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Configuring for Outbound Contact Data
In order to store Outbound Contact data in IDB for reporting purposes, certain configuration settings are required in the Genesys Configuration Layer, both for certain Outbound-related configuration objects and for the ICON Application object.
For more information about Outbound Contact Server (OCS) data in Interaction Concentrator, see Integrating with Outbound Contact.
Outbound Contact Configuration
Special configuration of the items listed below is required in order to enable OCS to process and send data to ICON about the content of the fields in calling list records.
The Field-level configuration options (described in detail below) controls whether ICON will receive and store field values:
For every Field configuration object that describes a single field (for example, a phone number) within a record, you must configure the icon_attribute option if you want that data to be stored in IDB.
To configure this option:
- Open the Properties dialog box for the particular Field configuration object.
- Click the Annex tab.
- Create a new section named [default], if it does not already exist.
- Within this section, create a new option named icon_attribute.
- Set the option to one of the following values:
- 1—To store OCS mandatory fields in the GO_RECORD table, custom defined fields in the GO_CUSTOM_FIELDS table, and history of field changes in GO_FIELDHIST table.
- 2—To store data as a secured field in the special GO_SECURE_FIELDS and GO_SEC_FIELDHIST IDB tables.
If you do not configure this option, or if you set its value to 0 (zero), OCS will not deliver those fields to ICON when sending reporting information, and ICON will not store the value of such fields.
For every user-defined or mandatory field that describes a single field (for example, a customer name) within a record, configure the send_attribute option to have OCS attach that data to outbound calls and in user events.
By default, OCS attaches the values of the mandatory fields listed in the table below. The table also shows the default key name for the attached data key–value pair.
If you do not configure the send_attribute option for other mandatory fields and for user-defined fields, OCS does not process data that is related to those Field objects, and accordingly ICON does not receive that data.
For more information, see the section about Field–level options in the Outbound Contact 8.1 Deployment Guide. See also the section in the Outbound Contact 8.1 Reference Manual about attaching record information to desktop and OCS user events.
Campaign Group Object
To enable reporting for all the activity associated with a Campaign Group, including chain activities, ensure that the Campaign Group object’s configuration properties specify a valid Voice Transfer Destination DN. The DN must be located on the switch served by the T-Server to which OCS is connected, and the T-Server must have a CTI link connected with the switch.
Outbound Contact Server
If you require OCS to report snapshot metrics that are based on calculations related to call times (Outbound Call Dialing Time, Outbound Call Transfer Time, and CPD Time), ensure that audit logging is enabled for the OCS Application object.
- To enable audit logging, set the log_call_stats configuration option to true or yes.
No other special configuration is required on the OCS Application object.
To enable ICON to receive OCS data and store it in IDB, you must configure ICON connections to appropriate data sources, and you must set relevant configuration options.
To have ICON store Outbound Contact data, you must add at least one OCS instance to your ICON Application object Connections tab.
- In an environment with a single OCS instance, add the OCS Application object to the Connections tab of the ICON Application object.
- In an environment with multiple OCS instances, decide on your deployment topology—that is, decide whether a single ICON instance will handle the data from all or a subset of OCS instances, or whether each OCS will have a dedicated ICON instance. Based on your deployment decision, add one or more OCS Application objects to the Connections tab of the ICON Application object that must store data from those OCS instances.
Specifying Which Switches to Use for Outbound Data
Each OCS instance can connect to multiple switches. If you simply add OCS to your Connections tab, ICON takes Outbound data from all switches to which the specified OCS instance(s) are connected.
To take Outbound data only from some of the total pool of switches, add T-Server(s) associated with the desired switch(es) to the ICON Application object Connections tab. ICON then takes data only from the switches that are associated with the specified T-Servers.
For a detailed discussion of these deployment considerations, see Outbound Contact Deployment Scenarios in the Interaction Concentrator User's Guide.
ICON Role Configuration Option
For every ICON instance that must store outbound data, make sure that the role option on the Options tab of the ICON Application object includes gos in the list of values. If you deploy a single ICON instance for the entire contact center, you can keep the default value (all).
If you store different types of data to different IDBs, make sure that gos is also specified for the role option on the Options tab of the appropriate Database Access Point (DAP). Configure this option on the Options tab of the Application object for the DAP that your ICON instance uses to store outbound data to IDB.
OCS–Specific ICON Options
The following ICON configuration options enable you to specify what outbound data ICON should store, and in what manner:
Review the descriptions and values for the gos-write-* configuration options (in the Outbound metrics functional group). Select the appropriate values for your environment, and then make the appropriate configuration changes on the Options tab of the ICON Application object.
In multi-tenant environments, the OCS-related objects that the ICON instance monitors may be configured under various tenants. Ensure that you assign all related tenants to the ICON application.
For example, you might create an Outbound Calling List object under a tenant called Outbound, and have the calling list use fields that you created as Field objects under the Environment tenant. To enable ICON to process OCS data related to the Outbound Calling List:
- Configure the required Field objects under the Environment tenant.
- Configure the icon_attribute option for all the fields that you want ICON to store.
- Configure the send_attribute option for all the fields that you want ICON to store.
- Add both the Environment tenant and the Outbound tenant on the Tenants tab of the ICON Application object.