channels recording license for the NICE voice logger Edition 1 January 2008 4 CSTA V2.7.0 Software locks (Licenses)

Chapter 2 CSTA Licences 2.1 CSTA monitoring Business profile Lock number The Business profile is limited to business devices including virtual sets. The Business software license is thus required to monitor/control these devices. From the ACTIS point of view: Designation Value Default value Orderable Items (OI) references 100 CSTA Profile 1 (Business) 0 3BA09247 101 CSTA Quantity of moni-toring requests 0 to 5000 (pack of 5) 0 0 to 5 : free 5 to 50 : 3BA09248 50 to 5000 : 3BA09165 Edition 1 January 2008 5 CSTA V2.7.0 Software locks (Licenses)

2.2 CSTA monitoring Call Centre profile The Call Centre profile implements all services and events for all kind of objects. It is a superset of the Business profile. The Call Centre software license is thus required to monitor/control business devices, virtual sets, ACD V1 agents or CCD agents. From the ACTIS point of view: Lock number Designation Value Default value Orderable Items (OI) references 100 CSTA Profile 2 (Call Centre) 0 3BA09246 Upgrade kit from CSTA Profile value 1 to 2 : 3BA09246 101 CSTA Quantity of moni-toring requests 0 to 5000 (pack of 5) 0 0 to 5 : free 5 to 50 : 3BA09248 50 to 5000 : 3BA09165 Edition 1 January 2008 6 CSTA V2.7.0 Software locks (Licenses)

2.3 CCD pilot monitoring CCD pilot monitoring is now priced functionally. A license allows an application to monitor any number of pilots, thus avoiding the painful exercise of guessing the number of pilots the customer will use (nevertheless, the quantity of monitoring requests is limited to 800). For system migration to OmniPCX Enterprise release 3.x/4.x, CCD pilot monitoring is automatically set when CSTA monitoring requests with Call Centre CSTA profile were configured. From the ACTIS point of view: Lock number 113 CSTA Pilots CCD monitored Designation Value Default value 1 0 3BA09249 Orderable Items (OI) references Edition 1 January 2008 7 CSTA V2.7.0 Software locks (Licenses)

2.4 IVR ports Lock number IVR ports included in CCD IVR groups or Interactive queueing groups are not charged as agents but require CSTA monitoring. A license has thus been created for IVR ports and grants the monitoring/control of IVR ports regardless of the node monitoring profile. It may apply to both business and call centre environments. From the ACTIS point of view: 123 CSTA IVR port monitored Designation Value Default value 0 to 500 (pack of 5) Orderable Items (OI) references 0 0 to 5 : 3BA09250 5 to 30 : 3BA09251 30 to 500 : 3BA09252 Monitoring of an IVR port is depending on: the interface type: digital (IVR_Z30 board declared as such by management) or analogue the checking of the Z IVR characteristic for each port (IVR Port characteristic in Users declared as such by management) the fact that IVR ports are included in CCD IVR groups or not (ACD Station set to Ivr in Users declared as such by management) the identification of the CSTA client connected. The following table indicates if the IVR port software license is mandatory or not to declare an IVR port: Business IVR port (that is not in a CCD IVR group) CCD IVR port (that is in a CCD IVR group) Analogue interface CSTA IVR port monitored mandatory if the IVR port charac-teristic has been set, no soft-ware license otherwise CSTA IVR port monitored mandatory (IVR port characteristic forced by management) Digital interface CSTA IVR port monitored mandatory (IVR port characteristic forced by management) CSTA IVR port monitored mandatory (IVR port characteristic forced by management) Edition 1 January 2008 8 CSTA V2.7.0 Software locks (Licenses)

The following table summarises the software licenses necessary to monitor an IVR port: IClient type is Alcatel CCivr or client type is a generic IVR identified as such by CSTA (direct connection or behind the TSAPI server link) Business IVR port (that is not in a CCD IVR group) Analogue interface CSTA IVR port monitored if declared as IVR port, CSTA business licence otherwise CSTA IVR port monitored Digital interface CSTA IVR port monitored CCD IVR port (that is in a CCD CSTA IVR port monitored IVR group) Client type is an IVR not identified by CSTA (e.g. behind EasyPhone, Genesys, CT Connect, TSAPI,...) Analogue interface Digital interface Business IVR port (that is not in a CCD IVR group) CCD IVR port (that is in a CCD IVR group) CSTA business licence +CSTA IVR port monitored if declared as IVR port otherwise CSTA business licence only CSTA IVR port monitored andcsta Call Centre licence CSTA IVR port monitored and CSTA business licence CSTA IVR port monitored andcsta Call Centre licence Edition 1 January 2008 9 CSTA V2.7.0 Software locks (Licenses)

Edition 1 January 2008 10 CSTA V2.7.0 Software locks (Licenses)

Chapter 3 Determining the number of CSTA monitoring requests 3.1 General considerations The control of any object/device requires prior monitoring. If several applications are monitoring simultaneously the same device, customers will have to buy as many monitoring requests. This is not the case if device monitoring multiplexing is provided by a CTI platform such as the Alcatel TSAPI server, CT-Connect, Genesys... 3.1.1 Monitoring both the agent and its associated set Some CTI applications may need to monitor simultaneously the agent phone set and its physically associated set (also called pro-acd). The two most frequent situations of that kind identified so far are: the monitoring of all CCD declared physical sets may be used by a CTI application to detect that an agent is logging on through his telephone set; a voice logger may use the monitoring of CCD declared physical sets to handle the association between a physical set and the agent using it. In these cases, customers have to pay for two monitoring requests. A CSTA service allowing reception of logging status of CCD agents without the requirement of monitoring the agents is available. It provides a CTI application with a mean for dynamically starting and stopping the monitoring on CCD agents. An Escape Service will be generated when an agent logs on/off. It will contain the agent's action (logon or logoff), the agent's device, the pro-acd device and the agent's name. To access this service, the application has to register to the switch using the CSTA private service Escape Register Request. 3.1.2 Using virtual sets These sets are mainly used to perform either call routing or outbound calls in predictive mode. Such extensions have to be integrated in the overall needs for OmniPCX Enterprise resources and CSTA monitoring. Edition 1 January 2008 11 CSTA V2.7.0 Software locks (Licenses)

Edition 1 January 2008 12 CSTA V2.7.0 Software locks (Licenses)

Chapter 4 Alcatel CTI applications 4.1 Introduction Alcatel offers following CTI applications: Alcatel TSAPI Server/TSAPI Premium Server: provide TSAPI to client applications Alcatel CCagent: provides a telephony application and a desktop toolkit for CCx agents Alcatel 4980: provides a fully featured PC based application for business environments Alcatel CCivr: designed for the development of customer specific voice applications Alcatel TAPI Premium Server : provides TAPI to client applications Alcatel CCoutbound : provides outbound campaign management functionalities in a Call Centre environment Alcatel CCemail : provides e mail functionalities in a Call Centre environment Alcatel CCweb : provides Web functionalities in a Call Centre environment Alcatel CCfax : provides fax functionalities in a Call Centre environment. Edition 1 January 2008 13 CSTA V2.7.0 Software locks (Licenses)

4.2 Alcatel TSAPI Server/TSAPI Premium Server Lock number The TSAPI run time package is licensed by monitored devices. CSTA monitoring requests induced by TSAPI have to be purchased separately. However, because Alcatel TSAPI Server/TSAPI Premium Server support monitoring multiplexing (i.e. an application issuing several monitoring requests for the same device behind the TSAPI server will only require one CSTA monitoring request), CSTA monitoring requests generated by a TSAPI application have to be computed per monitored devices (and not per monitoring requests). From the ACTIS point of view: Designation Value Default value 114 TSAPI Request monitored 0 to 2000 (pack of 5) Orderable Items (OI) references 0 0 to 5 : 3BA09253 5 to 50 : 3BA09254 50 to 2000 : 3BA09255 Edition 1 January 2008 14 CSTA V2.7.0 Software locks (Licenses)

4.3 Alcatel CCagent Alcatel CCagent is licensed by logged in agents and is a client application requiring the Alcatel CCagent server. The use of CSTA by CCagent is bundled in CCagent licenses, that is CSTA licenses are no more required. From the ACTIS point of view: Lock number Designation Value Default value Orderable Items (OI) references 115 CCA Quantity of agents 0 to 1000 0 0 to 5 : 3BA09256 (pack of 5) 5 to 1000 : 3BA09257 157 CCA Nomadic 1 0 no OI reference Note: lock 157 is free and is set if optional Nomadic function is requested in the CCA application Edition 1 January 2008 15 CSTA V2.7.0 Software locks (Licenses)

4.4 Alcatel 4980 Lock number This desktop application for a business environment is proposed in three versions: 4980 Standard 4980 Groupware 4980 Advanced. These packages are licensed by declared users. The use of CSTA by A4980 is bundled in A4980 licenses, that is CSTA licenses are not required. From the ACTIS point of view : Designation Value Default value Orderable Items (OI) references 116 4980 Standard 0 to 2500 5 0 to 10 : 3BA09259 (pack of 10) 10 to 500 : 3BA09260 500 to 2500 : 3BA09292 117 4980 Advanced 0 to 2500 5 0 to 10 : 3BA09261 (pack of 10) 10 to 500 : 3BA09262 500 to 2500 : 3BA09294 129 4980 Groupware 0 to 2500 5 0 to 10 : 3BA09283 (pack of 10) 10 to 500 : 3BA09284 500 to 2500 : 3BA09293 119 4980 Nomadic Quantity of agents logged 0 to 2500 (pack of 10) 0 no OI reference Notes: Lock 119 is free and is set if Nomadic function has been requested in the application; this lock is only available if Advanced licences have been purchased 5 free demonstration licenses are automatically set (if not disabled in ACTIS) for the three locks Standard, Groupware and Advanced. Edition 1 January 2008 16 CSTA V2.7.0 Software locks (Licenses)

4.5 Alcatel CCivr The CCivr connects to the OmniPCX Enterprise through the Alcatel TSAPI Server. Alcatel TSAPI Server licences are not required but CSTA Business, CSTA Call Centre or IVR ports licences have to be purchased (see the chapter 2 for more information). 4.6 Alcatel TAPI Premium Server Lock number The TAPI Premium Server package is licensed by monitored devices. The use of CSTA by TAPI Premium Server is bundled in TAPI Premium Server licenses, that is CSTA licenses are no more required. From the ACTIS point of view: Designation Value Default value Orderable Items (OI) references 143 TAPI Premium Server 0 to 5000 (pack of 5) 0 0 to 5 : 3BA09300 5 to 50 : 3BA09301 50 to 5000 : 3BA09302 Edition 1 January 2008 17 CSTA V2.7.0 Software locks (Licenses)

4.7 Alcatel CCoutbound Lock number CCoutbound (CCO) is a server based on mechanisms developed by Genesys for sampling calls. The use of CSTA by CCO is bundled in CCO licenses, that is CSTA licenses are not required. From the ACTIS point of view: Designation Value Default value Orderable Items (OI) references 161 CCO agents 0 to 1000 0 0 to 5 : 3BA09352 (pack of 5) 5 to 1000 : 3BA09353 162 CCO Voice Activity 0 to 1000 0 0 to 5 : 3BA09355 Detection (pack of 5) 5 to 1000 : 3BA09356 Edition 1 January 2008 18 CSTA V2.7.0 Software locks (Licenses)

4.8 Alcatel CCemail Lock number CCemail (CCE) allows dealing with e mails in the same way as telephonic calls presented in a Call Centre. This application is only available from OmniPCX Enterprise release 4.1.1. The use of CSTA by CCE is bundled in CCE licenses, that is CSTA licenses are not required. From the ACTIS point of view: Designation Value Default value 160 CCemail agents 0 to 1000 (pack of 5) Orderable Items (OI) references 0 0 to 5 : 3BA09349 5 to 1000 : 3BA09350 Edition 1 January 2008 19 CSTA V2.7.0 Software locks (Licenses)

4.9 Alcatel CCweb Lock number CCweb (CCW) enables requests from customers using Internet to communicate with a Call Centre to be processed. This application is only available from OmniPCX Enterprise release 4.1.1. The use of CSTA by CCW is bundled in CCW licenses, that is CSTA licenses are not required. From the ACTIS point of view: Designation Value Default value 125 CCweb agents 0 to 1000 (pack of 5) Orderable Items (OI) references 0 0 to 5 : 3BA09280 5 to 1000 : 3BA09281 Edition 1 January 2008 20 CSTA V2.7.0 Software locks (Licenses)

4.10 Alcatel CCinternet To reduce costs, a CCinternet (CCI) license is available at a reduced price. This license is composed with a CCemail licence (see section 4.8) and a CCweb licence (see section 4.9) and is only available from OmniPCX Enterprise release 4.1.1. The use of CSTA by CCI is bundled in CCI licenses, that is CSTA licenses are not required. From the ACTIS point of view: Lock number 125 160 (*) Designation Value Default value CCinternet always 0 (pack of 5) Orderable Items (OI) references 0 5 to 10 : 3BA09361 10 to 1000 : 3BA09362 Notes: there is no specific lock number associated to the CCinternet package (CCI is composed with CCweb and CCemail locks); ACTIS automatically configures as many CCinternet licences as common quantities of CCweb agents and CCemail agents are declared. Example: if CCweb agents = 10 and CCemail agents = 20, following licenses will be generated: 10 CCinternet (3BA09361 and 3BA09362) 10 CCemail (3BA09349 and 3BA09350) Edition 1 January 2008 21 CSTA V2.7.0 Software locks (Licenses)

4.11 Alcatel CCfax CCfax (CCF) enables faxes to be received, transformed into e mails, and diverted to the CCemail mailbox to be distributed to the agents. CCfax is not available without the CCemail application and is then only available from OmniPCX Enterprise release 4.1.1. CSTA licenses are not required for this application. Edition 1 January 2008 22 CSTA V2.7.0 Software locks (Licenses)

Chapter 5 Other CTI applications 5.1 Introduction This chapter relates to software licenses induced by other CTI applications like voice loggers. 5.2 NICE voice logger Using a CSTA based integration to get some call parameters (like the agent identifier, the agent name, business data...) requires to monitor the business device or the CCD agent involved in the call. The monitoring of agents or business extensions provides then additional indexing and allows selective recording. Call parameters CSTA information can be provided: directly from the OmniPCX Enterprise to the voice logger with additional CSTA licences; using a CTI server and the voice logger API, reusing CTI server licences. If the voice logger is physically connected on trunk side or on telephone extensions side, all devices to be recorded should be monitored. In this case, CSTA and TSAPI licenses are required as follow: Version of NICE CLSapplication Business profile = 8.1 1 CSTA Business license permonitored device >= 8.5 1 CSTA Business license and1 TSAPI license per monitoreddevice Call Centre profile 1 CSTA Call Centre license permonitored device (agent andpro ACD if needed) 1 CSTA Call Centre licenseand 1 TSAPI license per moni tored device (agent and pro ACD if needed) If the voice logger is using the dedicated recording link (that is by using PCM2 boards), there are specific CSTA licenses to control the DR-link channels. The number of required licenses is equal to the number of simultaneous recording channels used. In this case, the use of CSTA by NICE is bundled in these licenses, that is CSTA licenses (business and Call Centre) are not required. Note: if DR-link channels are used, only 2000 devices can be monitored. Edition 1 January 2008 23 CSTA V2.7.0 Software locks (Licenses)

Lock number From the ACTIS point of view: Designation Value Default value Orderable Items (OI) references 130 CSTA NICE Recording 1 0 3BA09289 145 B channels recording 0 to 600 (pack of 5) 0 0 to 5 : 3BA09304 5 to 50 : 3BA09305 50 to 600 : 3BA09306 164 Remote B channels recording 0 to 600 (pack of 5) 0 0 to 600 : 3BA09360 Notes: license 'CSTA NICE Recording" is mandatory in any case; license "B channels recording" is only required if the voice logger is using the dedicated recording link; license "Remote B channels recording" is only required if the voice logger is using the dedicated recording link in a network configuration (by using B channels on a remote PCM2 board) Edition 1 January 2008 24 CSTA V2.7.0 Software locks (Licenses)

Acronyms and Definitions Acronyms ABC F ACD ACSE API ASN.1 BUSY CAS CCD CCS CSTA CTI Alcatel Business Communication Automatic Call Distribution Association Control Service Element Application Programming Interface Abstract Syntax Notation One Busy tone Channel Associating Signaling Call Centre Distribution Common Channel Signaling Computer Supported Telecommunications Applications Computer and Telephony Integration DASS2 Digital Access Signaling System 2 DPNSS DSP DTO ECMA GAP GPA GSM Digit al Private Network Signaling System Digital Signal Processor Tone Detection European Computer Manufacturer Association Generic Access Profile General Purpose Auxiliary board Global System Mobile Edition 1 January 2008 25 CSTA V2.7.0 Software locks (Licenses)

I/O ISO ISDN IVR LE MAO NDD PCX PCM QSIG RINGING TSA Tx Ty UA VAD VVLE Input/Output International Organisation for Standardisation Integrated Services Digital Network Interactive Voice Response Low End Management Objects None Direct Dialing In Private branch exchange Pulse Code Modulation Q Interface Signaling Ringing tone Telephony Server Assistant filter on the detection of voice signal filter on the non detection of voice signal Universal Alcatel Voice Activity Detection Very Very Low End Edition 1 January 2008 26 CSTA V2.7.0 Software locks (Licenses)

Definitions Agent B channel Computing Function Connection identifier Correlator Data CSTA events I/O service Monitoring services Private information Status Reporting service a CSTA user associated with one or more ACD devices or ACD groups and authorized to act on behalf of the provider of the CSTA application a 56 or 64 Kbps channel on an ISDN or proprietary PBX line that can carry voice or data the part of the domain needed to support CSTA applications that is also within a Computing or Special Resource sub domain an identifier used to identify a relationship between a specific call and a specific device; the Connection Identifier comprises a Call Identifier and a Device Identifier; together, these identifiers specify a unique CSTA Object in the context of a CSTA Association computing domain specific data associated with a call and used to track a call as it is controlled and monitored by the computing function a message provided by the switching function to the computing function to indicate a change of the state of a CSTA object; events are subcategorized into Call Control, Call Associated, Media Stream, Physical Device, Logical Device, Media Attachment, Voice Unit, Maintenance, and Private events service allowing a computing function to send a data stream to or receive a data stream from a device in a switching sub domain the services provided by the switching function by which the computing function may receive notification of changes in the switching function; the computing function indicates interest in certain switching function changes, and thereafter receives notifications of those changes via events implementation specific information service through which system and other status information is passed between the Switching Function and the Computing Function Edition 1 January 2008 27 CSTA V2.7.0 Software locks (Licenses)

- Switching Function Switching Function service Voice Unit the part of the domain needed to support CSTA applications that is implemented within a switching sub domain a service provided by the switch that can be invoked by a computing function or by manual telephone activity a special resource function that allows messages consisting of voice stream data to be created, manipulated, played to a connection, or recorded to a connection Edition 1 January 2008 28 CSTA V2.7.0 Software locks (Licenses)