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Create the Advisors User Account

Roadmap


  1. [+] Install the databases that correspond to the Advisors products you will deploy.
  2. Pma you-are-here-arrow.png Create the Advisors User and the Object Configuration User in Configuration Server.
  3. [+] Install the Platform service (Geronimo) on all servers on which you will deploy one of the Advisors components.
  4. Install each adapter you will use (AGA and ACA).
  5. [+] Install the Advisors components for your enterprise.
  6. Make any required configuration changes.

You must create an account in the Configuration Server that can be used by the Advisors products to connect to and retrieve information from the Configuration Server. In this Deployment Guide, the account is referred to as the Advisors User account, but you can give the account a name of your choice. That is, it is not necessary to name the account Advisors User. The permissions shown in the following Table are required for this account.

Object Permissions Notes
Applications folder Execute Only for Configuration Server 8.1.2 and later. Required for the Platform and AGA user account to connect to the Configuration Server and Stat Servers.
Stat Server Applications Read
Tenants Read
Agent Groups Read, Read Permissions, Change, Change Permissions Starting in Release 8.1.5, Change and Change Permissions are needed to propagate changes saved in the Base Object Configuration page to Configuration Server.
Switches Read
DNs (of type ACD Queues and Virtual Queues) Read, Read Permissions, Change, Change Permissions Starting in Release 8.1.5, Change and Change Permissions are needed to propagate changes saved in the Base Object Configuration page to Configuration Server.
Persons Read, Read Permissions
Change Only required if Advisors Administration module will be used to modify user accounts, or if the Resource Management Console will be used to modify an agent’s skill.
New3.png Skills folder Read Only required if the Resource Management Console will be used to modify an agent’s skill.
Scripts (of type Interaction Queues) Read, Read Permissions, Change, Change Permissions Starting in Release 8.1.5, Change and Change Permissions are needed to propagate changes saved in the Base Object Configuration page to Configuration Server.
Access Groups Read, Read Permissions
Change Only required if Advisors Administration module will be used to modify user accounts.
New3.png Calling lists Read, Read Permissions, Change, Change Permissions Starting in Release 8.5.0, Change and Change Permissions are needed to propagate changes saved in the Base Object Configuration page to Configuration Server.
Roles Read, Read Permissions Used to determine functional permissions for users.
Business Attributes Read, Read Permissions Used to determine access to Advisors metadata objects.
Advisors Metrics Business Attributes Read, Create, Change, New3.png Delete, Read Permissions, Change Permissions Used for the Metric Manager beginning in Release 8.1.3.
Folders in Persons Read, Read Permissions Required for FA.
Folder in Agent Groups Read, Read Permissions Required for FA.
This page was last modified on October 17, 2014, at 06:11.

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