Planning
This page contains information to help you prepare to deploy Genesys Performance Management Advisors.
Before you begin deployment, you will make a plan to meet your specific needs. See the Genesys Hardware Sizing Guide for information about tested environments for Advisors (architecture, number of users per component per installation, and so on). The information is meant to help you develop sizing guidelines for your enterprise.
Also, before you deploy Advisors, ensure you read the Prerequisites topic. It provides additional information to help you prepare for your deployment.
General Information about Advisors
The Advisors dashboards are accessed using a commercial browser, such as Mozilla Firefox. Advisors 8.5.x is incompatible with the Advisors browser from pre-8.5.0 releases. See the Performance Management Advisors section in the Genesys Supported Operating Environment Reference Guide for information about supported browsers.
The installation process has several distinct sections to accommodate different stages of system preparation. If some or all of the infrastructure software systems are already installed, various steps can be bypassed. It is important to get specific information about the location of these components from the original installer or the package manager.
You cannot mix database types within an Advisors installation. Each installation must be either wholly MSSQL or wholly Oracle.
Advisors require the Genesys Configuration Server to be present, along with all its supporting components. Genesys recommends that you review the Contact Center Objects section in the Management Framework Deployment Guide before creating the Advisors business objects; in particular, note that there are specific requirements for Person objects' user names.
35px|link= Advisors require the Genesys Solution Control Server to be present. Starting in release 8.5.1, some Advisors modules integrate with the Solution Control Server. You require Genesys Management Framework components to support the integration. For those modules, Advisors supports warm standby high availability. See the General Prerequisites and Integration with Solution Control Server and Warm Standby sections of this book for more information.
You must deploy the Contact Center Advisor (CCAdv) application (including XML Generator) and configure one or more Genesys metric data sources to use the Genesys Base Object Configuration page in the Administration module. Data manager requests no statistics for pre-configured objects until the CCAdv module, XML Generator, and Genesys metric data sources are deployed and working.
35px|link= Starting in release 8.5.1, Advisors Genesys Adapters (AGA) can request statistics for CCAdv configured objects only after you start XML Generator. Previously, starting the Advisors Platform server was sufficient to have the CCAdv adapters request statistics for the CCAdv configured objects.
About Advisors Applications
The following Table shows the dependencies amongst Advisors components. For each Advisors product in the Application column, the Table identifies any additional Advisor component that must be installed with it. See also Prerequisites for detailed information, as well as information about databases required for each component.
| Application | Requires these Components on the Same System | Requires these Components within the Same Advisors Deployment |
|---|---|---|
| Frontline Advisor | Advisors Platform |
Advisors Genesys Adapter and/or Advisors Cisco Adapter |
| Contact Center Advisor | Advisors Platform |
Advisors Genesys Adapter in a Genesys environment |
| Workforce Advisor | Advisors Platform |
Contact Center Advisor |
| Contact Center Advisor – Mobile Edition | Advisors Platform |
Contact Center Advisor |
| Resource Management Console | Advisors Platform Supervisor Desktop Service |
Contact Center Advisor |