Filter the Workstations View

Use the following procedure to filter the workstations view according to specific criteria. To view all Workstations, clear the filter.

You can apply only one filter. Filters are per data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. per user: if you delete the data source or user, filters are also deleted.

Procedure 

  1. Click Recording Management > Data Sources > Settings, choose a LAN (Screen) Data Source, and then click Workstations.

  2. In the Workstations window, click dropdown list next to View, and then click CreateFilter to create a new filter, or click Edit Filter to edit a selected filter.

  3. Complete the following fields:

    Item

    Description

    Filters

    Shows All if this is the first Workstation filter being created, or shows the currently selected filter if it is being edited.

    Host Name

    Type the network name or IP address of the Workstations to be filtered. You can use wildcards, as in the following examples:

    WS* = any Workstation that start with WS

    *WS = any Workstation that end with WS

    *WS* =any Workstation containing WS

    If you enter invalid characters, an error message appears.

    Domain

    Type the network domain of the Workstation.

    Phone Data Source

    Chose the phone switch (Data Source) from the list.

    Extension

    Type the extension. If you have multiple extensions, separate them with a semicolon.

    Workstation Group

    Check all the Workstation Groups to which the Workstation belongs.

    Default filter

    Check Default filter to apply the displayed filter to all Workstations. Whenever the page is opened after logging in, all Workstations will be displayed according to the default filter. If Default filter is not checked, then the All filter is applied at the next log in, and all Workstations display. While using Enterprise Manager, the currently selected view is remembered in the Workstations window, regardless of the Default filter selection.

  4. Do one of the following:

    • Click Clear to remove all information from the fields in the filter window and start a new filter.

    • Click Save to save the displayed information under the name of the current filter.

    • Click Save as to save the displayed filter information under a new name.

    • Click Delete to delete the selected filter(s). Filters are not shared between users, and are available only to the current logged in user.

Related topics 

Create and Edit Employee Filters

Create and Edit Phone Filters

Export a Data Source Group

Import a Data Source Group

View Group Queues