Vodavi Call Sort Pro Users Guide

							Pricer Configuration Options3-5
May 1999Running Collection
The Input Source options allow you to determine the source of the SDMR data. 
†Input from Comm Port -- Causes SMDR data to be read from the COM port on the 
Collection PC. The COM port settings are determined by the Communications, refer to 
Changing Communication Settings in chapter 1 for more information on COM port 
settings.
†Input from File -- CallSort Pro reads SMDR data from a file on the system. When you 
start SMDR collection, CallSort Pro requests the filename for SMDR data and gives you 
the option to process the file in Step Mode. Step Mode allows you to process the file line 
by line and is useful for troubleshooting.
In the Input Options dialog box, the following options are available:
†Automatically Start Collection at Startup -- Starts collecting and processing data 
automatically when you start your PC. (Refer to your 
Operating System Instructions
 for 
using the Startup Group capabilities.)
†Record SMDR Input in YYYYMMDD.RAW -- Back up your raw data when checked.
The Seconds per Step in Call Processing Graph field allows you to choose how often the graph 
updates itself. 
						

							3-6Pricer Configuration Options
Running CollectionMay 1999
Archive Options
The third tab is Archive. This tab controls when the system archives data.
 
With the Archive option, you can select the following:
†Days to Keep SMDR.RAW files -- Defines how many days CallSort Pro keeps 
SMDR.RAW data from the phone system.
†Days to Keep Local Master Copies -- Number of days for CallSort Pro to keep copies of 
the Collection Master table.
†Maximum Reporting Days Active -- Total number of days available in the Reporting 
Master table.
†Create Archives of Calls Every
 -- Create an archive of the Reporting Master table every 
Week, Month, Quarter, or Never.
In the Options box you can specify when to verify and repair the Collection Master table by 
selecting one of the following:
†Verify and Repair Master Daily -- Checks daily when collection table is not busy.
†Verify and Repair Master Once (tonight) -- Checks collection table tonight only. 
						

							CallSort Pro v3.0 User’s Guide May 1999
4 System Administration
The Administration and Reporting module provides the capability to manage account 
administration and report generation. This chapter provides instructions for running the System 
Administration program to prepare CallSort Pro with information specific to your organization. 
This prepares you to set up the Administration module by entering information on the company, 
the system’s users, phone extensions, accounts, and trunk lines. After you have completed this 
process, you are ready to begin generating reports with CallSort Pro. (How to produce and 
create reports is described in more detail in Chapter 5, 
Generating Reports.
Administration Setup
To begin Administration Setup, select CallSort Pro from the available CallSort Pro program 
options. When prompted to enter your user name and password for the first time, enter 
MANAGER in both fields. (To change the password, refer to 
Menu Options Available in chapter 
1.) Then click on , the following screen is displayed.
Figure 4-1: System Administration Screen
Before proceeding, be sure you have completed all procedures 
described in the previous chapters. 
						

							4-2Administration Setup
System AdministrationMay 1999
Use the icons on the tool bar that represent a different action or screen view as described:
Table 4-1: Administrative Icons Described
Report Screen -- Allows you to configure and schedule reports, and shows what 
reports have already been defined. Refer to 
Contact Information in this chapter for 
more information.
Icons available when viewing the Reports screen:
Arrow -- Runs a query on the database for the report designated on the Report 
screen.
Square -- Stops a report from generating once it has been started.
Extension Screen -- Allows assigning a user to a particular extension or extensions 
within CallSort Pro. Refer to 
Extension Information in this chapter for more 
information.
Account Code Screen -- Allows account codes to be associated with a particular 
user or contact information. Refer to 
Account Codes in this chapter for more 
information.
Trunk Screen -- Shows facility, telephone and telephone numbers associated with 
particular trunks within the telephone system. Refer to 
Trunk Line Information in 
this chapter for more information.
User Screen -- Defines user names, access levels, and passwords on the CallSort Pro 
system. Refer to 
User Information in this chapter for more information.
Contact Screen -- Defines contacts related to account codes and typically represent 
customers of the business where CallSort Pro is installed. Refer to 
Contact 
Information in this chapter for more information.
Master Table -- Allows you to view the Reporting Master Table. Refer to chapter 5, 
Generating Reports, for more information.
Editing Icons Available:
Plus -- Inserts a new item.
X -- Deletes the currently selected item.
Duplicate Pages -- Copies the currently displayed item and creates a new item with 
similar properties. 
						

							Setting Up Company Information 4-3
May 1999System Administration
Setting Up Company Information
This information is used to create the header of the report when a report is generated. To begin 
entering information about your company, perform the following steps:
1. Select System Properties from the File menu, then select the General tab at the top of the 
screen. The following screen is displayed:
2. Enter the Name, Address, City/State/Zip and Country for your company.
3. Enter the Name and Phone number for the person responsible for maintenance of 
CallSort Pro. 
						

							4-4Defining Organization Levels
System AdministrationMay 1999
Defining Organization Levels
To define levels in your organization, from lowest to highest, select System Properties from the 
File menu, then select the Levels tab at the top of the screen. The following screen is displayed:
The level information is used in generating reports, and should reflect the divisions of your 
organization are related to call accounting. Common levels would be Location, Branch, 
Division, and Department.
You can enter any number descriptive names for each level. For example, if Level 2 is named 
Department, you can enter Accounting, Sales, Technical Services and any other department 
relevant to your application. When creating a report, you will see an option to filter the report 
on Department. The options under Department will be Accounting, Sales and Technical 
Services. 
						

							Entering Administration Information 4-5
May 1999System Administration
Trunk lines can be categorized into groups called facilities. Enter this information through the 
File pull-down menu by selecting , . Then click on the Facilities tab, 
the following screen is displayed
.
Entering Administration Information
The following pages show you how to enter user and extension information through the 
Administration module’s screens. All administration information (users, extensions, accounts, 
contacts, and trunks) can be entered through the View pull-down menu or by using the icons 
along the top of the screen.  
						

							4-6 Entering Administration Information
System AdministrationMay 1999
User Information
To begin entering a new user:
1. Select View then Users, or click on the face icon at the top of the screen. The 
following screen is displayed.
2. On the right-hand side of the screen, enter the following user information: CallSort Pro 
user name and user first/middle/last names as they should appear on reports.
3. Then, enter the access level granted to this user as follows:
ˆ0 for no access
ˆ1 for reports only on the user’s own extension
ˆ2 for reports on the 1st defined level of organization
ˆ3 for reports through the 2nd defined level of organization
ˆ4 for reports through the 3rd defined level of organization
ˆ5 for reports through the 4th defined level of organization
ˆ6 for all reports, but no system management access
ˆ7 for all reports and system management access
4. Enter your password and modify all other fields for this user. This information is used 
when composing reports. The information entered for each User is used when entering 
their extensions. The User information is then assigned to the extension. 
						

							Entering Administration Information 4-7
May 1999System Administration
Extension Information
When you have entered all user information:
1. To access the Extension Editor screen, select  then , or click 
on the telephone icon at the top of the screen. The Extension Editor screen allows 
you to enter extensions separately from user information to allow more than one 
extension per user.
2. Then complete the Extension and User Name fields as follows:
ˆExtension -- Enter the extension number that you would like to modify.
ˆUser Name -- Type or use the pull-down menu to enter the user names. The 
information at the bottom of the screen is the user information. (Refer to 
User 
Information in this chapter for more information regarding Users.)
3. To change the remaining fields which are related to the Levels previously defined, use 
the pull-down menus or type the new information for the levels. (Refer to 
Defining 
Organization Levels in this chapter for more information regarding Levels.)
4. To adjust the information entered for a particular extension, select  and 
, or click on the telephone icon. Then use the drop-down Extension list in 
the Extension Editor screen to locate the extension to change any necessary fields.  
						

							4-8 Entering Administration Information
System AdministrationMay 1999
Contact Information
To edit contact information:
1. Select  then , or click on the contact icon at the top of the 
screen. The following screen is displayed.
2. Enter contact information as needed in the fields along the right-hand side of the screen. 
The information entered is used when creating account codes as described in the 
Account Codes section that follows.