Tracer Version 7 Online Classroom
Latest Tracer Features & Functionality Enhancements
Interested in learning more about new features and feature enhancements introduced to the Tracer application? Simply select and expand on a desired topic below for more information and a Flash-based video tutorial that can get you quickly up to speed.
Version 7.1 |
| OAISYS Cloud Licensing Service |
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This feature enables automatic registration of an OAISYS recording system and the ability to apply additional licenses directly via the cloud. Cloud licensing streamlines system administration and improves the customer experience, making it even easier to deploy, manage and use OAISYS solutions. View the video tutorial to learn more:
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| Caller Location Mapping |
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This feature enables the display of a map showing a caller’s location based on physical address or longitude/latitude coordinate information. View the video tutorial to learn more:
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| Network Configuration |
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OAISYS has enhanced the Network Configuration options. The new Local Data Server tab allows support for named instances in SQL. The Local Clients fields allow for clients running locally on the OAISYS Server to connect directly. View the video tutorial to learn more:
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| Live Desktop Monitoring |
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This enhancement to the Live Calls application of the Tracer solution allows authorized users to view the live desktop activity of an agent. Synchronized with live voice monitoring, this feature enables supervisors and managers to obtain a complete view of any interaction. View the video tutorial to learn more:
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Tracer Online Certification Presentations - Version 7
To receive your official OAISYS Tracer Certification, you must download
this questionnaire/instruction
sheet and answer each section's questions from the information presented
in the corresponding videos.
Each link will be a zip file that contains a high quality AVI file. Unzip the file to your local machine to review the material.
Windows Media Player or your default player will play the files. If you unable to see the video portion of the session, you might
first need to download the appropriate codec for the media player.
Click here and Install TSCC.
Install - Installing Tracer
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OAISYS Install Training
(full AVI presentation) |
This session teaches Technicians how to physically install and configure an OAISYS Call Recording Server. Topics discussed are server specs, software options, installation models, and basic configurations that need to be programmed in order to get the OAISYS Server fully operational.
Video Contents
(individual tutorials with bookmarks)
Intro - 0:00
Architecture Overview – 2:53
Turnkey Server Specs – 14:11
Software Only Server Options – 30:35
VM Server Options – 34:23
Software Options – 36:50
Installation Models – 42:33
Programming Configurations – 1:01:27
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Admin - Setting up and Configuring Tracer
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OAISYS Admin Basics
(full AVI presentation) |
This session teaches Tracer programmers everything they need to match their organization’s recording needs & keep their system running effectively. Topics discussed are basic navigation, alarm programming, backup/archive settings, and recording rules.
Video Contents (individual tutorials with bookmarks)
Intro - 0:00
Download Software – 4:54
Desktop Client Overview – 7:32
Check Port Settings – 17:02
Program Alarms – 21:48
Create Lists & Call Filters – 28:30
Configure Backup & Archive Settings – 38:42
Set Recording Rules – 52:33
Program After Call Actions – 59:08
Create Custom Call Columns – 1:03:55
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Tracer User Creation
(full AVI presentation) |
This session teaches Tracer programmers how to create profiles for the various internal and external users who will be working with the software. Topics discussed are the creation of user profiles and allocation of permissions.
Video Contents (individual tutorials with bookmarks)
Intro - 0:00
Active Directory Integration – 2:57
Create Lists & Call Filters – 7:35
Create User Profiles – 17:35
Create User Groups – 35:25
General Application Permissions – 40:45
Tracer Calls Permissions – 43:52
Report Permissions – 53:33
Employee Evaluation Permissions – 55:51
Tracer Live Call Permissions – 58:17
Admin Permissions – 1:03:23
User Group Permissions – 1:05:54
Deploy Software – 1:09:20
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Advanced Tracer Admin
(full AVI presentation) |
This session teaches Tracer programmers how to setup the advanced Administrative features that are exclusive to the Tracer system. Topics discussed are the creation of Employee Evaluations and Ad Campaigns.
Video Contents (individual
tutorials with bookmarks)
Intro - 0:00
Create Lists & Call Filters – 4:00
Define Scales – 7:56
Create Employee Evaluations – 13:58
Set Permissions to Employee Evaluations – 29:34
Program Ad Campaigns – 31:18
Sample Ad Campaign Reports – 42:10
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User - Using the Features of Tracer
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OAISYS User Basics
(full AVI presentation) |
This session teaches Tracer users the basics of navigating the user interfaces. Topics discussed are initial software download, desktop client functionality, and historical calls navigation.
Video Contents (individual tutorials with bookmarks)
Intro - 0:00
Software Download – 3:36
OAISYS Desktop Client – 4:55
Management Studio Login – 19:00
Searching for a Call – 22:39
Navigate Folder Tree – 30:50
View & Listen to Calls – 39:45
Add Annotation – 43:56
Right-Click Menu Options – 48:29
Share Recordings – 55:16
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Advanced Tracer User
(full AVI presentation) |
This session teaches Tracer users how to take advantage of the additional user functionalities that are exclusive to the Tracer system. Topics discussed are employee evaluations, live call monitor, and reports.
Video Contents (individual tutorials with bookmarks)
Intro - 0:00
Fill out Employee Evaluations – 5:17
Setup Work Queue Folders – 14:57
Work with Live Calls – 19:44
Report Examples – 37:52
Create Reports – 45:21
Run a Saved Report – 54:15
View Live Report Example – 55:56
Schedule Reports – 58:43
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