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Configuring WFM Settings

You must connect OrgData to the WFM solution. You can configure WFM settings from the Skills Management web portal by completing the following procedure:

  1. Navigate to System > System Settings page.
  2. Click General Settings tab and scroll down to WFM Settings section. WFMSettings.png
  3. Specify the WFM values in the below fields:
    • WFM User Name – Enter the user name of the WFM account that Skills Management will use to connect to the WFM solution.
    • New WFM Password – Enter the WFM user’s password.
    • Confirm WFM Password – Re-enter the WFM user’s password.
    • WFM Type - From the drop down, select the WFM provider that you are using.
      • Genesys
      • Teleopti
      • IEX (NICE)
    • WFM HTTPS – Check, if the WFM API is running over HTTPS.
    • WFM Server Host – Enter the hostname / URL of the WFM solution. For Genesys WFM the port will need to be included i.e. wfm.genesyslab.com:5007
    • WFM Server Proxy – If using a proxy please enter the Proxy server details.
    • WFM Ping Interval – By default, this is set as 5. You can change this only on the advice of the Genesys Care Team.
    • WFM App Name – This field is specific to Teleopti WFM users.
    • WFM Customer Name – This field is specific to NICE IEX users.
    • WFM ADG Team Name – Please enter the IEX ADG that is used to identify Team Names.
    • WFM ADG Email Name – Please enter the IEX ADG that is used to store Email addresses.
    • WFM Application Data Source – As a Teleopti WFM user enter 1 if the username provided is an application login ID.
    • WFM Business Unit – As a Teleopti WFM User enter the GUID of the Business Unit.
    • WFM Windows Data Source – As a Teleopti WFM user enter 1 if the username provided is a Windows login ID.
    Important
    Before saving the WFM settings click the Test WFM Settings button. If successful a green WFM Settings Test Successful message will be displayed.
  4. Scroll down to the bottom of the General Settings tab and click “Save Changes”.

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This page was last modified on October 10, 2018, at 09:40.