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| | =Migrating to Gplus Adapter (v9)= | | =Migrating to Gplus Adapter (v9)= |
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| − | Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce Lightning.
| + | See the [[Documentation:HTCC:MIG:UpgradeGplus:9.0.0|Migrating Gplus Adapter for Salesforce]] topic in the ''[[Documentation:HTCC:MIG:Welcome|Web Services and Applications Migration Guide]]'' to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce. |
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| − | {{NoteFormat|
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| − | * Gplus Adapter 9.0 supports only Salesforce Lightning. Hence, this migration procedure assumes that you're already using Salesforce Lightning.
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| − | * You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
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| − | }}
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| − | {{AnchorDiv|MigrationProcedure}}
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| − | ==Migration procedure==
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| − | {{NoteFormat|Ensure that Workspace Agent Desktop release 9 has been enabled in your environment.}}
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| − | Genesys recommends that you complete steps 1 to 3 in your Salesforce Lightning test environment first.
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| − | <!--{{#ponycomment:Mwest|Link to GWS PREM SSO content. https://docs.genesys.com/Documentation/HTCC/9.0.0DRAFT/Dep/Security ?? |18448}}-->
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| − | <ol>
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| − | <!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
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| − | <nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
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| − | If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
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| − | <li>Follow the steps in [[GPlusSalesforceLightning#setupAD| Integrating Gplus Adapter in Salesforce Lightning]] to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
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| − | <!--<li>Gplus Adapter 9.0 provides two single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, you can choose one of these two options:
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| − | <ul>
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| − | <li>Gplus Adapter configured with [[xx|SSO and a third-party Identity Provider]] (IDP).</li>
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| − | <li>Gplus Adapter integrated with [[GPSSO|Salesforce SSO as the IDP]]. This option provides an improved experience over the first option.</li>
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| − | </ul>
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| − | </li>-->
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| − | <li>Add users to the new Salesforce Call Center you just imported and modified. See [[GPlusSalesforceLightning#setupAddUsers|Adding users to Call Center]] for more detailed steps. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
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| − | <li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
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| − | <li>If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
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| − | <ol type="a">
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| − | <li>Repeat step 1 for the production Salesforce Call Center.</li>
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| − | <li>Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
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| − | </ol>
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| − | </li>
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| − | </ol>
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| | + | {{NoteFormat|You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.}} |
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| | [[Category:V:HTCC:9.0.0]] | | [[Category:V:HTCC:9.0.0]] |
