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UPGRADE
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################ UPGRADE
NOTE: Upgrading from 2.0.5 to 2.2.0 is below the first section
NOTE: Upgrading from 2.0.4 to 2.0.5 is below the second section
NOTE: Upgrading from 2.0.3 to 2.0.4 is below the third section
NOTE: Upgrading from 2.0.2 to 2.0.3 is below the fourth section
NOTE: Upgrading from 2.0.1 to 2.0.2 is in the next section
NOTE: Upgrading from 1.1.12-3 to 2.0.1 is at the bottom
########## UPGRADING FROM 2.2.0 TO 2.4 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.4.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.4.sql
quit
2. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
3. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
4. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Changed "After hours", "No agent no queue" and "drop timeout reached" DROPs
to use AFTHRS/NANQUE/TIMEOT statuses respectively
2. Added an option to record calls that enter through a DID until they end or
enter an in-group queue. MUST ENABLE --MIX CRONTAB ENTRY!!!
3. Added ability to have AGENTDIRECT calls that drop go to user's defined
voicemail box
4. Added ability to use a webphone added in an IFRAME in the agent screen.
Tested with Zoiper webphone and sample code included
5. Added vdc_script_notes.php for call notes and appointment taking, read
comments for more information.
6. Added Call Log View options to the Agent screen, can be enabled in the
User Group screen or the User screen in Administration
7. Added custom dialplan entries fields for System Settings and Servers
8. Added ability to use security_phrase field in the vicidial_list table as a
Custom CallerID, must enable in Campaign settings
9. Changed voicemail auto-config to use voicemail.conf directly because include
files are not fully supported in voicemail.conf. If you have any custom
voicemail boxes that are NOT defined in ViciDial then you need to put
them in a custom context above the [default] context in voicemail.conf
in order to keep them. This change will update the ViciDial database if
the user changes their voicemail password through their phone. If that
user also uses that phone entry to login to vicidial.php that password
will be changed as well
10. Changed AGENTDIRECT selection to be triggered by clicking on AGENTS link
instead of number-to-dial field
11. Reformatted lead search page and added first and last name search options
12. Added 3-WAY status to the Real-time report to show when agents are in
consultative transfer sessions
13. Added AGENTONLY Scheduled Callbacks display options to allow the Callbacks
link line in the agent interface to show as red and/or blink. Also,
added option to have callbacks count display only triggered callbacks
14. Added carrier log display option to Real-time report to show the hangup
causes for the last 24/6/1 hours and 15/5/1 minutes of outbound calls
15. Added agc/deactivate_lead.php script that can change the status of a lead in
another campaign with the same vendor_lead_code, source_id or other
field match. See the file comments for more information
16. Added options.php for vicidial.php to give you the ability to change the
interface options in a separate file so that they can be preserved
through an upgrade. See options-example.php for more information
17. Added CallCard featureset to allow for pin-number entry before entering an
In-Group by a customer with minute balances and a basic admin interface.
See the CALLCARD.txt doc for more information.
18. Added display options for agent screen Transfer-conf buttons in the User
Group modification screen.
19. Added ra_call_control function to agent API to allow for hangup and transfer
of calls sent to a Remote Agent also allows for setting of a disposition
for more information read the AGENT_API.txt doc.
20. Added Extension Groups feature to Remote Agents section allowing calls to be
sent to different numbers in a round-robin method when enabled on
multi-line remote agent accounts. To enable, you must create Extension
Group entries and enable Extension Group in the Remote Agent entry.
21. Added agi-AGENT_route.agi script to more easily allow for agentdirect calls
from call menus without having to create a DID entry for every agent.
Simply put this line in the custom dialplan section of the call menu
that you want to allow agentdirect dialing for:
"exten => _XXXX,1,AGI(agi-AGENT_route.agi,default---AGENTDIRECT)"
That example will only work for agents that have 4-digit IDs.
This works well even after hours and when the agent is not available
because you can set the call to go to a voicemail box in the selected
in-group by using AGENTVMAIL in the voicemail field of the in-group.
22. Add the following lines to the extensions.conf to fix bug with manual dial
leave answering machine message(put in the default context):
exten => _8320*.,1,AGI(VD_amd.agi,${EXTEN}-----YES)
exten => _8320*.,2,Hangup
23. Added ability to search logs from admin search lead page
24. Added more login information to the User Stats page including session,
server, phone and computer IP
25. Added Manual Dial override option to campaigns to allow overriding of
user options for manual dial permissions
26. Added campaign option for alerting the agent when they are being blind
monitored. Options include an alert, a notice and an audio alert
27. Added inbound custom call ID display and logging feature, also added
vicidial_log_extended which stores more useful call log info
28. Added optional phone codecs definitions as well as system-wide defaults
for codec definition. Default for both is blank which will keep
whatever is set at the top of the iax.conf or sip.conf files
29. Added option to allow user information to be blocked form the real-time
report by user login(the user viewing the report)
30. Added Hold Time Option Minimum option to in-groups which will prevent the
hold time option from running until a minimum number of hold seconds.
31. Added headers to the list export and calls export reports
32. Added several PRESS-1 options to the Hold Time Option settings for In-Groups
33. Added Call Time after-hours filename override option used by inbound groups
34. Added Campaign setting for inbound queue no dial that will prohibit outbound
auto-dialing if there are any allowed in-group calls in queue if enabled
35. Added In-group options for setting the length of the on hold message and the
hold time option press message as well as offering the option to have
those two prompts be non-blocking and allow existing newer calls through
to agents while the prompts are playing
36. Added utility in CallCard section to generate new card IDs and view by Run.
37. Added Agent API functions for Send DTMF, Park Customer and the Transfer
Conference functions as well
38. Added prompt options for in-group VIDPROMPT methods when initiated from Call
Menus
39. Added web-configurable TTS voice option. Please make sure the Cepstral voice
is installed before entering one.
40. Added function for start_call_url to work with remote agents
41. Added custom default field names for fields in the agent interface. Defined
in the Admin System Settings
42. Added new code to help deal with agents on poor network connections. New
vicidial.php option is $conf_check_attempts
43. Added Custom List Fields functions to the Admin and Agent web interfaces.
To activate you need to enable custom fields in system settings, then
you can go to the Lists section to add custom fields to a list. The
fields are tied to a list, not a campaign, and they can be displayed
in a new tab in the agent interface, and there is a new option to have
the Get Call Launch open this custom fields tab upon a call being sent
to the agent. Also, the Calls Export Report and the List Download
feature include the custom fields values for the leads exported. You
can import custom field data through the web-based lead loader in TXT
and CSV format(you must set a list ID override and you must select
Custom Format). You can also use the non-agent API add_lead function,
(see the NON-AGENT_API.txt doc for more info). You can also use the
third gen lead loader to import leads with custom files in several
other formats.
44. Added more options to agi-AGENT_route.agi to allow it to prompt for user IDs
as well as set the number of digits to collect and check whether a user
is logged into ViciDial. The script can also now be run as an AGI route
option in CallMenus as well as in the custom dialplan.
Look at the comments in the code for more info.
45. Added third generation web-based lead loader capable of loading more data
file types and optionally loading all of them with custom list fields.
You must install the following perl modules on your web server for this
new lead loader to work:
cpan> install Spreadsheet::XLSX
cpan> install Spreadsheet::Read
To get to the new lead loader, click to:
Lists -> Load New Leads
Here is a list of the file formats(by file extension) that are now
supported by the third generation web lead loader:
TXT - tab or pipe delimited
CSV - comma separated values
XLS - MS Excel 2000/XP
XLSX - MS Excel 2007+
SXC - OpenOffice.org First Generation Spreadsheet
ODS - OpenOffice.org OpenDocument Spreadsheet
46. Added the ability to run selected reports from a MySQL slave server. This is
definable in the System Settings in the admin.php interface. You must
already have MySQL Master/Slave replication set up for this to work.
47. Added options to include recording ID, Filename and/or Location with Call
Export Report results
48. Added Non-Agent API function for updating leads: update_lead
Allows for searching by lead_id, vendor_lead_code and phone_number
as well as the ability to insert a new lead if no results found.
Works with custom fields as well.
For more information, look in the docs/NON-AGENT_API.txt doc
49. Added Wait Time options to in-groups. This is different from the Estimated
Hold Time options because this is based only on the customer wait time.
Also, second and third options were added for both allow the offering of
a press 1, 2 and 3 option in the wait/hold time option features.
50. Added timer action methods HANGUP, EXTENSION, CALLMENU and IN_GROUP. These
allow you to hangup or transfer the call at a set number of seconds
from start time or triggered from an outside process.
51. Added Allowable Reports option in User Groups for user_level 7 and higher
users to restrict viewable reports. Also enforced the Allowed
Campaigns option in User Group across admin.php and reports
52. Changed the "Admin" link in admin.php to go to a links page instead of a
listing of Phones, also forced level 7 users to the reports links page
if they try going anywhere in admin.php
53. Renamed "In-Groups" header in admin.php to "Inbound" to reflect that it is
not just for In-groups, but includes DIDs and Call Menus as well
54. Added Filter Phone Groups to allow calls coming into DIDs to be filtered
and sent to a different route if the caller ID number matches one in
the selected Filter Phone Group, or the search can be done by a web GET
to a URL that you define.
55. Added method to clean caller ID number when calls come into DIDs, either by
stripping specific digits from the front of a number if they are there
or taking only the right X numbers, i.e. R10 will take only the 10
digits on the right of a number, and L1 will remove only a 1 from the
left side of the number.
56. Added ability to download DNC numbers from the internal and campaign-
specific DNC lists, as well as the Filter Phone Groups
57. Added validation for Remote Agents to ensure that the User Start is a valid
User in the system, also added validation that Remote Agents do not
overlap their number of lines into another Remote Agent
58. Added ability to override the System Settings webphone URL per User Group
59. Added Calculate Estimated Hold Seconds setting which can delay the
Calculation and optionally the announcement of Estimated Hold Time
for X seconds.
60. Added new beta script for faster checking of leave-3way conferences,
AST_conf_update_3way.pl, read the comments before using.
61. Added Transfer Presets to Campaigns allowing for unlimited dial presets for
agents to use in the transfer-conf frame of the agent interface. Also,
real-time and outbound report reporting have been added to show call
counts for these presets. Presets can optionally have their numbers
hidden from agents allowing agents only to select a preset name to
transfer or conference a call to. You must Enable Transfer Presets in a
campaign before you can define them in the Presets sub-menu.
62. Added ability to hide the "Number to dial" field in the Transfer-conf frame
of the agent interface. This is a Campaign-level setting.
63. Added Manual Dial Prefix to allow for a different dial path for manual dial
calls placed through the agent interface.
64. Added did_id, did_extension, did_pattern, did_description, closecallid,
xfercallid and agent_log_id as webform and script variables in the agent
screen.
65. Added webphone options for System Key and Dialpad, may not be compatible
with all webphones.
66. Allow the changing of the queue priority of an inbound call while the call
is in queue.
67. Changed the example iax.conf and sip.conf to default to context=trunkinbound
to prevent unauthenticated calls on insecure phone accounts
68. Added password strength grading for users, phones and servers. Added ability
to force a user password change on the next admin login. Added password
default settings to System Settings and added a first login setup screen
69. Changed application limit for lead_id from 9 digits to 10 digits. This does
not affect the database limit of lead_id: 4294967295
70. Added customer 3way hangup logging options to campaigns which will log if
and how far into the 3-way call a customer has hung-up, as well as if
the agent initiated the call after the customer hung up. There is also
an option to end the 3-way call and send the agent to the disposition
screen if the customer hangs up during the 3-way call.
71. Added ability to view Inbound Report by selected DIDs instead of by
in-groups. Link added to Reports page.
72. Added dispo_move_list.php script which can be used in the Dispo Call URL
option for a campaign or in-group. This script can be used to move a
lead into a different list_id after the agent disposition depending on
the disposition that is selected. Optionally, the lead can also be reset
so that it can be dialed back immediately. See the code comments for
more information.
73. Added the Lists Campaign Statuses Report which is a list inventory report,
not a calling report. This report will show statistics for all of the
lists in the selected campaigns.
74. Added ability to use Custom List Fields in Web Forms, Scripts and Dispo
Call URL entries used by the agent interface.
75. Added "Add Lead URL" feature to in-groups. Works like Dispo Call URL except
it will send a web get out as soon as a lead is created by the inbound
process. There is a more limited set of variables available for use with
this option, see the admin.php help for more details
76. Changed the PARK CUSTOMER option in campaigns to use a Music-on-Hold context
instead of a difficult-to-configure filename and extension as before
77. Added new IVR PARK CUSTOMER feature to campaigns allowing an agent to park
a customer to an AGI script as an IVR and have the customer enter in
digits unassisted and then be redirected back to the agent who parked
them when they are finished. Optional in-group redirect if customer
does not enter valid input. See example park_call_IVR_example.agi script
78. Added In-Group options for Estimated Hold Time Minimum, which can replace
the "15 seconds" minimum accouncement with an announcement of your
choosing
79. Added a campaign option for Manual Preview Dial, to enable or disable that
manual dial option, as well as allowing or disallowing for the SKIP
lead option.
80. Added two new recording filename variable options: VENDORLEADCODE, LEADID
81. Added the ViciDial Web Dial Firefox web browser plugin, that allows right-
click selection dialing of phone numbers on web pages to a logged-in
ViciDial Agent session. See "extras/firefox_plugin" for more info.
82. Added ability to change users' in-group settings from the in-group
modification screen in bulk.
83. Added Agent Average time stats option to the real-time screen. Must enable
realtime_agent_time_stats option in campaign screen.
84. Added customer park time counter to the agent screen when customer is on
park. Also, added logging of parked calls to park_log table
85. Added ADDMEMBER queue_log logging option to System Settings, and added
CALLERONHOLD entries to queue_log when customer is on park.
86. Added admin no-cache and auto-refresh of modify screens to admin interface.
These are configurable in the System Settings
87. Added option for cross-server phone dialplan extensions in System Settings.
88. Added campaign feature to automatically adjust the hopper level to the
dialing rate and the number of active agents, also added a trim feature
to make sure the hopper is not filled too much
89. Added the ability to filter manual dial calls to adhere to the call time
scheme selected for the campaign. Does not work with State Call Times.
Must be enabled in the Campaign Detail settings.
90. Added the ability to queue multiple manual dial calls for a specific logged-
in agent using the Agent API. Feature must be enabled in the Campaign
Detail settings.
91. Added ability to modify scheduled callback dates and comments in the Admin
Modify Lead screen.
92. Added List override options for webform fields
93. Added script to purge all vicidial_callbacks records that are inactive or
are tied to deleted leads, AST_DB_dead_cb_purge.pl
94. Added did_log_export and recording_lookup functions to the non-agent API
95. Added option to display statuses within the active lists of a campaign in
the campaign modification screen. Also includes called and not called
counts.
96. Added rewritten AJAX/Javascript driven real-time report, able to support
webphones.
97. Added the ability to hide fields in the agent interface by entering
---HIDE--- into the System Settings label option for the field
98. Added preprocess leads in script to filter leads and generate standard
format lead files before being imported
99. Added the ability to have call times go beyond midnight for inbound calls.
100. Added capability for agent interface to have webphone as a thin top bar
101. Added hopper loader randomization option in Campaign Detail screen, which
allows for the results to be randomized inside of the sorted results as
sorted by the List Order option
102. Added add_user and add_phone non-agent API functions
103. Changed vicidial.php HTML formatting to be XHTML compliant
########## UPGRADING FROM 2.0.5 TO 2.2.0 ##########
1. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
2. upgrade the MySQL asterisk database:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.2.0.sql
quit
3. Added new method for monitoring from the Real-time screen using a phone entry
4. Outbound Survey option for using Cepstral Text-to-speech. Requires Cepstral
to be installed and configured with proper licenses in place to use.
You must enable TTS in the System Settings screen, then you can access
the TTS section of the web administration.
5. Added RANDOM and LAST CALL TIME lead order options to campaigns
6. Changed List Mix to be active by default, depricated the
AST_VDhopper_MIXtest.pl script, if you use it change it to the
AST_VDhopper.pl in your crontab entries
7. Added Call Menus Feature(aka IVR) in the In-groups section. This allows you
to create call menus with DTMF options using the Admin web interface.
8. Changed all PHP scripts to use long tags, short tags are depricated in PHP6
9. Added audio upload ability from web interface, choose audio prompts from a
list in the call menu and in-group admin screens, and back-end audio
synchronization utilities have been added for multi-server setups.
to seed all Asterisk audio files, run the following command from your
Asterisk server with ViciDial installed:
/usr/share/astguiclient/ADMIN_audio_store_sync.pl --force-upload --debug
NOTE: Make sure the web audio store folder exists and is writable
10. Added Active Voicemail Server setting to System Settings. Now the voicemail
and prompt recording extensions are auto-generated so that they all
direct to the same server and they should be removed from the
extensions.conf file:
8168, 8167, 85026666666666, 8500, 8501
11. Added auto dial limit setting to System Settings to allow setting of the
top limit for Campaign Auto Dial Level pull-down menu in the Modify
Campaign screens
12. Added Agent Time Detail report showing the timeclock time, agent activity
time and pause codes time by agent across selected campaigns and/or
user groups. Also reformatted Reports screen in Administration
13. Removed the ViciDial recording extensions from the general dialplan since
they are now auto-generated and placed in the extensions-vicidial.conf
file(8309 and 8310). Also, phone dial-out contexts are definable now
allowing you to lock out agent phone in a call center from dialing out.
14. Added option to login as an agent with no phone. Must create a phones entry
called 'nophone' with dialplan number of 8300.
15. Added live monitoring of calls and retrieval of recorded calls through the
QueueMetrics interface
16. Added up to 40 records to one List Mix going down to 1% mix, as well as the
option to populate all records with a set of statuses
17. Added ability to force auto-incremented ID values for Users, Campaigns,
Lists, Scripts, In-groups, etc... using the vicidial_override_ids table
18. Added the HIDE option for Disable Alter Customer Phone field to hide the
customer phone number from the agent interface
19. Added dynamic route options to Call Menus and links to Call Menus and DIDs
20. Added DID traffic stats report: AST_DIDstats.php
21. Added User Time-Clock Detail report to show agent login and logout times
along with totals, sortable and downloadable
22. Added DAHDI channel compatibility and carrier logging for outbound list calls
23. Changed Auto-Detected Busy and Disconnected statuses to AB and ADC to better
separate them from agent-defined statuses
24. Added option to lock out DROP calls from being called again for a period of
time, as a campaign option. This is useful to be able to comply with the
UK telemarketing regulations that state you may not auto-dial a customer
back within 72 hours of an abandon.
25. Changed In-Group and Call Menu prompts to allow for multiple audio files per
prompt by separating them by pipes |. Also, changed the Agent Alert
Extention to a Filename in In-Groups
26. Added a conf_secret field to phones table to be used as sip.conf/iax.conf
password instead of the pass field. Please check that this is set
properly if you are having phone registration issues
27. Added no-agent-no-queueing options to In-Groups to send a call somewhere
else when there is no agent logged in(or active) to the in-group
28. Changed the agent alert extension to a filename in in-groups
29. Added process for updating statuses on leads in the vicidial_list table
through a batch process(VICIDIAL_UPDATE_leads_status_file.pl) as well
as a web-based report to show the stats for these transactions
30. Added the option for a Quick Transfer from the agent screen. This option
allows the blind transfer of a call to the default transfer group or one
of the presets with a single button click. Also added a preset populate
feature to pre-populate the Number to Call field with one of the presets
for the campaign.
31. Added Multiple Campaign Drop Rate Groups to allow campaigns to share a drop
percentage. This allows you to to run multiple smaller campaigns at one
time and more easily control your drop rate.
32. Added pre-Answer statuses and processing for the Sangoma CPD(Call Progress
Detection) proxy as well as a new netborder sip patch:
netborder-cpd-1.4.patch
33. Added Agents Status View sidebar to agent interface, and available transfer
agent frame to AGENTDIRECT transfers when clicking on the NUMBER TO CALL
field in the transfer conference frame
34. Added Calls in Queue display to Agent screen, along with click to grab a
call from this listing.
35. Added a Re-Queue Call button to send the current call back to an AGENTDIRECT
in-group for the agent to take later
36. Added rank and owner to the vicidial_list table. the CLI lead loader has
a new stdrankowner format to add these fields in lead files. Also, added
these fields to the web-based lead loader formats and field chooser.
Related to this, RANK and OWNER are now lead order options in the
campaign screen.
37. Added automatic list reset option to List Modification screen. You can enter
multiple times, and the leads in the list will be reset at those times.
38. Added no-hopper dialing option for MANUAL and INBOUND_MAN campaigns. If This
is enabled, the hopper will not run for this campaign. This option is
only available when the dial method is set to MANUAL or INBOUND_MAN. It
is recommended that you do not enable this option if you have a very
large lead database, over 100,000 leads. With No Hopper Dialing, the
following features do not work: lead recycling, auto-alt-dialing, list
mix, list ordering with Xth NEW. If you want to use Owner Only Dialing
you must have No Hopper Dialing enabled. Default is N for disabled.
39. Added lead owner option to restrict dialing within a list to the owner of a
lead only. If This is enabled, the agent will only receive leads that
they are within the ownership parameters for. If this is set to USER
then the agent must be the user defined in the database as the owner of
this lead. If this is set to TERRITORY then the owner of the lead must
match the territory listed in the User Modification screen for this
agent. If this is set to USER_GROUP then the owner of the lead must
match the user group that the agent is a member of. For this feature to
work the dial method must be set to MANUAL or INBOUND_MAN and No Hopper
Dialing must be enabled. Default is NONE for disabled.
40. Agent screen Alert option is now disabled by default.
41. Added --GSW option for audio processing scripts 2 and 3 for GSM codec files
with an RIFF header and named with .wav file extension
42. Added agent screen display dialable leads option for campaigns
43. Added ViciDial Balance Rank for servers to allow prioritizing the servers
that will dial the FILL calls in a multi-server cluster
44. Added optional twoday_ log tables which give you a safer place to be pulling
slightly less than real-time information from log tables without locking
the live log tables. there are 6 twoday_ log tables: recording_log,
call_log, vicidial_log, vicidial_closer_log, vicidial_xfer_log and
vicidial_agent_log
45. Added new Inbound Summary Hourly Report to show stats by in-group and broken
down per in-group in hourly increments. This report also allows
filtering of the stats by call time scheme.
46. Added option to the Outbound(VDAD) report to calculate stats including the
overflow drop in-group stats with the outbound campaign stats.
47. Added longest_wait_time option for Next Agent Call in Campaigns and
In-Groups.
48. Changed Real-time Report screen agent time display to be based upon a change
in "state"(INCALL, READY, PAUSED, etc...) instead of being based upon
the time of the last call they handled.
49. Changed the ViciDial agent screen to not delete session reservations by
default at agent logout. Instead, the ADMIN_keepalive process will clear
out unused session reservations once a day at the timeclock reset time
as set in system_settings.
50. Changed voicemail config to use phone password as voicemail password instead
of just the voicemail ID as the password
51. Rewrote how scripts are displayed in the ViciDial agent interface
52. Added List agent script override setting allowing different scripts to be
used for each list ID even within the same campaign
53. Added web-configurable Music-On-Hold and conferences to the admin interface.
Make sure you add the following lines to your meetme.conf and
musiconhold.conf files, or just use the samples included:
#include musiconhold-vicidial.conf
#include meetme-vicidial.conf
54. Changed the reloading of Asterisk modules to only reload the ones that have
had changes made to them.
55. Added "Active Agent Server" option to servers to allow disabling of agent
phone logins through ViciDial Agent Screen to a specific server
56. Added TIMEZONE UP and DOWN lead orders options for campaigns
57. Added DEAD call time logging and agent notification of call hangup
58. Added second web form button with different URLs possible per campaign and
in-group. Must be enabled in System Settings
59. Changed Answering Machine Message campaign option to an audio select with an
option for TTS prompt to be used. You must change any custom values you
have set in this field to an audio prompt or it will not function
properly. Also added WaitForSilence Options setting to the campaign
screen. If you want to use this it must be populated in each campaign.
You must change 8320 to the following in your extensions.conf:
exten => 8320,1,AGI(VD_amd.agi,${EXTEN}-----YES)
exten => 8320,2,Hangup
# the VD_amd_post.agi script is now depricated
60. Added additional Voicemail configuration through admin.php. Voicemail boxes
can now be created without being tied to a phone. These voicemail boxes
are added to the active voicemail server and there must be an active
voicemail server defined in the system settings for these to work.
61. Added List override options for callerID, answering machine message and
drop inbound group to override campaign settings for leads within a
specific list
62. Added Agent-selectable territories list upon login to select what list
territories they want to place calls in.
REQUIREMENTS:
- Must have System Setting "User Territories Active" enabled
- Must have Campaign "No Hopper Dialing" enabled
- Must have Campaign "Owner Only Dialing" set to TERRITORY
- Must have Campaign "Agent Select Territories" enabled
- Must have User "Agent Choose Territories" enabled
- Leads must have the owner field set to desired territory
63. Added ability to use Remote Agents with all inbound next-agent-call settings
64. Added ability to use DNCC and DNCL as Auto-Alt-Dial statuses
65. Added ability to DNC filter by North American AREACODE using 201XXXXXXX as
a DNC list entry. Enabled by using the AREACODE option in Campaign
Detail settings
66. Added agi-NVA_recording.agi script to allow for recording of non-agent calls
as well as the ability to log them. If audio recording using this script
make sure you use the STEP 1 audio mixing script in your crontab with
the "--MIX" option so that these recordings are stored properly
67. Added queue_log DID and IVR logging entries for QueueMetrics
68. Added secondary FTP audio recording file transfer script to send recordings
to a second FTP server after finishing transfer to the primary server.
69. Added Conf File Secret to Servers section to allow for a custom password
on internal ASTloop, ASTblind and server-to-server IAX connections
This requires some lines to be removed from the iax.conf file:
- remove the register entries for ASTloop and ASTblind
- remove the account entries for [ASTloop] and [ASTblind]
This requires some lines to be removed from the extensions.conf file:
- remove the TRUNKloop and TRUNKblind entries near the top
70. Added Outbound Summary Interval Report which will show various statistics
for a range of campaigns, filtering results by call time and displaying
them broken down by 15/30/60 minute periods by campaign. Also has an
option to included the drop overflow calls in the statistics.
71. Added option for links to the reports page by including a file in vicidial
web directory named 'custom_report_links.html'. This allows you to
maintain custom links even after upgrading your system. There is a
'EXAMPLEcustom_report_links.html' file included in that directory that
can just be copied and customized for your needs.
72. Replaced all "SELECT *" MySQL queries with proper field lists. This makes
database table field order less important, allowing for more
customizations by the user without causing problems.
73. Added an API function(change_ingroups) which allows the selected in-groups
for an agent to be changed while they are active in the ViciDial Agent
screen. Once changed in this way, the agent would need to log out and
back in to be able to select in-groups themselves. Blended can also be
changed using this function. For more information see the AGENT_API.txt
document in the docs directory.
74. Added a non-agent-API function and a new feature to the Real-Time screen
that allows a manager to change the in-groups selected by an agent in
real time while an agent is logged in. Simply click on the INFO + link
for the agent you want to modify, select the in-groups, select blended
and select if you want to override the agent default settings then
click submit. Manager must have the ability to Change Agent Campaign in
their user settings.
75. Added Recording Filename and Recording ID as Script variables. If you use
either or both of these the script content will load twice if you have
auto-launch set to SCRIPT. Only works with recording set to ALLCALLS or
ALLFORCE for script on auto-launch. Also, added a refresh link for the
script tab to reload content at will.
76. Redesigned the Transfer-Conference frame in the agent interface and added
a CONSULTATIVE checkbox to allow for easier consultative 3-way calls
with other ViciDial agents with customer information. This also allows
for AGENTDIRECT consultative transfers. CXFER is no longer needed to do
consultative transfers
77. Added "Delete Voicemail After Email" options to delete messages on the
server after they have been emailed
78. Added CRM Login Popup to campaign settings to allow for a custom window to
be opened on agent login, optionally using agent and campaign variables
79. Added 5 custom fields to the user settings
80. Added Initial Queue Position logging on inbound calls and a summary of this
to the Inbound report
81. Added six duplication check methods to the non-agent API add_lead function
82. Added VIDPROMPT options for in-group call handling to prompt caller for an
ID number that will be populated in the vendor ID(vendor_lead_code)
field.
83. Added an agent API function to update vicidial_list fields and the field
values in the agent screen on-the-fly for the agent's current call
84. Added timer action options to campaigns and in-groups allowing a message,
webform or D1/D2-dial to happen at a specified number of seconds after
the customer connects to the agent. Also, an API callw as added for this
85. Added three more transfer-conference number-to-dial presets as well as List
ID override options for all five number presets
86. Added Dispo Call URL that allows a back-end call to a web page or URL, that
will not display to the agent, which can send information like the
selected disposition, talk time, phone number or most of the other
fields available in the web form into a formatted URL to post to a
remote web server. Available in Campaigns and In-Groups.
87. Added log rolling archive script to automatically move logs into archive
tables monthly. The ADMIN_archive_log_tables.pl script needs to be added
to your crontab to run monthly(example: "30 1 1 * *")
88. Added Traditional Chinese (zt_tw) language translation of the agent screen
which can be found in the LANG_www/agc_tw directory
89. Added popup calendars to many of the reports for easier date selection
########## UPGRADING FROM 2.0.4 TO 2.0.5 ##########
1. Note the license change from GPLv2 to AGPLv2. This change was made to close
the ASP loophole for code distribution that was present in the GPLv2
license. Please read the docs/LICENSE.txt file for more information
2. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
3. upgrade the MySQL asterisk database:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.0.5.sql
quit
4. Several of the MySQL tables have been changed to a HEAP type to reside in
memory to improve performance.
5. Added the ability for inbound and blended agents to choose their selected
in-groups without logging out. The new GROUPS link at the top of the
agent screen(vicidial.php) can be used when an agent is Paused to
change their selected groups and whether they are set to do Blended
calling or not. There is also a new log with the details of what
groups an agent has selected each time in the user stats page.
6. Queue Priority has been added allowing for the prioritization of one in-group
over another in-group or outbound campaign(when in blended mode)
7. Drop call action has been added to both inbound and outbound calling. You
can now send a call that would drop into an inbound group. The call will
still be recorded as a DROP in it's original in-group or campaign, but
the lead information will move on to the drop in-group.
8. Audio recording mixing/compression/ftping scripts have been completely
rewritten and separated into different scripts for better fault
tolerance. Also, you have the option of compression in to the following
formats: WAV, GSM, MP3 and OGG
- AST_CRON_audio_1_move_mix.pl
- AST_CRON_audio_1_move_VDonly.pl
- AST_CRON_audio_2_compress.pl
- AST_CRON_audio_3_ftp.pl
9. Created a new script to backup a VICIDIAL setup, including the Asterisk conf
files, prompt recordings, bin, agi and web files:
ADMIN_backup.pl
10. Added ability to override recording options of a campaign for individual
inbound-groups
11. The 8 outbound agi-VDADtransfer scripts are in process of being consolidated
into a single AGI script: agi-VDAD_ALL_outbound.agi
All older outbound scripts are depricated and do not function any more
12. The start of a new QC (Quality Control) feature [non functional right now]
13. Install the Switch perl module from CPAN
perl -MCPAN -e shell
- install Switch
14. Recording to RAM now uses tmpfs it is usually included in all kernels if you want
to check in in menuconfig you will find it under
File Systems --> Pseudo filesystems --> [*] Virtual memory file system support.
It does not hurt to enable
[*] Tmpfs POSIX Access Control Lists
as well.
The following line should be added to /etc/fstab:
tmpfs /var/spool/asterisk/monitor tmpfs rw 0 0
Mounting the ramdisk in rc.local should be remove:
# mke2fs -m 0 /dev/ram0
# mount /dev/ram0 /var/spool/asterisk/monitor
This allows for a more efficient use of memory and recording to RAM with less RAM
available.
15. The following should be added to the [featuremap] section of /etc/asterisk/features.conf
to prevent agents and called parties from being able to "transfer" a call to any
number possible in your Asterisk dialplan.
[featuremap]
blindxfer => D
16. Added ip_relay to allow for loopback IAX trunks that make true blind
monitoring possible for all agents no matter their phone type 0860XXXX.
17. Added the ability to load balance the logins to vicidial.php for phones
that are registered to multiple servers on a multi-server system.
Simply put multiple phone_login values in the phone login field at
login separated by a comma and the vicidial.php script will pick the
server that has the fewest agents logged into it at the moment of login.
18. Added ability for vicidial.php to populate the phones.computer_ip field upon
agent login. Options set in the vicidial.php file to allow for overwrite
every login or only if field is empty.
19. Several code changes for better UTF8 compatibility with the database as well
as special character leads in the agent screen, lead loading
20. Added after hours redirect of calls to an in-group to another in-group
21. Added collection of hangup reasons for inbound and outbound calls in the
vicidial_log and vicidial_closer_log tables
22. Added a new timeclock feature w/ audit and log, including the addition
of shifts to VICIDIAL user groups and the ability to auto-generate
user IDs as you are adding users to the system. timeclock.php user login
page created and linked to from admin/agent/welcome screens
23. Added a new inbound/closer(queues) report for showing service levels
24. Added Calls in Queue counter to agent vicidial.php screen
25. Added ability to use calltime scheme for calls not yet in an in-group(queue)
as well as display in real-time stats. See Inbound_VDAC_IVR.txt doc for
more information
26. Auto-dial survey broadcast campaigns can now be fully configured within the
admin.php interface and they have new options shown in the Survey sub-
section
27. Changed add-to-DNC list to allow for multiple phone numbers per submission
28. Date/time and phone formats that appear in the VICIDIAL agent screen are now
customizable as defined in the Admin -> System Settings screen.
29. Added manual dial and inbound queue_log logging capability for better
QueueMetrics compatibility
30. Added some basic agent interface API functions and an agc/api.php script
31. A field has been added to vicidial_list(last_local_call_time) to sort by
the last time a lead was called as well as for lead recycling changes.
32. IMPORTANT FOR RECORDINGS!!!
The recording extensions have been changed within VICIDIAL so you need to
add the following lines to your extensions.conf
; quiet monitor-only entry and leaving conferences for VICIDIAL (recording)
exten => _58600XXX,1,Meetme,${EXTEN:1}|Fmq
33. Added option (for Internet Explorer users only) to copy a field to the
clipboard of the agent computer upon a call being sent to the agent.
34. Added new alternate number dialing method which allows for over 65,000 alt
phone numbers per lead. Currently these extra numbers are only available for
auto dialing, not manual dial. These extra alternate number leads must be
imported either with the CLI lead loader(VICIDIAL_IN_new_leads_file.pl) or
the non-agent API script.
35. Added campaign-specific DNC filtering lists to the system
36. Added optional dialplan entries to sample extensions.conf to play a not-in-
service message for invalid phone numbers that cannot be dialing in North
America
37. Rewrote Leave-3way function for conference calling to work more reliably on
high load systems.
Need to add more vicidial_conferences entries and meetme.conf entries
for this, see the meetme.conf.sample file and the
first_server_install.sql file for more information
38. Added several new features to inbound call handling including:
- announce place in line
- announce estimated hold time
- welcome message options
- options for call routing when estimated hold time is too high
- press 1 to leave a voicemail for customers if wait time too high
39. Added DID call routing to allow for basic routing of calls to phones,
extensions, voicemail and VICIDIAL inbound groups without editing the
extensions.conf dialplan.
*requires initial adding one line to dialplan of inbound context:
exten => _X.,1,AGI(agi-DID_route.agi)
*as well as a few more lines in your VICIDIAL default context:
; DID forwarded calls
exten => _99909*.,1,Answer
exten => _99909*.,2,AGI(agi-VDAD_ALL_inbound.agi)
exten => _99909*.,3,Hangup
40. Added ability to set callerID number on outgoing conference calls to
CAMPAIGN, CUSTOMER or AGENT_PHONE callerID settings.
41. New Slovak translation for the agent screen, as well as new German agent
screen translation and new German buttons for the agent screen
42. New Welcome demo and languages screens with links to all translations of
agent and admin screens
43. Added INBOUND_MAN dial method to allow for inbound call handling by agents
that are also placing manual dial list calls through their campaign lists