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Release 3.0
Administrator's Guide
December 2010
385A0811-03 Rev. A1
®
Insight from Interactions TM
Information in this document is subject to change without notice and does not represent a
commitment on the part of NICE Systems Ltd. The systems described in this document are
furnished under a license agreement or nondisclosure agreement.
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Permission is granted to view and photocopy (or print) materials from this document for personal,
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attribution, trademark legend or copyright notice shall be made.
All contents of this document are: Copyright © 2010 NICE Systems Ltd. All rights reserved.
This product is covered by one or more of the following US patents:
5,185,780 5,216,744 5,274,738 5,289,368 5,325,292 5,339,203 5,396,371
5,446,603 5,457,782 5,911,134 5,937,029 6,044,355 6,115,746 6,122,665
6,192,346 6,246,752 6,249,570 6,252,946 6,252,947 6,311,194 6,330,025
6,542,602 6,615,193 6,694,374 6,728,345 6,775,372 6,785,369 6,785,370
6,856,343 6,865,604 6,871,229 6,880,004 6,937,706 6,959,079 6,965,886
6,970,829 7,010,106 7,010,109 7,058,589 7,085,728 7,152,018 7,203,655
7,240,328 7,305,082 7,333,445 7,346,186 7,383,199 7,386,105 7,392,160
7,436,887 7,474,633 7,532,744 7,545,803 7,546,173 7,573,421 7,577,246
7,581,001 7,587,454 7,599,475 7,631,046 7,660,297 7,664,794 7,665,114
7,683,929 7,705,880 7,714,878 7,716,048 7,720,706 7,725,318 7,728,870
7,738,459 7,751,590 7,761,544 7,770,221 7,788,095 7,801,288 RE41,292
360o View, ACTIMIZE, Actimize logo, Alpha, Customer Feedback, Dispatcher Assessment, Encorder, eNiceLink,
Executive Connect, Executive Insight, FAST, FAST alpha Blue, FAST alpha Silver, FAST Video Security, Freedom,
Freedom Connect, IEX, Interaction Capture Unit, Insight from Interactions, Investigator, Last Message Replay,
Mirra, My Universe, NICE, NICE logo, NICE Analyzer, NiceCall, NiceCall Focus, NiceCLS, NICE Inform, NICE
Learning, NiceLog, NICE Perform, NiceScreen, NICE SmartCenter, NICE Storage Center, NiceTrack,
NiceUniverse, NiceUniverse Compact, NiceVision, NiceVision Alto, NiceVision Analytics, NiceVision ControlCenter,
NiceVision Digital, NiceVision Harmony, NiceVision Mobile, NiceVision Net, NiceVision NVSAT, NiceVision Pro,
Performix, Playback Organizer, Renaissance, Scenario Replay, ScreenSense, Tienna, TotalNet, TotalView, Universe,
Wordnet are trademarks and registered trademarks of NICE Systems Ltd. All other registered and unregistered
trademarks are the property of their respective owners.
Applications to register certain of these marks have been filed in certain countries, including Australia, Brazil, the
European Union, Israel, Japan, Mexico, Argentina and the United States. Some of such registrations have matured
to registrations.
385A0811-03 Rev. A1
For assistance, contact your local supplier or nearest NICE Systems Customer Service Center:
EMEA Region: (Europe, Middle East, Africa)
Tel: +972-9-775-3800
Fax: +972-9-775-3000
email: support@nice.com
Israel:
Tel: 09-775-3333
Fax: 09-775-3000
email: support@nice.com
All queries, comments, and suggestions are welcome! Please email: nicebooks@nice.com
For more information about NICE, visit www.nice.com
Contents
1
Overview 9
Introducing NICE Perform eXpress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Logging in to NICE Perform eXpress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Changing the NICE Perform eXpress Password . . . . . . . . . . . . . . . . . . . . . . . . .13
Starting NICE Perform eXpress Applications . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Which NICE Perform eXpress Guide Do I Need? . . . . . . . . . . . . . . . . . . . . . . . . .15
Locating Documentation for Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
How can I get more NICE Perform eXpress training? . . . . . . . . . . . . . . . . . . . . .20
2
Viewing System Information and Managing Software Versions 21
Getting Started with the System Management Application . . . . . . . . . . . . . . . .22
Navigating through System Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Understanding Displayed System Information . . . . . . . . . . . . . . . . . . . . . . . . . .24
Alerts in the System View Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Backup Device Tasks and Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Understanding the Retention Rules Report . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Managing the SNMP Message List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Managing System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Displaying the NICE Perform eXpress Software Version . . . . . . . . . . . . . . . . . .31
Defining the SNMP Settings for an External SNMP Manager . . . . . . . . . . . . . .32
Updating the NICE Perform eXpress License . . . . . . . . . . . . . . . . . . . . . . . . . .33
License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Managing Backup Archiving and Retrieval . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Archiving Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Ejecting the Recording Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Contents 5
3
Verifying Channel Activity 43
Getting Started with the Channel Monitor Application . . . . . . . . . . . . . . . . . . . .44
Navigating through the Channel Monitor Application . . . . . . . . . . . . . . . . . . . . .44
Viewing the Lists of Channels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Understanding Player Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Monitoring Recorded Channel Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Monitoring Channel Activity in Real Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Configuring Channel Gain Control and Threshold . . . . . . . . . . . . . . . . . . . . . . .50
Channel Status Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
VoIP Channel Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
TDM Channel Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
4
Managing Users and Groups 55
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Getting Started with the User Administration Application . . . . . . . . . . . . . . . . .57
Understanding Displayed User Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Understanding User Types and Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Configuring User Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Populating the System with Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Deleting Users from the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Managing Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Viewing Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Adding Groups of Defined Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Deleting Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Importing Users and Groups from an Excel File . . . . . . . . . . . . . . . . . . . . . . . . .70
Defining Organization Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Contents 6
6
Importing Channel Mapping and Users 87
Importing Channels from an Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Creating Import Files for Channel Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Monitored Device and Channel Mapping Parameters . . . . . . . . . . . . . . . . .91
About the Channel Mapping Import Template . . . . . . . . . . . . . . . . . . . . . . .93
Updating Channel Mapping from Import Files . . . . . . . . . . . . . . . . . . . . . . . . . .94
Importing a Channel Mapping Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Importing Users and Groups from an Import File . . . . . . . . . . . . . . . . . . . . . . . .97
Creating Import Files for Importing Users and Groups . . . . . . . . . . . . . . . . . . .97
Groups Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Users Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Importing a Group and User Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
A
Using Extended Retention 103
Extending the Retention of Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Filtering Interactions by Retention Information . . . . . . . . . . . . . . . . . . . . . . . .107
Understanding Interaction Details With Extend Retention . . . . . . . . . . . . . . . .108
Contents 7
C
Finding Audio Directly from the Recording Unit 115
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116
Finding Audio on the Current Recording Unit - CDR Only . . . . . . . . . . . . . . . .117
Retrieving Audio from Version 8.9 Storage Media . . . . . . . . . . . . . . . . . . . . . .119
Contents 8
Introducing NICE Perform eXpress! NICE Perform eXpress is designed to meet the recording and
playback needs of enterprises with branch environments and those of small to mid-size
organizations. Based on the advanced architecture of NICE Perform, NICE Perform eXpress
ensures liability recording and regulatory compliance.
Contents
Chapter 1: Overview 9
Chapter 1: Overview 10
2. Log in as follows:
a. In the Name field, enter your NICE Perform eXpress user name.
b. In the Password field, enter your password.
c. Verify that the correct language for your site is selected from the drop-down list.
d. Click Login.
Chapter 1: Overview 11
Chapter 1: Overview 12
Chapter 1: Overview 13
If your site has a license for Quality Management (QM), the QM applications and Audit Trail are
listed under the More button.
Chapter 1: Overview 14
Chapter 1: Overview 15
Chapter 1: Overview 16
Chapter 1: Overview 17
Chapter 1: Overview 18
Chapter 1: Overview 19
Chapter 1: Overview 20
The System Management application gives you an overall view of the NICE Perform eXpress
system, displays SNMP messages, and enables updating the software license and SNMP settings.
Contents
• Backup Management: Enables assigning a task to the backup device, displays its current
status, and retrieves channels for playback.
• Archiving Interactions on page 39
• Ejecting the Recording Media on page 39
• Retrieving Interactions for Playback on page 40
Information Description
Environment Telephony environment and CTI name.
Recording Unit • Number of interactions recorded in the last 24 hours.
• Date and time of the last recorded interaction.
• Name of the board, if installed. If no board is installed, None
appears.
Channels • Number of mapped channels out of the total number of available
channels. Example: 4/75 mapped channels means that
4 channels are mapped out of 75 available channels.
• Channel Status: Describes the status of the channels. When an
error occurs, the problmatic status appears in red. Go to the
Channel Monitor application to verify the problem.
• Number of users assigned to an extension through the User
Administration application. Example: 5 mapped users means that
5 users are assigned extensions.
Database Percentage of space used by each component in the database.
Information Description
Device • Percentage of space used by each drive on the NICE Perform
eXpress machine.
• Information regarding the backup device, if enabled.
Storage Storage area of the system. More than one NICE Perform eXpress
system might be attached to the same partition.
With an ESM storage type, the data stored on this partition is later
moved to the ESM. With remote storage, the data remains on this
partition:
Important: The Free and Archived values refer to the size of the
interactions data and do not include other files on the partition.
Parameters included in this area are:
• Total: Size of entire space available on the partition.
• Free: Size of remaining free storage space on the partition after
archiving by all NICE Perform eXpress systems that are attached to
this storage space.
• Archived: Size of the storage space used by the current NICE
Perform eXpress system. Note: 100 MB is the smallest size
displayed.
• Last archived call: Date and time when the interaction listed in the
Archive time column actually occurred.
• Archive time: Date and time when the interaction listed in the Last
archived call column was saved to the configured storage path.
• Archive Statistics: Link to a report that summarizes information
regarding Retention Rules.
Important: Make sure that the time difference between the Last
archived call and the Archive time stays relatively constant. If the
time changes drastically, there could be an archiving backlog.
Depending on whether you are using an ESM or remote storage, NICE Perform eXpress responds
differently when the partition reaches its capacity.
For ESMs: When the partition reaches its capacity, oldest interactions are automatically deleted.
For remote storage: When the partition reaches its capacity, one of the following occurs:
• Oldest interactions are automatically deleted.
• If the retention period is still in effect, new interactions are not stored.
In the System Status tab, in the Storage column, the Free value displays exactly the size of
storage space left for all the systems together in the configured storage path.
To manage archiving and retrieval from a backup device, see Managing Backup Archiving and
Retrieval on page 38.
The task of the backup device is its currently assigned function. A backup device can perform one
of the following tasks:
• Archiving: Device is saving interactions from the Recording Unit to its recording media.
• Retrieval: Device is accessing interactions from its recording media and transferring them to
the Recording Unit for playback.
• None: No archiving or retrieval is taking place, or the backup device is disabled.
The different backup device statuses are described in the table below:
Table 2-3: Backup Device Statuses
Status Description
Archiving Device is archiving data from the Recording Unit to the recording
media.
Cannot Append Old Media Media with data from a previous version of the Recording Unit is in
the device, and it cannot be appended.
Cleaning Cleaning media is inserted in the device.
Closing Device is ejecting the media.
Empty No media is in the backup device.
Error Error in the device or in the recording media.
Loading for Reading Device is loading the media before retrieving data from it.
Loading for Write Device is loading the media before archiving to it.
Status Description
None No archiving or retrieval is taking place.
Ready for Reading Device is ready for retrieval requests.
Ready for Write Device is ready to archive, but there is no data on the Recording
Unit.
Recovering The media did not eject properly, and the device is attempting to
recover data from the media.
Retrieving Device is retrieving data from the media and transferring it to the
Recording Unit for playback.
Waiting for User Eject DVD media is full, and the administrator needs to eject it.
(Displayed only for DVD media)
This report displays the default retention of the system and details regarding the Retention Rules
that ran in the last 24 hours.
• Retention Time (days): Number of days that the interaction is archived in the storage device
before deletion. (The storage device is the file system or an ESM, depending on the storage
configuration.)
• Permanent Deletion: Rule includes permanently deleting the interaction recording and its
database details so that the interaction can never be played back again.
• Number of interactions: Number of interactions archived by the Retention Rule.
• Last Interaction Start Time: Start time of the last archived interaction.
For more information about Retention Rules and how to configure them, see the relevant
Installation Guide.
- Or -
IMPORTANT
• It is best practice to integrate an external SNMP Manager with the NICE Perform eXpress
system.
• Only define the SNMP settings if the NICE Perform eXpress system has an external SNMP
manager.
• Before you begin, you need the:
• IP or host name of the server that receives the SNMP traps
• Community Name for the SNMP messages originating from the NICE Perform eXpress
machine
• Location on the external SNMP manager for the NPX-MIB.mib file
The SNMP Settings area in the System Settings tab enables integrating an external SNMP
manager with NICE Perform eXpress.
3. In the SNMP Settings area of the System Settings tab, enter the following information:
4. Click Save .
To update a License:
1. In System Management, click the System Settings tab.
Generate
4. Select a location for the License Information File (license.c2v). Then click Save. You will
need this file to receive your License Activation File.
The Download Complete window appears.
5. Click Close.
6. Transfer the license.c2v file to a machine with Internet access to NICE’s ExtraNICE site.
7. On the machine with Internet access to the ExtraNICE do the following:
a. Open an Internet Explorer window and enter the following URL:
http://www.extranice.com/EIS/OnlineServices/LicenseActivation/Pages/default.aspx
If you have not previously logged in to ExtraNICE, the following window appears.
b. Enter a valid ExtraNICE Username and Password. Then click Log On to ExtraNICE.
The NICE Perform eXpress Activation window appears.
c. Click Browse and select the License Information File (license.c2v) from Step 6.
d. Enter a valid Product Key. Then click Activate.
e. Download the corresponding License Activation File (license.v2c).
f. Transfer the License Activation file to the NICE Perform eXpress machine.
8. On the NICE Perform eXpress machine, click Browse and select the License Activation File
(license.v2c).
9. Click Activate.
The license is updated. You can begin configuring your NICE Perform eXpress.
10. If you were updating an expired license, not all tabs will appear. Click Sign Out. Then log in
again.
License Information
The License Information field indicates the current state of your license. License states can be one
of the following:
• Provisional - This is a temporary state and is valid for a limited period of time. Your initial
default license is provisional.
• Activated - The current license is valid.
• Expired - Occurs in the following scenarios (Recording continues, however the NICE
Perform eXpress interface is locked.):
• The current license is past its expiration date.
• NICE Perform eXpress detected a change in hardware on the NICE Perform eXpress
machine. A new Product Key is required to activate a new license.
• NICE Perform eXpress was installed on a Virtual Machine.
• The license was activated from a remote machine.
• Unknown - A problem was encountered that does not classify a expired. Recording continues,
however the NICE Perform eXpress interface is locked.
• Locked - Indicates a communications problem between the interface and the license.
Recording continues, however the NICE Perform eXpress interface is locked.
Refresh
TIP: To update the information in the Media Status and the Media Content area, click
the Refresh button.
In the Media Status area, the backup device task and status as well as information concerning the
recording media is displayed.
Table 2-6 describes the information in the Media Status area.
Table 2-6: Media Status Parameters
Parameter Description
Assignment Task of the backup device. See Archiving Interactions on page 39 and
Retrieving Interactions for Playback on page 40.
Status Current state of the backup device. See Table 2-3 on page 27 for a list of
all statuses.
Used Space Percentage of the space already occupied on the recording media.
Parameter Description
Media Capacity Total possible storage in GB. Note: NICE Perform eXpress does not
support the compression mode of DAT72 tape devices. The maximum
media capacity for DAT72 devices is around 28 GB.
Creation Date Date that data was first archived to the recording media.
Expiration Date Creation Date plus the retention period as defined at the time the
recording media was first used. For example, if the retention period is 1
year at the Creation Date, and then it is changed to 2 years, the
retention period for the recording media is not changed.
The retention period is defined in the Storage and Archive tab in the
Configuration application. See the relevant NICE Perform eXpress
Installation Guide for more information.
The current task and status of the backup device is also displayed in the System Status tab. See
Backup Device Tasks and Statuses on page 27.
Archiving Interactions
You archive interactions to move data from the Recording Unit to recording media.
IMPORTANT
You must label the recording media according to the date that the interaction took place.
To archive interactions:
1. Label the recording media with its Creation Date. See Creation Date in Table 2-6 for more
information.
2. Insert the recording media into the backup device.
3. In the Media Status area of the Backup Management tab, select Archive.
4. Click Apply.
Archiving begins. In the Media Status area, the status changes to Archiving.
TIP:
• When switching from Retrieval to Archive, the recording media is ejected from the
backup device.
• When the recording media is full, label it with the date of the last recording as well.
NOTE:
In the Media Status area, verify that Retrieval is selected. If Archive is selected by
mistake, the data on the recording media may be overwritten.
4. In the Media Content area, select one or more channels that include the interactions you want
to retrieve.
5. In the From and To fields, enter the date and time of the interactions you want to retrieve.
-or-
Click the Calendar button, and select dates from the displayed calendar. Click the Time
6. Click Retrieve.
Retrieval begins. In the Media Status area, the status changes from Ready for Reading to
Retrieving. When the retrieval process is finished, the status changes back to Ready for
Reading.
NOTE:
The retrieval process can take several hours.
7. When the interaction is retrieved, notify the user who requested the interaction that he or she
needs to run a query in the Interactions application for the requested interaction.
The Channel Monitoring application is used to ensure that all the channels are actually recording.
It enables administrators and technicians to monitor channels to make sure they are working
properly. It can also play back recordings of channel activity that were recorded from each
channel, as well as play the channel activity (monitor) in real time.
Contents
IMPORTANT
After a period of inactivity, the Channel Monitor application does not shut down automatically.
Channels
List Area
Player
Area
Click to see an updated list of channels. The list refreshes automatically every 20 seconds.
Only mapped channels appear in the list of channels.
When viewing a list of channels, the following information is displayed:
NOTE:
• The system can have a maximum of 200 channels.
• (TDM environments only) If the channel is not mapped, it will not appear in the
Channel List. See the relevant Installation Guide for more about channel mapping.
:
Name Description
Channel ID Number generated when the channel is mapped in the
Configuration application on the Channel Mapping tab.
Channel Name Displays the channel name.
Type Displays the channel type:
• TDMAnalogExtension
• TDMDigitalExtension
• TDMTrunk
• IPPassive
• IPActive
Active
Displays the icon ( ) when the channel is active. A channel is
considered active only when there is voice/sound activity on the
channel.
Status Displays the channel status. To see a list of possible channel
statuses and their description, see Channel Status Description
on page 51.
When playing back a recording, the Player appears with a timeline and an orange marker that
marks the current point in the playback. The Interaction Details display the time stamp and
duration of the recording. See Monitoring Recorded Channel Activity on page 48.
When monitoring channel activity in real time, the Player appears without a timeline or orange
marker. The Interaction Details display the name of the monitored channel. See Monitoring
Channel Activity in Real Time on page 49.
For more details, see the NICE Perform eXpress Interactions Guide: Query and Playback.
Player
Buttons -
Disabled
NOTE:
When playing back channel activity from the Player, the Playback control is enabled
(Play, Fast Forward, Rewind, Stop, and volume adjustment). Some Player functions
are not available (Save, Comment, and Add Tag).
EXAMPLE:
The compliance officer is notified that there is a problematic call with an agent. The compliance
officer can then listen to the call in real time and assess the situation.
2. Click Live Monitor . The Real Time Player starts playing a recording in real time. You
can adjust the volume or stop the monitoring by means of the Player.
Stop - Enabled Volume - Enabled
Player
Buttons -
Disabled
2. Click Channel Setup . The Channel Setup window appears. When configuring multiple
channels, the Energy Threshold and Gain Control values display the default settings and do
not reflect the actual settings.
Channels
List Area
The User Administration application enables managing users and groups, as well as defining
global settings for the organization.
Contents
Overview.......................................................................................................................... 56
Getting Started with the User Administration Application ......................................... 57
Understanding Displayed User Information.................................................................58
Understanding User Types and Privileges ................................................................... 60
Populating the System with Users................................................................................ 64
Managing Groups ...........................................................................................................68
Importing Users and Groups from an Excel File ......................................................... 70
Defining Organization Settings ..................................................................................... 71
Overview
The User Administration application enables managing users and groups, as well as defining
global settings for the organization.
Use the User Administration application to:
• View NICE Perform eXpress users in their respective groups. See Understanding Displayed
User Information on page 58.
• Add new users by defining their login, permissions, passwords, and other settings. See
Populating the System with Users on page 64.
• Delete a user from NICE Perform eXpress. See Deleting Users from the System on page 67.
• Add new groups to organize users. See Adding Groups of Defined Users on page 68.
• Delete a group. See Managing Groups on page 68 and Deleting Groups on page 69.
• Import an Excel file with pre-defined User and/or Group information. See Importing Users
and Groups from an Excel File on page 70.
• Define password settings and login options for your organization. See Defining Organization
Settings on page 71.
Depending on whether your site uses NICE Authentication or Windows Authentication, you
configure different options in the User Administration application. A description of each
authentication mode and its impact on the User Administration application is described below:
Users are configured in the User Administration application, where they are assigned a login name
and password. Users log in to NICE Perform eXpress by means of their login name and password.
Active Directory users must have a valid user name and domain in order to be configured as NICE
Perform eXpress users. In the User Administration application, Active Directory users are
configured to be NICE Perform eXpress users. Once they are configured as NICE Perform
eXpress users, they are automatically logged in to NICE Perform eXpress.
To change the authentication mode, see the Maintenance Guide.
Scroll to see
the rest of
the window
Name Description
(NICE Authentication only) Name of user (The name display is defined in the Settings tab. See
User Name Defining Organization Settings on page 71).
User Type See Understanding User Types and Privileges on page 60.
Recorded
Displays the icon if the user can be recorded. If the user cannot
be recorded, no icon is displayed.
Note: The Recorded status reflects the user’s assigned role as it is
defined in the Add or Edit window.
Extension Displays the Extension/s or Station/s on which the user is being
recorded.
For the BT Syntegra ITS Switch, this must be 10 digits long. If
necessary, use leading zeros.
Agent ID Displays the Agent ID/s by which the user is identified.
For the BT Syntegra ITS Switch, this must be 12 digits long. If
necessary, use leading zeros.
Defined as System User Displays whether or not the user is able to login to
NICE Perform eXpress.
(NICE Authentication only) If defined as a user, the user login name is displayed.
Login name
OS Login Displays the MS Windows login name.
Email Displays the user’s email address.
Name Description
Group Name Displays the group to which the user belongs.
User Status Displays the user status as one of the following:
• Active
• Not Active
• if user is not logged in for a certain period of time, according
to the organization settings.
-or-
• if the user is defined as Not Active (when editing a user,
see Understanding User Types and Privileges
on page 60).
-or-
• if the user enters an invalid password several times, as
defined in the Settings tab. (See Defining Organization
Settings on page 71.)
• Deleted
Note: To view deleted users, in the User Management tab,
select Show deleted users.
Agent
An agent is an employee who makes or answers telephone interactions. Each agent is assigned an
extension number (in a fixed seating environment) or an agent ID (in a free seating environment).
The extension number and the agent IDs are used by NICE Perform eXpress to correlate the
recorded interactions to the relevant agent.
Agents can have login rights to NICE Perform eXpress. In this case, agents can query and play
back their own recordings. If the agent does not have access rights, the agent is defined in the
system to ensure that recorded interactions are correctly correlated to this agent’s extension or ID.
Agent privileges are:
• View interactions in which the agent participated
• Query interactions in which the agent participated
• Play back interactions in which the agent participated
• Create/modify/delete private queries owned by the user
Manager
Managers are responsible for several agents. They can query and play back the interactions of their
subordinates. If the manager is defined as a recorded manager, the interactions of this manager can
also be queried and played back through the Interactions application. In this case, the manager
needs to have an extension number or an agent ID.
Manager privileges are:
• View all interactions of the manager’s group
• Query all interactions of the manager’s group
• Create/modify/delete public queries owned by the user
• Play by any participant in the manager’s group
IT
The NICE Perform eXpress IT user has full access rights to the system and can also query and play
back interactions of all the other users in the system. If the IT user is defined as recorded, the
interactions of the IT user can be recorded. In this case, the IT user needs to have an extension
number or an agent ID.
Chapter 4: Managing Users and Groups 60
IT privileges are:
• Access to all NICE Perform eXpress applications.
• View, query, and play back all user groups
• Query all interactions
• Create/modify/delete any public queries
• Access the User Administration application:
• Add/modify/delete user
• Add/modify/delete group
• Attach User Type (role)
• (NICE Authentication only) Edit organization password/security settings
• Modify/delete public queries owned by others
• Play by any participant
• Extend the retention of an interaction
• Find audio directly from the Logger
NOTE:
When there is more than one new user to add, you can create an Excel file based on the
available template and import the Excel file rather than adding each new user
separately. For details, see Importing Users and Groups from an Excel File
on page 70.
1. From the User Management tab, click Add . The Add User window appears.
4. (NICE Authentication Only) In the User Settings area, complete the following:
• Login Name - Enter a NICE Perform eXpress login name for the new user.
• Password - Enter a NICE Perform eXpress password for the new user.
• Password Settings - Select the checkbox if you want the new user to change the
password at next login.
NOTE: The User Settings area does not appear if you selected Agents without login in
Step 3.
• In the Extension drop-down field, select at least one extension. To remove an extension
from the list, clear the checkbox.
• In the Agent ID area:
• Domain (optional) - Select the name of the domain from the list.
• Email (optional)
8. Click Save.
To delete a user:
1. From the User Management tab, select a user.
2. Click Delete .
3. The selected User Status changes to Deleted.
Managing Groups
Defining groups enables creating sets of users. For example, you can define a group for each
manager, which would include all the manager’s subordinates. This section covers the following
topics:
• Viewing Groups on page 68
• Adding Groups of Defined Users on page 68
• Deleting Groups on page 69
You need to know the names of the groups and which users they include.
Viewing Groups
The Group Management window displays a list of groups and a description for each group (if
added).
The Group Management window is displayed below:
1. From the Group Management tab, click Add . The Add New Group window appears.
2. In the Group Name field, enter a unique name for the group.
3. In the Description field, enter a description for your new group.
4. Click Insert.
Deleting Groups
You cannot delete a group with users associated to it - not even if a user in the group was deleted.
You cannot delete the group All Users.
To delete a group:
1. From the Group Management tab, select a group.
2. Click to browse and select the Import file you want to import.
3. Click .
The Import window now displays the Summary area with summary and error information.
Import
Summary
Information
appears
here
Error
Messages
appear here
4. Click Close.
The User and Group definitions are imported into the User Administration application.
a. Click .
5. (NICE Authentication only) In the Login Options area, select Display login information, if
you want the login information to appear each time the user logs in. The last login date and
time is displayed as well as the number of failed login attempts.
Below is an example of Login Information that appears when a user logs in if this option is
selected:
6. (NICE Authentication only) Select when the Login ID should be deactivated: either according
to the number of days it is inactive, or according to a number of failed attempts due to an
invalid password.
7. Click Save .
The Audit Trail application enables finding audit messages and viewing them.
Contents
Basic queries are built in to NICE Perform eXpress. They filter for messages from a specified time
in the past up to the present. These Basic queries are:
• Last 1 month
• Last 1 week
• Last 24 hours
• Last hour
See Running a Saved Query to use a basic query.
Creating Queries
Creating queries enables specifying the information you want to find in the query results. See
Creating a New Query on page 79. After creating a query, you can save it and then use it again.
See Running a Saved Query.
Modifying Queries
Modifying queries enables changing the information in the query results. See Modifying a Query
on page 81.
You can set a default query that will automatically filter the results each time you start Audit Trail.
See Setting a Default Query on page 81.
Basic queries
Existing queries
Option Result
Query located in the Public folder branch Everyone can run the query
Query located in the Private folder branch Only you can run the query
Query name After saving the query, this name appears in the
Saved Queries pane
Show last Displays results from the specified period in the
past up to the present
From/To Displays results for a specified period in the past
Message Types Displays results from a specific message type
a. Select Private folder or Public folder, depending on who you want to run the query. See
Table 5-1 on page 79 for more information. Later, when you save the query, the query
name will appear under the selected folder.
b. (Optional) Create a new folder for the query: Click the New button or right-click a
folder, and select Folder. A new folder appears in the Saved Queries tree. Select the
new folder, and name it in the Query Criteria pane. Click Save.
Query name
3. In the Query Criteria pane, define the search criteria for the new query. See Table 5-1
on page 79 for more information:
a. In the Query name field, enter a name for the new query. (Note: This name only appears
in the Saved Queries pane after you save the query.)
b. Define a timeframe in one of the following ways:
• Select the Show Last radio button. Then select a time interval (Minutes, Hours,
Days, Weeks or Months) and enter the appropriate time value (such as 3 Hours or
12 Days).
• Select the From radio button to define a specific time period. In the From and To
fields, enter the date and time.
-or-
Click the Calendar button, and select dates from the displayed calendar. Click the
4. Click Run .
The results appear in the Query Results area.
5. (Optional) Click Save to save the query. The query is saved in the location you set in Step 1.
Modifying a Query
You can change the search criteria in an existing query and then save your changes.
To modify a query:
1. In the Saved Queries pane, select the query you want to modify.
The results appear in the Query Results area.
2. In the Query Criteria pane, change the query parameters as needed. See Table 5-1 on page 79
for a description of the options and Step 3 for detailed instructions.
3. Click Save to save the query.
The default query appears with an orange filter icon next to it.
3. To remove the default status from the query, right-click the default query and select Remove
default query.
Deleting a Query
You delete a query from the Saved Queries pane.
To delete a query:
1. In the Saved Queries pane, click the query you want to delete.
The query runs.
Viewing Messages
The Query Results area displays the messages that match the timeframe and message types
specified in the query. See Understanding Audit Messages below for more information.
Query Results area
You can limit the number of displayed audit messages to 100, 250, or 500.
Shared with:
All Installation guides (appendix)
Administrator’s Guide (chapter)
NICE Perform eXpress supports the use of Excel file templates for importing channel mapping
and user definitions more quickly and efficiently.
IMPORTANT
• To edit the Import file, Microsoft Excel must be installed on the NICE Perform eXpress
machine.
• To view the Import file, Microsoft Excel or Excel Viewer needs to be installed on the NICE
Perform eXpress machine. You can download the Excel Viewer from the Microsoft Web site
at the following link:
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=1cd6acf9-ce06-
4e1c-8dcf-f33f669dbc3a
Contents
Important Guidelines
• In the Configuration application, the monitored devices definitions in the Import file are
appended to the monitored devices currently listed in the Channel Mapping tab.
However, the channel mapping definitions in the Import file overwrite the channel mapping
definitions currently displayed in the Channel Mapping tab.
To avoid overwriting existing channel mapping definitions, you must include the existing
definitions in the Import file.
• After importing the channel mapping definitions, always use the Import file to update these
definitions. Any changes made directly in the user interface of the Channel Mapping tab will
be overwritten the next time an Import file is imported.
• Each import file can have up to 200 channel mapping entries. If the import file contains more
channels than allowed by your license, only the first channels will be imported.
This section describes:
• Creating Import Files for Channel Mapping on page 88
• Updating Channel Mapping from Import Files on page 94
• Importing a Channel Mapping Import File on page 95
2. On the NICE Perform eXpress machine, from the Start menu, navigate to All Programs >
NICE Perform eXpress > Import Templates.
3. Copy NPX Channel Mapping Import Template V3.0.xls to a location on your hard drive.
4. Open the template file. If prompted, Enable Macros.
The RecordingConfiguration tab appears.
5. From the File menu, select Save as and rename the file with a logical name (one containing
the name of the telephony environment is recommended).
6. Open the new file you saved in the previous step and from the Select Telephony
Environment drop-down list, select a Telephony Environment.
7. In the Number of Channels field, enter the number of channels to be mapped, including
those that are already mapped in the Channel Mapping tab of NICE Perform eXpress.
Example: If 5 channels were previously mapped, and you are adding 15 more channels, enter
the number 20.
Enter number of channels here
8. Press the Tab key to select the cell with the GO! button. Then click GO!
Important: If the cell with the GO! button is not selected, then the GO! button will not work.
The table fills up according to the selected telephony environment and number of channels.
9. Enter information according to the guidelines in Monitored Device and Channel Mapping
Parameters on page 91.
IMPORTANT
You must include the channel mapping definitions that are already configured in the Channel
Mapping tab of NICE Perform eXpress. These definitions will be overwritten when you import
the Import file.
10. In a Mixed Environment you will need two files, one for each environment. Repeat this
procedure from Step 4 to create a second file.
11. Proceed to Importing a Channel Mapping Import File on page 95.
Trunks: Mapping is
• To map Extensions to
automatic. Define each Positions, complete this
device in the Additional field for all Positions.
Monitored Devices section. • To map Positions to
Positions: Define the To Extensions, complete this
Device from the Extension field for all Extensions.
to Position Mapping section • Use this value for the To
in this section. Device field in the
Extension to Position
Mapping section.
Device Type The type of device being
recorded.
Example: Extension, Turret,
Position, Station
• To map Extensions to
Positions, complete this
field for all Positions.
• To map Positions to
Extensions, complete this
field for all Extensions.
IP Address IP address of the telephone
extension being recorded.
EXAMPLE:
In the example below, the telephony environment is Avaya TSAPI TDM Extension-Side, and
the mappings for 10 channels are defined as follows:
The Excel file uses macros in order to display the necessary channel mapping parameters for the
required telephony environment.
IMPORTANT
Make sure that the macros are enabled for use with the channel mapping import template.
3. Press the Tab key, and then click the GO! button.
TIP: If the GO! button is not active, make sure that the cursor is not inside a cell that
already contains text.
4. Enter information according to the guidelines in Monitored Device and Channel Mapping
Parameters on page 91.
5. Save the file.
6. Proceed to Importing a Channel Mapping Import File on page 95.
1. In the Channel Mapping tab in the Configuration application, click Import File .
The Import Channel Mapping window appears.
2. Click to browse and select the Import file for the current telephony environment.
IMPORTANT
In sites with two telephony environments, verify that you are importing the channel mapping
definitions for the correct environment.
In this example, channel mapping
definitions are imported for
Avaya CDR TDM Extension-Side
3. Click .
The Import Channel Mapping window now displays the Summary area with summary
information. If errors occur, the errors appear under the summary information.
Import Summary
Information
appears here
4. Click Close.
The Channel Mapping tab is updated with the data from the Import file.
• Save This will save your changes without applying them. You can continue to work
on this page. Save does not make the settings active in your system. You will
have to click Next to advance to the next tab.
• Apply This will apply the new setting to your system and make them active. Only
Apply after you have completed all configuration definitions on all tabs and
your system is not currently recording. Apply will interrupt recording.
WARNING
Apply interrupts recording, resulting in a loss of data! Only click Apply when
you have determined that your system is not currently recording
• Next This will save your changes (the same as Save) and will advance to the next
tab.
After you click Next, the Storage and Archive tab becomes enabled.
Important Guidelines
• Up to 200 users can be imported at a time. Each time you import the Import file, new users are
added to the list of the current users.
• When users are already defined in the User Administration application, the Import file updates
their information.
IMPORTANT
Do not change information in the Metadata tab!
Groups Tab
Assign groups according to Manager team members to allow the manager to run queries on team
members interactions.
Enter the following information in the Groups tab:
• Group Name
• Description
Users Tab
When creating a new user, set their user type, permissions, and other settings.
The table below lists the field name, description, and guidelines you must follow when filling
information in the Users tab:
Table 6-2: Users Tab Description and Guidelines
2. Click to browse and select the Import file you want to import.
3. Click .
The Import window now displays the Summary area with summary and error information.
Import
Summary
Information
appears
here
Error
Messages
appear here
4. Click Close.
5. Click Save to save the updated definitions in the User Administration application
• Extend the retention of specific interactions, such as those marked as a customer dispute. See
Extending the Retention of Interactions on page 104.
• Search for interactions whose retention has expired or will expire shortly. See Filtering
Interactions by Retention Information on page 107.
• Review the Extend Retention status of interactions whose retention has been extended. See
Understanding Interaction Details With Extend Retention on page 108.
IMPORTANT
Extending retention is only available to users who have administrative privileges in the NICE
Perform eXpress system. Users who do not have these permissions will not see any of the
features described in this section.
Contents
NOTE:
In order to extend the retention of interactions, the site must first be enabled for data
retention. See the relevant NICE Perform eXpress Installation Guide for more
information on enabling retention.
EXAMPLE:
You want to extend the expiry date for certain interactions which were involved in a customer
dispute. The current expiry date for the relevant interactions is 30 January 2009, and you extend
this expiry date to 30 January 2011.
In order to extend the retention of interactions, the following two requirements must be met:
• The new expiration date, after extending retention, must be after the existing expiration date.
• The interaction must be archived.
If these requirements are not met, when attempting to extend the retention of interaction, the
interaction appears in red with the message that retention cannot be extended.
Action buttons
Selected interaction
5. Click Extend Retention . Note: If the Extend Retention button does not appear,
retention is not enabled at the site. See the relevant NICE Perform eXpress Installation Guide
for information on enabling retention.
The Extend Retention window appears, and details of the selected interactions are displayed.
Details of the
selected interactions
6. In the Extend retention to field, enter a date that is after the current expiration date. (If no
date appears in the Current Expiration Date column, the interaction is not yet archived, and
its retention cannot be extended.)
In the New Expiration Date column, the date is updated for all the listed interactions.
7. Click OK.
The retention of the interaction is extended. See Filtering Interactions by Retention
Information on page 107 to query for interactions according to their Extend Retention status.
• Expires in <number of months> months: Finds all interactions whose retention will
expire in the specified number of months.
• Extended Retention Status: Finds interactions according to whether or not their retention
has already been extended. The possible statuses are:
• In Progress: Request was made to extend the retention of the interaction.
For information on how to expand the interaction details, see the NICE Perform eXpress
Interactions Guide: Query and Playback.
NICE Perform eXpress is supported in several languages. To install NICE Perform eXpress, your
machine must be set to English. To configure and use NICE Perform eXpress, your machine must
be set to your local language. The sequence by which you change language settings and install
NICE Perform eXpress is outlined in How to Install NICE Perform eXpress in Languages
on page 110.
Contents
To use NICE Perform eXpress in your local language, the language must have the highest priority
in your Internet Options. Use the following procedure to select a language and set priority.
This procedure must be completed on the NICE Perform eXpress machine and on each
workstation that accesses the NICE Perform eXpress.
The language that has priority determines the language and format of your calendar and how dates
appear on your window. If dates do not appear correctly, verify that the correct language has
priority in the Language Preference window using the following procedure.
2. Click Languages.
3. If your local language does not appear in the list, do the following:
a. Click Add.
The Add Language window appears.
The Find Audio feature enables finding interactions directly from the Recording Unit when the
interactions are not available in the database.
Contents
Overview........................................................................................................................ 116
Finding Audio on the Current Recording Unit - CDR Only ....................................... 117
Retrieving Audio from Version 8.9 Storage Media .................................................... 119
Overview
The Find Audio feature enables finding interactions directly from the Recording Unit when the
interactions are not available in the database. This feature is necessary in two scenarios:
• In CDR environments when the CDR fails to insert interactions into the database and
immediate playback is required. See Finding Audio on the Current Recording Unit - CDR
Only on page 117.
• When interactions are stored on media and are no longer in the database with corresponding
metadata. See Retrieving Audio from Version 8.9 Storage Media on page 119.
The Find Audio feature is accessed from the Interactions application.
Find Audio
5. In the Start Time field, click the Time button and select the beginning of a two-hour range
when the interaction took place.
6. In the Stop Time field, click the Time button and select up to two hours after the value in
the Start Time field.
7. Click OK.
The interactions play back in Player. The channel details and time of the interaction appear in
the Player title bar.
Channel Details and Time
NOTE:
In the Media Status area, verify that Retrieval is selected. If Archive is selected by
mistake, the data on the recording media may be overwritten
7. In the Media Content area, select one or more channels that include the interactions you want
to retrieve.
8. In the From and To fields, enter the date and time of the interactions you want to retrieve. The
time range can be up to two hours.
-or-
Click the Calendar button, and select dates from the displayed calendar. Click the Time
Chooser button, and enter a time. The time range can be up to two hours.
9. Click Retrieve.
Retrieval begins. In the Media Status area, the status changes from Ready for Reading to
Retrieving. When the retrieval process is finished, the status changes back to Ready for
Reading.
NOTE:
The retrieval process can take several hours.
12. Select External Logger ID and enter the Logger ID included in the tape label.
13. In the Channel field, enter the channel included in the tape label.
14. In the From and To fields, enter the date and time of the interactions you want to retrieve.
-or-
Click the Calendar button, and select dates from the displayed calendar. Click the Time