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. | -1 |
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 |