UCCX Report Segmentation with CUIC

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    This document was generated from CDN thread

    Created by: ED VILLARREAL on 17-06-2013 03:36:06 PM
    I'm working with UCCX 9.0.2 and CUIC trying to segment reports for multiple groups serviced by the system.  The requirement is that each group have full use of the reporting functionality provided by CUIC, but only have access to view specific CSQs and Agents.  I've tried to sell the customer on Permalinks or scheduled reports where we can control the filter criteria, but this is not perceived as full functionality of the reporting solution.  I have also exported specific CSQ and Agent reports in order to modify the filter criteria in the report definition to limit visibility, but this requires that the report and views be re-created, which would be time consuming in order to replicate all the reports.  I have also tried to modify the XML with some success.  Unfortunately, modifying the report definition in the XML file and leaving the same ID, results in overwriting of the existing report definition and has led errors in the existing reports in some instances.  Has anyone successfully edited the XML to change the associated report definition?  Any other recommendations/suggestions/prayers are appreciated.

    Subject: RE: New Message from ED VILLARREAL in Contact Center Reporting (CCR) - Cont
    Replied by: Ronald Reif on 18-06-2013 03:49:41 PM
    Ed,  Our reporting solution will accomplish what you are looking for.  Class
    of restriction for accessing specific CSQ's and the associated data, ability
    to write your own definitions and much more.  I would like to show you a 20
    minute demo and let you see the value first hand on how we enhance the UCCX
    experience.  Let me know.  Ron Reif rreif@smsi.com.



    Ronald Reif

    National Sales Manager

    System Management Software, INC.

    1935 County Road B-2  Suite 125

    St. Paul, MN   55113

    651-635-2822 (Direct)

    651-895-6970 (Cell)

    651-633-8244 (Fax)

    rreif@smsi.com



      _____ 

    From: Cisco Developer Community Forums [mailto:cdicuser@developer.cisco.com]

    Sent: Monday, June 17, 2013 3:36 PM
    To: cdicuser@developer.cisco.com
    Subject: New Message from ED VILLARREAL in Contact Center Reporting (CCR) -
    Contact Center Reporting: UCCX Report Segmentation with CUIC



    ED VILLARREAL has created a new message in the forum "Contact Center
    Reporting": --------------------------------------------------------------
    I'm working with UCCX 9.0.2 and CUIC trying to segment reports for multiple
    groups serviced by the system.  The requirement is that each group have full
    use of the reporting functionality provided by CUIC, but only have access to
    view specific CSQs and Agents.  I've tried to sell the customer on
    Permalinks or scheduled reports where we can control the filter criteria,
    but this is not perceived as full functionality of the reporting solution.
    I have also exported specific CSQ and Agent reports in order to modify the
    filter criteria in the report definition to limit visibility, but this
    requires that the report and views be re-created, which would be time
    consuming in order to replicate all the reports.  I have also tried to
    modify the XML with some success.  Unfortunately, modifying the report
    definition in the XML file and leaving the same ID, results in overwriting
    of the existing report definition and has led errors in the existing reports
    in some instances.  Has anyone successfully edited the XML to change the
    associated report definition?  Any other recommendations/suggestions/prayers
    are appreciated.
    --
    To respond to this post, please click the following link:
    http://developer.cisco.com/web/ccr/forums/-/message_boards/view_message/1627
    8962 or simply reply to this email.

    Subject: RE: UCCX Report Segmentation with CUIC
    Replied by: ED VILLARREAL on 18-06-2013 07:10:37 PM
    Ronald,
    Thanks for the reply, but this customer doesn't have any additional budget for another reporting solution.
    Ed

    Subject: RE: New Message from ED VILLARREAL in Contact Center Reporting (CCR) - Cont
    Replied by: Chuck Brier on 19-06-2013 08:33:19 AM
    Ed,

    I’ve been able to successfully do this. You are almost there.  Unfortunately, the only way to accomplish this is to create copies of each report, report definition and value list for each group. The key is to hardcode the value list selections for only the CSQs you want the group to see. You will need a CUIC development instance. Export the stock reports from UCCX into the CUIC development. Copy the report definitions and create new value lists. Reference the new value list in the copied report definition. Export the copied report definition. You’ll need the UUID from this definition. Copy the stock report. Export the copied report. Edit the report definition. Within the report definition, change the UUID for the report definition to use the UUID above.  Re-package everything and import back into CUIC. You will now have a new report based off the stock and limit what each group can report. This will also leave the existing report in tack. Once you have it working in development, export and import into the production environment. Make sure you use the versioning feature when you do all the importing/modifying of the elements.


    From: Cisco Developer Community Forums [mailto:cdicuser@developer.cisco.com]
    Sent: Monday, June 17, 2013 3:36 PM
    To: cdicuser@developer.cisco.com
    Subject: New Message from ED VILLARREAL in Contact Center Reporting (CCR) - Contact Center Reporting: UCCX Report Segmentation with CUIC

    ED VILLARREAL has created a new message in the forum "Contact Center Reporting": -------------------------------------------------------------- I'm working with UCCX 9.0.2 and CUIC trying to segment reports for multiple groups serviced by the system.  The requirement is that each group have full use of the reporting functionality provided by CUIC, but only have access to view specific CSQs and Agents.  I've tried to sell the customer on Permalinks or scheduled reports where we can control the filter criteria, but this is not perceived as full functionality of the reporting solution.  I have also exported specific CSQ and Agent reports in order to modify the filter criteria in the report definition to limit visibility, but this requires that the report and views be re-created, which would be time consuming in order to replicate all the reports.  I have also tried to modify the XML with some success.  Unfortunately, modifying the report definition in the XML file and leaving the same ID, results in overwriting of the existing report definition and has led errors in the existing reports in some instances.  Has anyone successfully edited the XML to change the associated report definition?  Any other recommendations/suggestions/prayers are appreciated.
    --
    To respond to this post, please click the following link: http://developer.cisco.com/web/ccr/forums/-/message_boards/view_message/16278962 or simply reply to this email.

    Subject: RE: New Message from ED VILLARREAL in Contact Center Reporting (CCR) - Cont
    Replied by: Ronald Reif on 19-06-2013 10:25:41 AM
    Keep us in mind for future opportunities.  The offer stands to conduct a
    quick demo so that you could be ahead of the curve.  Thanks,



    Ronald Reif

    National Sales Manager

    System Management Software, INC.

    1935 County Road B-2  Suite 125

    St. Paul, MN   55113

    651-635-2822 (Direct)

    651-895-6970 (Cell)

    651-633-8244 (Fax)

    rreif@smsi.com



      _____ 

    From: Cisco Developer Community Forums [mailto:cdicuser@developer.cisco.com]

    Sent: Tuesday, June 18, 2013 7:11 PM
    To: cdicuser@developer.cisco.com
    Subject: New Message from ED VILLARREAL in Contact Center Reporting (CCR) -
    Contact Center Reporting: RE: UCCX Report Segmentation with CUIC



    ED VILLARREAL has created a new message in the forum "Contact Center
    Reporting": --------------------------------------------------------------
    Ronald,
    Thanks for the reply, but this customer doesn't have any additional budget
    for another reporting solution.
    Ed
    --
    To respond to this post, please click the following link:
    http://developer.cisco.com/web/ccr/forums/-/message_boards/view_message/1632
    5428 or simply reply to this email.

    Subject: RE: New Message from ED VILLARREAL in Contact Center Reporting (CCR) - Cont
    Replied by: ED VILLARREAL on 19-06-2013 10:43:25 AM
    Chuck,

    Thanks for the response.  I actually came up with a solution and it's along the same lines of your recommendation.  Here is the process I used:
    1. Saved a copy of the stock report
    2. Exported the copy of the report
    3. Deleted the copy of the report
    4. Modified the XML in the export
    5. Changed the GUID "ID" for the report, report definition, report parameter, and value list using a GUID generator
    6. Changed the Name of the report, report definition, and value list
    7. Changed the value list type to custom
    8. Changed the parameter Required to true
    9. Changed the value list query to only include the values I wanted access to
    10. Imported the file
    11. Saved a copy of the imported file (This is the final report)
    12. Delete the imported file
    I found that if you don't make copies of the report, it causes issues with duplicate IDs and will typically result in an error during import.