Configuration Manager

This page contains the following sections:

Overview

The Configuration Manager page is a central location for viewing and managing the configuration objects used by your system. Genesys Administrator Extension can manage objects in single-Tenant and multi-Tenant configurations.

Configuration objects, also known as Configuration Database objects, contain the data that Genesys applications and solutions require to operate in a particular environment. These objects are all contained in the Configuration Database.

Configuration Manager lists these objects by type. For example, configuration objects related to outbound campaigns are listed under the Outbound heading.

Click on a configuration object type to view a list of the related configuration objects on your system. From this list, you can edit or delete the existing configuration objects, or you can create a new configuration object.

To view and manage configuration objects for a specific Tenant, enter the name of the Tenant in the Tenant Directory field, or click on the magnifying glass button to view a list of Tenants. By default, Configuration Manager lists configuration objects for the Tenant to which your user account belongs. When viewing objects by Tenant, if you choose to create a new object, that object is created in the directory for that Tenant.

Note: The Tenant Directory field is not shown in a single-Tenant environment.

Object Hierarchy

In Genesys Administrator Extension, objects are stored in folders, usually with one object type per folder.

To help you better manage your configuration environment, you can create a hierarchy by manually creating any combination of the following:

In addition, the following objects include their parent objects as part of their hierarcy:

Genesys Administrator Extension displays a navigation path (a set of breadcrumbs) that shows you where the displayed objects reside in your hierarchy. This path appears with all lists of objects, and is located directly above the list. You can click any element of this path to go quickly to that element.

Some object types might only exist under the root tenant or a Business Unit/Site. If you are viewing objects by Tenant, you might not see the following objects:

Importing/Exporting Data

Most configuration objects allow you to import and export data, such as configuration options, by clicking on the More button and selecting Import or Export.

Genesys Administrator Extension uses the CFG/CONF and XML file formats.

Refer to File Formats for more information on acceptable file formats for import.

Required Permissions

The minimum permissions required to perform a task in Genesys Administrator Extension depend on the task. For more information about permissions, see Permissions.

Note: You must also be granted appropriate Role privileges to perform specific tasks on an object or group of objects.

Permission Description Prerequisites
Read
  • To view a particular object, you must have Read permission for that object.
  • In Configuration Manager, you can view the object type. If you do not have Read permission for the object, you cannot see it in Configuration Manager.
  • In list views, you can view the following button: Edit.
  • You can click on an object to view its details.
None
Create
  • To create an object under a particular folder, you must have Create permission for that folder. The person who creates an object receives Full Control permissions for that object. Other accounts have the same access permissions for a newly created object as they do for the folder in which the object is created.
  • In list views, you can view the following buttons: New, Clone, and Move To.
  • In object detail views, you can view the following buttons: Clone and Move to. You can also view the following tabs: Options, Permissions, and Dependencies.
Read
Update
  • To modify a particular object, you must have Update permission for that object.
  • In list views, you can view the following button: Enable or Disable.
  • In object detail views, you can view the following buttons: Enable or Disable, Save, and Apply.
Read
Delete
  • To delete a particular object, you must have Delete permission for that object.
  • In list views, you can view the following button: Delete.
  • In object detail views, you can view the following button: Delete.
Read

Manipulating Multiple Objects

Genesys Administrator Extension uses Bulk Change Sets to manipulate several objects at once. For example, you can use Bulk Change Sets to add and/or remove multiple users at once. You can use Bulk Change Sets to replicate the wizard functionality in Genesys Administrator.

Naming Conventions

Because most objects in the Configuration Database mirror physical objects in your contact center (for example, switches, agents, and installed applications), this Help file uses an initial capital letter for Configuration Database objects. For example, the word switch appears in lowercase when it refers to a physical switch in your contact center, but it is capitalized when it refers to the configuration object that mirrors your physical switch. Similarly, the word application appears in lowercase when it refers to a physical installation in your contact center, but it is capitalized when it refers to the configuration object that mirrors the installed program.