Brightmetrics VAR Install Guide for Genesys Cloud

First, we'll go through Account Creation.

It all starts on your VAR Portal page:

Step 1: Navigate there by clicking on the icon in the sidebar. You’ll see a list of your existing customers.

Step 2: To add a new customer, simply click the plus icon in the upper right 

Step 3: The pop-up page you’ll be taken to is the Customer Details. Here you’ll want to enter:

First User Info - this will be the first customer user. The user will be added with the administrator role in Brightmetrics
VAR Support Account - this will add your centralized support account as an admin account on the customer’s
Brightmetrics account. Note: as a best practice, Brightmetrics recommends always checking this box.

Choose Next.

Our dialog wizard will pop up. On the first page, you’ll see a list of all the Brightmetrics platforms you’re currently
authorized to sell. Choose first the platform and then click next and select all modules that apply to your customer.

If you’re not sure which modules to use, here’s a quick guide on our recommendations:

• GenesysCloud
▷ Always set up Genesys Cloud and Real Time

From here, the wizard dialog will guide you through the steps to set up the modules you selected. This should be
fairly easy to follow.

From time to time a customer may become interested in a service module that they haven’t had previously setup.
Here’s how you do this:

Step 1: Navigate to the VAR Portal page in Brightmetrics

Step 2: Find your customer - if you have a long list, you can search by typing here:

Step 3: Click the menu icon and find the option for Add Data Source

This will pop up a list of the platforms first and then after choosing next, the modules you have available to deploy to this customer. Note that by default we only allow one instance of each module, so you’ll see some items greyed out in this list. However, there are edge cases where a customer may need multiples of the same module (ie. multiple HQ servers on MiVoice Connect). In this case, email our Support team at support@brightmetrics.com and we’ll help you take care of that.

From here, the wizard dialog will guide you through the steps to set up the modules you selected. This should be fairly easy to follow.

When setting up Genesys Cloud, it is nearly always recommended to use our Automatic setup - this will guide you
through authenticating to your customer’s Genesys Cloud environment and our diagnostics will automatically set up the OAuth connection.

If you are setting up automatically, you’ll see three fields on the setup page:

Step 1: ConnectionName - we automatically populate this field and there is rarely a need to change the default.

Step 2: Setup - leave this as Automatic

Step 3: Region - select the region your customer’s Genesys Cloud environment is set up in.

The Brightmetrics Genesys Cloud Real Time module will use the same OAuth connection as the Genesys Cloud module, so this setup is very simple. You have two fields on the setup page:

Step 1: ConnectionName - we automatically populate this field and there is rarely a need to change the default.

Step 2: RelatedTo - this is where you’ll choose which Genesys Cloud module this Real Time instance is related to.
Most customers only have one Genesys Cloud system, but if your customer has multiple and they are all set up on Brightmetrics, select the appropriate one here.

After applying the configuration setting for the Genesys Cloud modules, you’ll be brought to the Diagnostics portion of the setup dialog. There are 3 steps here:

Step 1: Authenticate to the customer’s Genesys Cloud environment. Note: Ensure you are logged into the customer’s Genesys Cloud account and not your own to ensure Brightmetrics connects to the right Genesys Cloud deployment.

Step 2: Confirm you authenticated to the right organization - you’ll see the organization name listed in bold. If it is correct, click Next.

Step 3: Brightmetrics will run the diagnostic setup and confirm for you once the setup has successfully completed. From here, you may have additional steps or be finished with the setup. Click Next or Done to move on.