Procedure: How to install the template

Step 1: Creating connectors for the installation of the portal.

Note: Do not complete this step if you do not want to install the portal. 

1. Click Connector in the App Gallery toolbar or graphic editor toolbar.
The window for configuring connectors, aliases and execution contexts will appear.

2. Create a Self Help connector to enable access to Self Help.

• Click Add Connector.
• Select the Self Help connector.
  The fields specific to the type of connector will appear.
• Complete the information.  See the description.

3. Create a Service Bots connector to enable the use of the Service Bots virtual agent.

• Click Add Connector.
• Select the Service Bots connector.
  The fields specific to the type of connector will appear.
• Complete the information.  See the description.

4. The new connectors will be set up at step 4.

Step 2: Importing the template theme to Service Apps.

1. Download the file below to your workstation.
           Desktop and Mobile versions theme

2. Import the downloaded file to Service Apps by clicking Import in the Gallery toolbar.

3. Check that the theme shows as public in the theme editor Service Apps:

• Click Theme Design in the App Gallery toolbar.
• Click  to select the theme.
• Click  to display the general properties.
• In the Published property, select Published .
• Click OK.

4. (Optional) Modify the theme in line with the style guide of your company.

5. Click  to save the theme.
 

Step 3: Importing the template to Service Apps.

1. Download the required version of the files below to your workstation.
           Template Responsive version

2. Import the downloaded files to Service Apps by clicking Import in the App Gallery toolbar.

3. Check that the theme is correctly displayed by the template.

• Click  next to the app name in the App Gallery to display the general properties.
• Select the theme you just imported from the Theme list.
• Click OK.
   

Step 4: Configuring Self Help and the Service Bots virtual agent for the installation of the portal.

Note: Do not complete this step if you do not want to install the portal. In this case, go to the step 5 and set up the access to the alternative page.

1. Click  in the app toolbar.
The graphic editor will appear.

Set up of Self Help

2. Add an EasyVista Self Help data source.

• Click Add Data Source in the Objects pane.
• Select the Applications > EasyVista Self Help type of data source.
• Complete the data source properties.
  • SelfHelp Alias/Connector: Select the Self Help connector you have created in the step 1.
  • Complete the other fields according to your needs.

3. Add a Self Help widget to display the content of the new data source.

• Select the 02.0 Broken page from the drop-down list .
  The page will open in the Conception pane.

• Click Add Widget in the Objects pane.
• Click and drag the EasyVista > Self Help widget type to the Conception pane.
• Complete the widget information.
  • Datasource: Select the new EasyVista Self Help data source.
  • Complete the other fields according to your needs.

Set up of Service Bots

4. Add an EasyVista Virtual Agent data source.

• Click Add Data Source in the Objects pane.
• Select the Applications > EasyVista Virtual Agent type of data source.
• Complete the data source properties.
  • Alias/Connector: Select the Service Bots connector you have created at the step 1.
  • Complete the other fields according to your needs.

5. Add a Virtual Agent widget to integrate a call button for a virtual agent in the app.

• Select the _Footer_Bot page from the drop-down list .
  The page will open in the Conception pane.

• Click Add Widget in the Objets pane.
• Click and drag the EasyVista > Virtual Agent widget type to the Conception pane.
• Complete the widget information.
  • Datasource: Select the new EasyVista Virtual Agent data source you have previously created.
  • Complete the other fields according to your needs.

Step 5 (optional): Configuring when the portal is not used.

1. Retrieve the alternative page identifier of the portal.

• Select the 02.1_Broken_not_SH page from the drop-down list .
  The page will open in the Conception pane.

• Execute the app via .
  The app will appear in a new Web browser tab.

• Copy the page ID in your browser address bar: you should keep only the text displayed in yellow at the end of the URL after &page=.

  example  ID = 5e747938cc520

• Close the page.
  You will return to the graphic editor.

2. Replace the access identifier to the FIX page by the alternative page identifier, on both M_Embedded_Header and S_Embedded_Header pages.

• Select the M_Embedded_Header from the drop-down list .
• Click Widget in the Objects pane and select the Navigation widget.
• Open the text editor via  from the Html Code property of the widget.
• Open the Html code editor via .
• Replace the identifier of the FIX line by the alternative page identifier you stored previously.
• Click OK.
• Close the text editor.
  The FIX page points to the alternatie page.

• Repeat the same operations on the S_Embedded_Header page.

Step 6: Importing reports to Service Manager.

1. Download the file below to your workstation.

         Download reports

2. Import the downloaded file to Service Manager by selecting Administration > Import/Export > Import in the menu.

3. Verify that the parent query of the APPS - New Request report contains the Image field Image SD_CATALOG.BIG_PICTURE_PATH. Otherwise the images in the Service Request Catalog will not be displayed.

4. Configure the filters of the APPS - New Request report to adapt them to the requirements of your portal.
 

Step 7: Creating your apps.

1. Duplicate the template you just imported.

2. Rename the duplicated template.

3. Associate an image with it.

4. Repeat this procedure for each new app created using the same template.

Step 8: Creating the shortcuts pointing to your apps.

1. Create the shortcut pointing to your apps previously created.