Management Portal

The Management Portal is a browser-based interface that provides the system administrator with access to configure the following:

Agents/Skills/Services - Configure agents, skills and skill groups, routing rules, services, and agent Not Ready reasons.

Application Builder - Create multiple voice applications that implement call processing scenarios specific to your business needs.

User Account - Configure and manage users, the Global Address Book, Unified Messaging, and user roles.

Log Viewer - View log messages containing data about server events.

Quality Management - Configure Quality Management functionality, including scheduled conversation recordings and recording rating criteria.

Reporting - View historical reports, interactions (including agent recordings), application reports, and instant messaging reports.

System Configuration - Configure the Ivanti Voice servers and host computer.

SIP Soft Switch State - Monitor the current state of active calls, call history, DNs, and gateways.

Navigation

Accessing the Management Portal:

  1. Click Start > Programs > Ivanti, Inc. > Communications Management > Management Portal.
  2. The Enter Network Password dialog box opens.
  3. Type your User Name and Password you provided when you installed Ivanti Voice Server.
  4. Click OK. The Management Portal menu page opens displaying eight options. Click the desired option.

Once you enter the Management Portal, a navigation menu with icons appears at the top of each page in the Management Portal.

  • Move your mouse cursor over each icon to see the page that corresponds to that icon.
  • Click an icon to advance to the desired page.
  • Click the Ivanti Voice logo to return to the Management Portal menu page.

Entering/Editing Data

When you enter or edit data on the Management Portal, Ivanti Voice does not always apply those changes immediately (in some fields the text turns red indicating the changes are not yet applied). Use the following buttons to have your changes take effect:

  • Update - Applies changes to the current screen, enabling you to go to another Management Portal screen without losing your changes. If the text is red, it changes to black when you click Update. Before moving on to commit your changes, ensure you click the Update button associated with each field or form you changed.

    If you edit multiple forms or multiple pages, you must click the Update buttons associated with each edited form before you click the Commit Changes button. Some form sections require that you click Update individually.

  • Commit Changes - Saves applied changes and immediately enacts those changes in Ivanti Voice.
    • The Commit Changes button appears after you click an Update button.
    • Once you click the Commit Changes button, you can close the Management Portal without losing your changes.
    • Ivanti Voice automatically commits SIP Soft Switch configuration changes, so the Commit Changes button will not appear.

    • You cannot restore previous settings once you click the Commit Changes button. If you have not clicked the Commit Changes button and you want to discard your changes, use the Discard Changes button to revert edited fields and forms to the previous values.