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agc_2-X/UPGRADE
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mattf 6228b167a0 Added TILTX features for pre-carrier call filtering 
git-svn-id: svn://192.168.202.10@3449 3d104415-ff17-0410-8863-d5cf3c621b8a
2021-06-06 14:08:45 +00:00

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################ UPGRADE
NOTE: Upgrading from 2.11 to 2.13 is below the first section
NOTE: Upgrading from 2.9 to 2.11 is below the first section
NOTE: Upgrading from 2.7 to 2.9 is below the first section
NOTE: Upgrading from 2.4 to 2.7 is below the first section
NOTE: Upgrading from 2.2.1 to 2.4 is below the first section
NOTE: Upgrading from 2.0.5 to 2.2.0 is below the second section
NOTE: Upgrading from 2.0.4 to 2.0.5 is below the third section
NOTE: Upgrading from 2.0.3 to 2.0.4 is below the fourth section
NOTE: Upgrading from 2.0.2 to 2.0.3 is below the fifth section
NOTE: Upgrading from 2.0.1 to 2.0.2 is in the next section
NOTE: Upgrading from 1.1.12-3 to 2.0.1 is at the bottom
########## UPGRADING FROM 2.13 TO 2.14 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1478 or higher
If not, run the instructions for 2.11 to 2.13 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.14.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.14.sql
quit
3. 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.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added AST_inbound_export.pl script for in-group call data exports
2. Added cm_sc_areacode.agi script that allows you to use a Settings Container
with the script in a Call Menu to define different destinations for
customers from each state to go to: DID, CALLMENU, EXTEN
3. Added Agent DID Report
4. Added the ability for internal chats to have more than one agent participant
5. Added cm_phonesearch.agi script that can search for a phone number within the
system and redirect a call to an in-group that is defined as the Default
Transfer Group in a campaign that the lead belongs to. This must be
configured in a Call Menu
6. Added In-Group option to populate new leads with a DID descriptive value in
the province field of the new lead.
7. Added cm_sc_send_url.agi script for Call Menus on calls tied to a lead_id to
send a URL defined in a Settings Container.
8. Added phone_number_log Non-Agent API export function
9. Added api_only_user User option to prevent access to admin and agent screens
by an API-only user account.
10. Added logging of API request URLs
11. Added campaign setting for Dead Call to Dispo Only, to allow the Dead Call
Max Seconds setting to send the agent to the dispo screen
12. Added web lead loader duplicate check options to check for leads loaded only
within the last 90-days. Also added to Non-Agent API add_lead function.
13. Added Agent API function switch_lead to switch the active call lead_id while
the agent is on a live inbound phone call.
14. Added In-group areacode_filter feature, allowing you to drop calls after a
set number of seconds in queue that either match or do not match a list
of areacodes defined per in-group.
15. Added new DNC options to Manual Dial Filter campaign feature that are not
tied to the campaign DNC settings.
16. Changed Emergency Logout processes to hangup all agent session calls, and
added better logging
17. Changed Custom Fields of SCRIPT type to allow URLs and urlencoded variables
when using --U-- and --V-- to declare variables
18. Added option for custom list fields to be required for all calls or only
inbound calls. Will prevent agent hanging up call if field is not filled
in. Must also have campaign option enabled for it to work. Will work for
the following custom field types:
TEXT, AREA, DATE, SELECT, MULTI, RADIO, CHECKBOX
19. Added admin Automated Reports section, allowing easier web configuration of
scheduled reports being sent by Email or FTP.
20. Added campaign option to validate transfer agent list based upon which
AGENTDIRECT in-groups those agents had selected.
21. Added In-Group option to look up the state based upon the areacode of the
caller ID phone number of the person calling in.
22. Added CHAT option to Inbound Queue No Dial campaign setting to prevent
outbound auto-dialing if a chat is waiting for an agent
23. Added qualify option to phones for IAX type phones
24. Added Pause Code Time Limits to allow you to set a time limit on the number
of seconds an agent can be in a specific pause code before the real-time
report will show them in a different color.
25. Added Drop Lists feature, allowing you to add new leads to a list built from
DROPped calls from inbound groups on a scheduled basis.
26. Added USER_CUSTOM_ options to campaign custom callerID setting to allow for
custom caller IDs to be used per agent in MANUAL and INBOUND_MAN modes
27. Added IP Lists feature, allowing creating of lists of IP Addresses that can
be used as whitelists on a User Group basis for Agent, Admin and API
web resources.
28. Added campaign option(with user override) Ready Max Seconds Logout to log an
agent out of the agent screen if they have been in a ready state for
more than X seconds.
29. Added cm_fpg.agi script to allow callers to place their phone numbers into a
Filter Phone Group. Works from a Call Menu.
30. Added Inbound and Advanced Forecasting Reports. Both use the Erlang formulas
and past data to forecast agent and call metrics.
31. Added campaign option for Callbacks Display Days which can limit the
scheduled callbacks displayed to an agent by a number of days from now
32. Added campaign options to stop recording when a 3-way call is started and
start recording when the hangup xfer line button is clicked
33. Added start call URL feature support for manual dial calls
34. Added logging of Real-Time report monitoring, and report in Admin Utilities
35. Added Agent Push Events, allowing for HTTP Push events to be sent on agent
screen events. See the AGENT_EVENTS.txt doc for more details.
36. Added Add-to-hopper options to update_lead function in the Non-Agent API
37. Added basic one-way Cross-Cluster-Communication feature. Allowing for lead
information to pass from one VICIdial system to another with a call.
See the CROSS_CLUSTER_COMMUNICATION.txt document for more information.
38. Added Real-Time agent status of "DIAL" for agent manual dial calls after
they have been placed but before they have been answered.
39. Changed password fields to allow up to 100 character passwords. Also changed
password recommendations to emphasize length over complexity.
40. Added logging and notification of 3-way call hung up in agent screen.
41. Added URL logging of Agent Screen Webform button clicks and URLs
42. Added AST_agent_wait_check.pl script to send out emails if there are agents
waiting more than X seconds.
43. Added In-Group option to ask callers if they would take a survey after
agent has handled their call. Overrides agent HANGUP CUSTOMER button
to send call to survey instead.
44. Added system setting to allow Lead Management admin utilities to handle
active lists. Also changed Advanced Lead Management tool to allow
you to select multiple lists.
45. Added Inbound DID Summary Report
46. Added Agent Inbound Status Summary Report
47. Added experimental support for Asterisk 13. See the ASTERISK_13.txt doc
for notes on changes needed to get it to work.
48. Added System Settings option to set lists to inactive once they pass their
expiration date
49. NEW REQUIREMENT!!! Perl CPAN Net::Telnet version 3.0.4(April 21, 2013)
If you are using an older Net::Telnet version, you will need to upgrade!
this should take just two commands: "cpan" and "install Net::Telnet"
50. Added DID System-wide filter option to System Settings
51. Added DNC.COM inbound number filtering with DNCcom_inbound_filter.php
52. Added cm_cid_change.agi script to alter the CID of calls in the Call Menu
Prompt. Also, added ability for cm_dnc.agi to recognize Vicidial-tagged
calls and update lead records without lookups from a phone number
53. Added Webphone Layout option in Phones and override in User Groups
54. Added campaigns-scheduled_callbacks_email_alert option to send email alerts
to agents when scheduled callbacks are triggered while they are logged
in to the agent screen. Read the HELP for instructions to set up.
55. Added new Real-Time Whiteboard multi-report
56. Added the ability to include duplicate custom text fields in a custom fields
form in the agent screen.
57. Added Max Inbound Calls Outcome to allow for different behaviors when an
agent reaches their maximum inbound calls for the day
58. Added campaign option to allow agents to pause the Manual Dial Auto Next
feature
59. Added ability to display inbound email messages in Script tab scripts.
60. Added dispo_change_status.php script to allow changing of a lead's status
to a different status after it has been dispositioned as a specified
status a set number of times.
61. Added Agent Screen Time Report campaign option, to display agent time
statistics in the agent screen for the current day.
62. Added List Override setting for Default Transfer Group
63. Added lead_status_search Non-Agent API function
64. Added "Next-Dial My Callbacks" campaign setting that will automatically dial
USERONLY Scheduled Callbacks for agents in MANUAL or INBOUND_MAN
no-hopper campaigns when they click DIAL NEXT NUMBER in the agent screen
65. Added "Anyone Callback Inactive Lists" System Setting option to determine
how ANYONE scheduled callbacks from inactive lists should be handled.
66. Added "Inbound No-Agents No-Dial" Campaign setting, checks if any agents are
ready and waiting for phone calls from listed In-Groups before allowing
outbound auto-dialing.
67. Added new PRESS_CALLBACK_QUEUE option to Hold Time and Wait Time In-Group
settings, allowing for a customer to retain their place in line in the
queue and be called back when their turn is reached.
68. Added new Closed Time features to In-Groups that allow all calls in queue
to be presented with an option when the in-group closing time for the
day has been reached. Also, an option was added to manually force the
end of all queueing of calls for an in-group for the day.
69. Added dial_ingroup option to Agent API external_dial function.
70. Added In-Group option to look up timezone of customer when a new lead is
added during the routing of the call.
71. Added the Outbound Lead Source Report
72. Added basic GDPR features for lead activity download and delete. Must enable
System setting and user permission to use.
73. Added CID Groups, allowing for groups of caller IDs to be defined by state
or areacode, and allowing a single CID Group to be set across multiple
campaigns.
74. Added NO_READY option for no_agent_no_queue in-group feature.
75. Added campaign option "Script on top of Dispo" to allow the agent screen
script tab to cover the dispo screen after hanging up the customer to
allow for Agent-API-enabled IFRAMEs to control the agent dispo process.
77. Added feature to allow for bulk change of campaign and in-group ranks and
grades in the User Modify page.
76. Added "Admin Lead Source ID Display" System Settings option to allow Modify
Lead page modification of Source ID field, and display in hopper list.
77. Added LOCALFQDN trigger for webforms and script Iframes to allow for use of
absolute URLs on multi-home networks. See CALL_URL_FEATURES.txt doc.
78. Added update_did Non-Agent API function
79. Added pause code manager approval option, requires a manager to approve a
specific flagged pause code before the agent is allowed to use it in
their agent screen. Manager approves by entering their login credentials
into a window on the agent's screen.
80. Added DISPO_FILTER Settings Container option allowing for match-and-replace
function in Dispo Call URLs. See CALL_URL_FEATURES.txt doc for details.
81. Added populate_lead_vendor and populate_lead_source options for In-Groups.
82. Added In-Group option to override the Park Music-on-Hold.
83. Added SWITCH custom field type to put buttons on the agent FORM to allow for
the form to be switched while on an active call.
84. Rewrote HELP display in web admin screens to function as database-driven
javascript popup.
85. Added per-user options for maximum number of outbound manual dial hopper
calls per-hour and per-day.
86. Added In-Group option for Waiting Call On/Off URL, which we added to allow
a client to control a web-power-switch to turn lights on and off if
there are any calls waiting in an In-Group.
87. Added In-Group option for Enter In-Group URL, which can send a URL request
when a caller enters an In-Group right before the system looks for an
agent to send the call to.
88. Added Manual Dial Routing Initiated Recording, must enable setting at the
campaign level and have a 0 recording delay.
89. Added campaign features for Dead Call Trigger. Allowing an audio alert to be
sent to an agent and/or a back-end URL to be submitted when an agent has
been in a dead call for X number of seconds.
90. Added the ability for customers to be able to enter a new phone number to be
called back on for the CallerID CallBack Queue feature.
91. Added the new Callmenu Survey Report(linked as "Callmenu Agent" in Reports).
92. Added "Agent Screen Logout Link Credentials" System Setting to change the
agent screen logout page login link to not include user credentials.
93. Added new campaign feature to force agents to call back their triggered
USERONLY Scheduled Callbacks.
94. Added new campaign feature to automatically reschedule ANYONE callbacks when
they are dispositioned as a non-Human-Answered status flag status.
95. Added new campaign feature to allow agents to select a specific timezone to
use when scheduling callbacks. For this to work, the Phone Codes must be
updated on your system using the following command:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
96. Added new 'force_fronter_leave_3way' Agent API function, allowing an API
command to be sent to the fronter of a call to leave-3way their call.
97. Added List Daily Reset Limit option, only editable by level 9 users.
98. Added 3-Way Volume Buttons campaign setting to allow disabling of volume
and mute buttons in the LIVE CALLS IN YOUR SESSION panel during a 3-way
call.
99. Added campaign setting to filter ANYONE Scheduled Callbacks by the DNC
settings set in the campaign
100. Added _wait_time options to Next Agent Call settings for Campaigns and
Inbound Groups.
101. Added External Web Socket URL option so a WebRTC phone can be used outside
a network if the Phone is set to Use External Server IP = Y
102. Added SYSTEM options to the campaign detail Manual Dial Filter feature
103. Added lead_callback_info Non-Agent API function, it outputs scheduled
callback data for a specific lead
104. Added Manual Dial Validation campaign and system settings, forces agent to
manually enter in the phone number before a call is placed. Does not
affect 3way calls or transfers.
105. Added alphabet letters translation to phone DTMF digits feature in Agent
Screen. For example, Putting "SMITH" in the SendDTMF field would result
in "76484" being sent over DTMF.
106. Added "force_fronter_audio_stop" Agent API function, allowing an API
command to be sent to the fronter session of a closer call to stop
playing of an audio_playback pre-recorded audio stream
107. Added options to define the static prompts to use for the Inbound Group
"Play Place in Line" feature
108. Added new web pages for mobile application
109. Added feature allowing agents to mute recordings of calls from the agent
screen. Must be enabled in System Settings to be able to use it in
campaigns. There is also a User Override option.
110. Added more options to the Campaign "Hide Call Log Info" feature to be able
to show only the last X number of calls in the Lead Info screen. Also
added a User Override setting for this feature.
111. Released VICIdial Manager Manual version 2.14-704a:
http://www.vicidial.org/store.php#MANAGER
112. Added more logging for Asterisk AMD as well as beta AMD patch for logging
of NOAUDIODATA answered calls and more AMD stats gathering. Also added
an AMD Log Report to the Admin Utilities page.
113. Added Admin User Redirect URL settings, which allows you to define a web
address that a user is to be sent to when they log in to the admin web
screen. This is usually used for level 7 report only users to send them
to one specific report when they log in without seeing the admin web
screen at all. Must be enabled in System Settings.
114. Added experimental SIP event logging. Requires patched Asteirsk 13 and
newer version of MySQL/MariaDB. Must be enabled in System Settings and
each dialer's astguiclient.conf/extensions.conf/manager.conf files
Read SIP_EVENT_LOGGING.txt doc for more details
115. Added new Non-Agent API function 'update_cid_group_entry' which allows you
to add/update/delete/info CID Group entries and AC-CID entries
116. Added new Non-Agent API 'custom_fields_copy' option to the 'add_list'
function
117. Added new Call Quota Lead Ranking recycling feature-set. A new and
completely different way to do lead recycling for outbound campaigns.
See the CALL_QUOTA_LEAD_RANKING.txt document for more info
118. Added bench_agent_assign.php script to allow managers to move
'owner-assigned' to another agent.
119. Added User Inbound Max Calls filtering options. Allowing selective counting
of inbound calls excluding calls involving set in-groups, statuses and
with a minimum time threshold. Also, new in-group routing options based
on last non-filtered call times
120. Added System Settings option for second agent screen script tab
121. Added a Campaign option for VoiceMail Message Groups, allowing agents to be
able to select a message to transfer a customer answering machine to
from a list of pre-recorded messages that can be defined by time-of-day.
122. Added a Campaign option to not send an agent immediately to the disposition
screen after transferring a customer call to a VoiceMail Message.
123. Added Campaign option for Dial Timeout Lead overrides, allowing you to set
up a Settings Container with values for manual-dial and/or auto-dial
lead fields and associated values that will tie to different
Dial Timeouts.
124. Added LTMGAD and XAMMAD Campaign Hotkey options that will transfer to the
Leave-Voicemail option as well as dispositioning the call.
125. Added a per-User option to define an additional Status Group of call
statuses that agents can use to disposition all calls they handle.
126. Added System Setting to hide the first web form button on the agent screen.
127. Added System Setting options for alternate agent screen recording buttons.
This includes different wording, different sizes and removing the blank
space below the recording buttons.
128. Added ability to play multiple audio prompts for outbound survey campaigns
and to use DYN for lead field wildcards defined as audio prompts.
129. Added ability to limit the number of voicemail messages played to a single
lead per day, as a campaign setting.
130. Added CID Group Type of NONE to allow for a group of outbound CIDs to be
used for all outbound phone calls no matter where they are.
131. Added Auto-Rotating CID Group numbers, allowing for timed automatic cycling
of CID numbers, one-at-a-time, within a CID Group.
132. Added optional OpenSIPs CallerID Name settings, for use only with systems
that use an OpenSIPs server to route outbound calls where this feature
has been enabled.
133. Added system settings option to require passwords of a set minimum length.
This setting affects User passwords, Phone and Server registration
passwords and the System Settings default passwords.
134. Added support for KHOMP Answering Machine Detection. This is a 3rd-party
commercial(paid-for) solution. The code and documentation can be found
in the "extras/KHOMP" directory of the codebase.
135. Added AMD Agent Route Options as a campaign option allowing you to set
the specific AMD responses for calls that should be routed to agents
136. Added the "list_custom_fields" Non-Agent API function, to show all list
custom data fields in a list/all-lists.
137. Added an optional "send this user a login link email" link to the User
Modify page to send a shortcut URL link for the agent to more easily
log into the agent screen. Must be enabled in System Settings.
138. Added new System Settings option to allow sending of any CallerID through
the Agent API for external_dial outbound calls.
139. Added system setting to allow you to restrict Admin Phones display to a
set number of records per page.
140. Added options at the campaign and in-group levels to allow you to play
alert sounds when a call arrives in the agent's session, in the agents'
web browser that they are logged into the agent screen with. Must be
enabled in system settings.
141. Added "3-Way Recording Stop Exception" campaign option to override the
"3-Way Recording Stop" setting based upon the 3way phone number dialed.
142. Added the ability to use Automated Reports with standard SFTP and FTPSSL
remote servers.
143. Added the ability to configure when the Answer signal is sent to inbound
calls at the DID, In-Group and Call Menu level. For this to work, you
must set the conf files to be rebuilt after upgrading your systems.
144. Added options for HTML formatting and UTF-8 charset in emails through the
dispo_send_email.php script.
145. Added tools for International DNC phone number scrubbing. See the
INTERNATIONAL_DNC_SCRUB.txt doc for more information.
146. Added option '2' to the User Modify "Modify Leads" setting allowing admin
users to modify all lead fields except for phone number and alt phone.
147. Added campaigns_list & hopper_list functions to the Non-Agent API
148. Added code and instructions for multi-campaign outbound agents, see the
AGENT_MULTI-CAMPAIGN_DIALING.txt doc
149. Added Screen Colors option to set the submit button color on the admin
screens and reports.
150. Added the ability to modify the status of any call or agent log in the
Admin Modify Lead page. Must use new 'Modify Leads' options to enable
for a user.
151. Added system settings allowing you to remove digits from the beginning of
a phone number when it is manual dialed or through the web lead loader.
152. Added Pause Max Exceptions campaign setting, allowing for exceptions to the
Agent Pause Max feature for specified Pause Codes.
153. Added optional display of parked call stats and SLA 1&2 percentages to the
Real-Time Report
154. Added Campaign setting for Hopper Drop-Run triggering. Forcing the one-time
hopper insertion of DROP status leads instead of standard hopper loading
155. Added Agent API function 'vm_message' allowing you to set the VM message to
be played to a customer when the agent clicks on the VM button in the
agent screen.
156. Added Daily Called Count Limits as a campaign setting, with options to
count and/or restrict for manual dial calls or not.
157. Added Transfer-Conf Button Launch campaign setting, allowing you to set a
webform window to open when an agent clicks on the Transfer-Conf button.
158. Added SHARED_... campaign dial method auto-dial options, for more efficient
agent multi-campaign dialing. Read the AGENT_MULTI-CAMPAIGN_DIALING.txt
document for more information.
159. Added Agent Search Method override options for campaigns and in-groups.
160. Added 'copy_user' function to the Non-Agent API.
161. Added 'add_did' function to the Non-Agent API.
162. Added new SOURCESELECT Custom Field Type, it is a single-selection pull-
down menu where there are multiple sets of options available depending
on the value of another field for the lead. Also added the ability to
perform basic Math functions within a SCRIPT Custom Field using values
from other fields in the equations. For more information on how both of
these new features work, see the Field Options help in the admin web
screen.
163. Added Phone Defaults system setting, allowing you to set many default
values when adding new phones through admin.php. Also added a Copy New
Phone admin web function.
164. Redesign of QC module, with new QC scorecards, the ability to do QC by
Campaign/List/In-Group, new reporting and more. See the
docs/QC_PROCCES.txt document for more information.
165. Added the BUTTON Field Type option to Custom List Fields. Allows you to add
a button to the form that will commit any changes made in the form and
automatically reload the form.
166. Added Two-Factor Authentication(2FA) as an option for the admin web screens
This adds a required second step to the admin web screen login process
through a method other than a password, such as: an Email, Phone Call or
Text-Message(SMS). This 2FA auth also lasts only a set amount of time
(defined in System Settings[number of hours, from 1-9999 hours]), or
until the user logs out. For more information, read the
2FA_TWO_FACTOR_AUTHENTICATION.txt document.
167. Added a page to allow Editing existing Lead Loader Templates.
168. Added System Settings for "Agent Hidden Browser Sound" to repeatedly play
a selected sound at a set interval to an agent when their Agent Screen
is hidden from view. Can be used to disable web browser javascript
throttling if set to an audible sound at a 20 second interval. Tested
with the 'click_quiet' sound file at a volume of '25'.
169. Added WAV audio file validation for Audio Store, and display of badly
formatted WAV files in the audio chooser in admin.php
170. Added "Leave 3-Way Start Recording" campaign feature that will start a new
recording after the agent clicks on the LEAVE 3WAY button and leaves the
call. Also includes an "Exception" option to disable/enable only for
specific 3-way call numbers.
171. Added "Populate Lead Comments" In-Group option, allowing configuration of
how the 'comments' lead field is filled-in when a new lead is inserted
because of an inbound phone call.
172. Added options to add/update/delete custom fields within the 'update_list'
function of the Non-Agent API.
173. Added Settings Compare Utility page to Admin Utilities to allow you to
compare the settings from two records in your system and see what
settings are different between the two.
174. Added campaign options to add extra lead-field columns to the "Calls In
Queue" panel in the agent screen.
175. Added Calls In Queue Count Display campaign options, allowing for two
separate Calls Waiting counters at the top of the agent screen, each
with separate configurable labels and in-group/campaign parameters.
Also, this can be used with the alt_display.php script.
176. Added new "Music on Hold Suggest" Phones setting for SIP and IAX phones.
It will define the Hold music played to a customer when the phone user
puts them on hold through the phone.
177. Added compatibility with TILTX STIR/SHAKEN Call Shaper pre-carrier call
filtering service. Read the TILTX_SHAKEN_API.txt doc for more info.
########## UPGRADING FROM 2.11 TO 2.13 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1403 or higher
If not, run the instructions for 2.9 to 2.11 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.12.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.12.sql
quit
3. 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.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added System Settings to allow custom prompts on agent login and when an
agent leaves a 3way call in the agent screen. Must Have Asterisk 1.8+
for it to work.
2. Added ability to use single-quotes in vicidial_list fields. Through the
agent screen and all lead import methods
3. Added option to populate the entry_list_id from the DID when routing to an
In-Group
4. Added agent screen webform 3 feature
5. Added user API restrictions for allowed lists and allowed API functions
6. Added web administration for chat features
7. Added new campaign settings for Manual Dial Search and Manual Dial Filter to
allow for Alt phone and Address3 phone numbers to be allowed
8. Added campaign option to disable the Manual Dial Override field
9. Added option to change the background color for agent scripts
10. Added option to hide the In-Group ID in the agent screen for inbound calls
11. Added option to not populate the In-Group Name in the security_phrase field
(the "Show" field) of the vicidial_list table on new inbound leads.
12. Added list_description as a webform and script variable
13. Added campaign option to allow you to set the number of seconds after a
customer hangs up before the warning shows on the agent screen
14. Added ability to use No Agent Call URL with the dispo_move_list.php script
see script comments for instructions.
15. Added DID options to check for a Maximum number of calls in queue in a set
In-Group and route the call to an extension if over the set number.
16. Added the ability to define multiple Dispo Call URLs as well as define
specific statuses that they will be triggered for.
17. Added compatibility in the Vicidial code for Asterisk 11.
18. Added database and logfile logging of DTMF events. Works with Asterisk
versions 1.8 and higher. If upgrading, you will need to add "dtmf" to
the listencron user in manager.conf and reload asterisk.
19. Added agent screen debug logging, which will log almost all mouse clicks
and AJAX calls on the agent screen. Can be enabled for all agents or
only one agent. Also added report to display logs by date/time. These
agent debug logs are deleted after 7 days.
20. Added agc/dispo_add_FPG.php script to be able to insert a phone number into
an inbound Filter Phone Group when set to a certain specific disposition
using the Dispo Call URL.
21. Added campaign option to display some lead fields as read-only in the agent
screen. Those fields are: entry_date,source_id,date_of_birth,rank,owner
22. Added option in the web-based lead loader to convert state names to their
two-letter abbreviations.
23. Added option to Secondary Lead Sort by vendor lead code
24. Added option to User Stats report to only show call logs with a specified
call status.
25. Added experimental Agent Whisper Monitoring from the Real-time Report.
Must be enabled in System Settings.
26. Added the ability in in-groups to set reset a lead's called status when a
call is ended by being abandoned, dropped, hung up or sent to voicemail
27. Added Admin -> Settings Containers to admin web interface to allow more easy
configuration of back end scripts and Dispo Email sending
28. Added agc/dispo_send_email.php script to be used with the Dispo Call URL
option in campaigns and in-groups. See DISPO_SEND_EMAIL.txt doc for
more information on this feature.
29. Added code to support proprietary encryption framework for custom fields.
30. Added new User Group options for Allowed Reports to control the Report Page
Servers Summary and the Admin Utilities Page
31. Added optional GPG audio recording encryption.
32. Added option to use RECID as a recording filename variable.
NOTE: Cannot be used as the ONLY variable for recording filename
33. Added functionality to adjust the input field lengths in the agent screen
and the admin modify lead pages to follow the database schema field
lengths for the default lead fields.
34. Added DID custom fields as webform and script variables
(did_custom_one, did_custom_two,..., did_custom_five)
35. Added option to hide users from appearing on real-time report. Must be
enabled in System Settings, then for each user to be hidden.
36. Added did_carrier_description, sorting by columns in DID list page, integer
sort for user list page.
37. Added logging of DNC list insertion and deletion to vicidial_dnc_log table
38. Added AST_DB_DNC_filter.pl script to allow filtering of existing DNC entries
39. Changed AC-CID to be able to use areacodes from 2 to 5 digits in length
40. Added admin web interface to allow for easy linking and display of custom
reports that are not included in Vicidial
41. Added Status Groups and the ability to override Campaign Statuses on a
per-In-Group or per-List basis
42. Added Minimum and Maximum Seconds options for all status settings. This
allows you to prevent the use of a status by an agent if they have
talked to a customer less than X seconds or more than Y seconds.
43. Added the system setting USA-Canada Phone Number Dialcode Fix which will
trigger a process that will run at the Timeclock End of Day that will
check all phone numbers to populate the dial code, or phone code, field
with a 1 if it is missing as well as remove a leading 1 from the phone
number field if it is present.
44. Added --lstn-buffer option to keepalive script to run special enhanced
buffer version of the Listen process. Requires newer Net::Telnet perl
module version.
45. Added Answering Machine Message Wildcards features for campaigns. Allows for
calls sent to a message to play a different message depending on whether
a wildcard text string is present in a selected lead data field.
46. Added Cached Realtime Carrier Stats option to System Settings to have the
Carrier Log Stats generated once per minute system-wide instead of every
time the realtime report refreshes on every screen.
47. Added option to several reports to search the archived logs.
48. Added AST_DNCcom_filter.pl script which allows for direct batch filtering of
lists within vicidial with the DNC.COM dnc filtering service. For more
info, see the DNC-dot-COM_integration.txt document.
49. Added phone options to have call go to dialplan extension instead of
voicemail if phone not answered.
50. Added option in NVA agi script to search for a lead by phone number, log the
lead_id of the phone call and send a per-phone URL at the start of the
phone call.
51. Added Chat Messaging to agent screen, with manager chat utlitity. For more
information, read the CHAT_MESSAGING.txt doc.
52. Added example code for a CRM Iframe agent screen skin(extras/crm_iframe)
See the CRM_EXAMPLE_SKIN.txt doc for more information
53. Added utility to gather and display Asterisk debug information. Includes
a server setting and Admin Utilities report.
54. Added campaign setting for manual_dial_timeout for manual dial agent screen
calls only.
55. Added Agent Allowed Chat Groups to User Groups to allow restriction of only
agent to agent chatting by itself.
56. Added options in In-Groups and Campaigns to allow for the agent recordings
to be initiated by the routing process instead of at the agent screen.
This only works for inbound and auto-dial outbound calls for in-groups
and campaigns that are set to ALLCALLS or ALLFORCE recording.
57. Added option to Inbound DID Group Filtering to filter by areacode.
58. Added in-group option for On-Hook CID Number.
59. Added available_agents and status_link button options as well as validation
of active in-group to the chat_customer screen.
60. Added campaign setting Manual Dial Hopper Check that will check for a lead
in the hopper with the same phone number as any manual call being
placed from the agent screen, and if one exists it will be deleted
before the manual dial call is placed.
61. Added recording access logging per user(must be enabled in System Settings)
62. Added ability to transfer customer chats to another chat group or agent
63. Added API Log Report to Admin Utilities page
64. Added Alternate IVR(Call Menu) Logging options
65. Added option to define a carrier across all active asterisk servers
66. Added campaign option to move USERONLY scheduled callbacks to ANYONE
callbacks after X minutes being LIVE without the agent calling them
back.
67. Made several changes to the admin web screen and real-time report designs
68. Added options to define color scheme and logo for admin web screens
69. Added new options to enable the recent changes to the UK OFCOM Drop Rate
calculations. There is a new System Setting to enable on the system,
and then each affected campaign must also have the new option enabled
for it as well. Affects the predictive algorithm and the Real-time and
Outbound Calling reports.
70. Added phone outbound alt caller ID to allow for phone-dialed calls to use
a separate CID number when dialing through a specific context
71. Added display of admin change differences to last change on the change
detail page
72. Added the ability to copy audio store files with a new name
73. Started process to redesign the Agent Screen, added Screen Colors
definitions, removed san-serif fonts, changed loading/login/logout
screens, logging of browser width/height.
74. Changed HTML Reports to use dynamic charting Javascript elements
75. Added campaign option to automatically manual dial next number in agent
screen after X seconds. Must be enabled in System Settings.
76. Added recording filename option to update filename post-call with select
variable values, uses options in AST_CRON_audio_1_move_VDonly.pl script
77. Added ALT Multi Dispo URL option to restrict URL sending by list ID.
78. Added Admin Bulk Tools page, linked from Admin Utilities page
79. Added customer chat options for logo/colors and a survey link after chat is
completed.
80. Added the User Group Hourly Report
81. Added User List NEW Lead Limits, with User overrides. Allows you to set a
limit on the number of NEW status leads that an agent can call on a per
list basis per day. Also allows overall NEW limits across all lists for
a user per day
82. Added List Merge admin utility
83. Added Fronter - Closer Detail Report
84. Added option to allow agents to park 3way calls in the agent screen
85. Added option to web lead loader to restrict leads to only those with a
phone number of a specified length. Options for forced system-wide and
per-list-load
86. Added more options to the Callback moving utilites in Admin Utilities page
87. Added Agent Audio Soundboards
########## UPGRADING FROM 2.9 TO 2.11 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1378 or higher
If not, run the instructions for 2.7 to 2.9 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.10.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.10.sql
quit
3. 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.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added User setting for Wrapup Seconds Override
2. Added new Agent API function audio_playback to play audio files from the audio
store in an active agent session. See AGENT_API.txt doc for more info.
3. Added option to DIDs to allow routing of calls to a redirect extension if
there are no agents available in a specific in-group
4. Added option to DIDs to allow pre-filtering by a specific filter phone group
before the standard filtering process. The call can be redirected to a
specific DID entry if there is a match.
5. Added Wrapup Bypass option to allow or disallow agents to skip the wrapup
screen before the timer is finished. Also added the option to use a
system Script as the Wrap Up Message
6. Added $RS_droppedOFtotal options.php option for the realtime report to allow
the drops to be calculated out of Total calls instead of just Answers
7. Added ability to use Wrap-Up messages with calls terminated through Hotkeys
8. Integrated all QC code into standard admin code, removing includes as well
9. Added System Setting option to use 24-hour time for callback setting in agent
screen.
10. Added User Group viewable report entry for Front Page System Summary
11. Added archive log search and display in modify lead page
12. Added campaign options to limit number of active callbacks
13. Changed all Agent and Administrative interface text output to use a function
instead of echo.(for dynamic other-language interfaces)
14. Added Admin Utility to split lead lists into smaller lists
15. Added campaign options to minimize QC audited comments without closing the
frame, allow for the comments field to appear under all agent screen
tabs and the dispo screen and the callback date select screen, allow
for the audited comments to be displayed with managers in red and with
a date/time stamp. Also, a campaign option to not display the Previous
Callback panel in the agent screen.
16. Added campaign option to clear the script after call disposition.
17. Added administrative web interface for managing Languages. The language
features are now active in the admin interface as well as in the agent
screen. Language files are available in the "translations" directory
in the source code, as well as on this website:
http://vicidial.org/translations/
18. Added No Agent URL option override for Lists
19. Added CPD Unknown Action option to Campaigns
20. Added new user option to allow administrative users to search for leads
systemwide even in lists belonging to campaigns that the user's User
Group settings don't allow them to view
21. Added Local Call Time option for Lists to further restrict call times
already set in the campaign.
22. Added Manual Dial Lead Search Filter option to limit the search of manual
dials to within one campaign's lists.
23. Added NAME as an agent screen Status Display variable
24. The PAUSE and RESUME buttons in the agent screen have been turned into a
single button named "You are paused" or "You are active" depending on
your status. Issue #814
25. Added new LOCK options to Manual Dial Search Checkbox to prevent the agent
from checking or unchecking the search checkbox.
26. Added case-sensitive user ID validation on agent login.
27. Added option in phones and voicemail to display message counts on the
Admin Summary screen.
28. Added Callbacks Bulk Move admin utility. Also changed behavior of the
removal links for callbacks from the callback hold displays for Users,
User Groups, Lists and Campaigns.
29. Added DYN filename prefix for non-TTS dynamic files to be used for answering
machine message. For instance using DYN--A--user--B-- for agent 1234
would look for a file named 1234.wav in your audio store to play.
########## UPGRADING FROM 2.7 TO 2.8 (2.9 release branch) ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1347 or higher
If not, run the instructions for 2.4 to 2.7 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.8.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.8.sql
quit
3. 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.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added outbound state call time holidays functionality. Only works if the
"state" field is populated properly in your leads.
2. Added several security changes to the agent interface, including freezing a
user's account for 15 minutes after 10 failed login attempts.
3. Changing all of the admin scripts from using the PHP ereg functions to preg.
This is a requirement for moving to PHP6 where ereg functions are
depricated. This will also have the benefit of speeding up those scripts
because preg is supposed to be more efficient and faster than ereg.
4. Added several security changes to the admin interface, including freezing a
user's account for 15 minutes after 10 failed login attempts.
5. Added 4 new reports to the admin interface: url log, lagged log, user group
login and dial log reports
6. Added new AST_phone_update.pl --agent-lookup flag to allow for logging of the
IP address of the agent's SIP or IAX phone connection. Can be enabled as
a crontab entry to perform the lookups on each asterisk server.
7. Added optional encrypted passwords capability within the system. If enabled,
all user passwords must be converted to encrypted passwords. To use this
you need to have this CPAN module installed on your web servers:
cpan> install Crypt::Eksblowfish::Bcrypt
To enable, first go to the Admin -> System Settings page and manually
confirm that Password Encryption is DISABLED (fifth item from the top)
Then, just run the following CLI script: (run in test mode first!)
/usr/share/astguiclient/ADMIN_bcrypt_convert.pl --debugX --test
For more information on Encrypted Passwords, read the
ENCRYPTED_PASSWORDS.txt document in the docs directory
8. If you are using the agi-phone_monitor script for agent monitoring, then
the following dialplan lines need to be added to the same place where
you put the original dialplan additions necessary for this feature
to work: (it is shown in context in the 2.6 upgrade instructions below)
; quiet entry, listen-only, exit-on-dtmf conferences for VICIDIAL (listen)
exten => _588600XXX,1,Dial(${TRUNKblind}/56${EXTEN:2},55)
exten => _588600XXX,n,Hangup()
; barge, exit-on-dtmf conferences for VICIDIAL (barge)
exten => _598600XXX,1,Dial(${TRUNKblind}/57${EXTEN:2},55)
exten => _598600XXX,n,Hangup()
9. Added Reset Lead-Called-Status for Campaigns page to Admin Utilities
10. Added System Summary screen as default admin.php screen instead of User List
11. Added new agent_monitor.agi script to replace the agi-phone_monitor script
for agent monitoring. Please read the AGENT_MONITOR.txt document for
more information on the dialplan changes necessary to use this script.
12. Added the ability to deduplicate leads based upon statuses in the web based
lead loader using templates and the basic web lead loader.
13. Added dialplan variable CAMPCUST for manual dial and auto dial outbound
calls that is set to the campaign_id of the phone call. This allows for
the ability to put the following in your dialplan for outbound calls
so that you can send out the campaign_id as a SIP header.
NOTE: if you want to use this it must be placed immediately below the
AGI call_log line of the dialplan and before the Dial line:
exten => _91NXXNXXXXXX,n,SipAddHeader(X-campaignid: ${CAMPCUST})
14. Changed all PHP code to use PHP mysqli functions. This does not require
any action or changes to enable since it is a change to the code.
We are working on converting the administrative PHP scripts as well.
These require MySQL 5.0 minimum to be used, but for several years that
has been the minimum for Vicidial anyway, so that requirement shouldn't
be a problem for existing systems running the newest code. The existing
older mysql PHP functions are set to be marked as depricated in PHP for
future versions. For more information on mysqli you can visit the below
webpages:
http://news.php.net/php.internals/53799
http://www.php.net/manual/en/mysqli.overview.php
15. Added AST_CRON_audio_4_ftp2_FTPSSL.pl script to allow for transmission of
second archival of recordings to an FTP SSL server.
16. Added settings to the agc/options.php file to allow for forced launching of
the agent screen from a script like the new launch.php script. The agent
is not allowed to login by going to the vicidial.php page directly, and
the launch.php page will open the agent screen with a read-only address
bar and several other browser options disabled. To enable this feature,
just set the $window_validation variable to '1' in options.php
17. Added phone number type field/list_id updating scripts. Compatible with
DNC.COM's daily update file services. Read the
CELLPHONE_USA_TCPA_FCC_COMPLAINCE.txt file for more detailed information
on this feature.
18. Added lead search of archived leads table if present.
19. Added QueueMetrics 13.04 support with call hold records
20. Added system setting to view country code breakdown in list modify screen.
21. Added campaign option to allow agents to be able to place manual dial calls
by Lead ID.
22. Added Advanced lead tools management, access from the Admin Utilities page
23. Admin HELP text moved to separate help.php script
24. Added option.php option to allow user ID click to pause code report from the
Agent Time Detail report
25. Added campaign options to limit time on Dead Calls, Disposition Screen
and Pause.
26. Added Servers option to have Asterisk automatically restarted if it crashes
27. Added called_count logging to vicidial_log table
28. Added logging of webserver and url used for all API calls, agent logins
and reports
29. Added Lists Pass Report
30. Added Agent API pause_code function
31. Added VMAIL_NO_INST options to send calls to voicemail with no instructions
playing after the voicemail greeting. Also phone option has been added
to allow no instructions to be played on direct extension calls that go
to voicemail.
32. Added Non-Agent API function update_user to allow updating of the major
user fields
33. Added Non-Agent API functions for check_phone_number and server_refresh
34. Added Agent API functions for preview_dial_action while previewing or
manual alt dialing a lead
35. Added Called Counts List IDs Report
36. Added MathZDC function to prevent division math with zero as one of the
numbers.
37. Added DID Filter options to allow for filtering by the INTERNAL DNC list or
a Campaign DNC list. Also added a method to allow for URL filtering to
direct a call to a specific system DID instead of only going to the
Filter Action.
38. Added Performance Comparison Report
39. Added Max Inbound Calls options to Campaigns and Users to enforce a maximum
number of inbound calls received per day per agent.
40. Added campaign option to default the search existing leads checkbox on the
manual dial screen of the agent interface, as well as reset it after
every call
41. Added campaign option to hide call log and call count data on the agent
screen when viewing lead information
42. Added User permission option for editing Custom Dialplan Entries
43. Added logging of pause type(ADMIN, AGENT, SYSTEM, API,...)
44. Added frozen call clearing system setting, used in admin.php(Reports page)
and optional AST_timecheck.pl script
45. Added campaign options to auto-select the ALT DIAL checkbox, and to
automatically dial the Alt Phone or Address3 field after a set number
of seconds
46. Overhauled Spanish Agent and Admin translations and Dutch agent translation
Added Dutch button images to Dutch translation
########## UPGRADING FROM 2.4 TO 2.6 (2.7 release branch) ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1316 or higher
If not, run the instructions for 2.2.0 to 2.4 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.6.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.6.sql
quit
3. 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.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added the ability for an agent to place manual dial calls out as if they were
in-group inbound calls. Also allows for no-dial calls that are not
actually placed out the telco, but are logged as calls. For more
information see the "In-Group Manual Dial" options in Campaign Detail
2. Added Dial In-Group CallerID override to In-Groups Modify screen, allowing
for the callerid to automatically be set per in-group on agent manual
dial in-group calls
3. Added transfer call to answering machine message with hotkey option,
currently hard-coded to these two statuses: (LTMG or XFTAMM)
4. Added User Group Login Report
5. Added Safe Harbor Audio Field to campaign options which allows for a lead
field to be used as an override safe harbor audio on a per-lead basis
6. Added Japanese agent web interface translation
7. Added ability to qualify callers before they go through a Call Menu by using
a SQL fragment(like in Filters) that you define in a Call Menu. Must be
enabled in System Settings. Calls must be passed from an outbound
campaign or an in-group.
8. Added ability to download the Max System Stats and display by date range.
9. Added 'recording' and 'webserver' functions to the agent API
10. Added add_group_alias non-agent API function
11. Added System Settings option to disable list counts in admin web screens
12. Added callback user transfer page, linked from Admin Utilities in Reports
13. Added non-loading webphone options and API agent call and webphone url
functions
14. Added outbound call logging in vicidial_dial_log table
15. Added user_group_status and in_group_status functions to the non-agent API.
16. Added update_log_entry function to the non-agent API, which allows the
updating of the status of an inbound or outbound call log entry.
17. Added ability to set an audio store file for the voicemail greeting message
18. Added ability to delete audio files from the audio store
19. Added logging of svn version info in the database at server install/update
20. Added more validation of agent sessions to prevent double-logins
21. Added campaign option to show a "Pause After Next Call" link to the agent
screen below the Pause/Resume buttons
22. Added campaign option to set owner field to user if the owner field is empty
23. Added Lead Tools web page from Admin Utilities. Allows for some basic lead
management through the web interface.
24. Added recording filename variable INGROUP for the In-Group ID of a call
25. Added QC functionality contributed by PoundTeam and Affinity On-Call.
To enable, go to Admin -> System Settings and set "QC Features Active"
to "1", then submit.
26. Added QM Socket-Send functionality for custom queue_log record sending.
27. Added inbound call time holiday functions.
28. Added list expiration date feature
29. Added Other Campaign DNC List campaign option
30. Added Enhanced Disconnect logging for outside the USA, disabled by default
31. Added a campaign feature to allow an agent to search for a lead while on an
inbound call and have their active lead change to a search result lead
that they select.
32. Added inbound email to queue to agent features. To enable, you must add an
"E" keepalive to ONLY ONE of your servers. You will also need to enable
email in System Settings. You also need the following perl cpan modules
installed:
install LWP::UserAgent
install HTML::Entities
install HTML::Strip
install HTML::FormatText
install HTML::TreeBuilder
install Switch
install Time::Local
install MIME::Decoder
install Mail::POP3Client
install Mail::IMAPClient
install Mail::Message
install IO::Socket::SSL
install MIME::Base64
install MIME::QuotedPrint
Also, the inbound email parser must be added to the crontab of ONLY ONE
server:
### inbound email parser
* * * * * /usr/share/astguiclient/AST_inbound_email_parser.pl
33. Added Asterisk 1.8 support. This is in the BETA testing phase currently,
and is not recommended for use in production at this time. If you are
upgrading an existing system, please make note of the many conf file
changes(extensions.conf and manager.conf) that will need to be made for
Vicidial to function properly while interfacing with Asterisk 1.8. Also,
make sure that the Admin -> Servers -> modify server "Asterisk Version"
setting is set properly for the version you have installed on that
server.
34. Added campaign options to send answering machine detected calls to a
Call Menu or In-Group.
35. Added System Settings option to disable Add/Copy admin functions for level
8 users.
36. Added ability to use .agi scripts in Call Menu prompt. Also added
cm_date.agi script to say date with options
37. Converted ereg to preg in the agc agent interface PHP scripts
38. Added agi-phone_monitor.agi script to allow monitoring of agents using only
their user IDs or phone extensions and no web browser needed.
You can add as an AGI to a Call Menu, or just an extension transfer:
call menu AGI with options:
agi-phone_monitor.agi,USER---N---LISTEN
or as extension transfer to "up_monitor_exit" context and "s" extension
settings for this script:
1. USER or PHONE, lookup by user id or phone extension (default is USER)
2. Y or N, log in api log (default is N)
3. BARGE or LISTEN, (default is LISTEN)
For this to work you need to add these lines to your extensions.conf:
(which can be added to the "System Settings -> Custom Dialplan" instead)
; quiet entry, listen-only, exit-on-dtmf conferences for VICIDIAL (listen)
exten => _568600XXX,1,Set(MEETME_EXIT_CONTEXT=up_monitor_exit)
exten => _568600XXX,n,Meetme(${EXTEN:2},mqX)
exten => _568600XXX,n,Hangup()
; barge, exit-on-dtmf conferences for VICIDIAL (barge)
exten => _578600XXX,1,Set(MEETME_EXIT_CONTEXT=up_monitor_exit)
exten => _578600XXX,n,Meetme(${EXTEN:2},X)
exten => _578600XXX,n,Hangup()
; quiet entry, listen-only, exit-on-dtmf conferences for VICIDIAL (listen)
exten => _588600XXX,1,Dial(${TRUNKblind}/56${EXTEN:2},55)
exten => _588600XXX,n,Hangup()
; barge, exit-on-dtmf conferences for VICIDIAL (barge)
exten => _598600XXX,1,Dial(${TRUNKblind}/57${EXTEN:2},55)
exten => _598600XXX,n,Hangup()
[up_monitor]
exten => h,1,AGI(agi://127.0.0.1:4577/call_log--HVcauses--PRI-----NODEBUG-----${HANGUPCAUSE}-----${DIALSTATUS}-----${DIALEDTIME}-----${ANSWEREDTIME})
exten => _X.,1,Set(MEETME_EXIT_CONTEXT=up_monitor_exit)
exten => _X.,n,AGI(agi-phone_monitor.agi,USER---N---LISTEN---${EXTEN})
exten => _X.,n,Hangup()
exten => s,1,Set(MEETME_EXIT_CONTEXT=up_monitor_exit)
exten => s,n,AGI(agi-phone_monitor.agi,USER---N---LISTEN)
exten => s,n,Hangup()
exten => i,1,Goto(up_monitor_exit,s,1)
exten => i,n,Hangup()
exten => #,1,Goto(up_monitor_exit,s,1)
exten => #,n,Hangup()
exten => t,1,Goto(up_monitor_exit,s,1)
exten => t,n,Hangup()
[up_monitor_exit]
exten => h,1,AGI(agi://127.0.0.1:4577/call_log--HVcauses--PRI-----NODEBUG-----${HANGUPCAUSE}-----${DIALSTATUS}-----${DIALEDTIME}-----${ANSWEREDTIME})
exten => _X,1,Goto(up_monitor,s,1)
exten => _X,n,Hangup()
exten => i,1,Goto(up_monitor,s,1)
exten => i,n,Hangup()
exten => #,1,Goto(up_monitor,s,1)
exten => #,n,Hangup()
exten => t,1,Goto(up_monitor,s,1)
exten => t,n,Hangup()
39. Added user_group as a script, form, webform, start_call_url and
dispo_call_url variable.
40. Added agent_status function to the non-agent API
41. Added method for logging SIP error codes, also display of those codes in the
agent screen. The logging goes to the vicidial_carrier_log and
vicidial_dial_log tables and includes both the SIP code and the reason
(i.e. 503 "Service Unavailable"). To get this to work, you need to patch
Asterisk with the extras/sipcausecodelog_1.4.39.1.patch file for
Asterisk 1.4, and for Asterisk 1.8 the patch is pending.
cd /usr/src/asterisk/asterisk-1.4.39.1-vici
patch -p1 < ./sipcausecodelog_1.4.39.1.patch
(file to patch: channels/chan_sip.c)
make clean
./configure
make
make install
(then stop and restart asterisk)
42. Added admin report logging to all reports on the system, and added the
"Admin Report Log Viewer" linked from the "Admin Utilities" page which
allows you to see the reports that have been run on the system.
43. Added option to the AST_DB_dead_cb_purge.pl script to remove duplicate
callback entries for a single lead, keeping the newest one only.
44. Added NANPA areacode and prefix phone number validation and timezone setting
options to the admin web lead loader, the Non-Agent API and the CLI lead
loader. The NANPA prefix list will give you more accurate time zone
encoding of your USA and Canadian lead files within ViciDial. The NANPA
list is available for purchase at the vicidial.org web store:
http://www.vicidial.org/store.php#NANPA
45. Added a NOINT flag option to the Call Menu Prompt so the playback cannot be
interrupted with a key press by the caller, the NOINT should be put
directly in front of the prompt filename, but should not be a part of
the filename, it is a special flag for the system.
45. Added Survey No Response DROP option to send no-response calls to the
campaign drop method and added Survey Wait Seconds to allow you to set
the amount of time the person called will have to respond after the
survey message is played.
46. Added AST_timecheck.pl script to check for Asterisk update sync issues. Also
added red indicator on Reports page servers table if server falls out of
sync.
47. Updated and cleaned up other language builds for agent and admin.
########## UPGRADING FROM 2.2.0 TO 2.4 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.4.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.4.sql
quit
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. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
4. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Changed "After hours", "No agent no queue" and "drop timeout reached" DROPs
to use AFTHRS/NANQUE/TIMEOT statuses respectively
2. Added an option to record calls that enter through a DID until they end or
enter an in-group queue. MUST ENABLE --MIX CRONTAB ENTRY!!!
3. Added ability to have AGENTDIRECT calls that drop go to user's defined
voicemail box
4. Added ability to use a webphone added in an IFRAME in the agent screen.
Tested with Zoiper webphone and sample code included
5. Added vdc_script_notes.php for call notes and appointment taking, read
comments for more information.
6. Added Call Log View options to the Agent screen, can be enabled in the
User Group screen or the User screen in Administration
7. Added custom dialplan entries fields for System Settings and Servers
8. Added ability to use security_phrase field in the vicidial_list table as a
Custom CallerID, must enable in Campaign settings
9. Changed voicemail auto-config to use voicemail.conf directly because include
files are not fully supported in voicemail.conf. If you have any custom
voicemail boxes that are NOT defined in ViciDial then you need to put
them in a custom context above the [default] context in voicemail.conf
in order to keep them. This change will update the ViciDial database if
the user changes their voicemail password through their phone. If that
user also uses that phone entry to login to vicidial.php that password
will be changed as well
10. Changed AGENTDIRECT selection to be triggered by clicking on AGENTS link
instead of number-to-dial field
11. Reformatted lead search page and added first and last name search options
12. Added 3-WAY status to the Real-time report to show when agents are in
consultative transfer sessions
13. Added AGENTONLY Scheduled Callbacks display options to allow the Callbacks
link line in the agent interface to show as red and/or blink. Also,
added option to have callbacks count display only triggered callbacks
14. Added carrier log display option to Real-time report to show the hangup
causes for the last 24/6/1 hours and 15/5/1 minutes of outbound calls
15. Added agc/deactivate_lead.php script that can change the status of a lead in
another campaign with the same vendor_lead_code, source_id or other
field match. See the file comments for more information
16. Added options.php for vicidial.php to give you the ability to change the
interface options in a separate file so that they can be preserved
through an upgrade. See options-example.php for more information
17. Added CallCard featureset to allow for pin-number entry before entering an
In-Group by a customer with minute balances and a basic admin interface.
See the CALLCARD.txt doc for more information.
18. Added display options for agent screen Transfer-conf buttons in the User
Group modification screen.
19. Added ra_call_control function to agent API to allow for hangup and transfer
of calls sent to a Remote Agent also allows for setting of a disposition
for more information read the AGENT_API.txt doc.
20. Added Extension Groups feature to Remote Agents section allowing calls to be
sent to different numbers in a round-robin method when enabled on
multi-line remote agent accounts. To enable, you must create Extension
Group entries and enable Extension Group in the Remote Agent entry.
21. Added agi-AGENT_route.agi script to more easily allow for agentdirect calls
from call menus without having to create a DID entry for every agent.
Simply put this line in the custom dialplan section of the call menu
that you want to allow agentdirect dialing for:
"exten => _XXXX,1,AGI(agi-AGENT_route.agi,default---AGENTDIRECT)"
That example will only work for agents that have 4-digit IDs.
This works well even after hours and when the agent is not available
because you can set the call to go to a voicemail box in the selected
in-group by using AGENTVMAIL in the voicemail field of the in-group.
22. Add the following lines to the extensions.conf to fix bug with manual dial
leave answering machine message(put in the default context):
exten => _8320*.,1,AGI(VD_amd.agi,${EXTEN}-----YES)
exten => _8320*.,2,Hangup
23. Added ability to search logs from admin search lead page
24. Added more login information to the User Stats page including session,
server, phone and computer IP
25. Added Manual Dial override option to campaigns to allow overriding of
user options for manual dial permissions
26. Added campaign option for alerting the agent when they are being blind
monitored. Options include an alert, a notice and an audio alert
27. Added inbound custom call ID display and logging feature, also added
vicidial_log_extended which stores more useful call log info
28. Added optional phone codecs definitions as well as system-wide defaults
for codec definition. Default for both is blank which will keep
whatever is set at the top of the iax.conf or sip.conf files
29. Added option to allow user information to be blocked form the real-time
report by user login(the user viewing the report)
30. Added Hold Time Option Minimum option to in-groups which will prevent the
hold time option from running until a minimum number of hold seconds.
31. Added headers to the list export and calls export reports
32. Added several PRESS-1 options to the Hold Time Option settings for In-Groups
33. Added Call Time after-hours filename override option used by inbound groups
34. Added Campaign setting for inbound queue no dial that will prohibit outbound
auto-dialing if there are any allowed in-group calls in queue if enabled
35. Added In-group options for setting the length of the on hold message and the
hold time option press message as well as offering the option to have
those two prompts be non-blocking and allow existing newer calls through
to agents while the prompts are playing
36. Added utility in CallCard section to generate new card IDs and view by Run.
37. Added Agent API functions for Send DTMF, Park Customer and the Transfer
Conference functions as well
38. Added prompt options for in-group VIDPROMPT methods when initiated from Call
Menus
39. Added web-configurable TTS voice option. Please make sure the Cepstral voice
is installed before entering one.
40. Added function for start_call_url to work with remote agents
41. Added custom default field names for fields in the agent interface. Defined
in the Admin System Settings
42. Added new code to help deal with agents on poor network connections. New
vicidial.php option is $conf_check_attempts
43. Added Custom List Fields functions to the Admin and Agent web interfaces.
To activate you need to enable custom fields in system settings, then
you can go to the Lists section to add custom fields to a list. The
fields are tied to a list, not a campaign, and they can be displayed
in a new tab in the agent interface, and there is a new option to have
the Get Call Launch open this custom fields tab upon a call being sent
to the agent. Also, the Calls Export Report and the List Download
feature include the custom fields values for the leads exported. You
can import custom field data through the web-based lead loader in TXT
and CSV format(you must set a list ID override and you must select
Custom Format). You can also use the non-agent API add_lead function,
(see the NON-AGENT_API.txt doc for more info). You can also use the
third gen lead loader to import leads with custom files in several
other formats.
44. Added more options to agi-AGENT_route.agi to allow it to prompt for user IDs
as well as set the number of digits to collect and check whether a user
is logged into ViciDial. The script can also now be run as an AGI route
option in CallMenus as well as in the custom dialplan.
Look at the comments in the code for more info.
45. Added third generation web-based lead loader capable of loading more data
file types and optionally loading all of them with custom list fields.
You must install the following perl modules on your web server for this
new lead loader to work:
cpan> install Spreadsheet::XLSX
cpan> install Spreadsheet::Read
To get to the new lead loader, click to:
Lists -> Load New Leads
Here is a list of the file formats(by file extension) that are now
supported by the third generation web lead loader:
TXT - tab or pipe delimited
CSV - comma separated values
XLS - MS Excel 2000/XP
XLSX - MS Excel 2007+
SXC - OpenOffice.org First Generation Spreadsheet
ODS - OpenOffice.org OpenDocument Spreadsheet
46. Added the ability to run selected reports from a MySQL slave server. This is
definable in the System Settings in the admin.php interface. You must
already have MySQL Master/Slave replication set up for this to work.
47. Added options to include recording ID, Filename and/or Location with Call
Export Report results
48. Added Non-Agent API function for updating leads: update_lead
Allows for searching by lead_id, vendor_lead_code and phone_number
as well as the ability to insert a new lead if no results found.
Works with custom fields as well.
For more information, look in the docs/NON-AGENT_API.txt doc
49. Added Wait Time options to in-groups. This is different from the Estimated
Hold Time options because this is based only on the customer wait time.
Also, second and third options were added for both allow the offering of
a press 1, 2 and 3 option in the wait/hold time option features.
50. Added timer action methods HANGUP, EXTENSION, CALLMENU and IN_GROUP. These
allow you to hangup or transfer the call at a set number of seconds
from start time or triggered from an outside process.
51. Added Allowable Reports option in User Groups for user_level 7 and higher
users to restrict viewable reports. Also enforced the Allowed
Campaigns option in User Group across admin.php and reports
52. Changed the "Admin" link in admin.php to go to a links page instead of a
listing of Phones, also forced level 7 users to the reports links page
if they try going anywhere in admin.php
53. Renamed "In-Groups" header in admin.php to "Inbound" to reflect that it is
not just for In-groups, but includes DIDs and Call Menus as well
54. Added Filter Phone Groups to allow calls coming into DIDs to be filtered
and sent to a different route if the caller ID number matches one in
the selected Filter Phone Group, or the search can be done by a web GET
to a URL that you define.
55. Added method to clean caller ID number when calls come into DIDs, either by
stripping specific digits from the front of a number if they are there
or taking only the right X numbers, i.e. R10 will take only the 10
digits on the right of a number, and L1 will remove only a 1 from the
left side of the number.
56. Added ability to download DNC numbers from the internal and campaign-
specific DNC lists, as well as the Filter Phone Groups
57. Added validation for Remote Agents to ensure that the User Start is a valid
User in the system, also added validation that Remote Agents do not
overlap their number of lines into another Remote Agent
58. Added ability to override the System Settings webphone URL per User Group
59. Added Calculate Estimated Hold Seconds setting which can delay the
Calculation and optionally the announcement of Estimated Hold Time
for X seconds.
60. Added new beta script for faster checking of leave-3way conferences,
AST_conf_update_3way.pl, read the comments before using.
61. Added Transfer Presets to Campaigns allowing for unlimited dial presets for
agents to use in the transfer-conf frame of the agent interface. Also,
real-time and outbound report reporting have been added to show call
counts for these presets. Presets can optionally have their numbers
hidden from agents allowing agents only to select a preset name to
transfer or conference a call to. You must Enable Transfer Presets in a
campaign before you can define them in the Presets sub-menu.
62. Added ability to hide the "Number to dial" field in the Transfer-conf frame
of the agent interface. This is a Campaign-level setting.
63. Added Manual Dial Prefix to allow for a different dial path for manual dial
calls placed through the agent interface.
64. Added did_id, did_extension, did_pattern, did_description, closecallid,
xfercallid and agent_log_id as webform and script variables in the agent
screen.
65. Added webphone options for System Key and Dialpad, may not be compatible
with all webphones.
66. Allow the changing of the queue priority of an inbound call while the call
is in queue.
67. Changed the example iax.conf and sip.conf to default to context=trunkinbound
to prevent unauthenticated calls on insecure phone accounts
68. Added password strength grading for users, phones and servers. Added ability
to force a user password change on the next admin login. Added password
default settings to System Settings and added a first login setup screen
69. Changed application limit for lead_id from 9 digits to 10 digits. This does
not affect the database limit of lead_id: 4294967295
70. Added customer 3way hangup logging options to campaigns which will log if
and how far into the 3-way call a customer has hung-up, as well as if
the agent initiated the call after the customer hung up. There is also
an option to end the 3-way call and send the agent to the disposition
screen if the customer hangs up during the 3-way call.
71. Added ability to view Inbound Report by selected DIDs instead of by
in-groups. Link added to Reports page.
72. Added dispo_move_list.php script which can be used in the Dispo Call URL
option for a campaign or in-group. This script can be used to move a
lead into a different list_id after the agent disposition depending on
the disposition that is selected. Optionally, the lead can also be reset
so that it can be dialed back immediately. See the code comments for
more information.
73. Added the Lists Campaign Statuses Report which is a list inventory report,
not a calling report. This report will show statistics for all of the
lists in the selected campaigns.
74. Added ability to use Custom List Fields in Web Forms, Scripts and Dispo
Call URL entries used by the agent interface.
75. Added "Add Lead URL" feature to in-groups. Works like Dispo Call URL except
it will send a web get out as soon as a lead is created by the inbound
process. There is a more limited set of variables available for use with
this option, see the admin.php help for more details
76. Changed the PARK CUSTOMER option in campaigns to use a Music-on-Hold context
instead of a difficult-to-configure filename and extension as before
77. Added new IVR PARK CUSTOMER feature to campaigns allowing an agent to park
a customer to an AGI script as an IVR and have the customer enter in
digits unassisted and then be redirected back to the agent who parked
them when they are finished. Optional in-group redirect if customer
does not enter valid input. See example park_call_IVR_example.agi script
78. Added In-Group options for Estimated Hold Time Minimum, which can replace
the "15 seconds" minimum accouncement with an announcement of your
choosing
79. Added a campaign option for Manual Preview Dial, to enable or disable that
manual dial option, as well as allowing or disallowing for the SKIP
lead option.
80. Added two new recording filename variable options: VENDORLEADCODE, LEADID
81. Added the ViciDial Web Dial Firefox web browser plugin, that allows right-
click selection dialing of phone numbers on web pages to a logged-in
ViciDial Agent session. See "extras/firefox_plugin" for more info.
82. Added ability to change users' in-group settings from the in-group
modification screen in bulk.
83. Added Agent Average time stats option to the real-time screen. Must enable
realtime_agent_time_stats option in campaign screen.
84. Added customer park time counter to the agent screen when customer is on
park. Also, added logging of parked calls to park_log table
85. Added ADDMEMBER queue_log logging option to System Settings, and added
CALLERONHOLD entries to queue_log when customer is on park.
86. Added admin no-cache and auto-refresh of modify screens to admin interface.
These are configurable in the System Settings
87. Added option for cross-server phone dialplan extensions in System Settings.
88. Added campaign feature to automatically adjust the hopper level to the
dialing rate and the number of active agents, also added a trim feature
to make sure the hopper is not filled too much
89. Added the ability to filter manual dial calls to adhere to the call time
scheme selected for the campaign. Does not work with State Call Times.
Must be enabled in the Campaign Detail settings.
90. Added the ability to queue multiple manual dial calls for a specific logged-
in agent using the Agent API. Feature must be enabled in the Campaign
Detail settings.
91. Added ability to modify scheduled callback dates and comments in the Admin
Modify Lead screen.
92. Added List override options for webform fields
93. Added script to purge all vicidial_callbacks records that are inactive or
are tied to deleted leads, AST_DB_dead_cb_purge.pl
add to the crontab like this:
# cleanup of the scheduled callback records
25 0 * * * /usr/share/astguiclient/AST_DB_dead_cb_purge.pl --purge-non-cb -q
94. Added did_log_export and recording_lookup functions to the non-agent API
95. Added option to display statuses within the active lists of a campaign in
the campaign modification screen. Also includes called and not called
counts.
96. Added rewritten AJAX/Javascript driven real-time report, able to support
webphones.
97. Added the ability to hide fields in the agent interface by entering
---HIDE--- into the System Settings label option for the field
98. Added preprocess leads in script to filter leads and generate standard
format lead files before being imported
99. Added the ability to have call times go beyond midnight for inbound calls.
100. Added capability for agent interface to have webphone as a thin top bar
101. Added hopper loader randomization option in Campaign Detail screen, which
allows for the results to be randomized inside of the sorted results as
sorted by the List Order option
102. Added add_user and add_phone non-agent API functions
103. Changed vicidial.php HTML formatting to be XHTML compliant
104. Added vdc_script_dispo_example.php script which can be customized to
require specific fields be filled in before submitting, as well as
limiting this restriction to only specific dispositions. You can also
specify dispositions to be selectable that are set to non-selectable.
You use this script in an IFRAME for the campaign. It must be
customized for your specific business rules.
105. Added the ability to use custom statuses for scheduled callbacks. These
are configurable with the Scheduled Callbacks flag in the System
Statuses and Campaign Statuses administrative screens.
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
189. Added compatibility for DAHDI channelbank phones for agents in vicidial.php
190. Added Carrier Log and Hangup Reason reports to Admin Utilities screen
191. Added Lead Loading File Templates
192. Added "--daily" option to the ADMIN_archive_log_tables.pl script allowing
for the call_log and vicidial_log_extended tables to be archived every
night and only keep the last 24-hours of logs in the active table.
193. Changed the AST_flush_DBqueue.pl script to only need to run on one server
NOTE: IMPORTANT !!!!! disable this script on the crontab of all but one
server on your cluster.
194. Added Danish agent web interface translation
########## 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.
16. Added email support, it needs to be enabled in your System Settings. Also,
the following perl modules need to be installed on your voicemail server
install LWP::UserAgent
install HTML::Entities
install HTML::Strip
install HTML::FormatText
install HTML::TreeBuilder
install Switch
install Time::Local
install MIME::Decoder
install Mail::POP3Client
install Mail::IMAPClient
install Mail::Message
########## 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
- gunzip mysql-4.0.27.tar.gz
- tar xvf mysql-4.0.27.tar
- cd mysql-4.0.27
- groupadd mysql
- useradd -g mysql mysql
- "./configure --prefix=/usr/local/mysql --without-server --enable-shared=yes --with-readline"
- make
- make install
- you are done
4. New MySQL perl modules:
You will need to make sure that you have installed the following perl modules:
DBI (top-level Database interface module "install DBI")
DBD::mysql (MySQL-specific interface through DBI "force install DBD::mysql")
5. new predictive dialing crontab entry:
If you will be using the new predictive dialing functions you need to make sure
you have the keepalive for this function loaded in your crontab:
NOTE: this only needs to be on a single server if you are in a multiple
VICIDIAL server setup.
### keepalive script for VICIDIAL predictive script
* * * * * /usr/share/astguiclient/ADMIN_keepalive_AST_VDadapt.pl
6. all old crontab entries and /home/cron files
All of your old crontab entries need to be changed from /home/cron to
/usr/share/astguiclient if you choose the default installation path. You can
manually set the path to /home/cron if you like though since the home path is
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
7. old /etc/rc.d/rc.local entries
Be sure to change your /etc/rc.d/rc.local entries(the commands that are run at
system boot to start asterisk and other scripts like log rolling) and change the
/home/cron path to the new /usr/share/astguiclient path.
8. other notes:
- there is a new DIAL METHOD field and several other new dial-control fields
in campaign modification page, please take a minute to read the help
documentation for these new features.
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