m (1 révision importée)
m (1 révision importée)
Ligne 1 : Ligne 1 :
−
=Preferences=
+
=Profile Menu=
 
__TOC__
 
__TOC__
−
Genesys Administrator Extension enables you to customize the interface to suit your personal preferences. These preferences take effect each time that you, or anyone using your login credentials, logs in to Genesys Administrator Extension from any browser.
 
  
−
To open the Preferences menu, click on your User name in the Header Bar. If configured, the menu displays the last time that this user account was logged into Genesys Administrator Extension.
+
The Profile menu enables you to:
 +
* View general information about GAX.
 +
* Set or change your personal settings (preferences) when using GAX. These preferences take effect each time that you, or anyone using your login credentials, logs in to Genesys Administrator Extension from any browser.
 +
* Launch Genesys Administrator.
 +
* Log out of GAX.
 +
 +
To open the menu, click on the username in the Header Bar. If configured, the menu also displays the last time that this user account was logged into Genesys Administrator Extension.
  
 
{{NoteFormat|To use the last login time feature, you must ensure:
 
{{NoteFormat|To use the last login time feature, you must ensure:
Ligne 11 : Ligne 16 :
 
**<tt>last-login-synchronization &#61; true</tt>}}  
 
**<tt>last-login-synchronization &#61; true</tt>}}  
  
−
The '''Preferences''' menu contains the following options:
+
The Profile menu contains the following options:
 +
<ul>
 +
<li>'''About'''&mdash;Click this option to view information about your installation, including the version of GAX that you are using. If your user account has the '''Read Deployable and Undeployable IPs and SPDs''' privilege, you can also view information about the Configuration Server to which you are connected.
 +
{{NoteFormat|To see the versions of plugins that are installed, see [[Plugins#viewPI|Viewing Installed Plug-ins]].|2}}</li>
 +
<li>'''Change Password'''&mdash;Change your password. You must have the '''Modify User Password''' privilege to change your password.</li>
 +
<li>'''[[Preferences#userPref|User Preferences]]'''</li>
 +
<li>'''[[Preferences#sysPref|System Preferences]]'''</li>
 +
<li>'''Set Current Page As Home'''&mdash;Set the currently displayed page as the home page for your User account. Once set, this page is displayed each time you log in.</li>
 +
<li>'''Genesys Administrator'''&mdash;Launch Genesys Administrator. This link is displayed if you are configured to log in to Genesys Administrator, when you log in to Genesys Administrator Extension.</li>
 +
<li>'''Log Out'''&mdash;Log out of Genesys Administrator Extension.</li>
 +
</ul>
  
−
*'''Log Out'''&mdash;Log out of Genesys Administrator Extension.
+
{{NoteFormat|Settings in the '''User Preferences''' section take precedence over settings in the '''System Preferences''' section. For example, if the '''System Preferences''' language setting is <tt>English (US)</tt> and the '''User Preferences''' language setting is different, Genesys Administrator Extension will use the '''User Preferences''' language setting.}}
−
*[[Preferences#User_Preferences|User Preferences]]
 
−
*[[Preferences#System_Preferences|System Preferences]]
 
−
*'''Set Current Page As Home'''&mdash;Set the currently displayed page as the home page for your User account. Once set, this page is displayed each time you log in.
 
−
*[[Preferences#Change_Password|Change Password]]
 
−
*About&mdash;Click this option to view information about your installation. If your user account has the '''Read Deployable and Undeployable IPs and SPDs''' privilege, you can also view information about the Configuration Server to which you are connected.
 
−
*[[Preferences#Genesys_Administrator|Genesys Administrator]]
 
−
 
 
−
{{NoteFormat|Settings in the '''User Preferences''' menu take precedence over settings in the '''System Preferences''' menu. For example, if the '''System Preferences''' language setting is <tt>English (US)</tt> and the '''User Preferences''' language setting is different, Genesys Administrator Extension will use the '''User Preferences''' language setting.}}
 
  
 +
{{AnchorDiv|userPref}}
 
==User Preferences==
 
==User Preferences==
−
 
 
===Advanced===
 
===Advanced===
−
In the '''Advanced''' window, you can specify the logging level for Genesys Administrator Extension JavaScript logging. You need to set this only if instructed to do so by support personnel. Use the drop-down list to set the level to one of the following:
+
In the '''Advanced''' category, you can specify the logging level for Genesys Administrator Extension JavaScript logging. You need to set this only if instructed to do so by support personnel. Use the drop-down list to set the level to one of the following:
  
−
*'''Use system settings'''&mdash;Use the same setting specified in the [[Preferences#System_Preferences|System Preferences]] menu.
 
 
*'''Debug'''&mdash;All (error, warning, info, and debug) logs are generated.
 
*'''Debug'''&mdash;All (error, warning, info, and debug) logs are generated.
−
*'''Info'''&mdash;Error, warning, and info logs are generated.
+
* '''Info'''&mdash;Error, warning, and info logs are generated. This is the default level.
 
*'''Warning'''&mdash;Only error and warning logs are generated.
 
*'''Warning'''&mdash;Only error and warning logs are generated.
 
*'''Error'''&mdash;Only error logs are generated.
 
*'''Error'''&mdash;Only error logs are generated.
 
*'''Off'''&mdash;Logging is disabled.
 
*'''Off'''&mdash;Logging is disabled.
 +
These logs are viewed in the browser console.
  
−
{{NoteFormat|These logs can be viewed in the browser console, and should not be confused with Tomcat logs.}}
+
{{NoteFormat|Do not confuse these logs with Tomcat logs or with logs that are generated by components and stored in the [[CentLog|Centralized Log Database]].}}
  
 
===Configuration Manager===
 
===Configuration Manager===
−
In the '''Configuration Manager''' window, you can set the following display preferences for Configuration Manager:
+
In the '''Configuration Manager''' category, you can set the following display preferences for Configuration Manager:
  
 
*'''Show DBID'''&mdash;Shows the database ID when viewing details about a configuration object.
 
*'''Show DBID'''&mdash;Shows the database ID when viewing details about a configuration object.
Ligne 45 : Ligne 52 :
  
 
===Locale===
 
===Locale===
−
In the '''Locale''' window, you can set the following preferences by selecting the appropriate radio button:
+
In the '''Locale''' category, you can set the following preferences by selecting the appropriate radio button:
  
 
{|
 
{|
Ligne 51 : Ligne 58 :
 
  ! Preference (field name)  
 
  ! Preference (field name)  
 
  ! Description   
 
  ! Description   
−
  |-
+
  |-  
 
  | Language
 
  | Language
−
  | The language to use in the GAX user interface. The default is '''Use system settings'''. You can add more language options by [[Documentation:GA:Dep:GAXPlugins:8.5.0|installing language pack plug-ins]].
+
  | The language to use in the GAX user interface. The default is '''Use system settings'''. You can add more language options by [https://docs.genesys.com/Documentation:GA:Dep:GAXPlugins installing language pack plug-ins].
−
 
 
 
{{NoteFormat|A browser refresh is required for the changes to take effect.}}
 
{{NoteFormat|A browser refresh is required for the changes to take effect.}}
 
  |-
 
  |-
 
  | Date Format
 
  | Date Format
−
  | The format in which dates are to be displayed in Genesys Administrator Extension. The default is '''Use system settings'''.
+
  | The format in which dates are displayed in GAX. The default is '''Use system settings'''.
 
  |-  
 
  |-  
 
  | Start of Week
 
  | Start of Week
Ligne 64 : Ligne 70 :
 
  |-  
 
  |-  
 
  | Number Format
 
  | Number Format
−
  | The format in which numbers are to be displayed. The default is '''Use system settings'''.
+
  | The format in which numbers are displayed in GAX. The default is '''Use system settings'''.
 
  |-  
 
  |-  
 
  | Time Zone
 
  | Time Zone
Ligne 70 : Ligne 76 :
 
  |-
 
  |-
 
|}
 
|}
 +
 +
{{AnchorDiv|sysPref}}
  
 
==System Preferences==
 
==System Preferences==
−
 
 
===Throttling===
 
===Throttling===
 
Genesys Administrator Extension enables you to throttle how many simultaneous requests are sent to Configuration Server, to minimize the risk of the server being overloaded. You can optimize these settings to help ensure consistent performance across your Genesys environment.
 
Genesys Administrator Extension enables you to throttle how many simultaneous requests are sent to Configuration Server, to minimize the risk of the server being overloaded. You can optimize these settings to help ensure consistent performance across your Genesys environment.
Ligne 78 : Ligne 85 :
 
'''Bulk Update Batch Size''' specifies the maximum number of configuration updates that can be sent to Configuration Server simultaneously. The default value is <tt>300</tt>. A value of <tt>0</tt> indicates that there will be no throttling of changes for configuration objects (all requested operations will be sent to Configuration Server without delay). Valid values are <tt>0</tt> or any positive integer.
 
'''Bulk Update Batch Size''' specifies the maximum number of configuration updates that can be sent to Configuration Server simultaneously. The default value is <tt>300</tt>. A value of <tt>0</tt> indicates that there will be no throttling of changes for configuration objects (all requested operations will be sent to Configuration Server without delay). Valid values are <tt>0</tt> or any positive integer.
  
−
{{NoteFormat|The maximum '''Bulk Update Batch Size''' for users who are entering from Genesys Administrator is <tt>300</tt>.}}
+
{{NoteFormat|The maximum '''Bulk Update Batch Size''' for users who are entering data from Genesys Administrator is <tt>300</tt>.}}
  
 
'''Bulk Update Batch Timeout''' specifies how long (in seconds) Genesys Administrator Extension should wait after sending one batch before sending the next batch. The default value is <tt>1</tt>. A value of <tt>0</tt> indicates that there will be no delay between bulk-update operations. Valid values are <tt>0</tt> to <tt>300</tt>.
 
'''Bulk Update Batch Timeout''' specifies how long (in seconds) Genesys Administrator Extension should wait after sending one batch before sending the next batch. The default value is <tt>1</tt>. A value of <tt>0</tt> indicates that there will be no delay between bulk-update operations. Valid values are <tt>0</tt> to <tt>300</tt>.
 +
 +
{{AnchorDiv|agentMgmt}}
  
 
===Agent Management===
 
===Agent Management===
−
In the '''Agent Management''' menu, you can choose whether the [[Agents|Agents]] window is displayed using the '''Cloud''' layout or '''Premise''' layout. For more information on the differences between these layouts, see [[Agents|Agents]].
+
In the '''Agent Management''' category, you can choose to not display the [[Agents|Agents]] option in the GAX menu bar (by default, '''Hidden''' is selected and the option is not shown), or to display the menu option and manage agents in the '''Cloud''' layout or '''Premise''' layout. For more information on the differences between these layouts, see [[Agents|Agents]].
  
 
You can also set the following options for the '''Add Agents''' window:
 
You can also set the following options for the '''Add Agents''' window:
−
*'''Enforce User Name as E-mail Address'''&mdash;If checked, GAX ensures information entered in the '''User Name''' field is in the form of an e-mail address.
+
<ul>
−
*'''Hide External ID'''&mdash;If checked, GAX hides the '''External ID''' field when in the '''Add Agent''' window.
+
<li> '''Enforce User Name as E-mail Address'''&mdash;If checked, GAX ensures information entered in the '''User Name''' field is in the form of an e-mail address.</li>
−
*<div id="defAcG"></div>'''Default Access Group'''&mdash;(Optional) The [[CfgAccessGroup|Access Group]] to which Agents are added when they are created in the [[Agents|Agents]] window. By default, this value is blank and Agents are not added to any Access Group.
+
<li> '''Hide Employee ID'''&mdash;If checked, GAX hides the '''Employee ID''' field when in the '''Add Agent''' and '''Edit Agent''' windows.</li>
 +
<li> '''Hide External ID'''&mdash;If checked, GAX hides the '''External ID''' field in the '''Add Agent''' and '''Edit Agent''' windows.</li>
 +
<li> {{AnchorDiv|defAcG}}'''Default Access Group'''&mdash;(Optional) The [[CfgAccessGroup|Access Group]] to which Agents are added when they are created in the [[Agents|Agents]] window. By default, this value is blank and Agents are not added to any Access Group.
 
{{NoteFormat|
 
{{NoteFormat|
 
* If you enter the name of an Access Group that does not exist, GAX cannot assign Agents to the group. You must create the Access Group first.
 
* If you enter the name of an Access Group that does not exist, GAX cannot assign Agents to the group. You must create the Access Group first.
−
* Any value for this option does not apply when uploading Agents in bulk, since the Access Group is specified for each agent in the [[CSVFile|upload file]].}}
+
* Any value for this option does not apply when uploading Agents in bulk, since the Access Group is specified for each agent in the [[CSVFile|upload file]].}}</li>
 +
<li> '''New Virtual Agent Group's Name Suffix'''&mdash;(Optional) The suffix of the name of any new Virtual Agent Group that is to be created. By default, the suffix is <tt>_VG</tt>.</li>
 +
</ul>
  
 
===Locale===
 
===Locale===
−
In the '''Locale''' menu, you can set the following preferences by selecting the appropriate radio button:
+
In the '''Locale''' category, you can set the following preferences by selecting the appropriate radio button:
  
 
{|
 
{|
Ligne 102 : Ligne 115 :
 
  |-   
 
  |-   
 
  | Language
 
  | Language
−
  | The language to use in the GAX user interface. The default is '''English (US)'''. You can add more language options by [[Documentation:GA:Dep:GAXPlugins:8.5.0|installing language pack plug-ins]].
+
  | The language to use in the GAX user interface. The default is '''English (US)'''. You can add more language options by [https://docs.genesys.com/Documentation:GA:Dep:GAXPlugins installing language pack plug-ins].
 
{{NoteFormat|A browser refresh is required for the changes to take effect.}}
 
{{NoteFormat|A browser refresh is required for the changes to take effect.}}
 
  |-
 
  |-
 
  | Date Format
 
  | Date Format
−
  | The format in which dates are to be displayed in Genesys Administrator Extension.
+
  | The format in which dates are displayed in GAX.
 
  |-  
 
  |-  
 
  | Start of Week
 
  | Start of Week
Ligne 112 : Ligne 125 :
 
  |-  
 
  |-  
 
  | Number Format
 
  | Number Format
−
  | The format in which numbers are to be displayed.  
+
  | The format in which numbers are displayed in GAX.  
 
  |-  
 
  |-  
 
  | Time Zone
 
  | Time Zone
Ligne 118 : Ligne 131 :
 
  |-
 
  |-
 
|}
 
|}
−
 
−
==Change Password==
 
−
You can change your password in the '''Change Password''' menu. You must have the '''Modify User Password''' privilege to change your password.
 
−
 
−
==Genesys Administrator==
 
−
Click this link to launch the Genesys Administrator application. This link is displayed if you are configured to log in to Genesys Administrator, when you log in to Genesys Administrator Extension.
 
  
 
[[category:Genesys Administrator Extension]]
 
[[category:Genesys Administrator Extension]]
 
[[category:Genesys Administrator Extension User Guide]]
 
[[category:Genesys Administrator Extension User Guide]]
 
[[Category:V:GA:DRAFT]]
 
[[Category:V:GA:DRAFT]]

Version du avril 14, 2017 à 21:09

Profile Menu

The Profile menu enables you to:

  • View general information about GAX.
  • Set or change your personal settings (preferences) when using GAX. These preferences take effect each time that you, or anyone using your login credentials, logs in to Genesys Administrator Extension from any browser.
  • Launch Genesys Administrator.
  • Log out of GAX.

To open the menu, click on the username in the Header Bar. If configured, the menu also displays the last time that this user account was logged into Genesys Administrator Extension.

Important
To use the last login time feature, you must ensure:
  • The date and time of the local computer and the Management Framework computer are synchronized for the last login time to be accurate.
  • The following lines are included in the Configuration Server confserv.cfg file (located in the installation directory of the machine that hosts Configuration Server):
    • last-login = true
    • last-login-synchronization = true

The Profile menu contains the following options:

  • About—Click this option to view information about your installation, including the version of GAX that you are using. If your user account has the Read Deployable and Undeployable IPs and SPDs privilege, you can also view information about the Configuration Server to which you are connected.
    Conseil
    To see the versions of plugins that are installed, see Viewing Installed Plug-ins.
  • Change Password—Change your password. You must have the Modify User Password privilege to change your password.
  • User Preferences
  • System Preferences
  • Set Current Page As Home—Set the currently displayed page as the home page for your User account. Once set, this page is displayed each time you log in.
  • Genesys Administrator—Launch Genesys Administrator. This link is displayed if you are configured to log in to Genesys Administrator, when you log in to Genesys Administrator Extension.
  • Log Out—Log out of Genesys Administrator Extension.
Important
Settings in the User Preferences section take precedence over settings in the System Preferences section. For example, if the System Preferences language setting is English (US) and the User Preferences language setting is different, Genesys Administrator Extension will use the User Preferences language setting.

User Preferences

Advanced

In the Advanced category, you can specify the logging level for Genesys Administrator Extension JavaScript logging. You need to set this only if instructed to do so by support personnel. Use the drop-down list to set the level to one of the following:

  • Debug—All (error, warning, info, and debug) logs are generated.
  • Info—Error, warning, and info logs are generated. This is the default level.
  • Warning—Only error and warning logs are generated.
  • Error—Only error logs are generated.
  • Off—Logging is disabled.

These logs are viewed in the browser console.

Important
Do not confuse these logs with Tomcat logs or with logs that are generated by components and stored in the Centralized Log Database.

Configuration Manager

In the Configuration Manager category, you can set the following display preferences for Configuration Manager:

  • Show DBID—Shows the database ID when viewing details about a configuration object.
  • Show Recent—On the Configuration Manager homepage, shows a list of recently accessed configuration objects. This list displays the configuration object type and name (for example, DNs, 80708), the Tenant to which the object belongs, and the last accessed date. Hover the mouse cursor over the item to see additional information, such as the specific date and time the object was accessed and its path. You can click on the item to access the object.
  • Maximum number of recent items to display—Specifies how many items to display in the Show Recent list.

Locale

In the Locale category, you can set the following preferences by selecting the appropriate radio button:

Preference (field name) Description
Language The language to use in the GAX user interface. The default is Use system settings. You can add more language options by installing language pack plug-ins.
Important
A browser refresh is required for the changes to take effect.
Date Format The format in which dates are displayed in GAX. The default is Use system settings.
Start of Week The day on which you consider the week to start. The default is Use system settings.
Number Format The format in which numbers are displayed in GAX. The default is Use system settings.
Time Zone The time zone in which times are displayed in GAX. The default is Use system settings.

System Preferences

Throttling

Genesys Administrator Extension enables you to throttle how many simultaneous requests are sent to Configuration Server, to minimize the risk of the server being overloaded. You can optimize these settings to help ensure consistent performance across your Genesys environment.

Bulk Update Batch Size specifies the maximum number of configuration updates that can be sent to Configuration Server simultaneously. The default value is 300. A value of 0 indicates that there will be no throttling of changes for configuration objects (all requested operations will be sent to Configuration Server without delay). Valid values are 0 or any positive integer.

Important
The maximum Bulk Update Batch Size for users who are entering data from Genesys Administrator is 300.

Bulk Update Batch Timeout specifies how long (in seconds) Genesys Administrator Extension should wait after sending one batch before sending the next batch. The default value is 1. A value of 0 indicates that there will be no delay between bulk-update operations. Valid values are 0 to 300.

Agent Management

In the Agent Management category, you can choose to not display the Agents option in the GAX menu bar (by default, Hidden is selected and the option is not shown), or to display the menu option and manage agents in the Cloud layout or Premise layout. For more information on the differences between these layouts, see Agents.

You can also set the following options for the Add Agents window:

  • Enforce User Name as E-mail Address—If checked, GAX ensures information entered in the User Name field is in the form of an e-mail address.
  • Hide Employee ID—If checked, GAX hides the Employee ID field when in the Add Agent and Edit Agent windows.
  • Hide External ID—If checked, GAX hides the External ID field in the Add Agent and Edit Agent windows.
  • Default Access Group—(Optional) The Access Group to which Agents are added when they are created in the Agents window. By default, this value is blank and Agents are not added to any Access Group.
    Important
    • If you enter the name of an Access Group that does not exist, GAX cannot assign Agents to the group. You must create the Access Group first.
    • Any value for this option does not apply when uploading Agents in bulk, since the Access Group is specified for each agent in the upload file.
  • New Virtual Agent Group's Name Suffix—(Optional) The suffix of the name of any new Virtual Agent Group that is to be created. By default, the suffix is _VG.

    • Locale

    In the Locale category, you can set the following preferences by selecting the appropriate radio button:

    Preference (field name) Description
    Language The language to use in the GAX user interface. The default is English (US). You can add more language options by installing language pack plug-ins.
    Important
    A browser refresh is required for the changes to take effect.
    Date Format The format in which dates are displayed in GAX.
    Start of Week The day on which you consider the week to start, either Sunday or Monday.
    Number Format The format in which numbers are displayed in GAX.
    Time Zone The time zone in which times are displayed in GAX.
    Comments or questions about this documentation? Contact us for support!