Setting Up Reporting Templates in Pulse

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

that file pulse_statistics.cfg and folder dbtool are located in the Pulse installation directory and not in the Co-browse package.

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

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.