1841 lines
83 KiB
Plaintext
1841 lines
83 KiB
Plaintext
################ UPGRADE
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NOTE: Upgrading from 2.0.5 to 2.2.0 is below the first section
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NOTE: Upgrading from 2.0.4 to 2.0.5 is below the second section
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NOTE: Upgrading from 2.0.3 to 2.0.4 is below the third section
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NOTE: Upgrading from 2.0.2 to 2.0.3 is below the fourth section
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NOTE: Upgrading from 2.0.1 to 2.0.2 is in the next section
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NOTE: Upgrading from 1.1.12-3 to 2.0.1 is at the bottom
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########## UPGRADING FROM 2.2.0 TO 2.4 ##########
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OPTIONAL STEPS(But highly recommended) - Backup existing system:
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1. Run this for a 1-server system or server with database on it:
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(this may take hours on large system)
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/usr/share/astguiclient/ADMIN_backup.pl --debugX
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2. Run this on dialer/Asterisk-only servers:
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(do not run this if you only have one server):
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/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
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REQUIRED STEPS!!!
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1. upgrade the MySQL asterisk database(you have two options):
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A. Running the upgrade file directly from Linux:
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mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.4.sql
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B. Going into mysql and executing the upgrade sql file:
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mysql
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use asterisk
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\. /path/from/root/extras/upgrade_2.4.sql
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quit
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2. install new files:
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perl ./install.pl
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NOTES: If you have customized any scripts in the bin or agi folders,
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then make sure you back them up before running the install.pl script.
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This script will replace existing files in the astguiclient installation.
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3. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
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page and set each one to "Rebuild conf files = Y" and click submit.
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This will rebuild the conf files to ensure any changes are updated.
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4. On one server only, update your phone codes data:
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/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
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OTHER CHANGES:
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1. Changed "After hours", "No agent no queue" and "drop timeout reached" DROPs
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to use AFTHRS/NANQUE/TIMEOT statuses respectively
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2. Added an option to record calls that enter through a DID until they end or
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enter an in-group queue. MUST ENABLE --MIX CRONTAB ENTRY!!!
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3. Added ability to have AGENTDIRECT calls that drop go to user's defined
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voicemail box
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4. Added ability to use a webphone added in an IFRAME in the agent screen.
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Tested with Zoiper webphone and sample code included
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5. Added vdc_script_notes.php for call notes and appointment taking, read
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comments for more information.
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6. Added Call Log View options to the Agent screen, can be enabled in the
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User Group screen or the User screen in Administration
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7. Added custom dialplan entries fields for System Settings and Servers
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8. Added ability to use security_phrase field in the vicidial_list table as a
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Custom CallerID, must enable in Campaign settings
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9. Changed voicemail auto-config to use voicemail.conf directly because include
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files are not fully supported in voicemail.conf. If you have any custom
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voicemail boxes that are NOT defined in ViciDial then you need to put
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them in a custom context above the [default] context in voicemail.conf
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in order to keep them. This change will update the ViciDial database if
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the user changes their voicemail password through their phone. If that
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user also uses that phone entry to login to vicidial.php that password
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will be changed as well
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10. Changed AGENTDIRECT selection to be triggered by clicking on AGENTS link
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instead of number-to-dial field
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11. Reformatted lead search page and added first and last name search options
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12. Added 3-WAY status to the Real-time report to show when agents are in
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consultative transfer sessions
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13. Added AGENTONLY Scheduled Callbacks display options to allow the Callbacks
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link line in the agent interface to show as red and/or blink. Also,
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added option to have callbacks count display only triggered callbacks
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14. Added carrier log display option to Real-time report to show the hangup
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causes for the last 24/6/1 hours and 15/5/1 minutes of outbound calls
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15. Added agc/deactivate_lead.php script that can change the status of a lead in
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another campaign with the same vendor_lead_code, source_id or other
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field match. See the file comments for more information
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16. Added options.php for vicidial.php to give you the ability to change the
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interface options in a separate file so that they can be preserved
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through an upgrade. See options-example.php for more information
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17. Added CallCard featureset to allow for pin-number entry before entering an
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In-Group by a customer with minute balances and a basic admin interface.
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See the CALLCARD.txt doc for more information.
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18. Added display options for agent screen Transfer-conf buttons in the User
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Group modification screen.
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19. Added ra_call_control function to agent API to allow for hangup and transfer
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of calls sent to a Remote Agent also allows for setting of a disposition
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for more information read the AGENT_API.txt doc.
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20. Added Extension Groups feature to Remote Agents section allowing calls to be
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sent to different numbers in a round-robin method when enabled on
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multi-line remote agent accounts. To enable, you must create Extension
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Group entries and enable Extension Group in the Remote Agent entry.
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21. Added agi-AGENT_route.agi script to more easily allow for agentdirect calls
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from call menus without having to create a DID entry for every agent.
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Simply put this line in the custom dialplan section of the call menu
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that you want to allow agentdirect dialing for:
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"exten => _XXXX,1,AGI(agi-AGENT_route.agi,default---AGENTDIRECT)"
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That example will only work for agents that have 4-digit IDs.
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This works well even after hours and when the agent is not available
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because you can set the call to go to a voicemail box in the selected
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in-group by using AGENTVMAIL in the voicemail field of the in-group.
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22. Add the following lines to the extensions.conf to fix bug with manual dial
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leave answering machine message(put in the default context):
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exten => _8320*.,1,AGI(VD_amd.agi,${EXTEN}-----YES)
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exten => _8320*.,2,Hangup
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23. Added ability to search logs from admin search lead page
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24. Added more login information to the User Stats page including session,
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server, phone and computer IP
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25. Added Manual Dial override option to campaigns to allow overriding of
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user options for manual dial permissions
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26. Added campaign option for alerting the agent when they are being blind
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monitored. Options include an alert, a notice and an audio alert
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27. Added inbound custom call ID display and logging feature, also added
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vicidial_log_extended which stores more useful call log info
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28. Added optional phone codecs definitions as well as system-wide defaults
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for codec definition. Default for both is blank which will keep
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whatever is set at the top of the iax.conf or sip.conf files
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29. Added option to allow user information to be blocked form the real-time
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report by user login(the user viewing the report)
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30. Added Hold Time Option Minimum option to in-groups which will prevent the
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hold time option from running until a minimum number of hold seconds.
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31. Added headers to the list export and calls export reports
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32. Added several PRESS-1 options to the Hold Time Option settings for In-Groups
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33. Added Call Time after-hours filename override option used by inbound groups
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34. Added Campaign setting for inbound queue no dial that will prohibit outbound
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auto-dialing if there are any allowed in-group calls in queue if enabled
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35. Added In-group options for setting the length of the on hold message and the
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hold time option press message as well as offering the option to have
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those two prompts be non-blocking and allow existing newer calls through
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to agents while the prompts are playing
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36. Added utility in CallCard section to generate new card IDs and view by Run.
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37. Added Agent API functions for Send DTMF, Park Customer and the Transfer
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Conference functions as well
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38. Added prompt options for in-group VIDPROMPT methods when initiated from Call
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Menus
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39. Added web-configurable TTS voice option. Please make sure the Cepstral voice
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is installed before entering one.
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40. Added function for start_call_url to work with remote agents
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41. Added custom default field names for fields in the agent interface. Defined
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in the Admin System Settings
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42. Added new code to help deal with agents on poor network connections. New
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vicidial.php option is $conf_check_attempts
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43. Added Custom List Fields functions to the Admin and Agent web interfaces.
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To activate you need to enable custom fields in system settings, then
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you can go to the Lists section to add custom fields to a list. The
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fields are tied to a list, not a campaign, and they can be displayed
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in a new tab in the agent interface, and there is a new option to have
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the Get Call Launch open this custom fields tab upon a call being sent
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to the agent. Also, the Calls Export Report and the List Download
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feature include the custom fields values for the leads exported. You
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can import custom field data through the web-based lead loader in TXT
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and CSV format(you must set a list ID override and you must select
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Custom Format). You can also use the non-agent API add_lead function,
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(see the NON-AGENT_API.txt doc for more info). You can also use the
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third gen lead loader to import leads with custom files in several
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other formats.
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44. Added more options to agi-AGENT_route.agi to allow it to prompt for user IDs
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as well as set the number of digits to collect and check whether a user
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is logged into ViciDial. The script can also now be run as an AGI route
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option in CallMenus as well as in the custom dialplan.
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Look at the comments in the code for more info.
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45. Added third generation web-based lead loader capable of loading more data
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file types and optionally loading all of them with custom list fields.
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You must install the following perl modules on your web server for this
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new lead loader to work:
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cpan> install Spreadsheet::XLSX
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cpan> install Spreadsheet::Read
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To get to the new lead loader, click to:
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Lists -> Load New Leads
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Here is a list of the file formats(by file extension) that are now
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supported by the third generation web lead loader:
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TXT - tab or pipe delimited
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CSV - comma separated values
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XLS - MS Excel 2000/XP
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XLSX - MS Excel 2007+
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SXC - OpenOffice.org First Generation Spreadsheet
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ODS - OpenOffice.org OpenDocument Spreadsheet
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46. Added the ability to run selected reports from a MySQL slave server. This is
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definable in the System Settings in the admin.php interface. You must
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already have MySQL Master/Slave replication set up for this to work.
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47. Added options to include recording ID, Filename and/or Location with Call
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Export Report results
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48. Added Non-Agent API function for updating leads: update_lead
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Allows for searching by lead_id, vendor_lead_code and phone_number
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as well as the ability to insert a new lead if no results found.
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Works with custom fields as well.
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For more information, look in the docs/NON-AGENT_API.txt doc
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49. Added Wait Time options to in-groups. This is different from the Estimated
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Hold Time options because this is based only on the customer wait time.
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Also, second and third options were added for both allow the offering of
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a press 1, 2 and 3 option in the wait/hold time option features.
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50. Added timer action methods HANGUP, EXTENSION, CALLMENU and IN_GROUP. These
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allow you to hangup or transfer the call at a set number of seconds
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from start time or triggered from an outside process.
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51. Added Allowable Reports option in User Groups for user_level 7 and higher
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users to restrict viewable reports. Also enforced the Allowed
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Campaigns option in User Group across admin.php and reports
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52. Changed the "Admin" link in admin.php to go to a links page instead of a
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listing of Phones, also forced level 7 users to the reports links page
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if they try going anywhere in admin.php
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53. Renamed "In-Groups" header in admin.php to "Inbound" to reflect that it is
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not just for In-groups, but includes DIDs and Call Menus as well
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54. Added Filter Phone Groups to allow calls coming into DIDs to be filtered
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and sent to a different route if the caller ID number matches one in
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the selected Filter Phone Group, or the search can be done by a web GET
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to a URL that you define.
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55. Added method to clean caller ID number when calls come into DIDs, either by
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stripping specific digits from the front of a number if they are there
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or taking only the right X numbers, i.e. R10 will take only the 10
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digits on the right of a number, and L1 will remove only a 1 from the
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left side of the number.
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56. Added ability to download DNC numbers from the internal and campaign-
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specific DNC lists, as well as the Filter Phone Groups
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57. Added validation for Remote Agents to ensure that the User Start is a valid
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User in the system, also added validation that Remote Agents do not
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overlap their number of lines into another Remote Agent
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58. Added ability to override the System Settings webphone URL per User Group
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59. Added Calculate Estimated Hold Seconds setting which can delay the
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Calculation and optionally the announcement of Estimated Hold Time
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for X seconds.
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60. Added new beta script for faster checking of leave-3way conferences,
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AST_conf_update_3way.pl, read the comments before using.
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61. Added Transfer Presets to Campaigns allowing for unlimited dial presets for
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agents to use in the transfer-conf frame of the agent interface. Also,
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real-time and outbound report reporting have been added to show call
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counts for these presets. Presets can optionally have their numbers
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hidden from agents allowing agents only to select a preset name to
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transfer or conference a call to. You must Enable Transfer Presets in a
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campaign before you can define them in the Presets sub-menu.
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62. Added ability to hide the "Number to dial" field in the Transfer-conf frame
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of the agent interface. This is a Campaign-level setting.
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63. Added Manual Dial Prefix to allow for a different dial path for manual dial
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calls placed through the agent interface.
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64. Added did_id, did_extension, did_pattern, did_description, closecallid,
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xfercallid and agent_log_id as webform and script variables in the agent
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screen.
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65. Added webphone options for System Key and Dialpad, may not be compatible
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with all webphones.
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66. Allow the changing of the queue priority of an inbound call while the call
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is in queue.
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67. Changed the example iax.conf and sip.conf to default to context=trunkinbound
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to prevent unauthenticated calls on insecure phone accounts
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68. Added password strength grading for users, phones and servers. Added ability
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to force a user password change on the next admin login. Added password
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default settings to System Settings and added a first login setup screen
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69. Changed application limit for lead_id from 9 digits to 10 digits. This does
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not affect the database limit of lead_id: 4294967295
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70. Added customer 3way hangup logging options to campaigns which will log if
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and how far into the 3-way call a customer has hung-up, as well as if
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the agent initiated the call after the customer hung up. There is also
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an option to end the 3-way call and send the agent to the disposition
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screen if the customer hangs up during the 3-way call.
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71. Added ability to view Inbound Report by selected DIDs instead of by
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in-groups. Link added to Reports page.
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72. Added dispo_move_list.php script which can be used in the Dispo Call URL
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option for a campaign or in-group. This script can be used to move a
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lead into a different list_id after the agent disposition depending on
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the disposition that is selected. Optionally, the lead can also be reset
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so that it can be dialed back immediately. See the code comments for
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more information.
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73. Added the Lists Campaign Statuses Report which is a list inventory report,
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not a calling report. This report will show statistics for all of the
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lists in the selected campaigns.
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74. Added ability to use Custom List Fields in Web Forms, Scripts and Dispo
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Call URL entries used by the agent interface.
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75. Added "Add Lead URL" feature to in-groups. Works like Dispo Call URL except
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it will send a web get out as soon as a lead is created by the inbound
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process. There is a more limited set of variables available for use with
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this option, see the admin.php help for more details
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76. Changed the PARK CUSTOMER option in campaigns to use a Music-on-Hold context
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instead of a difficult-to-configure filename and extension as before
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77. Added new IVR PARK CUSTOMER feature to campaigns allowing an agent to park
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a customer to an AGI script as an IVR and have the customer enter in
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digits unassisted and then be redirected back to the agent who parked
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them when they are finished. Optional in-group redirect if customer
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does not enter valid input. See example park_call_IVR_example.agi script
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78. Added In-Group options for Estimated Hold Time Minimum, which can replace
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the "15 seconds" minimum accouncement with an announcement of your
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choosing
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79. Added a campaign option for Manual Preview Dial, to enable or disable that
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manual dial option, as well as allowing or disallowing for the SKIP
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lead option.
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80. Added two new recording filename variable options: VENDORLEADCODE, LEADID
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81. Added the ViciDial Web Dial Firefox web browser plugin, that allows right-
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click selection dialing of phone numbers on web pages to a logged-in
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ViciDial Agent session. See "extras/firefox_plugin" for more info.
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82. Added ability to change users' in-group settings from the in-group
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modification screen in bulk.
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83. Added Agent Average time stats option to the real-time screen. Must enable
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realtime_agent_time_stats option in campaign screen.
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84. Added customer park time counter to the agent screen when customer is on
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park. Also, added logging of parked calls to park_log table
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85. Added ADDMEMBER queue_log logging option to System Settings, and added
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CALLERONHOLD entries to queue_log when customer is on park.
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86. Added admin no-cache and auto-refresh of modify screens to admin interface.
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These are configurable in the System Settings
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87. Added option for cross-server phone dialplan extensions in System Settings.
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88. Added campaign feature to automatically adjust the hopper level to the
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dialing rate and the number of active agents, also added a trim feature
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to make sure the hopper is not filled too much
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89. Added the ability to filter manual dial calls to adhere to the call time
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scheme selected for the campaign. Does not work with State Call Times.
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Must be enabled in the Campaign Detail settings.
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90. Added the ability to queue multiple manual dial calls for a specific logged-
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in agent using the Agent API. Feature must be enabled in the Campaign
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Detail settings.
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91. Added ability to modify scheduled callback dates and comments in the Admin
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Modify Lead screen.
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92. Added List override options for webform fields
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93. Added script to purge all vicidial_callbacks records that are inactive or
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are tied to deleted leads, AST_DB_dead_cb_purge.pl
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add to the crontab like this:
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# cleanup of the scheduled callback records
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25 0 * * * /usr/share/astguiclient/AST_DB_dead_cb_purge.pl --purge-non-cb -q
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94. Added did_log_export and recording_lookup functions to the non-agent API
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95. Added option to display statuses within the active lists of a campaign in
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the campaign modification screen. Also includes called and not called
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counts.
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96. Added rewritten AJAX/Javascript driven real-time report, able to support
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webphones.
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97. Added the ability to hide fields in the agent interface by entering
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---HIDE--- into the System Settings label option for the field
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98. Added preprocess leads in script to filter leads and generate standard
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format lead files before being imported
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99. Added the ability to have call times go beyond midnight for inbound calls.
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100. Added capability for agent interface to have webphone as a thin top bar
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101. Added hopper loader randomization option in Campaign Detail screen, which
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allows for the results to be randomized inside of the sorted results as
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sorted by the List Order option
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102. Added add_user and add_phone non-agent API functions
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103. Changed vicidial.php HTML formatting to be XHTML compliant
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104. Added vdc_script_dispo_example.php script which can be customized to
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require specific fields be filled in before submitting, as well as
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limiting this restriction to only specific dispositions. You can also
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specify dispositions to be selectable that are set to non-selectable.
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You use this script in an IFRAME for the campaign. It must be
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customized for your specific business rules.
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105. Added the ability to use custom statuses for scheduled callbacks. These
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are configurable with the Scheduled Callbacks flag in the System
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Statuses and Campaign Statuses administrative screens.
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106. Added Secondary List Order which allows for further sorting of leads to be
|
|
dialed by a secondary sorting method
|
|
|
|
107. Added Default Campaign setting for the My Callback agent interface option
|
|
so that the checkbox can be pre-selected or not on every call
|
|
|
|
108. Added the campaign option for per-call call notes in the agent interface.
|
|
If the User Group also has Call Log enabled, the agent can also see
|
|
the call notes from previous calls.
|
|
|
|
109. Added the add-a-new-lead link to the admin interface
|
|
|
|
110. Added ability for an agent to search for a lead in the agent interface
|
|
while paused. This feature can be enabled per campaign and per user.
|
|
Searches can optionally be restricted to campaign lists or only one
|
|
list. All search queries are logged.
|
|
|
|
111. Added options to restrict agent lead search to the owner field equal to
|
|
the user, user group or selected territories for the agent.
|
|
|
|
112. Added option for phone load balanced logins server twin checking on
|
|
systems that have servers installed in pairs
|
|
|
|
113. Changed scheduled callbacks display in the agent interface to show all
|
|
callback and lead information, including call history and call notes,
|
|
without having to dial the lead.
|
|
|
|
114. Added on-hook agent phone feature. This feature allows inbound calls from
|
|
customers to ring on an on-hook agent phone, but not be transferred to
|
|
that agent until the agent's phone is answered. If the call times out
|
|
then the call will go on to the next agent. This is defined in the
|
|
Phones record and allows the agent using the vicidial.php agent screen
|
|
to not have to stay on the phone at all times when they are logged in.
|
|
You will need to add the following lines to the default context in your
|
|
extensions.conf file:
|
|
; these are used for the ring_all function in VICIDIAL
|
|
exten => _8331*.,1,Playback(sip-silence)
|
|
exten => _8331*.,n,AGI(agi-VDAD_RINGALL.agi,${EXTEN})
|
|
exten => _8331*.,n,AGI(agi-VDAD_RINGALL.agi,${EXTEN})
|
|
exten => _8331*.,n,AGI(agi-VDAD_RINGALL.agi,${EXTEN})
|
|
exten => _8331*.,n,Hangup
|
|
|
|
115. Added ring_all Next Agent Call option for in-groups. This works with on-
|
|
hook agent phones to allow all available agents to have their phones
|
|
ring at the same time, with the first agent to pick up their phone
|
|
receiving the call. It is not recommended to use this on high-volume
|
|
systems or systems with many agents available.
|
|
|
|
116. Added DEFER options to the Scheduled Callbacks Alert campaign feature.
|
|
These allow you to stop the blinking of the alert in the agent screen
|
|
after you have viewed the callbacks, but if the number of callbacks
|
|
changes the red and/or blink will start again.
|
|
|
|
117. Added add_list and update_list functions to the Non-Agent API, allowing
|
|
you to add, modify and delete lists, as well as reset leads in a list,
|
|
change a list to active or inactive, change the campaign of a list and
|
|
delete the leads inside of a list.
|
|
|
|
118. Added Campaign option to auto-pause agents when they go into several
|
|
pre-call functions like Manual Dial, Lead Search, Callbacks Check, etc.
|
|
Also added an option to auto-resume the agent when leaving those
|
|
funtions.
|
|
|
|
119. Changed almost all of the browser alerts to HTML alerts. These are the
|
|
messages that tell you for example that you cannot do this when paused.
|
|
The reason for the change is that browser alerts are blocking and will
|
|
halt executiong of javascript on the agent workstation. This change
|
|
should require no alterations to any configurations.
|
|
|
|
120. Added recording of Remote Agents calls per recording settings in campaigns.
|
|
If recording is set to ALLCALLS or ALLFORCE then a recording will be
|
|
initiated for the call upon routing to the Remote Agent and will be tied
|
|
to the R/ user and the lead_id. Also works with on-hook enabled. User-
|
|
level recording settings for the start user of the remote agent will
|
|
also be followed.
|
|
|
|
121. Added MULTI_LEAD option for Auto-Alt-Dialing. Using MULTI_LEAD allows you
|
|
to use a separate lead for each number on a customer account that all
|
|
share a common vendor_lead_code, and the type of phone number for each
|
|
is defined with a label in the Owner field. This option will disable
|
|
some options on the Modify Campaign screen and show a link to the
|
|
Multi-Alt Settings page which allows you to set which phone number types
|
|
, defined by the label of each lead, will be dialed and in what order.
|
|
This will create a special lead filter and will alter the Rank field of
|
|
all of the leads inside the lists set to this campaign in order to call
|
|
them in the order you have specified.
|
|
|
|
122. Added option to use the owner field to define a time zone abbreviation code
|
|
Works across web/api/cli lead loading methods. There is also an option
|
|
in the time zone updating script to use this method.
|
|
|
|
123. Added ability to use external_dial Agent API function with a defined
|
|
lead_id and optional alt_dial setting
|
|
|
|
124. Added feature to give an alert on manual dial campaigns if the phone number
|
|
area code and the postal code are in different time zones, or if either
|
|
of them are outside of the local call time for the campaign. Viewable in
|
|
preview mode as well as lead info viewing from the callbacks list, the
|
|
call log and search results in the agent interface.
|
|
|
|
125. Added utility to synchronize users, remote agents, dids, call menus,
|
|
in-groups and campaigns with entries in QM: ADMIN_qm_sync.pl
|
|
|
|
126. Added Custom 3-Way Button Transfer feature which allows for 3-way calls to
|
|
be placed using one of several lead fields or campaign presets, as well
|
|
as the customer optionally being put on park, and the transfer - conf
|
|
frame being brought up, all at the click of one button on the main agent
|
|
screen.
|
|
|
|
127. Added the agc/phone_only.php script, a web-based web-phone-only client
|
|
application that allows full phone usage without needing to login as an
|
|
agent
|
|
|
|
128. Added option to Lists to allow you to choose in the List Modification
|
|
screen the method of time zone adjustment that happens nightly on a per
|
|
list basis. COUNTRY_AND_AREA_CODE is the default, and will use the
|
|
country code and area code of the phone number to determine the time
|
|
zone of the lead. POSTAL_CODE will use the postal code if available to
|
|
determine the time zone of the lead. NANPA_PREFIX works only in the USA
|
|
and will use the area code and prefix of the phone number to determine
|
|
the time zone of the lead, but this is not enabled by default in the
|
|
system, so please be sure you have the NANPA prefix data loaded onto
|
|
your system before selecting this option. OWNER_TIME_ZONE_CODE will use
|
|
a standard time zone abbreviation loaded into the owner field of the
|
|
lead to determine the time zone, in the USA examples are AST, EST, CST,
|
|
MST, PST, AKST, HST. This feature does NOT affect the time zone used at
|
|
the moment leads are loaded, that needs to be selected when you are
|
|
loading leads. This feature must be enabled in the crontab for the GMT
|
|
adjust script:
|
|
/usr/share/astguiclient/ADMIN_adjust_GMTnow_on_leads.pl --list-settings
|
|
|
|
129. Added Available Only Tally Threshold campaign option which allows you to
|
|
set the number of agents below which Available Only Tally will be
|
|
temporarily enabled
|
|
|
|
130. Added Auto Dial Level Threshold campaign option which allows you to set a
|
|
minimum number agents that the predictive algorithm will work at. If the
|
|
number of agents falls below the number that you have set, then the
|
|
dial level will go to 1.0 until more agents log in or go into the
|
|
selected state
|
|
|
|
131. Change Dial Level Difference Target to work properly with all RATIO and
|
|
ADAPT dial method outbound campaigns. Added a Method option to restrict
|
|
this feature to only calculation of dial level or to affect the calls
|
|
dialed on each dialing engine.
|
|
|
|
132. Added ability to have outbound auto-dial campaigns drop to an audio prompt
|
|
or a call menu. Outbound IVR Report added. Added optional logging of
|
|
call menu caller key presses. Lead ID can now be preserved on calls
|
|
coming from auto-dial or in-groups that go through call menus and back
|
|
into an in-group. Call Menu transfer also works from an Outbound Survey.
|
|
|
|
133. Added new agent interface alert where manual dial calls will not be allowed
|
|
if the disposition process has not completed. Usually a rare problem on
|
|
systems with networking issues.
|
|
|
|
134. Added Callback Days Limit campaign option to allow scheduled callbacks to
|
|
be scheduled only a set number of days from today.
|
|
|
|
135. Added ability to disable the Disposition screen on the agent interface.
|
|
|
|
136. Added install.pl options to define conf file and copy web language
|
|
translation files.
|
|
|
|
137. Added Export Leads Report similar to Export Calls Report, but a lead is
|
|
only exported once and with the current status.
|
|
|
|
138. Added Agent Screen Labels sub-section of the Admin functions. Allows for
|
|
each campaign to use a different set of labels for the fields on the
|
|
default agent screen.
|
|
|
|
139. Added ability to define the agent screen status fields shown to the agent:
|
|
Call ID, Lead ID and List ID
|
|
|
|
140. Added HIDDEN and READONLY field types for custom list fields.
|
|
|
|
141. Added Outbound Campaign Test Call feature to allow you to place a call from
|
|
the Campaign Detail screen that will go out as if it were an auto-dial
|
|
call. Must be enabled in System Settings.
|
|
|
|
142. Added ability to check for USA and Canada valid prefix and areacodes when
|
|
loading leads into the web/cli/api lead loaders
|
|
|
|
143. Added ability to use AGENTEXT in AGENTDIRECT in-groups as a way to send
|
|
dropped, no-agent-no-queue and other transferred calls to a specific
|
|
dialplan number per-user defined in the User Custom Five field.
|
|
|
|
144. Added last_inbound_call_time and last_inbound_call_finish Next Agent Call
|
|
routing options to in-groups.
|
|
|
|
145. Added CSV download option to almost all reports.
|
|
|
|
146. Added manual dial agent skip lead logging to the user stats page
|
|
|
|
147. Added HIDEBLOB field type for custom list fields
|
|
|
|
148. Added options to set the voicemail zone and extra voicemail options for
|
|
each voicemail box in phones and extra voicemail boxes. Also added
|
|
default voicemail zone and timezone settings in the system settings.
|
|
** **** NOTE **** You might want to add the new zones in the new
|
|
** voicemail.conf.sample file to your voicemail.conf file
|
|
You must delete the BUILD voicemail file for this feature to work:
|
|
rm -f /etc/asterisk/BUILDvoicemail-vicidial.conf
|
|
|
|
149. Added ability to chose the type of callerid sent for inbound ring-agent
|
|
calls in the in-group: GENERIC, INGROUP, CUSTOMER PHONE and a couple
|
|
of combinations of those.
|
|
|
|
150. Added NA Call URL feature to campaigns and in-groups. This works like
|
|
dispo call url, but it works only for non-agent handled calls, like
|
|
dropped calls, No Answers, Busy, etc...
|
|
|
|
151. Changed MULTI_LEAD Auto-Alt-Dial to use the Auto-Alt-Dial Statuses as set
|
|
in the campaign automatically. If you are using MULTI_LEAD you may need
|
|
to add statuses like DROP, PDROP and others to your campaign's auto-alt
|
|
dial statuses so that the other leads tied by vendor_lead_code in the
|
|
campaign's lists are not deactivated.
|
|
|
|
152. Added noanswer logging feature to System Settings, will log only auto-dial
|
|
calls that are not answered to a separate table
|
|
|
|
153. Added new Team Performance Detail report to the Reports page. This is a
|
|
fairly detailed and database-intensive report that summarizes several
|
|
user-grouped statistics
|
|
|
|
154. Added ability to use static audio from dynamic fields in Survey and
|
|
Answering machine messages when using Cepstral TTS
|
|
|
|
155. Added the Campaign Status List Report which shows calls broken down by
|
|
status within each list_id for a campaign.
|
|
|
|
156. Added update_phone, add_phone_alias, update_phone_alias functions to the
|
|
Non-Agent API.
|
|
|
|
157. Added optional DID Agent logging as System Settings option. This logs calls
|
|
that come into DIDs in a separate table that includes the in-group and
|
|
user that the call was sent to, if applicable
|
|
|
|
158. Added options in Call Menus to allow for invalid action on second or third
|
|
invalid selection by the caller instead of just the first.
|
|
|
|
159. Added ability to set custom callerID numbers per campaign for outbound
|
|
calls by areacode. You can even set multiple callerIDs per areacode.
|
|
|
|
160. Added Agent API function logout to log an agent out of their session
|
|
|
|
161. Added Phone Login Load Balancing Grouping campaign settings to allow
|
|
smaller campaigns to have their agents on the same server to allow for
|
|
more efficient dialing on outbound campaigns. Must have more than one
|
|
agent server and phone aliases enabled for this feature to work.
|
|
|
|
162. Added DID remote agent extension override entries allowing for inbound
|
|
calls that are routed to remote agents being able to have DID-specific
|
|
extensions that a call would be routed to instead of the remote agent
|
|
extension. Multiple entries allowed per DID/Remote-Agent as well as
|
|
per DID for all agents(---ALL---). Must be enabled in System Settings.
|
|
|
|
163. Added 9 new User permissions to allow access to specific Admin sections
|
|
like Vociemail Music-on-hold and 7 others individually.
|
|
|
|
164. Added ability to define a callerid to use for action transfers from
|
|
in-groups(Drop, After-Hours, No-Agent-No-Queue) when transferring out
|
|
to voicemail, extension, callmenu, etc... You can also select that the
|
|
customer phone number is used.
|
|
|
|
165. Added ability to drop or after-hours to a call menu in in-groups.
|
|
|
|
166. Added ability to set scheduled callbacks through the non-agent-api in the
|
|
add_lead and update_lead functions.
|
|
|
|
167. Added new cm_lookup.agi script to allow for account lookups within a
|
|
Call Menu without having to go into an in-group. Also new Call Menu
|
|
option added to allow for vicidial_list field logging of responses
|
|
inside of a call menu.
|
|
|
|
166. Added new Call Count Limit option to the campaign screen. This allows you
|
|
to limit the number of attempts for any lead being dialed by a campaign.
|
|
Previously you had to use a filter to achieve this functionality.
|
|
|
|
167. Added new Complete flag for statuses and campaign statuses. Used by the
|
|
new columns mentioned below as well as for future reports.
|
|
|
|
168. Added Dialable and Penetration columns to the Statuses Within This List/
|
|
Campaign tables on the list and campaign screens, showing the DIALABLE
|
|
count for each status as well as the complete-flag and call-count-limit
|
|
percentage as PENETRATION.
|
|
|
|
169. Added Admin -> Contacts section(must be enabled in System Settings) which
|
|
allows for system-wide transfer contacts to be used in conjunction with
|
|
Custom Transfer being set to VIEW_CONTACTS and Enable Transfer Presets
|
|
set to CONTACTS. Able to be disabled per user. Also can be accessed from
|
|
a separate database by using the Alt Log settings in System Settings.
|
|
The purpose of this feature is to be used for a receptionist or operator
|
|
that needs to transfer calls to non-agents.
|
|
|
|
170. Added Scheduled Callback Hours Block feature to block USERONLY callbacks
|
|
from being displayed to an agent within a set number of hours since the
|
|
callback was set. Also, added Calltime Block feature which will remove
|
|
DIAL links from callback list if the lead is outside of the campaign
|
|
selected call time.
|
|
|
|
171. Added "Admin User Group" setting to just about every section of the admin
|
|
web interface and reports, allowing for more complete administrative
|
|
access segmentation for different divisions within the same company.
|
|
|
|
172. Added Max Calls settings to in-groups, allowing for a cap on concurrent
|
|
calls being handled by each in-group, either in total or in queue.
|
|
|
|
173. Added ability to block customer information and hide portions of customer
|
|
phone numbers within the admin interface on a per admin-user basis.
|
|
|
|
174. Added ability to set scheduled callbacks with Agent API.
|
|
|
|
175. Added alt_phone and address3 field searches to DID and Call Menu in-group
|
|
call routing, to allow searching first by phone number, then optionally
|
|
by alt_phone and address3.
|
|
|
|
176. Added new Inbound Daily Report.
|
|
|
|
177. Added new Grade-Random Next-Agent-Call methods that allow for agents to
|
|
have a higher or lower probability of receiving the next call depending
|
|
on their grade for a specific in-group or campaign.
|
|
|
|
178. Added ability to update phone number on a lead when call is looked up
|
|
through the cm_lookup.agi script from a Call Menu
|
|
|
|
179. Added Daily Max Stats used for measuring the total calls for the day for
|
|
in-groups and campaigns as well as the maximum number of concurrent
|
|
calls handled by each at any time during the day. Small graphs added to
|
|
the in-group and campaign screens as well as larger graphs with more
|
|
details on a new report screen. These stats are summary stats that are
|
|
generated from the logs in real-time on the back end, they are not
|
|
recalculated every time the screen loads as with most other reports.
|
|
|
|
180. Added Timer Action for Dx_DIAL_QUIET options and timer_rebeep.agi script to
|
|
allow for periodic beep in agent session required by some organizations
|
|
to make customers aware of a recorded line.
|
|
|
|
181. Added Dialer Inventory Report, requires a process to be added to the
|
|
crontab after-hours to gather the statistics (this example is 7:01am):
|
|
1 7 * * * /usr/share/astguiclient/AST_dialer_inventory_snapshot.pl -q --override-24hours
|
|
|
|
182. Separated the auto-generated dialplan into different contexts to allow for
|
|
easier segmentation of dialing permissions using the Phone Context and
|
|
custom Call Menus. Here is a list of the new contexts that are now below
|
|
the vicidial-auto context:
|
|
vicidial-auto-system-setting-custom
|
|
vicidial-auto-server-custom
|
|
vicidial-auto-external
|
|
vicidial-auto-internal
|
|
vicidial-auto-phones
|
|
|
|
183. Added Remote-Agent daily stats to the remote agent modification screen that
|
|
shows total calls and maximum number of concurrent calls per day.
|
|
|
|
184. Added 'Hopper VLC Dup Check' campaign option that will check for duplicates
|
|
by vendor_lead_code before inserting leads into the hopper to be dialed.
|
|
This option is only recommended for some campaigns that are using the
|
|
MULTI_LEAD option of Auto-Alt-Dial.
|
|
*It is recommended that if you want to enable this feature you should
|
|
index the vendor_lead_code field in the vicidial_list table:
|
|
CREATE INDEX vendor_lead_code on vicidial_list (vendor_lead_code);
|
|
|
|
185. Added Dialer Inventory Report options for excluding lists and ranking
|
|
shifts display order.
|
|
|
|
186. Added User Group multi-selection option to the real-time report.
|
|
|
|
187. Added HTML bar chart display options to most of the reports.
|
|
|
|
188. Added SCRIPT_multirecording.php script that allows triggering of starting
|
|
and stopping of recordings on demand within a script in a IFRAME
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 2.0.5 TO 2.2.0 ##########
|
|
|
|
1. install new files:
|
|
perl ./install.pl
|
|
NOTES: If you have customized any scripts in the bin or agi folders,
|
|
then make sure you back them up before running the install.pl script.
|
|
This script will replace existing files in the astguiclient installation.
|
|
|
|
2. upgrade the MySQL asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.2.0.sql
|
|
quit
|
|
|
|
3. Added new method for monitoring from the Real-time screen using a phone entry
|
|
|
|
4. Outbound Survey option for using Cepstral Text-to-speech. Requires Cepstral
|
|
to be installed and configured with proper licenses in place to use.
|
|
You must enable TTS in the System Settings screen, then you can access
|
|
the TTS section of the web administration.
|
|
|
|
5. Added RANDOM and LAST CALL TIME lead order options to campaigns
|
|
|
|
6. Changed List Mix to be active by default, depricated the
|
|
AST_VDhopper_MIXtest.pl script, if you use it change it to the
|
|
AST_VDhopper.pl in your crontab entries
|
|
|
|
7. Added Call Menus Feature(aka IVR) in the In-groups section. This allows you
|
|
to create call menus with DTMF options using the Admin web interface.
|
|
|
|
8. Changed all PHP scripts to use long tags, short tags are depricated in PHP6
|
|
|
|
9. Added audio upload ability from web interface, choose audio prompts from a
|
|
list in the call menu and in-group admin screens, and back-end audio
|
|
synchronization utilities have been added for multi-server setups.
|
|
to seed all Asterisk audio files, run the following command from your
|
|
Asterisk server with ViciDial installed:
|
|
/usr/share/astguiclient/ADMIN_audio_store_sync.pl --force-upload --debug
|
|
NOTE: Make sure the web audio store folder exists and is writable
|
|
|
|
10. Added Active Voicemail Server setting to System Settings. Now the voicemail
|
|
and prompt recording extensions are auto-generated so that they all
|
|
direct to the same server and they should be removed from the
|
|
extensions.conf file:
|
|
8168, 8167, 85026666666666, 8500, 8501
|
|
|
|
11. Added auto dial limit setting to System Settings to allow setting of the
|
|
top limit for Campaign Auto Dial Level pull-down menu in the Modify
|
|
Campaign screens
|
|
|
|
12. Added Agent Time Detail report showing the timeclock time, agent activity
|
|
time and pause codes time by agent across selected campaigns and/or
|
|
user groups. Also reformatted Reports screen in Administration
|
|
|
|
13. Removed the ViciDial recording extensions from the general dialplan since
|
|
they are now auto-generated and placed in the extensions-vicidial.conf
|
|
file(8309 and 8310). Also, phone dial-out contexts are definable now
|
|
allowing you to lock out agent phone in a call center from dialing out.
|
|
|
|
14. Added option to login as an agent with no phone. Must create a phones entry
|
|
called 'nophone' with dialplan number of 8300.
|
|
|
|
15. Added live monitoring of calls and retrieval of recorded calls through the
|
|
QueueMetrics interface
|
|
|
|
16. Added up to 40 records to one List Mix going down to 1% mix, as well as the
|
|
option to populate all records with a set of statuses
|
|
|
|
17. Added ability to force auto-incremented ID values for Users, Campaigns,
|
|
Lists, Scripts, In-groups, etc... using the vicidial_override_ids table
|
|
|
|
18. Added the HIDE option for Disable Alter Customer Phone field to hide the
|
|
customer phone number from the agent interface
|
|
|
|
19. Added dynamic route options to Call Menus and links to Call Menus and DIDs
|
|
|
|
20. Added DID traffic stats report: AST_DIDstats.php
|
|
|
|
21. Added User Time-Clock Detail report to show agent login and logout times
|
|
along with totals, sortable and downloadable
|
|
|
|
22. Added DAHDI channel compatibility and carrier logging for outbound list calls
|
|
|
|
23. Changed Auto-Detected Busy and Disconnected statuses to AB and ADC to better
|
|
separate them from agent-defined statuses
|
|
|
|
24. Added option to lock out DROP calls from being called again for a period of
|
|
time, as a campaign option. This is useful to be able to comply with the
|
|
UK telemarketing regulations that state you may not auto-dial a customer
|
|
back within 72 hours of an abandon.
|
|
|
|
25. Changed In-Group and Call Menu prompts to allow for multiple audio files per
|
|
prompt by separating them by pipes |. Also, changed the Agent Alert
|
|
Extention to a Filename in In-Groups
|
|
|
|
26. Added a conf_secret field to phones table to be used as sip.conf/iax.conf
|
|
password instead of the pass field. Please check that this is set
|
|
properly if you are having phone registration issues
|
|
|
|
27. Added no-agent-no-queueing options to In-Groups to send a call somewhere
|
|
else when there is no agent logged in(or active) to the in-group
|
|
|
|
28. Changed the agent alert extension to a filename in in-groups
|
|
|
|
29. Added process for updating statuses on leads in the vicidial_list table
|
|
through a batch process(VICIDIAL_UPDATE_leads_status_file.pl) as well
|
|
as a web-based report to show the stats for these transactions
|
|
|
|
30. Added the option for a Quick Transfer from the agent screen. This option
|
|
allows the blind transfer of a call to the default transfer group or one
|
|
of the presets with a single button click. Also added a preset populate
|
|
feature to pre-populate the Number to Call field with one of the presets
|
|
for the campaign.
|
|
|
|
31. Added Multiple Campaign Drop Rate Groups to allow campaigns to share a drop
|
|
percentage. This allows you to to run multiple smaller campaigns at one
|
|
time and more easily control your drop rate.
|
|
|
|
32. Added pre-Answer statuses and processing for the Sangoma CPD(Call Progress
|
|
Detection) proxy as well as a new netborder sip patch:
|
|
netborder-cpd-1.4.patch
|
|
|
|
33. Added Agents Status View sidebar to agent interface, and available transfer
|
|
agent frame to AGENTDIRECT transfers when clicking on the NUMBER TO CALL
|
|
field in the transfer conference frame
|
|
|
|
34. Added Calls in Queue display to Agent screen, along with click to grab a
|
|
call from this listing.
|
|
|
|
35. Added a Re-Queue Call button to send the current call back to an AGENTDIRECT
|
|
in-group for the agent to take later
|
|
|
|
36. Added rank and owner to the vicidial_list table. the CLI lead loader has
|
|
a new stdrankowner format to add these fields in lead files. Also, added
|
|
these fields to the web-based lead loader formats and field chooser.
|
|
Related to this, RANK and OWNER are now lead order options in the
|
|
campaign screen.
|
|
|
|
37. Added automatic list reset option to List Modification screen. You can enter
|
|
multiple times, and the leads in the list will be reset at those times.
|
|
|
|
38. Added no-hopper dialing option for MANUAL and INBOUND_MAN campaigns. If This
|
|
is enabled, the hopper will not run for this campaign. This option is
|
|
only available when the dial method is set to MANUAL or INBOUND_MAN. It
|
|
is recommended that you do not enable this option if you have a very
|
|
large lead database, over 100,000 leads. With No Hopper Dialing, the
|
|
following features do not work: lead recycling, auto-alt-dialing, list
|
|
mix, list ordering with Xth NEW. If you want to use Owner Only Dialing
|
|
you must have No Hopper Dialing enabled. Default is N for disabled.
|
|
|
|
39. Added lead owner option to restrict dialing within a list to the owner of a
|
|
lead only. If This is enabled, the agent will only receive leads that
|
|
they are within the ownership parameters for. If this is set to USER
|
|
then the agent must be the user defined in the database as the owner of
|
|
this lead. If this is set to TERRITORY then the owner of the lead must
|
|
match the territory listed in the User Modification screen for this
|
|
agent. If this is set to USER_GROUP then the owner of the lead must
|
|
match the user group that the agent is a member of. For this feature to
|
|
work the dial method must be set to MANUAL or INBOUND_MAN and No Hopper
|
|
Dialing must be enabled. Default is NONE for disabled.
|
|
|
|
40. Agent screen Alert option is now disabled by default.
|
|
|
|
41. Added --GSW option for audio processing scripts 2 and 3 for GSM codec files
|
|
with an RIFF header and named with .wav file extension
|
|
|
|
42. Added agent screen display dialable leads option for campaigns
|
|
|
|
43. Added ViciDial Balance Rank for servers to allow prioritizing the servers
|
|
that will dial the FILL calls in a multi-server cluster
|
|
|
|
44. Added optional twoday_ log tables which give you a safer place to be pulling
|
|
slightly less than real-time information from log tables without locking
|
|
the live log tables. there are 6 twoday_ log tables: recording_log,
|
|
call_log, vicidial_log, vicidial_closer_log, vicidial_xfer_log and
|
|
vicidial_agent_log
|
|
|
|
45. Added new Inbound Summary Hourly Report to show stats by in-group and broken
|
|
down per in-group in hourly increments. This report also allows
|
|
filtering of the stats by call time scheme.
|
|
|
|
46. Added option to the Outbound(VDAD) report to calculate stats including the
|
|
overflow drop in-group stats with the outbound campaign stats.
|
|
|
|
47. Added longest_wait_time option for Next Agent Call in Campaigns and
|
|
In-Groups.
|
|
|
|
48. Changed Real-time Report screen agent time display to be based upon a change
|
|
in "state"(INCALL, READY, PAUSED, etc...) instead of being based upon
|
|
the time of the last call they handled.
|
|
|
|
49. Changed the ViciDial agent screen to not delete session reservations by
|
|
default at agent logout. Instead, the ADMIN_keepalive process will clear
|
|
out unused session reservations once a day at the timeclock reset time
|
|
as set in system_settings.
|
|
|
|
50. Changed voicemail config to use phone password as voicemail password instead
|
|
of just the voicemail ID as the password
|
|
|
|
51. Rewrote how scripts are displayed in the ViciDial agent interface
|
|
|
|
52. Added List agent script override setting allowing different scripts to be
|
|
used for each list ID even within the same campaign
|
|
|
|
53. Added web-configurable Music-On-Hold and conferences to the admin interface.
|
|
Make sure you add the following lines to your meetme.conf and
|
|
musiconhold.conf files, or just use the samples included:
|
|
#include musiconhold-vicidial.conf
|
|
#include meetme-vicidial.conf
|
|
|
|
54. Changed the reloading of Asterisk modules to only reload the ones that have
|
|
had changes made to them.
|
|
|
|
55. Added "Active Agent Server" option to servers to allow disabling of agent
|
|
phone logins through ViciDial Agent Screen to a specific server
|
|
|
|
56. Added TIMEZONE UP and DOWN lead orders options for campaigns
|
|
|
|
57. Added DEAD call time logging and agent notification of call hangup
|
|
|
|
58. Added second web form button with different URLs possible per campaign and
|
|
in-group. Must be enabled in System Settings
|
|
|
|
59. Changed Answering Machine Message campaign option to an audio select with an
|
|
option for TTS prompt to be used. You must change any custom values you
|
|
have set in this field to an audio prompt or it will not function
|
|
properly. Also added WaitForSilence Options setting to the campaign
|
|
screen. If you want to use this it must be populated in each campaign.
|
|
|
|
You must change 8320 to the following in your extensions.conf:
|
|
exten => 8320,1,AGI(VD_amd.agi,${EXTEN}-----YES)
|
|
exten => 8320,2,Hangup
|
|
# the VD_amd_post.agi script is now depricated
|
|
|
|
60. Added additional Voicemail configuration through admin.php. Voicemail boxes
|
|
can now be created without being tied to a phone. These voicemail boxes
|
|
are added to the active voicemail server and there must be an active
|
|
voicemail server defined in the system settings for these to work.
|
|
|
|
61. Added List override options for callerID, answering machine message and
|
|
drop inbound group to override campaign settings for leads within a
|
|
specific list
|
|
|
|
62. Added Agent-selectable territories list upon login to select what list
|
|
territories they want to place calls in.
|
|
REQUIREMENTS:
|
|
- Must have System Setting "User Territories Active" enabled
|
|
- Must have Campaign "No Hopper Dialing" enabled
|
|
- Must have Campaign "Owner Only Dialing" set to TERRITORY
|
|
- Must have Campaign "Agent Select Territories" enabled
|
|
- Must have User "Agent Choose Territories" enabled
|
|
- Leads must have the owner field set to desired territory
|
|
|
|
63. Added ability to use Remote Agents with all inbound next-agent-call settings
|
|
|
|
64. Added ability to use DNCC and DNCL as Auto-Alt-Dial statuses
|
|
|
|
65. Added ability to DNC filter by North American AREACODE using 201XXXXXXX as
|
|
a DNC list entry. Enabled by using the AREACODE option in Campaign
|
|
Detail settings
|
|
|
|
66. Added agi-NVA_recording.agi script to allow for recording of non-agent calls
|
|
as well as the ability to log them. If audio recording using this script
|
|
make sure you use the STEP 1 audio mixing script in your crontab with
|
|
the "--MIX" option so that these recordings are stored properly
|
|
|
|
67. Added queue_log DID and IVR logging entries for QueueMetrics
|
|
|
|
68. Added secondary FTP audio recording file transfer script to send recordings
|
|
to a second FTP server after finishing transfer to the primary server.
|
|
|
|
69. Added Conf File Secret to Servers section to allow for a custom password
|
|
on internal ASTloop, ASTblind and server-to-server IAX connections
|
|
This requires some lines to be removed from the iax.conf file:
|
|
- remove the register entries for ASTloop and ASTblind
|
|
- remove the account entries for [ASTloop] and [ASTblind]
|
|
This requires some lines to be removed from the extensions.conf file:
|
|
- remove the TRUNKloop and TRUNKblind entries near the top
|
|
|
|
70. Added Outbound Summary Interval Report which will show various statistics
|
|
for a range of campaigns, filtering results by call time and displaying
|
|
them broken down by 15/30/60 minute periods by campaign. Also has an
|
|
option to included the drop overflow calls in the statistics.
|
|
|
|
71. Added option for links to the reports page by including a file in vicidial
|
|
web directory named 'custom_report_links.html'. This allows you to
|
|
maintain custom links even after upgrading your system. There is a
|
|
'EXAMPLEcustom_report_links.html' file included in that directory that
|
|
can just be copied and customized for your needs.
|
|
|
|
72. Replaced all "SELECT *" MySQL queries with proper field lists. This makes
|
|
database table field order less important, allowing for more
|
|
customizations by the user without causing problems.
|
|
|
|
73. Added an API function(change_ingroups) which allows the selected in-groups
|
|
for an agent to be changed while they are active in the ViciDial Agent
|
|
screen. Once changed in this way, the agent would need to log out and
|
|
back in to be able to select in-groups themselves. Blended can also be
|
|
changed using this function. For more information see the AGENT_API.txt
|
|
document in the docs directory.
|
|
|
|
74. Added a non-agent-API function and a new feature to the Real-Time screen
|
|
that allows a manager to change the in-groups selected by an agent in
|
|
real time while an agent is logged in. Simply click on the INFO + link
|
|
for the agent you want to modify, select the in-groups, select blended
|
|
and select if you want to override the agent default settings then
|
|
click submit. Manager must have the ability to Change Agent Campaign in
|
|
their user settings.
|
|
|
|
75. Added Recording Filename and Recording ID as Script variables. If you use
|
|
either or both of these the script content will load twice if you have
|
|
auto-launch set to SCRIPT. Only works with recording set to ALLCALLS or
|
|
ALLFORCE for script on auto-launch. Also, added a refresh link for the
|
|
script tab to reload content at will.
|
|
|
|
76. Redesigned the Transfer-Conference frame in the agent interface and added
|
|
a CONSULTATIVE checkbox to allow for easier consultative 3-way calls
|
|
with other ViciDial agents with customer information. This also allows
|
|
for AGENTDIRECT consultative transfers. CXFER is no longer needed to do
|
|
consultative transfers
|
|
|
|
77. Added "Delete Voicemail After Email" options to delete messages on the
|
|
server after they have been emailed
|
|
|
|
78. Added CRM Login Popup to campaign settings to allow for a custom window to
|
|
be opened on agent login, optionally using agent and campaign variables
|
|
|
|
79. Added 5 custom fields to the user settings
|
|
|
|
80. Added Initial Queue Position logging on inbound calls and a summary of this
|
|
to the Inbound report
|
|
|
|
81. Added six duplication check methods to the non-agent API add_lead function
|
|
|
|
82. Added VIDPROMPT options for in-group call handling to prompt caller for an
|
|
ID number that will be populated in the vendor ID(vendor_lead_code)
|
|
field.
|
|
|
|
83. Added an agent API function to update vicidial_list fields and the field
|
|
values in the agent screen on-the-fly for the agent's current call
|
|
|
|
84. Added timer action options to campaigns and in-groups allowing a message,
|
|
webform or D1/D2-dial to happen at a specified number of seconds after
|
|
the customer connects to the agent. Also, an API callw as added for this
|
|
|
|
85. Added three more transfer-conference number-to-dial presets as well as List
|
|
ID override options for all five number presets
|
|
|
|
86. Added Dispo Call URL that allows a back-end call to a web page or URL, that
|
|
will not display to the agent, which can send information like the
|
|
selected disposition, talk time, phone number or most of the other
|
|
fields available in the web form into a formatted URL to post to a
|
|
remote web server. Available in Campaigns and In-Groups.
|
|
|
|
87. Added log rolling archive script to automatically move logs into archive
|
|
tables monthly. The ADMIN_archive_log_tables.pl script needs to be added
|
|
to your crontab to run monthly(example: "30 1 1 * *")
|
|
|
|
88. Added Traditional Chinese (zt_tw) language translation of the agent screen
|
|
which can be found in the LANG_www/agc_tw directory
|
|
|
|
89. Added popup calendars to many of the reports for easier date selection
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 2.0.4 TO 2.0.5 ##########
|
|
|
|
1. Note the license change from GPLv2 to AGPLv2. This change was made to close
|
|
the ASP loophole for code distribution that was present in the GPLv2
|
|
license. Please read the docs/LICENSE.txt file for more information
|
|
|
|
2. install new files:
|
|
perl ./install.pl
|
|
NOTES: If you have customized any scripts in the bin or agi folders,
|
|
then make sure you back them up before running the install.pl script.
|
|
This script will replace existing files in the astguiclient installation.
|
|
|
|
3. upgrade the MySQL asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.0.5.sql
|
|
quit
|
|
|
|
4. Several of the MySQL tables have been changed to a HEAP type to reside in
|
|
memory to improve performance.
|
|
|
|
5. Added the ability for inbound and blended agents to choose their selected
|
|
in-groups without logging out. The new GROUPS link at the top of the
|
|
agent screen(vicidial.php) can be used when an agent is Paused to
|
|
change their selected groups and whether they are set to do Blended
|
|
calling or not. There is also a new log with the details of what
|
|
groups an agent has selected each time in the user stats page.
|
|
|
|
6. Queue Priority has been added allowing for the prioritization of one in-group
|
|
over another in-group or outbound campaign(when in blended mode)
|
|
|
|
7. Drop call action has been added to both inbound and outbound calling. You
|
|
can now send a call that would drop into an inbound group. The call will
|
|
still be recorded as a DROP in it's original in-group or campaign, but
|
|
the lead information will move on to the drop in-group.
|
|
|
|
8. Audio recording mixing/compression/ftping scripts have been completely
|
|
rewritten and separated into different scripts for better fault
|
|
tolerance. Also, you have the option of compression in to the following
|
|
formats: WAV, GSM, MP3 and OGG
|
|
- AST_CRON_audio_1_move_mix.pl
|
|
- AST_CRON_audio_1_move_VDonly.pl
|
|
- AST_CRON_audio_2_compress.pl
|
|
- AST_CRON_audio_3_ftp.pl
|
|
|
|
9. Created a new script to backup a VICIDIAL setup, including the Asterisk conf
|
|
files, prompt recordings, bin, agi and web files:
|
|
ADMIN_backup.pl
|
|
|
|
10. Added ability to override recording options of a campaign for individual
|
|
inbound-groups
|
|
|
|
11. The 8 outbound agi-VDADtransfer scripts are in process of being consolidated
|
|
into a single AGI script: agi-VDAD_ALL_outbound.agi
|
|
All older outbound scripts are depricated and do not function any more
|
|
|
|
12. The start of a new QC (Quality Control) feature [non functional right now]
|
|
|
|
13. Install the Switch perl module from CPAN
|
|
perl -MCPAN -e shell
|
|
- install Switch
|
|
|
|
14. Recording to RAM now uses tmpfs it is usually included in all kernels if you want
|
|
to check in in menuconfig you will find it under
|
|
File Systems --> Pseudo filesystems --> [*] Virtual memory file system support.
|
|
It does not hurt to enable
|
|
[*] Tmpfs POSIX Access Control Lists
|
|
as well.
|
|
The following line should be added to /etc/fstab:
|
|
tmpfs /var/spool/asterisk/monitor tmpfs rw 0 0
|
|
Mounting the ramdisk in rc.local should be remove:
|
|
# mke2fs -m 0 /dev/ram0
|
|
# mount /dev/ram0 /var/spool/asterisk/monitor
|
|
This allows for a more efficient use of memory and recording to RAM with less RAM
|
|
available.
|
|
|
|
15. The following should be added to the [featuremap] section of /etc/asterisk/features.conf
|
|
to prevent agents and called parties from being able to "transfer" a call to any
|
|
number possible in your Asterisk dialplan.
|
|
[featuremap]
|
|
blindxfer => D
|
|
|
|
16. Added ip_relay to allow for loopback IAX trunks that make true blind
|
|
monitoring possible for all agents no matter their phone type 0860XXXX.
|
|
|
|
17. Added the ability to load balance the logins to vicidial.php for phones
|
|
that are registered to multiple servers on a multi-server system.
|
|
Simply put multiple phone_login values in the phone login field at
|
|
login separated by a comma and the vicidial.php script will pick the
|
|
server that has the fewest agents logged into it at the moment of login.
|
|
|
|
18. Added ability for vicidial.php to populate the phones.computer_ip field upon
|
|
agent login. Options set in the vicidial.php file to allow for overwrite
|
|
every login or only if field is empty.
|
|
|
|
19. Several code changes for better UTF8 compatibility with the database as well
|
|
as special character leads in the agent screen, lead loading
|
|
|
|
20. Added after hours redirect of calls to an in-group to another in-group
|
|
|
|
21. Added collection of hangup reasons for inbound and outbound calls in the
|
|
vicidial_log and vicidial_closer_log tables
|
|
|
|
22. Added a new timeclock feature w/ audit and log, including the addition
|
|
of shifts to VICIDIAL user groups and the ability to auto-generate
|
|
user IDs as you are adding users to the system. timeclock.php user login
|
|
page created and linked to from admin/agent/welcome screens
|
|
|
|
23. Added a new inbound/closer(queues) report for showing service levels
|
|
|
|
24. Added Calls in Queue counter to agent vicidial.php screen
|
|
|
|
25. Added ability to use calltime scheme for calls not yet in an in-group(queue)
|
|
as well as display in real-time stats. See Inbound_VDAC_IVR.txt doc for
|
|
more information
|
|
|
|
26. Auto-dial survey broadcast campaigns can now be fully configured within the
|
|
admin.php interface and they have new options shown in the Survey sub-
|
|
section
|
|
|
|
27. Changed add-to-DNC list to allow for multiple phone numbers per submission
|
|
|
|
28. Date/time and phone formats that appear in the VICIDIAL agent screen are now
|
|
customizable as defined in the Admin -> System Settings screen.
|
|
|
|
29. Added manual dial and inbound queue_log logging capability for better
|
|
QueueMetrics compatibility
|
|
|
|
30. Added some basic agent interface API functions and an agc/api.php script
|
|
|
|
31. A field has been added to vicidial_list(last_local_call_time) to sort by
|
|
the last time a lead was called as well as for lead recycling changes.
|
|
|
|
32. IMPORTANT FOR RECORDINGS!!!
|
|
The recording extensions have been changed within VICIDIAL so you need to
|
|
add the following lines to your extensions.conf
|
|
; quiet monitor-only entry and leaving conferences for VICIDIAL (recording)
|
|
exten => _58600XXX,1,Meetme,${EXTEN:1}|Fmq
|
|
|
|
33. Added option (for Internet Explorer users only) to copy a field to the
|
|
clipboard of the agent computer upon a call being sent to the agent.
|
|
|
|
34. Added new alternate number dialing method which allows for over 65,000 alt
|
|
phone numbers per lead. Currently these extra numbers are only available for
|
|
auto dialing, not manual dial. These extra alternate number leads must be
|
|
imported either with the CLI lead loader(VICIDIAL_IN_new_leads_file.pl) or
|
|
the non-agent API script.
|
|
|
|
35. Added campaign-specific DNC filtering lists to the system
|
|
|
|
36. Added optional dialplan entries to sample extensions.conf to play a not-in-
|
|
service message for invalid phone numbers that cannot be dialing in North
|
|
America
|
|
|
|
37. Rewrote Leave-3way function for conference calling to work more reliably on
|
|
high load systems.
|
|
Need to add more vicidial_conferences entries and meetme.conf entries
|
|
for this, see the meetme.conf.sample file and the
|
|
first_server_install.sql file for more information
|
|
|
|
38. Added several new features to inbound call handling including:
|
|
- announce place in line
|
|
- announce estimated hold time
|
|
- welcome message options
|
|
- options for call routing when estimated hold time is too high
|
|
- press 1 to leave a voicemail for customers if wait time too high
|
|
|
|
39. Added DID call routing to allow for basic routing of calls to phones,
|
|
extensions, voicemail and VICIDIAL inbound groups without editing the
|
|
extensions.conf dialplan.
|
|
*requires initial adding one line to dialplan of inbound context:
|
|
exten => _X.,1,AGI(agi-DID_route.agi)
|
|
*as well as a few more lines in your VICIDIAL default context:
|
|
; DID forwarded calls
|
|
exten => _99909*.,1,Answer
|
|
exten => _99909*.,2,AGI(agi-VDAD_ALL_inbound.agi)
|
|
exten => _99909*.,3,Hangup
|
|
|
|
40. Added ability to set callerID number on outgoing conference calls to
|
|
CAMPAIGN, CUSTOMER or AGENT_PHONE callerID settings.
|
|
|
|
41. New Slovak translation for the agent screen, as well as new German agent
|
|
screen translation and new German buttons for the agent screen
|
|
|
|
42. New Welcome demo and languages screens with links to all translations of
|
|
agent and admin screens
|
|
|
|
43. Added INBOUND_MAN dial method to allow for inbound call handling by agents
|
|
that are also placing manual dial list calls through their campaign lists
|
|
|
|
44. Added option to see the inbound group call stats in the Real-time screen
|
|
|
|
45. Added ability for agents to dial in to an AGI script(agi-AGENT_dial_in.agi)
|
|
to log their phone into the session instead of having VICIDIAL call them.
|
|
The user ID and password for the agent must be digits only for this to work!
|
|
This requires the following to be added to the dialplan on the dial-in DID
|
|
or extension that you want to use:
|
|
exten => 2345,1,Answer ; Answer the line
|
|
exten => 2345,2,AGI(agi-AGENT_dial_in.agi)
|
|
exten => 2345,3,Hangup
|
|
|
|
46. Added pause codes display to the Real-time report as well as pause code
|
|
statistics to the agent performance detail report. Also added an option to
|
|
force agents to enter a pause code(this is a campaign option)
|
|
|
|
47. Added full MySQL error logging to vicidial agent web interface. Logs are
|
|
written to the webserver.
|
|
|
|
48. Added new inbound-only reporting to Real-time report as well as many new
|
|
features to existing inbound report. Created IVR stats report to show stats
|
|
on Asterisk IVRs
|
|
|
|
49. Updated Vtiger integration to version 5.0.4 and allow searching by
|
|
leads/accounts/vendors. Also added user synchronization with vicidial_users.
|
|
Also added click-to-dial from Vtiger sending call to vicidial agent screen.
|
|
Also added batch synchronization of Accounts between Vtiger and VICIDIAL.
|
|
|
|
50. Added notification of time synchronization problems in the vicidial.php page
|
|
|
|
51. Added AGENTDIRECT queueing to be able to send calls to only one agent
|
|
without having to create a new in-group for each agent. You can configure
|
|
DIDs to use AGENTDIRECT, and you can have VICIDIAL agents send calls to
|
|
specific agents using the AGENTDIRECT transfer group with LOCAL CLOSER button
|
|
and putting the agent to send the call to in the Number To Dial field.
|
|
|
|
52. Added agent alert option to agent screen. sends browser alert prompt when
|
|
a call is send to the agent screen.
|
|
|
|
53. Added option for using North American NANPA prefix timezone encoding for
|
|
more accurate time zone encoding. The data is NOT included but can be
|
|
purchased from the VICIDIAL Group.
|
|
|
|
54. Added System Settings option to disable auto-dialing(list dialing) from the
|
|
system to simplify administration for inbound-only call centers
|
|
|
|
55. Added patch and configuration options to allow VICIDIAL to work with Sangoma
|
|
ParaXip CPD(Call Progress Detection) for Answering Maching and Fax detection
|
|
|
|
56. Added list_download.php that allows you to download the entire contents of
|
|
vicidial lists from the admin.php interface. You must set the download_lists
|
|
permission in vicidial_users to 1 for this to work.
|
|
|
|
57. Small redesign of the agent interface to use grey backgrounds and new tabs
|
|
|
|
58. Added Asterisk version prompt to the install.pl script to allow for the
|
|
copying of the proper conf files for the installed Asterisk version
|
|
|
|
59. Added auto-generation of SIP and IAX phones and carriers into the Asterisk
|
|
conf files so that you can fully configure them using only the admin.php
|
|
web interface. See the ASTERISK_CONF-GEN.txt file for more information
|
|
|
|
60. Added group alias option for selecting callerID on manual and 3rd-party
|
|
calls
|
|
|
|
61. Added options for custom web variables for each agent per in-group and
|
|
camaign. This is definable in the user modification page
|
|
|
|
62. Added Agent Shift enforcement options to restrict logins and vicidial
|
|
agent activity
|
|
|
|
63. Added Server vital statistics(load/CPU/disk) to the reports screen and the
|
|
server modification screen
|
|
|
|
64. Removed the admin_changes flat text log file and now put all administrative
|
|
actions into the vicidial_admin_log table in MySQL. These logs are displayed
|
|
to user_level 9 users in admin.php through a link on the REPORTS screen, and
|
|
at the bottom of the other screens (USERS, CAMPAIGNS, LISTS, etc...)you can
|
|
click on the "Click here to see Admin chages to this record" link to find out
|
|
the most recent changes to that record.
|
|
|
|
65. Added uniform admin headers to all administrative pages and reports
|
|
|
|
66. Added Calls Export Utility allowing exporting of call and lead data by
|
|
defining the following parameters: date range, campaigns, in-groups, statuses,
|
|
lists and user groups. A flat tab-delimited text file is exported.
|
|
|
|
67. Added new monitoring functionality to allow monitoring from one agent to
|
|
another without hanging up
|
|
|
|
68. Added Russian version of the Agent screen
|
|
|
|
69. Added Dutch version of the Agent screen
|
|
|
|
70. Many changes have been made to the extensions.conf dialplan. It is usually
|
|
better to take the default docs/conf_examples/extensions.conf.sample file and
|
|
take the customizations from your old extensions.conf file and move them into
|
|
the new file.
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 2.0.3 TO 2.0.4 ##########
|
|
|
|
1. install new files:
|
|
perl ./install.pl
|
|
NOTES: If you have customized any scripts in the bin or agi folders,
|
|
then make sure you back them up before running the install.pl script.
|
|
This script will replace existing files in the astguiclient installation.
|
|
|
|
2. upgrade the MySQL asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.0.4.sql
|
|
quit
|
|
NOTE: If you do not use the standard "cron" database login, you will
|
|
need to add "LOCK TABLES" to the permissions to your db login
|
|
|
|
3. add the "server_reports" directory to your Web Path:
|
|
mkdir $PATHweb/vicidial/server_reports/
|
|
chmod 0777 $PATHweb/vicidial/server_reports/
|
|
|
|
4. A new set of changes have been made to the statuses sections in the admin.php
|
|
pages allowing for categorizing statues and modifying them without delete.
|
|
Also, the gathering of a tally of the statuses in these categories is
|
|
now available on the timeonVDADall scripts.
|
|
|
|
5. The admin.php interface has had more sections broken into sub-sections for
|
|
easier management and rapid modifications.
|
|
|
|
6. Added option for shorter enter and leave sounds(done during Asterisk build)
|
|
BASE/SCRATCH_INSTALL or extras/Changed_meetme_sounds for more details
|
|
|
|
7. Added optional patch to meetme in Asterisk 1.2.X that will allow for better
|
|
DTMF passthru. Need to use the "F" flag to enable on Meetme in
|
|
extensiosn.conf. Feature is backported from Asterisk 1.4.X
|
|
|
|
8. REQUIRED! Changed the FastAGI_log process to consolidate the "h" exten hangup
|
|
process into one executed function instead of two. Because of this, the
|
|
h exten needs to be changed to only the following:
|
|
exten => h,1,DeadAGI(agi://127.0.0.1:4577/call_log--HVcauses--PRI-----NODEBUG-----${HANGUPCAUSE}-----${DIALSTATUS}-----${DIALEDTIME}-----${ANSWEREDTIME}))
|
|
|
|
9. Moved the audio transfer script and report generating scripts settings to
|
|
/etc/astguiclient.conf settings file. FTP and reports login info.
|
|
|
|
10. Added agent alert, music-on-hold and several other parameters to inbound
|
|
groups. Make sure you have musiconhold working properly before using
|
|
in production.
|
|
|
|
11. REQUIRED CHANGE! in your dialplan you must now add lines for load balancing
|
|
even if you only have one server, and you must also have lines with the
|
|
7 prefix for silent insertion into the meetme conference:
|
|
exten => _010*010*010*015*8600XXX,...
|
|
exten => _010*010*010*015*8600XXX*.,...
|
|
exten => _010*010*010*015*78600XXX,...
|
|
exten => _010*010*010*015*78600XXX*.,...
|
|
exten => _78600XXX*.,1,AGI(agi-VDADfixCXFER.agi)
|
|
See LOAD_BALANCING.txt and extensions.conf.sample for more information
|
|
|
|
12. Inbound, Blended and Closer-type campaigns are no longer required to have
|
|
campaign_id incude specific words or characters to be treated as such.
|
|
There is now a new campaign_allow_inbound field where this is set.
|
|
|
|
13. Call distribution by agent ranking per in-group and total calls to in-group
|
|
|
|
14. Added ability to copy the settings campaigns, users and in-groups to new records
|
|
|
|
15. REQUIRED CHANGE! Old inbound and Closer AGI scripts have all been consolidated
|
|
into a single script: agi-VDAD_ALL_inbound.agi
|
|
Please look at the script header or the SCRATCH_INSTALL doc for more
|
|
info on how to alter your extenions.conf to use the new script.
|
|
The old agi-VDAD_closer... scripts have all been depricated and moved
|
|
to the extras/old_agi/ directory.
|
|
|
|
16. AST_agent_performance_detail.php report script has been completely rewritten
|
|
|
|
17. REQUIRED CHANGE! If you use Fronter/Closer campaigns where an agent is sending
|
|
calls to a closer, you will need to define the new "Default Transfer Group"
|
|
field with the inbound group that you want to take the calls. Transfers
|
|
are now allowed from a list of definable in-groups that you have to set
|
|
in the campaign detail screen.
|
|
|
|
18. In the vicidial.php code, you can now modify the size of the elements on the
|
|
screen using the BROWSER_HEIGHT and BROWSER_WIDTH variables.
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 2.0.2 TO 2.0.3 ##########
|
|
|
|
1. install new files:
|
|
perl ./install.pl
|
|
NOTES: If you have customized any scripts in the bin or agi folders,
|
|
then make sure you back them up before running the install.pl script.
|
|
This script will replace existing files in the astguiclient installation.
|
|
|
|
2. upgrade the MySQL asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.0.3.sql
|
|
quit
|
|
|
|
3. The server_stats.php has been merged into the vicidial/admin.php page
|
|
|
|
4. Width of the admin.php screen, and the color and size of the headers are all
|
|
now definable by variables at top of the admin.php script.
|
|
|
|
5. Dial Override checkbox added to the campaign modification screen of admin.php
|
|
to force manual dial_level changes in ADAPT dialing modes.
|
|
|
|
6. Behaviour of HotKeys in manual dial mode has changed to automatically go on
|
|
to the next lead when a HotKey is pressed.
|
|
|
|
7. It is now possible for agents to dial alternate phone numbers using only
|
|
HotKeys if ALTPH2 and/or ADDR3 are added to a campaign's hotkeys.
|
|
|
|
8. You can now use BLEND/INBND/*_C/*_B/*_I to define a campaign a a CLOSER
|
|
campaign capable of taking inbound calls.
|
|
|
|
9. In Auto-dialing campaigns(RATIO and ADAPT) you can now configure the dialer
|
|
to dial up to two alternate numbers per lead automatically, as well as
|
|
defining the statuses that you want to do this for. More info about
|
|
this feature in the ALTERNATE_NUMBER_DIALING.txt doc.
|
|
|
|
10. Added ability to send multiple concurrent transfers at once to agents in
|
|
outbound campaigns. This will greatly benefit larger VICIDIAL
|
|
installations by decreasing the time it takes for a call to get to an
|
|
agent once answered after a large queue backup. This is defaulted to
|
|
AUTO, but can be forced to a set number. This is the Concurrent
|
|
Transfers option in the Campaign Modification page.
|
|
|
|
11. New optimized code for AST_manager_send.pl and AST_send_action_child.pl.
|
|
Thanks to Lott Caskey for the code contribution
|
|
|
|
12. The field user_group has been added to several log tables to allow for
|
|
better tracking of stats by user groups. Several reports now offer
|
|
user group display options.
|
|
|
|
13. VERY IMPORTANT!!! Make sure the php.ini setting for memory_limit is set to
|
|
a minimum of 12M, we recommend 48M:
|
|
memory_limit = 48M
|
|
Some of the scripts have grown in size and need more memory to run
|
|
properly on some systems.
|
|
|
|
14. Added ability to control access to each admin section by vicidial_users.
|
|
This includes a view_reports settings to restrict access to all of the
|
|
reports scripts.
|
|
|
|
15. Added Agent Pause Codes that are definable per campaign and allows the
|
|
agent to select what they are doing when they are in pause time.
|
|
|
|
16. Added optional Asterisk-compatible queue_log logging for QueueMetrics
|
|
compatibility. See the QUEUEMETRICS.txt doc for more information
|
|
|
|
17. RECOMMENDATION - If you are calling in the USA, you should add the
|
|
"--postal-code-gmt" flag to your adjust GMT script in the crontab to
|
|
more accurately assign timezones to your leads.
|
|
|
|
18. Changed dial statuses to use dynamic number of dial statuses instead of
|
|
static dial_status_x fields.
|
|
|
|
19. Added Mute/UnMute ability to vicidial.php agent screen. To use, you must
|
|
have the _X18600XXX and _X28600XXX entries in your extensions.conf
|
|
|
|
20. Added basic sipsak display on compatible SIP devices for VICIDIAL activity.
|
|
|
|
21. Tested with Asterisk 1.2.16 and 1.2.17, new patch for meetme volume controls
|
|
for those two versions, see SCRATCH_INSTALL for more info.
|
|
|
|
22. Added HOME link to the admin web page that goes to a configurable web address.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 2.0.1 TO 2.0.2 ##########
|
|
|
|
1. install new files:
|
|
perl ./install.pl
|
|
NOTES: If you have customized any scripts in the bin or agi folders,
|
|
then make sure you back them up before running the install.pl script.
|
|
This script will replace existing files in the astguiclient installation.
|
|
|
|
/etc/astguiclient.conf has new variables for new functionality including:
|
|
- new ADMIN_keepalive_ALL process settings
|
|
- FastAGI_log server settings
|
|
and comments are added to the astguiclient.conf file
|
|
|
|
2. upgrade the MySQL asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.0.2.sql
|
|
quit
|
|
/usr/share/astguiclient/ADMIN_area_code_populate.pl
|
|
The Daylight Savings Time scheme for the USA and Canada has been
|
|
updated for the 2007 changes. Also, Brazil DST has been added.
|
|
Another addition on this topic is the addition of USA zipcode
|
|
GMT offset list that allows for more accurate timezone lookups.
|
|
|
|
3. The astguiclient web directory has been removed and the
|
|
astguiclient/admin.php functions have been merged into the
|
|
vicidial/admin.php page
|
|
|
|
4. You can now define trunks for use only by specific campaigns. See the help
|
|
in the vicidial/admin.php server modification page under the
|
|
VICIDIAL SERVER TRUNKS section.
|
|
|
|
5. Agents now have the ability to control volume levels for any call in their
|
|
meetme room directly from the vicidial.php page. This only works on
|
|
Asterisk 1.2.7.1, 1.2.12.1, 1.2.13 or SVN_1.2 and the meetmeadmin_volume_control.patch
|
|
patch must be applied as described in the SCRATCH_INSTALL. Also, a few
|
|
lines must be added to the extensions.conf for this to work:
|
|
(_X48600XXX, _X38600XXX, 8300 [see docs/conf_examples/extensions.conf.sample])
|
|
|
|
6. Multiple ADMIN_keepalive scripts have been replaced with a single script
|
|
ADMIN_keepalive_ALL.pl
|
|
Remove all other ADMIN keepalive entries in your crontab and replace
|
|
with this one:
|
|
### keepalive script for astguiclient processes
|
|
* * * * * /usr/share/astguiclient/ADMIN_keepalive_ALL.pl
|
|
|
|
NOTE: the scripts to be kept alive are to be defined in the astguiclient.conf file
|
|
|
|
7. FastAGI replacement for call_log and VD_hangup AGI scripts:
|
|
FastAGI_log.pl - requires cpan module Net::Server to run
|
|
If you want to use it, read the comments at the top of the script
|
|
Look at the docs/conf_examples/extensions.conf.sample file for examples
|
|
of how to use this new feature in your dialplan
|
|
- cpan
|
|
- install Net::Server
|
|
|
|
8. Fix for unregistered SIP trunks (thanks to Chris Doyle):
|
|
look at the bottom of the docs/conf_examples/extensions.conf.sample
|
|
file for examples of what to put in your extensions.conf file to get
|
|
VICIDIAL auto dialing to work with non-registered SIP trunks. remember
|
|
to put sip-silence.gsm in your /var/lib/asterisk/sounds/ directory.
|
|
|
|
9. Added new campaign summary screen and reformatted the timeonVDADall report:
|
|
A summary screen with all of the call information for every active
|
|
campaign for the day. reformatted campaign Realtime report with new
|
|
colors and other display options.
|
|
|
|
10. Added new script to change the server_ip entries when a machine changes IPs
|
|
The ADMIN_update_server_ip.pl script can be used to update your server's
|
|
IP address within all vicidial database tables and config files from
|
|
this one script. This can even be run in the crontab if you are on
|
|
a DHCP service and need to modify your IP address often
|
|
|
|
11. Added new script to allow for dial-out-only(no agents on the server)
|
|
VICIDIAL servers as well as balance dialing where a server with
|
|
available trunk lines can dial lines for another server that does not
|
|
have enough lines to dial for it's dial_level. AST_VDauto_dial_FILL.pl
|
|
script is only for multi-server systems and is started from new
|
|
ADMIN_keepalive_ALL.pl script with option 7 in astguiclient.conf
|
|
|
|
12. Added the ability to restrict agent logins by user group to a specific set
|
|
of campaigns. This is definable in the USER GROUPS section of admin.php.
|
|
You must make sure that your admin login is in a user group and that
|
|
the selected user group has the allowable campaigns set to ALL
|
|
CAMPAIGNS to be able to view and modify all campaigns in the system.
|
|
|
|
13. Added lead_id and user fields to the recording_log, along with cross-
|
|
reference links in several admin web pages for these.
|
|
|
|
14. Changed Drop percentage to be out of Answered calls for FTC compliance.
|
|
|
|
15. Tested new asterisk-perl module (0.09) and found that it is NOT compatible.
|
|
Please make sure you use asterisk-perl-0.08 ONLY.
|
|
|
|
|
|
|
|
|
|
|
|
########## UPGRADING FROM 1.1.12-3 TO 2.0.1 ##########
|
|
|
|
If you are upgrading to the 2.0 code tree from the 1.1.12-3 release there have
|
|
been several changes made to the code base and to where some files are stored in
|
|
the release as well as on your machine.
|
|
|
|
1. upgrade the MySQL Asterisk database:
|
|
mysql
|
|
use asterisk
|
|
\. /path/from/root/extras/upgrade_2.0.1.sql
|
|
quit
|
|
|
|
|
|
2. use the new installer for astguiclient-VICIDIAL files:
|
|
NOTE: this new script is interactive with prompts. this script will
|
|
create the new /etc/astguiclient.conf settings file that replaces the
|
|
old AST_SERVER_conf.pl file that has been removed. Also, this settings
|
|
file is used by dbconnect.php scripts so no need to manually edit them
|
|
|
|
perl install.pl
|
|
|
|
|
|
3. Make sure you have MySQL clientlibs installed:
|
|
Because all perl script now use DBI instead of Net::MySQL you need to make sure
|
|
that you have at least the MySQL client installed on all VICIDIAL servers even
|
|
if the MySQL server is installed on another machine. You can skip this step if
|
|
MySQL server is already on your VICIDIAL server:
|
|
Go to http://www.mysql.com/ and download the mysql package
|
|
- to install this directly on the command line type:
|
|
- cd /usr/local
|
|
- wget http://mirror.trouble-free.net/mysql_mirror/Downloads/MySQL-4.0/mysql-4.0.27.tar.gz
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- gunzip mysql-4.0.27.tar.gz
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- tar xvf mysql-4.0.27.tar
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- cd mysql-4.0.27
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- groupadd mysql
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- useradd -g mysql mysql
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- "./configure --prefix=/usr/local/mysql --without-server --enable-shared=yes --with-readline"
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- make
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- make install
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- you are done
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4. New MySQL perl modules:
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You will need to make sure that you have installed the following perl modules:
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DBI (top-level Database interface module "install DBI")
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DBD::mysql (MySQL-specific interface through DBI "force install DBD::mysql")
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5. new predictive dialing crontab entry:
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If you will be using the new predictive dialing functions you need to make sure
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you have the keepalive for this function loaded in your crontab:
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NOTE: this only needs to be on a single server if you are in a multiple
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|
VICIDIAL server setup.
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### keepalive script for VICIDIAL predictive script
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* * * * * /usr/share/astguiclient/ADMIN_keepalive_AST_VDadapt.pl
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6. all old crontab entries and /home/cron files
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|
All of your old crontab entries need to be changed from /home/cron to
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/usr/share/astguiclient if you choose the default installation path. You can
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|
manually set the path to /home/cron if you like though since the home path is
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|
now dynamic in all vicidial perl(.pl) scripts. If you do choose to use the new
|
|
default path, you can delete everything in the /home/cron directory if you like
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7. old /etc/rc.d/rc.local entries
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|
Be sure to change your /etc/rc.d/rc.local entries(the commands that are run at
|
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system boot to start asterisk and other scripts like log rolling) and change the
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|
/home/cron path to the new /usr/share/astguiclient path.
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8. other notes:
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- there is a new DIAL METHOD field and several other new dial-control fields
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in campaign modification page, please take a minute to read the help
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|
documentation for these new features.
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