Jump to: navigation, search

Choose your deployment

Choose one of the deployment options in the following tabs.

Important
  • Some releases of Workspace include Workspace language packs (localized User Interface and Help). These procedures include information about how to install language packs either as part of the Workspace deployment or after you have deployed Workspace.
  • Genesys recommends that you always install the release of Workspace for which the language pack was developed rather than installing a language pack on a previously deployed release of Workspace. For example, you should not install an 8.5.1 language pack on top of an 8.5.0 release of Workspace; doing so might result in some UI text being displayed in English or some UI elements being incorrectly labelled.
  • If you are not deploying from the Workspace International CD/DVD, you must manually add Language Packs to your deployment package.

Watch video: How to Deploy Languages in Workspace Desktop Edition (International) 8.5.1:

Deploying the ClickOnce Application on your web server

Procedures

1. Install the deployment package

Perform the Procedure: Installing Workspace Deployment Package on the Windows operating system, which guides you through the steps for installing Workspace on your Windows web server from the Workspace CD/DVD.

[+] Procedure: Installing Workspace Deployment Package on the Windows operating system

2. Install the optional SIP endpoint and plugins

[+] (optional) Procedure: Installing the Workspace SIP Endpoint
[+] (optional) Procedure: Installing plugins for Workspace
Tip
If you did not add Language Packs in the previous step, you can perform a manual installation at this point by using the manual procedure.

3. Deploy the ClickOnce application on your web server

Use the Workspace Deployment Manager wizard or console to generate the file hierarchy that is required by the ClickOnce application on your web server.

During the deployment of the ClickOnce application, you are required to enter the following information in the Deployment Manager wizard (this information also has to be added to the silent.xml file to be used by the console):

  • The deployment URL
  • The deployment version
  • The deployment certificate:
    • If you do have a deployment certificate, select the Sign with a provided certificate option, and then browse to select the certificate. You must also input the password in the dedicated text box.
    • If you do not have a deployment certificate, do not select the Sign with a provided certificate option. Without a signed package, a security warning is displayed whenever the client downloads the package.

Be sure to have this information ready before you begin.

The first two procedures: Wizard: Deploy the Workspace downloadable ClickOnce package on your web server or Console: Deploy the Workspace downloadable ClickOnce package on your web server contain the deployment steps for deploying Workspace on your web server. Choose which procedure you want to use.

Tip
You can put the Workspace downloadable package in a shared directory instead of on your web server, and then install Workspace from a shared directory.

Choose one of the following two ways to deploy the ClickOnce application on your Web Server:

[+] 3a. Wizard: Deploy the Workspace downloadable ClickOnce package on your web server
[+] 3b. Console: Deploy the Workspace downloadable ClickOnce package on your web server

4. Enable the ClickOnce Ppackage on your web server

Choose one of the following procedures depending on the web server in your environment:

[+] 4a. (For Apache deployments) Configuring Apache to enable the ClickOnce package
[+] 4b. (For IIS Deployments) Configuring Microsoft IIS6 to enable the ClickOnce package

5. Verify your configuration

Verify that Workspace was correctly deployed on your web server and client workstation.

[+] Procedure: Configuration verification (Testing the client)

Next Steps

Installation is complete. You can provision Interaction Workspace functionality:

Rollback to a previous release of Workspace

[+] Rollback to a previous release of Workspace by using ClickOnce

Deploying the Developer Toolkit on your development workstation

Use the Procedure: Installing Workspace Customization on the Windows operating system to install the Workspace application and Developer's Kit on your development workstation. This procedure installs everything that is required to build and test a Workspace extension. For information about how to build a custom extension or customize Workspace, see the Workspace 8.5 .NET Developer's Guide & API Reference.

Procedure

Installing Workspace Customization on the Windows operating system

Purpose: To install the deployment files for Workspace Customization on your development workstation.

Prerequisites

Start

  1. On your desktop, open the Workspace disc or the Workspace IP and double-click the Setup.exe file.

    You might be asked to reboot your system to delete or rename certain system files before the Installation Wizard runs.

    The Genesys Installation Wizard launches and the Welcome panel is displayed.

  2. On the Welcome panel, do one of the following:
    • Click Next to begin the installation procedure.
    • Click Cancel to exit the Genesys Installation Wizard.
    • Click About to open the Workspace ReadMe file in your default browser.
    If you clicked Next, the Select Options panel is displayed.
  3. On the Select Options panel, do one of the following:
    • Choose Install Interaction Workspace Developer Toolkit, and click Next.
    • Click Back to return to the Welcome panel.
    • Click Cancel to exit the Genesys Installation Wizard.

    For more information on installation options, see the Table - Workspace Install Mode Deployment Packages.

    If you clicked Next, the Choose Destination Location panel is displayed (see the Figure - Choose Destination Location panel of the Genesys Installation Wizard).

    Choose Destination Location panel of the Genesys Installation Wizard
  4. (Optional) If you are installing from the International DVD, the Language Pack Selection panel is displayed.
    Language Pack Selection panel of the Genesys Installation Wizard

    Select Select Language Pack to display the list of available language packs.

    Adding and Removing languages by using the Language Pack Selection panel of the Genesys Installation Wizard

    To select a language for installation, select it in the left hand box then click Add. The language is moved to the right hand box. To de-select a language for installation, select it and click Remove. The language is moved back to the left hand box and will not be installed. After you have added to the right hand box the languages that you want to install, do one of the following:

    • Click Next to continue the installation procedure.
    • Click Back to return to the Select Options panel.
    • Click Cancel to exit the Genesys Installation Wizard.
  5. On the Choose Destination Location panel, specify the location on your development workstation in which the Workspace customization files are to be installed by doing one of the following:
    • Type a location in the Destination Folder text box.
    • Click Default to reset the location to the default location.
    • Click Browse to navigate to a destination folder.
  6. With the destination folder specified, do one of the following:
    • Click Next.
    • Click Back to return to the Select Options panel.
    • Click Cancel to exit the Genesys Installation Wizard.
    If you clicked Next, the Ready to Install panel is displayed.
  7. On the Ready to Install panel do one of the following:
    • Click Install to install the Interaction Workspace customization files.
    • Click Back to return to the Choose Destination Location panel.
    • Click Cancel to exit the Genesys Installation Wizard.

    If you clicked Install, the Workspace customization files are installed in the location that you specified (see the Figure - Contents of the Workspace install disc or image copied onto the web-server host).

    Contents of the Workspace install disc or image copied onto the web-server host

    The Workspace folder contains the following:

    • The Bin folder, which contains the Workspace API
    • The Doc directory, which contains the Workspace 8.5 .NET Developer's Guide & API Reference (WorkspaceSDKNet.chm)
    • The Workspace folder, which contains Workspace application files
    • The WorkspaceDeploymentManager folder, which contains the application files that are required to deploy customized code, including the Deployment Manager application (InteractionWorkspaceDeploymentManager.exe), and the following subfolder:
      • WebPublication"Contains publish.htm and setup.exe files (the bootstrap files for client-side prerequisites)
    • The Samples directory, which contains code samples that demonstrate Genesys best-practices recommendations for developers
  8. When installation is complete, the Installation Complete panel is displayed.
    • Click Finish to exit the Genesys Installation Wizard.

End

Next Steps

Non-ClickOnce deployment

Installing the Workspace application

Install the out-of-the-box Workspace application on an end-user desktop. The installation contains only the agent application. Use this procedure if you are not going to use the ClickOnce centralized deployment.

Procedure

Installing the Workspace application on a client desktop

Purpose: To install the Workspace client application on your local agent workstation or virtual machine to test the Workspace application.

Prerequisites

  • .NET Framework 4.5

Start

  1. On your desktop, open the Workspace disc or the Workspace IP and double-click the Setup.exe file.

    You might be asked to reboot your system to delete or rename certain system files before the Installation Wizard runs.

    The Genesys Installation Wizard launches, and the Welcome panel is displayed.

  2. On the Welcome panel, do one of the following:
    • Click Next to begin the installation procedure.
    • Click Cancel to exit the Genesys Installation Wizard.
    • Click About to open the Workspace ReadMe in your default browser.
    If you clicked Next, the Select Options panel is displayed.
  3. On the Select Options panel, do one of the following:
    • Choose Install Workspace application, and click Next.
    • Click Back to return to the Welcome panel.
    • Click Cancel to exit the Genesys Installation Wizard.

    If you clicked Next, the Choose Destination Location panel is displayed (see the Figure - Choose Destination Location panel of the Genesys Installation Wizard).

    Choose Destination Location panel of the Genesys Installation Wizard
  4. (Optional) If you are installing from the International DVD, the Language Pack Selection panel is displayed.
    Language Pack Selection panel of the Genesys Installation Wizard

    Select Select Language Pack to display the list of available language packs.

    Adding and Removing languages by using the Language Pack Selection panel of the Genesys Installation Wizard

    To select a language for installation, select it in the left hand box then click Add. The language is moved to the right hand box. To de-select a language for installation, select it and click Remove. The language is moved back to the left hand box and will not be installed. After you have added to the right hand box the languages that you want to install, do one of the following:

    • Click Next to continue the installation procedure.
    • Click Back to return to the Select Options panel.
    • Click Cancel to exit the Genesys Installation Wizard.
  5. On the Choose Destination Location panel, specify the location on your agent workstation in which Workspace is to be installed by doing one of the following:
    • Enter a location in the Destination Folder text box.
    • Click Default to reset the location to the default location.
    • Click Browse to navigate to a destination folder.
  6. With the destination folder specified, do one of the following:
    • Click Next.
    • Click Back to return to the Select Options panel.
    • Click Cancel to exit the Genesys Installation Wizard.
    If you clicked Next, the Ready to Install panel is displayed.
  7. On the Ready to Install panel, do one of the following:
    • Click Install to install Workspace on the client desktop.
    • Click Back to return to the Choose Destination Location panel.
    • Click Cancel to exit the Genesys Installation Wizard.

    If you clicked Next, the Workspace client application is installed in the location that you specified. When installation is complete, the Installation Complete panel is displayed.

    The Workspace agent application is installed by the Install Workspace application option into the folder that you specified (for more information about installation options, see the Table - Workspace Install Mode Deployment Packages).

  8. Click Finish to exit the Genesys Installation Wizard.
  9. (optional) Procedure: Installing the Workspace SIP Endpoint.
  10. (optional) To use Kerberos Single Sign-on (SSO), edit the login.kerberos.service-principal-name option in the interactionworkspace.exe.config property file to add the following line:
    <appSettings>
     ...
     <add key="login.kerberos.service-principal-name" value="<SPN Name"/>
     <add key="login.url" value="tcp://<host><port>/AppName" />
     <add key="login.connections.parameters.isenable" value="false" />
     ...
    </appSettings>
  11. (optional) To include custom packages, add the customization resources that are required for your final installation.
  12. If you executed at least one of the steps 9 to 11:
    1. Prepare your final package by using the updated file set.
    2. Push your custom package to the agent workstations.
  13. To launch the Workspace client application on the client desktop, select it from the Start menu or navigate to the installation folder that you specified and double-click the InteractionWorkspace.exe file .

    The Workspace login window is displayed on the client desktop (see the Figure - Workspace agent Login window with no connection parameters). The connection panel of the login window indicates that no connection has been specified. Before the agent can log in, you must connect to the Workspace application in your Genesys Framework.

    Workspace agent Login window with no connection parameters
  14. Click the More Options drop-down list to open the connection options panel (see the Figure - Workspace agent Login window with the connection-parameters panel displayed).
    Workspace agent Login window with the connection-parameters panel displayed
  15. Enter the following information into the agent-login panel and the connection-parameters panel:
    • User Name: A valid user name that is configured in the Configuration Layer
    • Password: The valid password for the specified user name
    • Application Name: The name that is specified for the Workspace application object to which you want to connect
    • Host Name: The name of the web server.
    • Port: The port that is configured for your web-server application
    See the Figure - Workspace agent Login window with the connection-parameters panel displayed for an example of how to populate the fields in the Workspace login window.
  16. Click Login to continue logging in to Workspace; click Cancel to close the agent-login window without logging in.

    Refer to Workspace User's Guide for more information about how to log in to Workspace and use the application.

End

Next Steps

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on October 26, 2018, at 06:33.