SDS - Specify the Shared Data

You need to identify the data that you want shared with the other elements. The SDS Form Sharing form allows you to

• select the scope All Network Elements, All Cluster Members, All 3300 ICPs, Network Group Members, Admin Group Members, Resilient Pair, Member Hosts, Hospitality Gateway and Guest Room Host, Hospitality Gateway and Suite Host, or None. of the sharing for each form

• prevent specific records in a form from being shared

• Notes:

• To change the sharing scope and specify restricted records in the SDS Form Sharing form, your user profile must be assigned System Data Synchronization Admin access rights.

• The SDS Form Sharing data is shared with other elements and will appear in the SDS Form Sharing forms of the other elements that are sharing data with this element.

• It's recommended that you provision all data sharing from one master element in the network or cluster. If you provision data sharing from a master element, you can monitor distribution errors from that one master element. However, if data sharing is provisioned from multiple elements, then you must log in separately to each element and check for distribution errors.

• You cannot change the default sharing scope of some data entities (for example, ACD Agent Skill Groups, Agent Skill Group Members, Pickup Group Members, and Pickup Groups).

To identify the shared data

1. Access the SDS Form Sharing form.

2. Set the sharing properties of each form, group, or data entity by selecting it from the list and then clicking Change.

3. From the drop-down menu set the scope of the sharing.

4. If applicable, click All records to share all the data
   or
   Click All records except those specified below to exclude specific records from being shared (see below)

5. Repeat the above steps for each form, group, or data entity that you want to share.

In special cases, you may want to exclude certain records from being shared with the other elements (see examples below).

• Note: When you share user and device data across resilient pairs, you cannot restrict the sharing of specific records.

1. Click Add criteria.

2. Select the desired field.

3. Select "is" to exclude a specific record  or select "is between" to exclude a range of records.

• To exclude a specific record, enter the number or character string in the Minimum Value field.

• To exclude a range of records enter the Minimum and Maximum Values for the records that you want to exclude.

4. Click Add criteria to specify more exclusion criteria.

5. If you add multiple criteria using different fields, the system applies an AND relationship between different fields.

6. If you add multiple criteria using the same field, the system applies an OR relationship between the same fields.

5. Click Save. After you exit the System Administration Tool and then launch the tool again, all forms that you have configured to be shared will be identified with the shared data icon in the upper-left corner of the form window. After you start sharing the data with other elements, the shared data icon will also appear next to any shared records in the shared form.

Shared icon:  

6. Proceed to About Sharing and Synchronizing Data.

Examples:

To exclude a range of numerical values, enter numbers in the Minimum and Maximum fields. For example in the Class of Service Options form, to exclude the COS 10 to COS 20, you would specify the following exclusions:

Directory numbers and digit strings are considered numerical values. For example, the following criteria would exclude extension numbers 1000 to 3000:

You could exclude a range of user profiles that are listed in the User Authorization Profile form from being shared by entering exclusion criteria based on the character strings of the User Profile Login Names. You would enter criteria in the Minimum and Maximum fields to exclude the desired records based on alphabetical order. For example, in the User Authorization Form, you could have a list pf User Authorization profile names that consisted of

• Don

• Mary

• Mike

• Sandra

• Sheldon

• Steve

• Sutcliffe

• Wayne

If you didn't want to share the Don's, Mary's, and Mike's profiles, you would specify the following exclusions:

• Note: Values entered in the Minimum and Maximum field are not case sensitive.

Or, if you only wanted to share the records for Sandra, Sheldon, and Steve, you could specify the exclusions in either of the following ways:

In the ARS Call Progress Tone Detection form if you did not want to share the records with the following matching parameters:

• Action to Take is "Give-Answer" and "Maximum Wait for A Dial Tone" is 3, 4, or 5 seconds
  or

• Action to Take is "Reorder Tone and Release" and "Maximum Wait for A Dial Tone" is 3, 4, or 5 seconds,

you would specify the exclusions as follows:

For a few programming forms,  you can enter characters, such as *, #, and P, in the digit strings fields. For example, in the System Speed Calls form you can enter a pause by entering a "P" in the Actual Number field. In fields that contain both characters and numerals, the exclusion criteria is based on alphabetical order: symbols (for example *, #), digits, and then characters starting from left to right. The following mixture of symbols, digits, and characters are listed in alphabetical order:

*
*10
*101
*20
#
#1
#344
12P456
14P545
455
5#6
6A
A23
A2E
adc
bac
BAE
 

• Note: If possible, avoid using fields that contain a mixture of letters, symbols, and digits to exclude data.  Try to use fields that contain either characters or numbers, not both, when defining exclusions.

• About Sharing and Synchronizing Data

• SDS Form Sharing