QueueMetrics_integration
QueueMetrics_integration
UCM6510/UCM62xx Series
QueueMetrics Integration Guide
Table of Contents
INTRODUCTION ................................................................................................................. 6
QUEUEMETRICS CONFIGURATION............................................................................... 10
Authentication .............................................................................................................................................. 10
Configuration ............................................................................................................................................... 11
Configure AMI connection ................................................................................................................... 11
Creation of Agents ............................................................................................................................... 12
Creation of Users ................................................................................................................................. 13
Creation of the Queue ......................................................................................................................... 14
SUPPORTED OPERATIONS............................................................................................ 16
Agent logon ................................................................................................................................................. 16
Agent logout ................................................................................................................................................ 17
Realtime Monitoring..................................................................................................................................... 18
Realtime Monitoring – Pausing............................................................................................................ 19
Realtime Monitoring-Barging ............................................................................................................... 21
Realtime Monitoring-Transferring ........................................................................................................ 22
Realtime Monitoring-Hangup ............................................................................................................... 23
Generating Performance Report ................................................................................................................. 24
All calls report ...................................................................................................................................... 25
Calls fully within the given time interval ............................................................................................... 26
Agents on queue.................................................................................................................................. 26
Service level agreement report ............................................................................................................ 27
Disconnection causes report ............................................................................................................... 28
PARTITION ....................................................................................................................... 29
Setup and Configuration .............................................................................................................................. 29
Configuration on QueueMetrics ........................................................................................................... 29
Configuration on UCMs ....................................................................................................................... 30
UCM6510/UCM62xx series have integrated QueueMetrics which is a highly scalable monitoring and reporting
suite that addresses the needs of thousands of contact centers worldwide and offers a broad range of
integrated benefits.
This guide contains step-by-step configuration needed to set up QueueMetrics with the UCM6510/UCM62xx
explaining the integration and providing a level of insight a user can obtain over his call-center system using
QueueMetrics as a tool to deliver a powerful call center solution that allows call center managers to monitor
and manage call center with a simple and easy to use interface.
UCM6510/UCM62xx are currently supporting the following features with QueueMetrics: Agent login, Agent
Logoff, Realtime Monitoring-Pausing, Realtime Monitoring-Barging, Realtime Monitoring-Transferring,
Realtime Monitoring-End calls, Generating Performance Report-Quick and Agent today.
The UCM6510/UCM62xx supports the following features using QueueMetrics. Each option will be explained
and detailed in sections below.
Operations
Agent logon
Agent logout
Realtime Monitoring-Barging
Realtime Monitoring-Transferring
Realtime Monitoring-Hangup
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UCM CONFIGURATION FOR QUEUEMETRICS
Prerequisites
On the UCM6510/UCM62xx:
On the QueueMetrics:
Configuration
After getting the account from QueueMetrics, The UCM6510/UCM62xx needs to be publicly accessible and
configured under Value-Added Features→ QueueMetrics following the steps below:
Note: The following applies to “Single” mode. For cluster mode, please refer to [PARTITION] section.
3. Navigate to Value-Added Features → AMI and create a new AMI user. The information below is
just an example to show how the configuration is made:
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a. Username: amitest123
b. Password: test123
c. Permitted IP(s): 127.0.0.1 / 255.255.255.0
4. Create and configure user extensions(agents) and a call queue on the UCM6xxx:
a. Make sure that Enable Agent Login is not enabled to avoid agent login issues.
In our example we choose to create Queue 6500 and name it as QM_test and create two extensions 1000
and 1001 without adding them to QM_test.
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QUEUEMETRICS CONFIGURATION
Authentication
3. User can change the password for the account provided from QueueMetrics on web portal under
Settings→Users.
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Configuration
Configure AMI connection
In order for the UCM to communicate with QueueMetrics, the user needs to configure on QueueMetrics the
same account for AMI that has been configured previously in the UCM, make sure to choose DirectAMI_Live
as the PBX platform and specify the type of Channels as PJSIP. To do so please follow the steps below:
1. Login in QueueMetrics.
2. Navigate to the Edit QueueMetrics system parameters page under Home → Administrative Tools.
3. Choose the type of PBX platform to be used which is in our case DirectAMI by editing the following
line: platform.pbx=DirectAMI_Live
callfile.dir=tcp:{AMIusername}:{AMIpassword}@{allowedIPaddress}:{AMIport}
In our case, to match the AMI credentials the line needs to be set to:
callfile.dir=tcp:amitest123:[email protected]:7777
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platform.directami.extension=PJSIP/${num}
platform.directami.localext=PJSIP/${num}
Creation of Agents
Same Agents that were created on the UCM need to be added on QueueMetrics in order to manipulate
manage them.
1. Login in QueueMetrics.
2. Navigate to the Agents page and create new agents for both extensions created on the UCM.
3. Set Current terminal field to the extension number created on the UCM.
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4. Do the same config for the second agent 1001 as well.
Creation of Users
User account needs to be created for each agent so that they can use their user credentials to log into the
web portal to manage queues and calls they are in.
2. Set Login field to the same previous agent code configured for each agent.
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Figure 9: User Creation on QueueMetrics
Same Queue number created on UCM6xxx needs to be created on QueueMetrics following the steps
below:
3. Set Queue(s): to the extension number of the queue configured on UCM, in our example it is 6500.
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Figure 10: Queue Creation on QueueMetrics
4. Once the queue is created, on the main Queues page, edit the agents of queue 6500 and add the
two newly created agents to this queue like shown below.
Note: Once all above configuration is done, agents can use their user credentials to log into the web portal to
manage queues and calls they are in.
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SUPPORTED OPERATIONS
Agent logon
To log into a queue from the user portal, please follow the steps below:
1. Login using User credentials “login” and password created on User page.
2. Go to the drop-down menu and select “agent logon”.
3. Select the desired queues to log into and click on the [>] button.
Note: Logging into the queue(s) successfully on QueueMetrics will also log the UCM extension into the UCM
queue like shown below.
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Agent logout
logging out from the QueueMetrics user portal will remove the UCM extension from the UCM queue and it can
be done by following the steps below:
1. Login using User credentials “login” and “password” created on User page
2. select again the desired queues and click this time on the [<] button.
The extension will not be seen as part of the queue on UCM as shown below.
Note: Logging in/out Dynamically agents on the UCM using Code suffix will also result in logging in/out the
agent in QueueMetrics.
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Realtime Monitoring
Realtime monitoring allows administrators to have an overview of queue agents and call activity and it can be
accessed by clicking the "Start real-time monitoring" label from the home page. It will show a page similar to
the one below:
On the top of the page there is a control table showing the last update timestamp and other dropdown
selectors as specified below:
• Reload: It defines the update period will be used to refresh the shown data
• Reports: Displays Recap, Calls being processed, and Agents logged in when the options are toggled
on.
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Note: The page is able to auto-refresh in background at the period specified in the first dropdown, but you can
anyway force a faster reload by clicking the "Reload" button.
Active calls will be displayed under the Calls being processed section and logged-in agents will be shown
under the Agents currently logged in section. If this page does not display anything, please check your
UCM configuration and make sure the Account Code is correct.
In addition to monitoring agent activity, administrators can also barge into calls, pause/unpause agents and
close calls like detailed in the below sections.
Agents can be paused so that they will not receive calls and the administrator can control that by following the
steps below:
2. Click on Pause agent and select the pause reason (Lunch, Hourly break, Email, Backoffice, Wrap).
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Once the agent is paused, Field “on pause” on the recap will be updated with the number of agents actually
being paused.
Note: Like the administrator can control pausing agents, agents themselves can do the same operation when
they login on QueueMetrics user portal by following the steps below:
1. Login using User credentials “login” and password created on User page.
Agent Status will move now from green to led like shown on the top left corner.
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Realtime Monitoring-Barging
When there is an active call between an agent and an external number showing under Realtime monitoring>
Calls being processed, other station like the extension of the supervisor can monitor and join the call to spy
on it.
2. Under call being processed, look for the call you want to spy on it.
4. Set the field “Your extension” to the extension number of the Spy station.
Once you click on the option “Monitor now”, a call will be sent to Station having extension 3000 and answering
that call will allow this station to spy on the agent call an hear the conversation between him and the external
number.
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Realtime Monitoring-Transferring
This feature allows to transfer calls to other agents if necessary when they are available under Realtime
monitoring> Calls being processed.
2. Under call being processed, look for the call you want to transfer it.
4. Set the field “Transfer to extension” to the extension number where you want to transfer the call.
Once you click on Transfer button, the call will be blind transferred to the extension number set on the filed
“Transfer to extension”.
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Realtime Monitoring-Hangup
Supervisor can force to end a call on behalf of the agent when necessary.
2. Under call being processed, look for the call you want to end.
Once done the action Hang up will be performed but it may take a few seconds to take place.
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Generating Performance Report
One of the main functions of the Integration of QueueMetrics is getting and generating call center performance
reports: answered/unanswered call details, agent session details, call breakdown for a time period, etc.
This section is accessible either by accessing Agent report on the home page or under Realtime monitoring>
• Automatic queue(s) generated which is the queue or composite queue you want to analyze
• Filter is the call filtering criteria which can be specified by clicking on the button “Search”
• Start and end date let you select the period you want to analyze, which can be defined also by clicking on
“Search”.
• Total calls processed gives the amount of the answered and unanswered calls.
• Ratio is the percentage of the answered and unanswered calls with a graph presentation next to it.
Users could export the whole analysis to a PDF or XLS files by clicking on two buttons located on the report
header.
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All calls report
The answered calls section deals with calls that were correctly handled by agents.
• The average call length which is the time the caller spends talking to an operator).
• The maximum and minimum call lengths recorded for the given time period.
• The average call waiting time (i.e. the time a caller was waiting on a queue before being connected to
an operator).
• The minimum and maximum initial queue positions that have been detected.
• The queue position coverage: as this information is not tracked for all calls, this ratio shows the average
number of calls that had queue position record.
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Calls fully within the given time interval
The answered completed calls section deals with calls that were correctly handled by agents. This is similar to
what is reported on previous panel but may exclude calls that were started before or terminated after the given
time frame.
Agents on queue
This report shows which agents have been available for the given queue, how many calls each one handled
and the percentage of all calls that each one handled.
The graph below shows which agents have been available for the given queue representing the percentage of
all calls that each one handled.
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Figure 28: Graph for agents on queue
This report shows the distribution of call waiting times. It shows how many calls were answered within a given
time frame, usually 120 seconds in 10 second.
This graph will provide a percentage of how many calls were answered within X seconds; the percentage
includes calls answered in a shorter time frame and therefore grows with time. The "delta" value you see is the
absolute increment, expressed in number of calls, between each time frame, while the "Offered" column
displays the result of the taken calls divided by the total taken plus the total lost. This metric is computed only
on answered calls, ignoring lost calls.
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Disconnection causes report
• The call was transferred outside the queue and the agent was
freed again.
• The call was ongoing at the time the report was run.
The graph reports the percentage values associated to the reason of why calls were terminated, as calculated
in the table.
Note: For more details please refer to the QueueMetrics User Manual guide:
https://downloads.loway.ch/qm/QM_UserManual_19.10.pdf
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PARTITION
QueueMetrics is able to monitor clusters of Asterisk servers, in order to monitor large call centers that are
spread over a number of physical machines. This setting is often used for large deployments of
UCM6510/UCM62xx, as it leads to a number of advantages:
• The overall call center is safer, as the failure of one single UCM leads to a down of only part of the call
center and not its entirety.
• The call center can easily grow to hundreds of seats simply by adding more UCMs, without special
optimizations or configurations.
• Ability to have multiple UCMs working together as if they were one single box.
In our Scenario we are going to use a cluster of two UCMs that will be monitored with the same account provided
by QueueMetrics.
Configuration on QueueMetrics
In our case, we have a cluster of two UCMs, so the below configuration needs to be done and executed on
QueueMetrics settings Under Home → Edit System Parameters:
2. The Value cluster.servers needs to be set to the servers names separated by a pipe.
Example: cluster.servers=UCMA|UCMB, For each of them put these values, replacing 'servername'
with the name you have chosen.
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To summarize, this what the configuration in QueueMetrics should looks like:
default.queue_log_file=cluster:*
cluster.servers=UCMA|UCMB
cluster.UCMA.manager=tcp:amitest123:[email protected]:7777
cluster.UCMA.queuelog=sql:UCMA
cluster.UCMA.monitored_calls=z:/qm_streamcall/server_aleph
cluster.UCMA.callfilesdir=
cluster.UCMA.audioRpcServer=
cluster.UCMA.agentSecurityKey=
cluster.UCMA.websocketurl=ws://10.10.3.5:8088/ws
cluster.UCMA.rtcWebBreaker=false
cluster.UCMB.manager=tcp:amitest456:[email protected]:7777
cluster.UCMB.queuelog=sql:UCMB
cluster.UCMB.monitored_calls=z:/qm_streamcall/server_trix
cluster.UCMB.callfilesdir=
cluster.UCMB.audioRpcServer=
cluster.UCMB.agentSecurityKey=
cluster.UCMB.websocketurl=ws://127.0.0.1:8088/ws
cluster.UCMB.rtcWebBreaker=false
Configuration on UCMs
Under Value-added Feature → QueueMetrics on each UCM, set the Partition field to the same value as the
servername configured on QueueMetrics, then disable/enable the configuration to take effect.
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Figure 33: UCMB Partition Configuration
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