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Difference between revisions of "myAgent"

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{{Breadcrumb|0|0|Unified Communications|OpenScape Business}}
 
{{Breadcrumb|0|0|Unified Communications|OpenScape Office}}
 
{{Breadcrumb|0|0|Unified Communications|OpenScape Office}}
  
  
'''myAgent''' is a .NET based client for accessing the Contact Center functions of [[OpenScape Office]] from a Desktop PC.
+
 
 +
'''myAgent''' is a .NET based client for accessing the Contact Center functions of [[OpenScape Business]] or [[OpenScape Office]] from a Desktop PC.
  
 
'''myAgent''' offers the same look and feel and handling for agents as well as for supervisors or administrators.  
 
'''myAgent''' offers the same look and feel and handling for agents as well as for supervisors or administrators.  
  
The SW is part of OpenScape Office SW and bound to OpenScape Office SW version. <br />
+
The SW is part of OpenScape Business / Office SW and is bound to the SW version of the communication platform. <br />
 +
 
 +
The following description refers to '''OpenScape Business V1R2''' and '''OpenScape Office V3R3.5'''. <br>
 +
Deviations within the feature set may occur for previous or subsequent versions of OpenScape Business/Office
 +
 
 +
 
  
The following description refers to '''OpenScape Office V3R3'''. Deviations may occur for previous or subsequent versions of OpenScape Office
 
  
[[Image:OSOff-Agent-Screen.jpg|thumb|600px|myAgent V3R3 screenshot]]
+
[[Image:OSOff-Agent-Screen.jpg|thumb|350px|myAgent screenshot]]
  
  
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=== Features ===
 
=== Features ===
 
myAgent is the user portal for contact center agents, supervisors and contact center administrators. <br/>
 
myAgent is the user portal for contact center agents, supervisors and contact center administrators. <br/>
It provides information about the number of waiting calls as well as information about the Presence status of other subscribers.
+
It provides information about the number of waiting calls as well as information about the presence status of other subscribers and allows supervisors to configure routing rules etc.
  
 +
[[Image:OSOff-Agent-Screen.jpg|600px|myAgent screenshot]]
  
  
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* Voice and Fax messages
 
* Voice and Fax messages
 
* Reports
 
* Reports
 +
* Contact Center administration access
  
 +
=== Differences to previous versions (OpenScape Office only) ===
  
=== Differences to previous versions  ===
+
From OpenScape Office V3R3 on myAgent offers:
  
From OpenScape Office V3R3 on myAgent offers:
+
{| {{DefaultTable}}
 +
! width="29%" | Feature
 +
! width="5%" | 
 +
! width="75%" | Details
 +
|-
 +
|
 +
'''Improved PopUp Window'''
 +
|
 +
|
 +
* Small Pop Up with individual configuration of needed functions
 +
* Individual positioning on the desktop
 +
* Individual configurable behaviour in case of incoming calls
 +
* Indiviual settings if input is focused to PopUp or not 
 +
|-
 +
|
 +
'''Caller List with improved functions'''
 +
|
 +
|
 +
* Improved search function (e.g. search for name, forename, company etc.)
 +
* Improved sorting function (e.g. sort on contact)
 +
* Filtering functions for calls, e-mails and faxes
 +
|-
 +
|
 +
'''Extended directory support'''
 +
|
 +
|
 +
* LDAP access to external directories for caller identification
 +
* LDAP access to external directories for contact search
 +
|-
 +
|
 +
'''Enhanced CTI functions'''
 +
|
 +
|
 +
* Call answer and dial function comparable to myPortal client
 +
* Call Pickup from other agent
 +
* Call transfer to internal or external number
 +
* Call hold and call transfer after hold
 +
* Call park / unpark. After parking agent´s phone is available for other calls
 +
|-
 +
|
 +
''' Improved handling for e-mails and faxes  '''
 +
|
 +
|
 +
* Completion assignment for e-mails and fax contacts.
 +
* Rescheduling of e-mails and fax contakte
 +
* Display of e-Mail- und fax contacts in history list
 +
|-
 +
|
 +
''' Extended Hot Key functions '''
 +
|
 +
|
 +
* Selectable function of myAgent can be assigned to shot cuts or function keys.
 +
|-
 +
|
 +
''' Extended functions for Supervior role '''
 +
|
 +
|
 +
* Switch agent "available" depending on agent status
 +
* Switch agent "unavailable" independend on agent atatus
 +
* Logoff agent independend on agent status
 +
* Push a waiting call on top  of queue
 +
* Send a recording as WAV file attachment via e-mail
 +
* Store a recording as WAV file either on PC or on a storage location in the network
 +
* Individual settings for queues to be diplayed
 +
|-
 +
|}
  
 
== Configuration Overview ==
 
== Configuration Overview ==
  
myAgent is a .NET based client SW which is installed on a Microsoft Windows based Desktop PC.
+
myAgent is a .NET based client SW, which is installed on a Microsoft Windows based Desktop PC.
 
myAgent connects to OpenScape office via Ethernet LAN with TCP/IP protocol.
 
myAgent connects to OpenScape office via Ethernet LAN with TCP/IP protocol.
  
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=== Telecommunication systems ===
 
=== Telecommunication systems ===
 
==== Platform ====
 
==== Platform ====
 +
* [[OpenScape Business]] V1R2 or higher
 
* [[OpenScape Office]] V3R3 or higher
 
* [[OpenScape Office]] V3R3 or higher
  
 
==== Supported Telephones ====
 
==== Supported Telephones ====
  
myPortal for Desktop can be used in combination with the following telephones:  
+
myAgent can be used in combination with the following telephones:  
* OpenStage HFA
+
* OpenStage HFA (not for OpenScape Office MX/LX)
* OpenStage T (HX)
+
* OpenStage T (not for OpenScape Office MX/LX)  
 
* optiPoint 410 HFA
 
* optiPoint 410 HFA
 
* optiPoint 420 HFA
 
* optiPoint 420 HFA
* optiPoint 500 (HX)
+
* optiPoint 500 (not for OpenScape Office MX/LX)  
* optiPoint WL2 professional HFA
 
* SIP Phone
 
* Analog telephone
 
* optiClient 130 HFA
 
 
* OpenScape Personal Edition HFA
 
* OpenScape Personal Edition HFA
* OpenScape Personal Edition SIP
+
* OpenScape Buisiness (HiPath) Cordlesse (not for OpenScape Office MX/LX)
* HiPath Cordless Office (HX)  
 
* HiPath Cordless IP
 
  
 +
Please note: <br>
 +
SIP phones, mobility and virtual subscribers as well as group or MULAP subscribers are not supported in combination with the contact center function.
  
 
=== PC Hardware ===
 
=== PC Hardware ===
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'''Windows Client PC'''
 
'''Windows Client PC'''
 
* 2 GHz CPU
 
* 2 GHz CPU
* RAM: 2 GB (Microsoft Windows XP: 1 GB) (Microsoft Windows 2003 Server: 1 GB)
+
* 1 GB RAM for Microsoft Windows XP
* 100 Mbps LAN
+
* 2 GB RAM for Microsoft Windows 7 and Microsoft Windows Vista
* XGA (1024x768) screen resolution, myPortal for Outlook: SVGA (800x600) screen resolution
+
* 100 Mbps LAN (1 Gbps LAN recommended)
 +
* XGA (1024x768) screen resolution
  
'''Terminal Server'''
+
=== PC software ===
Termininal Server installaions are currently not released
+
'''Please note''' <br>
+
Support for the UC Suite clients for Microsoft Windows XP and Microsoft Windows 2003 Server will end at the same time as the end of support for these products by Microsoft. The product will still be supported, but will no longer be tested in detail.
  
=== PC software ===
 
 
==== Desktop Operating Systems ====
 
==== Desktop Operating Systems ====
 
'''Windows Client PCs'''
 
'''Windows Client PCs'''
 +
* Microsoft Windows 8 (not RT)
 
* Microsoft Windows 7
 
* Microsoft Windows 7
 
* Microsoft Windows Vista
 
* Microsoft Windows Vista
 
* Microsoft Windows XP
 
* Microsoft Windows XP
  
'''MAC Client PCs'''
+
==== Terminal Server Operating Systems ====
* Apple MAC OS X >= 10.7.3 (Lion)
+
A project specific release is required for operation of myAgent within Terminal Server environments.
  
==== Terminal Server Operating Systems ====
+
==== Application Software ====
+
* Microsoft .NET Framework >= 4.0
* Microsoft Windows 2008 R2 Server (64 bit) with Citrix XenApp 6.0 Server (Desktop Mode)
+
* Adobe Reader 9
* Microsoft Windows 2008 R2 Server (64 bit) with Citrix XenApp 5.0 Server (Desktop Mode)
 
* Microsoft Windows 2008 R2 Server (64 bit) as Microsoft Terminal Server
 
* Microsoft Windows 2008 Server as Microsoft Terminal Server
 
* Microsoft Windows 2003 Server as Microsoft Terminal Server
 
  
=== Application Software ===
 
* myAgent V3R3
 
 
 
==== Internet Browser ====
 
==== Internet Browser ====
myPortal for Desktop can be used in combination with the following web browsers:  
+
myAgent can be used in combination with the following web browsers:  
* Microsoft Internet Explorer Version 7
+
* Microsoft Internet Explorer Version 10
* Microsoft Internet Explorer Version 8 in compatibility mode
+
* Mozilla Firefox Version 19 or later
* Microsoft Internet Explorer Version 9
 
* Mozilla Firefox Version 3.6.x
 
* Mozilla Firefox Version 4 or later
 
  
 
===  Licenses ===
 
===  Licenses ===
Within Open Scape Office following licenses are necessary for each user, who wants to use myAgent.
+
In general a license is required for every user of myAgent. <br/>
Contact Center base license
 
Comfort user license or comfort plus user license
 
Contact Center agent license
 
 
 
  
 
== Functional Boundaries and Limitations ==
 
== Functional Boundaries and Limitations ==
  
 
=== SW Installation ===
 
=== SW Installation ===
Local administration rights on the client PC are required for the installation, but not for automatic updates
+
Local administration rights on the client PC are required for the installation, but not for automatic updates  
 
  
 
=== Windows Update ===
 
=== Windows Update ===
The PCs always need the current status of all available updates, including Service Packs.  
+
The PCs always need the current status of all available updates, including Service Packs.
  
=== Outlook Contacts and appointments ===
+
=== Concurrent Usage of myAgent and myPortal ===
Access to Microsoft Exchange Server (for Outlook contacts and appointments) must be given in order to use these features
+
When myPortal and myAgent are used concurrently under the same user account, there may be some restrictions in their functionality.
 
 
=== Current Restrictions and Notes for MAC computers ===
 
* The "secondary mouse button" must be enabled in the operating system to use the context menus in myPortal for Desktop.
 
* The automatic start or participation in web collaboration sessions are currently not supported. However, it is possible to participate in web collaboration sessions via the web client by entering the web collaboration session number.
 
* Hotkeys and the Desktop Dialer are not available.
 
* The use of Outlook contacts and calendar integration are not available.
 
* The Calendar program (iCAL) and the Contacts application (address book) of the MAC operating system itself re not supported.
 
* myPortal for Desktop client log files must be copied and deleted manually in cases where service is required. No automatic upload of the client log files to the OpenScape Office server occurs as under MS Windows. Log files are displayed to the user by default in the list of new files on opening the "Finder" (similar to Windows Explorer) and must be deleted manually.
 
* E-mail meeting invitations are displayed in the e-mail program on the MAC without the mail (body) text. The attached calendar files can be viewed.
 
* The online help from within myPortal is not available. It can be downloaded via the Samba share as a PDF file.
 
* Apple's default browser "Safari" has not been released for use with OpenScape Office Assistant (WBM). The Firefox browser, which is also available for the MAC, can be used for the administration of the system and key programming instead of the Safari browser.
 
* Voice messages are played back on the default playback device of the MAC through the MAC speakers and are thus stored by default in iTunes. The voice messages played back with iTunes must be deleted manually by the user.
 
* The myPortal for Desktop function to hide the Favorites on the right or left edge of the screen, which is available under MS Windows, is not available on the Mac OS X.
 
 
 
=== Message Waiting Indication ===
 
For analog and DECT telephones, the Message Waiting Indication (MWI) is not supported, and only limited support is available for displaying information on the phone.
 
  
 
== Documentation ==
 
== Documentation ==
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==== User manual ====
 
==== User manual ====
  
* {{File-DL|myAgent V3R3 user guide|pdf}}
+
The user manual can be downloaded from:
  
Actual or revised documents can be retrieved from [http://www.unify.com/seba/default.aspx SEBA].
+
* Communication system via the  Administration Portal
 +
* {{Customer Support Portal}} of Unify within the Internet
 +
* {{Partner Portal}} of Unify
  
 
== Software Deployment  ==
 
== Software Deployment  ==
 +
myAgent is part of OpenScape Business / Office SW image. <br/>
 +
The system administrator can download the installation files from the Download Center of the communication system and can provide them to the users afterward by appropriate means.
  
myAgent is part of OpenScape Office SW image. <br/>
+
== Licensing ==
The following options are available for providing installation files to users:<br>  
+
License models of OpenScape Business and OpenScape Office are different regarding the Contact Center functions. <br>
* The administrator downloads the installation files from the Download Center and provides them to users via a network drive, for example.
+
In general a license is required for every user of myAgent. <br/>
* They can access the installation files directly via a network drive connected with \\<IP address of OpenScape Office>\applications <br/>
 
The installation files are located in the install-common folder.
 
For login credentials refer to your system administrator  <br/>
 
  
== Licensing ==
+
Licensing of '''OpenScape Business''': <br>
A license is required for for every user for the operation of myAgent. <br/>
+
For use of myAgent and the Contact Center functions in general a myAgent license is required per configured agent.<br>
Differences have to be considered between the user licensing of OpenScape Office LX/MX and OpenScape Office HX.
+
Agent licenses are static and have to be assigned to an agent during the configuration of the contact center.
myAgent licenses are floating licenses and not bound to the user station.
+
 
 +
 +
For '''OpenScape Office''' the following applies: <br>
 +
A Contact Center Base License is required to enable the Contact Center functions in general.
 +
 
 +
For each agent in operation a myAgent license is required.
 +
The licenses for agents are "floating" licenses and not permanently bound to the agents. Any number of subscribers can be set up as agents, but the maximum number of agents who can log in simultaneously is restricted to the number of available licenses. A license is assigned to a user when the user logs in into the myAgent client application.
 +
The license is released at the moment the user quits (terminates) the myAgent application.

Latest revision as of 12:23, 5 November 2013


myAgent is a .NET based client for accessing the Contact Center functions of OpenScape Business or OpenScape Office from a Desktop PC.

myAgent offers the same look and feel and handling for agents as well as for supervisors or administrators.

The SW is part of OpenScape Business / Office SW and is bound to the SW version of the communication platform.

The following description refers to OpenScape Business V1R2 and OpenScape Office V3R3.5.
Deviations within the feature set may occur for previous or subsequent versions of OpenScape Business/Office



myAgent screenshot


Overview

Features

myAgent is the user portal for contact center agents, supervisors and contact center administrators.
It provides information about the number of waiting calls as well as information about the presence status of other subscribers and allows supervisors to configure routing rules etc.

myAgent screenshot


myAgent provides in general:

  • Call processing
  • Caller details
  • Agent callback
  • Agent status
  • Presence status
  • Real-time monitoring of queues
  • Assistance
As an agent you can request assistance from the supervisor during a call. When doing so, you can specify the reason and the type of assistance you require: Instant messaging, Silent Monitoring or Override.
  • Instant Messaging
Instant Messaging enables you to exchange instant messages (i.e., to chat) with other internal subscribers. Instant Messaging is possible in combination with myPortal, myPortal for Outlook, myAgent or myAttendant.
  • Directories
  • Voice and Fax messages
  • Reports
  • Contact Center administration access

Differences to previous versions (OpenScape Office only)

From OpenScape Office V3R3 on myAgent offers:

Feature Details

Improved PopUp Window

  • Small Pop Up with individual configuration of needed functions
  • Individual positioning on the desktop
  • Individual configurable behaviour in case of incoming calls
  • Indiviual settings if input is focused to PopUp or not

Caller List with improved functions

  • Improved search function (e.g. search for name, forename, company etc.)
  • Improved sorting function (e.g. sort on contact)
  • Filtering functions for calls, e-mails and faxes

Extended directory support

  • LDAP access to external directories for caller identification
  • LDAP access to external directories for contact search

Enhanced CTI functions

  • Call answer and dial function comparable to myPortal client
  • Call Pickup from other agent
  • Call transfer to internal or external number
  • Call hold and call transfer after hold
  • Call park / unpark. After parking agent´s phone is available for other calls

Improved handling for e-mails and faxes

  • Completion assignment for e-mails and fax contacts.
  • Rescheduling of e-mails and fax contakte
  • Display of e-Mail- und fax contacts in history list

Extended Hot Key functions

  • Selectable function of myAgent can be assigned to shot cuts or function keys.

Extended functions for Supervior role

  • Switch agent "available" depending on agent status
  • Switch agent "unavailable" independend on agent atatus
  • Logoff agent independend on agent status
  • Push a waiting call on top of queue
  • Send a recording as WAV file attachment via e-mail
  • Store a recording as WAV file either on PC or on a storage location in the network
  • Individual settings for queues to be diplayed

Configuration Overview

myAgent is a .NET based client SW, which is installed on a Microsoft Windows based Desktop PC. myAgent connects to OpenScape office via Ethernet LAN with TCP/IP protocol.

Requirements

Telecommunication systems

Platform

Supported Telephones

myAgent can be used in combination with the following telephones:

  • OpenStage HFA (not for OpenScape Office MX/LX)
  • OpenStage T (not for OpenScape Office MX/LX)
  • optiPoint 410 HFA
  • optiPoint 420 HFA
  • optiPoint 500 (not for OpenScape Office MX/LX)
  • OpenScape Personal Edition HFA
  • OpenScape Buisiness (HiPath) Cordlesse (not for OpenScape Office MX/LX)

Please note:
SIP phones, mobility and virtual subscribers as well as group or MULAP subscribers are not supported in combination with the contact center function.

PC Hardware

Within the following the minimum HW requirements are shown. However, it should be noted that the operating system, groupware and any additional software components in use in the customer environment may require considerably more powerful hardware.

Client PC

Windows Client PC

  • 2 GHz CPU
  • 1 GB RAM for Microsoft Windows XP
  • 2 GB RAM for Microsoft Windows 7 and Microsoft Windows Vista
  • 100 Mbps LAN (1 Gbps LAN recommended)
  • XGA (1024x768) screen resolution

PC software

Please note
Support for the UC Suite clients for Microsoft Windows XP and Microsoft Windows 2003 Server will end at the same time as the end of support for these products by Microsoft. The product will still be supported, but will no longer be tested in detail.

Desktop Operating Systems

Windows Client PCs

  • Microsoft Windows 8 (not RT)
  • Microsoft Windows 7
  • Microsoft Windows Vista
  • Microsoft Windows XP

Terminal Server Operating Systems

A project specific release is required for operation of myAgent within Terminal Server environments.

Application Software

  • Microsoft .NET Framework >= 4.0
  • Adobe Reader 9

Internet Browser

myAgent can be used in combination with the following web browsers:

  • Microsoft Internet Explorer Version 10
  • Mozilla Firefox Version 19 or later

Licenses

In general a license is required for every user of myAgent.

Functional Boundaries and Limitations

SW Installation

Local administration rights on the client PC are required for the installation, but not for automatic updates

Windows Update

The PCs always need the current status of all available updates, including Service Packs.

Concurrent Usage of myAgent and myPortal

When myPortal and myAgent are used concurrently under the same user account, there may be some restrictions in their functionality.

Documentation

User manual

The user manual can be downloaded from:

Software Deployment

myAgent is part of OpenScape Business / Office SW image.
The system administrator can download the installation files from the Download Center of the communication system and can provide them to the users afterward by appropriate means.

Licensing

License models of OpenScape Business and OpenScape Office are different regarding the Contact Center functions.
In general a license is required for every user of myAgent.

Licensing of OpenScape Business:
For use of myAgent and the Contact Center functions in general a myAgent license is required per configured agent.
Agent licenses are static and have to be assigned to an agent during the configuration of the contact center.


For OpenScape Office the following applies:
A Contact Center Base License is required to enable the Contact Center functions in general.

For each agent in operation a myAgent license is required. The licenses for agents are "floating" licenses and not permanently bound to the agents. Any number of subscribers can be set up as agents, but the maximum number of agents who can log in simultaneously is restricted to the number of available licenses. A license is assigned to a user when the user logs in into the myAgent client application. The license is released at the moment the user quits (terminates) the myAgent application.