Setting Up Reporting Templates in Pulse

Use the procedures below to make the Co-browse templates available from Pulse.

Import Configuration Options for Stat Server

Before working with the templates, you must first import configuration options to the Stat Server application from the following files:

• StatProfile_Pulse.cfg—located in the directory <Genesys Co-browse Reporting Templates installation folder>/Pulse. This file is used for the Stat Server application object. It contains the necessary configuration options, statistics, and filters.
• pulse_statistics.cfg—located in the directory <Pulse installation folder>/scripts. This file is used for the Pulse application object.

Important

The pulse_statistics.cfg file is located in the Pulse installation directory and not in the Co-browse package.

Start of procedure

1. Open Genesys Administrator and navigate to PROVISIONING > Environment > Applications.
2. Select your Stat Server Application and click Edit.
3. In the Options tab, click Import. The Import Options dialog opens.
4. Click Yes. The Click 'Add' and choose a file with configuration options to import dialog opens.
5. Click Add. The Choose File to Upload window opens.
6. Choose the StatProfile_Pulse.cfg file from the <Reporting Templates Root Folder>/Pulse directory and click Open. The configuration options for the Co-browse reporting templates are imported.
7. Click Add again. Choose the pulse_statistics.cfg file from the <Pulse Installation Folder>/scripts directory and click Open.
8. Click Save & Close.
9. Mandatory: Restart your Stat Server Application.

End of procedure

Next Steps
See Tune Pulse DB Tool to Allow Template Importing.

Tune Pulse DB Tool to Allow Template Importing

Pre-requisite: You have completed Import Configuration Options for Stat Server

Important

The dbtool folder is located in the Pulse installation directory and not in the Co-browse package.

Start of procedure

1. Open the folder <Pulse installation folder>/dbtool.
2. Save the file sample_dbtool.cfg with the name dbtool.cfg.
3. Now update the file dbtool.cfg. Specify the #<DB type> section. For example:
   

   MSSQL Example

   # MSSQL
   db.type=mssql
   db.url=jdbc:jtds:sqlserver://demosrv:1433/pulse
   db.user=sa
   db.password=<password>

   POSTGRES Example

   # POSTGRES
   db.type=postgres
   db.url=jdbc:postgresql://stage-rds-gax-1.genhtcc.com:5432/pulse851_21_41_db
   db.user=pulse851_21_41_db
   db.password=<password>

4. Save the dbtool.cfg file. Verify that the DB Tool is working with the command dbtool.bat -l. If the DB Tool is correctly configured, your console will show a list of current Layouts.

End of procedure

Next Steps
See Import Pulse Templates.

Import Pulse Templates

Pre-requisites: You have completed Import Configuration Options for Stat Server and Tune Pulse DB Tool to Allow Template Importing

Important

The dbtool folder is located in the Pulse installation directory and not in the Co-browse package.

Start of procedure

1. Open the folder <Pulse installation folder>/dbtool and open the file dbtool.cfg for editing.
2. Set layout.override.layout_id=1 and save the file.
3. From your console, run the command:
   • Pulse 8.5.102:
     • Windows: dbtool -i <path to template file>
     • Linux: ./dbtool.sh -i <path to template file>
   For example, dbtool -i C:\templates\21_template.txt.
   • Pulse 8.5.103+:
     • Windows: dbtool -ti <path to template file>
     • Linux: ./dbtool.sh -ti <path to template file>
   For example, dbtool -ti C:\templates\21_template.txt.
   
   If the import is successful the console displays something similar to the following:
   

   Advanced Data Management Utility for Pulse
   ver. 8.5.010.04 (2014-12-02), wbrt2.proto ver. 2014.10.29.00
   Copyright (c) Genesys Telecommunications Laboratories, 2013-2014. All rights reserved.
   Using configuration file 'dbtool.cfg'.
   Inserting layouts...
   Layout: (114) 'CurrentInteractions'
   Inserted 1 record(s).

   In the example above, Layout: (114) 'CurrentInteractions' has the following meaning:

   • 114 is the template db id, the LAYOUT_KEY from the WBRT_LAYOUT table of the Pulse database.
   • CurrentInteractions is the template name.

End of procedure

Next Steps
See Working With Pulse and Pulse Templates Overview

Working With Pulse

After you have imported the Co-browse templates into Pulse, you can use the templates to create new Pulse widgets.

For more information on creating a widget see Pulse User Help—Widgets.