Installing eServices Manager

Prerequisites

• Genesys Administrator Extension (GAX) 8.5.220.20 or later
• UCS 8.5.200.08 or later
• If a previous version of eServices Manager Plug-in for Administrator was installed on the current host, uninstall that version.

Create a Zip File

1. Create a temporary folder on your desktop.
2. Copy the IP folder from the original location (typically, the product CD) into the temporary folder.
3. Copy the templates folder from the original location into the temporary folder.
4. Zip the temporary folder.

Alternatively, contact Genesys Customer Care to obtain the required Zip file containing the installation package and associated templates.

Installing the plugin

Local Control Agent 8.5.100.31 or higher

1. Upload the eServices Manager installation package (IP) to GAX. Refer to the GAX documentation for more information.
2. Extract the IP to any folder.
3. Navigate to the ip folder in the extracted folder.
4. Do one of the following:

   On Windows, run setup.exe

   On Linux, run install.sh

5. Restart GAX.

Local Control Agent 8.5.100.29 or lower

1. Add the following option to the Application Options tab of the Genesys Administrator Extension (GAX) Application object:
   • Section name: asd
   • Option name: plugin_ip_list
   • Option value: eSMngrPlgnAdm64 (for the Windows host) or eSMngrPlgnAdm (for the Linux host)

   Tip

   This option is also used by Content Analyzer Plug-in for GAX and Privacy Manager Plug-in for GAX. If you are running both Privacy Manager and eServices Manager with Content Analyzer, the value can be a comma-separated list; for example, eSMngrPlgnAdm,PrivacyMng,CntAnlzPlgnAdm.

2. Restart GAX.
3. Upload the Content Analyzer installation package (IP). If you previously uploaded the IP, you must do so again now.
4. Carry out the plug-in installation process.
5. Restart GAX.

Role-Based Access

To grant a user access to the GAX menu and eServices Manager Plug-in for GAX, assign the following privileges to the users in GAX:

• COM/Access Configmanager
• eservices-manager/Genesys eServices Manager Plug-in for GAX Access

See more information here:

• Managing plugins in GAX
• Role privileges in GAX