Can you create a “killer” Contact Center Script?

Most Scripting engineers working with Contact Center deployments built on CISCO UCCX, ShoreTel ECC, or Avaya have amassed a collection of script subroutines.  These subroutines are used over an over, from script to script to avoid having to recreate them for each new deployment.   Most every script needs to check a holiday schedule, check for Service Level parameters and update language options.  Why not have your new script call on one of your existing library scripts, a technique used by software engineers since the first line of assembly code was written.

We have always been preoccupied with the concept of a “killer script”.  A single, reusable script that can reconfigure itself to meet the specific requirements of the call flow required to satisfy a particular contact center application.   This concept continues to preoccupy our thinking. Saving deployment resources also reduces deployment costs, implementation, test and turn up time.  It also eases long term maintenance and documentation efforts.

DrVoIP has emerged a “root” script that we use as the base line of any new deployment.   It contains a number of subflows, prerecorded generic prompts and call handling options that enable us to move a new call center to operational status quickly and with confidence that our code meets requirements, both known and likely to emerge as management experience is gained operating the new setup.

Using a “QueueOptions” XML file we are able to read in options that reconfigure the script each time it is launched.   Using DNIS as the variable that indexes the XML filewe can choose custom prompts, determine if a Menu, or IVR needs to be launched or if the caller needs to be routed directly to the agent pool.  We can also retrieve the name of the Agent Pool or CSQ, determine what options should be offered callers in queue and provide customize queue messages and even push out custom screen messages to the agent desktop.

The core script is the same for applications, the elements of which, are customized based on the called number.  We use a value that determines DIRECT, MENU, IVR, or UTILITY which will call on the necessary subflow to provide the custom call flow.   One CSQ might hear a different Menu of self navigation options then another caller might hear based on the number they dialed.

We have even emerged a range of custom numbers that minimize the potential for digit conflict.  We set the triggers in our applications, or the numbers that launch the script, to 3009998000-8999 for example.  This ten digit number looks like a typical +1 area code and number, but it can not be dialed.   As such it is an ideal way to standardize on a script that can be reused without having to worry about changing triggers.

The script can call subflows for options that might not be needed for each caller, but can be initiated if required.  For example, holiday checks, call back options, special emergency call center closings.   Audio Prompts are numbered to allow prompts to be specified but drawn from sub directories that are identified by the values stored in the XML file, indexed by the number called.  Using numbers instead of names also allows us to create a script that can allow a supervisor to re-record a specific prompt at will.

The UCCX version of this script, the generic audio prompt library and the QueueOptions.XML file is available in the subscription video library on the DrVoIP site next to nothing.  We have tested and debugged version 1 of this script using Version 8.5 Enhanced license, so I can be easily upgraded.   We will update the script with options for schedules, menus, prompt re-recording and interface it to some of our previously released modules.

Save the software!  We are now working on a similar concept for ShoreTel ECC.  The video walks you through the design concept and illustrates key elements of the core script.  Keep the cards and letters coming! – DrVoIP

Run ShoreTel on Vmware Player or Oracle VirtualBox!

With the release of ShoreTel Version 4.2 the company introduced the concept of virtual appliances. These software objects, had the potential of replacing the Orange ShorGear hardward boxes that typically characterize a ShoreTel deployment. The wisdom of trading the power of dedicated hardware based digital signal processing chips for the variable power of a shared computing resource aside, there are any number of advantages to using “virtual machines”. Currently ShoreTel supports Vmware ESXi and Hyper-V, so we thought we would push the envelop and try alternatives, for example Oricales Virtualbox and Vmware’s Fusion and Vmware player and see what results we could achieve. Just for kicks we thought we would see if we could inport and OVA file into Amazon Web Services and run a ShoreTel switch instance in the cloud!

The ShoreTel OVA and ISO files are distributed with Version 14.2 and you can link to them in several ways. They are in the intetput, ftproot folder on the ShoreTel HQ server. You will find two folders TSU and TSV, each with an OVA file and an ISO image. The TSU folder contains the objects necessary to create the Conference Appliance and the TSV folder contains the Phone and Trunk Switch objects. Think of the OVA file as a configuration profile that draws the outline of your virtual machine and defines the basic hardware configuration. The ISO image, contains the operating system. In the case of the ShoreTel ISO, it is in fact a Windriver Linux distribution, which has its roots (excuse the Linux pun) in the https://www.yoctoproject.org.

Clearly, ShoreTel is cutting the cost of goods, by reducing the need to produce Voice Gateways. It does not look to us however, that they are passing any of that reduction off to end users however. The cost of implementing a virtual ShoreTel Gateway is not much different than the cost of actually buying the hardware solution. The motivation for using the Virtual machines must be based on something other than acquisition cost. For we engineers however, it is fun to play with. You can spin up a machine in short order and use if for 45 days before you have to pay for the licenses. In the case of the conference appliance, there does not appear to be any cost other than the hardware used to run your Virtual Machine.

There appears to be three options for virtualization: the conference server; a phone switch and a trunk switch. The conference server lets you create an environment for web based conferencing and desktop sharing. The phone switch is a direct replacement for the ShoreGear family of users switches. Likewise the Trunk Switch, enables you to create SIP Trunks. If you have no hardware to connect, there is no reason that you can not put your users on a virtual switch. In fact if you have no copper connected to your VoIP deployment in the form of analog phones, telephone company analog lines or digital lines, your entire ShoreTel soltuion can be a figment of your imagination, living only in a virtual world, HQ server included!

Ingate apparently has made a Session Border Controller that is virtualized and may be integrated with the ShoreTel Trunk Switch, but we have yet been able to get a test device in our lab. Having a Virtual Switch configured and available as a “fail-over” solution or secondary switch in a ShoreTel deployment makes a lot of sense to us. You can configure the switch, put it live in your deployment and you only pay for it if you actually fail users over to it and you have 45 days to think about it! We have been able to successfully deploy ShoreTel in an Amazon Cloud, completely in software, using SIP trunks and remote phone registrations over VPN. There are lots of powerful options for deploying a virtualized ShoreTel, limited only by your imagination!

We attempted to deploy ShoreTel on an Oracle VirtualBox but keep running into an issue with the network adapter settings. The ESXi version of Vmware allows you to create a soft ethernet switch and route it to the rest of yoru network. The VirtualBox achieves the same flexibility allows you to NAT, Bridge or establish a host only NIC card. As the Virtualized ShoreTel switch needs to communicate with the rest of your deployment, you need configure the NIC card to Bridge or NAT. Both Fusion on a MAC and VMware Player on PC’s resulted in working ShoreTel switches without to much drama. We were able to bring up VMware Player on the ShoreTel HQ server and build out a Conference Server replacement for the SA-100 Hardware solution with little issue.

Candidly, these are not supported ShoreTel configurations, but we are just engineers playing with all the kool stuff! Remember that if you clone your virtual machines you will need to change the NetBios names and IP addresses before they can be useable in the same deployment. The embedded video is an overview of how to configure both the Free Oracle Virtual Box and the Vmware Fusion for Mac and Vmware Player for Windows to run ShoreTel. Keep the cards and letters coming and remember to support the GNU project!

 

 

 

SIP as a Disaster Recovery Strategy? EtherSpeak answers the call!

As a standard deployment practice, we at DrVoIP implement SIP trunks as a “fail over” on every system we install.   As reliable as your PRI circuit has been, they do fail from time to time!  In fact, we recently lost 27 PRI’s at a major San Diego Hospital when a carrier ( who’s name will remain anonymous) experienced a fiber cut taking out most of their clients in the region!  Stuff happens!   Having an alternative circuit in place is not only a wise step to take, but by using SIP,  can be very economical.     We find that most carriers offer a “circuit down” capability that  can automatically reroute incoming calls to another number if they detect a “D” channel failure, a sure sign that your PRI is out of service.   If you have not yet done so,  you should get with your carrier and set this up as many carriers require that this feature be programmed into their central office switches and is not something that can be easily done on demand.   This should be configured in advance of a real system failure, and always on line, ready for use!

EtherSpeak Inc,  always the innovator and at this point a “senior citizen”  in the SIP service community,  is now offering an intriguing disaster recovery product free of initial charge!    Throughout June, you can add a three channel SIP trunk, 100 minutes of talk time and a Virtual DID number for absolutely no cost!   EtherSpeak was among the first providers to interconnect with ShoreTel systems, for example, without the need for a Boarder Controller.   They simply built a private IP-sec site to site  tunnel, from your system to their soft-switch.  This is a huge savings in both money and aggravation!    This is an extraordinary value and eliminates any excuse for not implementing a disaster recovery plan to assure telephone calling services in the event your PRI goes down!   Simply work with your carrier to have your main telephone number call forwarded to the virtual DID number provided by EtherSpeak and callers will never know your PRI failed!   Calls will ring in over the SIP trunk and be handled by the ShoreTel like any normal phone call.   Clearly, you only have three circuits, but EtherSpeak will be happy to increase the number of circuits.  In fact, you might find that SIP is really all you need and you might just migrate over to EtherSpeak as your main provider!

The adoption rate of SIP technology,  by both large and small enterprises, is staggering!  Once the domain of only the true geek,  today SIP is a very reliable, cost effective and  viable alternative to traditional copper circuits.    The EtherSpeak disaster recovery package is not only a prudent business continuity move,  but it will allow you to get comfortable with SIP.   Remember a PRI commits you to 23 paths regardless of how many you actually need.  If you need 30 talk paths, the only way to get that capacity with PRI is to contract for a second 23 talk path circuit!  SIP enables you to purchase exactly what you need and you may even be able to “burst” upwards if special circumstances require more talk paths!   Truth be told, your carrier is most likely delivering your PRI over a SIP trunk anyway!  As the cost of maintaining copper lines has continued to escalate, carriers have been slowly migrating over to soft switches that bring SIP trunks to the customer premise.  Using an Integrated Access Device or IAD,  the SIP trunk is then  converted back to a PRI for hand off to your PBX.    If you have a ShoreTel T1/PRI switch you can re-purpose that switch by converting it for use as a DSP resource to support your SIP trunks, so your original equipment investment is protected.

We are not sure what you have to lose?   Free installation, no additional equipment, free virtual number and 100 free minutes of talk time?    Let the boss know you are thinking and taking actions in the best interest of protecting the business and get with the good folks at EtherSpeak by clicking here and taking advantage of this free offer!

Free Tools for Network Monitoring and VoIP assessments!

A network assessment and a trouble shooting effort are differentiated only by a matter of time an the level of urgency.   Effective network administration means that you are always troubleshooting and always proactively looking for anomalies that can negatively impact the quality of service on your network, trash your voice and video communicates;  and compromise the confidentiality and integrity of your data!   A network assessment should be a proactive, around the clock activity of monitoring bandwidth utilization, network throughput, jitter, latency and access.    This is the  process of monitoring the “health” of your network and it is the base line on which we can determine “normal” and set traps and alarms for “abnormal”.    Without a base line trend for our network, the only way we would recognize a network problem, is when the users population, beats a path to your door!

When we find an anomaly in our network, a change in the normal trend of traffic and utilization we move into the “who done it” mode.  It is no longer useful to know that bandwidth utilization has now exceeded our historically documented level of “normal”.   We need to know what protocol is using the bandwidth,  what ports are generating the traffic and what is the legitimacy of the traffic.  This requires a different set of tools than that which you might use for “health check” related monitoring activities.  This is often where we see the difference between “freeware” tools and software solutions that have a hard dollar acquisition cost and a subscription maintenance cost.   Bandwidth, Jittery and Latency is one set of measurements.   Protocol analysis and simulations an entirely different set of issues.

There are a variety of free tools that can help you setup monitoring for the purpose of “health checks”.   Generally, you will want to setup a dedicated “network monitoring” server.   Again, there are all kinds of tools on available for this purpose.   We recommend that you set up a dedicated monitoring sever, and that you make use of Centos or some other Linux distribution, as most of the serious network tools are written for Unix based machines.   For example Cacti,  Nagios, Munin  and Zabbix are all very powerful health monitoring solutions, with very active community support and software extensions.   For those of you who prefer working on Windows platforms, you might consider downloading XAMP for windows!   Lets not forget that we have wireless components in our network and we strongly recommend the Xirrus Wifi Inspector be added to your tool kit, though it is only available for Windows.

Most of your key hardware components, including your network switches, routers and firewalls have embedded tools for analysis.   For example, seeing that a particular segment of a network is breaching historical bandwidth utilization standards, we can then drill down by inspecting the individual ports of an Ethernet switch.  We want to be on the look out for collisions, duplex mismatches, congestion and drop packets!  This can be nailed down to a specific network port and that will significantly reduce the scope of our investigation.     At this point we want to take a look at what protocols are running on the network and for this we need more specialized tools.   We urge you to have  WireShark  and or Microsoft Network Monitor available and that you be very comfortable in setting it up and also interpreting the information presented.  CISCO IOS has a number of advanced tools that can simplify your life.  For example, NBAR or network based application recognition, can identify protocols between network segments.  Netflow is also a core CISCO analysis tool that many of the freeware programs are built around.   Solarwinds will allow you to download and run a fully functioning version of its Netflow analysis tool for 30 days and it covers J-Flow, and other vendor versions of Netflow.  Understanding what Protocol is eating up your network bandwidth is an essential debugging step in your network analysis!

Most experienced network administrators will tell you that when it comes to trouble shooting, nothing replaces command line directives.   As that great Yogi Berra would say; “ You can observe so much by watching”.    Make liberal  basic iCMP commands of ping, traceroute and arp and also NetStat for machine specific path analysis.  A useful desktop tray tool for machine specific analysis is NetWork also free for the download.  On your Unix machines you can run the command line “iftop” which will show bandwidth utilization by IP and port.    There are also a number of online network tools and free downloads that can help you trouble shoot issues.   These would include IPChicken for determining what IP address you are presenting to the outside world; and angry IP port scanner.

A first time network assessment will looking at all of the above metrics but will also include physical level checks, and simulations of what future VoIP traffic might look like.    DrVoIP publishes a VoIP Network Assessment and readiness checklist that is available for free download in your membership portal!   Send an email request to DrVoIP and request a sample Statement of Work for a Network VoIP readiness assessment and we will send you one.

At the end of the day, a VoIP deployment will be as good as the network it is build on!  It is all about the network!

Holiday Check script is a great learning tool!

Most VoIP Engineers are not necessarily Software Engineers, so bringing up a Contact Center and scripting it are usually done by two different types of engineers.   Scripting engineers tend to have backgrounds in software development with formal education in programming structure and practices.  A solid experience in Java, PHP, Perl, SQL and other languages is very different that having a background in IP networking, telecommunications, QOS and MPLS!   That is not to say their are not Engineers that can do it all,  but you can either be a mile wide and an inch deep or an inch wide and a mile deep!  You can’t be an expert in everything!

Scripting a Contact Center using the CISCO UCCX editor and related tools is an area of  specialization.   Most engineers carry around a basic set of “start up” scripts to get a new UCCX off the ground, but most clients have contact center requirements that require CRM, Website and advance database integration that requires some additional depth of expertise in the area of software development.  Altering call flow based on external data elements is an essential part of any contact center today.  The need to retrieve data from sources outside of the script, or to update sources once the script completes has become  the minimum daily adult requirement for contact center scripting!

There is a HolidayCheck script that has been kicking around the CISCO UCCX landscape forever.  We first saw it in the Windows based UCCX before Version 8+.   It is actually a great script as it demonstrates a number of Java elements that are outside the normal cut and paste scripting ability of many newbies.   You will need to understand XML, Xpath, String Manipulation, Date Contractors and some other advanced data handling options that this script uses to modify call flow based on the day being a holiday or not.   For this reason, it makes for an  excellent learning tool if you want to get in their and dig into the details.

The  Script uses a simple XML data file containing a list of dates that are declared to be Holidays.   Generally, the script is a sub flow, called on by a parent script to determine if we need to close for the day.   The script first finds out what is the date today, then goes through the XML date list comparing each entry with todays date to make a holiday determination.  If it gets through the entire date list without a match, the returned value is false.  If it finds a match the returned value is true!  Very simple, however the process uses about every programming trick in the book and for that reason it is fun to learn how the script works.  It is highly efficient using less than 15 lines of code to do its magic!

We have also found the script to be useful for deriving other uses built on the same constructors.  For example, finding out if we should be open or closed based on the time of day.  The Time of Day Java bean in the UCCX library is great if you want to open and close once on a particular day.  If you want to open at 7AM, close at 11 for lunch, then open again at 1PM and close at 5, it is a bit more difficult.  Creating an XML document with the schedule for a particular CSQ, is a lot more useful!  In fact we can economize on script reuse by pulling CSQ details from a QueueOptions.xml file and dramatically alter the details of a specific CSQ while reusing the same core script!  XML is the way to fly, especially if you can use HTML and web technology to feed your script user specific call flow details like “call me back at this number” please.

Do to this kind of scripting you need to have a handle on string manipulation, XML,  data type conversions and Xpath.   For this reason the HolidayCheck script is a great learning tool.   The video walks throughout the details of this script and provides, we hope, some useful instruction.   We don’t know who wrote the original script, but it has been plagiarized by us all and it is remarkable when it is studied by those who want to learn its secrets!

Members can download the script from the DrVoIP.com site!

 

Top 5 Trends Transforming your Contact Center!

The Contact Center is being transformed at a rate of change that is beyond the ability of current management strategies to identify and react.   Most contact centers are still using 1990 thinking in a 2020 world!  The adoption rate of Smartphones, customer satisfaction scores through social media,  wide availability of video options, and the mobility of customer demographics are terrorizing your call center and what are you doing about it?  Still routing phone calls based on Area Code?   Queueing Callers on more incoming telephone lines, while employing less customer service representatives?  Unless you are Google or the IRS, neither of which cares about customer service, you are about to become extinct!  Here are the top five Contact Center Killers of traditional business models!

(1) Scheduled Call Back  – The traditional strategy for customer retention has been to increase the size of the “catchers mitt” by adding more incoming telephone lines.    Nobody ever says lets increase the number of agents answering incoming calls, but they are always quick to add more incoming telephone lines!   All this does is increase customer frustration, pressure agents to short change the current customer interaction and drive abandoned calls through the statistical roof!   Do not even consider this option until you have explored all the other options listed below!

(2) Mobile Phones –  Without exception, unless your client demographic is that of the Jitterbug generation, your clients are mobile phone users!  This means they have advanced smartphone functionality, SMS or Text capability and they are web savvy!   Tap the functionality of these devices to increase customer satisfaction while reducing over all costs.   Text messages can be used to initiate the Call Back function in  your contact center!   Smart Aps can be created to help clients “self navigate” through your call tree, with the the push of a single button!   Get Smart Phone integration into your contact center yesterday!

(3) Video Support – High “touch” now means Video!   The traditional talk path is narrow, strangles information and is inappropriate for todays high speed, information rich customer contact strategies.  Video offers a deeper and richer personal experience.  When it comes to “show me”, “teach me” and “help me” scenarios, one call completion statistics escalate when video is part of the contact center arsenal of customer satisfaction tools.   Get your Frequently Asked Questions into video format, or risk being ignored by a generation that might be able to read, but find YouTube a faster route to problem resolution.

(4) Social Media – Twitter can do more to damage your reputation than a bad restaurant review on Yelp!  What social media monitoring tools are in your contact center arsenal?  What website integration options have you implemented?   Can your Customer Service Representatives  open a real time video conversation with someone who has hit your website, or just told all their FB friends what the current hold time is in your Contact Center?

(5) Home base agents – did you read (1) above?   The availability of hight speed network connectivity, now makes it possible to tap a labor pool that has nothing to do with driving distance to the office! Quality, trained and experienced Customer Service representatives are out there, living where they want to live and are available to the Call Center that has put distributed workforce connectivity solutions in place.  Down the hall, or across the country, you can provide the exact same supervision, monitoring, and training for a remote customer service representative that you provide for that boiler room Contact Center that you heat, air condition, power and remains your biggest disaster recovery and business continuity challenge!

At DrVoIP we create software integrations that enable solutions for these Contact Center terrorists.    No need to throw out your current ShoreTel ECC or CISCO UCCX, we can wrap these solutions around your existing facilities with rapid deployment prototype options that have high impact and low exploration costs.    Click or Call!

Sending Text Messages to your Shoretel ECC or CISCO UCCX Contact Center?

We recently had an opportunity to create an emergency notification text messaging system for a financial service application built on ShoreTel iPBX and ECC technology. The requirement was to push out text based alerts to individual or groups of ShoreTel phones based on external events. These were typically stock tick updates and very time sensitive! The requirements document also required the ability to send text messages on manually on demand. The text messages would either be created by the Receptionist entering the text into a webpage for transmittal to the select phones or group of phones; or based on the receipt of a SMS text message. The SMS message would be relayed to the ShoreTel Phone API and then passed off to a group of phones for follow up by brokers as required to satisfy the client requests.

We have long contended that SMS application will find their way into the Call Center as triggers to initiate a scheduled call back as alternative to “please hold for the next available agent”. The opportunity to implement such an application was for us very exciting. Smartphones, undeniably ubiquitous, offer the possibility that customer service applications can be developed to enable customers to contact an inside “agent” without having to navigate a call tree! Why increase the number of telephone lines coming into your call center, just to put callers on hold until the next available agent can accept the call? People on hold, are people frustrated. If clients could just send a text message to the call center, targeted at the specific agent group responsible for problem or opportunity resolution, assured by return text message that they will be called at place and time certain, over all costs for all would be reduced and customer satisfaction increased. The concept of “abandoned” calls would be eliminated and real time reports, dramatically redefined!

We invision a Call Center in which there are actually very few incoming lines. The entire call center is based on Agents calling clients back based on agreed to call times defined in an incoming SMS Text message sent from a smart phone or smart phone application. The application, though functionally generic, could be made specific to a company product or service and also include the CRM links necessary for an Agent to service an account when they call the client back at the appointed time. This is a much more stream lined approach to Call Center operations in which telephone lines are optimized, Client service is customized and Agent time maximized.

There are any number of SMS gateways that can be integrated as an internal server or as a subscribed service and combined with the display functions of a ShoreTel phone to enable this scenario. Additionally, Waze can send real time location updates that can also be routed to ShoreTel phone displays. Imagine the application of location based services to SMS text messages out to the display of ShoreTel phones in a call center environment! ShoreTel does an excellent job of documenting the SDK and API interfaces necessary to support this application. In fact the standard API itself is more than useful and is demonstrated in the accompanying video.

Contact us with your ShoreTel application requests especially if they require SMS connectivity to your Call Center!

Slamming it with ShoreTel Call Manager desktop deployment option!

One of the challenges in any ShoreTel deployment is the desktop Call Manager client installation.   You can breeze through the complexity of a ShoreTel multi-server, multi-site deployment only to be foiled when the desktop clients need to be installed or updated.   Nobody wants the thankless task!  As most users do not have Local Administration rights to install software on their desktop machines, the system administrator gets a new task.   So it is either “sneaker net” or an Active Directory Group Policy push out.  Meanwhile, the ShoreTel deployment is otherwise complete!  Frustration as the entire deployment is good to go, but the desktop clients have yet to be installed or updated!  When does the admin team get here?
Now there is a tool out there that makes sense and can be a great help to the field implementation team, charged with getting the ShoreTel system installed, on time and on budget!   Enter the rock stars at AdminArsenal with a very kool software solution named PDQ deploy and put an end to this client install fiasco!   The product makes it easy to do a network based push out of the ShoreTel client, by the ShoreTel installation team as long as they have an Admin account and meet these two conditions: The target computers must be on the same network. This is not an over the Internet install.  The application or patch must support a silent install. Most do, however there are some who do not. The admin must determine what the silent parameter is (/s, /quiet, etc.) to do the push. (Here are package details).
Think if this as a great tool for a deployment in which the ShoreTel implementation team needs to do all the onsite work when they might not have access to the client desktop help desk.   PDQ will let you install MSI files to multiple computers!  If your are a ShoreTel VoIP engineer, you need to add this solution to your tool kit!  Check out a free trial!
Keep those comments comming!

UCCX Cheat Sheet – Agent Log-in in using Extension Mobility!

There is a two step process for logging into the systems if you are a mobile worker.   The first step is to log into a Telephone and make the phone your Extension number.  The Second Step is to log into the CISCO Agent Desktop (i.e. CAD) and make yourself ³Ready² to receive calls from the Contact Center.

Step One:  – GoTo the phone you are logging into and press the button labeled ³services².  This will bring up a list of Services that your phone supports.  You should one or more services.  Select the Service entitled ³Extension Mobility² by highlighting it with up/down scroll button on phone or entering the menu number.

UCCXphoneCAD

UCCXLogin

Step Two:  You will be prompted to enter your User Name and PIN.   The User Name is your Active Directory (i.e. AD) login name, usually in the form of First Letter of your First Name followed by your Last Name.  For Example, pbuswell.    You will have to use the Touch Tone Pad on the phone to enter your name, and it is a bit cumbersome, but you will figure it out.    The PIN number, unless you have changed it, will be the default of 12345678

The Phone should  wink and blink¹ and reset itself.  When it comes back alive, you should see your Extension number in the Display of the Phone. This means you have successfully logged into the phone on this desk!  Please remember to reverse the process and LOG OUT when you are done.

Step Three:  Log into the CAD, by bringing that software up on your associated computer.   This will be a Short Cut on your desktop, or you will find it with your mouse under the Start, All Programs, CISCO, Desktop, Agent.   You will then be presented with a screen that prompts for your User Name, Extension and Password.    Enter your AD user name as used in the above step.  The Extension is to match the Extension on your phone, and the Password is your AD password.

This should log you into the Contact Center and bring up your Agent Tool bar similar to the one below, though your buttons may be smaller.  To indicate that you are READY to receive calls, you will need to push the READY icon (mouse over ICON) to see what they do!   When you do not want to receive calls, you will push the NOT READY icon.  At the top of the tool bar you will note your current Status!

UCCXmakeReady

 

Deploying VoIP in the Cloud or rolling your own “hosted PBX” – Part 1 Server Deployement

The entire subject of Virtualization and all things “cloud” has become something that even none technical people talk about.    You might say it has gone “viral” and captured the interest of geeks, business people, professional technology managers and entrepreneurs.   Personally, I never did get the whole fascination with hardware.  In my mind hardware was just something we had to put up with to get to play with the software.   When you stop and think about it, aside from the IT folks, nobody wants a Windows 2012 Server!  What they want is a Website,  a CRM package, a blog or a phone system.    Having to deal with hardware was always a chore and it always seemed to me that whatever we had was obsolete within a year or so.   The software could be upgraded, but the hardware had to be “refreshed” an expression that generally means, purchase new stuff!

Virtualization made hardware a bit more interesting.  Now we could at least run a half dozen servers on one huge hardware platform.   Back up and Restore became almost fun!  Now you start adding virtualized appliances like phone systems, gateways and firewalls to the mix and software professionals get almost giddy!     I think VMware has caused more new business creations than any other single “stimulus” package.  Now, even a guy working out of his garage could compete with the big guys!  Capital requirements were significantly reduced and new cloud based business could launch at the drop of a hat and the signing of a sales agreement!   Internet bandwidth, access, creativity and an Amazon account and you were in the revenue production business!
Unless you are in the business of refreshing hardware, why would you want to bother with any of that hardware stuff?   How long does it take your IT team to spin up a new server?   Even if you are a one man show and you can control everything without benefit of a working committee, it takes time to setup a server!   Some organizations take weeks to provision a new server!  Now if you happen to have an Amazon account, even your plain vanilla book buying Amazon account, you could spin up a new Linux or Microsoft Server in about 15 minutes!   With your “Amazon machine instance” you get a security group (read firewall) for your public IP address, a DNS name and a local network all in less time than it takes to unbox and rack a new hardware based solution.The Amazon portal lets you change the configuration of your instance on the fly.  This means you can increase disk size, RAM, change bandwidth and update your firewall without a screw driver!  Think about it, fully operational on net with pubic IP access in less than 15 minutes.

Now that 3CX, ShoreTel, Mitel  and so many others offer Gateways that are “virtual” machines, you could actually spin up a “hosted PBX” in just a few hours!   We though we would try it just for kicks!  Log into AWS spin up a new Windows Sever and deploy ShoreTel or 3CX completely virtualized, including SIP trunks, Border Controllers and Remote phones both Hard and Soft.    Should be hilarious!   (Thanks to winter storms back east, we just brought up a  169 users system, across three states and had the client fully operational in 12 hours from the emergency phone call to the DrVoIP hot line).   This first video clip just deals with provisioning the server.  In subsequent versions we will bring up an entire phone system and you can watch over our shoulders!