Thursday, March 25, 2010

QM4 - Create and Deploy an Interviewer

Create and Deploy an Interviewer

Written by James M. Blocker Jr
v1.01
Copyright © 2010 Instant Technologies

What You Will Need
A Queue Manager Account – for access to the Queue Manager

2 Lotus Sametime User Accounts –
One for the user, the other for the Interviewer's Entry PointMake sure you have the user name, password, and server information available,  These accounts will need to be created by an administrator that can register new users with Lotus Notes address book



















Go to the website where Queue Manager is located and use your account information to gain access to the website. Generally, this is the first thing the website will show you.

Step 2: Make a new Entry Point
Click on the “Admin” tab on the top menu. (Red Box)














Click on the “Entry Points” tab in the sub menu. (Red Box)










Click on the New IM Entry Point Link. (Red Box)










Input a name that will be unique to this Entry point. (Blue Box)
Optional: add a description and define a type.
Click on the “Platforms” dialog tab. (Red Box)





























Click on the “Sametime” check-box. (Blue Box)
Fill in the blanks with the Interviewer's Sametime User Account information
It is very important that this information is correct, otherwise this Entry Point will never go online.
When everything is correct, click on “Save & Close” . (Red Box)



























After the browser refreshes, go back to “Admin - Entry Points” and confirm that your new entry point (Blue Box) is present in the “Entry Points table”.












If you ever need to edit your Entry Point (Blue Box), you can select the check-box next to it and click “Edit IM Entry Point” (Green Box).
Likewise you can delete it by selecting the check-box and clicking “Delete IM Entry Point(s)” (Red Box). It is Possible to delete multiple Entry Points if multiple Entry Points are selected.

Step 3: Make a new Interview
Click on the “Interviews” tab on the top menu. (Red Box)













Click on the New Interview Link. (Red Box)
Input a name that will be unique to this Interview. (Blue Box)
Optional: add a description and define a type.
Click on the Image next to IM Entry Point text box to select an existing Entry Point (Red Box)
























Find the Entry Point(Blue Box) that was made in Step 2
Select OK (Red Box) and return the the "Edit Interview Dialog" Window


























Click on the “Definition” tab (Red Box)



















Select the “Welcome” Node Check-box (Blue Box) and click on the “Add Node” Button(Red Box)












Input a Unique Name for this Node for this Interview. (Blue Box) This name is used only to identify it in the Node Tree in the Interview Dialog Box under the “Definition” Tab
Input “My first Interview” in the Menu Text box (Green Box)
Click on the Action Type Combo Box (Red Box)























Select “Display help text” (Red Box)









Input “Hello World” in the Text to return when this item is selected field (Blue Box)
Click the “Add” button (Red Box)

















Double-check that everything is correct When everything is correct, click on “Save & Close” . (Red Box)











After the browser refreshes, go back to “Admin>Interviews” and confirm that your Interview (Blue Box) is present in the “Interviews table”












If you ever need to edit your Interview (Blue Box), you can select the check-box next to it and click “Edit Interview” (Green Box).
Likewise you can delete it by selecting the check-box and clicking “Delete Interview” (Red Box).

Step 4: Deploying the New Interview







Click on the “Control Panel” link (Red Box)







Do you remember the User-name that you gave the Entry Point you created? That is what you will be looking for in this table.
Search for the Entry Point's User-name in the Application List. If it is not listed, it has not been started. Click on the “Rescan” button (Red Box) for the server to search for new Interviews. If all the information is correct, the new Interview will go online using the account defined by the Entry Point.















You may have to wait a few moments for the server to find and start everything, but it will show up if everything has been correctly input.

Alternately, you can use the Sametime Buddy List to see if the Interview is online or not. If it is online, You will see that the User is online.
Note – If you are currently logged in as the user that the Entry Point is trying to use, the Bot will never go online. You will have to use an alternate account to monitor it's online status.





























 

 

 

 

Step 5: Interacting with the new Interview

Log in to a Sametime account that runs on the same server as the account used to define the Entry Point in step 2















If you have not added the Entry Point's account to your current account's buddy list, go ahead and add them.
Start a conversation with the account the Interview should be running on and it should automatically welcome you like this
Reply to the Interview by sending it the text “1” to select that menu option




















This is what it should reply with.
Congratulations! You have just made your first interview!

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