Chatta subito con l'assistenza

Ottieni assistenza in tempo reale
Completa la registrazione

Accedi

Richiedi prezzo

Contatta il supporto vendite

Stat 7.0 - System Administration Guide

Table of Contents

Overview of Stat Administration

Stat Architecture and Components

Windows Client / Web Browser Stat Central Agent / App Web Server Database Tier Application Environments

PeopleSoft Environments Oracle Applications Environments Generic Application Environments

Stat Administrator Responsibilities

Manage Stat Maintenance Tables Administer Security Manage the Stat Central Agent Provide End-User Support Perform Application Upgrades Perform Database Maintenance

The Stat SYSTEM User Account Standard Maintenance Windows

Buttons and Controls The Record List

Field Name Coding Convention Scroll Bar Splitter Bar

Field Types Adding and Deleting Records

Adding a New Record Deleting a Record Inactivating a Record Activating Record Changes

Using the Color Selection Dialog Box

Using a Predefined Color Using a Custom Color

Importing and Exporting Maintenance Tables

Exporting Data Importing Data Limitations

Administrative Utilities

Stat INI Editor

The Database Tab

General Setting Information Changing the STATLOGIN Password Testing Connections Editing Records Deleting Records Duplicating Records Copying Record Values Order of Appearance Printing the Stat INI file

The Options Tab

Encryption Key Update Data Replicator Table Dump Utility PeopleSoft Object Mover Instruction Update Utility Configuration Guide for New Installations

Stat Security Layers

Login Security Internal Security Changing the Database Password

Defining User Classes Editing User Class Rights Defining Stat Users

Copying User Definitions Resetting Passwords The User Access Information Window

Service Domain Access Tab PS Options Tab (PeopleSoft only) User File Directories Tab Queue Assignment Tab Application Access Tab Object Type Access Tab Environment Access Tab Pre/Post Migration User Parameters Tab Synchronizing User Access Information

User Password Security Settings

LDAP Connection Maintenance

Defining LDAP Connections Assigning LDAP Connections to Users

Connection Manager

The Current Tab The History Tab

General Maintenance Tables

System Maintenance

General Tab License Tab Users Tab Other Options Tab Parameters Tab DB Scripts Tab CSR History Tab Approvals Tab

Service Domain Maintenance Department Maintenance Issue Tracking Maintenance

Custom Label Fields Issue Statuses

Country Maintenance

Updating PeopleSoft Country and Department Definitions

Customer Maintenance Object Type Maintenance

File Types for Oracle Applications Source File Locations File Type User Directories VCM Locations File Templates

Setup Object Types for Oracle Applications

Stat's Implementation New Setup Objects Interface

File Path Syntax Case Sensitivity and File Name Conversion Server-Specific Pre/Post Migration Step Parameters SFTP Public Key-Based Authentication

PT Servers User Default Directories Oracle Apps Base Directories Testing File Locations, Servers, and Default Directory Locations

PeopleSoft Environment Connection Maintenance

Oracle Microsoft SQL Server

Testing Environment Connections Inactivating PeopleSoft Environments Managing File Locations by Environment PeopleSoft Options

Setting Up User Connections Setting Up Physical Object Lock Exclusions Setting Up Migration Approval Lists

Copying PeopleSoft Environments

Pre/Post Migration Steps Parameters Oracle Applications Configuration

Patch Types Product Families Platforms Updating Products Languages Patch Prerequisites

Oracle Applications Connection Maintenance

Testing Environment Connections Defining Oracle Applications Servers Start/Stop Oracle Applications Agents Inactivating Oracle Applications Environments Setting Up Migration and Patch Approval Lists Updating Products per Environment Copying Oracle Applications Environments

Generic Application Connection Maintenance

Testing Environment Connections Inactivating Generic Application Environments Managing Source File Locations by Environment Setting Up Migration Approval Lists Copying Generic Application Environments

Schema Object Parameters Maintenance Data Object Maintenance

Defining Application Version Numbers Defining Data Objects

Naming Data Objects The Edit Data Objects Window

Data Object Example

Identifiers Tables Where Clauses

PeopleSoft Search Configurations

Creating Tables and Views

Employee View Example (Pre PeopleTools Version 8.48) Employee View Example (PeopleTools Version 8.48 and Higher) Country View Example Department View Example

Stat Report Definition Maintenance

Editing Reports Adding Custom Reports Turning off the Emailing of Blank Reports

Version Control Management Connection Maintenance

Service Domain-Specific Maintenance

Working With Service Domains Activity Code Maintenance Application Maintenance Application Environment Maintenance Auto Task Maintenance Business Rule Maintenance

Defining Business Rules

Selecting a Trigger Event Defining Rule Criteria Defining Message Content Defining a Distribution List Defining a Command to Run Resetting a Rule Saving Rules Disabling Rules Copying Rules

Viewing Rule History

CSR Log Topics Maintenance CSR Priority Maintenance CSR Type and Status Maintenance Customer Priority Maintenance Generic Application Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

PeopleSoft Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

Oracle Application Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

Pre and Post Migration Steps

Step Types Predefined Steps Defining a Custom Command

Release Management Maintenance Template Maintenance

The Edit Template Window

Queue Maintenance

Editing Queue Membership

Workflow Maintenance

Template Diagrams Workflow Rules

Transfer Rules Setting Up Transfer Approval Lists Auto Advance Option Status Rules

Copying Workflows

Configuring the Stat Central Agent

Starting and Stopping the Stat Central Agent

Starting the Stat Central Agent Stopping the Stat Central Agent

Defining Agent Jobs

Error Notification Job Maintenance Job Classes

Check for Past Due Items Email Reports and Print Reports Log Off and Wait PS Object Lock Sync Purge Agent Event Tables Purge Audit Tables Purge Deleted Archive Sets Purge Error Log Tables Purge Migration Event Tables Stat Central Agent Purge System-Generated Logs Run Operating System Command Unlock Locked CSRs

The Schedule Tab

Day Schedule Time Schedule

The Error Notification Tab

Stat Central Agent Printers Monitoring the Stat Central Agent

Accessing the Job Monitor Schedule Tab Jobs Tab Logs Tab Filtering and Sorting Showing Job and Log Details

Customizing the What's New Tab in Stat Web Customizing Field Labels for the Stat Web Client

Email Configuration

Configuring the Stat Central Agent for Email Outbound Mail Configuration

Object Lock Request for Info Approval Notification Resetting Password Message

Inbound Mail Configuration

Default Values Tab Special Processing Tab

Skip Processing Undeliverable Processing Info Request Processing Adding a Parameter Order of Processing Removing or Editing a Parameter

Advanced Customer Identification and Tracking # Tabs

Regular Expressions Regular Expression Examples Adding a Regular Expression Order of Processing Removing or Editing a Regular Expression

Field-Specific Tabs

Adding a Parameter Removing or Editing a Parameter

Object Security

PeopleSoft Proprietary Object Security PeopleSoft Object Security Setup Instructions Frequently Asked Questions File Object Security

Enabling Web Client to perform PeopleSoft migrations

Overview Present architecture Compatibility issues with the current implementation

Goals of an alternate approach Alternate Architecture How to inform Stat about the available PT servers How does the test connection of PT servers work? How to map PT servers with individual users Using same PT server for migration of multiple PT environments

Appendix: Sample Service Domain Configuration Appendix: User Class Rights

Notes on User Class Rights CSR Edit Rights CSR Tabs Rights CSR Tasks Rights Generic Application Migration Management Rights Generic Application Object Management Rights Maintenance - File Object Rights Maintenance - General Rights Maintenance - Service Domain Rights Oracle Apps Migration Rights Oracle Apps Object Management Rights Oracle Apps Patch Management Rights PeopleSoft Migration Management Rights PeopleSoft Object Management Rights Project Rights Security Rights Stat Central Agent Rights Tool Rights Wizard Rights

Appendix: Creating a Staging Database

PeopleSoft on Oracle PeopleSoft on SQL Server

Appendix: Database Tuning

Oracle Database Instance Tuning MSS SQL Server Database Tuning

Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls

Resolving port and firewall conflicts

Appendix: REST Web Services API

Authentication URI Structure REST API Resources

Appendix: SOAP-Based Web Services API

Services and Exposed Methods

long connect( String userId, String password ) throws WSLoginFault; void disconnect( long connectId );

CSR Service Approval Service

Class Definitions

RecordType Bean AttachmentType Bean CSRType Bean CSRLogType Bean CSRTaskType Bean CSRTimeType Bean CSRWorkflowType Bean CSRWorkflowStatusType Bean CSRWorkflowStatusQueueType Bean CSRWorkflowStatusQueueMemberType Bean

Appendix: Troubleshooting Chart

Stat Database Stat Central Agent Stat Oracle Agent Login/Connection Administrative Utilities CSRs Stat Web Archiving and Migrating Printing Miscellaneous

Appendix: Oracle Agent: Stat.conf and log4j2.xml configuration Appendix: Custom Report Files

About Stat Report Files

Define Data Adapter for Stat Datasource Report Parameters

Stat Predefined Global Parameters Stat Predefined (prompt) Parameters Custom (prompt) Parameters Custom Global Parameters

Watermarks Copyright Report Variables Text Field Expressions

Login Service

The URL for the wsdl file of this service is located at:

http://hostname:port/stat/WSLoginService?wsdl

long connect( String userId, String password ) throws WSLoginFault;

User has to establish a valid connection in order to interact with Stat through Web Services. Connections are validated the same way a normal login into the Web Client is validated. Upon successful connection, a valid Connect ID is returned to the user, which will be used in subsequent method calls to validate user's connection. Also proper rows are written into CONNECTION_MGMT and CONNECT_HIST tables. A list of valid connections is stored on the server and the connection is refreshed each time a valid Web Service Method is executed. This connection will have to be either closed by User or it will expire after a time-out period.

void disconnect( long connectId );

This method terminates an established connection through Web Services.

CSR Service

The URL for the wsdl file of this service is located at: http://hostname:port/stat/WSCsrService?wsdl

The server throws an exception if user does not have Add CSR or Add Attachment rights or if any of the fields in the csr bean is invalid.

long saveNewCSR(long connectId, CSRType csr, List<AttachmentType> attachments) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

csr - A bean representing all the values in a CSR. (See Class Definitions, part 3 for CSRType definition)

•

attachments - List of attachments. For more information, see AttachmentType Bean .

Return Parameter

A long value representing the CSR Id of the new csr is returned.

Retrieve the Content of a CSR from Stat

CSRType retrieveCSR(long connectId, String sdcd, long csrId) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

A csr bean representing the retrieved csr is returned. For more information, see CSRType Bean .

Update an Existing CSR in Stat

The csr parameter bean will contain all the original values in the CSR in addition to the updated values.

The server throws an exception in the following circumstances:

•

In the case of an invalid service domain, or CSR Id parameters.

•

If another user has the lock on the CSR.

•

If user has restriction to the Application.

•

If the CSR is in a Closed Status and user does not have proper rights.

•

If the CSR is assigned to another user and the current user does not have proper override rights.

•

If the user does not have change rights to any of the fields in CSR.

•

If any of the values in CSR are invalid.

•

If the CSR has objects and user is attempting to change to an Application that results in a change of Module.

•

If the CSR has objects and user is attempting to change to a CSR Type that invalidates the current Workflow.

•

If the CSR has objects and user is attempting to change to a Workflow that invalidates the current migration path.

Before updating the CSR, a row is inserted into CSR_LOCK_STATUS and is removed after the update.

CSR History records are inserted for the updated fields.

void updateCSR(long connectId, CSRType csr) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

csr - A csr bean representing the retrieved csr is returned. For more information, see CSRType Bean .

Retrieve a CSR by Tracking Number

Query Stat for the CSR based on the Tracking Number field.

List<CSRType> retrieveCSRByColumn(connectId, columnName, columnValue)

Input Parameters

•

connectId - a valid connection Id

•

columnName - valid values are TRACKING_NUMBER and ALTERNATE_NUMBER

•

columnValue - the value you are searching for

Return Parameter

List of CSRType records

Retrieve a List of Active Service Domains


Method	List<RecordType> getServiceDomainList( long connectId ) throws WSCsrFault;
Input Parameters	connectId - A valid connect Id obtained by calling WSLoginService.connect
Return Parameter	List of values. For more information, see RecordType Bean .

Retrieve a List of Active Service Domains the Current User Can Access

The connectId parameter has the information about the current user.

The server throws an exception in case of an empty return list.


Method	List<RecordType> getServiceDomainForUserList( long connectId ) throws WSCsrFault;
Input Parameters	connectId - A valid connect Id obtained by calling WSLoginService.connect
Return Parameter	List of values. For more information, see RecordType Bean .

Retrieve a List of Active Customers

The server throws an exception in case of an empty return list.


Method	List<RecordType> getCustomerList(long connectId) throws WSCsrFault;
Input Parameters	connectId - A valid connect Id obtained by calling WSLoginService.connect
Return Parameter	List of values. For more information, see RecordType Bean .

Retrieve a List of Active Projects for a Specific Service Domain

The server throws an exception in case of an invalid service domain parameter.

The server throws an exception in case of an empty return list.

List<RecordType> getProjectList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Users for a Specific Service Domain

The server throws an exception in case of an invalid service domain parameter.

The server throws an exception in case of an empty return list.

List<RecordType> getOpenedByList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Customer Priorities for a Specific Service Domain

The server throws an exception in case of an invalid service domain Parameter.

The server throws an exception in case of an empty return list.

The server throws an exception if Customer Priority is disabled at the service domain level.

List<RecordType> getCustomerPriorityList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Applications for a Specific Service Domain

The server throws an exception in case of an invalid service domain parameter or an empty return list.

This method verifies any possible restricted access to applications for current user.

List<RecordType> getApplicationList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Environments for a Specific Service Domain and Application

The server throws an exception in case of an invalid service domain or Application Code parameters or in case of an empty return list.

The server throws an exception if Application Environment is disabled at the service domain level.

List<RecordType> getEnvironmentList(long connectId, String sdcd, String applicationCode) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

ApplicationCode - Application Code

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active CSR Types for a Specific Service Domain

The server throws an exception in case of an invalid service domain parameter or an empty return list.

List<RecordType> getCSRTypeList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Priorities for a Specific Service Domain

The server throws an exception in case of an invalid service domain parameter or an empty return list.

List<RecordType> getPriorityList(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Users for a Queue in a Specific Service Domain

The server throws an exception in case of an invalid service domain or Queue Id parameters or in case of an empty return list.

List<RecordType> getAssignedToList(long connectId, String sdcd, String queueId) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

queueId - Queue Id

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Workflows for an Application Code and a CSR

Type in a specific service domain.

The server throws an exception in case of an invalid service domain, Application Code or CSR Type Code parameters.

The server throws an exception in case of an empty return list.

List<RecordType> getWorkflowList(long connectId, String sdcd, String applicationCode, String typeCode) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

applicationCode - Application Code

•

typeCode - CSR Type Code

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Status Records for a Workflow Id in a Specific Service Domain

If Workflow Id is a null value, a list of all Status records for the passed CSR Type is returned.

The server throws an exception in case of an invalid service domain, CSR Type Code, or Workflow Id parameters.

The server throws an exception in case of an empty return list.

List<RecordType> getStatusList(long connectId, String sdcd, String typeCode, String workflowId) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

typeCode - CSR Type Code

•

workflowId - Workflow Id

Return Parameter

List of values. For more information, see RecordType Bean .

Retrieve a List of Active Queue Assignments for a Specific Service Domain.

If workflowId and statusCode are also passed, the method returns selected Queue Assignments on the particular Status of the passed Workflow.

If workflowId and statusCode are null values, the method returns all the Queue Assignments for the passwd service domain.

The server throws an exception in case of an invalid service domain, Workflow Id or Status Code parameters.

The server throws an exception in case of an empty return list.

List<RecordType> getQueueList(long connectId, String sdcd, String workflowId, StatusCode) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

workflowId - Workflow Id

•

statusCode - Status Code

Return Parameter

List of values. For more information, see RecordType Bean .

Add attachments to an Existing CSR in Stat

The server throws an exception in the following circumstances:

•

In the case of an invalid service domain, or CSR Id parameters.

•

If another user has the lock on the CSR.

•

If the user has restrictions to the Application.

•

If the CSR is in a Closed Status and user does not have proper rights.

•

If the CSR is assigned to another user and the current user does not have proper override rights.

•

If the user does not have proper right to add Attachments.

•

If the attachment list is empty.

Before updating the CSR, a row is inserted into CSR_LOCK_STATUS and is removed after the update.

CSR History records are inserted for added attachments.

void addCSRAttachments(long connectId, String sdcd, long csrId, List<AttachmentType> attachments) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

•

attachments - List of attachments. For more information, see AttachmentType Bean .

Delete attachments from an Existing CSR in Stat.

File Ids may be retrieved by calling the retreiveCSRAttachments method.

The server throws an exception in the following circumstances:

•

In the case of an invalid service domain, or CSR Id parameters.

•

If another user has the lock on the CSR.

•

If the user has restrictions to the Application.

•

If the CSR is in a Closed Status and user does not have proper rights.

•

If the CSR is assigned to another user and the current user does not have proper override rights.

•

If the user does not have proper right to delete Attachments.

•

If the attachment list is empty.

Before updating the CSR, a row is inserted into CSR_LOCK_STATUS and is removed after the update.

CSR History records are inserted for deleted attachments.

void deleteCSRAttachments(long connectId, String sdcd, long csrId, List<Long> fileIds) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

•

fields - List of file Ids for attachments.

Retrieve a List of Attachments in a CSR

If there are no attachments in the CSR, a null value is returned. For more information, see AttachmentType Bean .

List<AttachmentType> retrieveCSRAttachments(long connectId, String sdcd, long csrId) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

A list of attachments for the csr is returned. For a definition of AttachmentType refer to Class Definitions, part 2.

Retrieve any possible CSR Template Values for the Current User

If there are no CSR Template values, a null Object is returned.

CSRType getCSRTemplateValues(long connectId, String sdcd) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

A csr bean representing the retrieved csr is returned. For more information, see CSRType Bean .

Retrieve any Possible Description Template for a Specific Application Code

If there are no Templates present, a null String is returned.

String getApplicationDescriptionTemplate(long connectId, String sdcd, String code) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

code - Application Code

Return Parameter

A string of template is returned.

Retrieve any Possible Resolution Template for a Specific Application Code.

If there are no Templates present, a null String is returned.

String getApplicationResolutionTemplate(long connectId, String sdcd, String code) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

code - Application Code

Return Parameter

A string of template is returned.

Retrieves any Possible Description Template for a Specific CSR Type Code

If there are no Templates present, a null String is returned.

String getCSRTypeDescriptionTemplate(long connectId, String sdcd, String code) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

code - Application Code

Return Parameter

A string of template is returned.

Retrieve any Possible Resolution Template for a Specific CSR Type Code

If there are no Templates present, a null String will be returned.

String getCSRTypeResolutionTemplate(long connectId, String sdcd, String code) throws WSCsrFault;

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

code - Application Code

Return Parameter

A string of Resolution template is returned.

Add or Update a Log on a CSR

List<CSRLogType> updateCSRLogs(long connectId, String sdcd, long csrId, CSRLogType detailLog)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

NOTE: This method is called for adding a new CSRlogs and updating an existing CSRlog. When adding a new CSRlog, logSequence of the CSRLogType record is zero. When updating an existing CSRlog, logSequence of the CSRLogType record is not zero. For more information, see CSRLogType Bean .

Retrieve the Logs for a CSR

List<CSRLogType>retrieveCSRLogs(connectId, sdcd, csrId)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

List of CSR logs

Retrieve a Log record by sequence ID for a CSR

List<CSRLogType>retrieveCSRLog(connectId, sdcd, csrId)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

•

seqId - sequence Id

Return Parameter

A single CSR log record

Retrieve a List of CSR Log Topics for a Service Domain

List<string>retrieveLogTopicList(connectId, sdcd)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

Return Parameter

List of CSR log topics for a service domain

Retrieve the Tasks (including times) for a CSR

List<CSRTaskType>retrieveCSRTasks(connectId, sdcd, csrId)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

List of CSR tasks and times. For more information, see CSRTaskType Bean .

Add or Update a Task on a CSR

void updateCSRTasks(long connectId, String sdcd, long csrId, CSRTaskType taskType)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

Return Parameter

NOTE: This method is called for adding a new task and updating an existing task. When adding a new task, activitySeq of the CSRTaskType record is zero. When updating an existing task, activitySeq of the CSRTaskType record is not zero. The list of tasks should always be retrieved first before making any changes to the task or time records. CSRTimeType records have state field with the following values: Zero means unmodified, one means new, three means modified, 4 means deleted. For more information, see CSRType Bean .

Retrieve the list of Status available for Transfer for a CSR

CSRWorkflowType retrieveWorkflowStatusList(connectId, sdcd, csrId)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

csrId – CSR Id

Return Parameter

List of available status based on the current state of the workflow in the CSR. The actual list can be accessed by calling the getTargetStatuses () method of CSRWorkflowType bean. For more information, see CSRType Bean .

Transfer the Status in Workflow

void transferToStatus(connectId, sdcd, csrId, overrideComment, resolution, workflow, targetStatus)

Input Parameters

•

connectId - A valid connect Id obtained by calling WSLoginService.connect

•

sdcd - service domain

•

csrId – CSR Id

•

overrideComment – required comment in case of an override transfer

•

resoluiton – required resolution if needed

•

CSRWorkflowType – current workflow in the CSR

•

CSRWorkflowStatusType – target status that the workflow is being transferred to

Return Parameter

NOTE: If status does not need Queue and User, pass the status (CSRWorkflowStatusType) without any Queues. If status needs a Queue and User, add the target Queue to the status, and pass the status. In all cases, if you are overriding the transfer, pass a comment. For more information, see CSRWorkflowType Bean, CSRWorkflowStatusType Bean, CSRWorkflowStatusQueueType Bean, and CSRWorkflowStatusQueueMemberType Bean .

Related Documents

The document was helpful.

Seleziona valutazione

I easily found the information I needed.

Seleziona valutazione

© ALL RIGHTS RESERVED. Termini di utilizzo Privacy Cookie Preference Center