Can't use the PegaCALL Configuration Wizard: blocked on step 2 - Edit Access Groups
Hello.
So I'm stuck here and I don't understand what to do as the help and guide are quite contradictory.
I understood I'm supposed to make sure that the Access Groups I have to provide are pointing to applications whose ruleset lists are containing the ruleset selected in step 1 - Select Ruleset and CTI Link.
But I don't understand how to do that.
the online help of the configuration wizard states that :
| The following access group(s) are used to process CTI events and must include access to your chosen Ruleset. |
| You must replace the access group's application with one that includes the Ruleset version listed below. |
| Once you have updated the access groups, please select the Back button. You will then be able to proceed through the rest of the configuration wizard. |
But the PegaCALL Configuration and Operations Guide states that:
The ruleset you specified in Step 1 must be included in those access groups fro PegaCALL features to work properly
Hello.
So I'm stuck here and I don't understand what to do as the help and guide are quite contradictory.
I understood I'm supposed to make sure that the Access Groups I have to provide are pointing to applications whose ruleset lists are containing the ruleset selected in step 1 - Select Ruleset and CTI Link.
But I don't understand how to do that.
the online help of the configuration wizard states that :
| The following access group(s) are used to process CTI events and must include access to your chosen Ruleset. |
| You must replace the access group's application with one that includes the Ruleset version listed below. |
| Once you have updated the access groups, please select the Back button. You will then be able to proceed through the rest of the configuration wizard. |
But the PegaCALL Configuration and Operations Guide states that:
The ruleset you specified in Step 1 must be included in those access groups fro PegaCALL features to work properly
I tried creating new Access Groups from the OOTB ones provided by default by the wizard (CAManager and CTIService). It doesn't seem to be a problem for the CAManager: I created a new Access Groups pointing to my application. But I'm not so sure for the CTIService. The OOTB Access Group is pointing to the PegaCALL application. So what should I do? Create an application on top of the PegaCALL application just with my ruleset in the application rulesets list?
Any help welcome.
Thanks.
***Updated by Moderator: Marissa. Removed user added helpme Group tag. Apologies for confusion, shouldn't have been an end-user option. Updated categories***
Pegasystems Inc.
US
First question I have is what version of Pegacall is this on? Check the CTI admin screen -> Version tab
As for the CTIService AG, have you tried using our customized one that you used for the cti events ? These two Access Groups will be used to access any CTI customizations you have done. CTIService is used to populate the screenpop setting information that is on the data page. You will end up over riding a data transform that will end up existing in your customized ruleset. If you have any one customize cti ruleset, then I would expect you could use the same access group for both. I would try the same customized ruleset for both values and see if that works.
Thanks.