Contents
Business Structure
What is 'Business Structure'?
The Business Structure is a hierarchy of business units. Each Tenant can contain one or more Solutions as the first level of the hierarchy. Below Solutions are Departments. Below Departments are Processes. For example:
- East London Office—Solution (note that this meaning means the top node of a business structure, rather than the meaning of Solution in Genesys Configuration environment.)
- Finance Department—Department
- Accounts Payable—Process
- Order Processing—Process
- Finance Department—Department
Levels of a Business Structure for a Tenant
Solutions
Solutions are used for partitioning logical and physical resources for purposes of user access control and load partitioning (performance). Normally there will be one Solution per Tenant, though you can configure multiple solution instances per tenant, if necessary (for example, “Production” and “Test”).
A Solution in iWD represents a runtime environment, which is composed of the following:
- Runtime nodes—iWD runtime application instances that are within the Java application server in which services are being run
- Services—Services that enable iWD functionality, such as Data Mart, Statistics Adapter, and logging.
- Business logic—Primarily the configuration of iWD departments and processes.
The Solution level in a Business Structure corresponds to the Global level in Genesys Rules System for the processing logic of business rules.
Departments
A Department represents an administrative unit within a Solution. A Solution can contain many Departments. The Department level of a Business Structure corresponds to the Department level in Genesys Rules System for the processing logic of business rules.
Processes
A Process represents an administrative unit within a Department. A Department can contain many Processes. The Process level of a Business Structure corresponds to the Process level in Genesys Rules System for the processing logic of business rules.
Display Options
Filters and Constraints
Configuration Server respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.
You can filter the contents of this list in two ways:
- Type the name or partial name of an object in the Quick Filter field.
- Click the cube icon to open the Tenant Directory filter panel. In this panel, click the Tenant that you want to select. Use the Quick Filter field in this panel to filter the Tenant list.
You can sort the items in the list by clicking the Name column. Clicking a second time reverses the sort order. You can add or remove columns by clicking Select Columns.
To select or de-select multiple objects at once, click Select.
Data Fields
Each entry is shown with the following data fields:
- Name—The element's name.
- Type—Solution, Department or Process
- ID—The runtime ID of this element.
- Contact Name—Contact name for queries about this element.
- Description—Free-format text description of the element.
Solutions
To create a new Solution
To create a new Solution, do one of the following:
- If one or more Solution is already present, select one Solution and click More, then click Clone, then edit the Solution data fields.
- If one or more Solution is already present, Display the details of an existing Solution and click Clone, then edit the new Solution data fields.
- If no Solution is present, click the the New button (+), choose Solution, then edit the Solution data fields.
Other Actions
From this context you can Delete this Solution.
2. If you delete a Solution, all related rules packages in GRS will be lost, and you will not be able to recreate new rules packages with the same name.
Solution Details
Descriptive Details
- Solution Name—The Solution name. Mandatory when you add a new Solution.
- ID—The ID of the Solution. Mandatory when you add a new Solution. The system will propose a default new Runtime ID.
- Timezone—Solution timezone. Use the drop-down list to change this.
- First Day of Week—The first day of the working week for this Solution. Use the drop-down list to change this.
- Description—Free-format text description of the Solution. Do not use the Runtime ID as a descriptor.
Strategies
The following options allow customization of the strategies used by iWD in the current Solution.
- Classification Strategy—The name of the Classification strategy for this solution. Select one from the drop-down list.
- Prioritization Strategy—The name of the Prioritization strategy for this solution. Select one from the drop-down list.
Queue Names
The following options allow customization of interaction queues used by iWD in the current Solution. You must define non-standard queue names when there are multiple iWD business processes configured in the same Tenant. Select the required queue names from the drop-down lists. If a value is missing, a default name is displayed for this queue.
- Queue for canceled tasks—Interaction queue for tasks canceled by a Global Task List user or by a capture point. Default values:
- IRD—iWD_Canceled
- Composer—iwd_bp_comp.Main.iWD_Canceled
- Queue for captured tasks—Interaction queue for tasks successfully processed by the Classification strategy. Default values:
- IRD—iWD_Captured.
- Composer—iwd_bp_comp.Main.iWD_Captured
- Queue for completed tasks—Interaction queue for tasks marked as completed by agents. Default values:
- IRD—iWD_Completed
- Composer—iwd_bp_comp.Main.iWD_Completed
- Queue for error-held tasks—Interaction queue for tasks that failed to be processed by the Classification or Prioritization strategies. Default values:
- IRD—iWD_ErrorHeld
- Composer—iwd_bp_comp.Main.iWD_ErrorHeld
- Queue for new tasks—Interaction queue recognized by iWD as an entry to the business process in this solution. Default values:
- IRD—iWD_New
- Composer—iwd_bp_comp.Main.iWD_New
- Queue for queued tasks—Interaction queue for tasks successfully processed by the Prioritization strategy. Default vlaues:
- IRD—iWD_Queued
- Composer—iwd_bp_comp.Main.iWD_Queued
- Queue for rejected tasks—Interaction queue for tasks rejected by the Classification strategy. Default values:
- IRD—iWD_Rejected
- Composer—iwd_bp_comp.Main.iWD_Rejected
Interaction Server Settings
- Port
- Connection Protocol
- Local Timeout
- Remote Timeout
- Interaction Server—The Interaction Server for this Solution. This can be an individual Interaction Server, Interaction Server Proxy or Interaction Server Proxy cluster. Please refer to Interaction Server Configuration for details. Use the drop-down list to make a selection. This drop-down list contains those Interaction Servers, Interaction Server Proxies and Interaction Server Proxy clusters which contain the Solution's parent Tenant on their Tenants list. Direct connection to Interaction Server clusters is not supported and therefore will not be presented in this list.
- Port—The connection port of the Interaction Server or Interaction Server cluster proxy. Use the drop-down list to change this. This drop-down list contains ports of the Interaction Server or Interaction Server cluster proxy chosen above.
The affected parameters are:
- Port
- Connection Protocol
- Protocol Timeout
- Local Timeout
- Event Buffer Size
- Remote Timeout
- Threads
- Connection Protocol—The connection protocol of the Interaction Server. Use the drop-down list to change this.
- Protocol Timeout—The timeout configured for the connection protocol.
- Local Timeout—The timeout configured on the local server.
- Event Buffer Size—The maximum size in bytes of the event buffer.
- Remote Timeout—The timeout configured on the remote server.
- Threads—The number of threads available.
- Attribute Filter Include—Attributes included here will appear in the Custom Attributes displayed in the Global Task List in iWD Manager.
- Attribute Filter Exclude—Attributes excluded here will not appear in the Custom Attributes displayed in the Global Task List in iWD Manager.
- The Interaction Server JDBC URL must be configured in release 9.0 in the Application view of GAX Configuration Manager. It is used by iWD for accessing the Interaction Server database in order, for example, to perform migrations.
- The EventLog JDBC URL is rendered obsolete in release 9.0 by the iWD History Node.
History Node Settings
- Port
- Connection Protocol
- Local Timeout
- Remote Timeout
- History Node—The name of the History Node for this Solution. This can be an individual History Node, or the name of a History Node cluster. Use the drop-down list to make a selection.
- Connection Protocol—The protocol of the connection to the History Node or cluster. Use the drop-down list to change this.
- Port—The connection port of the History Node or History Node cluster. Use the drop-down list to change this. This drop-down list contains ports of the History Node or History Node cluster.
- Local Timeout—The timeout configured on the local server.
- Remote Timeout—The timeout configured on the remote server.
Migration
Interaction custom properties and migration issues
This dialog enables you to:
- Add the necessary columns to tables in the Interaction Server and Interaction Server Event Log databases to support iWD.
- Create new iWD-related Interaction Custom Properties, which are a type of Business Attribute, in the Genesys configuration database.
- Create some options for the Interaction Server Event Log Database Access Point that are necessary to support iWD.
- Add iWD_Completed (IRD) or iwd_bp_comp.Main.iWD_Completed (Composer) or a customized business process queue name for completed tasks to the Interaction Server configuration.
If any of these updates was not previously done, this dialog will display a table of warnings informing you of the missing attributes or outdated database versions.
Click the Configure button to execute the configuration. A message will be displayed in the Messages column when the configuration has completed. A restart of Interaction Server is required if any configuration changes were made.
Permissions Settings
Business Structure details include a Permissions tab on which users with the relevant permissions can view and edit permissions settings for all users of the selected node.
Permissions Table
| Permission | Description |
|---|---|
| Read | Permission to read information and receive updates about the object. |
| Create | Permission to create objects in this folder. |
| Change | Permission to change the properties of the object. The Change permission is the
same as allowing “Write” access. |
| Execute | Permission to perform a predefined action or set of actions with respect to the object. |
| Delete | Permission to delete the object. |
| Read Permissions | Permission to read the access control settings for the object. |
| Change Permissions | Permission to change the access control settings for the object. |
| Execute |
Permission to perform a predefined action or set of actions with respect to this object. |
| Propagate | For container objects (such as Tenants). The Propagate check box controls whether to propagate this set of elementary permissions to the child objects. By default, the check box is selected). |
Actions
- Add Access Group—Displays the Select Access Group panel from which you can select one of the available Access Groups to add to this node and for whom you can then configure permissions.
- Add Person—Displays the Select Person panel from which you can select one of the available Persons to add to this node and for whom you can then configure permissions.
- Replace Recursively—Enables you, upon confirmation, to remove permissions for all child objects of this container and replace them with the permissions defined in this container.
Departments
To create a new Department
To create a new Department, first choose the Solution to work with, then do do one of the following:
- If one or more Department is already present, select one Department and click More, then click Clone, then edit the Department data fields.
- If one or more Department is already present, display the details of an existing Department and click Clone, then edit the new Department data fields.
- If no Department is present, click the the New button (+), choose Department, then edit the Department data fields.
Other Actions
From here you can Clone, Delete or Move this Department. You can move the Department only to a Solution. Any Processes configured under it will also be moved. Runtime IDs are not moved in the Move function—you must create a new one for the Department and all its child Processes in its new Solution.
2. If you delete a Department or Process, any rules assigned to those objects will be inactivated and moved to the Solution level. This happens if you delete and re-create a Solution/Department/Process with the same name.
Department Details
- Department Name—The department name. Mandatory when you add a new Department.
- ID—The department's Runtime ID. Mandatory when you add a new Department. The system will propose a default new Runtime ID.
- Contact Name—The contact name for the department, for informational purposes.
- Contact Email—The contact email for the department, for informational purposes.
- Contact Phone—The contact phone number for the department, for informational purposes.
- Start Date—The date on which the department becomes active. If left empty, the period start date is unconstrained.
- End Date—The last day that the department is active. If left empty, the period end date is unconstrained (that is, the department will be active infinitely).
- Description—Free-format text description of the Department.
Department Attributes
Click Add to create new attributes.
- Name—The attribute name
- Type—Select from the drop-down list. Valid values are:
- Text
- Percentage
- Number
- Date
- Lookup Table
- Value—The attribute value. If the type is a lookup table, then the value is set from the drop-down list.
- Description—Free-format text description of the attribute.
Department Metrics
Click Add to create a set of user-defined metrics, for reporting purposes.
A key component of dashboards and reports is the comparison of actual metrics against target goals. Understanding the effectiveness or efficiency of organizations requires measuring performance against important goals that have been set by the organization. Targets can be associated with a number of objects, such as processes, departments, or tenants. For example, a work-time goal for a task will differ, based on its process; for example, orders will take longer than address changes. You can use metrics to measure this. Example:
When a metrics value is set, it will be stored as a named attribute in Data Mart. If the value is changed, the updates are pushed through to Data Mart with a valid_from and valid_to date/time stamp. This is important for historical reporting. For example, if you update the target on November 1 from 2.5 to 3.5, all tasks up to November 1 will use 2.5, and all new tasks will use 3.5. If the value is set at a department level, it applies to all processes, unless there is a specific value for that process. For example, Department 1 has four processes: A, B, C, and D. Cost/Task @ Department 1 = 2.50, which applies to Processes B, C, and D. Cost/Task @ Process A = 1.50, which applies only to Process A.
- Name—The metric name
- Type—Select from the drop-down list. Valid values are:
- Text
- Percentage
- Number
- Date
- Lookup Table
- Value—The attribute value. If the type is a lookup table, then the value is set from the drop-down list.
- Description—Free-format text description of the attribute.
Permissions Settings
Business Structure details include a Permissions tab on which users with the relevant permissions can view and edit permissions settings for all users of the selected node.
Permissions Table
| Permission | Description |
|---|---|
| Read | Permission to read information and receive updates about the object. |
| Create | Permission to create objects in this folder. |
| Change | Permission to change the properties of the object. The Change permission is the
same as allowing “Write” access. |
| Execute | Permission to perform a predefined action or set of actions with respect to the object. |
| Delete | Permission to delete the object. |
| Read Permissions | Permission to read the access control settings for the object. |
| Change Permissions | Permission to change the access control settings for the object. |
| Execute |
Permission to perform a predefined action or set of actions with respect to this object. |
| Propagate | For container objects (such as Tenants). The Propagate check box controls whether to propagate this set of elementary permissions to the child objects. By default, the check box is selected). |
Actions
- Add Access Group—Displays the Select Access Group panel from which you can select one of the available Access Groups to add to this node and for whom you can then configure permissions.
- Add Person—Displays the Select Person panel from which you can select one of the available Persons to add to this node and for whom you can then configure permissions.
- Replace Recursively—Enables you, upon confirmation, to remove permissions for all child objects of this container and replace them with the permissions defined in this container.
Processes
To create a new Process
To create a new Process, first choose the Solution and Department to work with, then do one of the following:
- If one or more Process is already present, select one Process and click More, then click Clone, then edit the Process data fields.
- If one or more Process is already present, display the details of an existing Process and click Clone, then edit the new Process data fields.
- If no Process is present, click the the New button (+), choose Process, then edit the Process data fields.
Other Actions
From here you can Clone, Delete or Move this Process. You can move the Process only to a Department. Runtime IDs are not moved in the Move function—you must create a new one for the Process in its new Department.
2. If you delete a Department or Process, any rules assigned to those objects will be inactivated and moved to the Solution level. This happens if you delete and re-create a Solution/Department/Process with the same name.
Process Details
- Process Name—The Process name. Mandatory when you add a new Process.
- ID—The Runtime ID of the Process. Mandatory when you add a new Process. The system will propose a default new Runtime ID.
- Contact Name—The contact name for the process, for informational purposes.
- Contact Email—The contact email for the process, for informational purposes.
- Contact Phone—The contact phone number for the process, for informational purposes.
- Start Date—The date the process becomes active. The start date of the process cannot be earlier than the start date of the parent department.
- End Date—The last day that the process is active. If left empty, the period end date inherits the end date value of the parent department.
- Description—Free-format text description of the Process.
Process Attributes
Click Add to create new attributes.
- Name—The attribute name
- Type—Select from the drop-down list. Valid values are:
- Text
- Percentage
- Number
- Date
- Lookup Table
- Value—The attribute value. If the type is a lookup table, then the value is set from the drop-down list.
- Description—Free-format text description of the attribute.
Process Metrics
Click Add to create new metrics.
A key component of dashboards and reports is the comparison of actual metrics against target goals. Understanding the effectiveness or efficiency of organizations requires measuring performance against important goals that have been set by the organization. Targets can be associated with a number of objects, such as processes, departments, or tenants. For example, a work-time goal for a task will differ, based on its process; for example, orders will take longer than address changes. You can use metrics to measure this. Example:
When a metrics value is set, it will be stored as a named attribute in Data Mart. If the value is changed, the updates are pushed through to Data Mart with a valid_from and valid_to date/time stamp. This is important for historical reporting. For example, if you update the target on November 1 from 2.5 to 3.5, all tasks up to November 1 will use 2.5, and all new tasks will use 3.5. If the value is set at a department level, it applies to all processes, unless there is a specific value for that process. For example, Department 1 has four processes: A, B, C, and D. Cost/Task @ Department 1 = 2.50, which applies to Processes B, C, and D. Cost/Task @ Process A = 1.50, which applies only to Process A.
- Name—The attribute name
- Type—Select from the drop-down list. Valid values are:
- Text
- Percentage
- Number
- Date
- Lookup Table
- Value—The attribute value.
- Description—Free-format text description of the attribute.
Permissions Settings
Business Structure details include a Permissions tab on which users with the relevant permissions can view and edit permissions settings for all users of the selected node.
Permissions Table
| Permission | Description |
|---|---|
| Read | Permission to read information and receive updates about the object. |
| Create | Permission to create objects in this folder. |
| Change | Permission to change the properties of the object. The Change permission is the
same as allowing “Write” access. |
| Execute | Permission to perform a predefined action or set of actions with respect to the object. |
| Delete | Permission to delete the object. |
| Read Permissions | Permission to read the access control settings for the object. |
| Change Permissions | Permission to change the access control settings for the object. |
| Execute |
Permission to perform a predefined action or set of actions with respect to this object. |
| Propagate | For container objects (such as Tenants). The Propagate check box controls whether to propagate this set of elementary permissions to the child objects. By default, the check box is selected). |
Actions
- Add Access Group—Displays the Select Access Group panel from which you can select one of the available Access Groups to add to this node and for whom you can then configure permissions.
- Add Person—Displays the Select Person panel from which you can select one of the available Persons to add to this node and for whom you can then configure permissions.
- Replace Recursively—Enables you, upon confirmation, to remove permissions for all child objects of this container and replace them with the permissions defined in this container.