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Vic

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importing agents from Excel into CME
« on: January 01, 1970, 12:00:00 AM »
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Hi,
I was wondering if someone has already developed an application to import agent information from Excel into CME.

Do we need to use Genesys Adapter? If we write it directly into DB, would confserv need to be restarted?

I would appreciate any info on this matter!

Beancurd

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importing agents from Excel into CME
« Reply #1 on: January 01, 1970, 12:00:00 AM »
Hi Vic,

I'm sure Genesys do an import utility to do what you want. Its chargeble though, if my memory serves me correctly.

B

ecki

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importing agents from Excel into CME
« Reply #2 on: January 01, 1970, 12:00:00 AM »
Hi Vic,

I think somewhere on interent exist an applcation which is able to read data from excel and simulate mouse and keyboard inputs. So you can then program steps to import data like you would do it manualy. I know nothing genial but it works and you do not have to develop some interface.

Tony Tillyer

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importing agents from Excel into CME
« Reply #3 on: January 01, 1970, 12:00:00 AM »
DANGER Vic!

If you do not use a "sanctioned" Genesys software to import data into the Genesys (CME) dB, Genesys will not support the (very possible) scenario of data integrity errors! Aside from everything else, the "dbid" internal overlay in the dB schema will become corrupt if you do not consider it when importing data.

Good luck!

Tony

Todd

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importing agents from Excel into CME
« Reply #4 on: January 01, 1970, 12:00:00 AM »
This is true. While you can update the tables in the config layer, Genesys fully recommends not trying this. They recommend using their Config SDK, which of course is not free! :)

Vic

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importing agents from Excel into CME
« Reply #5 on: January 01, 1970, 12:00:00 AM »
Well, I was looking through CME DB and I noticed that bid values are controlled by ... cfg_maxdbid table.
It has a current highest dbid per table... So, if I just import what I want and update the cfg_maxdbid table, I think we are in a clear...

Anyone willing to try out? :)

Kevin

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importing agents from Excel into CME
« Reply #6 on: January 01, 1970, 12:00:00 AM »
Suggestion:
Set your configuration server logging to "all", then make the appropriate changes. Look in the logs. The logs give you the sequence of all the insert statements, including the appropriate "begin transaction" and "commit transaction" statements.
If you mirrored those actions, you should be able to create a "home grown" utility.

One thing to consider: I toyed with making changes directly to the database in my nonproduction environment. The changes were not recognized by CME until I reinitialized the environment.
In other words, while you may be able to add agents via direct database queries, they may not be recognized until you restart your configuration environment which I'm sure most people do not want to do on a regular basis.

Tony Tillyer

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importing agents from Excel into CME
« Reply #7 on: January 01, 1970, 12:00:00 AM »
Not me! :)

Dave

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importing agents from Excel into CME
« Reply #8 on: January 01, 1970, 12:00:00 AM »
www.kratronic.com/tools/recorder
I have used this with great success to import Genesys CME objects from Excel. It needs a bit of practice, it works most reliably if you can use keystrokes to do the navigation. As Genesys sees it as a (fast) human there is no danger of invalidating the database.
Free trial version works ok, you just need to copy & store the macros yourself in a text file. Easy to understand the macro code and write directly if you need to tinker with recorded code. It has saved many hours of boring keyboard input, not to mention 100% accuracy. Email me if you need more info.

hynsey

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importing agents from Excel into CME
« Reply #9 on: January 01, 1970, 12:00:00 AM »
Hi vic, this is possible. I developed an MS Access too for doing this for Genesys 5.1. When we upgraded to 6.5, only a couple of queries needed to be run to keep within the genesys structure. You are correct. the cfg_max_dbid table is where you need to read from initially, then write to once you have completed your queries. The configuration server DOES need to be restarted for the changes to take effect. What configuration layer are you using? I think I may still have the tool.

hynsey

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importing agents from Excel into CME
« Reply #10 on: January 01, 1970, 12:00:00 AM »
Also, similar to what someone else suggested, to see the queries needed create a new agent phone login, then create a new user and assign this new login to the agent. Open the config DBserver log and look at the SQL scripts passed to the database. This will help you understand what needs to be done. It's not supported by Genesys, but it is quite simple to do.

Steve

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importing agents from Excel into CME
« Reply #11 on: January 01, 1970, 12:00:00 AM »
If you are using CME 7.1, then Config import wizard is included.
Genesys even supply a Excel spreadsheet with a "convert to xml" button, so you just need to copy the data in, in the first place.


Dave

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importing agents from Excel into CME
« Reply #12 on: January 01, 1970, 12:00:00 AM »
Config Import Wizard remains an optional component, even under 7.1. It is not included with CME.

Vic

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importing agents from Excel into CME
« Reply #13 on: January 01, 1970, 12:00:00 AM »
Hi,

I would be great if you could share it with me.
I am tired of having to register all these agents all the time!

Steve

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importing agents from Excel into CME
« Reply #14 on: January 01, 1970, 12:00:00 AM »
Dave

If you install Config Manager 7.1.100.06 (and probably other versions too), Config Import Wizard is on the menu under "Tools".

If it is grayed out then install the CIW from the media, it will then be available. The requirement for a Licence has been removed.

At first I thought that this was fault with the software, but in the documentation (71fr_refdataimport.pdf v7.1.101.00), the first paragraph in section 3 states "....CIW no longer requires a licence".

Steve