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MACs - Common Administrative Tasks

The most common ongoing administrative tasks in operating PureConnect are moves, additions, and changes (MACs) to users, queues, workgroups, stations, routing tables, audio files, and other resources, which are typically configured in Interaction Administrator and Interaction Attendant.

Best Practice:
The best practice around making any changes is to have a change control process to track who made changes, detail notes about before and after change conditions, test plans, and any approval process for changes that are less common. Change control and tracking can be as simple as a spreadsheet, but ideally you should use a formal process with tools that all administrators follow consistently.

PureConnect Cloud MACs

PureConnect Cloud customers can manage many changes themselves via the web-based MyCloud interface or using Terminal Service Remote Access (TSRA). Alternatively, customers can request MAC services via the Customer Care Portal, according to the terms in the PureConnect Cloud Customer Handbook. MAC service requests are distinct from technical support requests; be sure to select the appropriate path on the Customer Care Portal.

Common MAC Requests and Resources for PureConnect Cloud

Tasks

Tools

Resources

Create a TSRA account

  • MyCloud interface

  • Customer Care MAC request

Create a TSRA Account

Reset a MyCloud password

  • MyCloud interface

  • Customer Care MAC request

Reset a MyCloud Password

Upload Interaction Attendant WAV files

  • MyCloud interface

  • Customer Care MAC request

Upload Interaction Attendant WAV Files

Upload grammar files

  • MyCloud interface

  • Customer Care MAC request

Upload Grammar Files

Create and upload .WAV files for new prompts or audio messages

  • Interaction Attendant (TSRA)

  • Customer Care MAC request

Interaction Attendant Prompt Management

 

Convert a Prompt File for Interaction Attendant

  • Interaction Attendant

  • Customer Care MAC request

Convert a Prompt File for Interaction Attendant

Create and Modify Report Schedules

  • Interaction Reporter

  • Interaction Report Assistant

  • Crystal Reports

  • Customer Care MAC request

Create and Modify Report Schedules

DNIS/DID Table Changes

  • Interaction Administrator (TSRA)

  • Customer Care MAC request

Configure DID/DNIS Tables

For definitions of DID/DNIS table columns, see Columns in the DID/DNIS Table

Toll Free Adds/Changes/Removals/Ports

  • Customer Care MAC request

 

Custom Attribute Changes

  • Interaction Administrator (TSRA)

  • Customer Care MAC request

Add or change Custom Attributes for users or workgroups in Interaction Administrator.

Change a User Custom Attribute in Interaction Administrator Web Edition

Change a Workgroup Custom Attribute in Interaction Administrator Web Edition

Example of adding a custom attribute for E911 on users or stations

Fax Farm Management

  • Customer Care MAC request

 

 Adding Roles to the system

  • Interaction Administrator (TSRA)

  • Customer Care MAC request

Give authorized users access control rights to use TSRA applications to manage resources

  • MyCloud interface

  • Customer Care MAC request

 

Customer Care Portal

 

 

Just-in-Time videos illustrate basic  MAC procedures. For example:

Video Title

Video Description

Changing a User's Name

This video shows a procedure for changing a user's name. A name change may be needed to avoid situations where individuals need to have new name properly reflected in the system for reports, directory columns, etc.

Using the Add User Assistant

This video shows how to use the Add Users assistant tool, which performs bulk import for any number of users. This tool saves time, reduces the possibility of errors, and helps recover lost users from the Active Directory server.

Manually Adding Users

This video shows an overview of how to add users in Interaction Administrator. This is quickest and easiest way to add a single user or small number of user.

Change a workgroup membership

This video shows how to change workgroup membership for any existing user via the User Configuration window in Interaction Administrator.

Reset a password

This video shows how you can reset the IC password for a single user or multiple users in Interaction Administrator.