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About Genesys Cloud for PureConnect

Genesys Cloud for PureConnect Integration enriches your CIC users’ experience by leveraging the power and data of CIC and PureCloud collaborative features. Genesys Cloud connects via a standard SCIM-based API, offering modern and efficient user synchronization between both premise and cloud versions of PureConnect to Genesys Cloud. This integration enables PureConnect to consume services such as WebRTC, Co-Browse, and Salesforce Object Routing from Genesys Cloud. User information is automatically and continuously synced into a paired PureCloud organization.

For more information about the integration, see the Genesys Cloud for PureConnect Administrator's Guide in the PureConnect Documentation Library.

Prerequisites

PureCloud Organization

Your CIC server can integrate with only one PureCloud organization. Your PureCloud organization is created for you and you will receive a welcome email to activate your admin account in PureCloud. The PureCloud organization is provisioned with the following:

The base functionality required for your Genesys Cloud integration.
An admin console you can use to configure your Genesys Cloud integration.
A user with the PureCloud Admin role, which includes default admin permissions, single sign-on, and any integration-specific permissions.

Make a note of these items in your PureCloud organization:

Administrator email address
Administrator password
Organization short name - generated from the organization long name, in compliance with DNS restrictions (a-z, 0-9, A-Z)
Region

Note: If you are unsure of the organization short name, log on to PureCloud and navigate to Admin>Account Settings>Organization Settings. Both the organization long name and short name are listed here.

PureCloudAdmin user

Before you configure Genesys Cloud for PureConnect, create the PureCloudAdmin user in Interaction Administrator. The name of the administrator for the PureCloud organization used in this integration can be the same or different.

Note:
Previous versions of this integration created this user automatically. You can continue to use the PureCloudAdmin user if it already exists.

Important!
The CIC system employs the PureCloudAdmin user for the connection to PureCloud and the associated Genesys Cloud Bridge connectors. The Genesys Cloud Bridge connectors use the PureCloudAdmin user credentials to establish the connection to the CIC server. Do not modify or delete the PureCloudAdmin user.

PureConnect users

In order to sync properly, Genesys Cloud for PureConnect requires that PureConnect user accounts have the following information configured in the Users container:

Personal Info tab>Internet tab>Business Email

The following is recommended:

Personal Info tab>General tab>Display Name

Note: This defaults to the user name, if not supplied. If you later add a display name, the integration updates the PureCloud information.

After the integration is configured, you can change the values of these attributes in the PureCloud Admin web interface.

Notes:

* Ideally you configure all of your users in Interaction Administrator before you configure the integration. However, if you configure more users after you configure the integration, Genesys Cloud for PureConnect automatically syncs them for you.

* If you do not configure the required Email address for PureConnect users, the users are not synced in the PureCloud organization when you configure Genesys Cloud for PureConnect.

Genesys Cloud for PureConnect syncs the following CIC user information in the PureCloud organization:

Display name (Defaults to user name if not supplied)
User Configuration>Personal Info tab>General tab> Display Name
Email address (required)
User Configuration>Personal Info tab>Internet tab>Business Email
Business phone and Business 2 phone (Work Phone and Work Phone 2 in PureCloud
Mobile phone (Cell Phone in PureCloud)
Home phone
Fax number (Other Phone in PureCloud)

We recommend that you configure the required (and optional) CIC user information before you configure Genesys Cloud for PureConnect. However, if you configure more users after you configure Genesys Cloud for PureConnect, the integration automatically syncs them for you.

User passwords and permissions

If an agent uses Genesys Cloud for PureConnect integration from a CIC client, no passwords are involved.

However, if the user chooses to log in manually to PureCloud without using the integration, the user must create a PureCloud password. CIC user passwords are separate from PureCloud user passwords. They may be different passwords. If a user chooses a different password in PureCloud, it does not affect their ability to log in to any CIC client.

CIC does not recognize PureCloud roles and permissions. PureCloud does not recognize CIC user security settings.

Genesys Cloud Bridge considerations

The Genesys Cloud for PureConnect configuration installs Genesys Cloud Bridge on the CIC server. Genesys Cloud Bridge manages the data transfer between the CIC server and PureCloud.

Note: As of CIC 2019 R4, the Genesys Cloud for PureConnect integration no longer supports off-server bridges.

Switchover

When you configure Genesys Cloud for PureConnect on the active server in a Switchover pair, Genesys Cloud Bridge is automatically installed on both the active and backup servers. The bridge operates independently from the active and backup CIC servers.

If the backup server is down at the time that you configure Genesys Cloud for PureConnect, a bridge will be installed on the backup server the next time that CIC is started.

If the primary CIC server stops, but the computer itself is healthy and running, then the bridge on that computer automatically talks to the new Primary CIC server after the switchover completes.

PCC Extended Support