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Configuring Genesys Intelligent Automation

After installing Genesys Intelligent Automation, you must configure it as described in this section.

It is recommended you print this page (generate a PDF) and sign off on each step.

CTI Data

Intelligent Automation has the capability to store some attached-data variables in its reporting database (usually used for custom reports). As the space is limited, Intelligent Automation can configure regular-expression patterns to exclude or include data. By default, the patterns are empty, which means all attached data will be saved. If the data to be saved is bigger than the space available in the database, the data is truncated (in no particular order).

Setting Name Description Default Value Your Value
CLIData.Mobiles.Prefix A value indicating the prefix of a mobile number. 07
VuiPreferences.Defaults.store_cti_fields_in_reporting_data A Boolean value to indicate if Intelligent Automation is to store CTI fields in reporting data. true
CTI.FieldsToStoreInReporting.ExcludePattern Exclusion pattern. The default value is blank, but you can set a new value that suits your business needs (for example, ^ROUTING.*$). None
CTI.FieldsToStoreInReporting.IncludePattern Inclusion pattern. The default value is blank, but you can set a new value that suits your business needs (for example, ^(AccountNumber|CustomerID)$). None

Database Overnight Jobs

To increase database performance, Intelligent Automation performs an overnight (or quiet period) job that consists of the following main tasks:

  • Archiving old report data into historical tables. These historical tables are still referenced in reports and database views.
  • Delete historical data that is older than the specified number of days.
Setting Name Description Default Value Your Value
DBOvernightJobs.NumDaysHistoricalDataToKeep The number of days of historical data to keep. If set to -1, no data is deleted. 90

Email

Intelligent Automation must be able to send emails via an SMTP server (for example, to send password-reset emails).

Setting Name Description Default Value Your Value
Email.SMTP.Host The SMTP host that Intelligent Automation will use to send emails (for example, password-reset emails). mail.speechstorm.com
Email.SMTP.Port The SMTP port of the host. 25

GraphViz

You must update the default server setting that points to the location of GraphViz, which renders the callflow diagrams.

Setting Name Description Default Value Your Value
GraphViz.DotPath Path to GraphViz executable. C:/Program Files/Graphviz2.26/bin/dot.exe

SMS

You must configure the SMS gateway to use outbound SMS. The example below is for the Genesys Portico SMS Gateway:

Setting Name Description Default Value Your Value
SMS.Carrier The Carrier ID as allocated by the SMS gateway provider. None
SMS.DefaultFromNumber The number that appears as the sender on the recipient's phone. This number often requires authorization by the SMS gateway. None
SMS.Host Hostname of the SMS gateway. None
SMS.Method HTTP method for calling the SMS Gateway (for example, POST). None
SMS.PlusSymbolBeforeRecipientNumber Specifies whether to prefix an international + symbol to the recipient number. None
SMS.Port Port of the SMS gateway. None
SMS.RequestBody Body of the HTTP request (if required). None
SMS.RequestHeaders Headers of the HTTP request (if required). None
SMS.Timeout Time, in milliseconds, to wait for a response from the SMS gateway. None
SMS.URL URL to the SMS gateway interface. None
SMS.User Username of the SMS gateway account. None
SMS.Password Password of the SMS gateway account. None

SNMP Traps

Intelligent Automation can generate SNMP traps. The configurations below are required if you intend to use SNMP traps; otherwise, continue to the next section.

Setting Name Description Default Value Your Value
SNMP.Traps.Enabled A Boolean value to indicate if Intelligent Automation is to store CTI fields in reporting data. false
SNMP.Traps.ManagerHostname The name of the SNMP manager. localhost
SNMP.Traps.ManagerPort The SNMP manager port. 162
SNMP.Traps.Community The community name for SNMP traps. This setting is usually unchanged. public
SNMP.Traps.ServerHeartbeat.Enabled A Boolean value to indicate if each Intelligent Automation server is to send heartbeat traps.
Important
The SNMP.Traps.Enabled setting must be set to true to use heartbeat traps.
true
SNMP.Traps.ServerHeartbeat.FrequencySeconds The frequency, in seconds, for when each Intelligent Automation server will send heartbeat traps. 60

SYSLOG

Intelligent Automation uses the log4j logging mechanism, which can send logs to a centralized logging server. You must complete this configuration if you wish to use this feature.

Setting Name Description Default Value Your Value
log4j.appender.SYSLOG.syslogHost Set within the log4j.properties file on each Intelligent Automation instance. This value defines the hostname/IP address of the syslog server. None

User Logins

These settings define criteria for a successful login using an authorized password and a valid password.

Setting Name Description Default Value Your Value
Login.ExternalAuthentication.Mode Defines if external users (those configured and maintained by Genesys Administrator Extension) can log into Intelligent Automation. If required, set this to ConfigServer. None
Login.Failure.LockoutDelayInSecs Defines (in seconds) the length of time following a login failure before a user is locked out, preventing further login attempts. 1800
Login.Failure.Threshold Defines the number of times a user can attempt to log in to an account unsuccessfully. 5
Login.Password.ExpiryDays Defines the number of days before a new password can expire. 90
Login.Password.ShowForgottenPasswordLink Specifies whether the Forgot your password link appears on the Log in page. true
Login.SessionTimeoutInSecs Defines the time limit (in seconds) that a logged-in session can last without user activity. 900000

WebIVR

For security purposes, WebIVR uses a default server setting to dictate from where it can be embedded. To launch WebIVR from the GUI for testing, or to use the Theme Preview function, you must add the GUI server(s) to the list of allowed domains.

Setting Name Description Default Value Your Value
VisualIVR.Security.AllowedDomains Hostname and port of the GUI server(s) from which WebIVR can be launched or embedded. For example: http://FQDN:PORT. http://localhost:8080

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This page was last modified on 26 June 2018, at 11:07.