Professional Documents
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February 2006
Corporate Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA 95134-1706 USA http://www.cisco.com Tel: 408 526-4000 800 553-NETS (6387) Fax: 408 526-1400
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Table of Contents
Preface ...........................................................................................................................................................1 Purpose .....................................................................................................................................................1 Audience ....................................................................................................................................................2 Organization ..............................................................................................................................................2 Related Documentation .............................................................................................................................3 Obtaining Documentation...........................................................................................................................6 Cisco.com..............................................................................................................................................6 Product Documentation DVD.................................................................................................................6 Ordering Documentation........................................................................................................................7 Documentation Feedback...........................................................................................................................7 Cisco Product Security Overview...............................................................................................................7 Reporting Security Problems in Cisco Products ...................................................................................8 Obtaining Technical Assistance..................................................................................................................9 Cisco Technical Support & Documentation Website..............................................................................9 Submitting a Service Request...............................................................................................................9 Definitions of Service Request Severity...............................................................................................10 Obtaining Additional Publications and Information...................................................................................10
Relationships Between Tasks, Sessions, Contacts, and Channels..........................................................37 Frequently Asked Questions on a JTAPI Call Flow Outside of IPCC Enterprise......................................38 An HTTP Contact Flow Outside of IPCC Enterprise................................................................................40 A Summary Cisco IP IVR Contact Flow Outside of IPCC Enterprise.......................................................40 Important Cisco CallManager Configuration Dependencies....................................................................42 Understanding How Calls Go Through the Cisco IPCC Enterprise System.............................................43 Call Flow Control.................................................................................................................................44 Two Ways of Configuring Cisco IP IVR with Cisco ICM.......................................................................44 A Post-Routed Call Flow......................................................................................................................45 A Translated-Routed Call Flow.............................................................................................................46 The ICM Subsystem............................................................................................................................47 The Service Control Interface..............................................................................................................48 Labels..................................................................................................................................................48 VRU Scripts.........................................................................................................................................49 Expanded Call Variables......................................................................................................................49 Script Parameter Separators...............................................................................................................49 Debugging Problems in the Cisco IP IVR System....................................................................................50 Important Cisco ICM Configuration Dependencies..................................................................................50
Part 2. Installing and Configuring Cisco IP IVR with the Cisco CallManager..........................53
5. Installing and Configuring the Cisco CallManager for Cisco IP IVR..........................................................55 About the Cisco CallManager...................................................................................................................55 How to Install the Cisco CallManager ......................................................................................................55 How to Configure Cisco CallManager......................................................................................................56 Cisco CallManager Configuration Check List...........................................................................................56 6. Installing and Configuring Cisco IP IVR....................................................................................................59 Installing Cisco IP IVR .............................................................................................................................59 Configuring Cisco IP IVR..........................................................................................................................60 Cisco IP IVR Configuration Check List.....................................................................................................60 Cisco IP IVR Application Configuration Check List..................................................................................71 7. How to Deploy the Sample Script, aa.aef..................................................................................................79 Cisco AutoAttendant Overview.................................................................................................................79 Configuring the Cisco AutoAttendant Application (aa.aef).......................................................................80
Part 3. Installing and Configuring Cisco IP IVR or Cisco IP QM with IPCC Enterprise..........83
8. Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise...........................................85 About Cisco IP IVR and Cisco IP QM in an IPCC Enterprise System......................................................85 How to Install Cisco IP IVR or Cisco IP QM for IPCC Enterprise.............................................................86 Check List for Configuring Cisco IP IVR or Cisco IP QM in an IPCC Enterprise System.........................86 Important Cisco IP IVR and Cisco IP QM Dependency Check List..........................................................89 9. Installing and Configuring Cisco ICM for IPCC Enterprise........................................................................91 About Cisco ICM (Intelligent Contact Management) Software.................................................................91 Cisco ICM Dependencies in an IPCC Enterprise System........................................................................92 Configuring the Cisco ICM System for the Cisco IP IVR System.............................................................93 Installing and Configuring Agent and Supervisor Desktops for IPCC Enterprise.....................................94 Cisco ICM Documentation........................................................................................................................94 10. Deploying the BasicQ.aef Script.............................................................................................................95 How CRS Scripts Work in an IPCC Enterprise System............................................................................95 How the BasicQ.aef Script Works.............................................................................................................96
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Required BasicQ.aef Configuration Tasks................................................................................................97 Testing Your Deployment..........................................................................................................................98 11. Managing Cisco IP IVR.........................................................................................................................101 Managing Prompt, Grammar, and Document Files................................................................................101 Managing Cisco CRS Datastores...........................................................................................................102 Glossary .....................................................................................................................................................103 Index ...........................................................................................................................................................117
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List of Figures
Figure 1: IP IVR Architecture without IPCC Enterprise.................................................................................................33 Figure 2: A Standalone Deployment Model for IP IVR..................................................................................................33 Figure 3: An IP IVR Deployment Within IPCC Enterprise.............................................................................................34 Figure 4: An IPCC Enterprise Deployment Model for IP IVR/IP QM...........................................................................35 Figure 5: Basic Contact Flow Outside of IPCC Enterprise.............................................................................................41 Figure 6: The Script Name Referenced in Your ICM "Run Externall Script" Node.......................................................51 Figure 7: Matching the ICM Script Name with the CRS Script Name...........................................................................51 Figure 8: Configuring the CRS CallManager AXL Service Provider.............................................................................61 Figure 9: Configuring the JTAPI Subsystem...................................................................................................................62 Figure 10: Configuring the JTAPI Call Control Group...................................................................................................63 Figure 11: Configuring Cisco Media Termination Dialog Group...................................................................................64 Figure 12: Configuring an MRCP ASR Provider............................................................................................................66 Figure 13: Configuring an MRCP TTS Provider ............................................................................................................67 Figure 14: Configuring the MRCP Default Gender........................................................................................................67 Figure 15: Configuring an HTTP Trigger........................................................................................................................68 Figure 16: Configuring a Datasource..............................................................................................................................69 Figure 17: Configuring Parameters for the Database Subsystem....................................................................................69 Figure 18: Activating your CRS Subsystems/Components.............................................................................................70 Figure 19: CRS Script Listings........................................................................................................................................72 Figure 20: Configuring a Cisco Script Application.........................................................................................................74 Figure 21: Configuring Prompts......................................................................................................................................74 Figure 22: Configuring a CRS Script Application...........................................................................................................75 Figure 23: Configuring a JTAPI Trigger..........................................................................................................................77 Figure 24: Configuring the CRS ICM Subsystem...........................................................................................................87 Figure 25: Configuring an ICM Translation-Routing Application..................................................................................88 Figure 26: Configuring an ICM Post Routing Application.............................................................................................89 Figure 27: Example ICM VRU Script.............................................................................................................................96 Figure 28: Example ICM BasicQ VRU Script.................................................................................................................97
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Preface Purpose
Preface
Purpose
Use this guide as a starting point document when implementing a Cisco IP Interactive Voice Response (IVR) or a Cisco IP Queue Manager (QM) system before you install or configure your system. The purpose of this guide is to tell you what you need to know before you implement an IP IVR or IP QM system. This guide: Describes what you get with each product (Cisco IP IVR and Cisco IP QM). Explains why you would use one product rather than the other. Shows the available system architectural models for each product. Describes the call or contact flow in the product deployments and describes how key system configuration parameters interact and depend on one another. Lists the key Cisco CallManager configuration values on which Cisco IP IVR and Cisco IP QM depend on to work properly. Lists the key Cisco IP IVR or Cisco IP QM configuration values on which Cisco ICM depends on for your IPCC Enterprise system to work properly. Lists the software you must install and configure and in what order these tasks must be done for each product (Cisco IP IVR or Cisco IP QM) to work. Lists the Cisco IP IVR and Cisco IP QM configuration tasks. References the documentation where you can find the procedures for installing and configuring the required software.
Preface 1
Preface Audience
Audience
System installers and administrators or anyone who installs or configures a Cisco IP IVR or a Cisco IP QM telephony system.
Organization
Section Title Description
Cisco IP QM and Cisco IP IVR Overview (page 13) About Cisco IP QM and Cisco IP IVR (page 15)
An overview of both products. A description of both products summarizing what is supported in each.
Features Enabled for Each Product A comparative list of all the CRS features by Product Licensing (page 25) enabled for each product by product licensing. Cisco IP IVR and Cisco IP QM Architecture (page 31) Basic Call and Contact Flow Concepts (page 37) An overview with sample deployment models of Cisco IP IVR and Cisco IP QM architecture. IP IVR and IP QM concepts, call and contact flows, and configuration dependencies.
Chapter 3
Chapter 4
Part 2
Installing and Configuring Cisco IP How to install and configure Cisco IP IVR IVR with the Cisco CallManager independent of an IPCC Enterprise (page 53) system. Installing and Configuring the Cisco How to install and configure the Cisco CallManager for Cisco IP IVR (page CallManager for Cisco IP IVR. 55) Installing and Configuring Cisco IP How to install and configure Cisco IP IVR (page 59) IVR. How to Deploy the Sample Script, aa.aef (page 79) How to deploy a sample Cisco IP IVR script.
Chapter 5
Installing and Configuring Cisco IP Everything you should be aware of when IVR or Cisco IP QM with IPCC you install and configure Cisco IP IVR or Enterprise (page 83) Cisco IP QM within an IPCC Enterprise system. Installing and Configuring Cisco IP How to install and configure Cisco IP IVR IVR or Cisco IP QM for IPCC or Cisco IP QM for IPCC Enterprise. Enterprise (page 85) Installing and Configuring Cisco How to install and configure Cisco ICM ICM for IPCC Enterprise (page 91) for IPCC Enterprise. How to Deploy the Sample Script, BasicQ.aef (page 95) How to deploy a sample Cisco IP IVR or Cisco IP QM script in IPCC Enterprise
Chapter 8
Chapter 9 Chapter 10
Preface 2
Section
Title
Description
Chapter 11 Glossary
Managing Cisco IP IVR (page 101) About managing prompts, grammars, documents, and CRS datastores. Glossary (page 103) Definitions of technical terms used in Customer Contact Response Solutions documentation.
Related Documentation
This section lists The main index pages listing Cisco Customer Contact documentation available on the web Other related web documentation and resources The following Web addresses can give you additional information to that provided in this guide on Cisco IP IVR and Cisco IP QM. Note: The Web addresses referenced in this guide were accurate at the time this guide was written but may change. If an address does not work, visit Cisco.com and search for the related document at the Search prompt. Some of the Web addresses referenced in the following table
Main Index Pages listing Customer Contact Documentation Available on the Web
For information on .... See ....
Cisco Voice and IP Communications Cisco CallManager Cisco Customer Contact Software
Cisco Voice and IP Communications 1 Cisco CallManager2 Cisco Customer Contact Software3
Cisco IP Interactive Voice Response and Cisco Cisco IP Interactive Voice Response4 IPCC Express Edition Software Cisco IPCC Express Edition5
1) 2) 3) 4) 5)
Preface 3
See ....
All about Cisco 7900 series IP phones Cisco 7900 Series IP Phones7 Cisco IP IVR and Cisco IP QM product Cisco IP Interactive Voice Response Introduction8 descriptions, datasheets, case studies, and other documents Cisco IP Queue Manager Introduction9 How to plan, design, implement, IP Telephony and IPCC Enterprise technologies at operate, and optimize an IP Telephony Steps to Success10 System How to design a Cisco IP IVR or Cisco Solution Reference Network Design (SRND) guides IP QM system at Solution Reference Network Designs11 How to deploy a Cisco IP IVR system CRSD (Customer Response Solutions Development) training course12 How to install and/or upgrade a Cisco Cisco Customer Response Solutions Installation Guide IP IVR or Cisco IP QM system at Cisco IPCC Express Edition Install and Upgrade Guides 13 How to develop and program Cisco CRS Scripts How to configure and administer a Cisco IP IVR system without IPCC Enterprise Cisco CRS Scripting and Development Series manuals at Cisco IPCC Express Edition Programming Guides14 Cisco Customer Response Solutions Administration Guide at Cisco IPCC Express Edition Configuration Guides15
6) 7) 8) 9)
10) http://www.cisco.com/partner/WWChannels/technologies/index.html 11) http://www.cisco.com/warp/public/779/largeent/it/ese/srnd.html 12) http://www.cisco.com/pcgi-bin/front.x/wwtraining/CELC/index.cgi?action=CourseDesc&COURSE_ID=4095 13) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/prod_installation_guides_list.html 14) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_programming_reference_guides_list.html 15) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_installation_and_configuration_guides_list.html
Preface 4
For ....
See ....
How to install, configure, and maintain Cisco IP Contact Center Installation and Configuration a Cisco IP IVR or Cisco IP QM system Guide at Cisco IPCC Enterprise Edition with IPCC Enterprise Introduction16 How to troubleshoot your Cisco IP IVR Cisco IP Interactive Voice Response Troubleshoot or Cisco IP QM system and Alerts17 Cisco IPCC Express Edition Troubleshoot and Alerts18 Technical Support Technical Support & Documentation19 Cisco IP Interactive Voice Response Technial Support and Documentation20 Cisco IPCC Express Edition Technical Support and Documentation 21 Cisco IPCC Enterprise Edition Technical Support and Documentation 22 Release Notes, Technical Notes, and Field Notices Cisco IPCC Express Edition Technical Notes23 Cisco IPCC Express Edition Field Notices24 Cisco IPCC Enterprise Edition Technical Notes25 Cisco IPCC Enterprise Edition Field Notices26
16) http://www.cisco.com/en/US/products/sw/custcosw/ps1844/tsd_products_support_series_home.html 17) http://www.cisco.com/en/US/products/sw/custcosw/ps3651/tsd_products_support_troubleshoot_and_alerts.html 18) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/tsd_products_support_troubleshoot_and_alerts.html 19) http://www.cisco.com/en/US/support/index.html 20) http://www.cisco.com/en/US/products/sw/custcosw/ps3651/tsd_products_support_series_home.html 21) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/tsd_products_support_series_home.html 22) http://www.cisco.com/en/US/products/sw/custcosw/ps1844/tsd_products_support_series_home.html 23) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/prod_tech_notes_list.html 24) http://www.cisco.com/en/US/products/sw/custcosw/ps1846/prod_field_notices_list.html 25) http://www.cisco.com/en/US/products/sw/custcosw/ps1844/prod_tech_notes_list.html 26) http://www.cisco.com/en/US/products/sw/custcosw/ps1844/prod_field_notices_list.html
Preface 5
For ....
See ....
Interoperability Information
Interoperability Portal27
Obtaining Documentation
Cisco documentation and additional literature are available on Cisco.com. Cisco also provides several ways to obtain technical assistance and other technical resources. These sections explain how to obtain technical information from Cisco Systems.
Cisco.com
You can access the most current Cisco documentation at this URL: http://www.cisco.com/techsupport You can access the Cisco website at this URL: http://www.cisco.com You can access international Cisco websites at this URL: http://www.cisco.com/public/countries_languages.shtml
Preface 6
http://www.cisco.com/go/marketplace/
Ordering Documentation
Beginning June 30, 2005, registered Cisco.com users may order Cisco documentation at the Product Documentation Store in the Cisco Marketplace at this URL:: http://www.cisco.com/go/marketplace/ Cisco will continue to support documentation orders using the Ordering tool: Registered Cisco.com users (Cisco direct customers) can order Cisco product documentation from the Ordering tool: http://www.cisco.com/en/US/partner/ordering/ Instructions for ordering documentation using the Ordering tool are at this URL: http://www.cisco.com/univercd/cc/td/doc/es_inpck/pdi.htm Nonregistered Cisco.com users can order documentation through a local account representative by calling Cisco Systems Corporate Headquarters (California, USA) at 408 526-7208 or, elsewhere in North America, by calling 1 800 553-NETS (6387).
Documentation Feedback
You can rate and provide feedback about Cisco technical documents by completing the online feedback form that appears with the technical documents on Cisco.com. You can rate and provide feedback about Cisco technical documents by completing the online feedback form that appears with the technical documents on Cisco.com. You can submit comments by using the response card (if present) behind the front cover of your document or by writing to the following address: Cisco Systems Attn: Customer Document Ordering 170 West Tasman Drive San Jose, CA 95134-9883 We appreciate your comments.
Preface 7
From this site, you can perform these tasks: Report security vulnerabilities in Cisco products. Obtain assistance with security incidents that involve Cisco products. Register to receive security information from Cisco. A current list of security advisories and notices for Cisco products is available at this URL: http://www.cisco.com/go/psirt If you prefer to see advisories and notices as they are updated in real time, you can access a Product Security Incident Response Team Really Simple Syndication (PSIRT RSS) feed from this URL: http://www.cisco.com/en/US/products/products_psirt_rss_feed.html
Preface 8
Preface 9
To open a service request by telephone, use one of the following numbers: Asia-Pacific: +61 2 8446 7411 (Australia: 1 800 805 227) EMEA: +32 2 704 55 55 USA: 1 800 553-2447 For a complete list of Cisco TAC contacts, go to this URL: http://www.cisco.com/techsupport/contacts
Preface 10
http://www.ciscopress.com Packet magazine is the Cisco Systems technical user magazine for maximizing Internet and networking investments. Each quarter, Packet delivers coverage of the latest industry trends, technology breakthroughs, and Cisco products and solutions, as well as network deployment and troubleshooting tips, configuration examples, customer case studies, certification and training information, and links to scores of in-depth online resources. You can access Packet magazine at this URL: http://www.cisco.com/packet iQ Magazine is the quarterly publication from Cisco Systems designed to help growing companies learn how they can use technology to increase revenue, streamline their business, and expand services. The publication identifies the challenges facing these companies and the technologies to help solve them, using real-world case studies and business strategies to help readers make sound technology investment decisions. You can access iQ Magazine at this URL: http://www.cisco.com/go/iqmagazine Internet Protocol Journal is a quarterly journal published by Cisco Systems for engineering professionals involved in designing, developing, and operating public and private internets and intranets. You can access the Internet Protocol Journal at this URL: http://www.cisco.com/ipj World-class networking training is available from Cisco. You can view current offerings at this URL: http://www.cisco.com/en/US/learning/index.html
Preface 11
Preface 12
13
14
Chapter 1
About Cisco IP IVR and Cisco IP QM
Summary Description of Cisco IP IVR and Cisco IP QM
The Cisco IP IVR (Interactive Voice Response) and the Cisco IP QM (Queue Manager) software are Cisco Customer Response Solutions (CRS) product packages that provide IP call queuing and IP intelligent voice response functionality for a contact center. Both products use the same script editor. Both products can be configured to play static or dynamic prompts, to offer menus to callers, queue a call, play music, and so on.
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About Cisco IP IVR and Cisco IP QM About Installing More than One CRS Product on a Server
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About Cisco IP IVR and Cisco IP QM Cisco IP IVR and IP QM Feature Summary in Release 4.5
Saves all settings that are configured with the Cisco BARS configuration. Verifies authentication information provided during the backup configuration. Backs up user-selected data. Creates separate logs for the backup and the restore utilities. Creates a trace for each task. Restores the backed-up data. Note: When you use BARS, be aware that BARS can back up and restore Cisco CRS 4.5 files only. It cannot back up or restore files from other applications. Increased AXL Dependancy: As of Cisco CRS Release 4.5, the administrator must also provide the Administrative XML Layer (AXL) authentication (user ID and password) information. The CallManager Configuration Web page available from the CRS Install and Administration web pages is new in CRS 4.5 and replaces the CallManager LDAP Configuration step of CRS 4.0. The Cisco CallManager Configuration web page allows you to both configure and update the following information at anytime from within Cisco CRS: Cisco CallManager cluster information AXL authentication information JTAPI subsystem information JTAPI Provider Configuration: You can now configure the JTAPI Provider Information from the CallManager Configuration web page available from within the Cisco CRS 4.5 Administration web page. Scripts Stored in the RDS database: Beginning with Cisco CRS, Release 4.5, uploaded scripts are stored in the Repository Datastore (RDS) database, along with prompts, grammar, and document files.
Hardware configuration
17
About Cisco IP IVR and Cisco IP QM Cisco IP IVR and IP QM Feature Summary in Release 4.5
Feature
Cisco IP QM
Cisco IP IVR
Software configuration
Vendor systems
Cisco CallManager 5.0 and Cisco CallManager 5.0 and later later Windows 2000 Server and Advanced Server Unlimited (no software limitations) Windows 2000 Server and Advanced Server Unlimited (no software limitations) Unlimited (no software limitations) Unlimited (no software limitations) Included Included Included Included Optional using Media Resource Control Protocol (MRCP)order from Nuance Optional using Media Resource Control Protocol (MRCP)order from Nuance
Operating systems
Maximum number of IP trunks Unlimited (no software limitations) Maximum number of trunk groups CTI (Computer Telephony Integration) option E-mail Database Unlimited (no software limitations) Not Available Not Available Not Available
Read data from HTTP and XML Not Available pages MRCP ASR Not Available
MRCP TTS
Not Available
Play messages to callersmusic Included using Cisco Included using Cisco CallManager Music On Hold CallManager Music On Hold server or .wav file server or .wav file Play messages to callersprompts Play messages to callerscombine prompts, music and messages Included using .wav file Included using .wav file
Capture and process caller Dual Included Tone Multifrequency (DTMF) input
18
About Cisco IP IVR and Cisco IP QM Cisco IP IVR and IP QM Feature Summary in Release 4.5
Feature
Cisco IP QM
Cisco IP IVR
Capture and process caller DTMF input under VXML control Automated attendant support All languages Inbound HTTP request Historical reporting Custom scripting using CRS Drag and Drop Editor
Not available
Included
Included Included, if installed. Not Available Included, but limited to Cisco IP IVR reports Included, but limited to creating ICM VRU scripts with limited steps. Included Not Available
Included and fully customizable Included, if installed. Included Included, but limited to Cisco IP IVR reports Included. Has full editing features. All types of applications including ICM, Busy, and RNA are available. Included Included Included
Conditional routing (time of day, Included day of week, custom variables, etc) Overflow, interflow, intraflow routing Run defined workflow using HTTP request Integrated self-service application support Multichannel available only through Cisco professional services queuing Included
Included
Included Included
Note: To check for the current versions of the preceding software supported by your version of Cisco IP IVR, refer to the Cisco CRS Software and Hardware Compatibility Matrix. You can access it on the Web at Cisco IPCC Express Edition and Cisco IP IVR (http:// www.cisco.com/application/pdf/en/us/guest/products/ps1846/c1225/ ccmigration_09186a00803d82f5.pdf)
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About Cisco IP IVR and Cisco IP QM Cisco IP QM and Cisco IP IVR Comparative Package Descriptions
Cisco IP QM
Cisco IP QM Server Software Provides basic call treatment options like prompt (Required) and collect and integration with Cisco ICM (Intelligent Contact Management) software. It is Cisco IP QM Ports (At least only sold for IPCC Enterprise deployment. one must be purchased) It does not provide the ability for the retrieval of information in databases, e-mail, ASR or TTS. It does not have web capabilities like Cisco IP IVR. Cisco IP IVR Server Software A superset of the Cisco IP QM package. (Required) Allows contact-center applications to handle Cisco IP IVR Ports (At least typical questions by letting callers interact one is a must) directly with back-end databases without agent intervention. Automatic Speech Recognition (obtained This includes integration with IPCC Enterprise if through a separate Vendor) needed. Text To Speech (obtained through a separate Vendor) VoiceXML The HTTP subsystem (which enables both incoming and outgoing HTTP support) Outgoing Email support Database support This also includes three subsystems and three corresponding editor pallets that you do not get in Cisco IP QM:
Cisco IP IVR
Note: Three basic Historical Reports (IVR Traffic Analysis Report, IVR Application Performance Analysis Report, and the Detailed Call by Call CCDR Report) are available with both packages without needing a separate license. All supported CRS languages are included in both packages; it is up to you to install which one(s) you want.
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Using Cisco IP QM, you can create applications that: Answer calls. Provide static announcements to a queued caller: "All of our agents are busy . . . " Provide dynamic announcements to a queued caller: "There are 12 calls in queue. Your expected wait time is 15 minutes." Static and dynamic messages can be tailored to specific caller interests, the route selected, the callers place in the queue, or other associated values. Provide menu choices for a caller: "To leave a message press 1, to select from a list of frequently asked questions . . ." This can provide callers with easy access to multiple agent skill groups, extensions, or announcements, either before or after routing. Prompt to obtain caller data such as passwords or account identification. Transfer calls to caller-selected extensions.
Configures CMT dialog control groups, which can be used to handle simple Dual Tone Multifrequency (DTMF) data collected from dialog interactions with customers. The Cisco Media subsystem uses dialog groups to organize and share resources among applications. A dialog group is a pool of dialog channels in which each channel is used to perform dialog interactions with a caller, during which the caller responds to automated prompts by pressing buttons on a touch-tone phone.
Core Reporting ICM (Intelligent Contact Management) JTAPI (Java Telephony Application Programming Interface) RM-CM
Provides information for Cisco IP IVR real-time reports. Manages the connection between the CRS server and ICM software.
Manages the connection between the Cisco CallManager CTI Manager and the CRS Engine.
Allows CRS to route and queue calls and manage the historical reporting feature.
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About Cisco IP IVR and Cisco IP QM Sample Default Cisco IP QM Script Templates
Subsystem Type
Purpose
Greets a caller and puts the call on hold while waiting for an available agent. Acquires an account number (or other numbers) from a caller. Greets a caller, provides feedback about the estimated time until the caller will be connected, and puts the call on hold while waiting for an available agent.
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About Cisco IP IVR and Cisco IP QM CRS Subsystems that Cisco IP IVR Supports that are not in Cisco IP QM
CRS Subsystems that Cisco IP IVR Supports that are not in Cisco IP QM
Cisco IP IVR supports all the subsystems that Cisco IP QM supports. In addition, Cisco IP IVR supports the following subsystems, which Cisco IP QM does not support.
Subsystem Type Purpose
MRCP Automatic Speech Recognition (ASR) ASR Server Software (Required) ASR ports (at least one is required) Note: The number of ASR ports should be less than or equal to the number of IVR ports. If there are more ASR ports than IVR ports, then the excess ports are automatically disabled. MRCP Text To Speech (TTS) TTS Server Software (Required) TTS Ports (at least one is required)
Allows a script to respond to voice input in addition to DTMF (Dual Tone Multi-Frequency), the signal to the telephone company that is generated when you press a key on a telephone keypad. This allows a caller to verbally convey information to the system for processing instead of pressing keys on a touch-tone telephone.
Composes voice prompts that are generated in real time from text, such as speaking the words in the text of an e-mail message. TTS is primarily used to convey information obtained from a database or other source that is non-repetitive. Examples of such information include name and address verification. Repetitive information, such as numbers comprising an account balance, normally is not conveyed using TTS. Although text to speech technology has improved greatly since its inception, the tone still sounds mechanical. So it is best used only when the information possibilities make wave file generation impossible.
E-Mail Database
Adds components to the CRS Engine that allows it to send e-mail messages Handles the connections between the CRS server and the enterprise database. Also provides Open Database Connectivity (ODBC) support.
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About Cisco IP IVR and Cisco IP QM Sample Default Cisco IP IVR Script Templates
Subsystem Type
Purpose
See the Cisco Customer Response Solutions (CRS) Software and Hardware Compatibility Guide28 for the latest versions of the database software that are supported. Inbound HTTP Request Voice Browser Adds components to the CRS Engine that allow it to respond to HTTP requests. Manages Voice Browser functionality.
Auto Attendant
Allows a caller to call an agent by entering an extension number or the first few characters of an associated username. If ASR is enabled, the caller may simply speak the extension or the user name. Enables Cisco CallManager users to call in, authenticate their identities, and replace their spoken names with newly recorded announcements on their telephones Uses ASR functionality to allow a caller to access information from VoiceXML-enabled web sites.
Voice Browser
28) http://www.cisco.com/application/pdf/en/us/guest/products/ps1846/c1225/ccmigration_09186a00803d82f5.pdf
24
Chapter 2
Features Enabled for Each Product by Product Licensing
The following sections describe the various features separately enabled by product licensing for Cisco IP IVR and for Cisco IP QM. For a list of all features enabled by CRS licensing for all CRS products, see the Cisco CRS Administration Guide This section contains the following topics: CRS Administration Menus Enabled by Product Licensing, page 25 Prompt, Spoken Name Upload, and Plugin Options Enabled by Product Licensing, page 26 CRS Subsystems Enabled by Product Licensing, page 27 Application Types Enabled by Product Licensing, page 27 Editor Steps Enabled by Product Licensing, page 28 Historical Reports Enabled by Product Licensing , page 28 Real-Time Reports Enabled by Product Licensing for Cisco IP IVR, page 29
System
CallManager Configuration Control Center Datastore Control Center System Parameters Custom File Configuration Alarm Configuration Tracing
25
Features Enabled for Each Product by Product Licensing Prompt, Spoken Name Upload, and Plugin Options Enabled by Product Licensing
Cisco IP QM
Cisco IP IVR
Logout Applications Application Management Script Management Prompt Management Grammar Management Document Management AAR Management Subsystems JTAPI ICM Database HTTP eMail Cisco Media MRCP ASR MRCP TTS Tools Alarm Definition Plug-ins Real-Time Reporting Real-Time Snapshot Configuration Historical Reporting User Management Troubleshooting Tips Help Contents and Index For this Page About
Included Included Included Included Included Included Included Included Included Not Available Not Available Not Available Included Not Available Not Available Included Included Included Included Included Included Included Included Included Included
Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included Included
Prompt, Spoken Name Upload, and Plugin Options Enabled by Product Licensing
The following table lists the availability of CRS options not listed in the preceding menu list.
Option Cisco IP QM Cisco IP IVR
26
Features Enabled for Each Product by Product Licensing CRS Subsystems Enabled by Product Licensing
not applicable Included not applicable not applicable not applicable not applicable
not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable not applicable
Enterprise Server Not Available Data HTTP ICM JTAPI Resource Manager and Cisco Media TTS Voice Browser (VB) Not Available Included Included Included
Not Available not applicable Included Included Included Included not applicable not applicable not applicable not applicable
Included Included
not applicable Included Note: The Voice Browser subsystem is available only if Nuance ASR is enabled.
Cisco Script Application Busy Ring No Answer Cisco ICM Post Routing Cisco ICM Translation Routing
27
Features Enabled for Each Product by Product Licensing Editor Steps Enabled by Product Licensing
General 1 Session Contact Call Contact 2 Email Contact HTTP Contact Media 3 User Prompt 4 Grammar Document Database IPCC Express
Included Included Included Included Not Available Not Available Included Not Available Included Included Included Not Available Not Available
Included Included Included Included Included Included Included Included Included Included Included Included Not Available Included Included
The "Get Reporting Statistic" step is not available to either Cisco IP QM or Cisco IP IVR. The "Place Call" step is not available to Cisco IP IVR. The "Name To User" and "Voice Browser" steps are not available to Cisco IP QM. The "Create TTS Prompt" step is not available to Cisco IP QM. Most of the Java steps have been obsoleted by the CRS Expression Editor which automatically enables Java functionality within the CRS Step Editor. See the Step Editor online help for more information.
28
Features Enabled for Each Product by Product Licensing Real-Time Reports Enabled by Product Licensing for Cisco IP IVR
Report Name
Report Description
Detailed Call by Call CCDR Report Detailed information about each call received by the Cisco IP IVR system. Traffic Analysis Report Summary information about calls received by the Cisco IP IVR system during each day in the report range.
See Also Cisco Customer Response Solutions Historical Reports User Guide Cisco Customer Response Solutions Historical Reporting Administrator and Developer Guide Cisco Customer Response Solutions Database Schema
Displays Overall Application Engine Activity Monitors Activity by Application Monitors Activity by Task
For how to run real-time reports and for full descriptions of the preceding reports, see the Cisco CRS Administration Guide.
29
Features Enabled for Each Product by Product Licensing Real-Time Reports Enabled by Product Licensing for Cisco IP IVR
30
Chapter 3
Cisco IP IVR and Cisco IP QM Architecture
This section briefly describes the deployment models that you can use with Cisco IP IVR or Cisco IP QM. The following are brief descriptions of key items for a Cisco IP IVR deployment: Voice Gateway. Connects the IP telephony network to the Public Switched Telephone Network (PSTN) and to other private telephone systems. You purchase gateways separately. Both inbound and outbound calls to the PSTN travel through the gateway. Cisco CallManager. Provides the features that are required to implement IP phones, manages gateways, and directs voice over IP traffic to the Cisco CRS system. You must purchase Cisco CallManager separately. Cisco IP IVR or Cisco IP QM. Contains the Cisco CRS Engine that runs Cisco IP IVR or Cisco IP QM. The following optional, dedicated servers for an IP IVR deployment: MRCP TTS. A dedicated, vendor-specific (Nuance) server that converts text into speech and plays it back to the caller. MRCP ASR. A dedicated, vendor-specific (Nuance) server that performs real-time ASR. This section contains the following topics: Available Deployment Models, page 32 Standalone Deployment, page 32 IPCC Enterprise Deployment, page 34 Services from Partners, page 35 Cisco Advanced Services, page 35
31
Standalone Deployment
The following Cisco IP IVR deployment models show Cisco IP IVR deployed apart from IPCC Enterprise. The first figure shows Cisco IP IVR installed on a separate server. The following are brief descriptions of key items in the figure: Gateway. Connects the enterprise IP telephony network to the Public Switched Telephone Network (PSTN) and to other private telephone systems such as Public Branch Exchange (PBX). You purchase gateways separately. Both voice and Web correspondence travel through the gateway. Cisco CallManager Server. Provides the features that are required to implement IP phones, manage gateways, provides failover and redundancy service for the telephony system, and directs voice over IP traffic to the Cisco Customer Response Application (Cisco CRS) system. You must purchase Cisco CallManager separately. Note: Although Cisco IP IVR can be installed on the same server as Cisco CallManager in CRS 4.0, in CRS 4.5, Cisco IP IVR has to be installed on a server separate from the Cisco CallManager server. The reason is that the Cisco for CRS 4.5 is on the Linux operating system while the CRS 4.5 platform has to be on a Windows operating system. Cisco CRS Server. Contains the Cisco CRS Engine that runs Cisco IP IVR.
32
This next figure also shows how you can deploy Cisco IP IVR apart from IPCC Enterprise. This figure expands the focus to a Cisco CallManager cluster and depicts the possibility of having a single CRS server with optional ASR and TTS servers. Note: In CRS 4.5, ASR and TTS products must be deployed on separate servers.
Figure 2: A Standalone Deployment Model for IP IVR
33
The next figure also shows an IPCC Enterprise deployment model, but focuses in on the Cisco CallManager, Cisco IP IVR/Cisco IP QM, and IPCC Enterprise servers. In an IPCC Enterprise system, there is the Cisco CallManager server or servers, the CRS server and optional CRS subsystem servers such as MRCP ASR or MRCP TT servers, and the IPCC enterprise servers. Note: The optional MRCP ASR and TTS software cannot be on the same server as the CRS engine and is 3rd party (currently Nuance) software, not Cisco software. Although IP IVR and IP QM 4.5 do NOT support high availability failover between two CRS servers, you can still deploy multiple CRS servers (with IP IVR or IP QM) and let IPCC manage the load balancing and failover between them. If one of the IVRs fails, the IPCC-Enterprise system will detect the failure, stop sending calls to the failed system, and instead send those calls to other IP IVRs.
34
35
36
Chapter 4
Basic Call and Contact Flow Concepts
When installing and configuring your Cisco IP IVR or Cisco IP QM system, you should understand the concepts, call flows, and configuration dependencies described in this chapter. This section contains the following topics: Relationships Between Tasks, Sessions, Contacts, and Channels, page 37 Frequently Asked Questions on a JTAPI Call Flow Outside of IPCC Enterprise, page 38 An HTTP Contact Flow Outside of IPCC Enterprise, page 40 A Summary Cisco IP IVR Contact Flow Outside of IPCC Enterprise, page 40 Important Cisco CallManager Configuration Dependencies, page 42 Understanding How Calls Go Through the Cisco IPCC Enterprise System, page 43 Debugging Problems in the Cisco IP IVR System, page 50 Important Cisco ICM Configuration Dependencies, page 50
37
Basic Call and Contact Flow Concepts Frequently Asked Questions on a JTAPI Call Flow Outside of IPCC Enterprise
After the contact ends, the session remains idle in memory for a default period of 30 minutes before being automatically deleted. Contact. A contact can be a Call, an HTTP request, or an e-mail. A contact carries attributes such as creation time, state, language, and so on. Channel. Each type of contact can have various channel types associated with it. Channels are allocated and associated with contacts as needed and are used to support performing actions on contacts. Different types of channels are allocated based on the type of contact and the type of dialogue that needs to be supported between the CRS and the Contact. For example, a JTAPI call that is presented to CRS will be connected to a CTI Port. To support the call control event transfer, a "Call Control" channel is allocated. If the Trigger is associated to a Primary and or Secondary Dialogue Group, depending on the type, a Media Channel or an MRCP channel will be allocated. If an application is triggered by an HTTP Trigger, an HTTP Control Channel will be allocated.
38
Basic Call and Contact Flow Concepts Frequently Asked Questions on a JTAPI Call Flow Outside of IPCC Enterprise
If an application is started by dialing a phone number, it must have a JTAPI Trigger. If an application is started by entering a URL, it must have an HTTP Trigger. If an application is triggered by calling a JTAPI Trigger:
.a The CRS system looks for an available CTI Port in the JTAPI Call Control Group assigned
to the Trigger.
.b CRS then requests the CallManager to Redirect the caller to the desired CTI Port. .c The call is presented to the CTI Port. .d CRS accepts the call on the CTI Port, the call rings on the CTI Port, and a CRS script
decides how to handle the call. Why does the JTAPI Trigger need to have Primary and or Secondary Dialogue Groups assigned to it? For the CRS system to establish a media connection to a caller, CRS must allocate a Media Channel for that call. When CRS accepts a call on a CTI Port, it looks for an available Media Channel in the Primary Dialog Group. If there are none available, it will look for an available channel in the Secondary Dialogue Group. What are the CRS script call control choices? The call control step choices are: Accept. Answers the call and establishes a media connection. This is based on the Primary and Secondary Dialogue Groups assigned to the Trigger. It can be either CMT (Cisco Media Termination) or ASR (Automatic Speech Recognition). Reject. Rejects the call and returns it to the Cisco CallManager without answering it. Terminate. Disconnects the Contact. Redirect. Requests that the Cisco CallManager reroute the caller to another destination. How are Redirects done? Redirects can be done in several ways: When CRS requests that a caller be rerouted from a CTI Route Point to a CTI Port. When a CRS script executes a Call Redirect step In IPCC Enterprise, when an ICM system sends a Connect request to the CRS system to send a queued call to a destination label. Once the CRS system requests a Redirect and the Cisco CallManager accepts it, the redirecting CTI Port is released and returned to the idle port list.
39
Basic Call and Contact Flow Concepts An HTTP Contact Flow Outside of IPCC Enterprise
40
Basic Call and Contact Flow Concepts A Summary Cisco IP IVR Contact Flow Outside of IPCC Enterprise
The following are the steps a call or contact takes within a Cisco IP IVR system without IPCC Enterprise: 1. The caller dials the desired phone number or enters a Web address. 2. CRS receives the contact signal at the phone number trigger point or the Web address trigger point. 3. CRS determines which CTI port to take the contact on and sends a Redirect Request to CTI in the Cisco CallManager to send the contact to the port: If the contact is a call, then the CRS system looks for a CTI port in the JTAPI Call Control Group assigned to the trigger (the phone number). If the contact is a Web connection, then the CRS system looks for a CTI port in the HTTP Control Group assigned to the trigger (the URL).
4. The Cisco CallManager sends the contact to the specified CTI port. 5. The caller is presented to CRS on the CTI port. 6. CRS accepts the call. 7. CRS starts an application that executes a CRS script. 8. The script determines how to handle the call: The CRS script can Redirect the call (for example, when no agents are available). Or, the CRS script can answer the call with the Accept step.
41
Basic Call and Contact Flow Concepts Important Cisco CallManager Configuration Dependencies
If the CRS script answers the call and the trigger has been assigned a Dialog Group, CRS establishes a media connection with the caller.
42
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
Warning: If you install CRS with the default codec (G.711), your region configuration must allow calls into the region assigned to the CTI Ports at G.711. Otherwise, calls across the WAN are forced to G.729 in the region configuration, which causes the call to fail. See Regions Configuration (http://www.cisco.com/en/US/partner/products/sw/voicesw/ ps556/products_administration_guide_chapter09186a00801ecf73.html) for more information. Device Locations. In the event that one or more of the devices are in a location, if sufficient bandwidth is not available, the requested call-control operation will fail. See Location Configuration (http://www.cisco.com/en/US/partner/products/sw/voicesw/ ps556/products_administration_guide_chapter09186a00801ecf72.html) for more information. Media Connections. Media connections to the Cisco CRS system are either all G.711 or all G.729. This means that the Cisco CallManager region configuration must allow for connections between devices and the Cisco CRS servers CTI Ports with the appropriate Codec. If not, then Transcoder channels MUST be configured and available. You do this at the appropriate matching Codec at Cisco CRS installation time. Connection path device (Codec). When you create a region, you specify the codec that can be used for calls between devices within that region, and between that region and other regions. The system uses regions also for applications that only support a specific codec; for example, an application that only uses G.711.
43
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
44
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
Note: In the following flow descriptions, the Cisco IP IVR and Cisco IP QM system are both referred to as the CRS system. The ICM system and the CRS system together form the IPCC Enterprise system. In an IPCC Enterprise environment, the ICM software is the primary controller of all calls. The IPCC queuing is done through the CallManager and CRS software. The agent assigned by the software to handle a call can be defined in either the CallManager database or the ICM database.
The CRS system looks for a CTI port in the JTAPI Call Control Group assigned to the trigger (the phone number). The CRS system determines which CTI Port to take the call on and sends a redirect request to the Cisco CallManager through the JTAPI protocol. If there is not a free port, the caller hears a "fast busy" until there is a free port to take the call.
b.
c. d. e.
The Cisco CallManager sends the caller to the specified CTI Port. The caller is presented to the CRS system on the CTI Port. The default CRS script linked to the application is run.
In most post-routing cases, the script will welcome the caller and collect some information from the caller to be sent over to the ICM system. The script maps this data using the Set ICM data Step. The script ends with the End step.
b. c.
5. Since this is a post-routing application, once the End step is reached, the Cisco CRS system requests instruction from the IPCC enterprise system.
45
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
This instruction is a route request with the VRU peripheral as the routing client and the CRS Route Point as the DN. 6. The ICM system will have an ICM script configured to run for this routing client DN. After it is notified of the call, the Cisco ICM system runs this ICM script. 7. The ICM script will determine how to handle the call and will instruct the CRS system accordingly. ICM scripts are composed of many different call-handling steps, including the following four commands it can send to the Cisco CRS systemConnect, Release, Run VRU Script, and Cancel. 8. The Cisco CRS system responds to the commands from the Cisco ICM system until the ICM system signals that the call is complete. For example, the ICM script could send a Run VRU Script request to the Cisco IP IVR system, instructing the Cisco IP IVR system to run a script that plays music and thanks the caller for their patience. When an agent becomes available, the Cisco ICM system sends a Cancel request and the Cisco IP IVR system stops running the current script. The Cisco ICM system then sends a Connect command with a Normal label that indicates the extension of the free agent. The Cisco CRS system then checks the VRU Script Name variable to determine if it needs to run a PreConnect script. The Cisco CRS system routes the call to the agent indicated in the Normal label.
The caller is translation routed to the Cisco IP IVR or the Cisco IP QM by the PG (the ICM Peripheral Gateway) sending a redirect request to CTI through JTAPI. The destination is a CRS Translation Route Route Point (Trigger). The Cisco ICM system sends along with the call additional information associated with the call, including a reserved DNIS value, a trunk group, a label for the PG, and instructions for further processing.
46
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
b. c.
The call is presented to the CRS system on the trigger. The CRS system looks for a CTI port in the JTAPI Call Control Group assigned to the trigger (the phone number). The CRS system determines which CTI Port to take the call on and sends a redirect request to through JTAPI. The Cisco CallManager sends the caller to the specified CTI Port. The caller is presented to the CRS system on the CTI Port. The CRS system accepts the call, starts a session with the ICM PG, and sends a REQUEST_INSTRUCTION request.
d.
e. f. g.
4. The ICM script then determines what to do next. In most cases, it sends a RUN_VRU_SCRIPT request to the CRS system. 5. The CRS system maps the requested VRU script name to a CRS Script based on the VRU Script configuration in the CRS system. 6. The CRS script then determines how to handle the call. A call can either be redirected or answered with the accept step. 7. If the CRS script answers the call, and the trigger has been assigned a Dialogue Group, it establishes a media connection with the caller. At this point the CRS system can interact with the caller as desired. 8. When the script ends, it sends a RUN_SCRIPT_ RESULT message back to the ICM system. The ICM script determines what to do next. Typically another RUN_SCRIPT_REQUEST events is sent. This continues until an agent becomes available to take the call. 9. Once an agent becomes available, the ICM system sends a CANCEL message to the CRS system. 10. The CRS system terminates the running script. 11. The ICM system then sends a CONNECT message that includes the Agent's extension as the Label. 12. The CRS system then redirects the caller to the agent's extension. 13. The Cisco IP IVR system continues to respond to the commands from the Cisco ICM system until the Cisco ICM system signals that the call is complete.
47
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
When using the ICM subsystem, you should understand: Service Control Interface Labels VRU Scripts Expanded Call Variables Script Parameter Separators
Labels
The Service Control interface supports four label types: Normal The Normal label is a character string that encodes the instructions for routing the call. It contains either a directory number to which the Cisco IP IVR system should route the call or the name of a .wav file representing an announcement. If you configure the Cisco IP IVR system to send an announcement, the Cisco IP IVR system plays the .wav file, pauses for 2 seconds, and repeats the .wav file followed by the two second pause three additional times. Then it pauses 8 seconds and plays a fast busy signal until the caller hangs up. Busy The Busy label indicates that the caller should receive a busy treatment. Unless you set up a Busy label port group to handle the call, the Cisco IP IVR system generates a simulated busy signal from a .wav file until the caller hangs up. Ring No Answer The Ring No Answer (RNA) label indicates that the caller should receive an RNA treatment. Unless you set up a Ring No Answer label port group to handle the call, the Cisco IP IVR system generates a simulated ringing sound from a .wav file until the caller hangs up. Default The Default label indicates that the Cisco IP IVR system should run the default script
48
Basic Call and Contact Flow Concepts Understanding How Calls Go Through the Cisco IPCC Enterprise System
VRU Scripts
The scripts that control IP IVR calls have a VRU Script name in the ICM system that must be properly mapped to a CRS script name (.aef file) in the CRS system. This mapping is done from the CRS ICM subsystem configuration web page.
49
Basic Call and Contact Flow Concepts Debugging Problems in the Cisco IP IVR System
param1 to be tested and for the script to take the desired branch based on its value. The benefit is that only one VRU Script needs to be defined in the CRS system, and you do not have to use any other variables as parameters to determine which branch to take in the script. Note: When you use parameter separators in CRS, the ICM script name must include the paramter as part of its name. If you want to pass a different parameter like testscript|200 then you need to configure another VRU script on the ICM system and name it testscript|200. For more information on script paramters, see the Cisco Customer Response Solutions Editor Step Reference Guide and the Cisco Customer Response Solutions Getting Started with Scripts Guide.
50
Basic Call and Contact Flow Concepts Important Cisco ICM Configuration Dependencies
TRRoutePoint4 DN 5003 The CTI port group number IDs in CRS must have the same numbers as the peripheral trunk group numbers in the ICM system. It is imperative that the script name referenced in your ICM Run External Script node matches what is configured in the VRU Script List configuration in the ICM Subsystem on CRS.
Figure 6: The Script Name Referenced in Your ICM "Run Externall Script" Node
Script" Node In order to eliminate any confusion, it is highly recommended that you name the CRS script exactly the same in all places. Consider the canned BasicQ.aef script provided with your CRS server. Obviously, this is the script name that CRS will know the script by. However, you can refer to this script in a Run External Script node in ICM by whatever name you want. The VRU Script List configuration in CRS Application Administration application is where you couple the ICM External Script name with the CRS script name.
Figure 7: Matching the ICM Script Name with the CRS Script Name
The VRU Script Name column on the left is the name that ICM will refer to when calling the script and the Script column on the right is the true file name of the CRS script you want to run when ICM calls the script mentioned in the VRU Script Name column. As you can imagine, if you refer to these scripts by different names in ICM and CRS, it can become confusing when it comes time to troubleshoot. This is why it is recommended to keep these
51
Basic Call and Contact Flow Concepts Important Cisco ICM Configuration Dependencies
names exactly the same. This way there is no ambiguity as to what script you are referring to. The VRU connection port numbers in CRS must be the same as the VRU connection port numbers in the ICM system. Any enterprise ECC (Expanded Call Context) variables must be defined on both sides of the system (in IP IVR or IP QM and in ICM software)
52
Part 2: Installing and Configuring Cisco IP IVR with the Cisco CallManager
This section describes how to install and configure Cisco IP IVR with the Cisco CallManager. Configure the Cisco IP IVR system components in the following order: 1. Install and setup your Cisco IP phones (SCCP or SIP Phones). 2. Install and configure Cisco CallManager and register your Cisco IP phones(SCCP or SIP Phones) with the Cisco CallManager. 3. Install and configure the Cisco CRS application engine with a licensed Cisco IP IVR package. 4. Configure your script applications. 5. Load your scripts into the CRS repository and test them.
53
54
Chapter 5
Installing and Configuring the Cisco CallManager for Cisco IP IVR
This section describes how to install and configure Cisco CallManager for Cisco IP IVR This section contains the following topics: About the Cisco CallManager, page 55 How to Install the Cisco CallManager , page 55 How to Configure Cisco CallManager, page 56 Cisco CallManager Configuration Check List, page 56
55
Installing and Configuring the Cisco CallManager for Cisco IP IVR How to Configure Cisco CallManager
Prior to proceeding with configuration, ensure that: A Cisco CallManager instance has been created on the CallManager server. All Cisco CallManager services and third-party services required by CallManager are running. The BAT (Bulk Administration Tool) has been installed on the Cisco CallManager. For the Cisco CallManager documentation available on the Web, see Cisco CallManager Documentation (http://www.cisco.com/en/US/products/sw/voicesw/ps556/index.html) See Also Installing Cisco CallManager Guide Bulk Administration Tool Guide for Cisco CallManager Cisco CallManager Administration Guide Cisco CallManager Features and Service Guide Cisco Internet Service Node Configuration and Administration Guide
1. Create Cisco CallManager Provides a user account for Cisco IP IVR to User Configuration web page users that will later be assigned connect with the Cisco CallManager. From the Cisco CallManager administrative privileges in the Administration page menu bar, select User CRS Administration software. Note: Management > End User > Add New. You will need to remember the user IDs and passwords for when you install and configure Cisco IP IVR. The user ID should not be longer than 31 alphanumeric characters. Although a user ID in the Cisco CallManager can contain
56
Installing and Configuring the Cisco CallManager for Cisco IP IVR Cisco CallManager Configuration Check List
Task
Purpose
Configuration Location
up to 128 alphanumeric characters, in a Cisco CRS system, a user ID can be no longer than 31 alphanumeric characters. 2. Configure the appropriate Regions for the sites. Specifies the codecs to be used by calls between devices in that region and other regions. Region Configuration web page From the Cisco CallManager Administration page menu bar, select System > Region and then in the upper, right corner of the window, click the Add a New Region link.
3. Configure the Locations for Implements Call Admission Control which Region Configuration web page the sites. regulates voice quality by limiting the available bandwidth for calls. 4. Configure the devices with Specifies the voice codec to be used for calls Device Pool Configuration web page the previously configured in the regions with the devices. From the Cisco CallManager Regions. Administration page menu bar, select System > Device Pool and then in the upper, right corner of the window, click the Add a New Device Pool link. 5. Configure the Cisco CallManager Group for the devices. Specifies the Cisco CallManager group to Device Pool Configuration web page provide redundancy and to assign to devices in this device pool. Phone Configuration web page From the Cisco CallManager Administration page menu bar, select Device > Phone and then in the upper, right corner of the window, click the Add a New Phone link. Next select your phone type and click Next.
6. Register the phones in Cisco Specifies a unique dialable phone number CallManager with the correct for each phone. directory numbers.
7. Associate the phones with Defines characteristics for devices, such as Phone Configuration web page the appropriate device pool. region, date/time group, failover behavior, and others. Note: You must set the configuration on each IP phone (or SIP phone) so that it can locate and connect to Cisco CallManager. This procedure varies by site according to the customer's network configuration.
Using a Web browser, open Cisco CallManager Administration. This URL is commonly:
https://IPCC<CallManager Server>P/ccmadmin
57
Installing and Configuring the Cisco CallManager for Cisco IP IVR Cisco CallManager Configuration Check List
Step 2 Step 3
From the Device menu, select Phone. In the Find and List Phones page, make sure the last text box is blank and click Find. This will list all the IP phones connected to your system plus the CTI ports and Call Control groups automatically created in Cisco CallManager when you configured the CRS Application.
58
Chapter 6
Installing and Configuring Cisco IP IVR
After you have configured Cisco CallManager, install and configure Cisco IP IVR. This section contains the following topics: Installing Cisco IP IVR , page 59 Configuring Cisco IP IVR, page 60 Cisco IP IVR Configuration Check List, page 60 Cisco IP IVR Application Configuration Check List, page 71
59
For installation instructions, including the planning of your Cisco IP IVR installation, a pre-installation check list, and an installation and setup check list, refer to the Cisco Customer Response Solutions Installation Guide at the Cisco IPCC Express Edition web site (http:// www.cisco.com/en/US/products/sw/custcosw/ps1846/index.html.htm).
The AXL (Administrative CallManager Configuration "Configuring an AXL XML Layer) Service web page Service Provider" section in Provider provides access to the Cisco Customer Response From CRS Administration CallManager data in a menu bar, select System >
60
Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
CallManager Configuration cross-platform manner using CallManager web page within CRS. XML. Configuration. When you install CRS 4.5 for the first time, do this configuration during the CRS Cluster Set Up. When you update this information or change it, edit it by accessing System > CallManager Configuration from the CRS Administration menu bar.
Note: For the Selected AXL Service Providers, select the IP address(es) or hostname(s) of one of the AXL Provider machines in the Available AXL Service Provider selection list.
Figure 8: Configuring the CRS CallManager AXL Service Provider
Task
Purpose
Configuration Location
Procedure Location
2. Configure the JTAPI The Cisco CRS Engine uses CallManager Configuration subsystem service provider the JTAPI subsystem to send web page. on Cisco CRS. and receive calls from the From the CRS Cisco CallManager. Administration web page When you install CRS 4.5 for menu bar, select System > the first time, you do this CallManager configuration during the CRS Configuration. Then in the Cluster Set Up. JTAPI Subsystem section, select an Available CTI When you update this Managers in the option list information or change it, you on the right so that it is listed edit it by accessing System
"Configuring a JTAPI Provider" section in the Cisco Customer Response Solutions Administration Guide
61
Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
> CallManager in the Selected CTI Manager Configuration from the CRS list on the left. Administration menu bar. Note: For the JTAPI Provider configuration, select the IP address(es) or hostname(s) of one of the Available CTI Manager machines. The 'Available CTI Managers' list box lists all the available CTI Managers that are in the CallManager cluster. The primary provider is the first value in the list of selected CTI managers in the cluster, and the secondary provider is the second (also the last) value in the list of CTI selected managers in the cluster. There cannot be more than two selected CTI Managers for JTAPI Provider Configuration. The User Prefix is used by CRS to create the Application User in CallManager that controls the Route Points and CTI Ports. Make sure the users (<User prefix> +"_"+,nodeid) are NOT defined in the Cisco CallManager. On clicking OK, JTAPI users are created in the Cisco CallManager. Depending on how many CRS engines are enabled in the cluster, those many JTAPI users are created. In an IP IVR system installed independently of IPCC Express, you do not need to configure the RMCM subsystem. That configuration is shown here only to show you what you would have to configure next if your IP IVR system were installed as a part of IPCC Express.
Figure 9: Configuring the JTAPI Subsystem
62
Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
The CRS system uses JTAPI call control groups to pool together a series of CTI ports, which the system uses to serve calls as they arrive at the CRS server.
From the CRS Administration web page menu bar, select Subsystems > JTAPI. Then select JTAPI This step happens after the Call Control Group in the CRS Cluster and CRS Server option list on the left. Setup steps.
"Provisioning JTAPI Call Control Groups" section in the Cisco Customer Response Solutions Administration Guide
Note: CRS automatically adds the needed CTI port assignments and the specified call control groups to the Cisco CallManager database when you click Update.
Figure 10: Configuring the JTAPI Call Control Group
Task
Purpose
Configuration Location
Procedure Location
4. Check to make sure the JTAPI information in Cisco CRS and Cisco CallManager is synchronized. If it is not synchronized, resynchronize it.
Makes sure the JTAPI configuration data entered in the Cisco CallManager through Cisco CRS is synchronized with the JTAPI configuration data in the Cisco CallManager for every server in both the Cisco CallManager cluster and the Cisco CRS cluster.
The JTAPI Resynchronize dialog box From the CRS Administration web page menu bar, select Subsystems > JTAPI. Then select Resynchronize in the option list on the left.
"Provisioning JTAPI Call Control Groups" section in the Cisco Customer Response Solutions Administration Guide
Note: The check and Synchronize option generates a report describing the status of JTAPI information (JTAPI Users, Port Groups, and Triggers).
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
5. Provision the Cisco Media Specifies the media you need Cisco Media Dialog Group Termination Subsystem. for your system. Termination Configuration web page The Cisco CRS server uses the Real-Time Transport From the CRS Protocol (RTP) to send and Administration web page receive media packets over menu bar, select Subsystems the IP network. To ensure > Cisco Media and then in that the CRS Engine can the upper, right corner of the communicate with your Cisco window, click the Add a IP Telephony system, you New CMT Dialog Control need to configure the RTP Group link. ports that the CRS Engine will use to send and receive RTP data.
"Provisioning the Cisco Media Subsystem" section in the Cisco Customer Response Solutions Administration Guide
You can choose different types of media, from a simple type of media capable of supporting prompts and DTMF (Cisco Media Termination) to a more complex and rich type of media capable of supporting speech recognition. It is even possible to provision calls without media. Because of the media capabilities, you must provision media manually. Each call requires both a CTI port and a media channel for the system to be backward compatible or to support media interactions. Furthermore, media resources are licensed and sold as IVR ports so you can provision more channels than you are licensed for and, at run-time, licensing will be enforced to prevent the system accepting calls, as this would violate your licensing agreements.
Figure 11: Configuring Cisco Media Termination Dialog Group
Task
Purpose
Configuration Location
Procedure Location
6. Provision and configure any other CRS subsystems that you will use.
Expands the functionality of This task includes the your Cisco IP IVR system. following 3 tasks and
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
depends on whether or not Response Solutions you have bought licenses for Administration Guide subsystems and have installed them when you installed CRS. 6.1 Provision an MRCP Automated Speech Recognition (ASR) subsystem. Allows users to navigate through a menu of options by speaking instead of pressing keys on a touch-tone telephone. MRCP ASR Configuration web page In the CRS Administration web page, select Subsystems > MRCP ASR. Then click Add MRCP ASR Provider, fill in the information required and click Add .
Note: The MRCP ASR software is optional and requires a vendor license. The License is the number of ASR port licenses purchased from the ASR vendor. You can currently buy MRCP ASR software from Nuance. In CRS 4.0.x, CRS supported both Nuance and Scansoft but Scansoft became a part of Nuance in 2005. To configure an MRCP ASR server or a dialog group, click on the MRCP ASR Servers or MRCP ASR Dialog Groups respectively in the column on the left of the Web page. The Cisco CRS system uses the Media subsystem of the CRS Engine to configure Cisco Media Termination (CMT) dialog groups that can be used to handle simple Dual-Tone Multi-Frequency (DTMF) based dialog interactions with customers. A dialog group is a pool of dialog channels in which each channel is used to perform dialog interactions with a caller. This step involves the configuration of your: MRCP ASR Providers MRCP ASR Servers MRCP ASR Dialog Groups
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
Converts text (UNICODE) into spoken words in order to provide a user with information or to prompt a user to respond to an action.
MRCP TTS Configuration web page In the CRS Administration web page, select Subsystems > MRCP TTS, click Add MRCP TTS Provider, link, fill in the information required and click Add.
"Provisioning ASR and TTS" section in the Cisco Customer Response Solutions Administration Guide
Note: The MRCP TTS software is optional and requires a vendor license. You can currently buy MRCP TTS software from Nuance. In CRS 4.0.x, CRS supported both Nuance and Scansoft but Scansoft became a part of Nuance in 2005. To configure an MRCP TTS server or default gender, click on the MRCP TTS Servers or the MRCP TTS Default Genders in the column on the left of the Web page. This step involves the configuration of your: MRCP TTS Providers MRCP TTS Servers MRCP TTS Default Genders
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
Enables Cisco IP IVR applications to respond to requests from a variety of web clients, including computers and IP phones.
HTTP Trigger Configuration "Provisioning the HTTP web page Subsystem" section in the Cisco Customer Response From the CRS Solutions Administration Administration menu bar, Guide choose Subsystems > HTTP, and click the Add a New HTTP Trigger link, fill in the information required and click Add.
Note: If you are not using HTTP applications, you do not need to provision the HTTP subsystem.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
Enables CRS applications to interact with database servers in order to make database information accessible to contacts.
The ODBC Data Source Administrator window and the Enterprise Database Subsystem Configuration web page
"Provisioning the Database Subsystem" section in the Cisco Customer Response Solutions Administration Guide
For example, if you want This involves two customers to be able to dial procedures: in to automatically get On the script server, select account information, you Start > Programs > would need this subsystem. Administrative Tools > Data Sources (ODBC). From the CRS Administration menu bar, select Subsystems > Database, and in the Database Subsystem Configuration web page, click Add a New Datasource.
Note: The database subsystem is optional. If you are not using CRS applications that require access to databases, you do not need to provision the Database subsystem.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
Communicates with your e-mail server and enables your Cisco IP IVR applications to create and send email. Once you configure e-mail functionality, the CRS scripts created with the e-mail steps will function correctly. Note:
From the CRS "Provisioning the eMail Administration menu bar, Subsystem" section in the select Subsystems > eMail. Cisco Customer Response Solutions Administration Guide
The e-mail subsystem is optional. If you are not using eMail applications, you do not need to provision the eMail subsystem.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Configuration Check List
The e-mail configuration identifies the default e-mail address and server to be used for sending e-mail (including e-pages and faxes) and for receiving acknowledgments: A Mail Server is a fully-qualified e-mail server name. For example: server.domain.com) An eMail Address is an existing fully qualified e-mail address for the administrative account. For Example:administrator@domain.com
Task
Purpose
Configuration Location
Procedure Location
The Application Engine is the CRS Control Center web execution vehicle for Cisco page IP IVR/Cisco IP QM flows From CRS Administration or scripts. menu bar, select System > Control Center. Then click Component Activation. Finally, on the Component Activation page, select all your components and click Update.
"Starting, Stopping, and Restarting Cisco CRS Services" section in the Cisco Customer Response Solutions Administration Guide
Note: The application engine runs when you install CRS. However, you need to restart the engine after you configure your subsystems.
Figure 18: Activating your CRS Subsystems/Components
Task
Purpose
Configuration Location
Procedure Location
8. Install and configure the Enable the Cisco IP applications that you will IVR applications use with Cisco CRS (as you want. needed).
This task is subdivided into 5 tasks summarized in the following CRS Application Configuration Check List.
See theCRS Application Configuration Check List (page 71) For instructions for how to use a specific web page, from the menu bar, select Help > For this page.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
1. If needed, edit the script that your CRS application will use.
CRS Script Editor (for creating or editing scripts) and CRS Administration web Note: By double clicking on pages an uploaded script listed in the CRS Script Management page, you can open the script with the Cisco CRS Editor.
"Managing Scripts, Prompts, Grammars, and Documents" section in the Cisco Customer Response Solutions Administration Guide
See also the Cisco CRS Script Developer Series documentation: Volume 1, Getting Started with Cisco CRS Scripting Volume 2, Cisco CRS Editor Reference Volume 3, Cisco CRS Expression Language Reference Note: These three PDF documents contain the same information that is in the CRS Editor online help, only in PDF format, rather than HTML format. Regarding Script Storage User scripts are stored in the CRS Repository Datastore. You can create, rename, and delete folders under the\default folder. You can upload scripts to the repository as a zip file whose contents (the *.aef files) are unzipped and uploaded to the repository. On deleting the Default Folder, the existing folders and scripts under default are also deleted. Once done, you cannot undo this deletion. That is an files in the folder are done. However, a new empty default folder is automatically recreated immediately. You cannot rename the default folder.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Note: CRS 4.5 works with CallManager 5.0. However, the CallManager 5.0 documentation was not available when this guide was written. If you are customizing the AutoAttendant, you should see the customization procedure in the Cisco CallManager Features and Services Guide for CallManager 5.0. You can access this guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/
Figure 19: CRS Script Listings
Task
Purpose
Configuration Location
Procedure Location
2. If needed, create or Through Cisco CRS customize any prompts that Administration Media your CRS script will use. Configuration, you can modify the prompts that your script uses. You can also upload spoken names for each person in the organization, so callers receive spoken names rather than, for example, spelled-out names when the automated attendant is asking the caller to confirm which party they want.
CRS Prompt Management web pae From the menu bar in the CRS Administration web page, select Applications > Prompt Management.
"Managing Scripts, Prompts, Grammars, and Documents" section in the Cisco Customer Response Solutions Administration Guide
The Cisco AutoAttendant, for example, comes with a prerecorded, generic welcome prompt. You should record your own welcome prompt to customize your automated attendant for the specific role that it is to fulfill for your organization. You can use any sound recording software to record your prompts if the software can save the prompt in the required file format. You can record a different welcome prompt for each instance of your script application that you create. You can record your prompts by using Microsoft Sound Recorder. Save each prompt as a .wav file in CCITT (mu-law) 8-kHz, 8-bit, mono format. You must have a microphone and speakers on your system to use the software.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
To put the needed scripts in CRS Script Management web the CRS repository so that page they are available for use in From the CRS a CRS application. Administration menu bar, select Applications > Script Management. In the Script Management page, click Upload New Scripts. Then in the Explorer User Prompt dialog box, type in the script name in expression format.
"Uploading a Script" section in the Cisco Customer Response Solutions Administration Guide If you have questions when on a Cisco Response Solutions Administration web page, from the menu bar, select Help > For this page
Starting in CRS 4.5, a script name is displayed only as an Expression. The expression formats for different types of scripts are as follows: SCRIPT[aa.aef] for User scripts SSCRIPT[aa.aef] for System scripts SCRIPT[FILE[C:\\Windows\aa.aef]] for File scripts SCRIPT[URL[http://localhost/aa.aef]] for URL-based scripts To upload a file script, type the script name in the following expression format: SCRIPT[FILE[c:\Useraa.aef]] To upload a URL script the user has to type the script name with the following expression format SCRIPT[URL[http://localhost/Usericd.aef]]
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
4 Upload any prompts needed For customized or language CRS Prompt Management for the script. specific prompts web page From the CRS Administration menu bar, selectApplications> Prompt Management . Then in the Prompt Management page, click Upload New Prompts.
Figure 21: Configuring Prompts
"Uploading prompts" section in the Cisco Customer Response Solutions Administration Guide
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
To perform a telephony task CRS Application through CRS, you need a Configuration web page CRS application. From the CRS Adding an application Administration web page involves giving it a name, menu bar, select assigning it a script, and Applications > Application defining any application Management and then in the variables. upper, right corner of the window, click the Add New An example application that Application link link. comes with Cisco IP IVR is the Cisco AutoAttendant Next, Under Application Type, select Cisco Script The script for the Application and click Next. AutoAttendant is aa.aef. CRS Cisco Script Application web page
"Configure a Cisco Script Application" section in the Cisco Customer Response Solutions Administration Guide
6. Give the application a To make the application name and assign the script to available for use. the application.
"Configure a Cisco Script Application" section in the Cisco Customer Response Solutions Administration Guide
Note: The system scripts in the preceding figure correspond to those that used to be automatically uploaded in the repository in CRS releases prior to CRS 4.5.
Task Purpose Configuration Location Procedure Location
7. Customize the application On the Application page, if CRS Cisco Script parameters. there are variables, you can Application web page customize the application by the definitions (values) you give the variables. The
"Configure a Cisco Script Application" section in the Cisco Customer Response Solutions Administration Guide
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
variables are the parameters you specify on the application web page in the CRS Administration tool. If you are using a Cisco supplied script, you might also want to customize the application prompts. For example, you can record and upload your own prompts as previously explained in this check list.
Task Purpose Configuration Location Procedure Location
Enable the application to CRS "Add Application respond to JTAPI calls and/or Triggers" web page HTTP requests.
See the online help for that web page. Also see "Add Application Triggers" section in the Cisco Customer Response Solutions Administration Guide
Note: When you configure JTAPI triggers, you need to specify the CTI Route Point attributes used by the trigger. For example, device pool, location, and voice mail profile. 1. From the CRS Administration Web page, select Applications > Application Management. 2. In the Application Configuration Web page, Click the name of your new application. 3. In the Cisco Script Application web page for your new application, the Add New Trigger link. 4. In the pop-up window, select the trigger type and click Next. 5. Enter the trigger phone number or web address and the other configuration information that you need.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
Task
Purpose
Configuration Location
Procedure Location
Make sure the application works. From one of your phones, phone the Your application number specified by the trigger. Or if you specific documentation. Note: Before the IP IVR system have an HTTP trigger, from your can receive calls, the CRS engine computer, e-mail the specified Web must be running. address.
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Installing and Configuring Cisco IP IVR Cisco IP IVR Application Configuration Check List
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Chapter 7
How to Deploy the Sample Script, aa.aef
Since the Cisco AutoAttendant is an application and a script that comes by default in Cisco IP IVR, making sure that it works is a good way to test your system. The AutoAttendant script is the AutoAttendant script template that is installed by default with your system. For instructions on creating or modifying an IP IVR script, see Creating a Basic IVR Script (http://www.cisco.com/en/US/products/sw/custcosw/ps1846/ products_programming_reference_guide_chapter09186a00800c49d6.html#wp1212812) This section contains the following topics: Cisco AutoAttendant Overview, page 79 Configuring the Cisco AutoAttendant Application (aa.aef), page 80
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How to Deploy the Sample Script, aa.aef Configuring the Cisco AutoAttendant Application (aa.aef)
If a match exists, the system announces a transfer to the matched user and waits for up to 2 seconds for the caller to press any DTMF key to stop the transfer. If the caller does not stop the transfer, the system performs an explicit confirmation: it prompts the user for confirmation of the name and transfers the call to that user's primary extension. If more than one match occurs, the system prompts the caller to choose the correct extension. If too many matches occur, the system prompts the caller to enter more characters. When the caller has specified the destination, the system transfers the call. If the line is busy or not in service, the system informs the caller accordingly and replays the main menu prompt.
Select one of the phone numbers you've configured in Cisco CallManager and dial that phone number to see if you get the correct phone. If you get the correct phone, the Cisco CallManager is working. On one of your IP phones, phone the AutoAttendant number you've created (for example: 5000).
Step 2
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How to Deploy the Sample Script, aa.aef Configuring the Cisco AutoAttendant Application (aa.aef)
You should get the welcome prompt. If you do, then the AutoAttendant is working.
Step 3
If you've associated a person with a phone (in the example case, Tom Jones), dial the AutoAttendant number and then at the prompt, type in the person's name (in our example, tjones). The phone (for example, 7002) you associated with the name (for example, Tom Jones) should ring.
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How to Deploy the Sample Script, aa.aef Configuring the Cisco AutoAttendant Application (aa.aef)
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Part 3: Installing and Configuring Cisco IP IVR or Cisco IP QM with IPCC Enterprise
This section describes how to install and configure Cisco IP IVR or Cisco IP QM in an IPCC Enterprise environment. Whether you are configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise, the configuration tasks are the same except when you get to the point of deploying the applications. However, you can configure only one of these products at a time on a server. You cannot configure both on the same server. If you do, Cisco IP IVR takes precedence. Install and configure the IPCC Enterprise system components in the following order: 1. Cisco CallManager Note: Use the same installation and configuration procedure for installing and configuring Cisco CallManager in an IPCC Enterprise Environment as you would for installing and configuring Cisco CallManager outside of an IPCC Enterprise environment. See Installing and Configuring the Cisco CallManager for Cisco IP IVR (page 55) for instructions. 2. Cisco IP IVR or Cisco IP QM 3. ICM Software 4. CTI Object Server 5. CAD Desktop Software or CTI Desktop Software
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Chapter 8
Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise
This section describes how to install and configure Cisco IP IVR or Cisco IP QM for an IPCC Enterprise system. This section contains the following topics: About Cisco IP IVR and Cisco IP QM in an IPCC Enterprise System, page 85 How to Install Cisco IP IVR or Cisco IP QM for IPCC Enterprise, page 86 Check List for Configuring Cisco IP IVR or Cisco IP QM in an IPCC Enterprise System, page 86 Important Cisco IP IVR and Cisco IP QM Dependency Check List, page 89
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Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise How to Install Cisco IP IVR or Cisco IP QM for IPCC Enterprise
Check List for Configuring Cisco IP IVR or Cisco IP QM in an IPCC Enterprise System
After installation, in addition to the configuration tasks described in Cisco IP IVR Configuration Check List (page 60), complete the tasks described in the following table to configure Cisco IP IVR for use in an IPCC Enterprise Environment. These tasks should be performed in the order listed.
Task Purpose Configuration Location Procedure Location
Allows the Cisco IP IVR/Cisco IP QM system to interact with ICM software. ICM software provides a central control system that directs calls to various human and automated systems. Note:
CRS ICM Configuration web "Provisioning the ICM page Subsystem" section in the Cisco Customer Response In the CRS Administration Solutions Administration web page, select Subsystems Guide > ICM.
You must enable the Service Control Interface to use the ICM subsystem. The VRU Connection Port is the same number configured in the VRU Peripheral Interface Manager (PIM) on the Cisco ICM system. This is the TCP/IP socket number to use for receiving messages from the Cisco ICM system.
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Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise Check List for Configuring Cisco IP IVR or Cisco IP QM in an IPCC Enterprise System
Task
Purpose
Configuration Location
Procedure Location
IPCC Enterprise uses ICM Voice Response Unit (VRU) scripts to handle interactions with contacts. These scripts are loaded as applications on the CRS Engine.
CRS ICM Configuration web "Configuring ICM VRU page Scripts" section in the Cisco Customer Response Solutions After you create the script, in Administration Guide the CRS Administration web page, select Subsystems > For creating VRU scripts, see ICM. Then click Add a New the Cisco ICM/IP Contact VRU Script. Center Enterprise Edition Scripting and Media Routing Guide
The script you configure in this step is the CRS script to associate with the ICM VRU script. You can select the script from the drop-down list or click the Edit button to specify a new script. Note: The VRU Script Name configured in this step must be the name of the VRU Script from the Property window of the Run VRU Script call. In other words, the CRS file name configured here and the ICM VRU script file name must have the same name. All scripts under the \default directory are listed in the drop-down list of the Script field in the Cisco Script Application Configuration page. To specify a new script, click Edit, enter the script name in the dialog box, and click OK. The User Prompt dialog box closes, and the name you entered appears in the Script field. If you enter the script name as a file URL, enter the value with double backslashes (\\). For example, file://c:\\temp\\aa.aef
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Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise Check List for Configuring Cisco IP IVR or Cisco IP QM in an IPCC Enterprise System
The Application Name is the filename of the script in the CRS repository to run for this VRU Script Name. For example, SCRIPT[BasicQ.aef]. A script name is displayed only as an Expression starting in CRS 4.5. The expression formats for different types of script are as follows: SCRIPT[aa.aef] for User scripts SSCRIPT[aa.aef] for System scripts SCRIPT[FILE[C:\\Windows\aa.aef]] for File scripts SCRIPT[URL[http://localhost/aa.aef]] for URL-based scripts
Task
Purpose
Configuration Location
Procedure Location
3. Configure Cisco IP IVR In translation routing, Cisco for ICM Translation Routing. ICM software receives the call, instead of the Cisco IP IVR system, but then ICM software routes the call to the Cisco IP IVR or Cisco QM for queuing.
CRS Cisco ICM Translation "Configure a Cisco ICM Routing web page Translation-Routing Application" section in the In CRS Administration, Cisco Customer Response select Applications > Solutions Administration Application Management. Guide, Release 4.5(1) Then click Add a New Application, select Cisco ICM Translation Routing and click Next
You must configure Cisco ICM translation-routing applications when the Cisco IP IVR is used as a queue point in an Cisco IPCC solution. Translation routing happens when a call is transferred from one peripheral to another. For example, the call could be transferred from a peripheral gateway to an IP IVR.
Figure 25: Configuring an ICM Translation-Routing Application
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Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise Important Cisco IP IVR and Cisco IP QM Dependency Check List
Task
Purpose
Configuration Location
Procedure Location
4. Configure In an ICM post routing situation, Cisco IP IVR for the Cisco CallManager receives the ICM Post call and controls it. Routing. In this case, the IP IVR receivews the call directly from the CallManager and then requests instructions from the ICM system.
CRS Cisco ICM Post-Routing web "Configure a Cisco ICM page Post-Routing Application" section in the Cisco Customer In CRS Administration, select Response Solutions Applications > Application Administration Guide, Management. Then click Add a Release 4.5(1) New Application, select Cisco ICM Post Routing and click Next
If the agent is configured in the ICM system, CRS gets the routing information for the call from the ICM system, and post routes it to the ICM agent when that agent becomes available. This situation happens when any phone numbers that are configured in the Cisco CallManager as triggers are dialed. Note: You do not have to configure both ICM post routing and ICM translation routing unless your configuration requires it.
Figure 26: Configuring an ICM Post Routing Application
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Installing and Configuring Cisco IP IVR or Cisco IP QM for IPCC Enterprise Important Cisco IP IVR and Cisco IP QM Dependency Check List
CRS Route Points (DNIS and label for the ICM Translation Routing Route Points translation route in the ICM Configuration that (DNIS and label) maps the route point in CRS) CTI Port Group IDs VRU connection port CRS script names CRS enterprise ECC (Extended Call Context) variable names ICM peripheral trunk group numbers VRU connection port in the ICM system ICM VRU Script names ICM enterprise ECC variable names
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Chapter 9
Installing and Configuring Cisco ICM for IPCC Enterprise
This section briefly describes Cisco ICM software, what needs to be installed and configured before you install and configure ICM software, and an ICM configuration that needs to be done for IP IVR applications to work in an IPCC Enterprise system. Note: Although you can install Cisco ICM software before you install Cisco CallManager and Cisco CRS (IP IVR or IP QM) software, this guide places ICM installation and configuration last. If by chance you have installed ICM software in your contact center first, you should be aware of all the configuration dependencies described in this guide when you configure each product. For instructions on installing and configuring ICM for use in an IPCC Enterprise Environment, see the Cisco IP Contact Center Enterprise Edition Release 7.0(0) Installation and Configuration Guide (http://www.cisco.com/en/US/products/sw/custcosw/ps1844/ tsd_products_support_configure.html). You can also install and configure an IP IVR and IP QM system on a System IPCC enterprise system. For more information, see System IPCC Enterprise Installation and Configuration Guide Cisco IPCC Enterprise Edition. This section contains the following topics: About Cisco ICM (Intelligent Contact Management) Software, page 91 Cisco ICM Dependencies in an IPCC Enterprise System, page 92 Configuring the Cisco ICM System for the Cisco IP IVR System, page 93 Installing and Configuring Agent and Supervisor Desktops for IPCC Enterprise, page 94 Cisco ICM Documentation, page 94
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Installing and Configuring Cisco ICM for IPCC Enterprise Cisco ICM Dependencies in an IPCC Enterprise System
The basic ICM software in an IPCC Enterprise system includes the following components: CallRouter, Logger, Peripheral Gateway with a Cisco CallManager PIM and an Cisco IP IVR/QM PIM, CTI Server, and Admin Workstation.
On the Cisco CallManager, you must have: Created a Cisco CallManager PG user and associated the user with CTI Route Point(s) and CTI Port(s). Enabled CTI for the Cisco CallManager PG user.
2. Install Cisco IP IVR or Cisco On the Cisco IP IVR/ Cisco IP QM system, you must have: IP QM if your IPCC Enterprise system will use Cisco IP IVR Configured one CTI Route Point for each post route number and/or one for each translation route DNIS. or Cisco IP QM. Configured the VRU Port Group. Configured the ICM subsystem. Predefined in the CRS Editor any enterprise ECC variables and uploaded VRU scripts. Specified the VRU Connection Port. Configured translation routing on the Cisco IP IVR or Cisco IP QM.
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Installing and Configuring Cisco ICM for IPCC Enterprise Configuring the Cisco ICM System for the Cisco IP IVR System
Configuring the Cisco ICM System for the Cisco IP IVR System
To enable the Cisco ICM system to communicate with the Cisco IP IVR system, you must: Add an ICM VRU PIM to an ICM VRU Peripheral Gateway. Create a Type 2 Network VRU in the ICM Configuration Manager. Then select the name of this NetworkVRU in the Advanced tab of the ICM VRU PIM configuration. Define the necessary ICM Labels. Create separate ICM call types for IP IVR applications and queuing applications (not essential, but a good practice that can be helpful in preparing reports). Define ICM Expanded Call Variables. Configure Announcements. Define ICM VRU Scripts. Configure an ICM Service for Translation Routing. Configure an ICM Service for Post Routing. For complete instructions on configuring ICM for use in an IPCC Enterprise Environment, see the Cisco IP Contact Center Enterprise Edition Release 7.0(0) Installation and Configuration Guide at (http://www.cisco.com/en/US/products/sw/custcosw/ps1844/ tsd_products_support_configure.html).
In the ICM Configuration Manager, select Tools > Explorer Tools > PG Explorer. Click Retrieve. Select the IP IVR peripheral. In Configuration Parameter text box, enter /ASSUME_ANSWERED. Click Save.
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Installing and Configuring Cisco ICM for IPCC Enterprise Installing and Configuring Agent and Supervisor Desktops for IPCC Enterprise
Installing and Configuring Agent and Supervisor Desktops for IPCC Enterprise
You can deploy either Cisco CTI OS or Cisco Agent Desktop/Cisco IPCC Supervisor Desktop in the IPCC Enterprise system to provide agent and supervisor desktops. Cisco Computer Telephony Integration (CTI) and Cisco Agent/Supervisor Desktop (CAD) are server-based CTI solutions that provide desktops used by contact center agents and supervisors. For instructions on installing and configuring Cisco CTI OS software, see Cisco CTI Documentation (http://www.cisco.com/en/US/products/sw/custcosw/ps14/ tsd_products_support_series_home.html.) For instructions on installing and configuring the CAD Desktop software, see the CAD (Cisco Agent Desktop) Installation Guide at (http://www.cisco.com/en/US/partner/products/sw/ custcosw/ps1846/prod_installation_guides_list.html).
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Chapter 10
Deploying the BasicQ.aef Script
This section describes: How CRS Scripts Work in an IPCC Enterprise System How the BasicQ.aef Script Works Required BasicQ.aef Configuration Tasks Testing Your Deployment Note: If you have installed Cisco IP IVR, you can also test your IPCC Enterprise system with the Cisco AutoAttendant (aa.aef). See How to Deploy the Sample Script, aa.aef (page 79). The BasicQ.aef script works with both Cisco IP IVR and Cisco IP QM. This section contains the following topics: How CRS Scripts Work in an IPCC Enterprise System, page 95 How the BasicQ.aef Script Works, page 96 Required BasicQ.aef Configuration Tasks, page 97 Testing Your Deployment, page 98
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The following example ICM VRU script shows the ICM script running two different CRS scripts, CollectDigits and BasicQ that provide two different call-handling steps in the ICM VRU script.
Figure 27: Example ICM VRU Script
ICM VRU scripts run when the Cisco ICM system sends a Run VRU Script request to the Cisco CRS system using a Run External Script node in an ICM script. However, before the Cisco ICM system can run a VRU script, you must have configured the CRS script that the VRU script is to run, uploaded it to the CRS Repository, and mapped it to the ICM VRU script. For related Cisco Customer Response Solutions documentation, see Documentation for Administrators and Application Developers (http://www.cisco.com/en/US/products/sw/ custcosw/ps1846/tsd_products_support_series_home.html) For related IPCC Enterprise documentation, see IPCC Enterprise Edition Documentation (http://www.cisco.com/en/US/products/sw/custcosw/ps1844/ tsd_products_support_series_home.html). See Also Cisco CRS Scripting Series: Volume 1, Getting Started Developing Scripts Cisco CRS Scripting Series: Volume 2, Editor Step Reference Cisco CRS Scripting Series: Volume 3, Expression Language Reference Cisco Customer Response Solutions Administration Guide Cisco IP Contact Center Enterprise Edition Release 7.0(0) Installation and Configuration Guide System IPCC Enterprise Installation and Configuration Guide Cisco IPCC Enterprise Edition
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agent phone becomes free and the Cisco ICM system can route the call to the agent. This script has no variables defined. The Cisco CRS system accepts the call with the Accept step. Next, it plays the ICMStayOnline.wav file using the Play Prompt step, then puts the call on hold for 30 seconds using the Call Hold and Delay steps. The script uses the Call UnHold step to take the call off hold, plays the ICMWait4NextAvail.awv file, and then puts the call back on hold for another 60 seconds. This sequence repeats until a cancel and then a connect are sent to connect the call through the ICM system to an available agent or the call is released. The following example ICM VRU script shows how that script calls the CRS BasicQ.aef script as a function in the ICM script.
Figure 28: Example ICM BasicQ VRU Script
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Configuration Guide at (http://www.cisco.com/en/US/partner/products/sw/custcosw/ps1844/ tsd_products_support_series_home.html). To configure the BasicQ.aef script, do the following.
Task Configuration Location
1. Configure a port group and a trigger for ICM translation routing. 2. Upload the CRS BasicQ script. 3. Create the CRS application, BasicQ.
Go to the CRS Administration JTAPI Call Control Group Configuration web page by selecting Subsystems > JTAPI. Go to the CRS Administration Script Management web page by selecting Application > Script Management and then click Upload new Scripts. Go to the CRS Administration Application Configuration web page by selecting Applications > Application Management and then click Add a New Application.
4. Add the BasicQ ICM VRU script. Go to the CRS Administration ICM Configuration web page by selecting Subsystems > ICM. Then click ICM VRU Scripts and next click Add a new VRU Script. Select the BasicQ.aef script and enter BasicQ for the name. 5. Configure the BasicQ VRU script Go to the Network VRU Script List dialog box by selecting from the ICM in the Cisco ICM system. Configuration Manager Tools > List Tools> Network VRU Script List. Click Retrieve and then Add. Note: Make sure that the VRU Script Name you enter in the Cisco ICM system matches the VRU Script Name configured on the Cisco IP IVR system and the Enterprise Name matches the name of the script called in the Run VRU Script call in the ICM Script Editor.
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Using your own data or the preceding example data, verify the following sequence of events for your system: 1. A caller dials 3000 from phone 9501. 2. The caller listens to IP IVR play BasicQ music. BasicQ is the name of the VRU script. 3. Agent 24 logs in to phone 9502 using Cisco Agent Desktop. 4. The state for Agents 24 changes to the ready state. 5. The IP IVR music stops. 6. Agent 24 gets a screen pop on the Agent Desktop along with a phone ring. 7. The caller can then hang up or the Agent can drop the call through Cisco Agent Desktop software.
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Chapter 11
Managing Cisco IP IVR
When you have provisioned the telephony and media resources, the Cisco IP IVR system, additional subsystems (if required) and configured the Cisco script applications, then you can manage the following files: Prompt, Grammar, and Document Files Central datastore, Cisco CRS repository This section contains the following topics: Managing Prompt, Grammar, and Document Files, page 101 Managing Cisco CRS Datastores, page 102
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through the Cisco CRS clusters repository datastore, where the prompt, grammar, and document files are created, stored, and updated. Note: The Cisco CRS Server's local disk prompt, grammar, and document files are synchronized with the central repository during Cisco CRS engine startup and during run-time when the Repository datastore is modified. For more information, refer to the Cisco Customer Response Solutions Administration Guide.
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Glossary
Glossary
ACD
Automatic Call Distribution. A feature that automatically routes incoming calls to the next available or longest idle agent or attendant in a line hunt group.
Alarm
Signals that declare the run-time status and state of the Cisco CRS system and provide information for troubleshooting. Alarms can be forwarded to a Syslog server, to an SNMP trap subagent, or to a Windows Event Log.
Alarm catalog
A list of alarms and their properties. The definition for each alarm includes the alarm name, a description, an explanation, recommended actions, and related information.
Alarm message
An alarm name followed by the reason for the alarm or the module name.
Alarm service
A Windows service that receives alarms from the Cisco CRS Engine and its subsystems.
Application
In general, an application is a program that helps you accomplish a specific task; for example, a word processing program, a spreadsheet program, or an FTP client. Applications should be distinguished from system programs, which control the computer and run applications, and utilities, which are small assistance programs. In Cisco CRS, an application represents a configured combination of one or more triggers, a script, and the values for any parameter in that script.
Glossary 103
Glossary
Application Engine
A group of Java beans that can be combined in many ways to create applications such as IP IVR. The Application Engine is the execution vehicle for all CRS based applications including IPCC Express Edition, IP IVR, and IP Queue Manager scripts.
ASR
Automatic Speech Recognition. A technology that allows users of IVR systems to speak entries rather than enter numbers on a keypad.
Automatic Call Distribution
See ACD.
Automatic Speech Recognition
See ASR.
Call control group
Allows you to control how the Cisco CRS system uses CTI ports.
Call queuing
Cisco Discovery Protocol. Media- and protocol-independent device-discovery protocol that runs on all Cisco-manufactured equipment including routers, access servers, bridges, and switches. Using CDP, a device can advertise its existence to other devices and receive information about other devices on the same LAN or on the remote side of a WAN. CDP runs on all media that support SNAP, including LANs, Frame Relay, and ATM media.
CISCO-CCM-MIB
Cisco CallManager Management Information Base. Exports the data in the Cisco CallManager database and other data sources. Examples of data exports include Cisco CallManager group tables, region tables, time zone group tables, phone detail tables, gateway information tables, and status traps.
Cisco CRS
Execution vehicle for CRS scripts. The Cisco CRS Engine can run multiple scripts simultaneously. On startup, the CRS Engine loads all scripts and configuration information from the CRS configuration datastore server. Individual scripts can be updated in real time and manually pushed to the Cisco CRS Engine without restarting the engine. scripts that are running when a download occurs will not be affected by updates; they will run to completion with the pre-update logic. One Cisco CallManager can support multiple Cisco CRS engines, but the Cisco CRS engines bind to only one Cisco CallManager.
Glossary 104
Glossary
A Windows service automatically installed as part of Cisco CRS installation that receives alarms about system events from the Cisco CRS Engine and its subsystems. These alarms are defined in XML format in files called catalogs, which are set up as part of the Cisco CRS installation process.
Cisco CRS Editor
A Windows tool with which application designers create new scripts or modify existing scripts. The visual scripting tool allows designers to drag and drop call-flow steps from a palette into the main design window.
Cisco CRS Engine
Execution vehicle for CRS scripts. The Cisco CRS Engine can run multiple scripts simultaneously. On startup, the CRS Engine loads all scripts and configuration information. Individual scripts can be updated in real time and manually pushed to the Cisco CRS Engine without restarting the engine. scripts that are running when a download occurs will not be affected by updates; they will run to completion with the pre-update logic. One Cisco CallManager can support multiple Cisco CRS engines, but the Cisco CRS engines bind to only one Cisco CallManager. In CRS 4.0, one Cisco CallManager supports many CRS Clusters (and not just one engine) and one CRS cluster, which may contain up to 2 CRS Engines, binds to one Cisco CallManager
Cisco Discovery Protocol
See CDP.
Cisco Media Termination
See CMT.
CISCO-VOICE-APPS-MIB
Cisco Voice Applications Management Information Base. Provides information about supported SNMP traps.
CiscoWorks
CiscoWorks, available as a package separate from CRS, provides a suite of web-based applications for managing Cisco devices. It is the network management system (NMS) of choice for the Cisco CRS system and for other Cisco devices. The Cisco CRS system integrates with the following CiscoWorks applications: IP Telephony Monitor, Resource Management Essentials, and Campus Manager.
Cluster
The grouping together of a group of servers (computers) into a single unit. If Cisco CRS components are deployed on a single server, the cluster consists of that server. If Cisco CRS components are deployed on multiple servers, the cluster includes the Cisco CRS server, expansion servers, and standby servers on which you installed Cisco CRS.
Glossary 105
Glossary
Cluster profile
The Cisco Customer Response Solutions Administration web page (home page) displays information about the cluster profile. A cluster profile includes data relating to the Cisco CRS servers, components, and licenses installed in a cluster.
CMT
Cisco Media Termination. An option to terminate the media on an agent's personal computer.
Codec
See CSV.
Component
An installation unit, either hardware or software, that you can install in a CRS system. CRS software components include the CRS Engine, the Database component, the Monitoring component, and the recording component. Hardware components include servers and client computers. You select the components you want when you install the system.
Configuration Datastore Server
The CRS Configuration Datastore Server (CDS) manages and shares configuration, component, and application information within the Cisco CRS cluster and communicates with Cisco CallManager
Configuration file
See CSQ.
CRS Datastores
Components that allow you to manage and monitor historical, repository, and configuration data across all servers in the Cisco CRS cluster.
CSQ
Contact Service Queue. In Cisco IP IPCC Express, a CSQ is a call queue associated with one and only one Cisco CallManager CTI Route Point.
Glossary 106
Glossary
CSV
Comma-separated value. A text file format used as a way of recording database fields.
CTI
Computer Telephony Integration. The name given to the merger of traditional telecommunications (PBX) equipment with computers and computer applications. The use of caller ID to retrieve customer information automatically from a database is an example of a CTI application.
CTI Port
A virtual port, analogous to a trunk line in a traditional ACD or PBX setting. A CTI Port allows access to the post-pouting capabilities of Cisco IP IVR.
CTI Port Group
A virtual device that can receive multiple simultaneous calls for the purpose of application-controlled redirection.
Customizer
A window used to configure the properties of a step in the Cisco CRS Editor.
Datastores
In a programming language, a set of data with values having predefined characteristics. Examples include integer, floating point unit number, character, string, and pointer. Usually, a limited number of such data types come built into a language. The language usually specifies the range of values for a given data type, how the values are processed by the computer, and how they are stored.
Default script
A script that gracefully terminates a call in the event of an error in the main script.
Deployment scenario
Dual Tone Multi-Frequency. The signal to the telephone company that is generated when you press a key on a telephone keypad. With DTMF, each key you press on your phone generates two tones of specific frequencies. So that a voice cannot imitate the tones, one tone is generated
Glossary 107
Glossary
from a high-frequency group of tones and the other from a low-frequency group. IPCC telephone keypad presses resulting in DTMF is often used to capture customer input to IVR prompts.
Dual Tone Multi-Frequency
See DTMF.
Event
An occurrence that is significant to an application and that may call for a response from the application.
Excel (XLS) format
An additional server, not included in a minimal configuration, that you can add to your Cisco CRS deployment to expand your capacity for handling contacts in the Cisco CRS cluster. For example, you can activate the CRS Database, Monitoring, and Recording components on separate, additional servers.
Export
To convert a file from the format of one application to the format of another application, or to move data out of one file and import it into another file.
Expression
A formula, evaluated when a Cisco CRS script executes, to determine the value of a variable.
Field (also database field)
An item in a database record. For example, Name, City, or Zip Code. A group of fields make up a record.
Grammar
An optional server in a Cisco CRS deployment that provides failover capability. A high availability server automatically takes over for its corresponding active server within 5 seconds if the active server becomes unavailable.
ICM
Intelligent Contact Management. The Cisco IPCC enterprise component that is responsible for making routing decisions and performing ACD functions. In CRS 4.5, with the IPCC Gateway PG, IPCC Express can be integrated as an ACD with the ICM software.
Glossary 108
Glossary
ICM subsystem
A subsystem of the Cisco IP IVR system that allows that system to interact with Cisco ICM enterprise software. Cisco ICM provides a central control system that directs calls to various human and automated systems, such as Voice Response Units (VRUs) and ACDs.
Interactive Voice Response
See IVR.
IPCC Enterprise
Internet Protocol Contact Center. IPCC Enterprise functions as a virtual ACD. Capabilities of Cisco IPCC enterprise include intelligent multichannel contact routing, ACD functionality, network-to-desktop CTI, IVR integration, call queuing, and consolidated reporting.
IPCC Express Call Monitoring Server
A CRS server that maintains Cisco IPCC Express call statistics and that provides for recording and call monitoring for Cisco IPCC Express Enhanced.
IPCC Express Edition
Cisco IPCC Express is an application that uses the Cisco Customer Response Solutions (CRS) platform to provide a multimedia (voice, data, and web) IP-enabled customer-care environment to enhance the efficiency of contact center. IPCC Express is available in Cisco IPCC Express Standard, Cisco IPCC Express Enhanced, and Cisco IPCC Express Premium packages.
IP Phone Agent
An IPCC Express agent without a personal computer. The agent logs in, logs out, and changes states using the Cisco IP Phone screen.
IP Queue Manager
Cisco IP Queue Manager. An IP-based call treatment and solution that provides powerful call-treatment options as part of the Cisco IPCC solution.
IVR
Interactive Voice Response. A systems that provides information as recorded messages over telephone lines in response to user input in the form of spoken words or, more commonly, DTMF signaling.
Java Database Connectivity
See JDBC.
Glossary 109
Glossary
See JTAPI.
JDBC
Java Database Connectivity. A Java API that enables Java programs to execute SQL statements, allowing Java programs to interact with any SQL-compliant database. Because nearly all relational DBMSs support SQL, and because Java itself runs on most platforms, JDBC makes it possible to write a single database application that can run on different platforms and can interact with different database management systems (DBMSs). JDBC is similar to Open Data Base Connectivity (ODBC) but is designed specifically for Java programs, whereas ODBC is language-independent.
JTAPI
Java Telephony Application Programming Interface. A call control model developed by Sun Microsystems.
JTAPI call control groups
A pooled series of CTI ports that the Cisco CRS system uses to serve calls as they arrive at the Cisco CRS server.
Log file
See CMT.
MIB
Management Information Base. Database of network management information that is used and maintained by a network management protocol, such as SNMP or CMIP. The value of a MIB object can be changed or retrieved using SNMP or CMIP commands, usually through a graphical user interface network management system. MIB objects are organized in a tree structure that includes public (standard) and private (proprietary) branches.
MRCP
Media Resource Control Protocol. An application level protocol that enables client devices requiring audio/video stream processing to control media service resources like Speech Synthesizers (TTS), Speech Recognizers (ASR), Signal Generators, Signal Detectors, Fax Servers, and so on over a network. This protocol is designed to work with streaming protocols like RTSP (Real Time Streaming Protocol) or SIP (Session Initiation Protocol) which help establish control connections to external media streaming devices, and media delivery mechanisms like RTP (Real Time Protocol).
Glossary 110
Glossary
Node
Peripheral Interface Manager. The Cisco proprietary interface between a peripheral device and the Peripheral Gateway.
Ports
A message from a computer that asks the operator to do something, such as enter a command, enter a password, or enter data, or that indicates that the computer is ready to accept input.
Publisher
The source of data across all servers in the Cisco CRS cluster. The Publisher is the main CRS database. It includes configuration as well as call-flow data. All data is written to this database, with the subscriber database(s) getting the data from the publisher and synchronizing that data with the publisher data. If the publisher fails, then data is written directly to the subscriber(s) database. When the publisher comes back on line, it synchronizes its data with the data currently in the subscriber(s). When done, it takes over again as publisher.
Purge
See RTP.
Glossary 111
Glossary
In a database, a group of fields that make up one complete entry. For example, record about a customer might contain fields for name, address, and telephone number.
Repository
The datastore where Cisco user scripts, prompts, grammars, and documents are stored. You manage your Cisco user scripts with the CRS Application Administration.
Resource
Real-Time Transport Protocol. One of the IPv6 protocols. RTP is designed to provide end-to-end network transport functions for applications transmitting real-time data, such as audio, video, or simulation data, over multicast or unicast network services. RTP provides services such as payload type identification, sequence numbering, time stamping, and delivery monitoring to real-time applications.
Scheduler
A program that resides on a CRS Historical Reports client computer. The Scheduler maintains information about each scheduled report, including when the report should execute and what information the report should contain. The scheduler also executes scheduled reports at their scheduled times, based on the time and date of the CRS Historical Reports client computer
Script
A sequence of steps constructed in the Cisco CRS Editor. Scripts are sometimes also called "flows," "call flows" or "work flows" since scripts control the flow of a call.
Server
A computer that provides services or resources to other computers (called clients) connected to it through a network. CRS has three types of servers: active, standby, and expansion.
Service
A program, routine, or process that performs a specific system function to support other programs, particularly at a low (close to the hardware) level.
Serviceability
Enables remote network management support for the Cisco CRS system. Serviceability enables this support through CiscoWorks and through any other third-party network management system (NMS) that uses standard protocols.
Glossary 112
Glossary
Historical reporting seats are also called historical reporting sessions. Historical reporting sessions (seats) refer to the number of historical reporting clients that can be started at the same time on different client machines.
Session (script)
An object that stores information about a caller as they move through a script.
Session Initiation Protocol
See SIP
Simple Network Management Protocol
See SNMP.
SIP
Session Initiation Protocol (SIP) is a protocol developed by the IETF MMUSIC Working Group as an alternative to H.323. SIP features are compliant with IETF RFC 2543, published in March 1999. SIP equips platforms to signal the setup of voice and multimedia calls over IP networks.
Skill
Designated competency of an agent in a given area. Enables agents to handle calls associated with their expertise.
Skill Based Routing
Simple Network Management Protocol. The standard protocol for network management software. Using SNMP, programs called SNMP agents monitor devices on the network. Another program collects the data from the agents. The database created by the monitoring operations is called a management information base (MIB).
SNMP agent
Simple Network Management Protocol agent. Hardware or software that monitors devices on a network. Data from an SNMP agent, which is contained in a MIB, helps in network management and troubleshooting.
SNMP service
A Windows service that provides a framework for SNMP and provides the SNMP agent that interfaces with SNMP subagents.
Glossary 113
Glossary
SNMP subagent
Cisco provides SNMP subagents to support each Cisco MIB. The SNMP service loads the Cisco SNMP subagents and it exchanges SNMP messages with the SNMP subagents. The SNMP service formats information as MIBs and sends this information to a Network Management System (NMS). It also sends traps from the SNMP subagents to the appropriate SNMP trap receivers.
Standby server
The server that takes over for the active server in what is called a failover when (or if) the active server becomes unavailable. Cisco CRS lets you deploy up to two standby servers for high availability. With high availability, if an active server becomes unavailable, the standby server immediately and automatically becomes the active server.
Step
The server in a CRS cluster that receives data from the Publisher server. The Publisher/Subscriber database model enables CRS to provide high-availability (all data to be available on the multiple nodes of the cluster) and failover support.
Subscription Agent
Actively replicates data between the Publisher and Subscriber. Since CRS uses bi-directional replication, the subscription agent replicates data from the Publisher to the Subscriber as well as from the Subscriber to the Publisher.
Subsystem
A Cisco standard that allows for logging of errors across an enterprise. Provides local logging of network events to files. Also provides remote logging to various systems via standard protocols.
Table (also database table)
See TTS.
Glossary 114
Glossary
A TCP/IP utility that allows you to determine the route packets are taking to a particular host. Trace route works by increasing the "time to live" value of packets and seeing how far they get, until they reach the given destination.
Trap (also SNMP trap)
A program interrupt, usually caused by some exceptional situation in an application. In most cases, after such an interrupt, the operating system performs some action, then returns control to the application.
Trigger
Signals that respond to incoming contacts at a specified route point by selecting telephony and media resources to serve the contact and invoking application scripts to handle it. The CRS system uses JTAPI triggers to start responses to telephone calls and HTTP triggers to start responses to HTTP requests. In these cases, telephone numbers and Web addresses (associated with the triggers) act as the triggers.
TTS
Text-to-Speech. A speech synthesis application that creates a spoken sound version of the text in a document or database. TTS software must be bought from a separate vendor.
TTS Client
A dedicated server that converts text into speech and plays it back to the caller.
Variable
Voice Extensible Markup Language. Allows a user to interact with the Internet through voice-recognition technology.
XML
Extensible Markup Language. A programming language developed by the World Wide Web Consortium that allows Web developers to create customized tags that will organize and deliver efficiently. XML is a metalanguage, containing a set of rules for constructing other markup languages.
Glossary 115
Index 116
Index
testing....80, 98
Index
aa.aef script....79, 80 configuring....56, 60, 80, 86, 93 how to deploy....79 agent....57, 102 datastore....102 IP phone setup....57 agent desktop....94 types....39, 94 analog trunks....18 ASR....31 dedicated server....31 automated attendant ....19 BasicQ.aef script....95, 96, 97, 98 configuration documentation....98 configuration tasks....97 deploying....95 how scripts work....95 how works....96 testing....80, 98 call flow concepts....37, 38, 40, 43 HTTP contact flow outside of IPCC....40 in an IPCC Enterprise system....43 JTAPI call flow outside of IPCC....38 summary flow outside of IPCC....40 tasks, sessions, contacts, channels....37 call flow control....44 within IPCC....44 calling search spaces....42 call variables....49 Cisco AutoAttendant....79, 80 configuring....56, 60, 80, 86, 93 overview....79
Cisco CallManager....31, 42, 55, 56, 57, 83 about....55, 91 checking phone configuration....57 configuration check list....56, 60 configuration dependencies....42, 50 configuring....56, 60, 80, 86, 93 configuring for IPCC....83, 86 installing....55, 59 Cisco CRS Engine....31 Cisco ICM....50, 91, 92, 93, 94 about....55, 91 configuration dependencies....42, 50 configuring ....93 dependencies....92 documentation....94 IP IVR application dependency....93 Cisco IP IVR....22, 23, 24, 25, 27, 28, 29, 31, 32, 34, 44, 59, 60, 71, 86, 89 administration menus....25 application configuration check list....71 application types....27 architecture....31 configuration check list....56, 60 configuration check list for IPCC....86 configuring....56, 60, 80, 86, 93 configuring for IPCC....83, 86 dependency check list....89 editor steps....28 features....20, 22 historical reports....28 installing....55, 59 installing for IPCC....86 IPCC Enterprise deployment model....34 product licensing features....25 real-time reports....29
Getting Started with Cisco IP IVR Customer Response Solutions 4.5(1)
Index 117
Index
scripts....22, 24, 49 standalone deployment model....32 subsystems....21, 23, 27 two ways of configuring with ICM....44 Cisco IP QM....20, 21, 22, 25, 27, 28, 34, 86, 89 administration menus....25 application types....27 cnfiguring for IPCC....86 configuration check list for IPCC....86 dependency check list....89 enterprise deployment model....34 features....20, 22 historical reports....28 how install....86 product licensing features....25 scripts....22, 24, 49 subsystems....21, 23, 27 Cisco MCS....17 server software....17 conditional routing....19 configuring....56, 60, 80, 86, 93 Cisco CallManager....31, 42, 55, 56, 57, 83 Cisco IP IVR....22, 23, 24, 25, 27, 28, 29, 31, 32, 34, 44, 59, 60, 71, 86, 89 ICM....93 IP IVR for IPCC....86 IP QM for IPCC....86 CTI route point....38 and Trigger....38 custom....18, 19 messages and music....18 scripting....19 variables....19 datastores....102 managing....101, 102 debuging....50
Getting Started with Cisco IP IVR Customer Response Solutions 4.5(1)
ICM problems in the IP IVR....50 default codec....43 deployment models....32 device....42, 43 locations....43 regions....42 Dialogue groups....39 purpose of....39 document files....101 managing....101, 102 DTMF....18, 101 capture input....18 managing grammar....101 Dual Tone Multifrequency....18 see DTMF....18 grammars....101 managing....101, 102 hardware configuration....17 HTTP contact flow....40 outside of IPCC....38, 40 ICM subsystem....47, 48, 49 call variables....49 script parameter separators....49 service control interface....48 VRU scripts....49 installing....55, 59 Cisco CallManager....31, 42, 55, 56, 57, 83 Cisco IP IVR....22, 23, 24, 25, 27, 28, 29, 31, 32, 34, 44, 59, 60, 71, 86, 89 IP QM....28, 31 architecture....31 editor steps....28 IP trunks....18 JTAPI call flow....38 outside of IPCC....38, 40 Labels....48
Index 118
Index
locations....43 media connections....43 messages....18 to callers....18 MRCP ASR....23 description....23 MRCP TTS....23 description....23 Open Database Connectivity....23 description....23 operating systems....18 overflow routing....19 interflow and intraflow....19 PDIOO....35 phone configuration....57 checking....57 post routing....45 prompts....101 managing....101, 102 queuing....19 support....19 read data....18 XML/HTTP....18 Redirects....39 how done....39 regions....42 routing....19 overflow....19 script parameter separators....49 scripts....22, 24, 49 VRU....49 self-service application....19 Service Control interface....48 software configuration....18 supervisor desktop....94
types....39, 94 translation routing....46 Trigger....39 types....39, 94 trunks....18 TTS....31 dedicated server....31 voice....31 gateway....31 VRU scripts....49 VXML....19 DTMF input....19
Index 119