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Overview Guide
*1PA31003-S2265-A100-1-76A9*
1P A31003-S2265-A100-1-76A9
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May 2005
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Reference No.: A31003-S2265-A100-1-76A9
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HPPCSOverviewTOC.fm
Nur für den internen Gebrauch Contents
Contents 0
2.1 Purpose
The purpose of this document is to help customers prepare for the planning and design phase
of the HiPath ProCenter implementation. This document provides high-level information about
key HiPath ProCenter concepts.
2.2 Audience
The audience for this document is customers who are planning to implement HiPath ProCenter.
Customers should apply the concepts in this document to their own contact center
implementation.
Group Several agents who handle the same type of contact. An agent
can be a member of up to 10 groups at a time. Examples of
groups are: mortgages, loans, and customer service.
Skill An agent characteristic that is useful in handling customer
contacts. Examples of skills are: proficiency in a particular
language, and expertise in selling/repairing a particular product.
Queue A defined, logical container where a contact waits for the next
available agent. Separate queues can be created for calls,
callbacks, and e-mail messages.
Routing strategy The process of identifying and sending an incoming contact to
a appropriate agent or queue. Separate routing strategies can
be created for calls and e-mail messages.
Queue processing strategy The process of defining how a contact is treated once a queue
is determined from the routing strategy. This treatment is then
applied while the contact is waiting to be assigned to the next
available agent. Separate queue processing strategies can be
created for calls and e-mail messages.
Profile A set of permissions that allow access to specific features in
HiPath ProCenter. Users are assigned profiles based on their
role in the contact center.
These concepts are described more fully in the sections that follow.
Australia
Group
Asia
Queue Group
General
Group
Callers
Travel Agency
Skills required to take the call are:
30 sec
60 sec
600 sec
Time-out Supervisor
or voice mail
Voice Mail
“For Sales, press 1.
For Service, press 2.”
NO Sales Queue
YES
START
START
Master Administrator
The Master Administrator profile is intended for designers providing the initial configuration of
the installation. This profile should not be used for day-to-day administration.
Manager
The Manager profile is intended for users who are responsible for contact center business
targets. Specific responsibilities of the Manager might include hiring new contact center
resources and monitoring the performance targets of the contact center. This profile provides
access to historical reports for viewing and measuring agent and contact center statistics.
Supervisor
The Supervisor profile is intended for users who have responsibility for day-to-day supervision
of contact center staff and monitoring real-time contact center performance. This profile
includes access to real-time and cumulative reports that provide immediate feedback of
changes as they occur in the contact center.
Telecommunication Specialist
The Telecommunication Specialist profile is intended for users who are responsible for the
overall IT and telecommunications support for the contact center. This role involves
troubleshooting and configuring both the computer and telephony, callback, and e-mail
resources for HiPath ProCenter. The profile provides access to system and telephony resource
settings.
Phone Agent
The Phone Agent profile is intended for users who receive customer contacts via telephone
only. These users do not require access to the Client Desktop application.
4 System overview
The major components of HiPath ProCenter are the client applications, servers, and
databases. HiPath ProCenter also supports several third-party components and interfaces.
SDK
Wallboards
Screen Pop
API
XMU+/SBX
Workforce Servers Databases
Optimization
Interface
System overview
Wallboards
The server machine also contains databases that store different types of information, including:
● Switch configuration
● Contact processing
● Statistics
● Announcements and interactive messages (XMU+ and SBX)
If the Call Director feature is licensed, announcements and interactive messages can be played
to callers while they are being routed or waiting for an agent.
4.3 Wallboards
HiPath ProCenter supports Spectrum wallboards for displaying contact center information.
5 Client applications
This section provides an overview of the main features in the following HiPath ProCenter client
applications:
● Manager
● Client Desktop
Client applications
Manager application
You use the HiPath ProCenter Manager application to perform tasks such as the following:
● Configuring system data, switch resources, users, groups/virtual groups, and queues.
● Configuring wallboard and Broadcaster views to display current performance statistics.
● Creating Routing Strategy flows and Queue Processing flows.
● Creating and running real-time, cumulative, and historical reports to monitor performance
trends.
● Configuring servers and notifications, such as an e-mail message to notify the System
Administrator if a HiPath ProCenter server is down.
● Configuring Client Desktop application settings, such as unavailable reasons, work
reasons, and wrap-up reasons.
● Configuring directory settings to access external LDAP (Lightweight Directory Access
Protocol) directories.
The highlights of each component (Administration Center, Broadcast Center, Report Center,
Design Center, and Telephony Center) are described in the following sections.
The configuration of most of the resources is straightforward. For example, to configure user
permissions, once you understand the feature a user needs to access (such as the routing
strategy flow) and the permission levels required (such as read-only or full), you can select the
appropriate settings in the User dialog box, in the Permissions tab.
Client applications
Manager application
View Distribution
Client applications
Manager application
5.1.2.1 Wallboards
Wallboards are typically used to display contact center statistics to a number of users at the
same time. Therefore the information displayed is usually generic to the contact center and not
specific to individual users.
HiPath ProCenter supports Spectrum IP Wallboards and can support serial wallboards.
Customers who currently have serial wallboards will require a Serial to IP Conversion Kit.
5.1.2.2 Broadcaster
Like wallboard views, Broadcaster views are used to display contact center statistics to
individual users by displaying a scrolling message in the Client Desktop application.
The Broadcaster feature allows customers to deploy message broadcast functionality without
having to purchase and use a separate piece of hardware that is located somewhere within
view of the contact center users.
To view the Broadcaster, the agent must be running the Client Desktop and have the
Broadcaster feature enabled.
Generating reports
Types of Users can generate real-time, cumulative, historical, and activity reports.
reports
Report In historical and cumulative reports, users can generate reports with
intervals different intervals, for example, hourly, daily.
User-defined Users can build reports column-by-column, for example, build customized
content reports for every business need.
Aggregates Users can combine several queues of the same type (Voice, Callback, or
E-mail) into an aggregate and view the statistics at the aggregate level.
Alarms and In real-time reports, users can set visible and/or audible alarms when
thresholds statistics reach preconfigured thresholds.
Restricted The following are examples of restrictions that can be placed on individual
reporting users: restricting their reporting to specific agents, restricting the
individual statistics that can be used in their reports, and restricting their
usage of certain reporting features.
Client applications
Manager application
Retention periods
Report data is kept for varying amounts of time, depending on the reporting interval.
The retention period for data in the Activity Log depends on contact volume, but Activity Log
records are kept for a minimum of 200 days.
Client applications
Manager application
● Wrap-up reasons
Historical reports
Historical reports provide statistical summaries of activities on individual resources over a
specified period of time and can include roll-ups to higher level resources such as groups or
departments.
Historical reports can display statistics at the following intervals, depending on your selection:
● None (no intervals are defined)
● 15-minutes
● Hourly
● Daily
● Weekly
● Monthly
Historical reports report on events that happened in the past, that is, prior to the current date.
Cumulative reports
Cumulative reports are similar to historical reports, except that cumulative reports are intended
to be used as online reports. They include accumulated statistics for the current day, which are
updated in real time at configured intervals, for example, every 15 minutes or every hour.
Cumulative reports for the current day are continuously updated and show data trends as the
day progresses. The trending information can be used to compare the current day to a specified
previous day. A graph showing the statistical trend for the previous day can be used for
comparison.
● A step-by-step history of contact state changes for a defined contact from a particular
calling number or e-mail address
Activity reports are useful for investigating the activities of a user during a specified interval, or
for providing a detailed view of how a particular contact was handled.
Client applications
Manager application
Client applications
Client Desktop
The standard interface for all contact types is the Contact Details screen pop. It appears when
a new customer contact arrives and contains the tools that an agent needs to handle the
contact, including an updatable table of customer information, a searchable directory of contact
information from an external LDAP database, and a standard, easy-to-use interface for entering
wrap-up reasons, to show how the contact was resolved.
For illustrations of the Contact Details screen pop, see Section 5.2.1, “Contact Details screen
pop”, on page 5-35.
In addition to the Contact Details screen pop, the Client desktop contains many features to help
the agent handle, track, and follow up on customer contacts.
Here is a summary of some of these features.
Activity Log Stores detailed information on contacts the agent handled in the last
24 hours of logged-on time.
Ongoing Activity Stores detailed information on e-mail messages that are in deferred or
Log consulted state. Makes it easy to resume handling an e-mail message.
E-mail History Facilitates the search for one or more e-mail messages. A number of
Search different criteria can be used, for example, date, e-mail address,
subject.
Speed List Stores the names of frequently called individuals, for quick and easy
dialing. Users can add and delete their own entries.
Speed Bar Facilitates communication with individuals on the Speed List. The
Speed Bar is included in the Client Desktop main window and is a
subset of the Speed List.
Team List Shows the status of other internal users and facilitates calls, transfers
and conferences.
Client applications
Client Desktop
Broadcaster Shows general, statistical, and historical information about the state of
the contact center.
Contacts Waiting Displays the number of contacts waiting in queue. Numbers are
Indicator displayed for all media (Voice, Callback, E-mail) that the user is
currently logged on to. The Contacts Waiting Indicator also flashes
when a predefined threshold is exceeded.
Customizable Allows user to customize their view of data, for example, in the Speed
views List, Activity Log, and Ongoing Activity Log, to meet their particular
needs. To minimize desktop space, views can also be displayed in
compact mode.
Most of the features described above are accessible directly from the Client Desktop main
window. Descriptions are provided in the sections that follow.
Client applications
Client Desktop
Callbacks
The Contact Details screen pop for callbacks is similar to the screen pop for calls. However,
there is also a Schedule tab, where the agent can view the schedule of future, planned
callbacks to the customer and the results of past callback attempts.
Figure 5-13 Contact Details screen pop for active callback (Schedule tab)
E-mail messages
The Contact Details screen pop for e-mail messages is similar to a standard e-mail application.
The agent can reply to a message or forward it to a knowledge expert. Messages can also be
deferred on consulted on. The Message tab shows the text of the customer’s e-mail message,
and the History tab gives the agent access to the entire record of the back-and-forth
‘conversation’ between the customer and the contact center.
The agent can keep the Message tab open while viewing or working with data in the other tabs.
Client applications
Client Desktop
Figure 5-14 Contact Details screen pop (expanded) for an active e-mail message
5.2.2 Directory
The Directory feature allows integration with corporate or external LDAP directory services and
provides flexible communication productivity features for agents to access additional contacts.
Client applications
Client Desktop
Figure 5-17 Ongoing Activity Log with right-click menu open for selected e-mail message
Client applications
Client Desktop
Figure 5-20 Speed Bar with right-click menu open for selected contact
Figure 5-21 Team List with right-click menu open for selected agent
Client applications
Client Desktop
Client applications
Client Desktop
5.2.12 Broadcaster
The Broadcaster provides an integrated 'ticker-tape' display of real-time contact center
operational statistics and supervisor messages.
The Broadcaster includes:
● Tear-off-and-park ability, so it can be relocated to a position off the Client Desktop main
window.
● Customizable display look and feel (scroll direction and speed).
Client applications
Client Desktop
Client applications
Client Desktop
6 Third-party integration
This section contains descriptions of third-party points of integration that are included with the
HiPath ProCenter product, for example:
● Screen Pop Application Programming Interface (API)
● IVR API
● Workforce Optimization Interface
● SDK (Software Development Kit – licensable)
Third-party integration
Workforce Optimization Interface
HiPath Processor: Pentium III processor 300 MHz ● 10 Mbps Switched LAN
ProCenter Memory: 128 MB RAM available
Client Desktop Hard Disk: 25 MB of available disk space
Other:
Agent & ● Microsoft Windows XP Professional with Service
Associate Pack 2 or later
or
● Microsoft Windows 2000 Professional with Service
Pack 4 or later
Hicom 300E ● HUBC Card (Mod 80) ● PBX LAN 10 MB Half Duplex
V6.6 ● LAN-S PORT (Mod 30) connection
(U.S. only) ● ACD Application Server (Internal or External) ● 100 MB Full Duplex Local LAN
● Analog ports for the following: connection to ACD App Server
– 2 analog ports for Dialogic connection
(Heartbeat)
– 1 Analog port for remote access
– 1 Analog port for paging
● 1 Composer Supervisor for config sync
● CallBridge
– 1 CSTA non-redundant Ethernet link
– monitored agents
● Analog or T1 card to support Call Director
IM:
Analog: Q2246-X
Classic XMU ● Supported line cards same as New XMU+ section ● IP Address
Upgrade ● You will need:
● XMU+ Control Card Upgrade with 8 minutes - Part NOTE: A Firewall between the
# 27062U8 Server and Clients is not
● (upgrades XMU system to XMU+) recommended. (If firewall
● You can reuse: implementation is required, consult
– Small or Large chassis your Service Engineer.)
– Existing supported line cards as listed above
NOTES:
● If you are not using Call Director, an existing XMU
or XMU+ can be used for switch-based
announcements
● If you are not using Call Director, the SBX can be
used for switch-based announcements and music
on hold
Wallboards ● Spectrum IP and Serial (with a Spectrum IP ● IP Address for each wallboard
converter kit) Wallboards are supported.
NOTE: A Firewall between the
Server and Clients is not
recommended. (If firewall
implementation is required, consult
your Service Engineer.)
Server
● Windows 2000 Server with IIS 5
● Windows 2003 Server with IIS 6.0
● Sun Solaris 8 or Linux with Apache 1.3 and Tomcat 3.3
● Sun Solaris 8 with Sun Java System Web Server 6.1
E-mail and Protocols
LDAP ● IMAP version 4
● SMTP version 1 (Enhanced SMTP or ESMTP, is not supported)
811
● SMTP version 1 (Enhanced SMTP or ESMTP, is not supported)
Server
● Microsoft Exchange 2003
● Microsoft Exchange 2000
● Lotus Domino 6.5
● Lotus Domino 6.0
B HiPath 3000 V4.0 or V5.0 and HiPath 5000 V4.0 Real-Time Services Manager
(RSM) Co-Resident and Stand-Alone: Requirements
HiPath 3000 V4.0 or V5.0 and HiPath 5000 V4.0 Real-Time Services Manager (RSM)
HiPath Processor: Pentium III processor 300 MHz ● 10 Mbps Switched LAN
ProCenter Memory: 128 MB RAM available
Client Desktop Hard Disk: 25 MB of available disk space
Other:
Agent & ● Microsoft Windows XP Professional with Service
Associate Pack 2 or later
or
● Microsoft Windows 2000 Professional with Service
Pack 4 or later
HiPath 3000 V4.0 or V5.0 and HiPath 5000 V4.0 Real-Time Services Manager (RSM)
NOTES:
– If you are not using Call Director, an existing
XMU or XMU+ can be used for switch-based
announcements.
– If you are not using Call Director, the SBX can
be used for switch-based announcements
and music on hold.
Wallboards ● Spectrum IP and Serial (with a Spectrum IP ● IP Address for each wallboard
converter kit) Wallboards are supported.
NOTE:
● A Firewall between the Server
and Clients is not
recommended. (If firewall
implementation is required,
consult your Service
Engineer.)
Server
● Windows 2000 Server with IIS 5
● Windows 2003 Server with IIS 6.0
● Sun Solaris 8 or Linux with Apache 1.3 and Tomcat 3.3
● Sun Solaris 8 with Sun Java System Web Server 6.1
HiPath 3000 V4.0 or V5.0 and HiPath 5000 V4.0 Real-Time Services Manager (RSM)
Server
● Microsoft Exchange 2003
● Microsoft Exchange 2000
● Lotus Domino 6.5
● Lotus Domino 6.0
HiPath Processor: Pentium III processor 300 MHz ● 10 Mbps Switched LAN
ProCenter Memory: 128 MB RAM available
Client Desktop Hard Disk: 25 MB of available disk space
Other:
Agent & ● Microsoft Windows XP Professional with Service
Associate Pack 2 or later
or
● Microsoft Windows 2000 Professional with Service
Pack 4 or later
HiPath 4000 ● HUBC Card (Mod 4500) ● PBX LAN 10 MB Half Duplex
● LAN-S PORT (Mod 4300) connection
● ACD Application Server pre-installed ● 100 MB Full Duplex Local LAN
● Analog ports for the following: connection to ACD App Server
– 1 Analog port for remote access
– 1 Analog port for paging
● CallBridge
– 1 CSTA non-redundant Ethernet link to
monitor agents
● Analog or T1 cards to support Call Director
Analog: Q2246-X
T1: Q2192-X (North America only)
NOTES:
● If you are not using Call Director, an existing XMU
or XMU+ can be used for switch-based
announcements.
● If you are not using Call Director, the SBX can be
used for switch-based announcements and music
on hold.
Wallboards ● Spectrum IP and Serial (with a Spectrum IP ● IP Address for each wallboard
converter kit) Wallboards are supported.
NOTE:
● A Firewall between the Server
and Clients is not
recommended. (If firewall
implementation is required,
consult your Service
Engineer.)
Server
● Windows 2000 Server with IIS 5
● Windows 2003 Server with IIS 6.0
● Sun Solaris 8 or Linux with Apache 1.3 and Tomcat 3.3
● Sun Solaris 8 with Sun Java System Web Server 6.1
Server
● Microsoft Exchange 2003
● Microsoft Exchange 2000
● Lotus Domino 6.5
● Lotus Domino 6.0
Server
● Windows 2000 Server with IIS 5
● Windows 2003 Server with IIS 6.0
● Sun Solaris 8 or Linux with Apache 1.3 and Tomcat 3.3
● Sun Solaris 8 with Sun Java System Web Server 6.1
E-mail and Protocols
LDAP ● IMAP version 4
● SMTP version 1 (Enhanced SMTP or ESMTP, is not supported)
Server
● Microsoft Exchange 2003
● Microsoft Exchange 2000
● Lotus Domino 6.5
● Lotus Domino 6.0
Index Z
T
Telecommunication Specialist, profile 3-15
third-party integration
IVR API 6-51
screen pop API 6-51
Workforce Optimization interface 6-52
trend line, using in reports 5-25
V
virtual group, in skills-based routing 3-8