Difference between revisions of "Draft: ATC/Current/AdminGuide/Get Started PureEngage"

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{{Article
 
{{Article
|PageType=Article
 
 
|Standalone=No
 
|Standalone=No
 
|DisplayName=Get started with Altocloud for PureEngage Premises
 
|DisplayName=Get started with Altocloud for PureEngage Premises
|Platform=PureEngage
 
 
|TocName=PureEngage Premises
 
|TocName=PureEngage Premises
 +
|Context=PureEngage premises-based customers should complete these initial tasks in order to use {{MINTYDOCSPRODUCT}}.
 
|ComingSoon=No
 
|ComingSoon=No
|Context=PureEngage premises-based customers should complete these initial tasks in order to use {{MINTYDOCSPRODUCT}}.
+
|Platform=PureEngage
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Overview
 
|sectionHeading=Overview
|Standalone=No
 
|ComingSoon=No
 
 
|alignment=Vertical
 
|alignment=Vertical
 
|structuredtext=#[[#PrepPlat|Prepare your platform]].
 
|structuredtext=#[[#PrepPlat|Prepare your platform]].
 
#[[#permissions|Assign permissions to your users]].
 
#[[#permissions|Assign permissions to your users]].
 
#Learn about {{MINTYDOCSPRODUCT}}'s {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_tracking|display text=tracking capabilities}} and then {{#mintydocs_link:topic=Tracking_snippet|link text=update your webpages with the {{MINTYDOCSPRODUCT}} tracking snippet}}.
 
#Learn about {{MINTYDOCSPRODUCT}}'s {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_tracking|display text=tracking capabilities}} and then {{#mintydocs_link:topic=Tracking_snippet|link text=update your webpages with the {{MINTYDOCSPRODUCT}} tracking snippet}}.
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Web_tracking|display text=Configure Web tracking}}.
+
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Web_tracking|display text=Configure Web tracking}}.{{NoteFormat|Initially, configure only the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=AllowedDomains|display text=allowed domains}}. Then use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events.  After basic tracking works, configure the rest of the web tracking settings.|2}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments|display text=Create segments}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments|display text=Create segments}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes|display text=Create outcomes.}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes|display text=Create outcomes.}}
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#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Build action maps.}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Build action maps.}}
 
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Live_Now|display text=Use LiveNow to see customer activity on your website}}.<br />
 
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Live_Now|display text=Use LiveNow to see customer activity on your website}}.<br />
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Prepare your platform
 
|sectionHeading=Prepare your platform
 
|anchor=PrepPlat
 
|anchor=PrepPlat
|Standalone=No
 
|ComingSoon=No
 
 
|alignment=Vertical
 
|alignment=Vertical
 
|structuredtext=*[https://all.docs.genesys.com/Draft:PEC-Hybrid/Current/Admin/About Provision PureEngage hybrid integrations.]
 
|structuredtext=*[https://all.docs.genesys.com/Draft:PEC-Hybrid/Current/Admin/About Provision PureEngage hybrid integrations.]
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*{{#mintydocs_link:topic=About|manual=WDEPlugin|version=Current|link text=Deploy the Genesys Altocloud Plugin for Workspace Desktop Edition.}}
 
*{{#mintydocs_link:topic=About|manual=WDEPlugin|version=Current|link text=Deploy the Genesys Altocloud Plugin for Workspace Desktop Edition.}}
 
*{{#mintydocs_link:topic=About|manual=PacingServiceDeployment|version=Current|link text=Configure the Agent Pacing Service.}}
 
*{{#mintydocs_link:topic=About|manual=PacingServiceDeployment|version=Current|link text=Configure the Agent Pacing Service.}}
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Assign Altocloud permissions
 
|sectionHeading=Assign Altocloud permissions
 
|anchor=permissions
 
|anchor=permissions
|Standalone=No
 
|ComingSoon=No
 
 
|alignment=Vertical
 
|alignment=Vertical
 
|structuredtext=You manage Altocloud permissions in the PureCloud '''Admin''' menu under '''People & Permissions'''. For information on how to assign these permissions to your users, see [https://help.mypurecloud.com/?p=195191 Altocloud permissions overview.]
 
|structuredtext=You manage Altocloud permissions in the PureCloud '''Admin''' menu under '''People & Permissions'''. For information on how to assign these permissions to your users, see [https://help.mypurecloud.com/?p=195191 Altocloud permissions overview.]
|fullwidth=No
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 +
|PageType=Article
 
}}
 
}}

Revision as of 14:34, February 27, 2020

This is a draft page; it has not yet been published.

PureEngage premises-based customers should complete these initial tasks in order to use .

Overview

  1. Prepare your platform.
  2. Assign permissions to your users.
  3. Learn about 's
    #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    and then
    #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    .
  4. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    .
    Tip
    Initially, configure only the
    #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    . Then use
    #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    to verify that is tracking events. After basic tracking works, configure the rest of the web tracking settings.
  5. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  6. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  7. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  8. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  9. #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
    .

Prepare your platform

  • Provision PureEngage hybrid integrations.
  • #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  • #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).
  • #mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/Current/AdminGuide/Get Started PureEngage).

Assign Altocloud permissions

You manage Altocloud permissions in the PureCloud Admin menu under People & Permissions. For information on how to assign these permissions to your users, see Altocloud permissions overview.