ATC/Current/WDEPlugin/Configure GenAdmin - Revision history

Ed.jamer@genesys.com: Text replacement - "Genesys Engage" to "Genesys Multicloud CX"

2021-11-09T21:11:59Z

Text replacement - "Genesys Engage" to "Genesys Multicloud CX"

Ed.jamer@genesys.com: Text replacement - "Altocloud([. ])" to "Predictive Engagement$1"

2020-11-17T15:02:48Z

Text replacement - "Altocloud([. ])" to "Predictive Engagement$1"

Ed.jamer@genesys.com: Text replacement - "Altocloud_" to "Predictive_Engagement_"

2020-11-17T14:58:04Z

Text replacement - "Altocloud_" to "Predictive_Engagement_"

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:30:25Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "PureEngage" to "Genesys Engage"

2020-07-15T12:04:09Z

Text replacement - "PureEngage" to "Genesys Engage"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:44:01Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

DannaShirley: Published

2019-05-14T12:28:35Z

Published

DannaShirley: Published

2019-05-07T21:57:14Z

Published

DannaShirley: Published

2019-01-30T17:46:44Z

Published

DannaShirley: Published

2018-12-05T14:39:55Z

Published

@@ Line 15: / Line 15: @@
 {{AnchorDiv|create_template_ga}}
 ==1. Create the {{MINTYDOCSPRODUCT}} Plugin application template==
-The {{MINTYDOCSPRODUCT}} Plugin application template allows you to associate Genesys Engage users to the new roles and permissions that are specific to the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
+The {{MINTYDOCSPRODUCT}} Plugin application template allows you to associate Genesys Multicloud CX users to the new roles and permissions that are specific to the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
 In Genesys Administrator, import the {{MINTYDOCSPRODUCT}} Plugin application template from the {{MINTYDOCSPRODUCT}} Installation Package. The {{MINTYDOCSPRODUCT}} Installation Package provides the following:
@@ Line 86: / Line 86: @@
 |-
 | altocloud.client-id
-| Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Engage}}.
+| Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Multicloud CX}}.
 | This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server.
 |-
 | altocloud.client-secret
-| Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Engage}}.
+| Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Multicloud CX}}.
 | This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server

@@ Line 78: / Line 78: @@
 ===Deprecated Options===
-These options will be displayed after importing the Altocloud templates. They are only required for 9.0.001.01 version of the plugin, and are maintained for backwards compatibility purposes.
+These options will be displayed after importing the Predictive Engagement templates. They are only required for 9.0.001.01 version of the plugin, and are maintained for backwards compatibility purposes.
 {| class="genesystable"| width="100%”
 ! width= "20%"|Option

@@ Line 18: / Line 18: @@
 In Genesys Administrator, import the {{MINTYDOCSPRODUCT}} Plugin application template from the {{MINTYDOCSPRODUCT}} Installation Package. The {{MINTYDOCSPRODUCT}} Installation Package provides the following:
-* Altocloud_plugin_Workspace_Desktop_Edition_900.apd. This is the application template file.
+* Predictive_Engagement_plugin_Workspace_Desktop_Edition_900.apd. This is the application template file.
-* Altocloud_plugin_Workspace_Desktop_Edition_900.xml. This is the metadata file.
+* Predictive_Engagement_plugin_Workspace_Desktop_Edition_900.xml. This is the metadata file.
 For more information, see ''Importing Application Templates'' and ''Importing Application Metadata'' in [https://docs.genesys.com/Documentation/GA/8.5.2/user/CfgAppPrototype Application Templates].

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
 |DisplayName=Configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |TocName=Configure the plugin
 |Context=Configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.

@@ Line 15: / Line 15: @@
 {{AnchorDiv|create_template_ga}}
 ==1. Create the {{MINTYDOCSPRODUCT}} Plugin application template==
-The {{MINTYDOCSPRODUCT}} Plugin application template allows you to associate PureEngage users to the new roles and permissions that are specific to the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
+The {{MINTYDOCSPRODUCT}} Plugin application template allows you to associate Genesys Engage users to the new roles and permissions that are specific to the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
 In Genesys Administrator, import the {{MINTYDOCSPRODUCT}} Plugin application template from the {{MINTYDOCSPRODUCT}} Installation Package. The {{MINTYDOCSPRODUCT}} Installation Package provides the following:
@@ Line 86: / Line 86: @@
 |-
 | altocloud.client-id
-| Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
+| Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Engage}}.
 | This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server.
 |-
 | altocloud.client-secret
-| Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
+| Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for Genesys Engage}}.
 | This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server

@@ Line 28: / Line 28: @@
 To configure Workspace Desktop Edition to work with {{MINTYDOCSPRODUCT}}, set the {{MINTYDOCSPRODUCT}} options within the Workspace Desktop Edition application options. The quickest way to do this is to export the {{MINTYDOCSPRODUCT}} option and then import them into the Workspace Desktop Edition options.
 ===Export application options===
@@ Line 53: / Line 51: @@
 {{AnchorDiv|ConfigOptionsDefined}}
 ===Configuration options===
 {| class="genesystable"| width="100%”
 ! width= "20%"|Option
@@ Line 61: / Line 87: @@
 | altocloud.client-id
 | Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
-| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server. (CMC configuration only)
+| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server.
 |-
 | altocloud.client-secret
 | Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
-| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server. (CMC configuration only)
+| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server
 |-
@@ Line 72: / Line 98: @@
 | The region of the {{MINTYDOCSPRODUCT}} Organization
 | |
 * United States: use2
 * Europe (Dublin): euw1
 * Asia Pacific (Sydney): apse2
-|-
 |-
 | altocloud.organization-id
 | This is a unique ID assigned by Genesys.
-| If you do not know your organization ID, contact [mailto:customercare@genesys.com customercare@genesys.com]. (CMC configuration only)
+| If you do not know your organization ID, contact [mailto:customercare@genesys.com customercare@genesys.com]
 |-
 | altocloud.target-cmc
-| Specifies that your {{MINTYDOCSPRODUCT}} organization is based in the CMC platform when set to true
+| Specifies that the {{MINTYDOCSPRODUCT}} organization should use the legacy process for authentication
-| {{MINTYDOCSPRODUCT}} plugin is compatible with the PureCloud platform and the CMC platform. If you do not know which platform your {{MINTYDOCSPRODUCT}} organization is in, contact [mailto:customercare@genesys.com customercare@genesys.com].
+| If you do not know which platform your {{MINTYDOCSPRODUCT}} organization is in, contact [mailto:customercare@genesys.com customercare@genesys.com].
 |}

@@ Line 1: / Line 1: @@
 {{ArticleUnstructured
-|DisplayName=Configure the Altocloud Plugin for Workspace Desktop Edition
+|DisplayName=Configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition
 |Platform=PureEngage
 |TocName=Configure the plugin
-|Context=Configure the Altocloud plugin for Workspace Desktop Edition.
+|Context=Configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
 }}
-=Configure the Altocloud Plugin for Workspace Desktop Edition=
+=Configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition=
-{{NoteFormat|'''Prerequisite''': To configure the Altocloud Plugin for Workspace Desktop Edition, you need the Altocloud Plugin Installation Package. The installation package contains the application template files that Genesys Administrator uses to create the configuration.}}
+{{NoteFormat|'''Prerequisite''': To configure the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition, you need the {{MINTYDOCSPRODUCT}} Plugin Installation Package. The installation package contains the application template files that Genesys Administrator uses to create the configuration.}}
-To configure the Altocloud Plugin with Genesys Administrator:
+To configure the {{MINTYDOCSPRODUCT}} Plugin with Genesys Administrator:
-# [[#create_template_ga|Create the Altocloud Plugin application template]]
+# [[#create_template_ga|Create the {{MINTYDOCSPRODUCT}} Plugin application template]]
-# [[#config_options_ga|Set Altocloud configuration options]]
+# [[#config_options_ga|Set {{MINTYDOCSPRODUCT}} configuration options]]
-# [[#role_priv_ga|Set Altocloud role privileges for Interaction Workspace users]]
+# [[#role_priv_ga|Set {{MINTYDOCSPRODUCT}} role privileges for Interaction Workspace users]]
 {{AnchorDiv|create_template_ga}}
-==1. Create the Altocloud Plugin application template==
+==1. Create the {{MINTYDOCSPRODUCT}} Plugin application template==
-The Altocloud Plugin application template allows you to associate PureEngage users to the new roles and permissions that are specific to the Altocloud Plugin for Workspace Desktop Edition.
+The {{MINTYDOCSPRODUCT}} Plugin application template allows you to associate PureEngage users to the new roles and permissions that are specific to the {{MINTYDOCSPRODUCT}} Plugin for Workspace Desktop Edition.
-In Genesys Administrator, import the Altocloud Plugin application template from the Altocloud Installation Package. The Altocloud Installation Package provides the following:
+In Genesys Administrator, import the {{MINTYDOCSPRODUCT}} Plugin application template from the {{MINTYDOCSPRODUCT}} Installation Package. The {{MINTYDOCSPRODUCT}} Installation Package provides the following:
 * Altocloud_plugin_Workspace_Desktop_Edition_900.apd. This is the application template file.
 * Altocloud_plugin_Workspace_Desktop_Edition_900.xml. This is the metadata file.
@@ Line 24: / Line 24: @@
 {{AnchorDiv|config_options_ga}}
-==2. Set Altocloud configuration options for Workspace Desktop Edition==
+==2. Set {{MINTYDOCSPRODUCT}} configuration options for Workspace Desktop Edition==
-When you imported the application template, application options were also imported. Each application option has a default value that you need to set for your organization. These options allow the Altocloud Plugin to authenticate with Altocloud servers to display customer journey data in Workspace Desktop Edition.
+When you imported the application template, application options were also imported. Each application option has a default value that you need to set for your organization. These options allow the {{MINTYDOCSPRODUCT}} Plugin to authenticate with {{MINTYDOCSPRODUCT}} servers to display customer journey data in Workspace Desktop Edition.
-To configure Workspace Desktop Edition to work with Altocloud, set the Altocloud options within the Workspace Desktop Edition application options. The quickest way to do this is to export the Altocloud option and then import them into the Workspace Desktop Edition options.
+To configure Workspace Desktop Edition to work with {{MINTYDOCSPRODUCT}}, set the {{MINTYDOCSPRODUCT}} options within the Workspace Desktop Edition application options. The quickest way to do this is to export the {{MINTYDOCSPRODUCT}} option and then import them into the Workspace Desktop Edition options.
-{{NoteFormat|'''Prerequisite''': Before you set the following options, create an OAuth application in Altocloud that grants PureEngage access to Altocloud data. For information on how to create an OAuth application, see {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=Create an OAuth client}}.|1}}
+{{NoteFormat|'''Prerequisite''': Before you set the following options, create an OAuth application in {{MINTYDOCSPRODUCT}} that grants PureEngage access to {{MINTYDOCSPRODUCT}} data. For information on how to create an OAuth application, see {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=Create an OAuth client}}.|1}}
 ===Export application options===
-# In the Altocloud application template, click the '''Options''' tab.
+# In the {{MINTYDOCSPRODUCT}} application template, click the '''Options''' tab.
 #: [[File:Options.png|large|]]
 # Click '''Export'''.
@@ Line 38: / Line 38: @@
 #: [[File:Export options.png|large]]
-===Import the Altocloud options into Workspace Desktop Edition===
+===Import the {{MINTYDOCSPRODUCT}} options into Workspace Desktop Edition===
 # Open Environment -> Applications. Open Workspace Desktop Edition.
 # Click the '''Options''' tab.
 # Click '''Choose File'''.
 #: [[File:Choose file options.png|large]]
-# At the prompt, click '''Yes''' to overwrite pre-existing Altocloud options.
+# At the prompt, click '''Yes''' to overwrite pre-existing {{MINTYDOCSPRODUCT}} options.
 #: [[File:Import prompt.png|large]]
 # In the Configuration Options Import dialog box, click '''Add'''.
 #: [[File:Uploader.png|large]]
-# Select the file that was created when you exported the Altocloud options.
+# Select the file that was created when you exported the {{MINTYDOCSPRODUCT}} options.
-# Type "altocloud" into the options name filter to display the newly added Altocloud options.
+# Type "altocloud" into the options name filter to display the newly added {{MINTYDOCSPRODUCT}} options.
-# Configure the imported Altocloud options with your organization credentials. For information on each option, see [[#ConfigOptionsDefined|Configuration options]].
+# Configure the imported {{MINTYDOCSPRODUCT}} options with your organization credentials. For information on each option, see [[#ConfigOptionsDefined|Configuration options]].
 {{AnchorDiv|ConfigOptionsDefined}}
@@ Line 61: / Line 61: @@
 | altocloud.client-id
 | Use the Client ID value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
-| This allows the client to be authenticated to the Altocloud server.
+| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server.
 |-
 | altocloud.client-secret
 | Use the Client Secret value of the OAuth application {{#mintydocs_link:manual=AdminGuide|topic=OAuth_Client_settings|link text=that you created for PureEngage}}.
-| This allows the client to be authenticated to the Altocloud server.
+| This allows the client to be authenticated to the {{MINTYDOCSPRODUCT}} server.
 |-
 | altocloud.region
-| The region of the Altocloud Organization
+| The region of the {{MINTYDOCSPRODUCT}} Organization
 | |
 * United States: use2
@@ Line 77: / Line 77: @@
 |-
 | altocloud.gadget-uri
-| This is where the Altocloud gadgets are hosted. This has a default value within the options template that will work for any configuration
+| This is where the {{MINTYDOCSPRODUCT}} gadgets are hosted. This has a default value within the options template that will work for any configuration
+|
@@ Line 88: / Line 88: @@
 | altocloud.proxy-address
 | Set this option accordingly if you require the use of proxy server to access Internet resources.
-| This is optional setting for organizations who need a proxy to access the Altocloud functionality.
+| This is optional setting for organizations who need a proxy to access the {{MINTYDOCSPRODUCT}} functionality.
 |-
 | altocloud.proxy-username
 | User name used to access the proxy (if applicable)
-| This is optional setting for organizations who need a proxy to access the Altocloud functionality.
+| This is optional setting for organizations who need a proxy to access the {{MINTYDOCSPRODUCT}} functionality.
 |-
 | altocloud.proxy-password
 | Password of the proxy, if applicable
-| This is optional setting for organizations who need a proxy to access the Altocloud functionality.
+| This is optional setting for organizations who need a proxy to access the {{MINTYDOCSPRODUCT}} functionality.
 |}
 {{AnchorDiv|role_priv_ga}}
-==3. Set Altocloud role privileges for Workspace Desktop Edition users==
+==3. Set {{MINTYDOCSPRODUCT}} role privileges for Workspace Desktop Edition users==
-Altocloud role privileges allow agents to use the Altocloud Plugin based on their assigned roles within Genesys Administrator. After you create the application template, you see the Altocloud role privileges when you configure a role in Genesys Administrator. They appear under the "''Workspace''" product.
+{{MINTYDOCSPRODUCT}} role privileges allow agents to use the {{MINTYDOCSPRODUCT}} Plugin based on their assigned roles within Genesys Administrator. After you create the application template, you see the {{MINTYDOCSPRODUCT}} role privileges when you configure a role in Genesys Administrator. They appear under the "''Workspace''" product.
 [[File:ATCRoles.png|large|]]
@@ Line 109: / Line 109: @@
 To configure your Workspace Desktop Edition with roles and privileges for agents, see [https://docs.genesys.com/Documentation/IW/latest/Dep/SettingUpAgentsOnTheSystem  Creating a Role and allowing a Workspace privilege and assigning a Role to an agent or agent group].
-After you successfully create the Altocloud application template, Altocloud role privileges appear under "'''Altocloud Plug-in Case Gadgets Privileges'''". To see the description of a role, click the arrow to the left of its row.
+After you successfully create the {{MINTYDOCSPRODUCT}} application template, {{MINTYDOCSPRODUCT}} role privileges appear under "'''{{MINTYDOCSPRODUCT}} Plug-in Case Gadgets Privileges'''". To see the description of a role, click the arrow to the left of its row.

ATC/Current/WDEPlugin/Configure GenAdmin - Revision history

Ed.jamer@genesys.com: Text replacement - "Genesys Engage" to "Genesys Multicloud CX"

Ed.jamer@genesys.com: Text replacement - "Altocloud([. ])" to "Predictive Engagement$1"

Ed.jamer@genesys.com: Text replacement - "Altocloud_" to "Predictive_Engagement_"

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "PureEngage" to "Genesys Engage"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

DannaShirley: Published

DannaShirley: Published

DannaShirley: Published

DannaShirley: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"