PEC-GPA/Current/Administrator/GPlusMigration90 - Revision history

WikiSysop at 17:47, August 30, 2022

2022-08-30T17:47:57Z

WikiSysop at 19:20, July 28, 2022

2022-07-28T19:20:01Z

Mwest: Published

2020-10-09T12:33:31Z

Published

Mwest: Published

2020-10-08T18:58:56Z

Published

Mwest: Published

2020-10-08T15:27:40Z

Published

Mwest: Published

2020-09-28T12:23:02Z

Published

Mwest: Published

2020-09-17T18:38:25Z

Published

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

2020-07-25T02:32:36Z

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

Mwest: Published

2020-07-16T19:43:47Z

Published

Mwest: Published

2020-07-16T18:54:33Z

Published

@@ Line 6: / Line 6: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=Migration procedure
@@ Line 20: / Line 21: @@
 </ol>
 </li>
-<li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-SomewhereInThisVersion|manual=Administrator|topic=GPlusSSO90|display text=Configuring SSO}}.</li>
+<li>(Optional) Migrate 8.5 [https://docs.genesys.com/Documentation/HTCC/9.0.0/MIG/Welcome#MigConfigOptions configuration option] settings to 9.0.</li>
 <li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps for Salesforce Lightning or {{Link-SomewhereInThisVersion|manual=Administrator|topic=GplusSalesforceClassic|anchor=AddUserClassic|display text=here}} for Salesforce Classic. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 <li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>

@@ Line 11: / Line 11: @@
 |alignment=Vertical
 |structuredtext={{NoteFormat|You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.}}
-{{NoteFormat|Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}}}
+{{NoteFormat|Ensure that Agent Workspace release 9 has been enabled in your environment by confirming that the Agent Workspace 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}}}
 Genesys recommends that you complete steps 1 and 2 in your Salesforce test environment first.
 <ol>

@@ Line 20: / Line 20: @@
 </ol>
 </li>
-<li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Configuring SSO}}.</li>
+<li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-SomewhereInThisVersion|manual=Administrator|topic=GPlusSSO90|display text=Configuring SSO}}.</li>
 <li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps for Salesforce Lightning or {{Link-SomewhereInThisVersion|manual=Administrator|topic=GplusSalesforceClassic|anchor=AddUserClassic|display text=here}} for Salesforce Classic. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 <li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>

@@ Line 11: / Line 11: @@
 |alignment=Vertical
 |structuredtext={{NoteFormat|You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.}}
-{{NoteFormat|Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}.}}
+{{NoteFormat|Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}}}
+Genesys recommends that you complete steps 1 and 2 in your Salesforce test environment first.
 <ol>
-<!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
+<li>Migrate from Gplus Adapter 8.5 to 9.0:
-<nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
+<ol type="a">
-If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
+<li>In a '''Salesforce Lightning''' environment, follow the steps in {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAD|display text= Integrating Gplus Adapter in Salesforce Lightning}} to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
-<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Lightning''' environment, follow the steps in {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAD|display text= Integrating Gplus Adapter in Salesforce Lightning}} to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
+<li>In a '''Salesforce Classic''' environment, follow the Migration steps in {{Link-SomewhereInThisManual|topic=GplusSalesforceClassic|anchor=Migrating|display text= Integrating Gplus Adapter in Salesforce Classic}}.
-<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Classic''' environment, follow the steps in {{Link-SomewhereInThisManual|topic=GplusSalesforceClassic|anchor=InstallGPAClassic|display text= Integrating Gplus Adapter in Salesforce Classic}}.</li>
+</ol>
 <li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Configuring SSO}}.</li>
 <li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps for Salesforce Lightning or {{Link-SomewhereInThisVersion|manual=Administrator|topic=GplusSalesforceClassic|anchor=AddUserClassic|display text=here}} for Salesforce Classic. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 <li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
 <li>If you're ready to migrate to the Salesforce production environment, follow the steps below:
 <ol type="a">
-<li>Repeat step 1 ''or'' step 2 for the production Salesforce Call Center.</li>
+<li>Repeat step 1a ''or'' step 1b for the production Salesforce Call Center.</li>
 <li>Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
+</ol>
 </ol>
 |Status=No
 }}
 }}

@@ Line 22: / Line 22: @@
 <li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Configuring SSO}}.</li>
-<li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
+<li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps for Salesforce Lightning or {{Link-SomewhereInThisVersion|manual=Administrator|topic=GplusSalesforceClassic|anchor=AddUserClassic|display text=here}} for Salesforce Classic. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 <li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
 <li>If you're ready to migrate to the Salesforce production environment, follow the steps below:
 <ol type="a">
-<li>Repeat step 1 for the production Salesforce Call Center.</li>
+<li>Repeat step 1 ''or'' step 2 for the production Salesforce Call Center.</li>
 <li>Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>

@@ Line 24: / Line 24: @@
 <li>Gplus Adapter 9.0 provides two single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, you can choose one of these two options:
 <ul>
-<li>Gplus Adapter configured with <!--{{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=ManageCC|topic=Single_Sign-On|display text=-->SSO and a third-party Identity Provider<!--}}--> (IDP).</li>
+<li>Gplus Adapter configured with {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=SSO and a third-party Identity Provider}} (IDP).</li>
 <li>Gplus Adapter integrated with {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Salesforce SSO as the IDP}}. This option provides an improved experience over the first option.</li>
 </ul>

PEC-GPA/Current/Administrator/GPlusMigration90 - Revision history

WikiSysop at 17:47, August 30, 2022

WikiSysop at 19:20, July 28, 2022

Mwest: Published

Mwest: Published

Mwest: Published

Mwest: Published

Mwest: Published

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

Mwest: Published

Mwest: Published

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