Difference between revisions of "PEC-GPA/Current/Administrator/GPlusMigration90"

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|Context=Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce Lightning.
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|Context=Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
 
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|structuredtext={{NoteFormat|You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.}}
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{{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}}}}
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Genesys recommends that you complete steps 1 and 2 in your Salesforce test environment first.
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* Gplus Adapter 9.0 supports only Salesforce Lightning. Hence, this migration procedure assumes that you're already using Salesforce Lightning.
 
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* You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
 
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}}
 
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{{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}}.}}
 
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Genesys recommends that you complete steps 1 to 3 in your Salesforce Lightning test environment first.
 
 
<ol>
 
<ol>
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<!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
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<li>Migrate from Gplus Adapter 8.5 to 9.0:
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<nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
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<ol type="a">
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If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
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<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>
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<li>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>
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<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}}.
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<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:
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</ol>
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<ul>
 
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<li>Gplus Adapter configured with {{Link-SomewhereInThisVersion|manual=ManageCC|topic=Single_Sign-On|display text=SSO and a third-party Identity Provider}} (IDP).</li>
 
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<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>
 
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</ul>
 
 
</li>
 
</li>
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<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>
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<li>(Optional) Migrate 8.5 [https://docs.genesys.com/Documentation/HTCC/9.0.0/MIG/Welcome#MigConfigOptions configuration option] settings to 9.0.</li>
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<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}}.
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</li>
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<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>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
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<li>If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
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<li>If you're ready to migrate to the Salesforce production environment, follow the steps below:
 
<ol type="a">
 
<ol type="a">
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<li>Repeat step 1 for the production Salesforce Call Center.</li>
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<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>
 
<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>
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</ol>
 
</ol>
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Latest revision as of 17:47, August 30, 2022

This topic is part of the manual Gplus Adapter for Salesforce Administrator's Guide for version Current of Gplus Adapter for Salesforce.

Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.

Migration procedure

Important
You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
Important
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 Genesys Portal

Genesys recommends that you complete steps 1 and 2 in your Salesforce test environment first.

  1. Migrate from Gplus Adapter 8.5 to 9.0:
    1. In a Salesforce Lightning environment, follow the steps in 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.
    2. In a Salesforce Classic environment, follow the Migration steps in Integrating Gplus Adapter in Salesforce Classic.
  2. (Optional) Migrate 8.5 configuration option settings to 9.0.
  3. 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 Configuring SSO.
  4. Add users to the new Salesforce Call Center you just imported and modified. See Adding users to Call Center for more detailed steps for Salesforce Lightning or 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.
  5. Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.
  6. If you're ready to migrate to the Salesforce production environment, follow the steps below:
    1. Repeat step 1a or step 1b for the production Salesforce Call Center.
    2. Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
Retrieved from "https://all.docs.genesys.com/PEC-GPA/Current/Administrator/GPlusMigration90 (2024-05-05 17:08:13)"
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