Outbound Deployment Planning Worksheet

This planning worksheet provides a single place in which to record the information that is required to configure and install Outbound Contact. The cells on the worksheet provide room to write additional values. After it is completed, the planning worksheet expedites the installation and configuration process. It serves as a "look-up" sheet for critical information that you will need in order to complete the process. The information about the items in the Sample Planning Worksheet is important to have on hand.

Sample Planning Worksheet

The following table is a sample planning worksheet in which to record information that you need to have on hand during the configuration process.

T-Server(s)

Planning Worksheet

	Name	Item	Item	Item	Item
Logging In to Genesys Administrator
1.	User name
2.	User password
3.	Application
4.	Host
5.	Port
License Manager
6.	Path to License Manager
Outbound Solution Object
7.	Name
Tenant
8.	Names
Switches
8.	Name(s)
9.	Type of switch
10.	Internal or External CPD capability
11.	T-Server connected to each switch (one-to-one relationship)
12.	Special DNs.19for example, Communication DN and Overflow DN
DNs
13.	ACD positions
14.	Extensions
15.	Call processing Ports (CPP)
16.	ACD Queues
17.	Routing Points
18.	Virtual Queues
19.	Communication DNs
20.	Trunk Group DNs (for Outbound-IP dialing modes) Note: For more information, see Outbound VoIP Deployment.
Applications
21.	T-Server name(s)
22.	Host
23.	Port
24.	Back-up
25.	Designated switch (one-to-one relationship)
Stat Server(s)
26.	Stat Server name(s)
27.	Host
28.	Port
29.	Back-up server
DB Server
30.	DB Server name(s)
31.	Host
32.	Port
33.	Back-up server
34.	Options (see Database Access Point(s).)
35.	DBMS type
Outbound Contact Server (OCS)
36.	OCS name
37.	Host
38.	Communication port
39.	Back-up server
39.	Name(s) of T-Server(s) to which OCS connects
40.	Name of Message Server to which OCS connects (optional)
CPD Server
41.	CPD Server name(s)
42.	Host
43.	Communication Port
44.	Back-up server for CPD Server
45.	Name of T-Server to which CPD Server connects
46.	Type of Dialogic board(s)
47.	DTI Ports (DNs for Dialogic board). (See DNs, near the top of the table, starting at row 13.)
Genesys Administrator
48.	Genesys Administrator name (application)
49.	Name of OCS to which Genesys Administrator connects
Objects
Database Access Point(s)
50.	Name
51.	DB Server name. (See row 30.)
52.	DB Server host. (See row 31.)
53.	DB Server communication port. (See row 32.)
54.	DBMS name
55.	DBMS type. (See row 35.)
56.	Database name
57.	User name for login to DB
58.	Password for login to DB
59.	Case Conversion
User-Defined Fields
60.	Name
61.	Data type
62.	Length
63.	Default value (optional)
Formats
64.	Name
65.	User-defined field names. (See above.)
Table Access
66.	Name
67.	Table type
68.	DB Access Point name. (See row 50.)
69.	Format name. (See row 64.)
70.	Database table name
Dialing Filters
71.	Name(s)
72.	Criteria SQL statement
73.	Order by SQL statement
Treatments
74.	Name
75.	Call result
76.	Apply to record
77.	Apply to call
78.	Destination DN (if "Apply to call")
79.	Number in sequence
80.	Cycle attempt (only for redial)
81.	Interval
82.	Increment
83.	Date/Time
84.	Range
Calling Lists
85.	Name
86.	Table Access Point name
87.	Dialing filter name (optional)
88.	Script property (optional)
89.	Treatment names (optional). (See Treatments.)
Campaigns
90.	Name
91.	Calling list name(s)
92.	List weight (if more than one list)
Campaign Group
93.	Session name(s)
94.	Session type
95.	Dialing mode
96.	Voice Transfer Destination ("Origination DN" in previous releases)
97.	Optimization method
98.	Target value
99.	Buffer size coefficient minimum
100.	Buffer size coefficient optimal
101.	Number of CPD ports
102.	CPD Server name (if more than one) (optional)
103.	Script property (optional)
104.	Stat Server name
105.	OBN Manager name (optional component)
106.	Interaction Server (optional component)
107	Trunk DNs (for Outbound-IP dialing modes) Note: For more information, see OutboundVoIPDeployment.
Reporting (Optional)
108.	Real-time reporting; if yes, see Reporting documentation.
109.	Historical reporting; if yes, see Reporting documentation.